Wilkinson Global Asset Management LLC Portfolio Holdings

Wilkinson Global Asset Management LLC

  • $1.54 Billion
  • Q3 2025

Wilkinson Global Asset Management LLC has filed its 13F form on November 04, 2025 for Q3 2025 where it was disclosed a total value porftolio of $1.54 Billion distributed in 102 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $127M, Tjx Companies Inc with a value of $126M, Jpmorgan Chase & CO with a value of $120M, Apple Inc. with a value of $93.4M, and Nvidia Corp with a value of $88.7M.

Examining the 13F form we can see an increase of $4.55M in the current position value, from $1.53B to 1.54B.

Below you can find more details about Wilkinson Global Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $1.54 Billion
Technology: $630 Million
Financial Services: $254 Million
Consumer Cyclical: $211 Million
Industrials: $205 Million
Communication Services: $83.4 Million
Basic Materials: $74.2 Million
Healthcare: $72.3 Million
Energy: $4.44 Million
Other: $2.71 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$303B
$380,000 0.02% of portfolio
2,453
Q3 2025 Reduced 30.8%
$91.4B
$284,000 0.02% of portfolio
1,833
Q3 2024 New
$74.3B
$262,000 0.02% of portfolio
4,140
Q3 2025 Reduced 22.62%
$279B
$352,000 0.02% of portfolio
1,320
Q3 2025 New
$270B
$353,000 0.02% of portfolio
2,224
Q2 2025 Added 2.3%
$49.1B
$254,000 0.02% of portfolio
212
Q3 2025 Added 3.92%
$109B
$270,000 0.02% of portfolio
4,870
Q3 2025 Added 44.08%
$60.5B
$244,000 0.02% of portfolio
2,695
Q2 2025 New
$64.7B
$302,000 0.02% of portfolio
2,700
Q2 2025 Reduced 5.59%
$971B
$320,000 0.02% of portfolio
420
Q1 2025 Reduced 4.76%
$404B
$208,000 0.01% of portfolio
225
Q3 2025 Reduced 2.17%
$190B
$206,000 0.01% of portfolio
2,034
Q3 2025 New
$434M
$118,000 0.01% of portfolio
10,000
Q2 2025 New
$113B
$212,000 0.01% of portfolio
2,250
Q2 2025 Reduced 10.0%
Canadian Pacific Kansas City
-
$0 0.0% of portfolio
-
Q2 2023 New
Linde PLC
-
$0 0.0% of portfolio
-
Q3 2025 Added 5.07%

Summary

  • Portfolio
  • No. of Stocks 102
  • Current Value $1.54 Billion
  • Prior Value $1.53 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 04, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 3 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
Track This Portfolio

Track Wilkinson Global Asset Management LLC Portfolio

Follow Wilkinson Global Asset Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilkinson Global Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wilkinson Global Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email