Wilkinson Global Asset Management LLC

Q3 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2025
Date filed
11/4/2025
Form type
13F-HR
Num holdings
66
Total value ($000)
$1,589,672
Net value change ($000)
-662 (-0.0%)
New positions
3
Sold out positions
7
Turnover %
1.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/11/2025 Next filing: 2/11/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
AAPL 15,780 20.3%
TJX 14,914 13.5%
TSM 14,701 22.4%
AVGO 12,437 NEW
PH 10,331 39.1%
COIN 7,572 82.6%
JPM 6,153 5.4%
LIN 3,329 6.4%
ADI 1,364 3.0%
ABBV 738 22.2%
Top Reduces (Value $000, Stocks/ETFs)
ZTS -15,093 -91.8%
ACN -12,885 -21.0%
CMG -9,223 -30.1%
AMGN -9,195 -13.0%
DE -7,916 -12.5%
INTU -6,375 -13.1%
DIS -5,739 -10.1%
TXN -3,996 -5.6%
KNSL -3,297 -12.0%
WSO -2,957 -8.2%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type