Wilkinson Global Asset Management LLC

Q4 2025 13F-HR Holdings

Location
New York, NY
Holdings as of
12/31/2025
Date filed
2/11/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$1,464,103
Net value change ($000)
-125,569 (-7.9%)
New positions
4
Sold out positions
7
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/4/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
UBER 17,794 NEW
PH 5,097 13.9%
AMGN 4,005 6.5%
ADI 3,987 8.6%
AMZN 2,468 4.5%
TSM 1,465 1.8%
V 571 1.1%
AVGO 506 4.1%
SAN 408 NEW
IDN 382 31.7%
Top Reduces (Value $000, Stocks/ETFs)
KNSL -24,135 -100.0%
CMG -21,444 -100.0%
MSFT -16,140 -12.7%
ODFL -14,216 -100.0%
SPOT -11,813 -38.5%
TXN -9,174 -13.5%
SHW -8,508 -11.5%
COIN -8,016 -47.9%
WSO -6,430 -19.5%
JPM -6,074 -5.1%
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