Wilkinson Global Asset Management LLC

Q1 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
60
Total value ($000)
$1,312,840
Net value change ($000)
-151,263 (-10.3%)
New positions
0
Sold out positions
3
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/11/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SAN 18,117 4440.4%
ADI 7,349 14.7%
DE 7,093 13.8%
AVGO 4,014 31.0%
LIN 3,903 7.8%
TSM 3,270 4.0%
TXN 2,246 3.8%
WSO 1,812 6.8%
XOM 1,085 41.0%
JNJ 464 16.1%
Top Reduces (Value $000, Stocks/ETFs)
ACN -47,843 -99.4%
MSFT -30,868 -27.9%
INTU -24,846 -61.8%
JPM -16,647 -14.6%
AAPL -11,283 -12.1%
MA -10,716 -97.3%
DIS -9,969 -22.0%
COIN -8,727 -100.0%
V -8,674 -15.8%
NVDA -6,858 -7.9%
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