Wilkinson Global Asset Management LLC

Q2 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
62
Total value ($000)
$1,258,897
Net value change ($000)
-53,943 (-4.1%)
New positions
6
Sold out positions
4
Turnover %
8.0%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DELL 28,386 NEW
MFG 21,396 NEW
ODFL 18,744 NEW
ACWI 15,107 NEW
NVDA 9,464 11.8%
AMZN 6,026 12.0%
V 4,763 10.3%
SAN 4,314 23.3%
AVGO 3,709 21.9%
TSM 3,590 4.2%
Top Reduces (Value $000, Stocks/ETFs)
TJX -38,880 -33.4%
MSFT -17,062 -21.4%
AMGN -16,316 -24.8%
JPM -16,105 -16.5%
LIN -15,428 -28.5%
INTU -15,333 -100.0%
DIS -10,731 -30.4%
DE -10,400 -17.7%
UNP -10,053 -17.2%
AAPL -9,635 -11.7%
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