Wilkinson Global Asset Management LLC

Q3 2026 13F-HR Holdings

Location
New York, NY
Holdings as of
9/30/2026
Date filed
11/10/2026
Form type
13F-HR
Num holdings
63
Total value ($000)
$1,247,302
Net value change ($000)
-11,595 (-0.9%)
New positions
3
Sold out positions
2
Turnover %
0.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MSFT 19,835 31.6%
NVDA 14,878 16.6%
AAPL 7,412 10.2%
AMGN 5,787 11.7%
DELL 5,562 19.6%
XOM 3,579 NEW
MFG 2,393 11.2%
DE 601 1.2%
DIS 510 2.1%
ARM 411 NEW
Top Reduces (Value $000, Stocks/ETFs)
TJX -14,019 -18.1%
WSO -9,792 -31.0%
TSM -7,458 -8.4%
TXN -6,080 -10.0%
SHW -5,926 -11.0%
LIN -4,716 -12.2%
ODFL -4,449 -23.7%
PH -3,076 -6.9%
XOM -3,006 -100.0%
JPM -2,367 -2.9%
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