Filed: 2/11/2026ACC: 0001172661-26-000627
📋 What this filing means
WILKINSON GLOBAL ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 63 equity positions with a total reported market value of $1.46B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
63
Positions
$1.46B
Total AUM (reported)
6.02M
Total Shares
Allocation by class
COM$1.18B80.5%
SPONSORED ADS$81.86M5.6%
SHS$69.06M4.7%
COM CL A$63.67M4.3%
SHS CLASS A$48.12M3.3%
CL A$11.47M0.8%
CL B NEW$3.17M0.2%
Portfolio Concentration
Top 3$344.61M23.5%
4–10$512.77M35.0%
11–25$560.29M38.3%
Rest$46.43M3.2%
Top 3 weight
23.5%
Top 10 weight
58.6%
Voting Authority Distribution
Total shares with voting rights: 6.02M
Sole
Full voting authority
5.48M
shares
% of voting shares90.9%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
545.87K
shares
% of voting shares9.1%
Investment Discretion (by position count)
Sole43
Shared0
Other20
Dominant voting typeSole · 90.9% of voting shares
Institutional Holdings63
Rows:
TJX COS INC NEW
SOLEShares780.38K
TypeSH
Market value$119.87M
8.19%
Sole
743.26K
Shared
0.00
None
37.11K
JPMORGAN CHASE & CO.
SOLEShares354.06K
TypeSH
Market value$114.08M
7.79%
Sole
336.47K
Shared
0.00
None
17.59K
MICROSOFT CORP
SOLEShares228.80K
TypeSH
Market value$110.65M
7.56%
Sole
218.94K
Shared
0.00
None
9.86K
APPLE INC
OTRShares344.32K
TypeSH
Market value$93.61M
6.39%
Sole
329.69K
Shared
0.00
None
14.63K
NVIDIA CORPORATION
SOLEShares467.69K
TypeSH
Market value$87.22M
5.96%
Sole
434.47K
Shared
0.00
None
33.22K
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares269.37K
TypeSH
Market value$81.86M
5.59%
Sole
258.12K
Shared
0.00
None
11.25K
SHERWIN WILLIAMS CO
OTRShares202.86K
TypeSH
Market value$65.73M
4.49%
Sole
190.56K
Shared
0.00
None
12.30K
AMGEN INC
OTRShares200.50K
TypeSH
Market value$65.63M
4.48%
Sole
192.14K
Shared
0.00
None
8.36K
UNION PAC CORP
OTRShares259.43K
TypeSH
Market value$60.01M
4.10%
Sole
247.94K
Shared
0.00
None
11.49K
TEXAS INSTRS INC
SOLEShares338.39K
TypeSH
Market value$58.71M
4.01%
Sole
324.81K
Shared
0.00
None
13.57K
AMAZON COM INC
OTRShares247.31K
TypeSH
Market value$57.09M
3.90%
Sole
227.83K
Shared
0.00
None
19.48K
VISA INC
OTRShares156.68K
TypeSH
Market value$54.95M
3.75%
Sole
145.51K
Shared
0.00
None
11.17K
DEERE & CO
SOLEShares110.69K
TypeSH
Market value$51.53M
3.52%
Sole
105.51K
Shared
0.00
None
5.18K
LINDE PLC
SOLEShares117.65K
TypeSH
Market value$50.16M
3.43%
Sole
113.51K
Shared
0.00
None
4.13K
ANALOG DEVICES INC
SOLEShares184.76K
TypeSH
Market value$50.11M
3.42%
Sole
171.17K
Shared
0.00
None
13.59K
ACCENTURE PLC IRELAND
SOLEShares179.34K
TypeSH
Market value$48.12M
3.29%
Sole
171.12K
Shared
0.00
None
8.22K
DISNEY WALT CO
SOLEShares397.94K
TypeSH
Market value$45.27M
3.09%
Sole
379.75K
Shared
0.00
None
18.19K
PARKER-HANNIFIN CORP
SOLEShares47.58K
TypeSH
Market value$41.82M
2.86%
Sole
44.18K
Shared
0.00
None
3.40K
INTUIT
OTRShares60.66K
TypeSH
Market value$40.18M
2.74%
Sole
56.30K
Shared
0.00
None
4.35K
PROGRESSIVE CORP
OTRShares148.58K
TypeSH
Market value$33.83M
2.31%
Sole
138.75K
Shared
0.00
None
9.83K
WATSCO INC
OTRShares78.92K
TypeSH
Market value$26.59M
1.82%
Sole
73.42K
Shared
0.00
None
5.51K
SPOTIFY TECHNOLOGY S A
SOLEShares32.53K
TypeSH
Market value$18.89M
1.29%
Sole
29.44K
Shared
0.00
None
3.10K
UBER TECHNOLOGIES INC
OTRShares217.76K
TypeSH
Market value$17.79M
1.22%
Sole
199.03K
Shared
0.00
None
18.73K
BROADCOM INC
OTRShares37.40K
TypeSH
Market value$12.94M
0.88%
Sole
32.47K
Shared
0.00
None
4.93K
MASTERCARD INCORPORATED
OTRShares19.28K
TypeSH
Market value$11.01M
0.75%
Sole
16.56K
Shared
0.00
None
2.73K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TJX COS INC NEWSOLE | COM | 780.38K | SH | $119.87M 8.19% | 743.26K | 0.00 | 37.11K |
JPMORGAN CHASE & CO.SOLE | COM | 354.06K | SH | $114.08M 7.79% | 336.47K | 0.00 | 17.59K |
MICROSOFT CORPSOLE | COM | 228.80K | SH | $110.65M 7.56% | 218.94K | 0.00 | 9.86K |
APPLE INCOTR | COM | 344.32K | SH | $93.61M 6.39% | 329.69K | 0.00 | 14.63K |
NVIDIA CORPORATIONSOLE | COM | 467.69K | SH | $87.22M 5.96% | 434.47K | 0.00 | 33.22K |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 269.37K | SH | $81.86M 5.59% | 258.12K | 0.00 | 11.25K |
SHERWIN WILLIAMS COOTR | COM | 202.86K | SH | $65.73M 4.49% | 190.56K | 0.00 | 12.30K |
AMGEN INCOTR | COM | 200.50K | SH | $65.63M 4.48% | 192.14K | 0.00 | 8.36K |
UNION PAC CORPOTR | COM | 259.43K | SH | $60.01M 4.10% | 247.94K | 0.00 | 11.49K |
TEXAS INSTRS INCSOLE | COM | 338.39K | SH | $58.71M 4.01% | 324.81K | 0.00 | 13.57K |
AMAZON COM INCOTR | COM | 247.31K | SH | $57.09M 3.90% | 227.83K | 0.00 | 19.48K |
VISA INCOTR | COM CL A | 156.68K | SH | $54.95M 3.75% | 145.51K | 0.00 | 11.17K |
DEERE & COSOLE | COM | 110.69K | SH | $51.53M 3.52% | 105.51K | 0.00 | 5.18K |
LINDE PLCSOLE | SHS | 117.65K | SH | $50.16M 3.43% | 113.51K | 0.00 | 4.13K |
ANALOG DEVICES INCSOLE | COM | 184.76K | SH | $50.11M 3.42% | 171.17K | 0.00 | 13.59K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 179.34K | SH | $48.12M 3.29% | 171.12K | 0.00 | 8.22K |
DISNEY WALT COSOLE | COM | 397.94K | SH | $45.27M 3.09% | 379.75K | 0.00 | 18.19K |
PARKER-HANNIFIN CORPSOLE | COM | 47.58K | SH | $41.82M 2.86% | 44.18K | 0.00 | 3.40K |
INTUITOTR | COM | 60.66K | SH | $40.18M 2.74% | 56.30K | 0.00 | 4.35K |
PROGRESSIVE CORPOTR | COM | 148.58K | SH | $33.83M 2.31% | 138.75K | 0.00 | 9.83K |
WATSCO INCOTR | COM | 78.92K | SH | $26.59M 1.82% | 73.42K | 0.00 | 5.51K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 32.53K | SH | $18.89M 1.29% | 29.44K | 0.00 | 3.10K |
UBER TECHNOLOGIES INCOTR | COM | 217.76K | SH | $17.79M 1.22% | 199.03K | 0.00 | 18.73K |
BROADCOM INCOTR | COM | 37.40K | SH | $12.94M 0.88% | 32.47K | 0.00 | 4.93K |
MASTERCARD INCORPORATEDOTR | CL A | 19.28K | SH | $11.01M 0.75% | 16.56K | 0.00 | 2.73K |
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