Filed: 5/13/2026ACC: 0001172661-26-001793
📋 What this filing means
WILKINSON GLOBAL ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 60 equity positions with a total reported market value of $1.31B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
60
Positions
$1.31B
Total AUM (reported)
7.13M
Total Shares
Allocation by class
COM$1.08B82.3%
SPONSORED ADS$85.13M6.5%
SHS$72.45M5.5%
COM CL A$46.27M3.5%
ADR$18.52M1.4%
CL B NEW$2.83M0.2%
COM NEW$2.66M0.2%
Portfolio Concentration
Top 3$299.04M22.8%
4–10$489.48M37.3%
11–25$490.30M37.3%
Rest$34.02M2.6%
Top 3 weight
22.8%
Top 10 weight
60.1%
Voting Authority Distribution
Total shares with voting rights: 7.13M
Sole
Full voting authority
6.46M
shares
% of voting shares90.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
668.54K
shares
% of voting shares9.4%
Investment Discretion (by position count)
Sole43
Shared0
Other17
Dominant voting typeSole · 90.6% of voting shares
Institutional Holdings60
Rows:
TJX COS INC NEW
SOLEShares729.32K
TypeSH
Market value$116.47M
8.87%
Sole
692.21K
Shared
0.00
None
37.11K
JPMORGAN CHASE & CO
OTRShares331.24K
TypeSH
Market value$97.44M
7.42%
Sole
313.65K
Shared
0.00
None
17.59K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares251.90K
TypeSH
Market value$85.13M
6.48%
Sole
240.65K
Shared
0.00
None
11.25K
APPLE INC
SOLEShares324.38K
TypeSH
Market value$82.32M
6.27%
Sole
309.75K
Shared
0.00
None
14.63K
NVIDIA CORPORATION
SOLEShares460.82K
TypeSH
Market value$80.37M
6.12%
Sole
427.60K
Shared
0.00
None
33.22K
MICROSOFT CORP
SOLEShares215.54K
TypeSH
Market value$79.79M
6.08%
Sole
205.68K
Shared
0.00
None
9.86K
AMGEN INC
OTRShares186.87K
TypeSH
Market value$65.75M
5.01%
Sole
178.51K
Shared
0.00
None
8.36K
SHERWIN WILLIAMS CO
OTRShares192.40K
TypeSH
Market value$61.67M
4.70%
Sole
180.09K
Shared
0.00
None
12.30K
TEXAS INSTRS INC
OTRShares313.96K
TypeSH
Market value$60.95M
4.64%
Sole
300.39K
Shared
0.00
None
13.57K
DEERE & CO
SOLEShares104.08K
TypeSH
Market value$58.63M
4.47%
Sole
98.90K
Shared
0.00
None
5.18K
UNION PAC CORP
OTRShares241.28K
TypeSH
Market value$58.54M
4.46%
Sole
229.80K
Shared
0.00
None
11.49K
ANALOG DEVICES INC
SOLEShares180.60K
TypeSH
Market value$57.46M
4.38%
Sole
167.01K
Shared
0.00
None
13.59K
LINDE PLC
SOLEShares109.06K
TypeSH
Market value$54.07M
4.12%
Sole
104.92K
Shared
0.00
None
4.13K
AMAZON COM INC
SOLEShares242.03K
TypeSH
Market value$50.41M
3.84%
Sole
224.07K
Shared
0.00
None
17.96K
VISA INC
SOLEShares153.10K
TypeSH
Market value$46.27M
3.52%
Sole
141.93K
Shared
0.00
None
11.17K
PARKER-HANNIFIN CORP
SOLEShares46.80K
TypeSH
Market value$41.90M
3.19%
Sole
43.41K
Shared
0.00
None
3.40K
DISNEY WALT CO
OTRShares366.31K
TypeSH
Market value$35.30M
2.69%
Sole
348.12K
Shared
0.00
None
18.19K
PROGRESSIVE CORP
SOLEShares145.82K
TypeSH
Market value$28.91M
2.20%
Sole
135.84K
Shared
0.00
None
9.98K
WATSCO INC
OTRShares78.08K
TypeSH
Market value$28.41M
2.16%
Sole
72.57K
Shared
0.00
None
5.51K
BANCO SANTANDER SA
OTRShares1.64M
TypeSH
Market value$18.52M
1.41%
Sole
1.50M
Shared
0.00
None
138.91K
SPOTIFY TECHNOLOGY S A
OTRShares37.91K
TypeSH
Market value$18.38M
1.40%
Sole
37.31K
Shared
0.00
None
595.00
BROADCOM INC
OTRShares54.79K
TypeSH
Market value$16.96M
1.29%
Sole
49.82K
Shared
0.00
None
4.97K
UBER TECHNOLOGIES INC
SOLEShares222.81K
TypeSH
Market value$16.03M
1.22%
Sole
203.83K
Shared
0.00
None
18.98K
INTUIT
SOLEShares35.46K
TypeSH
Market value$15.33M
1.17%
Sole
31.33K
Shared
0.00
None
4.13K
ABBVIE INC
OTRShares17.54K
TypeSH
Market value$3.82M
0.29%
Sole
17.54K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TJX COS INC NEWSOLE | COM | 729.32K | SH | $116.47M 8.87% | 692.21K | 0.00 | 37.11K |
JPMORGAN CHASE & COOTR | COM | 331.24K | SH | $97.44M 7.42% | 313.65K | 0.00 | 17.59K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 251.90K | SH | $85.13M 6.48% | 240.65K | 0.00 | 11.25K |
APPLE INCSOLE | COM | 324.38K | SH | $82.32M 6.27% | 309.75K | 0.00 | 14.63K |
NVIDIA CORPORATIONSOLE | COM | 460.82K | SH | $80.37M 6.12% | 427.60K | 0.00 | 33.22K |
MICROSOFT CORPSOLE | COM | 215.54K | SH | $79.79M 6.08% | 205.68K | 0.00 | 9.86K |
AMGEN INCOTR | COM | 186.87K | SH | $65.75M 5.01% | 178.51K | 0.00 | 8.36K |
SHERWIN WILLIAMS COOTR | COM | 192.40K | SH | $61.67M 4.70% | 180.09K | 0.00 | 12.30K |
TEXAS INSTRS INCOTR | COM | 313.96K | SH | $60.95M 4.64% | 300.39K | 0.00 | 13.57K |
DEERE & COSOLE | COM | 104.08K | SH | $58.63M 4.47% | 98.90K | 0.00 | 5.18K |
UNION PAC CORPOTR | COM | 241.28K | SH | $58.54M 4.46% | 229.80K | 0.00 | 11.49K |
ANALOG DEVICES INCSOLE | COM | 180.60K | SH | $57.46M 4.38% | 167.01K | 0.00 | 13.59K |
LINDE PLCSOLE | SHS | 109.06K | SH | $54.07M 4.12% | 104.92K | 0.00 | 4.13K |
AMAZON COM INCSOLE | COM | 242.03K | SH | $50.41M 3.84% | 224.07K | 0.00 | 17.96K |
VISA INCSOLE | COM CL A | 153.10K | SH | $46.27M 3.52% | 141.93K | 0.00 | 11.17K |
PARKER-HANNIFIN CORPSOLE | COM | 46.80K | SH | $41.90M 3.19% | 43.41K | 0.00 | 3.40K |
DISNEY WALT COOTR | COM | 366.31K | SH | $35.30M 2.69% | 348.12K | 0.00 | 18.19K |
PROGRESSIVE CORPSOLE | COM | 145.82K | SH | $28.91M 2.20% | 135.84K | 0.00 | 9.98K |
WATSCO INCOTR | COM | 78.08K | SH | $28.41M 2.16% | 72.57K | 0.00 | 5.51K |
BANCO SANTANDER SAOTR | ADR | 1.64M | SH | $18.52M 1.41% | 1.50M | 0.00 | 138.91K |
SPOTIFY TECHNOLOGY S AOTR | SHS | 37.91K | SH | $18.38M 1.40% | 37.31K | 0.00 | 595.00 |
BROADCOM INCOTR | COM | 54.79K | SH | $16.96M 1.29% | 49.82K | 0.00 | 4.97K |
UBER TECHNOLOGIES INCSOLE | COM | 222.81K | SH | $16.03M 1.22% | 203.83K | 0.00 | 18.98K |
INTUITSOLE | COM | 35.46K | SH | $15.33M 1.17% | 31.33K | 0.00 | 4.13K |
ABBVIE INCOTR | COM | 17.54K | SH | $3.82M 0.29% | 17.54K | 0.00 | 0.00 |
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