Wilkinson Global Asset Management LLC
SEC Form 13F institutional filer · CIK 0001764000
13F-HR · 46 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.16B
Top-10 concentration
66.0%
Wilkinson Global Asset Management LLC — $1.16B AUM allocation strategy
Wilkinson Global Asset Management LLC files SEC Form 13F and reports $1.16B of long US equity value across 46 reported holdings for 2026-03-31.
Its largest sector bet is Information Technology 34.1%, followed by Industrials 15.2% and Financials 14.9%.
The top 10 holdings account for 66% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Wilkinson Global Asset Management LLC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.16B
total across 46 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
66% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$AVGO +17.4K sh · +$4.01M+$UBER +5.05K sh · −$1.77M+$NFLX +505 sh · +$53.7K
Biggest trims (shares)
−$ACN −178K sh · −$47.8M−$TJX −51.1K sh · −$3.4M−$DIS −31.6K sh · −$9.97M
Added from nil (new positions)
None this quarter
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Semiconductors18.7%—
- Apparel Retail10.1%—
- Diversified Banks8.5%—
- Technology Hardware, Storage & Peripherals7.1%—
- Systems Software6.9%—
- Biotechnology5.6%—
- Specialty Chemicals5.4%—
- Agricultural & Farm Machinery5.1%—
- Other holdings32.6%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $TJX | TJX Companies Inc | 729K | $116M | -51.1K | 10.1% |
| $JPM | JP Morgan Chase & Co | 331K | $97.4M | -22.8K | 8.4% |
| $AAPL | Apple Inc | 324K | $82.3M | -19.9K | 7.1% |
| $NVDA | NVIDIA Corporation | 461K | $80.4M | -6.87K | 7.0% |
| $MSFT | Microsoft Corporation | 216K | $79.8M | -13.3K | 6.9% |
| $AMGN | Amgen Inc | 187K | $65.7M | -13.6K | 5.7% |
| $SHW | Sherwin-Williams Company | 192K | $61.7M | -10.5K | 5.3% |
| $TXN | Texas Instruments Incorporated | 314K | $61M | -24.4K | 5.3% |
| $DE | Deere & Company | 104K | $58.6M | -6.61K | 5.1% |
| $UNP | Union Pacific Corporation | 241K | $58.5M | -18.1K | 5.1% |
…and 36 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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