The Analysis of Wilkinson Global Asset Management LLC's Holdings
Currently, Wilkinson Global Asset Management LLC holds 63 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in UBER (+217.8K shares, valued at $17.8M), SAN (+34.8K shares, valued at $408.2K), N/A (+713 shares, valued at $304.0K); decreased their positions in TJX (-88.0K shares, valued at $13.5M), JPM (-26.9K shares, valued at $8.7M), MSFT (-16.0K shares, valued at $7.7M); initiated new positions in UBER (+217.8K shares, valued at $17.8M), SAN (+34.8K shares, valued at $408.2K), VEA (+3.9K shares, valued at $242.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
TJX TJX COS INC NEW780.4K shares-10.13%2025-12-312026-02-11
JPM JPMORGAN CHASE & CO.354.1K shares-7.06%2025-12-312026-02-11 MSFT MICROSOFT CORP228.8K shares-6.53%2025-12-312026-02-11 AAPL APPLE INC344.3K shares-6.11%2025-12-312026-02-11 NVDA NVIDIA CORPORATION467.7K shares-1.65%2025-12-312026-02-11 TSM TAIWAN SEMICONDUCTOR MFG LTD269.4K shares-6.42%2025-12-312026-02-11 SHW SHERWIN WILLIAMS CO202.9K shares-5.39%2025-12-312026-02-11 AMGN AMGEN INC200.5K shares-8.18%2025-12-312026-02-11 UNP UNION PAC CORP259.4K shares-7.13%2025-12-312026-02-11 TXN TEXAS INSTRS INC338.4K shares-8.41%2025-12-312026-02-11 AMZN AMAZON COM INC247.3K shares-0.58%2025-12-312026-02-11 V VISA INC156.7K shares-1.64%2025-12-312026-02-11 DE DEERE & CO110.7K shares-8.30%2025-12-312026-02-11 LINDE PLC LINDE PLC117.6K shares0.61%2025-12-312026-02-11 ADI ANALOG DEVICES INC184.8K shares-1.57%2025-12-312026-02-11 DIS DISNEY WALT CO397.9K shares-10.33%2025-12-312026-02-11 PH PARKER-HANNIFIN CORP47.6K shares-1.77%2025-12-312026-02-11 INTU INTUIT60.7K shares-1.91%2025-12-312026-02-11 PGR PROGRESSIVE CORP148.6K shares-1.58%2025-12-312026-02-11 WSO WATSCO INC78.9K shares-3.38%2025-12-312026-02-11 SPOT SPOTIFY TECHNOLOGY S A32.5K shares-26.05%2025-12-312026-02-11 UBER UBER TECHNOLOGIES INC217.8K sharesnew addition2025-12-312026-02-11 BROADCOM INC BROADCOM INC37.4K shares-0.80%2025-12-312026-02-11 MA MASTERCARD INCORPORATED19.3K shares-6.89%2025-12-312026-02-11 COIN COINBASE GLOBAL INC38.6K shares-22.21%2025-12-312026-02-11 ABBV ABBVIE INC17.8K shares1.54%2025-12-312026-02-11 RACE FERRARI N V8.0K shares-1.53%2025-12-312026-02-11 WFC WELLS FARGO CO NEW31.1K shares2.47%2025-12-312026-02-11 JNJ JOHNSON & JOHNSON13.9K shares1.65%2025-12-312026-02-11 XOM EXXON MOBIL CORP22.0K shares-0.18%2025-12-312026-02-11 MCD MCDONALDS CORP8.6K shares-0.40%2025-12-312026-02-11 LOW LOWES COS INC7.8K shares0.00%2025-12-312026-02-11 IDN INTELLICHECK INC237.8K shares2.49%2025-12-312026-02-11 GLD SPDR GOLD TR2.9K shares2.01%2025-12-312026-02-11 PNW PINNACLE WEST CAP CORP9.0K shares0.00%2025-12-312026-02-11 ROST ROSS STORES INC4.2K shares0.00%2025-12-312026-02-11 ALPHABET INC ALPHABET INC2.2K shares-1.58%2025-12-312026-02-11 UHT UNIVERSAL HEALTH RLTY INCOME17.0K shares0.00%2025-12-312026-02-11 ALPHABET INC ALPHABET INC2.1K shares-0.95%2025-12-312026-02-11 FANG DIAMONDBACK ENERGY INC4.0K shares32.79%2025-12-312026-02-11 CVX CHEVRON CORP NEW3.5K shares40.77%2025-12-312026-02-11 ASML ASML HOLDING N V465 shares0.00%2025-12-312026-02-11 META META PLATFORMS INC694 shares-2.80%2025-12-312026-02-11 MELI MERCADOLIBRE INC226 shares0.00%2025-12-312026-02-11 LLY ELI LILLY & CO420 shares0.00%2025-12-312026-02-11 EOG EOG RES INC4.2K shares55.56%2025-12-312026-02-11 SAN BANCO SANTANDER S.A.34.8K sharesnew addition2025-12-312026-02-11 SONY SONY GROUP CORP15.7K shares2.61%2025-12-312026-02-11 MS MORGAN STANLEY2.2K shares-0.22%2025-12-312026-02-11 WEX WEX INC2.5K shares0.00%2025-12-312026-02-11 MMM 3M CO1.8K shares0.00%2025-12-312026-02-11 WMB WILLIAMS COS INC4.1K shares0.00%2025-12-312026-02-11 VEA VANGUARD TAX-MANAGED FDS3.9K sharesnew addition2025-12-312026-02-11 IMO IMPERIAL OIL LTD2.7K shares0.00%2025-12-312026-02-11 IUSV ISHARES TR2.2K sharesnew addition2025-12-312026-02-11 COP CONOCOPHILLIPS2.3K shares0.00%2025-12-312026-02-11 NFLX NETFLIX INC2.1K shares911.79%2025-12-312026-02-11 SGU STAR GROUP L P10.0K shares0.00%2025-12-312026-02-11 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available