Arkolith/Funds/Wilkinson Global Asset Management LLC

Wilkinson Global Asset Management LLC

CIK 1764000
Holdings as of Jun 30, 2026·disclosed Aug 6, 2026·~37-day 13F lag·13F-HR
Active Filer

Wilkinson Global Asset Management LLC holds a focused book of 62 stocks worth $1.3B as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter they opened Dell Technologies -C and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the equity book. Cloning the disclosed picks since 2024 would be +24% (+13.2%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show Wilkinson Global Asset Management LLC's latest
holdings, largest changes, and filing provenance.
Opened
41
new positions
Added to
5
existing
Trimmed
30
reduced
Sold out
4
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+24.4%
+13.2%/yr · since Oct '24
Their reported book
+14.3%
held from quarter-end
S&P 500
+38.1%
same window
$9K$10K$11K$13K$14KOct '24Mar '25Jul '25Nov '25Apr '26Aug '26
Wilkinson Global Asset Management LLC (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 10.1 points over this window.

Growth of $10,000 cloning Wilkinson Global Asset Management LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
56%
Top 20 holdings
87%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

99% mapped to company sectors

Information Technology
38%
Consumer Discretionary
17%
Financials
17%
Industrials
17%
Health Care
5%
Materials
3%
Communication Services
1%
ETF / fund or unclassified
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Wilkinson Global Asset Management LLC

Manager / fundShared namesTheir $ in those
BlackRock, Inc.79 / 62$2.4T
FMR LLC79 / 62$861.5B
MORGAN STANLEY79 / 62$550.3B
GOLDMAN SACHS GROUP INC79 / 62$242.4B
ROYAL BANK OF CANADA79 / 62$163.7B
UBS Group AG79 / 62$147.0B
WELLS FARGO & COMPANY/MN79 / 62$139.1B
AMERIPRISE FINANCIAL INC79 / 62$138.6B

Ranked by how many of Wilkinson Global Asset Management LLC's top 62 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

62 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$89.8M448.9K
7.1%
−2.6%
Reduced · −12K sh
2Taiwan Semiconductor Manufac
SPONSORED ADS
$88.7M185.8K
7.0%
−26%
Reduced · −66K sh
3JPMorgan Chase & Co
COM
$81.3M248.5K
6.5%
−25%
Reduced · −83K sh
4TJX Cos Inc New
COM
$77.6M512.2K
6.2%
−30%
Reduced · −217K sh
5Apple Inc
COM
$72.7M251.2K
5.8%
−23%
Reduced · −73K sh
6Microsoft Corp
COM
$62.7M168.2K
5.0%
−22%
Reduced · −47K sh
7Texas Instrs Inc
COM
$61.1M205.0K
4.9%
−35%
Reduced · −109K sh
8Amazon Com Inc
COM
$56.4M236.8K
4.5%
−2.2%
Reduced · −5K sh
9Analog Devices Inc
COM
$55.0M138.5K
4.4%
−23%
Reduced · −42K sh
10Sherwin Williams Co
COM
$53.9M156.5K
4.3%
−19%
Reduced · −36K sh
11Visa Inc
COM CL A
$51.0M148.8K
4.1%
−2.8%
Reduced · −4K sh
12Amgen Inc
COM
$49.4M136.5K
3.9%
−27%
Reduced · −50K sh
13Union Pac Corp
COM
$48.5M178.3K
3.9%
−26%
Reduced · −63K sh
14Deere & Co
COM
$48.2M76.0K
3.8%
−27%
Reduced · −28K sh
15Parker-Hannifin Corp
COM
$44.8M45.8K
3.6%
−2.2%
Reduced · −1K sh
16Linde PLC
SHS
$38.6M74.5K
3.1%
−32%
Reduced · −35K sh
17Watsco Inc
COM
$31.6M75.8K
2.5%
−2.9%
Reduced · −2K sh
18Dell Technologies Inc
CL C
$28.4M65.8K
2.3%
New
New position
19Progressive Corp
COM
$25.5M116.6K
2.0%
−20%
Reduced · −29K sh
20Disney Walt Co
COM
$24.6M255.3K
2.0%
−30%
Reduced · −111K sh
21Banco Santander Sa
ADR
$22.8M1.65M
1.8%
+0.8%
Added · +13K sh
22Mizuho Financial Group Inc
SPONSORED ADR
$21.4M2.23M
1.7%
New
New position
23Broadcom Inc
COM
$20.7M54.7K
1.6%
−0.1%
Reduced · −79 sh
24Old Dominion Freight Line In
COM
$18.7M86.5K
1.5%
New
New position
25Spotify Technology S A
SHS
$17.7M38.5K
1.4%
+1.5%
Added · +570 sh
26Uber Technologies Inc
COM
$15.5M215.0K
1.2%
−3.5%
Reduced · −8K sh
27Ishares TR
MSCI ACWI ETF
$15.1M96.2K
1.2%
New
New position
28Abbvie Inc
COM
$4.4M17.5K
0.4%
Held
29Johnson & Johnson
COM
$3.4M13.6K
0.3%
−0.7%
Reduced · −90 sh
30Exxon Mobil Corp
COM
$3.0M22.0K
0.2%
Held
31Berkshire Hathaway Inc Del
CL B NEW
$2.8M5.6K
0.2%
−5.6%
Reduced · −330 sh
32Wells Fargo & Co
COM
$2.5M30.4K
0.2%
Held
33McDonalds Corp
COM
$2.3M8.6K
0.2%
Held
34Ferrari N V
COM
$2.3M6.1K
0.2%
+5.1%
Added · +300 sh
35Lowes Cos Inc
COM
$1.7M7.8K
0.1%
Held
36Merck & Co Inc
COM
$1.0M8.1K
0.1%
Held
37SPDR Gold TR
GOLD SHS
$1.0M2.8K
0.1%
−4.3%
Reduced · −128 sh
38Intellicheck Mobilisa Inc
COM NEW
$1.0M246.8K
0.1%
+1.8%
Added · +4K sh
39Pinnacle West Cap Corp
COM
$963K9.0K
0.1%
Held
40Ross Stores Inc
COM
$888K4.2K
0.1%
Held
41ASML Hldg NV
N Y REGISTRY SHS
$861K433
0.1%
−6.9%
Reduced · −32 sh
42Universal Health Rlty Income
SH BEN INT
$746K17.0K
0.1%
Held
43Alphabet Inc
CAP STK CL C
$733K2.1K
0.1%
Held
44Alphabet Inc
CAP STK CL A
$728K2.0K
0.1%
+3.8%
Added · +75 sh
45Diamondback Energy Inc
COM
$659K3.8K
0.1%
−7.4%
Reduced · −300 sh
46Chevron Corporation
COM
$555K3.3K
0.0%
−2.5%
Reduced · −85 sh
47Eog Res Inc
COM
$545K4.2K
0.0%
Held
48Eli Lilly & Co
COM
$504K420
0.0%
Held
49Morgan Stanley
COM NEW
$448K2.1K
0.0%
−3.4%
Reduced · −75 sh
50Nvent Elec PLC
SHS
$390K2.3K
0.0%
New
New position
Showing 50 of 62 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Aug 6, 202694$1.3B13F-HR
Q1 2026Mar 31, 2026May 13, 202691$1.3B13F-HR
Q4 2025Dec 31, 2025Feb 11, 202697$1.5B13F-HR
Q3 2025Sep 30, 2025Nov 4, 2025102$1.6B13F-HR
Q2 2025Jun 30, 2025Aug 11, 2025106$1.6B13F-HR
Q1 2025Mar 31, 2025May 1, 2025112$1.6B13F-HR
Q4 2024Dec 31, 2024Jan 31, 2025117$1.6B13F-HR
Q3 2024Sep 30, 2024Oct 31, 2024115$1.7B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.