Wilkinson Global Asset Management LLC Diversified Active

Location: New York, NY

CIK: 0001764000 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 13, 2026

Total Value: $1.313B (100.0% shares, 0.0% debt)

Holdings (60)

TJX TJX COS INC NEW 8.9%
Value $116M Shares 729,324 Est. Cost $62.43 Unrealized +147.0%
JPM JPMORGAN CHASE & CO 7.4%
Value $97.44M Shares 331,239 Est. Cost $127.41 Unrealized +144.4%
TSM TAIWAN SEMICONDUCTOR MANUFAC 6.5%
Value $85.13M Shares 251,898 Est. Cost $226.49 Unrealized
AAPL APPLE INC 6.3%
Value $82.32M Shares 324,381 Est. Cost $125.08 Unrealized +110.1%
NVDA NVIDIA CORPORATION 6.1%
Value $80.37M Shares 460,816 Est. Cost $92.33 Unrealized +102.1%
MSFT MICROSOFT CORP 6.1%
Value $79.79M Shares 215,538 Est. Cost $222.90 Unrealized +95.0%
AMGN AMGEN INC 5.0%
Value $65.75M Shares 186,865 Est. Cost $211.52 Unrealized +65.3%
SHW SHERWIN WILLIAMS CO 4.7%
Value $61.67M Shares 192,396 Est. Cost $281.33 Unrealized +26.3%
TXN TEXAS INSTRS INC 4.6%
Value $60.95M Shares 313,964 Est. Cost $158.98 Unrealized +29.7%
DE DEERE & CO 4.5%
Value $58.63M Shares 104,077 Est. Cost $358.40 Unrealized +53.8%
UNP UNION PAC CORP 4.5%
Value $58.54M Shares 241,285 Est. Cost $188.91 Unrealized +28.8%
ADI ANALOG DEVICES INC 4.4%
Value $57.46M Shares 180,598 Est. Cost $141.45 Unrealized +123.5%
LIN LINDE PLC 4.1%
Value $54.07M Shares 109,058 Est. Cost $407.43 Unrealized +12.9%
AMZN AMAZON COM INC 3.8%
Value $50.41M Shares 242,034 Est. Cost $127.41 Unrealized +78.0%
V VISA INC 3.5%
Value $46.27M Shares 153,103 Est. Cost $203.18 Unrealized +62.0%
PH PARKER-HANNIFIN CORP 3.2%
Value $41.9M Shares 46,801 Est. Cost $568.62 Unrealized +68.4%
DIS DISNEY WALT CO 2.7%
Value $35.3M Shares 366,306 Est. Cost $164.32 Unrealized -33.4%
PGR PROGRESSIVE CORP 2.2%
Value $28.91M Shares 145,820 Est. Cost $82.27 Unrealized +151.2%
WSO WATSCO INC 2.2%
Value $28.41M Shares 78,084 Est. Cost $291.29 Unrealized +34.6%
SAN BANCO SANTANDER SA 1.4%
Value $18.52M Shares 1,642,260 Est. Cost $11.29 Unrealized
SPOT SPOTIFY TECHNOLOGY S A 1.4%
Value $18.38M Shares 37,905 Est. Cost $622.28 Unrealized -20.1%
AVGO BROADCOM INC 1.3%
Value $16.96M Shares 54,787 Est. Cost $314.76 Unrealized +6.2%
UBER UBER TECHNOLOGIES INC 1.2%
Value $16.03M Shares 222,814 Est. Cost $89.79 Unrealized -12.3%
INTU INTUIT 1.2%
Value $15.33M Shares 35,462 Est. Cost $373.72 Unrealized +33.1%
ABBV ABBVIE INC 0.3%
Value $3.815M Shares 17,542 Est. Cost $94.06 Unrealized +136.6%
XOM EXXON MOBIL CORP 0.3%
Value $3.731M Shares 21,989 Est. Cost $45.48 Unrealized +205.1%
JNJ JOHNSON & JOHNSON 0.3%
Value $3.341M Shares 13,670 Est. Cost $146.63 Unrealized +55.4%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $2.826M Shares 5,897 Est. Cost $253.67 Unrealized +94.5%
MCD MCDONALDS CORP 0.2%
Value $2.667M Shares 8,580 Est. Cost $191.26 Unrealized +65.9%
WFC WELLS FARGO & CO 0.2%
Value $2.42M Shares 30,400 Est. Cost $32.94 Unrealized +173.3%
RACE FERRARI N V 0.2%
Value $1.977M Shares 5,840 Est. Cost $207.43 Unrealized +71.9%
LOW LOWES COS INC 0.1%
Value $1.843M Shares 7,800 Est. Cost $158.13 Unrealized +71.7%
IDN INTELLICHECK MOBILISA INC 0.1%
Value $1.695M Shares 242,478 Est. Cost $4.87 Unrealized +14.5%
GLD SPDR GOLD TR 0.1%
Value $1.268M Shares 2,948 Est. Cost $165.97 Unrealized
MRK MERCK & CO INC 0.1%
Value $973K Shares 8,090 Est. Cost $63.20 Unrealized +80.8%
PNW PINNACLE WEST CAP CORP 0.1%
Value $907K Shares 9,000 Est. Cost $62.43 Unrealized +49.8%
ROST ROSS STORES INC 0.1%
Value $904K Shares 4,174 Est. Cost $112.20 Unrealized +71.5%
FANG DIAMONDBACK ENERGY INC 0.1%
Value $801K Shares 4,050 Est. Cost $117.24 Unrealized +36.3%
CVX CHEVRON CORPORATION 0.1%
Value $710K Shares 3,433 Est. Cost $117.88 Unrealized +45.8%
UHT UNIVERSAL HEALTH RLTY INCOME 0.1%
Value $688K Shares 17,000 Est. Cost $67.76 Unrealized
ASML ASML HLDG NV 0.0%
Value $614K Shares 465 Est. Cost $549.14 Unrealized
EOG EOG RES INC 0.0%
Value $607K Shares 4,200 Est. Cost $101.07 Unrealized +10.9%
GOOG ALPHABET INC 0.0%
Value $595K Shares 2,075 Est. Cost $110.66 Unrealized +192.5%
GOOGL ALPHABET INC 0.0%
Value $564K Shares 1,962 Est. Cost $114.65 Unrealized +182.0%
MELI MERCADOLIBRE INC 0.0%
Value $391K Shares 226 Est. Cost $1678.60 Unrealized +23.1%
LLY ELI LILLY & CO 0.0%
Value $386K Shares 420 Est. Cost $414.98 Unrealized +152.3%
WEX WEX INC 0.0%
Value $375K Shares 2,450 Est. Cost $211.04 Unrealized -26.1%
META META PLATFORMS INC 0.0%
Value $369K Shares 645 Est. Cost $346.06 Unrealized +89.4%
MS MORGAN STANLEY 0.0%
Value $365K Shares 2,219 Est. Cost $77.73 Unrealized +131.1%
IMO IMPERIAL OIL LTD 0.0%
Value $353K Shares 2,695 Est. Cost $70.25 Unrealized +49.4%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $317K Shares 4,035 Est. Cost $77.51 Unrealized -0.3%
WMB WILLIAMS COS INC 0.0%
Value $301K Shares 4,140 Est. Cost $17.83 Unrealized +272.1%
COP CONOCOPHILLIPS 0.0%
Value $297K Shares 2,250 Est. Cost $90.00 Unrealized +14.0%
MA MASTERCARD INCORPORATED 0.0%
Value $292K Shares 585 Est. Cost $551.47 Unrealized -2.3%
SONY SONY GROUP CORP 0.0%
Value $284K Shares 13,730 Est. Cost $33.00 Unrealized
ACN ACCENTURE PLC IRELAND 0.0%
Value $273K Shares 1,375 Est. Cost $241.32 Unrealized +4.9%
MMM 3M CO 0.0%
Value $266K Shares 1,833 Est. Cost $119.14 Unrealized +37.6%
NFLX NETFLIX INC. 0.0%
Value $255K Shares 2,650 Est. Cost $103.69 Unrealized -19.1%
C CITIGROUP INC 0.0%
Value $245K Shares 2,164 Est. Cost $96.17 Unrealized +20.8%
SGU STAR GROUP LP 0.0%
Value $123K Shares 10,000 Est. Cost $12.30 Unrealized +2.9%