2026 Q1 Portfolio Activity
In 2026 Q1, Wilkinson Global Asset Management LLC maintained a portfolio of 63 distinct positions. They heavily accumulated shares in BANCO SANTANDER SA, increasing the position by 4619.1%. Conversely, Wilkinson Global Asset Management LLC completely exited their position in ACCENTURE PLC IRELAND.
Position History
hover any row below to update
Loading…
Total Positions
63
Quarter
2026 Q1
Top Holding
TJX (8.9%)
Top 10 Concentration
60.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 63
Wilkinson Global Asset Management LLC Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
TJX
TJX COS INC NEW
|
Consumer Cyclical | 8.87% | 8.19% |
#1
Prev: #1
|
6.0 |
—
|
-51,052 | -6.5% |
P
S
|
729,324 | $116,473,043 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 7.42% | 7.79% |
#2
Prev: #2
|
5.0 |
—
|
-22,818 | -6.4% |
P
S
|
331,239 | $97,437,264 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TSM
TAIWAN SEMICOND...
|
Technology | 6.48% | 5.59% |
#3
3
Prev: #6
|
4.1 |
—
|
-17,474 | -6.5% |
P
S
|
251,898 | $85,128,929 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AAPL
APPLE INC
|
Technology | 6.27% | 6.39% |
#4
Prev: #4
|
3.5 |
—
|
-19,943 | -5.8% |
P
S
|
324,381 | $82,324,654 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 6.12% | 5.96% |
#5
Prev: #5
|
3.4 |
—
|
-6,873 | -1.5% |
P
S
|
460,816 | $80,366,310 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 6.08% | 7.56% |
#6
3
Prev: #3
|
2.9 |
—
|
-13,265 | -5.8% |
P
S
|
215,538 | $79,785,702 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMGN
AMGEN INC
|
Healthcare | 5.01% | 4.48% |
#7
1
Prev: #8
|
2.5 |
—
|
-13,638 | -6.8% |
P
S
|
186,865 | $65,748,450 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SHW
SHERWIN WILLIAM...
|
Basic Materials | 4.70% | 4.49% |
#8
1
Prev: #7
|
2.4 |
—
|
-10,466 | -5.2% |
P
S
|
192,396 | $61,672,538 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
TXN
TEXAS INSTRS IN...
|
Technology | 4.64% | 4.01% |
#9
1
Prev: #10
|
2.4 |
—
|
-24,423 | -7.2% |
P
S
|
313,964 | $60,952,971 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DE
DEERE & CO
|
Industrials | 4.47% | 3.52% |
#10
3
Prev: #13
|
2.3 |
—
|
-6,613 | -6.0% |
P
S
|
104,077 | $58,626,574 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
UNP
UNION PAC CORP
|
Industrials | 4.46% | 4.10% |
#11
2
Prev: #9
|
2.3 |
—
|
-18,143 | -7.0% |
P
S
|
241,285 | $58,540,567 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ADI
ANALOG DEVICES ...
|
Technology | 4.38% | 3.42% |
#12
3
Prev: #15
|
2.3 |
—
|
-4,159 | -2.3% |
P
S
|
180,598 | $57,455,448 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LIN
LINDE PLC
|
Basic Materials | 4.12% | 3.43% |
#13
1
Prev: #14
|
2.1 |
—
|
-8,589 | -7.3% |
P
S
|
109,058 | $54,066,594 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 3.84% | 3.90% |
#14
3
Prev: #11
|
2.0 |
—
|
-5,280 | -2.1% |
P
S
|
242,034 | $50,408,422 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
V
VISA INC
|
Financial Services | 3.52% | 3.75% |
#15
3
Prev: #12
|
1.9 |
—
|
-3,573 | -2.3% |
P
S
|
153,103 | $46,273,851 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PH
PARKER-HANNIFIN...
|
Industrials | 3.19% | 2.86% |
#16
2
Prev: #18
|
1.8 |
—
|
-774 | -1.6% |
P
S
|
46,801 | $41,898,127 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
DIS
DISNEY WALT CO
|
Communication Services | 2.69% | 3.09% |
#17
Prev: #17
|
1.6 |
—
|
-31,633 | -7.9% |
P
S
|
366,306 | $35,304,572 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PGR
PROGRESSIVE COR...
|
Financial Services | 2.20% | 2.31% |
#18
2
Prev: #20
|
1.4 |
—
|
-2,761 | -1.9% |
P
S
|
145,820 | $28,907,357 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WSO
WATSCO INC
|
Industrials | 2.16% | 1.82% |
#19
2
Prev: #21
|
1.4 |
—
|
-841 | -1.1% |
P
S
|
78,084 | $28,406,179 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SAN
BANCO SANTANDER...
|
Financial Services | 1.41% | 0.03% |
#20
30
Prev: #50
|
3.6 |
—
|
1,607,460 | 4619.1% |
P
S
|
1,642,260 | $18,524,693 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
SPOT
SPOTIFY TECHNOL...
|
Communication Services | 1.40% | 1.29% |
#21
1
Prev: #22
|
2.6 |
—
|
5,371 | 16.5% |
P
S
|
37,905 | $18,380,514 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
AVGO
BROADCOM INC
|
Technology | 1.29% | 0.88% |
#22
2
Prev: #24
|
3.0 |
—
|
17,390 | 46.5% |
P
S
|
54,787 | $16,957,125 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
UBER
UBER TECHNOLOGI...
|
Technology | 1.22% | 1.22% |
#23
Prev: #23
|
1.0 |
—
|
5,049 | 2.3% |
P
S
|
222,814 | $16,027,011 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
INTU
INTUIT
|
Technology | 1.17% | 2.74% |
#24
5
Prev: #19
|
0.5 |
—
|
-25,193 | -41.5% |
P
S
|
35,462 | $15,333,059 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ABBV
ABBVIE INC
|
Healthcare | 0.29% | 0.28% |
#25
2
Prev: #27
|
0.6 |
—
|
-270 | -1.5% |
P
S
|
17,542 | $3,815,210 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
XOM
EXXON MOBIL COR...
|
Energy | 0.28% | 0.18% |
#26
6
Prev: #32
|
1.1 |
—
|
no change | no change |
P
S
|
21,989 | $3,730,654 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.25% | 0.20% |
#27
4
Prev: #31
|
0.6 |
—
|
-230 | -1.7% |
P
S
|
13,670 | $3,341,495 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
BRK/B
BERKSHIRE HATHA...
|
Financial Services | 0.22% | 0.22% |
#28
Prev: #28
|
0.6 |
—
|
-400 | -6.4% |
P
S
|
5,897 | $2,825,842 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MCD
MCDONALDS CORP
|
Consumer Cyclical | 0.20% | 0.18% |
#29
4
Prev: #33
|
0.6 |
—
|
-40 | -0.5% |
P
S
|
8,580 | $2,666,578 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WFC
WELLS FARGO & C...
|
Financial Services | 0.18% | 0.20% |
#30
Prev: #30
|
0.6 |
—
|
-750 | -2.4% |
P
S
|
30,400 | $2,420,144 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
RACE
FERRARI N V
|
Consumer Cyclical | 0.15% | 0.20% |
#31
2
Prev: #29
|
0.1 |
—
|
-2,200 | -27.4% |
P
S
|
5,840 | $1,976,548 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LOW
LOWES COS INC
|
Consumer Cyclical | 0.14% | 0.13% |
#32
2
Prev: #34
|
1.1 |
—
|
no change | no change |
P
S
|
7,800 | $1,842,984 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IDN
INTELLICHECK MO...
|
Technology | 0.13% | 0.11% |
#33
2
Prev: #35
|
0.6 |
—
|
4,710 | 2.0% |
P
S
|
242,478 | $1,694,921 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GLD
SPDR GOLD TR
|
ETF | 0.10% | 0.08% |
#34
2
Prev: #36
|
1.0 |
—
|
no change | no change |
P
S
|
2,948 | $1,268,495 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MRK
MERCK & CO INC
|
Healthcare | 0.07% | 0.06% |
#35
2
Prev: #37
|
0.5 |
—
|
-115 | -1.4% |
P
S
|
8,090 | $973,146 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
PNW
PINNACLE WEST C...
|
Utilities | 0.07% | 0.05% |
#36
2
Prev: #38
|
1.0 |
—
|
no change | no change |
P
S
|
9,000 | $906,750 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ROST
ROSS STORES INC
|
Consumer Cyclical | 0.07% | 0.05% |
#37
2
Prev: #39
|
1.0 |
—
|
no change | no change |
P
S
|
4,174 | $904,214 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
FANG
DIAMONDBACK ENE...
|
Energy | 0.06% | 0.04% |
#38
5
Prev: #43
|
1.0 |
—
|
no change | no change |
P
S
|
4,050 | $801,049 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
CVX
CHEVRON CORPORA...
|
Energy | 0.05% | 0.04% |
#39
5
Prev: #44
|
0.5 |
—
|
-20 | -0.6% |
P
S
|
3,433 | $710,288 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
UHT
UNIVERSAL HEALT...
|
Bond/Debt | 0.05% | 0.05% |
#40
1
Prev: #41
|
1.0 |
—
|
no change | no change |
P
S
|
17,000 | $687,990 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
ASML
ASML HLDG NV
|
Technology | 0.05% | 0.03% |
#41
4
Prev: #45
|
1.0 |
—
|
no change | no change |
P
S
|
465 | $614,186 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
EOG
EOG RES INC
|
Energy | 0.05% | 0.03% |
#42
7
Prev: #49
|
1.0 |
—
|
no change | no change |
P
S
|
4,200 | $607,194 | 2022 Q3 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOG
ALPHABET INC
|
Communication Services | 0.05% | 0.04% |
#43
1
Prev: #42
|
0.5 |
—
|
-20 | -1.0% |
P
S
|
2,075 | $595,234 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 0.04% | 0.05% |
#44
4
Prev: #40
|
0.5 |
—
|
-225 | -10.3% |
P
S
|
1,962 | $564,193 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MELI
MERCADOLIBRE IN...
|
Consumer Cyclical | 0.03% | 0.03% |
#45
2
Prev: #47
|
1.0 |
—
|
no change | no change |
P
S
|
226 | $390,759 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
LLY
ELI LILLY & CO
|
Healthcare | 0.03% | 0.03% |
#46
2
Prev: #48
|
1.0 |
—
|
no change | no change |
P
S
|
420 | $386,303 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
WEX
WEX INC
|
Technology | 0.03% | 0.02% |
#47
6
Prev: #53
|
1.0 |
—
|
no change | no change |
P
S
|
2,450 | $374,948 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
META
META PLATFORMS ...
|
Communication Services | 0.03% | 0.03% |
#48
2
Prev: #46
|
0.5 |
—
|
-49 | -7.1% |
P
S
|
645 | $369,024 | 2021 Q1 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
MS
MORGAN STANLEY
|
Financial Services | 0.03% | 0.03% |
#49
3
Prev: #52
|
1.0 |
—
|
no change | no change |
P
S
|
2,219 | $365,181 | 2021 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 | |||
|
IMO
IMPERIAL OIL LT...
|
Energy | 0.03% | 0.02% |
#50
9
Prev: #59
|
1.0 |
—
|
no change | no change |
P
S
|
2,695 | $352,560 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-13 |
Showing 1-50 of 63 holdings