Sign In
test

Charlie Wilkinson

Wilkinson Global Asset Management Llc

Assets Managed
$1.313B
Holdings
60
Last Quarter
2026 - Q1
Filed Date
13d ago
Growth Rate
-10.33%(2Q avg: -9.11%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Wilkinson Global Asset Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Wilkinson Global Asset Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 1.313B in assets, with a quarterly growth rate of -10.33% and a 2-quarter average growth rate of -9.11%. The portfolio is managed by Charlie Wilkinson, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
TJX
Tjx Companies Inc
Recent Activity
Decreased -6.54%
8.88%
$116.473M
729,324 shares@ $159.71 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -6.44%
7.43%
$97.437M
331,239 shares@ $294.16 avg price
TSM
Taiwan Semiconductor-sp Adr
Recent Activity
Decreased -6.48%
6.49%
$85.129M
251,898 shares@ $337.95 avg price
AAPL
Apple Inc
Recent Activity
Decreased -5.79%
6.28%
$82.325M
324,381 shares@ $253.8 avg price
NVDA
Nvidia Corp
Recent Activity
Decreased -1.46%
6.13%
$80.366M
460,816 shares@ $174.4 avg price
MSFT
Microsoft Corp
Recent Activity
Decreased -5.79%
6.08%
$79.786M
215,538 shares@ $370.18 avg price
AMGN
Amgen Inc
Recent Activity
Decreased -6.8%
5.01%
$65.748M
186,865 shares@ $351.85 avg price
SHW
Sherwin-williams Co The
Recent Activity
Decreased -5.15%
4.7%
$61.673M
192,396 shares@ $320.56 avg price
TXN
Texas Instruments Inc
Recent Activity
Decreased -7.21%
4.65%
$60.953M
313,964 shares@ $194.15 avg price
DE
Deere & Co
Recent Activity
Decreased -5.97%
4.47%
$58.627M
104,077 shares@ $563.3 avg price

1-10 of 60