Wilkinson Global Asset Management LLC - Portfolio overview

Wilkinson Global Asset Management LLC has 68 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

  1. AAPL - APPLE INC, 14.71%
  2. AMGN - AMGEN INC, 11.76%
  3. TXN - TEXAS INSTRS INC, 11.05%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.