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
- AAPL - APPLE INC, 14.71%
- AMGN - AMGEN INC, 11.76%
- 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.
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