Wilkinson Global Asset Management LLC

RIA/Wealth

Wilkinson Global Asset Management LLC is a RIA/Wealth based in New York, NY led by Donald Iii Mclean Wilkinson, reporting $2.1B in AUM as of Q3 2025 with 39% Technology concentration and 57% concentrated in top 10 holdings.

CEODonald Iii Mclean Wilkinson

Portfolio Value: $1.6B
Positions: 66
Top Holding: MSFT at 7.98%
Last Reported: Q3 2025

Address437 Madison Avenue, 33rd Floor, New York, NY, 10022, United States

Top Holdings

Largest long holdings in Wilkinson Global Asset Management LLC's portfolio (56.9% of total portfolio)

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GthenH

Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Microsoft MSFT	Software - Infrastructure Technology	$126.8M	7.98%	-$5.0M Sold	0.00% 244.8K shares	Q1 2021 Held for 4y 8m
2 TJX Companies TJX	Apparel - Retail Consumer Cyclical	$125.5M	7.90%	-$3.9M Sold	0.08% 868.3K shares	Q1 2021 Held for 4y 8m
3 JPMorgan Chase JPM	Banks - Diversified Financial Services	$120.2M	7.56%	-$3.9M Sold	0.01% 380.9K shares	Q1 2021 Held for 4y 8m
4 Apple AAPL	Consumer Electronics Technology	$93.4M	5.87%	-$2.9M Sold	0.00% 366.7K shares	Q1 2021 Held for 4y 8m
5 Nvidia NVDA	Semiconductors Technology	$88.7M	5.58%	-$15.3M Sold	0.00% 475.5K shares	Q1 2021 Held for 4y 8m
6 Taiwan Semiconductor Manufacturing Company TSM	Semiconductors Technology	$80.4M	5.06%	-$613.9K Sold	— 287.9K shares	Q2 2025 Held for 5 months
7 Sherwin-Williams SHW	Chemicals - Specialty Basic Materials	$74.2M	4.67%	-$1.0M Sold	0.09% 214.4K shares	Q1 2021 Held for 4y 8m
8 Texas Instruments TXN	Semiconductors Technology	$67.9M	4.27%	+$4.3M Bought	0.04% 369.5K shares	Q1 2021 Held for 4y 8m
9 Union Pacific UNP	Railroads Industrials	$66.0M	4.15%	-$2.0M Sold	0.05% 279.3K shares	Q1 2021 Held for 4y 8m
10 Amgen AMGN	Drug Manufacturers - General Healthcare	$61.6M	3.88%	-$10.0M Sold	0.04% 218.4K shares	Q1 2021 Held for 4y 8m

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GthenH

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Wilkinson Global Asset Management LLC's latest filing

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GthenC

Market Value

$1.6B

Prior: $1.6B

Q/Q Change

-0.042%

-$661.9K

Net Flows % of MV

-2.01%

Turnover Ratio

3.0%

New Purchases

2 stocks

$12.8M

Added To

19 stocks

+$25.2M

Sold Out Of

7 stocks

$5.0M

Reduced Holdings

25 stocks

-$65.0M

Increased Positions

Position	Shares Δ	Change
1 Broadcom Inc. AVGO	New	0 → 37.7K +$12.4M
2 SAP SAP SAP	New	0 → 1.3K +$352.7K
3 Coinbase Global, Inc. COIN	+89.59%	26.2K → 49.6K +$7.9M
4 NVO Novo Nordisk NVO	+44.08%	3.4K → 4.9K +$82.7K
5 Parker-Hannifin PH	+28.2%	37.8K → 48.4K +$8.1M

Decreased Positions

Position	Shares Δ	Change
1 Thermo Fisher Scientific TMO	Sold	4.3K → 0 −$1.7M
2 TM Toyota Motor Corporation TM	Sold	8.0K → 0 −$1.4M
3 CyberArk Software CYBR	Sold	1.4K → 0 −$557.4K
4 SPDR S&P MidCap 400 ETF MDY	Sold	940.0 → 0 −$532.7K
5 Enterprise Products Partners EPD	Sold	10.6K → 0 −$329.9K