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Wilkinson Global Asset Management LLC
Wilkinson Global Asset Management LLC is an independent investment advisory and asset management firm headquartered in New York, NY. Founded in 1972, the firm serves both taxable and tax-exempt clients worldwide, including high net worth individuals, charitable organizations, and corporate clients. With approximately 13 employees, the firm provides global asset management and advisory services and files regulatory reports with the SEC.
Investment Strategy
Wilkinson Global Asset Management LLC manages diversified portfolios with a global focus, predominantly investing in public equities across various sectors and geographies. The firm employs a thematic and fundamental approach, aiming for long-term capital appreciation while managing risk. Their strategy emphasizes in-depth research, active security selection, and portfolio diversification to serve the distinct objectives of high net worth individuals, charitable organizations, and businesses.
Latest 13F Filing Activity
Wilkinson Global Asset Management LLC filed their most recent 13F report on Jun 30, 2025 disclosing 70 equity positions with a total 13F market value of $2B. The fund increased holdings in Taiwan Semiconductor MFG LTD, Spotify Technology S A, Microsoft Corp. among other positions. Wilkinson Global Asset Management LLC reduced exposure to Toyota Motor Corp., Thermo Fisher Scientific Inc., Pool Corp. among others.
Top Holdings
Equity Positions (70)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP | 7.96% | $126.6M | 254,546 | $235.96 | $497.41 | +$24.7M |
J JPM | JPMORGAN CHASE & CO. | 7.17% | $114.0M | 393,242 | $152.20 | $289.91 | +$4.0M |
T TJX | TJX COS INC NEW | 6.95% | $110.6M | 895,585 | $66.51 | $123.49 | -$10.0M |
N NVDA | NVIDIA CORPORATION | 5.54% | $88.1M | 557,453 | $13.47 | $157.99 | +$24.0M |
A AAPL | APPLE INC | 4.88% | $77.6M | 378,207 | $122.31 | $205.17 | -$19.6M |
Industry Allocation
Investment Team (3)
| Name | Role | Location | |
|---|---|---|---|
 | Portfolio Manager and Partner | New York, NY , United States | |
R Ryan Dodge | Securities Analyst | New York, NY , United States | |
 | Portfolio Manager | New York, NY , United States |
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