CIK 1764000
Wilkinson Global Asset Management LLC
Institutional 13F holdings & portfolio
Holdings
63
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
3
Holdings
13F filings as of Dec 31, 2025 · Showing 51–63 of 63
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MS | MORGAN STANLEY | 2K | $100K–$500K | SH |
| WEX | WEX INC | 2K | $100K–$500K | SH |
| C | CITIGROUP INC | 3K | $100K–$500K | SH |
| CP | CANADIAN PACIFIC KANSAS CITY | 4K | $100K–$500K | SH |
| MMM | 3M CO | 2K | $100K–$500K | SH |
| WMB | WILLIAMS COS INC | 4K | $100K–$500K | SH |
| IMO | IMPERIAL OIL LTD | 3K | $100K–$500K | SH |
| IUSV | ISHARES TR | 2K | $100K–$500K | SH |
| COP | CONOCOPHILLIPS | 2K | $100K–$500K | SH |
| NFLX | NETFLIX INC | 2K | $100K–$500K | SH |
| VEA | VANGUARD TAX-MANAGED FDS | 3K | $100K–$500K | SH |
| SGU | STAR GROUP L P | 10K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 128 | $50K–$100K | SH |