13F
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Wilkinson Global Asset Management LLC

13F equity value
$1.3B
Positions
60
Top 10 concentration
60.1%
Quarters / total new picks
19 / 72
13F equity value over time
$0M$902M$2B202120222023202420252026

"13F equity value" = market value of this filer's US-listed long equity positions only. It excludes cash, bonds, non-US and short positions, so it understates a fund's true assets under management — often by a lot.

Not significant Verdict

13F holdings are disclosed ~45 days after quarter-end, and they never reveal when within the quarter a fund actually bought. So any 13F-based summary is structurally late and blurred — this applies to every fund, including this one.

We backtested copying it anyway. Buying this fund's new positions the day each filing went public, over 19 quarters, returned +0.5% per quarter — versus +1.8% per quarter from simply owning every 13F stock. It beat that baseline in only 31.6% of quarters (excess t = 0.03, not statistically significant). Its filings tell you what it bought — not what you should buy.

Avg 2Q excess
+0.1%
t-stat
0.03
Quarterly win rate
32%
Annualized excess
-6.4%
$1 → follow vs universe
$0.99 vs $1.33
Cumulative return: $1 invested in new picks vs universe
1.00 20210630: universe 1.08020210930: universe 0.96920211231: universe 0.82520220331: universe 0.88620220630: universe 0.82120220930: universe 0.88120221231: universe 0.81920230331: universe 0.86320230630: universe 0.83220230930: universe 0.94420231231: universe 0.98620240331: universe 1.00820240630: universe 1.10020240930: universe 1.09120241231: universe 1.01820250331: universe 1.11020250630: universe 1.14420250930: universe 1.28720251231: universe 1.331 20210630: follow 1.06820210930: follow 0.84120211231: follow 0.69820220331: follow 0.65020220630: follow 0.72320220930: follow 0.71620221231: follow 0.77220230331: follow 0.78120230630: follow 0.80520230930: follow 0.94320231231: follow 0.95720240331: follow 1.03420240630: follow 0.99720240930: follow 1.11620241231: follow 0.93620250331: follow 0.94820250630: follow 0.97320250930: follow 0.97220251231: follow 0.991 0.60 1.02 1.44 20212022202320242025 Follow Universe

Quarterly compounding, invested quarters only · entry 47 days after quarter-end (when 13F data becomes public)

Listed as facts. See the verdict above before treating this as signal.

Top 20 holdings of 60 · 2026 Q1

Ticker Value Weight QoQ
TJX $116M
8.9%
TRIM
JPM $97M
7.4%
TRIM
TSM $85M
6.5%
TRIM
AAPL $82M
6.3%
TRIM
NVDA $80M
6.1%
HOLD
MSFT $80M
6.1%
TRIM
AMGN $66M
5.0%
TRIM
SHW $62M
4.7%
TRIM
TXN $61M
4.6%
TRIM
DE $59M
4.5%
TRIM
UNP $59M
4.5%
TRIM
ADI $57M
4.4%
TRIM
LIN $54M
4.1%
TRIM
AMZN $50M
3.8%
TRIM
V $46M
3.5%
TRIM
PH $42M
3.2%
HOLD
DIS $35M
2.7%
TRIM
PGR $29M
2.2%
HOLD
WSO $28M
2.2%
HOLD
SAN $19M
1.4%
ADD

QoQ vs previous quarter's share count · NEW = new position · ADD/TRIM = ±2% shares · HOLD = unchanged.

Listed as facts. See the verdict above before treating this as signal.

New positions in 2026 Q1

None.

Method & Limitations

Method: a "new position" = held this quarter, absent last quarter (options excluded; stocks with <50 prior holders excluded to filter spin-off artifacts). Entry 47 days after quarter-end — the first day the public could act on the filing. Benchmark = equal-weighted universe of all 13F-held stocks. Limitations: quarterly snapshots can't see intra-quarter trades; survivorship bias — funds that shut down are absent, which flatters the sample. Statistics, not advice.