Long-term investor
Wilkinson Global Asset Management LLC @wilkinsonglobalassetmana
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001764000).
Record
- Tracked since 2025-06-30 (434 days), 49 trades recorded
- Returns: week n/a · month n/a · 90 days +12.8% · 6 months +10.0% · 1 year +12.1% · all +12.1%
- Max drawdown -3.2% · Sharpe 0.49 · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NVDA · 7.1% · long · since 2025-06-30
- TSM · 7.0% · long · since 2025-06-30
- JPM · 6.5% · long · since 2025-06-30
- TJX · 6.2% · long · since 2025-06-30
- AAPL · 5.8% · long · since 2025-06-30
- MSFT · 5.0% · long · since 2025-06-30
- TXN · 4.9% · long · since 2025-06-30
- AMZN · 4.5% · long · since 2025-06-30
- ADI · 4.4% · long · since 2025-06-30
- SHW · 4.3% · long · since 2025-06-30
- V · 4.1% · long · since 2025-06-30
- AMGN · 3.9% · long · since 2025-06-30