Portfolio (Quarterly) Guide ↗

Wilkinson Global Asset Management LLC

· CIK 0001764000

13F Portfolio $1.3B AUM 91 positions Filed May 13, 2026 EDGAR ↗ ← All Funds

Q1 2026 Q4 2025 · All 6 Added 34 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	COIN	COINBASE GLOBAL INC	Financial Services	38,590	$8.7M	0.60%	SOLD
2	VEA	VANGUARD TAX-MANAGED FDS	—	3,883	$243K	0.02%	SOLD
3	IUSV	ISHARES TR	—	2,190	$225K	0.01%	SOLD

Sector Allocation

Technology 38.0%

Financial Services 14.9%

Industrials 14.3%

Consumer Cyclical 13.3%

Basic Materials 8.8%

Healthcare 5.7%

Communication Services 4.2%

Energy 0.5%

Utilities 0.1%

Real Estate 0.1%