Wilkinson Global Asset Management
Latest statistics and disclosures from Wilkinson Global Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are TJX, JPM, MSFT, AAPL, AMGN, and represent 32.25% of Wilkinson Global Asset Management's stock portfolio.
- Added to shares of these 10 stocks: SHW (+$24M), KNSL, ODFL, COST, PH, PGR, V, LIN, BLDR, SCHW.
- Started 2 new stock positions in SCHW, COST.
- Reduced shares in these 10 stocks: TJX, HDB, AAPL, JPM, MSFT, KO, UNP, TM, TXN, AMGN.
- Sold out of its positions in BKNG, KO, STZ, NFLX, ORCL, PANW.
- Wilkinson Global Asset Management was a net buyer of stock by $10M.
- Wilkinson Global Asset Management has $1.6B in assets under management (AUM), dropping by -1.70%.
- Central Index Key (CIK): 0001764000
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Portfolio Holdings for Wilkinson Global Asset Management
Wilkinson Global Asset Management holds 75 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| TJX Companies (TJX) | 7.5 | $121M | 990k | 121.80 |
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| JPMorgan Chase & Co. (JPM) | 6.9 | $110M | 449k | 245.30 |
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| Microsoft Corporation (MSFT) | 6.4 | $102M | 272k | 375.39 |
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| Apple (AAPL) | 6.1 | $97M | 438k | 222.13 |
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| Amgen (AMGN) | 5.4 | $86M | 276k | 311.55 |
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| Sherwin-Williams Company (SHW) | 4.8 | $77M | +44% | 220k | 349.19 |
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| Union Pacific Corporation (UNP) | 4.6 | $74M | 312k | 236.24 |
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| Accenture Plc Ireland Shs Class A (ACN) | 4.3 | $69M | 222k | 312.04 |
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| Texas Instruments Incorporated (TXN) | 4.3 | $68M | 379k | 179.70 |
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| NVIDIA Corporation (NVDA) | 4.0 | $64M | 591k | 108.38 |
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| Deere & Company (DE) | 3.9 | $63M | 133k | 469.35 |
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| Visa Com Cl A (V) | 3.6 | $58M | 164k | 350.46 |
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| Linde SHS (LIN) | 3.5 | $56M | 121k | 465.64 |
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| Toyota Motor Corp Ads (TM) | 3.3 | $52M | -2% | 295k | 176.53 |
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| Amazon (AMZN) | 3.1 | $49M | 257k | 190.26 |
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| Walt Disney Company (DIS) | 3.0 | $49M | 493k | 98.70 |
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| Progressive Corporation (PGR) | 2.8 | $45M | 159k | 283.01 |
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| Watsco, Incorporated (WSO) | 2.8 | $44M | 87k | 508.30 |
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| Analog Devices (ADI) | 2.5 | $40M | 199k | 201.67 |
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| Intuit (INTU) | 2.5 | $39M | 64k | 613.99 |
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| Thermo Fisher Scientific (TMO) | 2.0 | $32M | 64k | 497.60 |
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| Chipotle Mexican Grill (CMG) | 1.8 | $29M | 583k | 50.21 |
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| Parker-Hannifin Corporation (PH) | 1.6 | $25M | +3% | 42k | 607.85 |
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| Pool Corporation (POOL) | 1.5 | $23M | 73k | 318.35 |
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| Kinsale Cap Group (KNSL) | 1.3 | $22M | +9% | 44k | 486.71 |
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| Zoetis Cl A (ZTS) | 1.2 | $19M | 117k | 164.65 |
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| Old Dominion Freight Line (ODFL) | 1.1 | $18M | +6% | 108k | 165.45 |
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| Yeti Hldgs (YETI) | 0.9 | $14M | 432k | 33.10 |
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| Builders FirstSource (BLDR) | 0.6 | $9.2M | +2% | 74k | 124.94 |
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| Abbvie (ABBV) | 0.2 | $3.9M | 18k | 209.52 |
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| Ferrari Nv Ord (RACE) | 0.2 | $3.6M | 8.4k | 427.88 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.5M | -4% | 6.5k | 532.58 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.7M | 23k | 118.93 |
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| McDonald's Corporation (MCD) | 0.2 | $2.7M | 8.7k | 312.37 |
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| Merck & Co (MRK) | 0.2 | $2.5M | 28k | 89.76 |
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| Johnson & Johnson (JNJ) | 0.2 | $2.5M | -5% | 15k | 165.84 |
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| Wells Fargo & Company (WFC) | 0.1 | $2.2M | 30k | 71.79 |
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| Lowe's Companies (LOW) | 0.1 | $1.8M | 7.9k | 233.23 |
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| Tractor Supply Company (TSCO) | 0.1 | $1.6M | +5% | 29k | 55.10 |
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| IDEXX Laboratories (IDXX) | 0.1 | $1.3M | +4% | 3.2k | 419.95 |
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| Applied Industrial Technologies (AIT) | 0.1 | $1.2M | +7% | 5.2k | 225.34 |
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| Enterprise Products Partners (EPD) | 0.1 | $993k | -12% | 29k | 34.14 |
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| Chevron Corporation (CVX) | 0.1 | $960k | -12% | 5.7k | 167.29 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $864k | -4% | 3.0k | 288.14 |
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| Pinnacle West Capital Corporation (PNW) | 0.1 | $857k | 9.0k | 95.25 |
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| Costco Wholesale Corporation (COST) | 0.0 | $782k | NEW | 827.00 | 945.78 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $745k | -7% | 4.8k | 154.64 |
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| Universal Health Rlty Income Sh Ben Int (UHT) | 0.0 | $696k | 17k | 40.96 |
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| Ross Stores (ROST) | 0.0 | $673k | 5.3k | 127.79 |
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| Intellicheck Com New (IDN) | 0.0 | $655k | +5% | 216k | 3.03 |
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| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $613k | 11k | 53.52 |
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| Cyberark Software SHS (CYBR) | 0.0 | $578k | 1.7k | 338.00 |
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| Affiliated Managers (AMG) | 0.0 | $538k | -5% | 3.2k | 168.03 |
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| Diamondback Energy (FANG) | 0.0 | $488k | 3.1k | 159.88 |
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| MercadoLibre (MELI) | 0.0 | $431k | 221.00 | 1950.87 |
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| Astrazeneca Sponsored Adr (AZN) | 0.0 | $395k | -6% | 5.4k | 73.50 |
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| Wright Express (WEX) | 0.0 | $385k | 2.5k | 157.02 |
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| Meta Platforms Cl A (META) | 0.0 | $377k | -46% | 654.00 | 576.36 |
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| EOG Resources (EOG) | 0.0 | $367k | -5% | 2.9k | 128.24 |
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| Eli Lilly & Co. (LLY) | 0.0 | $347k | -4% | 420.00 | 825.91 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $347k | 14k | 25.39 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $330k | -34% | 2.1k | 156.23 |
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| Williams Companies (WMB) | 0.0 | $320k | 5.4k | 59.76 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $305k | 460.00 | 662.63 |
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| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $305k | 10k | 29.28 |
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| Canadian Pacific Kansas City (CP) | 0.0 | $283k | 4.0k | 70.21 |
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| Hdfc Bank Sponsored Ads (HDB) | 0.0 | $272k | -86% | 4.1k | 66.44 |
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| 3M Company (MMM) | 0.0 | $269k | 1.8k | 146.86 |
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| ConocoPhillips (COP) | 0.0 | $263k | -6% | 2.5k | 105.02 |
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| Morgan Stanley Com New (MS) | 0.0 | $254k | -21% | 2.2k | 116.67 |
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| Cummins (CMI) | 0.0 | $252k | -6% | 805.00 | 313.44 |
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| Applied Materials (AMAT) | 0.0 | $246k | -4% | 1.7k | 145.12 |
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| Fiserv (FI) | 0.0 | $235k | 1.1k | 220.83 |
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| Novo-nordisk A S Adr (NVO) | 0.0 | $235k | +13% | 3.4k | 69.44 |
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| Charles Schwab Corporation (SCHW) | 0.0 | $202k | NEW | 2.6k | 78.28 |
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Past Filings by Wilkinson Global Asset Management
SEC 13F filings are viewable for Wilkinson Global Asset Management going back to 2021
- Wilkinson Global Asset Management 2025 Q1 filed May 1, 2025
- Wilkinson Global Asset Management 2024 Q4 filed Jan. 31, 2025
- Wilkinson Global Asset Management 2024 Q3 filed Oct. 31, 2024
- Wilkinson Global Asset Management 2024 Q2 filed Aug. 6, 2024
- Wilkinson Global Asset Management 2024 Q1 filed May 10, 2024
- Wilkinson Global Asset Management 2023 Q4 filed Feb. 12, 2024
- Wilkinson Global Asset Management 2023 Q3 filed Nov. 14, 2023
- Wilkinson Global Asset Management 2023 Q2 filed July 28, 2023
- Wilkinson Global Asset Management 2023 Q1 filed May 12, 2023
- Wilkinson Global Asset Management 2022 Q4 filed Jan. 31, 2023
- Wilkinson Global Asset Management 2022 Q3 filed Oct. 19, 2022
- Wilkinson Global Asset Management 2022 Q2 filed July 26, 2022
- Wilkinson Global Asset Management 2022 Q1 filed May 9, 2022
- Wilkinson Global Asset Management 2021 Q4 filed Feb. 14, 2022
- Wilkinson Global Asset Management 2021 Q3 filed Nov. 15, 2021
- Wilkinson Global Asset Management 2021 Q2 filed Aug. 16, 2021