Wilkinson Global Asset Management as of Sept. 30, 2024
Portfolio Holdings for Wilkinson Global Asset Management
Wilkinson Global Asset Management holds 77 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 7.2 | $120M | 1.0M | 117.54 | |
| Microsoft Corporation (MSFT) | 7.2 | $120M | 278k | 430.30 | |
| Apple (AAPL) | 6.3 | $105M | 449k | 233.00 | |
| JPMorgan Chase & Co. (JPM) | 6.2 | $103M | 489k | 210.86 | |
| Amgen (AMGN) | 5.5 | $92M | 285k | 322.21 | |
| Texas Instruments Incorporated (TXN) | 4.8 | $80M | 389k | 206.57 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.8 | $80M | 227k | 353.48 | |
| Union Pacific Corporation (UNP) | 4.7 | $79M | 319k | 246.48 | |
| NVIDIA Corporation (NVDA) | 4.4 | $73M | 598k | 121.44 | |
| Sherwin-Williams Company (SHW) | 3.5 | $59M | 153k | 381.67 | |
| Linde SHS (LIN) | 3.5 | $58M | 121k | 476.86 | |
| Toyota Motor Corp Ads (TM) | 3.3 | $55M | 306k | 178.57 | |
| Deere & Company (DE) | 3.2 | $54M | 128k | 417.33 | |
| Walt Disney Company (DIS) | 2.9 | $49M | 507k | 96.19 | |
| Amazon (AMZN) | 2.9 | $48M | 258k | 186.33 | |
| Analog Devices (ADI) | 2.8 | $46M | 200k | 230.17 | |
| Visa Com Cl A (V) | 2.7 | $45M | 163k | 274.95 | |
| Watsco, Incorporated (WSO) | 2.6 | $43M | 87k | 491.88 | |
| Progressive Corporation (PGR) | 2.4 | $40M | 159k | 253.76 | |
| Intuit (INTU) | 2.4 | $40M | 65k | 621.00 | |
| Thermo Fisher Scientific (TMO) | 2.4 | $40M | 64k | 618.57 | |
| Pool Corporation (POOL) | 1.7 | $28M | 74k | 376.80 | |
| Hdfc Bank Sponsored Ads (HDB) | 1.7 | $28M | 446k | 62.56 | |
| Chipotle Mexican Grill (CMG) | 1.6 | $26M | 453k | 57.62 | |
| Parker-Hannifin Corporation (PH) | 1.5 | $25M | 39k | 631.82 | |
| Zoetis Cl A (ZTS) | 1.4 | $23M | 117k | 195.38 | |
| Old Dominion Freight Line (ODFL) | 1.3 | $21M | 106k | 198.64 | |
| Yeti Hldgs (YETI) | 1.1 | $18M | 440k | 41.03 | |
| Builders FirstSource (BLDR) | 0.8 | $14M | 70k | 193.86 | |
| Ferrari Nv Ord (RACE) | 0.2 | $3.9M | 8.3k | 470.11 | |
| Abbvie (ABBV) | 0.2 | $3.7M | 19k | 197.48 | |
| Merck & Co (MRK) | 0.2 | $3.2M | 28k | 113.56 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.1M | 6.8k | 460.26 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $2.8M | 24k | 117.22 | |
| McDonald's Corporation (MCD) | 0.2 | $2.7M | 8.8k | 304.51 | |
| Johnson & Johnson (JNJ) | 0.2 | $2.6M | 16k | 162.06 | |
| Lowe's Companies (LOW) | 0.1 | $2.5M | 9.1k | 270.85 | |
| Chevron Corporation (CVX) | 0.1 | $2.5M | 17k | 147.27 | |
| Kinsale Cap Group (KNSL) | 0.1 | $1.9M | 4.0k | 465.57 | |
| Wells Fargo & Company (WFC) | 0.1 | $1.7M | 30k | 56.49 | |
| Tractor Supply Company (TSCO) | 0.1 | $1.6M | 5.4k | 290.93 | |
| IDEXX Laboratories (IDXX) | 0.1 | $1.5M | 3.0k | 505.22 | |
| Coca-Cola Company (KO) | 0.1 | $1.5M | 21k | 71.86 | |
| Enterprise Products Partners (EPD) | 0.1 | $971k | 33k | 29.11 | |
| Ross Stores (ROST) | 0.1 | $905k | 6.0k | 150.51 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $862k | 5.2k | 165.85 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $797k | 9.0k | 88.59 | |
| Universal Health Rlty Income Sh Ben Int (UHT) | 0.0 | $778k | 17k | 45.75 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $766k | 3.2k | 243.06 | |
| Meta Platforms Cl A (META) | 0.0 | $710k | 1.2k | 572.44 | |
| Affiliated Managers (AMG) | 0.0 | $605k | 3.4k | 177.80 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $543k | 3.2k | 167.19 | |
| Diamondback Energy (FANG) | 0.0 | $526k | 3.1k | 172.40 | |
| Wright Express (WEX) | 0.0 | $514k | 2.5k | 209.73 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $509k | 11k | 44.46 | |
| Cyberark Software SHS (CYBR) | 0.0 | $499k | 1.7k | 291.61 | |
| MercadoLibre (MELI) | 0.0 | $454k | 221.00 | 2051.96 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $447k | 5.7k | 77.91 | |
| EOG Resources (EOG) | 0.0 | $433k | 3.5k | 122.93 | |
| Intellicheck Com New (IDN) | 0.0 | $416k | 192k | 2.17 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $403k | 3.4k | 119.07 | |
| Eli Lilly & Co. (LLY) | 0.0 | $391k | 441.00 | 885.94 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $383k | 460.00 | 833.25 | |
| Applied Materials (AMAT) | 0.0 | $360k | 1.8k | 202.05 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $352k | 10k | 33.86 | |
| Constellation Brands Cl A (STZ) | 0.0 | $349k | 1.4k | 257.69 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $345k | 4.0k | 85.54 | |
| Booking Holdings (BKNG) | 0.0 | $333k | 79.00 | 4212.11 | |
| Williams Companies (WMB) | 0.0 | $320k | 7.0k | 45.65 | |
| Oracle Corporation (ORCL) | 0.0 | $293k | 1.7k | 170.40 | |
| Morgan Stanley Com New (MS) | 0.0 | $289k | 2.8k | 104.24 | |
| ConocoPhillips (COP) | 0.0 | $282k | 2.7k | 105.28 | |
| Cummins (CMI) | 0.0 | $279k | 860.00 | 323.79 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $264k | 2.7k | 96.57 | |
| 3M Company (MMM) | 0.0 | $251k | 1.8k | 136.70 | |
| Netflix (NFLX) | 0.0 | $240k | 339.00 | 709.27 | |
| Mondelez Intl Cl A (MDLZ) | 0.0 | $221k | 3.0k | 73.67 |