Wilkinson Global Asset Management as of Dec. 31, 2024
Portfolio Holdings for Wilkinson Global Asset Management
Wilkinson Global Asset Management holds 79 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| TJX Companies (TJX) | 7.5 | $122M | 1.0M | 120.81 | |
| Microsoft Corporation (MSFT) | 7.1 | $116M | 276k | 421.50 | |
| Apple (AAPL) | 6.9 | $112M | 446k | 250.42 | |
| JPMorgan Chase & Co. (JPM) | 6.7 | $109M | 455k | 239.71 | |
| NVIDIA Corporation (NVDA) | 4.9 | $80M | 592k | 134.29 | |
| Accenture Plc Ireland Shs Class A (ACN) | 4.9 | $79M | 225k | 351.79 | |
| Amgen (AMGN) | 4.5 | $73M | 279k | 260.64 | |
| Union Pacific Corporation (UNP) | 4.4 | $72M | 317k | 228.04 | |
| Texas Instruments Incorporated (TXN) | 4.4 | $72M | 384k | 187.51 | |
| Toyota Motor Corp Ads (TM) | 3.6 | $59M | 301k | 194.61 | |
| Deere & Company (DE) | 3.5 | $57M | 135k | 423.70 | |
| Amazon (AMZN) | 3.5 | $57M | 258k | 219.39 | |
| Walt Disney Company (DIS) | 3.4 | $56M | 500k | 111.35 | |
| Sherwin-Williams Company (SHW) | 3.2 | $52M | 153k | 339.93 | |
| Visa Com Cl A (V) | 3.2 | $52M | 163k | 316.04 | |
| Linde SHS (LIN) | 3.1 | $50M | 120k | 418.67 | |
| Analog Devices (ADI) | 2.6 | $42M | 199k | 212.46 | |
| Watsco, Incorporated (WSO) | 2.5 | $41M | 87k | 473.89 | |
| Intuit (INTU) | 2.5 | $41M | 65k | 628.50 | |
| Progressive Corporation (PGR) | 2.3 | $38M | 158k | 239.61 | |
| Chipotle Mexican Grill (CMG) | 2.1 | $35M | 579k | 60.30 | |
| Thermo Fisher Scientific (TMO) | 2.0 | $33M | 64k | 520.23 | |
| Parker-Hannifin Corporation (PH) | 1.6 | $26M | 40k | 636.03 | |
| Pool Corporation (POOL) | 1.5 | $25M | 73k | 340.94 | |
| Zoetis Cl A (ZTS) | 1.2 | $19M | 116k | 162.93 | |
| Kinsale Cap Group (KNSL) | 1.2 | $19M | 40k | 465.13 | |
| Old Dominion Freight Line (ODFL) | 1.1 | $18M | 102k | 176.40 | |
| Yeti Hldgs (YETI) | 1.0 | $17M | 430k | 38.51 | |
| Builders FirstSource (BLDR) | 0.6 | $10M | 72k | 142.93 | |
| Ferrari Nv Ord (RACE) | 0.2 | $3.5M | 8.3k | 424.84 | |
| Abbvie (ABBV) | 0.2 | $3.3M | 19k | 177.70 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.1M | 6.8k | 453.28 | |
| Merck & Co (MRK) | 0.2 | $2.8M | 28k | 99.48 | |
| McDonald's Corporation (MCD) | 0.2 | $2.5M | 8.8k | 289.89 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $2.5M | 23k | 107.57 | |
| Johnson & Johnson (JNJ) | 0.1 | $2.3M | 16k | 144.62 | |
| Wells Fargo & Company (WFC) | 0.1 | $2.1M | 30k | 70.24 | |
| Lowe's Companies (LOW) | 0.1 | $2.0M | 8.0k | 246.80 | |
| Hdfc Bank Sponsored Ads (HDB) | 0.1 | $2.0M | 31k | 63.86 | |
| Tractor Supply Company (TSCO) | 0.1 | $1.4M | 27k | 53.06 | |
| Coca-Cola Company (KO) | 0.1 | $1.3M | 21k | 62.26 | |
| IDEXX Laboratories (IDXX) | 0.1 | $1.3M | 3.0k | 413.44 | |
| Applied Industrial Technologies (AIT) | 0.1 | $1.2M | 4.8k | 239.47 | |
| Enterprise Products Partners (EPD) | 0.1 | $1.0M | 33k | 31.36 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.1 | $984k | 5.2k | 189.30 | |
| Chevron Corporation (CVX) | 0.1 | $955k | 6.6k | 144.84 | |
| Ross Stores (ROST) | 0.0 | $796k | 5.3k | 151.27 | |
| Pinnacle West Capital Corporation (PNW) | 0.0 | $763k | 9.0k | 84.77 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $763k | 3.2k | 242.13 | |
| Meta Platforms Cl A (META) | 0.0 | $711k | 1.2k | 585.51 | |
| Universal Health Rlty Income Sh Ben Int (UHT) | 0.0 | $633k | 17k | 37.21 | |
| Affiliated Managers (AMG) | 0.0 | $629k | 3.4k | 184.92 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $612k | 3.2k | 190.44 | |
| Intellicheck Com New (IDN) | 0.0 | $575k | 205k | 2.80 | |
| Cyberark Software SHS (CYBR) | 0.0 | $570k | 1.7k | 333.15 | |
| MPLX Com Unit Rep Ltd (MPLX) | 0.0 | $548k | 11k | 47.86 | |
| Diamondback Energy (FANG) | 0.0 | $500k | 3.1k | 163.83 | |
| Wright Express (WEX) | 0.0 | $430k | 2.5k | 175.32 | |
| Booking Holdings (BKNG) | 0.0 | $393k | 79.00 | 4968.42 | |
| Astrazeneca Sponsored Adr (AZN) | 0.0 | $376k | 5.7k | 65.52 | |
| MercadoLibre (MELI) | 0.0 | $376k | 221.00 | 1700.44 | |
| EOG Resources (EOG) | 0.0 | $370k | 3.0k | 122.58 | |
| Morgan Stanley Com New (MS) | 0.0 | $349k | 2.8k | 125.72 | |
| Eli Lilly & Co. (LLY) | 0.0 | $341k | 441.00 | 772.00 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $319k | 460.00 | 693.08 | |
| Netflix (NFLX) | 0.0 | $302k | 339.00 | 891.32 | |
| Cummins (CMI) | 0.0 | $300k | 860.00 | 348.60 | |
| Weyerhaeuser Co Mtn Be Com New (WY) | 0.0 | $293k | 10k | 28.15 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $292k | 4.0k | 72.37 | |
| Applied Materials (AMAT) | 0.0 | $290k | 1.8k | 162.63 | |
| Williams Companies (WMB) | 0.0 | $290k | 5.4k | 54.12 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $289k | 14k | 21.16 | |
| Oracle Corporation (ORCL) | 0.0 | $287k | 1.7k | 166.64 | |
| Constellation Brands Cl A (STZ) | 0.0 | $279k | 1.3k | 221.00 | |
| ConocoPhillips (COP) | 0.0 | $266k | 2.7k | 99.17 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $256k | 3.0k | 86.02 | |
| 3M Company (MMM) | 0.0 | $237k | 1.8k | 129.09 | |
| Fiserv (FI) | 0.0 | $219k | 1.1k | 205.42 | |
| Palo Alto Networks (PANW) | 0.0 | $204k | 1.1k | 181.96 |
