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