Wilkinson Global Asset Management as of June 30, 2025
Portfolio Holdings for Wilkinson Global Asset Management
Wilkinson Global Asset Management holds 70 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.0 | $127M | 255k | 497.41 | |
| JPMorgan Chase & Co. (JPM) | 7.2 | $114M | 393k | 289.91 | |
| TJX Companies (TJX) | 7.0 | $111M | 896k | 123.49 | |
| NVIDIA Corporation (NVDA) | 5.5 | $88M | 558k | 157.99 | |
| Apple (AAPL) | 4.9 | $78M | 378k | 205.17 | |
| Sherwin-Williams Company (SHW) | 4.7 | $75M | 217k | 343.36 | |
| Texas Instruments Incorporated (TXN) | 4.5 | $72M | 346k | 207.62 | |
| Amgen (AMGN) | 4.5 | $71M | 254k | 279.21 | |
| Union Pacific Corporation (UNP) | 4.2 | $66M | 288k | 230.08 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.1 | $66M | 290k | 226.49 | |
| Deere & Company (DE) | 4.0 | $63M | 124k | 508.49 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.9 | $61M | 205k | 298.89 | |
| Walt Disney Company (DIS) | 3.6 | $57M | 456k | 124.01 | |
| Visa Com Cl A (V) | 3.5 | $56M | 158k | 355.05 | |
| Amazon (AMZN) | 3.4 | $54M | 247k | 219.39 | |
| Linde SHS (LIN) | 3.3 | $52M | 111k | 469.18 | |
| Intuit (INTU) | 3.1 | $49M | 62k | 787.63 | |
| Analog Devices (ADI) | 2.8 | $45M | 188k | 238.02 | |
| Progressive Corporation (PGR) | 2.5 | $40M | 150k | 266.86 | |
| Watsco, Incorporated (WSO) | 2.3 | $36M | 82k | 441.62 | |
| Spotify Technology S A SHS (SPOT) | 2.1 | $33M | 43k | 767.34 | |
| Chipotle Mexican Grill (CMG) | 1.9 | $31M | 546k | 56.15 | |
| Kinsale Cap Group (KNSL) | 1.7 | $27M | 57k | 483.90 | |
| Parker-Hannifin Corporation (PH) | 1.7 | $26M | 38k | 698.47 | |
| Zoetis Cl A (ZTS) | 1.0 | $16M | 105k | 155.95 | |
| Old Dominion Freight Line (ODFL) | 1.0 | $16M | 99k | 162.30 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $12M | 21k | 561.94 | |
| Coinbase Global Com Cl A (COIN) | 0.6 | $9.2M | 26k | 350.49 | |
| Ferrari Nv Ord (RACE) | 0.3 | $4.0M | 8.2k | 490.74 | |
| Abbvie (ABBV) | 0.2 | $3.3M | 18k | 185.62 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.1M | 6.4k | 485.77 | |
| McDonald's Corporation (MCD) | 0.2 | $2.5M | 8.7k | 292.17 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $2.4M | 23k | 107.80 | |
| Wells Fargo & Company (WFC) | 0.2 | $2.4M | 30k | 80.12 | |
| Johnson & Johnson (JNJ) | 0.1 | $2.2M | 14k | 152.75 | |
| Merck & Co (MRK) | 0.1 | $2.2M | 28k | 79.16 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $1.7M | 4.3k | 405.46 | |
| Lowe's Companies (LOW) | 0.1 | $1.7M | 7.8k | 221.87 | |
| Toyota Motor Corp Ads (TM) | 0.1 | $1.4M | 8.0k | 172.26 | |
| Intellicheck Com New (IDN) | 0.1 | $1.2M | 226k | 5.39 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $889k | 2.9k | 304.83 | |
| Pinnacle West Capital Corporation (PNW) | 0.1 | $805k | 9.0k | 89.47 | |
| Universal Health Rlty Income Sh Ben Int (UHT) | 0.0 | $680k | 17k | 39.97 | |
| Ross Stores (ROST) | 0.0 | $633k | 5.0k | 127.58 | |
| MercadoLibre (MELI) | 0.0 | $578k | 221.00 | 2613.63 | |
| Cyberark Software SHS (CYBR) | 0.0 | $557k | 1.4k | 406.88 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.0 | $533k | 940.00 | 566.74 | |
| Chevron Corporation (CVX) | 0.0 | $508k | 3.5k | 143.19 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $495k | 2.8k | 176.23 | |
| Meta Platforms Cl A (META) | 0.0 | $483k | 654.00 | 738.09 | |
| Diamondback Energy (FANG) | 0.0 | $419k | 3.1k | 137.40 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $399k | 15k | 26.03 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $375k | 2.1k | 177.39 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $373k | 465.00 | 801.39 | |
| Wright Express (WEX) | 0.0 | $360k | 2.5k | 146.89 | |
| Williams Companies (WMB) | 0.0 | $336k | 5.4k | 62.81 | |
| Enterprise Products Partners (EPD) | 0.0 | $330k | 11k | 31.01 | |
| Eli Lilly & Co. (LLY) | 0.0 | $327k | 420.00 | 779.53 | |
| EOG Resources (EOG) | 0.0 | $323k | 2.7k | 119.61 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $320k | 4.0k | 79.27 | |
| Morgan Stanley Com New (MS) | 0.0 | $313k | 2.2k | 140.86 | |
| 3M Company (MMM) | 0.0 | $279k | 1.8k | 152.24 | |
| Netflix (NFLX) | 0.0 | $273k | 204.00 | 1339.13 | |
| Charles Schwab Corporation (SCHW) | 0.0 | $235k | 2.6k | 91.24 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $233k | 3.4k | 69.02 | |
| Costco Wholesale Corporation (COST) | 0.0 | $228k | 230.00 | 989.94 | |
| Imperial Oil Com New (IMO) | 0.0 | $214k | 2.7k | 79.48 | |
| Affiliated Managers (AMG) | 0.0 | $210k | 1.1k | 196.77 | |
| ConocoPhillips (COP) | 0.0 | $202k | 2.3k | 89.74 | |
| Star Group Unit Ltd Partnr (SGU) | 0.0 | $117k | 10k | 11.70 |
