Wilkinson Global Asset Management as of Sept. 30, 2025
Portfolio Holdings for Wilkinson Global Asset Management
Wilkinson Global Asset Management holds 66 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 8.0 | $127M | 245k | 517.95 | |
| TJX Companies (TJX) | 7.9 | $126M | 868k | 144.54 | |
| JPMorgan Chase & Co. (JPM) | 7.6 | $120M | 381k | 315.43 | |
| Apple (AAPL) | 5.9 | $93M | 367k | 254.63 | |
| NVIDIA Corporation (NVDA) | 5.6 | $89M | 476k | 186.58 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 5.1 | $80M | 288k | 279.29 | |
| Sherwin-Williams Company (SHW) | 4.7 | $74M | 214k | 346.26 | |
| Texas Instruments Incorporated (TXN) | 4.3 | $68M | 370k | 183.73 | |
| Union Pacific Corporation (UNP) | 4.2 | $66M | 279k | 236.37 | |
| Amgen (AMGN) | 3.9 | $62M | 218k | 282.20 | |
| Linde SHS (LIN) | 3.5 | $56M | 117k | 475.00 | |
| Deere & Company (DE) | 3.5 | $55M | 121k | 457.26 | |
| Amazon (AMZN) | 3.4 | $55M | 249k | 219.57 | |
| Visa Com Cl A (V) | 3.4 | $54M | 159k | 341.38 | |
| Walt Disney Company (DIS) | 3.2 | $51M | 444k | 114.50 | |
| Accenture Plc Ireland Shs Class A (ACN) | 3.0 | $49M | 197k | 246.60 | |
| Analog Devices (ADI) | 2.9 | $46M | 188k | 245.70 | |
| Intuit (INTU) | 2.7 | $42M | 62k | 682.91 | |
| Progressive Corporation (PGR) | 2.3 | $37M | 151k | 246.95 | |
| Parker-Hannifin Corporation (PH) | 2.3 | $37M | 48k | 758.15 | |
| Watsco, Incorporated (WSO) | 2.1 | $33M | 82k | 404.30 | |
| Spotify Technology S A SHS (SPOT) | 1.9 | $31M | 44k | 698.00 | |
| Kinsale Cap Group (KNSL) | 1.5 | $24M | 57k | 425.26 | |
| Chipotle Mexican Grill (CMG) | 1.3 | $21M | 547k | 39.19 | |
| Coinbase Global Com Cl A (COIN) | 1.1 | $17M | 50k | 337.49 | |
| Old Dominion Freight Line (ODFL) | 0.9 | $14M | 101k | 140.78 | |
| Broadcom (AVGO) | 0.8 | $12M | 38k | 329.91 | |
| Mastercard Incorporated Cl A (MA) | 0.7 | $12M | 21k | 568.81 | |
| Abbvie (ABBV) | 0.3 | $4.1M | 18k | 231.54 | |
| Ferrari Nv Ord (RACE) | 0.2 | $4.0M | 8.2k | 485.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.2 | $3.2M | 6.3k | 502.74 | |
| McDonald's Corporation (MCD) | 0.2 | $2.6M | 8.7k | 303.89 | |
| Wells Fargo & Company (WFC) | 0.2 | $2.5M | 30k | 83.82 | |
| Johnson & Johnson (JNJ) | 0.2 | $2.5M | 14k | 185.42 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $2.5M | 22k | 112.75 | |
| Merck & Co (MRK) | 0.1 | $2.2M | 26k | 83.93 | |
| Lowe's Companies (LOW) | 0.1 | $2.0M | 7.8k | 251.31 | |
| Zoetis Cl A (ZTS) | 0.1 | $1.3M | 9.2k | 146.32 | |
| Intellicheck Com New (IDN) | 0.1 | $1.2M | 232k | 5.20 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.0M | 2.9k | 355.47 | |
| Pinnacle West Capital Corporation (PNW) | 0.1 | $807k | 9.0k | 89.66 | |
| Universal Health Rlty Income Sh Ben Int (UHT) | 0.0 | $666k | 17k | 39.17 | |
| Ross Stores (ROST) | 0.0 | $636k | 4.2k | 152.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.0 | $540k | 2.2k | 243.10 | |
| MercadoLibre (MELI) | 0.0 | $528k | 226.00 | 2336.94 | |
| Meta Platforms Cl A (META) | 0.0 | $524k | 714.00 | 734.38 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.0 | $515k | 2.1k | 243.55 | |
| Asml Holding N V N Y Registry Shs (ASML) | 0.0 | $450k | 465.00 | 968.09 | |
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $441k | 15k | 28.79 | |
| Diamondback Energy (FANG) | 0.0 | $437k | 3.1k | 143.10 | |
| Wright Express (WEX) | 0.0 | $386k | 2.5k | 157.53 | |
| Chevron Corporation (CVX) | 0.0 | $381k | 2.5k | 155.29 | |
| Morgan Stanley Com New (MS) | 0.0 | $354k | 2.2k | 158.96 | |
| Sap Se Spon Adr (SAP) | 0.0 | $353k | 1.3k | 267.21 | |
| Eli Lilly & Co. (LLY) | 0.0 | $321k | 420.00 | 763.00 | |
| EOG Resources (EOG) | 0.0 | $303k | 2.7k | 112.12 | |
| Canadian Pacific Kansas City (CP) | 0.0 | $301k | 4.0k | 74.49 | |
| 3M Company (MMM) | 0.0 | $284k | 1.8k | 155.18 | |
| Novo-nordisk A S Adr (NVO) | 0.0 | $270k | 4.9k | 55.49 | |
| Williams Companies (WMB) | 0.0 | $262k | 4.1k | 63.35 | |
| Netflix (NFLX) | 0.0 | $254k | 212.00 | 1198.92 | |
| Imperial Oil Com New (IMO) | 0.0 | $245k | 2.7k | 90.74 | |
| ConocoPhillips (COP) | 0.0 | $213k | 2.3k | 94.59 | |
| Costco Wholesale Corporation (COST) | 0.0 | $208k | 225.00 | 925.63 | |
| Citigroup Com New (C) | 0.0 | $207k | 2.0k | 101.50 | |
| Star Group Unit Ltd Partnr (SGU) | 0.0 | $118k | 10k | 11.83 |