Wilkinson Global Asset Management

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