Wilkinson Global Asset Management

Wilkinson Global Asset Management as of Dec. 31, 2025

Portfolio Holdings for Wilkinson Global Asset Management

Wilkinson Global Asset Management holds 63 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
TJX Companies (TJX) 8.2 $120M 780k 153.61
JPMorgan Chase & Co. (JPM) 7.8 $114M 354k 322.22
Microsoft Corporation (MSFT) 7.6 $111M 229k 483.62
Apple (AAPL) 6.4 $94M 344k 271.86
NVIDIA Corporation (NVDA) 6.0 $87M 468k 186.50
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 5.6 $82M 269k 303.89
Sherwin-Williams Company (SHW) 4.5 $66M 203k 324.03
Amgen (AMGN) 4.5 $66M 201k 327.31
Union Pacific Corporation (UNP) 4.1 $60M 259k 231.32
Texas Instruments Incorporated (TXN) 4.0 $59M 338k 173.49
Amazon (AMZN) 3.9 $57M 247k 230.82
Visa Com Cl A (V) 3.8 $55M 157k 350.71
Deere & Company (DE) 3.5 $52M 111k 465.57
Linde SHS (LIN) 3.4 $50M 118k 426.39
Analog Devices (ADI) 3.4 $50M 185k 271.20
Accenture Plc Ireland Shs Class A (ACN) 3.3 $48M 179k 268.30
Walt Disney Company (DIS) 3.1 $45M 398k 113.77
Parker-Hannifin Corporation (PH) 2.9 $42M 48k 878.96
Intuit (INTU) 2.7 $40M 61k 662.42
Progressive Corporation (PGR) 2.3 $34M 149k 227.72
Watsco, Incorporated (WSO) 1.8 $27M 79k 336.95
Spotify Technology S A SHS (SPOT) 1.3 $19M 33k 580.71
Uber Technologies (UBER) 1.2 $18M 218k 81.71
Broadcom (AVGO) 0.9 $13M 37k 346.10
Mastercard Incorporated Cl A (MA) 0.8 $11M 19k 570.88
Coinbase Global Com Cl A (COIN) 0.6 $8.7M 39k 226.14
Abbvie (ABBV) 0.3 $4.1M 18k 228.49
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $3.2M 6.3k 502.65
Ferrari Nv Ord (RACE) 0.2 $3.0M 8.0k 369.56
Wells Fargo & Company (WFC) 0.2 $2.9M 31k 93.20
Johnson & Johnson (JNJ) 0.2 $2.9M 14k 206.95
Exxon Mobil Corporation (XOM) 0.2 $2.6M 22k 120.34
McDonald's Corporation (MCD) 0.2 $2.6M 8.6k 305.63
Lowe's Companies (LOW) 0.1 $1.9M 7.8k 241.16
Intellicheck Com New (IDN) 0.1 $1.6M 238k 6.68
Spdr Gold Tr Gold Shs (GLD) 0.1 $1.2M 2.9k 396.31
Merck & Co (MRK) 0.1 $864k 8.2k 105.26
Pinnacle West Capital Corporation (PNW) 0.1 $798k 9.0k 88.70
Ross Stores (ROST) 0.1 $752k 4.2k 180.14
Alphabet Cap Stk Cl A (GOOGL) 0.0 $685k 2.2k 313.00
Universal Health Rlty Income Sh Ben Int (UHT) 0.0 $667k 17k 39.21
Alphabet Cap Stk Cl C (GOOG) 0.0 $657k 2.1k 313.80
Diamondback Energy (FANG) 0.0 $609k 4.1k 150.33
Chevron Corporation (CVX) 0.0 $526k 3.5k 152.41
Asml Holding N V N Y Registry Shs (ASML) 0.0 $498k 465.00 1069.86
Meta Platforms Cl A (META) 0.0 $458k 694.00 660.09
MercadoLibre (MELI) 0.0 $455k 226.00 2014.26
Eli Lilly & Co. (LLY) 0.0 $451k 420.00 1074.68
EOG Resources (EOG) 0.0 $441k 4.2k 105.01
Banco Santander Adr (SAN) 0.0 $408k 35k 11.73
Sony Group Corp Sponsored Adr (SONY) 0.0 $403k 16k 25.60
Morgan Stanley Com New (MS) 0.0 $394k 2.2k 177.53
Wright Express (WEX) 0.0 $365k 2.5k 148.98
Citigroup Com New (C) 0.0 $303k 2.6k 116.69
Canadian Pacific Kansas City (CP) 0.0 $297k 4.0k 73.63
3M Company (MMM) 0.0 $294k 1.8k 160.10
Williams Companies (WMB) 0.0 $249k 4.1k 60.11
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) 0.0 $243k 3.9k 62.47
Imperial Oil Com New (IMO) 0.0 $233k 2.7k 86.31
Ishares Tr Core S&p Us Vlu (IUSV) 0.0 $225k 2.2k 102.54
ConocoPhillips (COP) 0.0 $211k 2.3k 93.61
Netflix (NFLX) 0.0 $201k 2.1k 93.76
Star Group Unit Ltd Partnr (SGU) 0.0 $118k 10k 11.84