Wilson Asset Management as of Dec. 31, 2024
Portfolio Holdings for Wilson Asset Management
Wilson Asset Management holds 29 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 6.4 | $25M | 79k | 316.04 | |
| Intuit (INTU) | 5.6 | $22M | 35k | 628.50 | |
| Intercontinental Exchange (ICE) | 5.4 | $21M | 141k | 149.01 | |
| Transunion (TRU) | 5.3 | $20M | 221k | 92.71 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.1 | $20M | 103k | 190.44 | |
| Msci (MSCI) | 4.9 | $19M | 31k | 600.01 | |
| Cme (CME) | 4.6 | $18M | 76k | 232.23 | |
| Quanta Services (PWR) | 4.5 | $18M | 55k | 316.05 | |
| Tradeweb Mkts Cl A (TW) | 4.5 | $17M | 133k | 130.92 | |
| Teledyne Technologies Incorporated (TDY) | 4.4 | $17M | 37k | 464.13 | |
| Avantor (AVTR) | 4.4 | $17M | 806k | 21.07 | |
| Adobe Systems Incorporated (ADBE) | 4.3 | $17M | 37k | 444.68 | |
| Ferguson Enterprises Common Stock New (FERG) | 4.2 | $16M | 93k | 173.57 | |
| Brown & Brown (BRO) | 3.8 | $15M | 143k | 102.02 | |
| Booz Allen Hamilton Hldg Cor Cl A (BAH) | 3.5 | $14M | 105k | 128.70 | |
| Dun & Bradstreet Hldgs | 3.1 | $12M | 969k | 12.46 | |
| Hca Holdings (HCA) | 2.9 | $11M | 38k | 300.15 | |
| MarketAxess Holdings (MKTX) | 2.8 | $11M | 48k | 226.04 | |
| Rb Global (RBA) | 2.7 | $11M | 117k | 90.21 | |
| Edwards Lifesciences (EW) | 2.7 | $10M | 139k | 74.03 | |
| Expedia Group Com New (EXPE) | 2.7 | $10M | 55k | 186.33 | |
| Thermo Fisher Scientific (TMO) | 2.6 | $9.9M | 19k | 520.23 | |
| Flutter Entmt SHS (FLUT) | 2.5 | $9.7M | 38k | 258.45 | |
| Sportradar Group Class A Ord Shs (SRAD) | 2.0 | $7.6M | 436k | 17.34 | |
| Genius Sports Shares Cl A (GENI) | 1.9 | $7.3M | 840k | 8.65 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.5 | $5.9M | 69k | 84.79 | |
| Exxon Mobil Corporation (XOM) | 1.0 | $4.0M | 38k | 107.57 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $1.5M | 20k | 74.98 | |
| Life360 (LIF) | 0.3 | $1.2M | 30k | 41.27 |
