Wilson Asset Management as of March 31, 2025
Portfolio Holdings for Wilson Asset Management
Wilson Asset Management holds 32 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Visa Com Cl A (V) | 6.9 | $26M | 73k | 350.46 | |
| Intercontinental Exchange (ICE) | 6.5 | $24M | 141k | 172.50 | |
| Intuit (INTU) | 6.1 | $23M | 37k | 613.99 | |
| Tradeweb Mkts Cl A (TW) | 5.3 | $20M | 133k | 148.46 | |
| Transunion (TRU) | 5.0 | $19M | 227k | 82.99 | |
| Brown & Brown (BRO) | 4.8 | $18M | 143k | 124.40 | |
| Msci (MSCI) | 4.7 | $18M | 31k | 565.50 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.6 | $17M | 111k | 156.23 | |
| Adobe Systems Incorporated (ADBE) | 4.1 | $15M | 40k | 383.53 | |
| Cme (CME) | 4.0 | $15M | 57k | 265.29 | |
| Rb Global (RBA) | 3.9 | $15M | 146k | 100.30 | |
| Quanta Services (PWR) | 3.8 | $14M | 55k | 254.18 | |
| Thermo Fisher Scientific (TMO) | 3.5 | $13M | 26k | 497.60 | |
| MarketAxess Holdings (MKTX) | 3.5 | $13M | 61k | 216.35 | |
| Avantor (AVTR) | 3.5 | $13M | 806k | 16.21 | |
| IDEXX Laboratories (IDXX) | 3.5 | $13M | 31k | 419.95 | |
| Edwards Lifesciences (EW) | 2.7 | $10M | 139k | 72.48 | |
| Ferguson Enterprises Common Stock New (FERG) | 2.5 | $9.5M | 60k | 160.23 | |
| Sportradar Group Class A Ord Shs (SRAD) | 2.5 | $9.4M | 436k | 21.62 | |
| Dun & Bradstreet Hldgs | 2.3 | $8.7M | 969k | 8.94 | |
| Genius Sports Shares Cl A (GENI) | 2.2 | $8.4M | 840k | 10.01 | |
| Flutter Entmt SHS (FLUT) | 2.2 | $8.3M | 38k | 221.55 | |
| Expedia Group Com New (EXPE) | 2.0 | $7.6M | 45k | 168.10 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 1.9 | $7.1M | 54k | 132.23 | |
| Bellring Brands Common Stock (BRBR) | 1.7 | $6.2M | 84k | 74.46 | |
| Teledyne Technologies Incorporated (TDY) | 1.6 | $5.8M | 12k | 497.71 | |
| Zeta Global Holdings Corp Cl A (ZETA) | 1.1 | $4.1M | 299k | 13.56 | |
| Sherwin-Williams Company (SHW) | 0.9 | $3.5M | 10k | 349.19 | |
| Exxon Mobil Corporation (XOM) | 0.8 | $3.1M | 26k | 118.93 | |
| Life360 (LIF) | 0.6 | $2.4M | 63k | 38.39 | |
| Block Cl A (XYZ) | 0.6 | $2.3M | 43k | 54.33 | |
| Lauder Estee Cos Cl A (EL) | 0.4 | $1.7M | 25k | 66.00 |
