Wilkinson Global Asset Management LLC Top Holdings and 13F Report (2025) About Wilkinson Global Asset Management LLCInvestment ActivityWilkinson Global Asset Management LLC has $1.63 billion in total holdings as of December 31, 2024.Wilkinson Global Asset Management LLC owns shares of 79 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 1.94% of the portfolio was purchased this quarter.About 3.07% of the portfolio was sold this quarter.This quarter, Wilkinson Global Asset Management LLC has purchased 77 new stocks and bought additional shares in 10 stocks.Wilkinson Global Asset Management LLC sold shares of 37 stocks and completely divested from 1 stock this quarter.Largest Holdings TJX Companies $121,554,311Microsoft $116,127,886Apple $111,551,092JPMorgan Chase & Co. $109,165,852NVIDIA $79,535,670 Largest New Holdings this Quarter Applied Industrial Technologies $1,159,035 HoldingFiserv $218,772 HoldingPalo Alto Networks $203,795 Holding Largest Purchases this Quarter Kinsale Capital Group 36,417 shares (about $16.94M)Chipotle Mexican Grill 125,815 shares (about $7.59M)Deere & Company 6,545 shares (about $2.77M)Applied Industrial Technologies 4,840 shares (about $1.16M)Tractor Supply 21,805 shares (about $1.16M) Largest Sales this Quarter HDFC Bank 415,244 shares (about $26.52M)JPMorgan Chase & Co. 33,972 shares (about $8.14M)Amgen 6,077 shares (about $1.58M)TJX Companies 12,717 shares (about $1.54M)Chevron 10,190 shares (about $1.48M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilkinson Global Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTJXTJX Companies$121,554,311$1,536,341 ▼-1.2%1,006,1617.5%Retail/WholesaleMSFTMicrosoft$116,127,886$887,257 ▼-0.8%275,5117.1%Computer and TechnologyAAPLApple$111,551,092$923,048 ▼-0.8%445,4566.9%Computer and TechnologyJPMJPMorgan Chase & Co.$109,165,852$8,143,428 ▼-6.9%455,4086.7%FinanceNVDANVIDIA$79,535,670$699,919 ▼-0.9%592,2684.9%Computer and TechnologyACNAccenture$79,078,874$827,410 ▼-1.0%224,7904.9%Computer and TechnologyAMGNAmgen$72,745,927$1,583,909 ▼-2.1%279,1054.5%MedicalUNPUnion Pacific$72,183,782$647,406 ▼-0.9%316,5404.4%TransportationTXNTexas Instruments$72,058,781$855,046 ▼-1.2%384,2934.4%Computer and TechnologyTMToyota Motor$58,482,835$1,015,864 ▼-1.7%300,5133.6%Auto/Tires/TrucksDEDeere & Company$57,177,043$2,773,116 ▲5.1%134,9473.5%Industrial ProductsAMZNAmazon.com$56,604,813$100,261 ▲0.2%258,0103.5%Retail/WholesaleDISWalt Disney$55,716,311$739,698 ▼-1.3%500,3713.4%Consumer DiscretionarySHWSherwin-Williams$51,867,879$273,984 ▼-0.5%152,5843.2%Basic MaterialsVVisa$51,639,040$54,675 ▲0.1%163,3943.2%Business ServicesLINDE PLC$50,269,288$461,374 ▼-0.9%120,0693.1%SHSADIAnalog Devices$42,371,110$98,794 ▼-0.2%199,4312.6%Computer and TechnologyWSOWatsco$41,289,088$93,830 ▼-0.2%87,1282.5%ConstructionINTUIntuit$40,538,878$99,303 ▼-0.2%64,5012.5%Computer and TechnologyPGRProgressive$37,756,785$360,853 ▼-0.9%157,5762.3%FinanceCMGChipotle Mexican Grill$34,889,700$7,586,644 ▲27.8%578,6022.1%Retail/WholesaleTMOThermo Fisher Scientific$33,153,738$204,450 ▼-0.6%63,7292.0%MedicalPHParker-Hannifin$25,583,034$718,714 ▲2.9%40,2231.6%Industrial ProductsPOOLPool$24,962,263$292,186 ▼-1.2%73,2161.5%Consumer DiscretionaryZTSZoetis$18,970,266$109,489 ▼-0.6%116,4321.2%MedicalKNSLKinsale Capital Group$18,792,182$16,938,639 ▲913.9%40,4021.2%FinanceODFLOld Dominion Freight Line$17,937,410$670,849 ▼-3.6%101,6861.1%TransportationYETIYETI$16,556,065$400,889 ▼-2.4%429,9161.0%Consumer DiscretionaryBLDRBuilders FirstSource$10,303,537$306,442 ▲3.1%72,0880.6%Retail/WholesaleRACEFerrari$3,519,7990.0%8,2850.2%Auto/Tires/TrucksABBVAbbVie$3,306,642$3,909 ▼-0.1%18,6080.2%MedicalBRK.BBerkshire Hathaway$3,091,370$6,799 ▼-0.2%6,8200.2%FinanceMRKMerck & Co., Inc.$2,796,880$3,979 ▼-0.1%28,1150.2%MedicalMCDMcDonald's$2,549,5830.0%8,7950.2%Retail/WholesaleXOMExxon Mobil$2,517,783$84,120 ▼-3.2%23,4060.2%Oils/EnergyJNJJohnson & Johnson$2,262,001$73,756 ▼-3.2%15,6410.1%MedicalWFCWells Fargo & Company$2,135,2960.0%30,4000.1%FinanceLOWLowe's Companies$1,981,804$271,480 ▼-12.0%8,0300.1%Retail/WholesaleHDBHDFC Bank$1,957,629$26,517,491 ▼-93.1%30,6550.1%FinanceTSCOTractor Supply$1,445,885$1,156,973 ▲400.5%27,2500.1%Retail/WholesaleKOCoca-Cola$1,288,7820.0%20,7000.1%Consumer StaplesIDXXIDEXX Laboratories$1,252,7230.0%3,0300.1%MedicalAITApplied Industrial Technologies$1,159,035$1,159,035 ▲New Holding4,8400.1%Industrial ProductsEPDEnterprise Products Partners$1,045,8560.0%33,3500.1%Oils/EnergyGOOGLAlphabet$983,7920.0%5,1970.1%Computer and TechnologyCVXChevron$954,930$1,475,919 ▼-60.7%6,5930.1%Oils/EnergyROSTRoss Stores$796,437$113,453 ▼-12.5%5,2650.0%Retail/WholesalePNWPinnacle West Capital$762,9300.0%9,0000.0%UtilitiesGLDSPDR Gold Shares$762,7090.0%3,1500.0%FinanceMETAMeta Platforms$711,395$14,638 ▼-2.0%1,2150.0%Computer and TechnologyUHTUniversal Health Realty Income Trust$632,5700.0%17,0000.0%FinanceAMGAffiliated Managers Group$628,7280.0%3,4000.0%FinanceGOOGAlphabet$612,265$5,713 ▼-0.9%3,2150.0%Computer and TechnologyIDNIntellicheck$575,126$38,710 ▲7.2%205,4020.0%Industrial ProductsCYBRCyberArk Software$569,6860.0%1,7100.0%Computer and TechnologyMPLXMplx$547,7580.0%11,4450.0%Oils/EnergyFANGDiamondback Energy$499,6810.0%3,0500.0%Oils/EnergyWEXWEX$429,5340.0%2,4500.0%Business ServicesBKNGBooking$392,5050.0%790.0%Retail/WholesaleAZNAstraZeneca$376,0850.0%5,7400.0%MedicalMELIMercadoLibre$375,7970.0%2210.0%Retail/WholesaleEOGEOG Resources$370,192$61,290 ▼-14.2%3,0200.0%Oils/EnergyMSMorgan Stanley$348,7470.0%2,7740.0%FinanceLLYEli Lilly and Company$340,4520.0%4410.0%MedicalASMLASML$318,8170.0%4600.0%Computer and TechnologyNFLXNetflix$302,1570.0%3390.0%Consumer DiscretionaryCMICummins$299,7960.0%8600.0%Auto/Tires/TrucksWYWeyerhaeuser$292,7600.0%10,4000.0%ConstructionCPCanadian Pacific Kansas City$292,0130.0%4,0350.0%TransportationAMATApplied Materials$289,6440.0%1,7810.0%Computer and TechnologyWMBWilliams Companies$289,542$89,298 ▼-23.6%5,3500.0%Oils/EnergySONYSony Group$288,834$231,067 ▲400.0%13,6500.0%Consumer DiscretionaryORCLOracle$286,6210.0%1,7200.0%Computer and TechnologySTZConstellation Brands$278,460$20,995 ▼-7.0%1,2600.0%Consumer StaplesCOPConocoPhillips$265,6760.0%2,6790.0%Oils/EnergyNVONovo Nordisk A/S$256,340$34,408 ▼-11.8%2,9800.0%MedicalMMM3M$236,6220.0%1,8330.0%Multi-Sector ConglomeratesFIFiserv$218,772$218,772 ▲New Holding1,0650.0%Business ServicesPANWPalo Alto Networks$203,795$203,795 ▲New Holding1,1200.0%Computer and TechnologyMDLZMondelez International$0$221,010 ▼-100.0%00.0%Consumer StaplesShowing largest 100 holdings. 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