Wilkinson Global Asset Management LLC Top Holdings and 13F Report (2024) About Wilkinson Global Asset Management LLCInvestment ActivityWilkinson Global Asset Management LLC has $1.66 billion in total holdings as of September 30, 2024.Wilkinson Global Asset Management LLC owns shares of 77 different stocks, but just 19 companies or ETFs make up 80% of its holdings.Approximately 9.24% of the portfolio was purchased this quarter.About 4.82% of the portfolio was sold this quarter.This quarter, Wilkinson Global Asset Management LLC has purchased 86 new stocks and bought additional shares in 16 stocks.Wilkinson Global Asset Management LLC sold shares of 43 stocks and completely divested from 10 stocks this quarter.Largest Holdings TJX Companies $119,758,920Microsoft $119,458,164Apple $104,650,086JPMorgan Chase & Co. $103,190,666Amgen $91,888,492 Largest New Holdings this Quarter 3M $250,571 Holding Largest Purchases this Quarter NVIDIA 525,615 shares (about $63.83M)Chipotle Mexican Grill 444,457 shares (about $25.61M)Parker-Hannifin 34,973 shares (about $22.10M)Builders FirstSource 63,739 shares (about $12.36M)Texas Instruments 58,451 shares (about $12.07M) Largest Sales this Quarter TJX Companies 104,864 shares (about $12.33M)Microsoft 22,852 shares (about $9.83M)Toyota Motor 33,807 shares (about $6.04M)JPMorgan Chase & Co. 21,503 shares (about $4.53M)Amgen 13,234 shares (about $4.26M) 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$119,758,920$12,325,715 ▼-9.3%1,018,8787.2%Retail/WholesaleMSFTMicrosoft$119,458,164$9,833,216 ▼-7.6%277,6167.2%Computer and TechnologyAAPLApple$104,650,086$3,883,644 ▼-3.6%449,1426.3%Computer and TechnologyJPMJPMorgan Chase & Co.$103,190,666$4,534,123 ▼-4.2%489,3806.2%FinanceAMGNAmgen$91,888,492$4,264,127 ▼-4.4%285,1825.5%MedicalTXNTexas Instruments$80,325,365$12,074,223 ▲17.7%388,8534.8%Computer and TechnologyACNAccenture$80,290,154$3,185,915 ▼-3.8%227,1424.8%Computer and TechnologyUNPUnion Pacific$78,720,536$293,065 ▲0.4%319,3794.7%TransportationNVDANVIDIA$72,557,972$63,830,686 ▲731.4%597,4804.4%Computer and TechnologySHWSherwin-Williams$58,544,362$3,904,484 ▼-6.3%153,3903.5%Basic MaterialsLINDE PLC$57,781,603$4,708,992 ▲8.9%121,1713.5%SHSTMToyota Motor$54,594,742$6,036,916 ▼-10.0%305,7333.3%Auto/Tires/TrucksDEDeere & Company$53,586,007$2,592,871 ▼-4.6%128,4023.2%Industrial ProductsDISWalt Disney$48,769,677$2,015,373 ▼-4.0%507,0142.9%Consumer DiscretionaryAMZNAmazon.com$47,989,850$329,804 ▼-0.7%257,5532.9%Retail/WholesaleADIAnalog Devices$46,010,062$2,409,650 ▼-5.0%199,8962.8%Computer and TechnologyVVisa$44,877,614$2,617,799 ▼-5.5%163,2212.7%Business ServicesWSOWatsco$42,953,913$2,225,265 ▼-4.9%87,3262.6%ConstructionPGRProgressive$40,368,648$1,940,503 ▼-4.6%159,0822.4%FinanceINTUIntuit$40,153,239$2,580,255 ▼-6.0%64,6592.4%Computer and TechnologyTMOThermo Fisher Scientific$39,663,946$2,688,924 ▼-6.3%64,1222.4%MedicalPOOLPool$27,910,706$2,223,120 ▼-7.4%74,0731.7%Consumer DiscretionaryHDBHDFC Bank$27,895,441$2,646,601 ▼-8.7%445,8991.7%FinanceCMGChipotle Mexican Grill$26,089,587$25,609,612 ▲5,335.6%452,7871.6%Retail/WholesalePHParker-Hannifin$24,699,739$22,096,641 ▲848.9%39,0931.5%Industrial ProductsZTSZoetis$22,879,779$978,658 ▼-4.1%117,1041.4%MedicalODFLOld Dominion Freight Line$20,954,335$11,004,457 ▲110.6%105,4891.3%TransportationYETIYETI$18,066,576$580,369 ▼-3.1%440,3261.1%Consumer DiscretionaryBLDRBuilders FirstSource$13,559,344$12,356,443 ▲1,027.2%69,9440.8%Retail/WholesaleRACEFerrari$3,894,861$752,176 ▼-16.2%8,2850.2%Auto/Tires/TrucksABBVAbbVie$3,679,052$45,815 ▼-1.2%18,6300.2%MedicalMRKMerck & Co., Inc.$3,197,282$228,256 ▼-6.7%28,1550.2%MedicalBRK.BBerkshire Hathaway$3,145,877$401,807 ▼-11.3%6,8350.2%FinanceXOMExxon Mobil$2,835,317$50,405 ▲1.8%24,1880.2%Oils/EnergyMCDMcDonald's$2,678,165$27,406 ▼-1.0%8,7950.2%Retail/WholesaleJNJJohnson & Johnson$2,617,431$266,913 ▼-9.3%16,1510.2%MedicalLOWLowe's Companies$2,472,860$32,502 ▼-1.3%9,1300.1%Retail/WholesaleCVXChevron$2,471,632$158,168 ▼-6.0%16,7830.1%Oils/EnergyKNSLKinsale Capital Group$1,855,296$470,226 ▲33.9%3,9850.1%FinanceWFCWells Fargo & Company$1,717,2960.0%30,4000.1%FinanceTSCOTractor Supply$1,584,114$145,465 ▲10.1%5,4450.1%Retail/WholesaleIDXXIDEXX Laboratories$1,530,817$255,136 ▲20.0%3,0300.1%MedicalKOCoca-Cola$1,487,5020.0%20,7000.1%Consumer StaplesEPDEnterprise Products Partners$970,818$129,539 ▼-11.8%33,3500.1%Oils/EnergyROSTRoss Stores$905,3180.0%6,0150.1%Retail/WholesaleGOOGLAlphabet$861,922$58,047 ▲7.2%5,1970.1%Computer and TechnologyPNWPinnacle West Capital$797,3100.0%9,0000.0%UtilitiesUHTUniversal Health Realty Income Trust$777,7500.0%17,0000.0%FinanceGLDSPDR Gold Shares$765,6390.0%3,1500.0%FinanceMETAMeta Platforms$709,826$100,177 ▲16.4%1,2400.0%Computer and TechnologyAMGAffiliated Managers Group$604,520$35,560 ▼-5.6%3,4000.0%FinanceGOOGAlphabet$542,532$100,314 ▼-15.6%3,2450.0%Computer and TechnologyFANGDiamondback Energy$525,820$43,100 ▼-7.6%3,0500.0%Oils/EnergyWEXWEX$513,8380.0%2,4500.0%Business ServicesMPLXMplx$508,8450.0%11,4450.0%Oils/EnergyCYBRCyberArk Software$498,6530.0%1,7100.0%Computer and TechnologyMELIMercadoLibre$453,483$47,195 ▲11.6%2210.0%Retail/WholesaleAZNAstraZeneca$447,203$29,060 ▼-6.1%5,7400.0%MedicalEOGEOG Resources$432,714$20,898 ▼-4.6%3,5200.0%Oils/EnergyIDNIntellicheck$415,722$37,743 ▲10.0%191,5770.0%Industrial ProductsNVONovo Nordisk A/S$402,4570.0%3,3800.0%MedicalLLYEli Lilly and Company$390,700$70,875 ▼-15.4%4410.0%MedicalASMLASML$383,2950.0%4600.0%Computer and TechnologyAMATApplied Materials$359,851$2,425 ▼-0.7%1,7810.0%Computer and TechnologyWYWeyerhaeuser$352,1440.0%10,4000.0%ConstructionSTZConstellation Brands$349,170$12,885 ▼-3.6%1,3550.0%Consumer StaplesCPCanadian Pacific Kansas City$345,1540.0%4,0350.0%TransportationBKNGBooking$332,757$58,970 ▼-15.1%790.0%Retail/WholesaleWMBWilliams Companies$319,550$29,673 ▼-8.5%7,0000.0%Oils/EnergyORCLOracle$293,0880.0%1,7200.0%Computer and TechnologyMSMorgan Stanley$289,162$179,293 ▼-38.3%2,7740.0%FinanceCOPConocoPhillips$282,045$70,116 ▼-19.9%2,6790.0%Oils/EnergyCMICummins$278,4590.0%8600.0%Auto/Tires/TrucksSONYSony Group$263,6360.0%2,7300.0%Consumer DiscretionaryMMM3M$250,571$250,571 ▲New Holding1,8330.0%Multi-Sector ConglomeratesNFLXNetflix$240,443$71,636 ▼-23.0%3390.0%Consumer DiscretionaryMDLZMondelez International$221,0100.0%3,0000.0%Consumer StaplesBXMTBlackstone Mortgage Trust$0$836,220 ▼-100.0%00.0%FinancePXDPioneer Natural Resources$0$500,062 ▼-100.0%00.0%Oils/EnergyUPSUnited Parcel Service$0$372,615 ▼-100.0%00.0%TransportationPGProcter & Gamble$0$332,612 ▼-100.0%00.0%Consumer StaplesWMTWalmart$0$257,407 ▼-100.0%00.0%Retail/WholesaleAPAAPA$0$240,488 ▼-100.0%00.0%Oils/EnergyPANWPalo Alto Networks$0$240,374 ▼-100.0%00.0%Computer and TechnologyABTAbbott Laboratories$0$218,909 ▼-100.0%00.0%MedicalADPAutomatic Data Processing$0$214,776 ▼-100.0%00.0%Business ServicesCSCOCisco Systems$0$209,323 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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