13F HOLDINGS REPORT
Wilkinson Global Asset Management LLC
Quarter ended Q4 2024 · Filed January 31, 2025 · Accession 0001172661-25-000458
Total Value
$1.63B
Positions
117
Other Managers
0
Confidential Omitted
No
Holdings (117)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TJX COS INC NEW | 872540109 | 950,076 | $114.8M | 7.05% |
| 2 | MICROSOFT CORP | MSFT | 259,076 | $109.2M | 6.71% |
| 3 | APPLE INC | AAPL | 419,256 | $105.0M | 6.45% |
| 4 | JPMORGAN CHASE & CO. | VYLD | 427,183 | $102.4M | 6.29% |
| 5 | ACCENTURE PLC IRELAND | ACN | 217,840 | $76.6M | 4.71% |
| 6 | NVIDIA CORPORATION | NVDA | 551,103 | $74.0M | 4.55% |
| 7 | AMGEN INC | AMGN | 264,355 | $68.9M | 4.23% |
| 8 | UNION PAC CORP | UNP | 299,940 | $68.4M | 4.20% |
| 9 | TEXAS INSTRS INC | 882508104 | 363,113 | $68.1M | 4.18% |
| 10 | TOYOTA MOTOR CORP | TOYOF | 285,348 | $55.5M | 3.41% |
| 11 | DEERE & CO | DE | 129,072 | $54.7M | 3.36% |
| 12 | DISNEY WALT CO | 254687106 | 473,511 | $52.7M | 3.24% |
| 13 | AMAZON COM INC | AMZN | 231,155 | $50.7M | 3.12% |
| 14 | LINDE PLC | LIN | 116,879 | $48.9M | 3.01% |
| 15 | VISA INC | V | 153,099 | $48.4M | 2.97% |
| 16 | SHERWIN WILLIAMS CO | SHW | 141,604 | $48.1M | 2.96% |
| 17 | INTUIT | INTU | 60,456 | $38.0M | 2.34% |
| 18 | ANALOG DEVICES INC | ADI | 174,731 | $37.1M | 2.28% |
| 19 | WATSCO INC | WSO-B | 76,793 | $36.4M | 2.24% |
| 20 | CHIPOTLE MEXICAN GRILL INC | CMG | 546,277 | $32.9M | 2.02% |
| 21 | PROGRESSIVE CORP | 743315103 | 136,556 | $32.7M | 2.01% |
| 22 | THERMO FISHER SCIENTIFIC INC | TMO | 59,724 | $31.1M | 1.91% |
| 23 | PARKER-HANNIFIN CORP | PH | 37,078 | $23.6M | 1.45% |
| 24 | POOL CORP | POOL | 67,762 | $23.1M | 1.42% |
| 25 | KINSALE CAP GROUP INC | 49714P108 | 39,992 | $18.6M | 1.14% |
| 26 | ZOETIS INC | ZTS | 108,807 | $17.7M | 1.09% |
| 27 | OLD DOMINION FREIGHT LINE IN | ODFL | 96,891 | $17.1M | 1.05% |
| 28 | YETI HLDGS INC | YETI | 397,431 | $15.3M | 0.94% |
| 29 | BUILDERS FIRSTSOURCE INC | BLDR | 67,693 | $9.7M | 0.59% |
| 30 | MICROSOFT CORP | MSFT | 16,435 | $6.9M | 0.43% |
| 31 | TJX COS INC NEW | 872540109 | 56,085 | $6.8M | 0.42% |
| 32 | JPMORGAN CHASE & CO. | VYLD | 28,225 | $6.8M | 0.42% |
| 33 | APPLE INC | AAPL | 26,200 | $6.6M | 0.40% |
| 34 | AMAZON COM INC | AMZN | 26,855 | $5.9M | 0.36% |
| 35 | NVIDIA CORPORATION | NVDA | 41,165 | $5.5M | 0.34% |
| 36 | ANALOG DEVICES INC | ADI | 24,700 | $5.2M | 0.32% |
| 37 | PROGRESSIVE CORP | 743315103 | 21,020 | $5.0M | 0.31% |
| 38 | WATSCO INC | WSO-B | 10,335 | $4.9M | 0.30% |
| 39 | TEXAS INSTRS INC | 882508104 | 21,180 | $4.0M | 0.24% |
| 40 | AMGEN INC | AMGN | 14,750 | $3.8M | 0.24% |
| 41 | UNION PAC CORP | UNP | 16,600 | $3.8M | 0.23% |
| 42 | SHERWIN WILLIAMS CO | SHW | 10,980 | $3.7M | 0.23% |
| 43 | VISA INC | V | 10,295 | $3.3M | 0.20% |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,820 | $3.1M | 0.19% |
| 45 | DISNEY WALT CO | 254687106 | 26,860 | $3.0M | 0.18% |
| 46 | TOYOTA MOTOR CORP | TOYOF | 15,165 | $3.0M | 0.18% |
| 47 | ABBVIE INC | ABBV | 15,700 | $2.8M | 0.17% |
| 48 | INTUIT | INTU | 4,045 | $2.5M | 0.16% |
| 49 | FERRARI N V | RACE | 5,900 | $2.5M | 0.15% |
| 50 | DEERE & CO | DE | 5,875 | $2.5M | 0.15% |
| 51 | ACCENTURE PLC IRELAND | ACN | 6,950 | $2.4M | 0.15% |
| 52 | WELLS FARGO CO NEW | 949746101 | 30,000 | $2.1M | 0.13% |
| 53 | MCDONALDS CORP | MCD | 7,200 | $2.1M | 0.13% |
| 54 | THERMO FISHER SCIENTIFIC INC | TMO | 4,005 | $2.1M | 0.13% |
| 55 | PARKER-HANNIFIN CORP | PH | 3,145 | $2.0M | 0.12% |
| 56 | CHIPOTLE MEXICAN GRILL INC | CMG | 32,325 | $1.9M | 0.12% |
| 57 | LOWES COS INC | 548661107 | 7,800 | $1.9M | 0.12% |
| 58 | POOL CORP | POOL | 5,454 | $1.9M | 0.11% |
| 59 | MERCK & CO INC | MRK | 17,500 | $1.7M | 0.11% |
| 60 | HDFC BANK LTD | HDB | 25,945 | $1.7M | 0.10% |
| 61 | EXXON MOBIL CORP | XOM | 14,206 | $1.5M | 0.09% |
| 62 | TRACTOR SUPPLY CO | TSCO | 27,250 | $1.4M | 0.09% |
| 63 | LINDE PLC | LIN | 3,190 | $1.3M | 0.08% |
| 64 | COCA COLA CO | KO | 20,700 | $1.3M | 0.08% |
| 65 | JOHNSON & JOHNSON | JNJ | 8,800 | $1.3M | 0.08% |
| 66 | IDEXX LABS INC | 45168D104 | 3,030 | $1.3M | 0.08% |
| 67 | YETI HLDGS INC | YETI | 32,485 | $1.3M | 0.08% |
| 68 | ZOETIS INC | ZTS | 7,625 | $1.2M | 0.08% |
| 69 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 4,840 | $1.2M | 0.07% |
| 70 | MERCK & CO INC | MRK | 10,615 | $1.1M | 0.06% |
| 71 | ENTERPRISE PRODS PARTNERS L | 293792107 | 33,350 | $1.0M | 0.06% |
| 72 | FERRARI N V | RACE | 2,385 | $1.0M | 0.06% |
| 73 | EXXON MOBIL CORP | XOM | 9,200 | $989,644 | 0.06% |
| 74 | JOHNSON & JOHNSON | JNJ | 6,841 | $989,345 | 0.06% |
| 75 | ALPHABET INC | GOOG | 5,197 | $983,792 | 0.06% |
| 76 | CHEVRON CORP NEW | CVX | 6,593 | $954,930 | 0.06% |
| 77 | OLD DOMINION FREIGHT LINE IN | ODFL | 4,795 | $845,838 | 0.05% |
| 78 | ROSS STORES INC | ROST | 5,265 | $796,437 | 0.05% |
| 79 | PINNACLE WEST CAP CORP | PNW | 9,000 | $762,930 | 0.05% |
| 80 | SPDR GOLD TR | GLD | 3,150 | $762,709 | 0.05% |
| 81 | META PLATFORMS INC | META | 1,215 | $711,395 | 0.04% |
| 82 | UNIVERSAL HEALTH RLTY INCOME | 91359E105 | 17,000 | $632,570 | 0.04% |
| 83 | AFFILIATED MANAGERS GROUP IN | MGRE | 3,400 | $628,728 | 0.04% |
| 84 | BUILDERS FIRSTSOURCE INC | BLDR | 4,395 | $628,177 | 0.04% |
| 85 | ALPHABET INC | GOOG | 3,215 | $612,265 | 0.04% |
| 86 | INTELLICHECK INC | IDN | 205,402 | $575,126 | 0.04% |
| 87 | CYBERARK SOFTWARE LTD | M2682V108 | 1,710 | $569,686 | 0.04% |
| 88 | MPLX LP | MPLXP | 11,445 | $547,758 | 0.03% |
| 89 | ABBVIE INC | ABBV | 2,908 | $516,752 | 0.03% |
| 90 | DIAMONDBACK ENERGY INC | FANG | 3,050 | $499,681 | 0.03% |
| 91 | MCDONALDS CORP | MCD | 1,595 | $462,375 | 0.03% |
| 92 | WEX INC | WEX | 2,450 | $429,534 | 0.03% |
| 93 | BOOKING HOLDINGS INC | BKNG | 79 | $392,505 | 0.02% |
| 94 | ASTRAZENECA PLC | AZN | 5,740 | $376,085 | 0.02% |
| 95 | MERCADOLIBRE INC | MELI | 221 | $375,797 | 0.02% |
| 96 | EOG RES INC | EOG | 3,020 | $370,192 | 0.02% |
| 97 | MORGAN STANLEY | MS-PQ | 2,774 | $348,747 | 0.02% |
| 98 | ELI LILLY & CO | LLY | 441 | $340,452 | 0.02% |
| 99 | ASML HOLDING N V | ASMLF | 460 | $318,817 | 0.02% |
| 100 | NETFLIX INC | NFLX | 339 | $302,157 | 0.02% |
| 101 | HDFC BANK LTD | HDB | 4,710 | $300,781 | 0.02% |
| 102 | CUMMINS INC | CMI | 860 | $299,796 | 0.02% |
| 103 | WEYERHAEUSER CO MTN BE | WY | 10,400 | $292,760 | 0.02% |
| 104 | CANADIAN PACIFIC KANSAS CITY | CP | 4,035 | $292,013 | 0.02% |
| 105 | APPLIED MATLS INC | 038222105 | 1,781 | $289,644 | 0.02% |
| 106 | WILLIAMS COS INC | 969457100 | 5,350 | $289,542 | 0.02% |
| 107 | SONY GROUP CORP | SNEJF | 13,650 | $288,834 | 0.02% |
| 108 | ORACLE CORP | ORCL-PD | 1,720 | $286,621 | 0.02% |
| 109 | CONSTELLATION BRANDS INC | STZ | 1,260 | $278,460 | 0.02% |
| 110 | CONOCOPHILLIPS | COP | 2,679 | $265,676 | 0.02% |
| 111 | NOVO-NORDISK A S | NONOF | 2,980 | $256,340 | 0.02% |
| 112 | 3M CO | MMM | 1,833 | $236,622 | 0.01% |
| 113 | FISERV INC | FISV | 1,065 | $218,772 | 0.01% |
| 114 | PALO ALTO NETWORKS INC | PANW | 1,120 | $203,795 | 0.01% |
| 115 | KINSALE CAP GROUP INC | 49714P108 | 410 | $190,703 | 0.01% |
| 116 | LOWES COS INC | 548661107 | 230 | $56,764 | 0.00% |
| 117 | WELLS FARGO CO NEW | 949746101 | 400 | $28,096 | 0.00% |