13F HOLDINGS REPORT
Wilkinson Global Asset Management LLC
Quarter ended Q1 2025 · Filed May 1, 2025 · Accession 0001172661-25-001556
Total Value
$1.60B
Positions
112
Other Managers
0
Confidential Omitted
No
Holdings (112)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TJX COS INC NEW | 872540109 | 932,511 | $113.6M | 7.10% |
| 2 | JPMORGAN CHASE & CO. | VYLD | 419,929 | $103.0M | 6.44% |
| 3 | MICROSOFT CORP | MSFT | 254,881 | $95.7M | 5.98% |
| 4 | APPLE INC | AAPL | 411,157 | $91.3M | 5.71% |
| 5 | AMGEN INC | AMGN | 261,347 | $81.4M | 5.09% |
| 6 | SHERWIN WILLIAMS CO | SHW | 209,078 | $73.0M | 4.57% |
| 7 | UNION PAC CORP | UNP | 295,003 | $69.7M | 4.36% |
| 8 | ACCENTURE PLC IRELAND | ACN | 214,901 | $67.1M | 4.19% |
| 9 | TEXAS INSTRS INC | 882508104 | 357,108 | $64.2M | 4.01% |
| 10 | DEERE & CO | DE | 127,280 | $59.7M | 3.74% |
| 11 | NVIDIA CORPORATION | NVDA | 549,243 | $59.5M | 3.72% |
| 12 | VISA INC | V | 153,469 | $53.8M | 3.36% |
| 13 | LINDE PLC | LIN | 115,074 | $53.6M | 3.35% |
| 14 | TOYOTA MOTOR CORP | TOYOF | 279,097 | $49.3M | 3.08% |
| 15 | DISNEY WALT CO | 254687106 | 465,799 | $46.0M | 2.87% |
| 16 | AMAZON COM INC | AMZN | 229,553 | $43.7M | 2.73% |
| 17 | WATSCO INC | WSO-B | 76,683 | $39.0M | 2.44% |
| 18 | PROGRESSIVE CORP | 743315103 | 137,241 | $38.8M | 2.43% |
| 19 | INTUIT | INTU | 60,090 | $36.9M | 2.31% |
| 20 | ANALOG DEVICES INC | ADI | 174,173 | $35.1M | 2.20% |
| 21 | THERMO FISHER SCIENTIFIC INC | TMO | 59,880 | $29.8M | 1.86% |
| 22 | CHIPOTLE MEXICAN GRILL INC | CMG | 545,762 | $27.4M | 1.71% |
| 23 | PARKER-HANNIFIN CORP | PH | 37,216 | $22.6M | 1.41% |
| 24 | POOL CORP | POOL | 67,607 | $21.5M | 1.35% |
| 25 | KINSALE CAP GROUP INC | 49714P108 | 41,212 | $20.1M | 1.25% |
| 26 | ZOETIS INC | ZTS | 109,288 | $18.0M | 1.13% |
| 27 | OLD DOMINION FREIGHT LINE IN | ODFL | 100,539 | $16.6M | 1.04% |
| 28 | YETI HLDGS INC | YETI | 398,867 | $13.2M | 0.83% |
| 29 | BUILDERS FIRSTSOURCE INC | BLDR | 69,226 | $8.6M | 0.54% |
| 30 | JPMORGAN CHASE & CO. | VYLD | 28,600 | $7.0M | 0.44% |
| 31 | TJX COS INC NEW | 872540109 | 57,560 | $7.0M | 0.44% |
| 32 | MICROSOFT CORP | MSFT | 16,635 | $6.2M | 0.39% |
| 33 | PROGRESSIVE CORP | 743315103 | 21,295 | $6.0M | 0.38% |
| 34 | APPLE INC | AAPL | 26,550 | $5.9M | 0.37% |
| 35 | WATSCO INC | WSO-B | 10,485 | $5.3M | 0.33% |
| 36 | AMAZON COM INC | AMZN | 27,280 | $5.2M | 0.32% |
| 37 | ANALOG DEVICES INC | ADI | 25,050 | $5.1M | 0.32% |
| 38 | AMGEN INC | AMGN | 14,900 | $4.6M | 0.29% |
| 39 | NVIDIA CORPORATION | NVDA | 41,665 | $4.5M | 0.28% |
| 40 | UNION PAC CORP | UNP | 16,850 | $4.0M | 0.25% |
| 41 | SHERWIN WILLIAMS CO | SHW | 11,255 | $3.9M | 0.25% |
| 42 | TEXAS INSTRS INC | 882508104 | 21,455 | $3.9M | 0.24% |
| 43 | VISA INC | V | 10,620 | $3.7M | 0.23% |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,510 | $3.5M | 0.22% |
| 45 | ABBVIE INC | ABBV | 15,700 | $3.3M | 0.21% |
| 46 | DEERE & CO | DE | 5,975 | $2.8M | 0.18% |
| 47 | TOYOTA MOTOR CORP | TOYOF | 15,365 | $2.7M | 0.17% |
| 48 | DISNEY WALT CO | 254687106 | 27,260 | $2.7M | 0.17% |
| 49 | PARKER-HANNIFIN CORP | PH | 4,265 | $2.6M | 0.16% |
| 50 | INTUIT | INTU | 4,145 | $2.5M | 0.16% |
| 51 | LINDE PLC | LIN | 5,465 | $2.5M | 0.16% |
| 52 | FERRARI N V | RACE | 5,900 | $2.5M | 0.16% |
| 53 | MCDONALDS CORP | MCD | 7,200 | $2.2M | 0.14% |
| 54 | ACCENTURE PLC IRELAND | ACN | 7,150 | $2.2M | 0.14% |
| 55 | WELLS FARGO CO NEW | 949746101 | 30,000 | $2.2M | 0.13% |
| 56 | THERMO FISHER SCIENTIFIC INC | TMO | 4,105 | $2.0M | 0.13% |
| 57 | CHIPOTLE MEXICAN GRILL INC | CMG | 36,765 | $1.8M | 0.12% |
| 58 | LOWES COS INC | 548661107 | 7,800 | $1.8M | 0.11% |
| 59 | POOL CORP | POOL | 5,579 | $1.8M | 0.11% |
| 60 | EXXON MOBIL CORP | XOM | 13,753 | $1.6M | 0.10% |
| 61 | TRACTOR SUPPLY CO | TSCO | 28,765 | $1.6M | 0.10% |
| 62 | MERCK & CO INC | MRK | 17,500 | $1.6M | 0.10% |
| 63 | JOHNSON & JOHNSON | JNJ | 8,800 | $1.5M | 0.09% |
| 64 | KINSALE CAP GROUP INC | 49714P108 | 2,960 | $1.4M | 0.09% |
| 65 | IDEXX LABS INC | 45168D104 | 3,155 | $1.3M | 0.08% |
| 66 | ZOETIS INC | ZTS | 7,825 | $1.3M | 0.08% |
| 67 | OLD DOMINION FREIGHT LINE IN | ODFL | 7,280 | $1.2M | 0.08% |
| 68 | APPLIED INDL TECHNOLOGIES IN | 03820C105 | 5,190 | $1.2M | 0.07% |
| 69 | YETI HLDGS INC | YETI | 33,285 | $1.1M | 0.07% |
| 70 | EXXON MOBIL CORP | XOM | 9,200 | $1.1M | 0.07% |
| 71 | FERRARI N V | RACE | 2,475 | $1.1M | 0.07% |
| 72 | JOHNSON & JOHNSON | JNJ | 6,001 | $995,206 | 0.06% |
| 73 | ENTERPRISE PRODS PARTNERS L | 293792107 | 29,075 | $992,620 | 0.06% |
| 74 | CHEVRON CORP NEW | CVX | 5,738 | $959,910 | 0.06% |
| 75 | MERCK & CO INC | MRK | 10,085 | $905,230 | 0.06% |
| 76 | SPDR GOLD TR | GLD | 3,000 | $864,420 | 0.05% |
| 77 | PINNACLE WEST CAP CORP | PNW | 9,000 | $857,250 | 0.05% |
| 78 | COSTCO WHSL CORP NEW | 22160K105 | 827 | $782,160 | 0.05% |
| 79 | ALPHABET INC | GOOG | 4,817 | $744,901 | 0.05% |
| 80 | UNIVERSAL HEALTH RLTY INCOME | 91359E105 | 17,000 | $696,320 | 0.04% |
| 81 | ROSS STORES INC | ROST | 5,265 | $672,814 | 0.04% |
| 82 | INTELLICHECK INC | IDN | 216,116 | $654,831 | 0.04% |
| 83 | MPLX LP | MPLXP | 11,445 | $612,536 | 0.04% |
| 84 | CYBERARK SOFTWARE LTD | M2682V108 | 1,710 | $577,980 | 0.04% |
| 85 | BUILDERS FIRSTSOURCE INC | BLDR | 4,520 | $564,729 | 0.04% |
| 86 | ABBVIE INC | ABBV | 2,688 | $563,190 | 0.04% |
| 87 | AFFILIATED MANAGERS GROUP IN | MGRE | 3,200 | $537,696 | 0.03% |
| 88 | DIAMONDBACK ENERGY INC | FANG | 3,050 | $487,634 | 0.03% |
| 89 | MCDONALDS CORP | MCD | 1,515 | $473,241 | 0.03% |
| 90 | MERCADOLIBRE INC | MELI | 221 | $431,142 | 0.03% |
| 91 | ASTRAZENECA PLC | AZN | 5,370 | $394,695 | 0.02% |
| 92 | WEX INC | WEX | 2,450 | $384,699 | 0.02% |
| 93 | META PLATFORMS INC | META | 654 | $376,939 | 0.02% |
| 94 | EOG RES INC | EOG | 2,860 | $366,766 | 0.02% |
| 95 | ELI LILLY & CO | LLY | 420 | $346,882 | 0.02% |
| 96 | SONY GROUP CORP | SNEJF | 13,650 | $346,573 | 0.02% |
| 97 | ALPHABET INC | GOOG | 2,115 | $330,426 | 0.02% |
| 98 | WILLIAMS COS INC | 969457100 | 5,350 | $319,716 | 0.02% |
| 99 | ASML HOLDING N V | ASMLF | 460 | $304,810 | 0.02% |
| 100 | WEYERHAEUSER CO MTN BE | WY | 10,400 | $304,512 | 0.02% |
| 101 | CANADIAN PACIFIC KANSAS CITY | CP | 4,035 | $283,297 | 0.02% |
| 102 | HDFC BANK LTD | HDB | 4,094 | $272,005 | 0.02% |
| 103 | 3M CO | MMM | 1,833 | $269,194 | 0.02% |
| 104 | CONOCOPHILLIPS | COP | 2,500 | $262,550 | 0.02% |
| 105 | MORGAN STANLEY | MS-PQ | 2,174 | $253,641 | 0.02% |
| 106 | CUMMINS INC | CMI | 805 | $252,319 | 0.02% |
| 107 | APPLIED MATLS INC | 038222105 | 1,696 | $246,124 | 0.02% |
| 108 | FISERV INC | FISV | 1,065 | $235,184 | 0.01% |
| 109 | NOVO-NORDISK A S | NONOF | 3,380 | $234,707 | 0.01% |
| 110 | SCHWAB CHARLES CORP | SCHW-PJ | 2,580 | $201,962 | 0.01% |
| 111 | WELLS FARGO CO NEW | 949746101 | 400 | $28,716 | 0.00% |
| 112 | LOWES COS INC | 548661107 | 110 | $25,655 | 0.00% |