13F HOLDINGS REPORT
Wilkinson Global Asset Management LLC
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0001172661-25-003001
Total Value
$1.59B
Positions
106
Other Managers
0
Confidential Omitted
No
Holdings (106)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 237,661 | $118.2M | 7.43% |
| 2 | JPMORGAN CHASE & CO. | VYLD | 364,267 | $105.6M | 6.64% |
| 3 | TJX COS INC NEW | 872540109 | 836,975 | $103.4M | 6.50% |
| 4 | NVIDIA CORPORATION | NVDA | 519,418 | $82.1M | 5.16% |
| 5 | APPLE INC | AAPL | 351,307 | $72.1M | 4.53% |
| 6 | SHERWIN WILLIAMS CO | SHW | 205,873 | $70.7M | 4.44% |
| 7 | TEXAS INSTRS INC | 882508104 | 324,414 | $67.4M | 4.24% |
| 8 | AMGEN INC | AMGN | 238,560 | $66.6M | 4.19% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 282,168 | $63.9M | 4.02% |
| 10 | UNION PAC CORP | UNP | 270,662 | $62.3M | 3.92% |
| 11 | DEERE & CO | DE | 118,014 | $60.0M | 3.77% |
| 12 | ACCENTURE PLC IRELAND | ACN | 197,937 | $59.2M | 3.72% |
| 13 | DISNEY WALT CO | 254687106 | 428,318 | $53.1M | 3.34% |
| 14 | VISA INC | V | 147,329 | $52.3M | 3.29% |
| 15 | LINDE PLC | LIN | 105,699 | $49.6M | 3.12% |
| 16 | AMAZON COM INC | AMZN | 219,218 | $48.1M | 3.02% |
| 17 | INTUIT | INTU | 57,435 | $45.2M | 2.84% |
| 18 | ANALOG DEVICES INC | ADI | 162,632 | $38.7M | 2.43% |
| 19 | PROGRESSIVE CORP | 743315103 | 128,831 | $34.4M | 2.16% |
| 20 | SPOTIFY TECHNOLOGY S A | SPOT | 40,839 | $31.3M | 1.97% |
| 21 | WATSCO INC | WSO-B | 70,840 | $31.3M | 1.97% |
| 22 | CHIPOTLE MEXICAN GRILL INC | CMG | 508,317 | $28.5M | 1.79% |
| 23 | KINSALE CAP GROUP INC | 49714P108 | 52,669 | $25.5M | 1.60% |
| 24 | PARKER-HANNIFIN CORP | PH | 33,441 | $23.4M | 1.47% |
| 25 | ZOETIS INC | ZTS | 97,222 | $15.2M | 0.95% |
| 26 | OLD DOMINION FREIGHT LINE IN | ODFL | 91,645 | $14.9M | 0.94% |
| 27 | MASTERCARD INCORPORATED | MA | 17,811 | $10.0M | 0.63% |
| 28 | COINBASE GLOBAL INC | COIN | 26,166 | $9.2M | 0.58% |
| 29 | JPMORGAN CHASE & CO. | VYLD | 28,975 | $8.4M | 0.53% |
| 30 | MICROSOFT CORP | MSFT | 16,885 | $8.4M | 0.53% |
| 31 | TJX COS INC NEW | 872540109 | 58,610 | $7.2M | 0.46% |
| 32 | AMAZON COM INC | AMZN | 27,680 | $6.1M | 0.38% |
| 33 | ANALOG DEVICES INC | ADI | 25,400 | $6.0M | 0.38% |
| 34 | NVIDIA CORPORATION | NVDA | 38,035 | $6.0M | 0.38% |
| 35 | PROGRESSIVE CORP | 743315103 | 21,345 | $5.7M | 0.36% |
| 36 | APPLE INC | AAPL | 26,900 | $5.5M | 0.35% |
| 37 | WATSCO INC | WSO-B | 10,635 | $4.7M | 0.30% |
| 38 | TEXAS INSTRS INC | 882508104 | 21,780 | $4.5M | 0.28% |
| 39 | AMGEN INC | AMGN | 15,075 | $4.2M | 0.26% |
| 40 | SHERWIN WILLIAMS CO | SHW | 11,555 | $4.0M | 0.25% |
| 41 | UNION PAC CORP | UNP | 17,100 | $3.9M | 0.25% |
| 42 | VISA INC | V | 10,945 | $3.9M | 0.24% |
| 43 | DISNEY WALT CO | 254687106 | 27,710 | $3.4M | 0.22% |
| 44 | INTUIT | INTU | 4,270 | $3.4M | 0.21% |
| 45 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,445 | $3.1M | 0.20% |
| 46 | DEERE & CO | DE | 6,100 | $3.1M | 0.20% |
| 47 | PARKER-HANNIFIN CORP | PH | 4,340 | $3.0M | 0.19% |
| 48 | ABBVIE INC | ABBV | 15,700 | $2.9M | 0.18% |
| 49 | FERRARI N V | RACE | 5,900 | $2.9M | 0.18% |
| 50 | LINDE PLC | LIN | 5,590 | $2.6M | 0.16% |
| 51 | WELLS FARGO CO NEW | 949746101 | 30,000 | $2.4M | 0.15% |
| 52 | ACCENTURE PLC IRELAND | ACN | 7,350 | $2.2M | 0.14% |
| 53 | CHIPOTLE MEXICAN GRILL INC | CMG | 37,840 | $2.1M | 0.13% |
| 54 | MCDONALDS CORP | MCD | 7,200 | $2.1M | 0.13% |
| 55 | KINSALE CAP GROUP INC | 49714P108 | 4,020 | $1.9M | 0.12% |
| 56 | SPOTIFY TECHNOLOGY S A | SPOT | 2,335 | $1.8M | 0.11% |
| 57 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 7,880 | $1.8M | 0.11% |
| 58 | LOWES COS INC | 548661107 | 7,800 | $1.7M | 0.11% |
| 59 | THERMO FISHER SCIENTIFIC INC | TMO | 4,230 | $1.7M | 0.11% |
| 60 | MASTERCARD INCORPORATED | MA | 2,695 | $1.5M | 0.10% |
| 61 | EXXON MOBIL CORP | XOM | 13,443 | $1.4M | 0.09% |
| 62 | MERCK & CO INC | MRK | 17,500 | $1.4M | 0.09% |
| 63 | TOYOTA MOTOR CORP | TOYOF | 8,000 | $1.4M | 0.09% |
| 64 | JOHNSON & JOHNSON | JNJ | 8,800 | $1.3M | 0.08% |
| 65 | ZOETIS INC | ZTS | 8,175 | $1.3M | 0.08% |
| 66 | OLD DOMINION FREIGHT LINE IN | ODFL | 7,605 | $1.2M | 0.08% |
| 67 | INTELLICHECK INC | IDN | 226,285 | $1.2M | 0.08% |
| 68 | FERRARI N V | RACE | 2,265 | $1.1M | 0.07% |
| 69 | EXXON MOBIL CORP | XOM | 9,200 | $991,760 | 0.06% |
| 70 | SPDR GOLD TR | GLD | 2,915 | $888,579 | 0.06% |
| 71 | JOHNSON & JOHNSON | JNJ | 5,520 | $843,180 | 0.05% |
| 72 | PINNACLE WEST CAP CORP | PNW | 9,000 | $805,230 | 0.05% |
| 73 | MERCK & CO INC | MRK | 10,085 | $798,329 | 0.05% |
| 74 | UNIVERSAL HEALTH RLTY INCOME | 91359E105 | 17,000 | $679,490 | 0.04% |
| 75 | ROSS STORES INC | ROST | 4,965 | $633,435 | 0.04% |
| 76 | MERCADOLIBRE INC | MELI | 221 | $577,612 | 0.04% |
| 77 | CYBERARK SOFTWARE LTD | M2682V108 | 1,370 | $557,426 | 0.04% |
| 78 | SPDR S&P MIDCAP 400 ETF TR | MDY | 940 | $532,738 | 0.03% |
| 79 | CHEVRON CORP NEW | CVX | 3,545 | $507,609 | 0.03% |
| 80 | ALPHABET INC | GOOG | 2,807 | $494,678 | 0.03% |
| 81 | META PLATFORMS INC | META | 654 | $482,711 | 0.03% |
| 82 | MCDONALDS CORP | MCD | 1,455 | $425,107 | 0.03% |
| 83 | DIAMONDBACK ENERGY INC | FANG | 3,050 | $419,070 | 0.03% |
| 84 | ABBVIE INC | ABBV | 2,205 | $409,292 | 0.03% |
| 85 | SONY GROUP CORP | SNEJF | 15,330 | $399,040 | 0.03% |
| 86 | ALPHABET INC | GOOG | 2,115 | $375,180 | 0.02% |
| 87 | ASML HOLDING N V | ASMLF | 465 | $372,646 | 0.02% |
| 88 | WEX INC | WEX | 2,450 | $359,880 | 0.02% |
| 89 | WILLIAMS COS INC | 969457100 | 5,350 | $336,033 | 0.02% |
| 90 | ENTERPRISE PRODS PARTNERS L | 293792107 | 10,640 | $329,946 | 0.02% |
| 91 | ELI LILLY & CO | LLY | 420 | $327,403 | 0.02% |
| 92 | EOG RES INC | EOG | 2,700 | $322,947 | 0.02% |
| 93 | CANADIAN PACIFIC KANSAS CITY | CP | 4,035 | $319,854 | 0.02% |
| 94 | MORGAN STANLEY | MS-PQ | 2,224 | $313,273 | 0.02% |
| 95 | 3M CO | MMM | 1,833 | $279,056 | 0.02% |
| 96 | NETFLIX INC | NFLX | 204 | $273,183 | 0.02% |
| 97 | SCHWAB CHARLES CORP | SCHW-PJ | 2,580 | $235,399 | 0.01% |
| 98 | NOVO-NORDISK A S | NONOF | 3,380 | $233,288 | 0.01% |
| 99 | COSTCO WHSL CORP NEW | 22160K105 | 230 | $227,686 | 0.01% |
| 100 | IMPERIAL OIL LTD | IMO | 2,695 | $214,199 | 0.01% |
| 101 | AFFILIATED MANAGERS GROUP IN | MGRE | 1,065 | $209,560 | 0.01% |
| 102 | CONOCOPHILLIPS | COP | 2,250 | $201,915 | 0.01% |
| 103 | STAR GROUP L P | SGU | 10,000 | $117,000 | 0.01% |
| 104 | WELLS FARGO CO NEW | 949746101 | 400 | $32,048 | 0.00% |
| 105 | THERMO FISHER SCIENTIFIC INC | TMO | 50 | $20,273 | 0.00% |
| 106 | TOYOTA MOTOR CORP | TOYOF | 35 | $6,029 | 0.00% |