13F HOLDINGS REPORT
Wilkinson Global Asset Management LLC
Quarter ended Q3 2025 · Filed November 4, 2025 · Accession 0001172661-25-004575
Total Value
$1.59B
Positions
102
Other Managers
0
Confidential Omitted
No
Holdings (102)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 227,914 | $118.0M | 7.43% |
| 2 | TJX COS INC NEW | 872540109 | 809,728 | $117.0M | 7.36% |
| 3 | JPMORGAN CHASE & CO. | VYLD | 351,960 | $111.0M | 6.98% |
| 4 | APPLE INC | AAPL | 339,817 | $86.5M | 5.44% |
| 5 | NVIDIA CORPORATION | NVDA | 442,953 | $82.6M | 5.20% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 273,120 | $76.3M | 4.80% |
| 7 | SHERWIN WILLIAMS CO | SHW | 202,854 | $70.2M | 4.42% |
| 8 | TEXAS INSTRS INC | 882508104 | 347,681 | $63.9M | 4.02% |
| 9 | UNION PAC CORP | UNP | 262,240 | $62.0M | 3.90% |
| 10 | AMGEN INC | AMGN | 203,089 | $57.3M | 3.61% |
| 11 | LINDE PLC | LIN | 111,344 | $52.9M | 3.33% |
| 12 | DEERE & CO | DE | 114,533 | $52.4M | 3.29% |
| 13 | VISA INC | V | 148,340 | $50.6M | 3.19% |
| 14 | AMAZON COM INC | AMZN | 220,841 | $48.5M | 3.05% |
| 15 | DISNEY WALT CO | 254687106 | 416,071 | $47.6M | 3.00% |
| 16 | ACCENTURE PLC IRELAND | ACN | 189,217 | $46.7M | 2.94% |
| 17 | ANALOG DEVICES INC | ADI | 162,306 | $39.9M | 2.51% |
| 18 | INTUIT | INTU | 57,563 | $39.3M | 2.47% |
| 19 | PARKER-HANNIFIN CORP | PH | 44,044 | $33.4M | 2.10% |
| 20 | PROGRESSIVE CORP | 743315103 | 129,626 | $32.0M | 2.01% |
| 21 | WATSCO INC | WSO-B | 71,048 | $28.7M | 1.81% |
| 22 | SPOTIFY TECHNOLOGY S A | SPOT | 41,057 | $28.7M | 1.80% |
| 23 | KINSALE CAP GROUP INC | 49714P108 | 52,658 | $22.4M | 1.41% |
| 24 | CHIPOTLE MEXICAN GRILL INC | CMG | 509,027 | $19.9M | 1.25% |
| 25 | COINBASE GLOBAL INC | COIN | 44,949 | $15.2M | 0.95% |
| 26 | OLD DOMINION FREIGHT LINE IN | ODFL | 93,247 | $13.1M | 0.83% |
| 27 | BROADCOM INC | AVGO | 32,939 | $10.9M | 0.68% |
| 28 | MASTERCARD INCORPORATED | MA | 18,015 | $10.2M | 0.64% |
| 29 | JPMORGAN CHASE & CO. | VYLD | 28,975 | $9.1M | 0.57% |
| 30 | MICROSOFT CORP | MSFT | 16,885 | $8.7M | 0.55% |
| 31 | TJX COS INC NEW | 872540109 | 58,610 | $8.5M | 0.53% |
| 32 | APPLE INC | AAPL | 26,900 | $6.8M | 0.43% |
| 33 | ANALOG DEVICES INC | ADI | 25,400 | $6.2M | 0.39% |
| 34 | AMAZON COM INC | AMZN | 27,905 | $6.1M | 0.39% |
| 35 | NVIDIA CORPORATION | NVDA | 32,570 | $6.1M | 0.38% |
| 36 | PROGRESSIVE CORP | 743315103 | 21,345 | $5.3M | 0.33% |
| 37 | AMGEN INC | AMGN | 15,275 | $4.3M | 0.27% |
| 38 | WATSCO INC | WSO-B | 10,635 | $4.3M | 0.27% |
| 39 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 14,730 | $4.1M | 0.26% |
| 40 | UNION PAC CORP | UNP | 17,100 | $4.0M | 0.25% |
| 41 | TEXAS INSTRS INC | 882508104 | 21,780 | $4.0M | 0.25% |
| 42 | SHERWIN WILLIAMS CO | SHW | 11,555 | $4.0M | 0.25% |
| 43 | VISA INC | V | 10,945 | $3.7M | 0.24% |
| 44 | ABBVIE INC | ABBV | 15,700 | $3.6M | 0.23% |
| 45 | PARKER-HANNIFIN CORP | PH | 4,390 | $3.3M | 0.21% |
| 46 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,312 | $3.2M | 0.20% |
| 47 | DISNEY WALT CO | 254687106 | 27,710 | $3.2M | 0.20% |
| 48 | INTUIT | INTU | 4,270 | $2.9M | 0.18% |
| 49 | FERRARI N V | RACE | 5,900 | $2.9M | 0.18% |
| 50 | DEERE & CO | DE | 6,175 | $2.8M | 0.18% |
| 51 | LINDE PLC | LIN | 5,590 | $2.7M | 0.17% |
| 52 | WELLS FARGO CO NEW | 949746101 | 30,000 | $2.5M | 0.16% |
| 53 | MCDONALDS CORP | MCD | 7,200 | $2.2M | 0.14% |
| 54 | SPOTIFY TECHNOLOGY S A | SPOT | 2,935 | $2.0M | 0.13% |
| 55 | LOWES COS INC | 548661107 | 7,800 | $2.0M | 0.12% |
| 56 | ACCENTURE PLC IRELAND | ACN | 7,350 | $1.8M | 0.11% |
| 57 | KINSALE CAP GROUP INC | 49714P108 | 4,095 | $1.7M | 0.11% |
| 58 | JOHNSON & JOHNSON | JNJ | 8,800 | $1.6M | 0.10% |
| 59 | COINBASE GLOBAL INC | COIN | 4,660 | $1.6M | 0.10% |
| 60 | BROADCOM INC | AVGO | 4,760 | $1.6M | 0.10% |
| 61 | MASTERCARD INCORPORATED | MA | 2,695 | $1.5M | 0.10% |
| 62 | CHIPOTLE MEXICAN GRILL INC | CMG | 38,160 | $1.5M | 0.09% |
| 63 | MERCK & CO INC | MRK | 17,500 | $1.5M | 0.09% |
| 64 | EXXON MOBIL CORP | XOM | 12,828 | $1.4M | 0.09% |
| 65 | INTELLICHECK INC | IDN | 231,999 | $1.2M | 0.08% |
| 66 | ZOETIS INC | ZTS | 8,175 | $1.2M | 0.08% |
| 67 | FERRARI N V | RACE | 2,265 | $1.1M | 0.07% |
| 68 | OLD DOMINION FREIGHT LINE IN | ODFL | 7,730 | $1.1M | 0.07% |
| 69 | EXXON MOBIL CORP | XOM | 9,200 | $1.0M | 0.07% |
| 70 | SPDR GOLD TR | GLD | 2,890 | $1.0M | 0.06% |
| 71 | JOHNSON & JOHNSON | JNJ | 4,875 | $903,922 | 0.06% |
| 72 | PINNACLE WEST CAP CORP | PNW | 9,000 | $806,940 | 0.05% |
| 73 | MERCK & CO INC | MRK | 8,205 | $688,646 | 0.04% |
| 74 | UNIVERSAL HEALTH RLTY INCOME | 91359E105 | 17,000 | $665,890 | 0.04% |
| 75 | ROSS STORES INC | ROST | 4,174 | $636,076 | 0.04% |
| 76 | ALPHABET INC | GOOG | 2,222 | $540,168 | 0.03% |
| 77 | MERCADOLIBRE INC | MELI | 226 | $528,148 | 0.03% |
| 78 | META PLATFORMS INC | META | 714 | $524,347 | 0.03% |
| 79 | ALPHABET INC | GOOG | 2,115 | $515,108 | 0.03% |
| 80 | ASML HOLDING N V | ASMLF | 465 | $450,162 | 0.03% |
| 81 | MCDONALDS CORP | MCD | 1,455 | $442,160 | 0.03% |
| 82 | SONY GROUP CORP | SNEJF | 15,330 | $441,351 | 0.03% |
| 83 | DIAMONDBACK ENERGY INC | FANG | 3,050 | $436,455 | 0.03% |
| 84 | ABBVIE INC | ABBV | 1,842 | $426,497 | 0.03% |
| 85 | WEX INC | WEX | 2,450 | $385,948 | 0.02% |
| 86 | CHEVRON CORP NEW | CVX | 2,453 | $380,926 | 0.02% |
| 87 | MORGAN STANLEY | MS-PQ | 2,224 | $353,527 | 0.02% |
| 88 | SAP SE | SAPGF | 1,320 | $352,717 | 0.02% |
| 89 | ELI LILLY & CO | LLY | 420 | $320,460 | 0.02% |
| 90 | EOG RES INC | EOG | 2,700 | $302,724 | 0.02% |
| 91 | CANADIAN PACIFIC KANSAS CITY | CP | 4,035 | $300,567 | 0.02% |
| 92 | 3M CO | MMM | 1,833 | $284,445 | 0.02% |
| 93 | NOVO-NORDISK A S | NONOF | 4,870 | $270,236 | 0.02% |
| 94 | WILLIAMS COS INC | 969457100 | 4,140 | $262,269 | 0.02% |
| 95 | NETFLIX INC | NFLX | 212 | $254,171 | 0.02% |
| 96 | IMPERIAL OIL LTD | IMO | 2,695 | $244,544 | 0.02% |
| 97 | CONOCOPHILLIPS | COP | 2,250 | $212,827 | 0.01% |
| 98 | COSTCO WHSL CORP NEW | 22160K105 | 225 | $208,267 | 0.01% |
| 99 | CITIGROUP INC | C-PR | 2,034 | $206,451 | 0.01% |
| 100 | ZOETIS INC | ZTS | 1,007 | $147,344 | 0.01% |
| 101 | STAR GROUP L P | SGU | 10,000 | $118,300 | 0.01% |
| 102 | WELLS FARGO CO NEW | 949746101 | 400 | $33,528 | 0.00% |