13F HOLDINGS REPORT
Wilkinson Global Asset Management LLC
Quarter ended Q4 2025 · Filed February 11, 2026 · Accession 0001172661-26-000627
Total Value
$1.46B
Positions
97
Other Managers
0
Confidential Omitted
No
Holdings (97)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | TJX COS INC NEW | 872540109 | 722,611 | $111.0M | 7.58% |
| 2 | JPMORGAN CHASE & CO. | VYLD | 325,082 | $104.7M | 7.15% |
| 3 | MICROSOFT CORP | MSFT | 211,918 | $102.5M | 7.00% |
| 4 | APPLE INC | AAPL | 317,424 | $86.3M | 5.89% |
| 5 | NVIDIA CORPORATION | NVDA | 435,119 | $81.1M | 5.54% |
| 6 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 251,927 | $76.6M | 5.23% |
| 7 | SHERWIN WILLIAMS CO | SHW | 191,307 | $62.0M | 4.23% |
| 8 | AMGEN INC | AMGN | 185,228 | $60.6M | 4.14% |
| 9 | UNION PAC CORP | UNP | 242,328 | $56.1M | 3.83% |
| 10 | TEXAS INSTRS INC | 882508104 | 316,607 | $54.9M | 3.75% |
| 11 | VISA INC | V | 145,731 | $51.1M | 3.49% |
| 12 | AMAZON COM INC | AMZN | 217,129 | $50.1M | 3.42% |
| 13 | DEERE & CO | DE | 104,515 | $48.7M | 3.32% |
| 14 | LINDE PLC | LIN | 111,957 | $47.7M | 3.26% |
| 15 | ACCENTURE PLC IRELAND | ACN | 171,988 | $46.1M | 3.15% |
| 16 | ANALOG DEVICES INC | ADI | 159,357 | $43.2M | 2.95% |
| 17 | DISNEY WALT CO | 254687106 | 370,229 | $42.1M | 2.88% |
| 18 | PARKER-HANNIFIN CORP | PH | 42,600 | $37.4M | 2.56% |
| 19 | INTUIT | INTU | 56,385 | $37.4M | 2.55% |
| 20 | PROGRESSIVE CORP | 743315103 | 127,236 | $29.0M | 1.98% |
| 21 | WATSCO INC | WSO-B | 68,290 | $23.0M | 1.57% |
| 22 | SPOTIFY TECHNOLOGY S A | SPOT | 29,499 | $17.1M | 1.17% |
| 23 | UBER TECHNOLOGIES INC | UBER | 199,370 | $16.3M | 1.11% |
| 24 | BROADCOM INC | AVGO | 32,517 | $11.3M | 0.77% |
| 25 | MASTERCARD INCORPORATED | MA | 16,588 | $9.5M | 0.65% |
| 26 | JPMORGAN CHASE & CO. | VYLD | 28,975 | $9.3M | 0.64% |
| 27 | TJX COS INC NEW | 872540109 | 57,765 | $8.9M | 0.61% |
| 28 | MICROSOFT CORP | MSFT | 16,885 | $8.2M | 0.56% |
| 29 | COINBASE GLOBAL INC | COIN | 32,470 | $7.3M | 0.50% |
| 30 | APPLE INC | AAPL | 26,900 | $7.3M | 0.50% |
| 31 | AMAZON COM INC | AMZN | 30,185 | $7.0M | 0.48% |
| 32 | ANALOG DEVICES INC | ADI | 25,400 | $6.9M | 0.47% |
| 33 | NVIDIA CORPORATION | NVDA | 32,570 | $6.1M | 0.41% |
| 34 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 17,445 | $5.3M | 0.36% |
| 35 | AMGEN INC | AMGN | 15,275 | $5.0M | 0.34% |
| 36 | PROGRESSIVE CORP | 743315103 | 21,345 | $4.9M | 0.33% |
| 37 | PARKER-HANNIFIN CORP | PH | 4,975 | $4.4M | 0.30% |
| 38 | UNION PAC CORP | UNP | 17,100 | $4.0M | 0.27% |
| 39 | VISA INC | V | 10,945 | $3.8M | 0.26% |
| 40 | TEXAS INSTRS INC | 882508104 | 21,780 | $3.8M | 0.26% |
| 41 | SHERWIN WILLIAMS CO | SHW | 11,555 | $3.7M | 0.26% |
| 42 | ABBVIE INC | ABBV | 15,700 | $3.6M | 0.25% |
| 43 | WATSCO INC | WSO-B | 10,635 | $3.6M | 0.24% |
| 44 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,297 | $3.2M | 0.22% |
| 45 | DISNEY WALT CO | 254687106 | 27,710 | $3.2M | 0.22% |
| 46 | DEERE & CO | DE | 6,175 | $2.9M | 0.20% |
| 47 | INTUIT | INTU | 4,270 | $2.8M | 0.19% |
| 48 | WELLS FARGO CO NEW | 949746101 | 30,000 | $2.8M | 0.19% |
| 49 | LINDE PLC | LIN | 5,690 | $2.4M | 0.17% |
| 50 | MCDONALDS CORP | MCD | 7,200 | $2.2M | 0.15% |
| 51 | FERRARI N V | RACE | 5,900 | $2.2M | 0.15% |
| 52 | ACCENTURE PLC IRELAND | ACN | 7,350 | $2.0M | 0.13% |
| 53 | LOWES COS INC | 548661107 | 7,800 | $1.9M | 0.13% |
| 54 | JOHNSON & JOHNSON | JNJ | 8,800 | $1.8M | 0.12% |
| 55 | SPOTIFY TECHNOLOGY S A | SPOT | 3,035 | $1.8M | 0.12% |
| 56 | BROADCOM INC | AVGO | 4,880 | $1.7M | 0.12% |
| 57 | INTELLICHECK INC | IDN | 237,768 | $1.6M | 0.11% |
| 58 | EXXON MOBIL CORP | XOM | 12,789 | $1.5M | 0.11% |
| 59 | MASTERCARD INCORPORATED | MA | 2,695 | $1.5M | 0.11% |
| 60 | UBER TECHNOLOGIES INC | UBER | 18,395 | $1.5M | 0.10% |
| 61 | COINBASE GLOBAL INC | COIN | 6,120 | $1.4M | 0.09% |
| 62 | SPDR GOLD TR | GLD | 2,820 | $1.1M | 0.08% |
| 63 | EXXON MOBIL CORP | XOM | 9,200 | $1.1M | 0.08% |
| 64 | JOHNSON & JOHNSON | JNJ | 5,100 | $1.1M | 0.07% |
| 65 | MERCK & CO INC | MRK | 8,205 | $863,658 | 0.06% |
| 66 | PINNACLE WEST CAP CORP | PNW | 9,000 | $798,300 | 0.05% |
| 67 | FERRARI N V | RACE | 2,140 | $790,858 | 0.05% |
| 68 | ROSS STORES INC | ROST | 4,174 | $751,904 | 0.05% |
| 69 | ALPHABET INC | GOOG | 2,187 | $684,531 | 0.05% |
| 70 | UNIVERSAL HEALTH RLTY INCOME | 91359E105 | 17,000 | $666,570 | 0.05% |
| 71 | ALPHABET INC | GOOG | 2,095 | $657,411 | 0.04% |
| 72 | DIAMONDBACK ENERGY INC | FANG | 4,050 | $608,836 | 0.04% |
| 73 | CHEVRON CORP NEW | CVX | 3,453 | $526,272 | 0.04% |
| 74 | ASML HOLDING N V | ASMLF | 465 | $497,485 | 0.03% |
| 75 | ABBVIE INC | ABBV | 2,112 | $482,571 | 0.03% |
| 76 | META PLATFORMS INC | META | 694 | $458,102 | 0.03% |
| 77 | MERCADOLIBRE INC | MELI | 226 | $455,223 | 0.03% |
| 78 | ELI LILLY & CO | LLY | 420 | $451,366 | 0.03% |
| 79 | EOG RES INC | EOG | 4,200 | $441,042 | 0.03% |
| 80 | MCDONALDS CORP | MCD | 1,420 | $433,995 | 0.03% |
| 81 | BANCO SANTANDER S.A. | BCDRF | 34,800 | $408,204 | 0.03% |
| 82 | SONY GROUP CORP | SNEJF | 15,730 | $402,688 | 0.03% |
| 83 | MORGAN STANLEY | MS-PQ | 2,219 | $393,939 | 0.03% |
| 84 | WEX INC | WEX | 2,450 | $365,001 | 0.02% |
| 85 | CITIGROUP INC | C-PR | 2,594 | $302,694 | 0.02% |
| 86 | CANADIAN PACIFIC KANSAS CITY | CP | 4,035 | $297,097 | 0.02% |
| 87 | 3M CO | MMM | 1,833 | $293,463 | 0.02% |
| 88 | WILLIAMS COS INC | 969457100 | 4,140 | $248,855 | 0.02% |
| 89 | IMPERIAL OIL LTD | IMO | 2,695 | $232,605 | 0.02% |
| 90 | ISHARES TR | 464287663 | 2,190 | $224,563 | 0.02% |
| 91 | CONOCOPHILLIPS | COP | 2,250 | $210,622 | 0.01% |
| 92 | NETFLIX INC | NFLX | 2,145 | $201,115 | 0.01% |
| 93 | VANGUARD TAX-MANAGED FDS | 921943858 | 2,660 | $166,170 | 0.01% |
| 94 | STAR GROUP L P | SGU | 10,000 | $118,400 | 0.01% |
| 95 | WELLS FARGO CO NEW | 949746101 | 1,150 | $107,180 | 0.01% |
| 96 | VANGUARD TAX-MANAGED FDS | 921943858 | 1,223 | $76,401 | 0.01% |
| 97 | SPDR GOLD TR | GLD | 128 | $50,728 | 0.00% |