Wilkinson Global Asset Management LLC 13F Holdings

CIK 0001764000

As of Sep 30, 2025, Wilkinson Global Asset Management LLC reported 66 positions worth .6B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
MICROSOFT CORPMSFTTechnology244,799 26.8M7.98%
TJX COMPANIES INCTJXConsumer Cyclical868,338 25.5M7.90%
JPMORGAN CHASE & COJPMFinancial Services380,935 20.2M7.56%
APPLE INCAAPLTechnology366,717$93.4M5.87%
NVIDIA CORPNVDATechnology475,523$88.7M5.58%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology287,850$80.4M5.06%
SHERWIN WILLIAMS COSHWBasic Materials214,409$74.2M4.67%
TEXAS INSTRUMENTS INCTXNTechnology369,461$67.9M4.27%
UNION PACIFIC CORPUNPIndustrials279,340$66.0M4.15%
AMGEN INCAMGNHealthcare218,364$61.6M3.88%
LINDE PLCLINBasic Materials116,934$55.5M3.49%
DEERE & CODEIndustrials120,708$55.2M3.47%
AMAZON.COM INCAMZNEquity248,746$54.6M3.44%
VISA INC-CLASS A SHARESVFinancial Services159,285$54.4M3.42%
WALT DISNEY CODISCommunication Services443,781$50.8M3.20%
ACCENTURE PLCACNTechnology196,567$48.5M3.05%
ANALOG DEVICES INCADITechnology187,706$46.1M2.90%
INTUIT INCINTUTechnology61,833$42.2M2.66%
PROGRESSIVE CORPPGRFinancial Services150,971$37.3M2.35%
PARKER-HANNIFIN CORPPHIndustrials48,434$36.7M2.31%
WATSCO INCWSOIndustrials81,683$33.0M2.08%
SPOTIFY TECHNOLOGY SASPOTCommunication Services43,992$30.7M1.93%
KINSALE CAPITAL GROUP INCKNSLFinancial Services56,753$24.1M1.52%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical547,187$21.4M1.35%
COINBASE GLOBAL INCCOINFinancial Services49,609 6.7M1.05%