Wilkinson Global Asset Management LLC Top Holdings and 13F Report (2025) About Wilkinson Global Asset Management LLCInvestment ActivityWilkinson Global Asset Management LLC has $1.60 billion in total holdings as of March 31, 2025.Wilkinson Global Asset Management LLC owns shares of 75 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 1.88% of the portfolio was purchased this quarter.About 1.25% of the portfolio was sold this quarter.This quarter, Wilkinson Global Asset Management LLC has purchased 79 new stocks and bought additional shares in 19 stocks.Wilkinson Global Asset Management LLC sold shares of 38 stocks and completely divested from 6 stocks this quarter.Largest Holdings TJX Companies $120,590,648JPMorgan Chase & Co. $110,024,164Microsoft $101,924,392Apple $97,227,855Amgen $86,064,753 Largest New Holdings this Quarter 22160K105 - Costco Wholesale $782,160 Holding808513105 - Charles Schwab $201,962 Holding Largest Purchases this Quarter Sherwin-Williams 67,749 shares (about $23.66M)Kinsale Capital Group 3,770 shares (about $1.83M)Old Dominion Freight Line 6,133 shares (about $1.01M)Costco Wholesale 827 shares (about $782.16K)Parker-Hannifin 1,258 shares (about $764.68K) Largest Sales this Quarter TJX Companies 16,090 shares (about $1.96M)HDFC Bank 26,561 shares (about $1.76M)Apple 7,749 shares (about $1.72M)JPMorgan Chase & Co. 6,879 shares (about $1.69M)Microsoft 3,995 shares (about $1.50M) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilkinson Global Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorTJXTJX Companies$120,590,648$1,959,762 ▼-1.6%990,0717.5%Retail/WholesaleJPMJPMorgan Chase & Co.$110,024,164$1,687,419 ▼-1.5%448,5296.9%FinanceMSFTMicrosoft$101,924,392$1,499,683 ▼-1.5%271,5166.4%Computer and TechnologyAAPLApple$97,227,855$1,721,285 ▼-1.7%437,7076.1%Computer and TechnologyAMGNAmgen$86,064,753$890,410 ▼-1.0%276,2475.4%MedicalSHWSherwin-Williams$76,938,080$23,657,273 ▲44.4%220,3334.8%Basic MaterialsUNPUnion Pacific$73,672,153$1,107,257 ▼-1.5%311,8534.6%TransportationACNAccenture$69,288,794$854,678 ▼-1.2%222,0514.3%Computer and TechnologyTXNTexas Instruments$68,027,771$1,029,681 ▼-1.5%378,5634.3%Computer and TechnologyNVDANVIDIA$64,042,609$147,397 ▼-0.2%590,9084.0%Computer and TechnologyDEDeere & Company$62,543,234$794,140 ▼-1.3%133,2553.9%IndustrialsVVisa$57,506,631$243,570 ▲0.4%164,0893.6%Business ServicesLINDE PLC$56,127,780$218,851 ▲0.4%120,5393.5%SHSTMToyota Motor$51,981,376$1,068,183 ▼-2.0%294,4623.3%Auto/Tires/TrucksAMZNAmazon.com$48,865,047$223,936 ▼-0.5%256,8333.1%Retail/WholesaleDISWalt Disney$48,664,923$721,694 ▼-1.5%493,0593.0%Consumer DiscretionaryPGRProgressive$44,867,273$271,690 ▲0.6%158,5362.8%FinanceWSOWatsco$44,307,494$20,332 ▲0.0%87,1682.8%ConstructionADIAnalog Devices$40,177,302$41,947 ▼-0.1%199,2232.5%Computer and TechnologyINTUIntuit$39,439,648$163,321 ▼-0.4%64,2352.5%Computer and TechnologyTMOThermo Fisher Scientific$31,838,936$127,386 ▲0.4%63,9852.0%MedicalCMGChipotle Mexican Grill$29,248,681$197,074 ▲0.7%582,5271.8%Retail/WholesalePHParker-Hannifin$25,214,226$764,675 ▲3.1%41,4811.6%IndustrialsPOOLPool$23,298,763$9,550 ▼0.0%73,1861.5%Consumer DiscretionaryKNSLKinsale Capital Group$21,498,955$1,834,897 ▲9.3%44,1721.3%FinanceZTSZoetis$19,282,655$112,127 ▲0.6%117,1131.2%MedicalODFLOld Dominion Freight Line$17,838,654$1,014,705 ▲6.0%107,8191.1%TransportationYETIYETI$14,304,231$74,012 ▲0.5%432,1520.9%Consumer DiscretionaryBLDRBuilders FirstSource$9,213,825$207,151 ▲2.3%73,7460.6%Retail/WholesaleABBVAbbVie$3,852,654$46,094 ▼-1.2%18,3880.2%MedicalRACEFerrari$3,583,495$38,509 ▲1.1%8,3750.2%Auto/Tires/TrucksBRK.BBerkshire Hathaway$3,467,096$165,100 ▼-4.5%6,5100.2%FinanceXOMExxon Mobil$2,729,800$53,875 ▼-1.9%22,9530.2%EnergyMCDMcDonald's$2,722,305$24,990 ▼-0.9%8,7150.2%Retail/WholesaleMRKMerck & Co., Inc.$2,476,030$47,573 ▼-1.9%27,5850.2%MedicalJNJJohnson & Johnson$2,454,598$139,306 ▼-5.4%14,8010.2%MedicalWFCWells Fargo & Company$2,182,4160.0%30,4000.1%FinanceLOWLowe's Companies$1,844,849$27,988 ▼-1.5%7,9100.1%Retail/WholesaleTSCOTractor Supply$1,584,951$83,476 ▲5.6%28,7650.1%Retail/WholesaleIDXXIDEXX Laboratories$1,324,942$52,494 ▲4.1%3,1550.1%MedicalAITApplied Industrial Technologies$1,169,515$78,869 ▲7.2%5,1900.1%IndustrialsEPDEnterprise Products Partners$992,620$145,948 ▼-12.8%29,0750.1%EnergyCVXChevron$959,910$143,033 ▼-13.0%5,7380.1%EnergyGLDSPDR Gold Shares$864,420$43,221 ▼-4.8%3,0000.1%FinancePNWPinnacle West Capital$857,2500.0%9,0000.1%UtilitiesCOSTCostco Wholesale$782,160$782,160 ▲New Holding8270.0%Retail/WholesaleGOOGLAlphabet$744,901$58,763 ▼-7.3%4,8170.0%Computer and TechnologyUHTUniversal Health Realty Income Trust$696,3200.0%17,0000.0%FinanceROSTRoss Stores$672,8140.0%5,2650.0%Retail/WholesaleIDNIntellicheck$654,831$32,463 ▲5.2%216,1160.0%IndustrialsMPLXMplx$612,5360.0%11,4450.0%EnergyCYBRCyberArk Software$577,9800.0%1,7100.0%Computer and TechnologyAMGAffiliated Managers Group$537,696$33,606 ▼-5.9%3,2000.0%FinanceFANGDiamondback Energy$487,6340.0%3,0500.0%EnergyMELIMercadoLibre$431,1420.0%2210.0%Retail/WholesaleAZNAstraZeneca$394,695$27,195 ▼-6.4%5,3700.0%MedicalWEXWEX$384,6990.0%2,4500.0%Business ServicesMETAMeta Platforms$376,939$323,338 ▼-46.2%6540.0%Computer and TechnologyEOGEOG Resources$366,766$20,518 ▼-5.3%2,8600.0%EnergyLLYEli Lilly and Company$346,882$17,344 ▼-4.8%4200.0%MedicalSONYSony Group$346,5730.0%13,6500.0%Consumer StaplesGOOGAlphabet$330,426$171,853 ▼-34.2%2,1150.0%Computer and TechnologyWMBWilliams Companies$319,7160.0%5,3500.0%EnergyASMLASML$304,8100.0%4600.0%Computer and TechnologyWYWeyerhaeuser$304,5120.0%10,4000.0%ConstructionCPCanadian Pacific Kansas City$283,2970.0%4,0350.0%TransportationHDBHDFC Bank$272,005$1,764,711 ▼-86.6%4,0940.0%FinanceMMM3M$269,1940.0%1,8330.0%Multi-Sector ConglomeratesCOPConocoPhillips$262,550$18,799 ▼-6.7%2,5000.0%EnergyMSMorgan Stanley$253,641$70,002 ▼-21.6%2,1740.0%FinanceCMICummins$252,319$17,239 ▼-6.4%8050.0%Auto/Tires/TrucksAMATApplied Materials$246,124$12,335 ▼-4.8%1,6960.0%Computer and TechnologyFIFiserv$235,1840.0%1,0650.0%Business ServicesNVONovo Nordisk A/S$234,707$27,776 ▲13.4%3,3800.0%MedicalSCHWCharles Schwab$201,962$201,962 ▲New Holding2,5800.0%FinanceKOCoca-Cola$0$1,288,782 ▼-100.0%00.0%Consumer StaplesBKNGBooking$0$392,505 ▼-100.0%00.0%Retail/WholesaleNFLXNetflix$0$302,157 ▼-100.0%00.0%Consumer DiscretionaryORCLOracle$0$286,621 ▼-100.0%00.0%Computer and TechnologySTZConstellation Brands$0$278,460 ▼-100.0%00.0%Consumer StaplesPANWPalo Alto Networks$0$203,795 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. 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