Wilkinson Global Asset Management LLC Top Holdings and 13F Report (2025) About Wilkinson Global Asset Management LLCInvestment ActivityWilkinson Global Asset Management LLC has $1.59 billion in total holdings as of June 30, 2025.Wilkinson Global Asset Management LLC owns shares of 70 different stocks, but just 18 companies or ETFs make up 80% of its holdings.Approximately 7.97% of the portfolio was purchased this quarter.About 15.27% of the portfolio was sold this quarter.This quarter, Wilkinson Global Asset Management LLC has purchased 75 new stocks and bought additional shares in 5 stocks.Wilkinson Global Asset Management LLC sold shares of 42 stocks and completely divested from 13 stocks this quarter.Largest Holdings Microsoft $126,613,726JPMorgan Chase & Co. $114,004,788TJX Companies $110,595,792NVIDIA $88,072,000Apple $77,596,730 Largest New Holdings this Quarter 874039100 - Taiwan Semiconductor Manufacturing $65,692,971 HoldingL8681T102 - Spotify Technology $33,129,137 Holding57636Q104 - Mastercard $11,523,141 Holding19260Q107 - Coinbase Global $9,170,921 Holding78467Y107 - SPDR S&P MidCap 400 ETF Trust $532,738 Holding Largest Purchases this Quarter Taiwan Semiconductor Manufacturing 290,048 shares (about $65.69M)Spotify Technology 43,174 shares (about $33.13M)Mastercard 20,506 shares (about $11.52M)Coinbase Global 26,166 shares (about $9.17M)Kinsale Capital Group 12,517 shares (about $6.06M) Largest Sales this Quarter Toyota Motor 286,427 shares (about $49.34M)Thermo Fisher Scientific 59,705 shares (about $24.21M)JPMorgan Chase & Co. 55,287 shares (about $16.03M)Apple 59,500 shares (about $12.21M)TJX Companies 94,486 shares (about $11.67M) 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 PortfolioSectorMSFTMicrosoft$126,613,726$8,441,048 ▼-6.3%254,5468.0%Computer and TechnologyJPMJPMorgan Chase & Co.$114,004,788$16,028,254 ▼-12.3%393,2427.2%FinanceTJXTJX Companies$110,595,792$11,668,076 ▼-9.5%895,5857.0%Retail/WholesaleNVDANVIDIA$88,072,000$5,285,555 ▼-5.7%557,4535.5%Computer and TechnologyAAPLApple$77,596,730$12,207,615 ▼-13.6%378,2074.9%Computer and TechnologySHWSherwin-Williams$74,656,078$997,461 ▼-1.3%217,4284.7%Basic MaterialsTXNTexas Instruments$71,876,799$6,720,452 ▼-8.6%346,1944.5%Computer and TechnologyAMGNAmgen$70,817,429$6,313,497 ▼-8.2%253,6354.5%MedicalUNPUnion Pacific$66,208,281$5,542,857 ▼-7.7%287,7624.2%TransportationTSMTaiwan Semiconductor Manufacturing$65,692,971$65,692,971 ▲New Holding290,0484.1%Computer and TechnologyDEDeere & Company$63,110,728$4,648,107 ▼-6.9%124,1144.0%IndustrialsACNAccenture$61,358,231$5,010,592 ▼-7.5%205,2873.9%Computer and TechnologyDISWalt Disney$56,552,032$4,592,214 ▼-7.5%456,0283.6%Consumer DiscretionaryVVisa$56,195,183$2,064,616 ▼-3.5%158,2743.5%Business ServicesAMZNAmazon.com$54,166,952$2,179,640 ▼-3.9%246,8983.4%Retail/WholesaleLINDE PLC$52,214,573$4,339,915 ▼-7.7%111,2893.3%SHSINTUIntuit$48,600,709$1,992,704 ▼-3.9%61,7053.1%Computer and TechnologyADIAnalog Devices$44,755,377$2,663,682 ▼-5.6%188,0322.8%Computer and TechnologyPGRProgressive$40,075,968$2,230,950 ▼-5.3%150,1762.5%FinanceWSOWatsco$35,980,990$2,514,143 ▼-6.5%81,4752.3%ConstructionSPOTSpotify Technology$33,129,137$33,129,137 ▲New Holding43,1742.1%Computer and TechnologyCMGChipotle Mexican Grill$30,666,716$2,042,176 ▼-6.2%546,1571.9%Retail/WholesaleKNSLKinsale Capital Group$27,431,807$6,056,976 ▲28.3%56,6891.7%FinancePHParker-Hannifin$26,388,895$2,584,339 ▼-8.9%37,7811.7%IndustrialsZTSZoetis$16,436,662$1,827,110 ▼-10.0%105,3971.0%MedicalODFLOld Dominion Freight Line$16,108,274$1,390,749 ▼-7.9%99,2501.0%TransportationMAMastercard$11,523,141$11,523,141 ▲New Holding20,5060.7%Business ServicesCOINCoinbase Global$9,170,921$9,170,921 ▲New Holding26,1660.6%FinanceRACEFerrari$4,006,892$103,055 ▼-2.5%8,1650.3%Auto/Tires/TrucksABBVAbbVie$3,323,526$89,654 ▼-2.6%17,9050.2%MedicalBRK.BBerkshire Hathaway$3,130,788$31,575 ▼-1.0%6,4450.2%FinanceMCDMcDonald's$2,528,731$17,530 ▼-0.7%8,6550.2%Retail/WholesaleXOMExxon Mobil$2,440,915$33,418 ▼-1.4%22,6430.2%EnergyWFCWells Fargo & Company$2,435,6480.0%30,4000.2%FinanceJNJJohnson & Johnson$2,187,380$73,473 ▼-3.2%14,3200.1%MedicalMRKMerck & Co., Inc.$2,183,6290.0%27,5850.1%MedicalTMOThermo Fisher Scientific$1,735,369$24,207,992 ▼-93.3%4,2800.1%MedicalLOWLowe's Companies$1,730,586$24,406 ▼-1.4%7,8000.1%Retail/WholesaleTMToyota Motor$1,384,109$49,339,911 ▼-97.3%8,0350.1%Auto/Tires/TrucksIDNIntellicheck$1,219,676$54,811 ▲4.7%226,2850.1%IndustrialsGLDSPDR Gold Shares$888,579$25,911 ▼-2.8%2,9150.1%FinancePNWPinnacle West Capital$805,2300.0%9,0000.1%UtilitiesUHTUniversal Health Realty Income Trust$679,4900.0%17,0000.0%FinanceROSTRoss Stores$633,435$38,274 ▼-5.7%4,9650.0%Retail/WholesaleMELIMercadoLibre$577,6120.0%2210.0%Retail/WholesaleCYBRCyberArk Software$557,426$138,339 ▼-19.9%1,3700.0%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$532,738$532,738 ▲New Holding9400.0%ETFCVXChevron$507,609$314,016 ▼-38.2%3,5450.0%EnergyGOOGLAlphabet$494,678$354,223 ▼-41.7%2,8070.0%Computer and TechnologyMETAMeta Platforms$482,7110.0%6540.0%Computer and TechnologyFANGDiamondback Energy$419,0700.0%3,0500.0%EnergySONYSony$399,040$43,730 ▲12.3%15,3300.0%Consumer DiscretionaryGOOGAlphabet$375,1800.0%2,1150.0%Computer and TechnologyASMLASML$372,646$4,007 ▲1.1%4650.0%Computer and TechnologyWEXWEX$359,8800.0%2,4500.0%Business ServicesWMBWilliams Companies$336,0330.0%5,3500.0%EnergyEPDEnterprise Products Partners$329,946$571,669 ▼-63.4%10,6400.0%EnergyLLYEli Lilly and Company$327,4030.0%4200.0%MedicalEOGEOG Resources$322,947$19,138 ▼-5.6%2,7000.0%EnergyCPCanadian Pacific Kansas City$319,8540.0%4,0350.0%TransportationMSMorgan Stanley$313,273$7,043 ▲2.3%2,2240.0%FinanceMMM3M$279,0560.0%1,8330.0%Multi-Sector ConglomeratesNFLXNetflix$273,183$273,183 ▲New Holding2040.0%Consumer DiscretionarySCHWCharles Schwab$235,3990.0%2,5800.0%FinanceNVONovo Nordisk A/S$233,2880.0%3,3800.0%MedicalCOSTCostco Wholesale$227,686$590,994 ▼-72.2%2300.0%Retail/WholesaleIMOImperial Oil$214,199$214,199 ▲New Holding2,6950.0%EnergyAMGAffiliated Managers Group$209,560$420,104 ▼-66.7%1,0650.0%FinanceCOPConocoPhillips$201,915$22,435 ▼-10.0%2,2500.0%EnergySGUStar Group$117,000$117,000 ▲New Holding10,0000.0%Computer and TechnologyPOOLPool$0$23,298,763 ▼-100.0%00.0%Consumer DiscretionaryYETIYETI$0$14,304,231 ▼-100.0%00.0%Consumer DiscretionaryBLDRBuilders FirstSource$0$9,213,825 ▼-100.0%00.0%Retail/WholesaleTSCOTractor Supply$0$1,584,951 ▼-100.0%00.0%Retail/WholesaleIDXXIDEXX Laboratories$0$1,324,942 ▼-100.0%00.0%MedicalAITApplied Industrial Technologies$0$1,169,515 ▼-100.0%00.0%IndustrialsMPLXMPLX$0$612,536 ▼-100.0%00.0%EnergyAZNAstraZeneca$0$394,695 ▼-100.0%00.0%MedicalWYWeyerhaeuser$0$304,512 ▼-100.0%00.0%ConstructionHDBHDFC Bank$0$272,005 ▼-100.0%00.0%FinanceCMICummins$0$252,319 ▼-100.0%00.0%Auto/Tires/TrucksAMATApplied Materials$0$246,124 ▼-100.0%00.0%Computer and TechnologyFIFiserv$0$235,184 ▼-100.0%00.0%Business ServicesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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