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Wilkinson Global Asset Management LLC

Q3 2023 · 13F-HR

Wilkinson Global Asset Management LLCholdings as filed

Filed 2023-11-14 · accession 0001172661-23-003831

$1.30B
Reported value
90
Positions
2023-09-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
872540109TJXTJX COS INC NEW$105.7M8.10%1,189,016CommonSOLE
594918104MSFTMICROSOFT CORP$100.2M7.68%317,309CommonSOLE
037833100AAPLAPPLE INC$87.0M6.66%507,886CommonSOLE
46625H100JPMJPMORGAN CHASE & CO$77.6M5.95%535,287CommonSOLE
G1151C101ACNACCENTURE PLC IRELAND$76.0M5.82%247,503CommonSOLE
031162100AMGNAMGEN INC$73.7M5.65%274,167CommonSOLE
907818108UNPUNION PAC CORP$67.6M5.18%332,031CommonSOLE
892331307TMTOYOTA MOTOR CORP$64.4M4.93%358,160CommonSOLE
882508104TXNTEXAS INSTRS INC$52.5M4.03%330,321CommonSOLE
244199105DEDEERE & CO$51.7M3.96%136,962CommonSOLE
254687106DISDISNEY WALT CO$45.5M3.49%561,609CommonSOLE
824348106SHWSHERWIN WILLIAMS CO$43.4M3.32%170,022CommonSOLE
92826C839VVISA INC$40.5M3.10%176,132CommonSOLE
032654105ADIANALOG DEVICES INC$37.8M2.90%216,012CommonSOLE
461202103INTUINTUIT$36.2M2.77%70,760CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$35.3M2.70%69,674CommonSOLE
023135106AMZNAMAZON COM INC$33.4M2.56%263,052CommonSOLE
67066G104NVDANVIDIA CORPORATION$32.2M2.47%74,069CommonSOLE
40415F101HDBHDFC BANK LTD$30.4M2.33%514,952CommonSOLE
73278L105POOLPOOL CORP$29.2M2.24%82,064CommonSOLE
942622200WSOWATSCO INC$28.8M2.21%76,211CommonSOLE
743315103PGRPROGRESSIVE CORP$23.9M1.83%171,354CommonSOLE
98585X104YETIYETI HLDGS INC$22.4M1.71%463,743CommonSOLE
98978V103ZTSZOETIS INC$21.8M1.67%125,226CommonSOLE
G54950103LINLINDE PLC$15.6M1.19%41,803CommonSOLE
169656105CMGCHIPOTLE MEXICAN GRILL INC$15.3M1.17%8,370CommonSOLE
478160104JNJJOHNSON & JOHNSON$4.5M0.34%28,886CommonSOLE
58933Y105MRKMERCK & CO INC$3.2M0.25%31,373CommonSOLE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$3.0M0.23%8,423CommonSOLE
N3167Y103RACEFERRARI N V$2.9M0.22%9,885CommonSOLE
166764100CVXCHEVRON CORP NEW$2.9M0.22%17,132CommonSOLE
30231G102XOMEXXON MOBIL CORP$2.9M0.22%24,518CommonSOLE
00287Y109ABBVABBVIE INC$2.7M0.21%18,112CommonSOLE
580135101MCDMCDONALDS CORP$2.3M0.18%8,900CommonSOLE
548661107LOWLOWES COS INC$1.9M0.15%9,250CommonSOLE
09257W100BXMTBLACKSTONE MTG TR INC$1.9M0.15%88,000CommonNONE
701094104PHPARKER-HANNIFIN CORP$1.6M0.12%4,120CommonSOLE
G6095L109APTIV PLC$1.3M0.10%13,100CommonSOLE
949746101WMT2WELLS FARGO CO NEW$1.2M0.10%30,400CommonSOLE
49714P108KNSLKINSALE CAP GROUP INC$1.2M0.09%2,975CommonSOLE
191216100KOCOCA COLA CO$1.2M0.09%21,475CommonSOLE
45168D104IDXXIDEXX LABS INC$1.1M0.08%2,525CommonSOLE
293792107EPDENTERPRISE PRODS PARTNERS L$1.0M0.08%38,300CommonSOLE
892356106TSCOTRACTOR SUPPLY CO$928,9540.07%4,575CommonSOLE
02079K107GOOGALPHABET INC$842,6530.06%6,391CommonSOLE
26441C204DUKDUKE ENERGY CORP NEW$794,3400.06%9,000CommonNONE
02079K305GOOGLALPHABET INC$693,1650.05%5,297CommonSOLE
91359E105UHTUNIVERSAL HEALTH RLTY INCOME$687,3100.05%17,000CommonNONE
778296103ROSTROSS STORES INC$679,9590.05%6,020CommonSOLE
723484101PNWPINNACLE WEST CAP CORP$663,1200.05%9,000CommonNONE
65339F101NEENEXTERA ENERGY INC$607,2740.05%10,600CommonSOLE
21036P108STZCONSTELLATION BRANDS INC$580,5720.04%2,310CommonSOLE
911312106UPSUNITED PARCEL SERVICE INC$573,1340.04%3,677CommonSOLE
30303M102METAMETA PLATFORMS INC$553,8870.04%1,845CommonSOLE
78463V107GLDSPDR GOLD TR$548,6400.04%3,200CommonSOLE
008252108AMGAFFILIATED MANAGERS GROUP IN$534,7850.04%4,103CommonSOLE
25278X109FANGDIAMONDBACK ENERGY INC$511,1040.04%3,300CommonSOLE
046353108AZNNASTRAZENECA PLC$485,7560.04%7,173CommonSOLE
717081103PFEPFIZER INC$471,2460.04%14,207CommonSOLE
26875P101EOGEOG RES INC$467,7440.04%3,690CommonSOLE
96208T104WEXWEX INC$460,8200.04%2,450CommonSOLE
723787107PXDEURPIONEER NAT RES CO$460,2480.04%2,005CommonSOLE
09857L108BKNGBOOKING HOLDINGS INC$459,5090.04%149CommonSOLE
617446448MSMORGAN STANLEY$453,1870.03%5,549CommonSOLE
17275R102CSCOCISCO SYS INC$438,8970.03%8,164CommonSOLE
20825C104COPCONOCOPHILLIPS$425,1700.03%3,549CommonSOLE
55336V100MPLXMPLX LP$407,0990.03%11,445CommonSOLE
192422103CGNXCOGNEX CORP$398,5120.03%9,390CommonSOLE
68389X105ORCLORACLE CORP$362,3520.03%3,421CommonSOLE
45817G201IDNINTELLICHECK INC$326,3890.03%145,062CommonNONE
962166104WYWEYERHAEUSER CO MTN BE$318,8640.02%10,400CommonSOLE
742718109PGPROCTER AND GAMBLE CO$309,9520.02%2,125CommonSOLE
532457108LLYELI LILLY & CO$306,7010.02%571CommonSOLE
13646K108CPCANADIAN PACIFIC KANSAS CITY$300,2440.02%4,035CommonSOLE
03743Q108APAAPA CORPORATION$287,4940.02%6,995CommonSOLE
64110L106NFLXNETFLIX INC$282,4450.02%748CommonSOLE
M2682V108CYBRCYBERARK SOFTWARE LTD$280,0470.02%1,710CommonSOLE
75513E101RTXRTX CORPORATION$272,4060.02%3,785CommonSOLE
670100205NVONOVO-NORDISK A S$271,0010.02%2,980CommonSOLE
N07059210ASMLASML HOLDING N V$270,7840.02%460CommonSOLE
969457100WMBWILLIAMS COS INC$257,7280.02%7,650CommonSOLE
87612E106TGTTARGET CORP$254,8640.02%2,305CommonSOLE
038222105AMATAPPLIED MATLS INC$254,4710.02%1,838CommonSOLE
94106L109WMWASTE MGMT INC DEL$236,2820.02%1,550CommonSOLE
931142103WMTWALMART INC$236,0570.02%1,476CommonSOLE
835699307SONYSONY GROUP CORP$227,4520.02%2,760CommonSOLE
231021106CMICUMMINS INC$226,1750.02%990CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING IN$212,9130.02%885CommonSOLE
609207105MDLZMONDELEZ INTL INC$208,2000.02%3,000CommonSOLE
456788108INFYINFOSYS LTD$171,1000.01%10,000CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.