Wilkinson Global Asset Management LLC

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 10, 2024), Wilkinson Global Asset Management LLC reported 86 stock positions worth $1.6 billion. Its top holding was Microsoft (MSFT) at 7.9% of the portfolio, followed by TJX Companies (TJX, 7.2%) and JPMorgan Chase (JPM, 6.4%). Compared with Q4 2023, it opened 4 new positions, sold out of 7, added to 13 and reduced 41. The biggest buy was Linde (LIN, shares +165%) and the biggest sale Apple (AAPL, shares −8%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001764000
Portfolio Value
$1.6B (Q1 2024)
SEC Filing
0001172661-24-002146 ↗ filed May 10, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.6B $1.6B Q1 2024 Q2 2024: $1.6B Q2 2024 Q3 2024: $1.7B Q3 2024 Q4 2024: $1.6B Q4 2024 Q1 2025: $1.6B Q1 2025 Q2 2025: $1.6B Q2 2025 Q3 2025: $1.6B Q3 2025 Q4 2025: $1.5B Q4 2025 Q1 2026: $1.3B Q1 2026 Q2 2026: $1.3B Q2 2026

Holdings 86 stocks · $1.6B
MSFT Microsoft Corp. 7.95% 300,468 $126.4M Reduce -4.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 7.17% 1,123,742 $114.0M Reduce -4.8%
JPM JPMorgan Chase & Co. 6.43% 510,883 $102.3M Reduce -4.4%
TM Toyota Motor Corp. -Spon ADR 5.37% 339,540 $85.5M Reduce -5.3%
AMGN Amgen Inc. 5.33% 298,416 $84.8M Add +8.9%
ACN Accenture PLC Class A 5.15% 236,155 $81.9M Reduce -4.2%
AAPL Apple Inc. 5.02% 465,810 $79.9M Reduce -8.0%
UNP Union Pacific Corp. 4.92% 318,190 $78.3M Reduce -3.9%
NVDA Nvidia Corp. 4.08% 71,865 $64.9M Reduce -0.8%
DIS The Walt Disney Co. filed as DISNEY WALT CO 4.06% 527,966 $64.6M Reduce -0.9%
TXN Texas Instruments Inc. 3.62% 330,402 $57.6M Reduce -4.3%
SHW The Sherwin-Williams Co. 3.57% 163,620 $56.8M Reduce -1.4%
DE Deere & Co. 3.48% 134,615 $55.3M Reduce -0.3%
LIN Linde PLC 3.25% 111,296 $51.7M Add +164.5%
V Visa Inc. Class A 3.03% 172,742 $48.2M Add +0.0%
AMZN Amazon.com Inc. 2.94% 259,323 $46.8M Add +1.0%
INTU Intuit Inc. 2.81% 68,814 $44.7M Reduce -0.6%
ADI Analog Devices Inc. 2.62% 210,365 $41.6M Reduce -0.5%
TMO Thermo Fisher Scientific Inc. 2.50% 68,469 $39.8M Add +0.3%
WSO Watsco Inc. 2.49% 91,850 $39.7M Add +22.9%
PGR Progressive Corp. 2.17% 166,729 $34.5M Reduce -0.7%
POOL Pool Corp. 2.03% 79,973 $32.3M Reduce -0.4%
HDB HDFC Bank Ltd.-ADR 1.72% 488,204 $27.3M Reduce -2.9%
CMG Chipotle Mexican Grill Inc. 1.52% 8,330 $24.2M Add +0.5%
ZTS Zoetis Inc. 1.30% 122,113 $20.7M Reduce -0.5%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 1.10% 454,471 $17.5M Add +0.0%
ODFL Old Dominion Freight Line 0.69% 50,090 $11.0M New
RACE Ferrari NV 0.27% 9,885 $4.3M No change
MRK Merck & Co. Inc. 0.25% 30,165 $4.0M Reduce -3.1%
ABBV Abbvie Inc. 0.22% 18,862 $3.4M Add +4.1%
BRK.B Berkshire Hathaway Inc. Class B 0.20% 7,708 $3.2M Reduce -7.5%
CVX Chevron Corp. 0.18% 17,857 $2.8M Add +4.2%
JNJ Johnson & Johnson 0.18% 17,798 $2.8M Reduce -10.4%
XOM Exxon Mobil Corp. 0.17% 23,758 $2.8M Reduce -2.8%
MCD McDonald's Corp. 0.16% 8,885 $2.5M Reduce -0.1%
LOW Lowe's Cos Inc. 0.15% 9,250 $2.4M No change
PH Parker Hannifin Corp. 0.14% 4,120 $2.3M No change
WFC Wells Fargo & Co. 0.11% 30,400 $1.8M No change
KNSL Kinsale Capital Group Inc. 0.10% 2,975 $1.6M No change
IDXX Idexx Laboratories Inc. 0.09% 2,525 $1.4M No change
TSCO Tractor Supply Company 0.08% 4,945 $1.3M Add +8.1%
BLDR Builders Firstsource Inc. 0.08% 6,205 $1.3M New
KO The Coca-Cola Co. 0.08% 20,700 $1.3M Reduce -6.3%
EPD Enterprise Products Partners 0.07% 37,800 $1.1M Reduce -1.3%
ROST Ross Stores Inc. 0.06% 6,015 $883K No change
BXMT Blackstone Mortgage Tru Class A 0.05% 42,000 $836K Reduce -52.3%
GOOGL Alphabet Inc. Class A 0.05% 4,847 $732K Reduce -6.7%
PNW Pinnacle West Capital 0.04% 9,000 $673K No change
FANG Diamondback Energy Inc. 0.04% 3,300 $654K No change
GLD SPDR Gold Shares 0.04% 3,150 $648K Reduce -1.6%
UHT Universal Health RLTY Income 0.04% 17,000 $624K No change
IDN Intellicheck Inc. 0.04% 174,184 $606K Add +10.0%
AMG Affiliated Managers Group 0.04% 3,600 $603K Reduce -12.3%
GOOG Alphabet Inc. Class C 0.04% 3,845 $585K Reduce -38.4%
WEX Wex Inc. 0.04% 2,450 $582K No change
META Meta Platforms Inc. Class A 0.03% 1,065 $517K Reduce -38.8%
PXD Pioneer Natural Resources Co. 0.03% 1,905 $500K No change
MPLX MPLX LP 0.03% 11,445 $476K No change
EOG EOG Resources Inc. 0.03% 3,690 $472K No change
CYBR Cyberark Software Ltd./Israel 0.03% 1,710 $454K No change
ASML ASML Holding NV-NY Reg SHS 0.03% 460 $446K No change
NVO Novo-Nordisk A/S-Spons ADR 0.03% 3,380 $434K Add +13.4%
COP Conocophillips 0.03% 3,345 $426K Reduce -2.7%
MS Morgan Stanley 0.03% 4,494 $423K Reduce -18.1%
AZN Astrazeneca PLC-Spons ADR 0.03% 6,113 $414K Reduce -14.8%
LLY Eli Lilly & Co. 0.03% 521 $405K No change
STZ Constellation Brands Inc. Class A 0.02% 1,405 $382K Reduce -39.0%
WY Weyerhaeuser Co. 0.02% 10,400 $373K No change
UPS United Parcel Service Class B 0.02% 2,507 $373K Reduce -39.0%
AMAT Applied Materials Inc. 0.02% 1,793 $370K No change
CP Canadian Pacific Kansas City 0.02% 4,035 $356K No change
BKNG Booking Holdings Inc. 0.02% 93 $337K Reduce -37.6%
PG The Procter & Gamble Co. 0.02% 2,050 $333K No change
MELI MercadoLibre Inc. 0.02% 198 $299K New
WMB Williams Cos Inc. 0.02% 7,650 $298K No change
NFLX Netflix Inc. 0.02% 440 $267K Reduce -40.8%
WMT Walmart Inc. 0.02% 4,278 $257K No change
CMI Cummins Inc. 0.02% 860 $253K Reduce -13.1%
APA Apa Corp. 0.02% 6,995 $240K No change
PANW Palo Alto Networks Inc. 0.02% 846 $240K No change
SONY Sony Group Corp. - SP ADR 0.01% 2,730 $234K New
ABT Abbott Laboratories 0.01% 1,926 $219K No change
ORCL Oracle Corp. 0.01% 1,720 $216K Reduce -17.7%
ADP Automatic Data Processing 0.01% 860 $215K No change
MDLZ Mondelez International Inc. Class A 0.01% 3,000 $210K No change
CSCO Cisco Systems Inc. 0.01% 4,194 $209K Reduce -12.5%

Portfolio Sells Q4 2023 → Q1 2024
AAPL Apple Inc. Reduce -8.0% 5.02% −1.70
ACN Accenture PLC Class A Reduce -4.2% 5.15% −0.82
UNP Union Pacific Corp. Reduce -3.9% 4.92% −0.69
HDB HDFC Bank Ltd.-ADR Reduce -2.9% 1.72% −0.61
TJX TJX Companies Inc. Reduce -4.8% 7.17% −0.48
TXN Texas Instruments Inc. Reduce -4.3% 3.62% −0.44
ZTS Zoetis Inc. Reduce -0.5% 1.30% −0.37
ADI Analog Devices Inc. Reduce -0.5% 2.62% −0.28
DE Deere & Co. Reduce -0.3% 3.48% −0.25
MSFT Microsoft Corp. Reduce -4.8% 7.95% −0.24
POOL Pool Corp. Reduce -0.4% 2.03% −0.18
INTU Intuit Inc. Reduce -0.6% 2.81% −0.17
APTV Aptiv Irish Holdings Ltd. Sold out 0.00% −0.08
BXMT Blackstone Mortgage Tru Class A Reduce -52.3% 0.05% −0.08
DUK Duke Energy Corp. Sold out 0.00% −0.06
JNJ Johnson & Johnson Reduce -10.4% 0.18% −0.04
CGNX Cognex Corp. Sold out 0.00% −0.03
MCD McDonald's Corp. Reduce -0.1% 0.16% −0.02
GOOG Alphabet Inc. Class C Reduce -38.4% 0.04% −0.02
UPS United Parcel Service Class B Reduce -39.0% 0.02% −0.02
WM Waste Management Inc. Sold out 0.00% −0.02
TGT Target Corp. Sold out 0.00% −0.02
BKNG Booking Holdings Inc. Reduce -37.6% 0.02% −0.02
NKE Nike Inc. Class B Sold out 0.00% −0.01
STZ Constellation Brands Inc. Class A Reduce -39.0% 0.02% −0.01
MMM 3M Co. Sold out 0.00% −0.01
KO The Coca-Cola Co. Reduce -6.3% 0.08% −0.01
META Meta Platforms Inc. Class A Reduce -38.8% 0.03% −0.01
MS Morgan Stanley Reduce -18.1% 0.03% −0.01
NFLX Netflix Inc. Reduce -40.8% 0.02% −0.01
AZN Astrazeneca PLC-Spons ADR Reduce -14.8% 0.03% −0.01
AMG Affiliated Managers Group Reduce -12.3% 0.04% −0.01
GOOGL Alphabet Inc. Class A Reduce -6.7% 0.05% −0.00
CSCO Cisco Systems Inc. Reduce -12.5% 0.01% −0.00
ORCL Oracle Corp. Reduce -17.7% 0.01% −0.00
GLD SPDR Gold Shares Reduce -1.6% 0.04% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -7.5% 0.20% −0.00
COP Conocophillips Reduce -2.7% 0.03% −0.00
CMI Cummins Inc. Reduce -13.1% 0.02% −0.00
EPD Enterprise Products Partners Reduce -1.3% 0.07% −0.00
SHW The Sherwin-Williams Co. Reduce -1.4% 3.57% +0.00
XOM Exxon Mobil Corp. Reduce -2.8% 0.17% +0.01
MRK Merck & Co. Inc. Reduce -3.1% 0.25% +0.02
JPM JPMorgan Chase & Co. Reduce -4.4% 6.43% +0.16
PGR Progressive Corp. Reduce -0.7% 2.17% +0.32
DIS The Walt Disney Co. Reduce -0.9% 4.06% +0.74
TM Toyota Motor Corp. -Spon ADR Reduce -5.3% 5.37% +0.84
NVDA Nvidia Corp. Reduce -0.8% 4.08% +1.61

Portfolio Buys Q4 2023 → Q1 2024
LIN Linde PLC Add +164.5% 3.25% +2.06
ODFL Old Dominion Freight Line New 0.69% +0.69
WSO Watsco Inc. Add +22.9% 2.49% +0.28
AMZN Amazon.com Inc. Add +1.0% 2.94% +0.25
CMG Chipotle Mexican Grill Inc. Add +0.5% 1.52% +0.21
BLDR Builders Firstsource Inc. New 0.08% +0.08
ABBV Abbvie Inc. Add +4.1% 0.22% +0.02
MELI MercadoLibre Inc. New 0.02% +0.02
IDN Intellicheck Inc. Add +10.0% 0.04% +0.02
SONY Sony Group Corp. - SP ADR New 0.01% +0.01
TSCO Tractor Supply Company Add +8.1% 0.08% +0.01
NVO Novo-Nordisk A/S-Spons ADR Add +13.4% 0.03% +0.01
TMO Thermo Fisher Scientific Inc. Add +0.3% 2.50% +0.00
CVX Chevron Corp. Add +4.2% 0.18% +0.00
V Visa Inc. Class A Add +0.0% 3.03% −0.07
AMGN Amgen Inc. Add +8.9% 5.33% −0.11
YETI Yeti Holdings Inc. Add +0.0% 1.10% −0.52

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 62$1.3BNVDA, TSM, JPM, TJX, AAPL
Q1 2026 60$1.3BTJX, JPM, TSM, AAPL, NVDA
Q4 2025 63$1.5BTJX, JPM, MSFT, AAPL, NVDA
Q3 2025 66$1.6BMSFT, TJX, JPM, AAPL, NVDA
Q2 2025 70$1.6BMSFT, JPM, TJX, NVDA, AAPL
Q1 2025 75$1.6BTJX, JPM, MSFT, AAPL, AMGN
Q4 2024 79$1.6BTJX, MSFT, AAPL, JPM, NVDA
Q3 2024 77$1.7BTJX, MSFT, AAPL, JPM, AMGN
Q2 2024 80$1.6BMSFT, TJX, JPM, AAPL, AMGN
Q1 2024 86$1.6BMSFT, TJX, JPM, TM, AMGN