Wilkinson Global Asset Management LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 6, 2024), Wilkinson Global Asset Management LLC reported 80 stock positions worth $1.6 billion. Its top holding was Microsoft (MSFT) at 8.3% of the portfolio, followed by TJX Companies (TJX, 7.6%) and JPMorgan Chase (JPM, 6.4%). Compared with Q1 2024, it opened 1 new position, sold out of 7, added to 13 and reduced 36. The biggest buy was Texas Instruments (TXN, shares +6%) and the biggest sale Toyota Motor Corp. -Spon ADR (TM, shares −7%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001764000
Portfolio Value
$1.6B (Q2 2024)
SEC Filing
0001172661-24-003112 ↗ filed Aug 6, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.6B Q1 2024 Q2 2024: $1.6B $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 80 stocks · $1.6B
MSFT Microsoft Corp. 8.25% 295,166 $131.9M Reduce -1.8%
TJX TJX Companies Inc. filed as TJX COS INC NEW 7.64% 1,108,824 $122.1M Reduce -1.3%
JPM JPMorgan Chase & Co. 6.39% 505,269 $102.2M Reduce -1.1%
AAPL Apple Inc. 6.07% 460,879 $97.1M Reduce -1.1%
AMGN Amgen Inc. 5.73% 293,369 $91.7M Reduce -1.7%
NVDA Nvidia Corp. 5.24% 677,520 $83.7M Reduce -5.7%
UNP Union Pacific Corp. 4.46% 315,422 $71.4M Reduce -0.9%
ACN Accenture PLC Class A 4.42% 233,016 $70.7M Reduce -1.3%
TXN Texas Instruments Inc. 4.27% 351,031 $68.3M Add +6.2%
TM Toyota Motor Corp. -Spon ADR 4.04% 315,051 $64.6M Reduce -7.2%
LIN Linde PLC 3.41% 124,071 $54.4M Add +11.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.26% 524,524 $52.1M Reduce -0.7%
AMZN Amazon.com Inc. 3.18% 262,983 $50.8M Add +1.4%
DE Deere & Co. 3.06% 130,968 $48.9M Reduce -2.7%
SHW The Sherwin-Williams Co. 2.93% 157,159 $46.9M Reduce -4.0%
ADI Analog Devices Inc. 2.90% 203,398 $46.4M Reduce -3.3%
V Visa Inc. Class A 2.74% 166,963 $43.8M Reduce -3.4%
INTU Intuit Inc. 2.71% 65,849 $43.3M Reduce -4.3%
WSO Watsco Inc. 2.57% 88,575 $41.0M Reduce -3.6%
TMO Thermo Fisher Scientific Inc. 2.27% 65,658 $36.3M Reduce -4.1%
PGR Progressive Corp. 2.11% 162,257 $33.7M Reduce -2.7%
HDB HDFC Bank Ltd.-ADR 1.85% 459,214 $29.5M Reduce -5.9%
CMG Chipotle Mexican Grill Inc. 1.59% 406,250 $25.5M Reduce -2.5%
POOL Pool Corp. 1.45% 75,642 $23.2M Reduce -5.4%
ZTS Zoetis Inc. 1.29% 118,689 $20.6M Reduce -2.8%
ODFL Old Dominion Freight Line 1.15% 104,421 $18.4M Add +108.5%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 1.06% 445,961 $17.0M Reduce -1.9%
PH Parker Hannifin Corp. 0.78% 24,567 $12.4M Add +496.3%
MRK Merck & Co. Inc. 0.22% 28,155 $3.5M Reduce -6.7%
RACE Ferrari NV 0.21% 8,285 $3.4M Reduce -16.2%
ABBV Abbvie Inc. 0.20% 18,862 $3.2M No change
BRK.B Berkshire Hathaway Inc. Class B 0.20% 7,668 $3.1M Reduce -0.5%
XOM Exxon Mobil Corp. 0.18% 24,520 $2.8M Add +3.2%
CVX Chevron Corp. 0.17% 17,707 $2.8M Reduce -0.8%
JNJ Johnson & Johnson 0.15% 16,759 $2.4M Reduce -5.8%
MCD McDonald's Corp. 0.14% 8,795 $2.2M Reduce -1.0%
LOW Lowe's Cos Inc. 0.13% 9,250 $2.0M No change
WFC Wells Fargo & Co. 0.11% 30,400 $1.8M No change
KNSL Kinsale Capital Group Inc. 0.10% 3,985 $1.5M Add +34.0%
TSCO Tractor Supply Company 0.08% 4,945 $1.3M No change
KO The Coca-Cola Co. 0.08% 20,700 $1.3M No change
IDXX Idexx Laboratories Inc. 0.08% 2,525 $1.2M No change
EPD Enterprise Products Partners 0.07% 37,800 $1.1M No change
BLDR Builders Firstsource Inc. 0.06% 7,250 $1.0M Add +16.8%
GOOGL Alphabet Inc. Class A 0.06% 5,197 $947K Add +7.2%
ROST Ross Stores Inc. 0.05% 6,015 $874K No change
PNW Pinnacle West Capital 0.04% 9,000 $687K No change
GLD SPDR Gold Shares 0.04% 3,150 $677K No change
UHT Universal Health RLTY Income 0.04% 17,000 $665K No change
FANG Diamondback Energy Inc. 0.04% 3,300 $661K No change
META Meta Platforms Inc. Class A 0.04% 1,240 $625K Add +16.4%
IDN Intellicheck Inc. 0.04% 182,805 $625K Add +5.0%
GOOG Alphabet Inc. Class C 0.04% 3,245 $595K Reduce -15.6%
AMG Affiliated Managers Group 0.04% 3,600 $562K No change
MPLX MPLX LP 0.03% 11,445 $487K No change
NVO Novo-Nordisk A/S-Spons ADR 0.03% 3,380 $482K No change
AZN Astrazeneca PLC-Spons ADR 0.03% 6,113 $477K No change
ASML ASML Holding NV-NY Reg SHS 0.03% 460 $470K No change
CYBR Cyberark Software Ltd./Israel 0.03% 1,710 $468K No change
EOG EOG Resources Inc. 0.03% 3,690 $464K No change
AMAT Applied Materials Inc. 0.03% 1,868 $441K Add +4.2%
WEX Wex Inc. 0.03% 2,450 $434K No change
LLY Eli Lilly & Co. 0.03% 471 $426K Reduce -9.6%
COP Conocophillips 0.02% 3,345 $383K No change
BXMT Blackstone Mortgage Tru Class A 0.02% 21,000 $366K Reduce -50.0%
STZ Constellation Brands Inc. Class A 0.02% 1,405 $361K No change
MELI MercadoLibre Inc. 0.02% 198 $325K No change
CP Canadian Pacific Kansas City 0.02% 4,035 $318K No change
BKNG Booking Holdings Inc. 0.02% 79 $313K Reduce -15.1%
WMB Williams Cos Inc. 0.02% 7,000 $298K Reduce -8.5%
WY Weyerhaeuser Co. 0.02% 10,400 $295K No change
PANW Palo Alto Networks Inc. 0.02% 846 $287K No change
MS Morgan Stanley 0.02% 2,774 $270K Reduce -38.3%
ORCL Oracle Corp. 0.02% 1,720 $243K No change
CMI Cummins Inc. 0.01% 860 $238K No change
SONY Sony Group Corp. - SP ADR 0.01% 2,730 $232K No change
NFLX Netflix Inc. 0.01% 339 $229K Reduce -22.9%
PEP Pepsico Inc. 0.01% 1,300 $214K New
APA Apa Corp. 0.01% 6,995 $206K No change
MDLZ Mondelez International Inc. Class A 0.01% 3,100 $203K Add +3.3%

Portfolio Sells Q1 2024 → Q2 2024
TM Toyota Motor Corp. -Spon ADR Reduce -7.2% 4.04% −1.33
DIS The Walt Disney Co. Reduce -0.7% 3.26% −0.80
ACN Accenture PLC Class A Reduce -1.3% 4.42% −0.72
SHW The Sherwin-Williams Co. Reduce -4.0% 2.93% −0.64
POOL Pool Corp. Reduce -5.4% 1.45% −0.57
UNP Union Pacific Corp. Reduce -0.9% 4.46% −0.46
DE Deere & Co. Reduce -2.7% 3.06% −0.42
V Visa Inc. Class A Reduce -3.4% 2.74% −0.29
TMO Thermo Fisher Scientific Inc. Reduce -4.1% 2.27% −0.23
INTU Intuit Inc. Reduce -4.3% 2.71% −0.11
PGR Progressive Corp. Reduce -2.7% 2.11% −0.06
RACE Ferrari NV Reduce -16.2% 0.21% −0.06
JPM JPMorgan Chase & Co. Reduce -1.1% 6.39% −0.04
YETI Yeti Holdings Inc. Reduce -1.9% 1.06% −0.04
MRK Merck & Co. Inc. Reduce -6.7% 0.22% −0.03
PXD Pioneer Natural Resources Co. Sold out 0.00% −0.03
BXMT Blackstone Mortgage Tru Class A Reduce -50.0% 0.02% −0.03
JNJ Johnson & Johnson Reduce -5.8% 0.15% −0.02
UPS United Parcel Service Class B Sold out 0.00% −0.02
PG The Procter & Gamble Co. Sold out 0.00% −0.02
MCD McDonald's Corp. Reduce -1.0% 0.14% −0.02
WMT Walmart Inc. Sold out 0.00% −0.02
ABT Abbott Laboratories Sold out 0.00% −0.01
ADP Automatic Data Processing Sold out 0.00% −0.01
CSCO Cisco Systems Inc. Sold out 0.00% −0.01
ZTS Zoetis Inc. Reduce -2.8% 1.29% −0.01
MS Morgan Stanley Reduce -38.3% 0.02% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.5% 0.20% −0.01
CVX Chevron Corp. Reduce -0.8% 0.17% −0.00
NFLX Netflix Inc. Reduce -22.9% 0.01% −0.00
BKNG Booking Holdings Inc. Reduce -15.1% 0.02% −0.00
WMB Williams Cos Inc. Reduce -8.5% 0.02% −0.00
GOOG Alphabet Inc. Class C Reduce -15.6% 0.04% +0.00
LLY Eli Lilly & Co. Reduce -9.6% 0.03% +0.00
CMG Chipotle Mexican Grill Inc. Reduce -2.5% 1.59% +0.07
WSO Watsco Inc. Reduce -3.6% 2.57% +0.07
HDB HDFC Bank Ltd.-ADR Reduce -5.9% 1.85% +0.13
ADI Analog Devices Inc. Reduce -3.3% 2.90% +0.29
MSFT Microsoft Corp. Reduce -1.8% 8.25% +0.30
AMGN Amgen Inc. Reduce -1.7% 5.73% +0.40
TJX TJX Companies Inc. Reduce -1.3% 7.64% +0.47
AAPL Apple Inc. Reduce -1.1% 6.07% +1.05
NVDA Nvidia Corp. Reduce -5.7% 5.24% +1.15

Portfolio Buys Q1 2024 → Q2 2024
TXN Texas Instruments Inc. Add +6.2% 4.27% +0.65
PH Parker Hannifin Corp. Add +496.3% 0.78% +0.63
ODFL Old Dominion Freight Line Add +108.5% 1.15% +0.46
AMZN Amazon.com Inc. Add +1.4% 3.18% +0.24
LIN Linde PLC Add +11.5% 3.41% +0.16
PEP Pepsico Inc. New 0.01% +0.01
GOOGL Alphabet Inc. Class A Add +7.2% 0.06% +0.01
META Meta Platforms Inc. Class A Add +16.4% 0.04% +0.01
AMAT Applied Materials Inc. Add +4.2% 0.03% +0.00
XOM Exxon Mobil Corp. Add +3.2% 0.18% +0.00
IDN Intellicheck Inc. Add +5.0% 0.04% +0.00
MDLZ Mondelez International Inc. Class A Add +3.3% 0.01% −0.00
KNSL Kinsale Capital Group Inc. Add +34.0% 0.10% −0.00
BLDR Builders Firstsource Inc. Add +16.8% 0.06% −0.02

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