Wilkinson Global Asset Management LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 31, 2024), Wilkinson Global Asset Management LLC reported 77 stock positions worth $1.7 billion. Its top holding was TJX Companies (TJX) at 7.2% of the portfolio, followed by Microsoft (MSFT, 7.2%) and Apple (AAPL, 6.3%). Compared with Q2 2024, it opened 1 new position, sold out of 4, added to 10 and reduced 39. The biggest buy was Builders Firstsource (BLDR, shares +865%) and the biggest sale Microsoft (MSFT, shares −6%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001764000
Portfolio Value
$1.7B (Q3 2024)
SEC Filing
0001172661-24-004437 ↗ filed Oct 31, 2024

Holdings Value

0$500.0M$1.0B$1.5B$2.0B Q1 2024: $1.6B Q1 2024 Q2 2024: $1.6B Q2 2024 Q3 2024: $1.7B $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 77 stocks · $1.7B
TJX TJX Companies Inc. filed as TJX COS INC NEW 7.22% 1,018,878 $119.8M Reduce -8.1%
MSFT Microsoft Corp. 7.20% 277,616 $119.5M Reduce -6.0%
AAPL Apple Inc. 6.31% 449,142 $104.7M Reduce -2.5%
JPM JPMorgan Chase & Co. 6.22% 489,380 $103.2M Reduce -3.1%
AMGN Amgen Inc. 5.54% 285,182 $91.9M Reduce -2.8%
TXN Texas Instruments Inc. 4.84% 388,853 $80.3M Add +10.8%
ACN Accenture PLC Class A 4.84% 227,142 $80.3M Reduce -2.5%
UNP Union Pacific Corp. 4.74% 319,379 $78.7M Add +1.3%
NVDA Nvidia Corp. 4.37% 597,480 $72.6M Reduce -11.8%
SHW The Sherwin-Williams Co. 3.53% 153,390 $58.5M Reduce -2.4%
LIN Linde PLC 3.48% 121,171 $57.8M Reduce -2.3%
TM Toyota Motor Corp. -Spon ADR 3.29% 305,733 $54.6M Reduce -3.0%
DE Deere & Co. 3.23% 128,402 $53.6M Reduce -2.0%
DIS The Walt Disney Co. filed as DISNEY WALT CO 2.94% 507,014 $48.8M Reduce -3.3%
AMZN Amazon.com Inc. 2.89% 257,553 $48.0M Reduce -2.1%
ADI Analog Devices Inc. 2.77% 199,896 $46.0M Reduce -1.7%
V Visa Inc. Class A 2.70% 163,221 $44.9M Reduce -2.2%
WSO Watsco Inc. 2.59% 87,326 $43.0M Reduce -1.4%
PGR Progressive Corp. 2.43% 159,082 $40.4M Reduce -2.0%
INTU Intuit Inc. 2.42% 64,659 $40.2M Reduce -1.8%
TMO Thermo Fisher Scientific Inc. 2.39% 64,122 $39.7M Reduce -2.3%
POOL Pool Corp. 1.68% 74,073 $27.9M Reduce -2.1%
HDB HDFC Bank Ltd.-ADR 1.68% 445,899 $27.9M Reduce -2.9%
CMG Chipotle Mexican Grill Inc. 1.57% 452,787 $26.1M Add +11.5%
PH Parker Hannifin Corp. 1.49% 39,093 $24.7M Add +59.1%
ZTS Zoetis Inc. 1.38% 117,104 $22.9M Reduce -1.3%
ODFL Old Dominion Freight Line 1.26% 105,489 $21.0M Add +1.0%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 1.09% 440,326 $18.1M Reduce -1.3%
BLDR Builders Firstsource Inc. 0.82% 69,944 $13.6M Add +864.7%
RACE Ferrari NV 0.23% 8,285 $3.9M No change
ABBV Abbvie Inc. 0.22% 18,630 $3.7M Reduce -1.2%
MRK Merck & Co. Inc. 0.19% 28,155 $3.2M No change
BRK.B Berkshire Hathaway Inc. Class B 0.19% 6,835 $3.1M Reduce -10.9%
XOM Exxon Mobil Corp. 0.17% 24,188 $2.8M Reduce -1.4%
MCD McDonald's Corp. 0.16% 8,795 $2.7M No change
JNJ Johnson & Johnson 0.16% 16,151 $2.6M Reduce -3.6%
LOW Lowe's Cos Inc. 0.15% 9,130 $2.5M Reduce -1.3%
CVX Chevron Corp. 0.15% 16,783 $2.5M Reduce -5.2%
KNSL Kinsale Capital Group Inc. 0.11% 3,985 $1.9M No change
WFC Wells Fargo & Co. 0.10% 30,400 $1.7M No change
TSCO Tractor Supply Company 0.10% 5,445 $1.6M Add +10.1%
IDXX Idexx Laboratories Inc. 0.09% 3,030 $1.5M Add +20.0%
KO The Coca-Cola Co. 0.09% 20,700 $1.5M No change
EPD Enterprise Products Partners 0.06% 33,350 $971K Reduce -11.8%
ROST Ross Stores Inc. 0.05% 6,015 $905K No change
GOOGL Alphabet Inc. Class A 0.05% 5,197 $862K No change
PNW Pinnacle West Capital 0.05% 9,000 $797K No change
UHT Universal Health RLTY Income 0.05% 17,000 $778K No change
GLD SPDR Gold Shares 0.05% 3,150 $766K No change
META Meta Platforms Inc. Class A 0.04% 1,240 $710K No change
AMG Affiliated Managers Group 0.04% 3,400 $605K Reduce -5.6%
GOOG Alphabet Inc. Class C 0.03% 3,245 $543K No change
FANG Diamondback Energy Inc. 0.03% 3,050 $526K Reduce -7.6%
WEX Wex Inc. 0.03% 2,450 $514K No change
MPLX MPLX LP 0.03% 11,445 $509K No change
CYBR Cyberark Software Ltd./Israel 0.03% 1,710 $499K No change
MELI MercadoLibre Inc. 0.03% 221 $453K Add +11.6%
AZN Astrazeneca PLC-Spons ADR 0.03% 5,740 $447K Reduce -6.1%
EOG EOG Resources Inc. 0.03% 3,520 $433K Reduce -4.6%
IDN Intellicheck Inc. 0.03% 191,577 $416K Add +4.8%
NVO Novo-Nordisk A/S-Spons ADR 0.02% 3,380 $402K No change
LLY Eli Lilly & Co. 0.02% 441 $391K Reduce -6.4%
ASML ASML Holding NV-NY Reg SHS 0.02% 460 $383K No change
AMAT Applied Materials Inc. 0.02% 1,781 $360K Reduce -4.7%
WY Weyerhaeuser Co. 0.02% 10,400 $352K No change
STZ Constellation Brands Inc. Class A 0.02% 1,355 $349K Reduce -3.6%
CP Canadian Pacific Kansas City 0.02% 4,035 $345K No change
BKNG Booking Holdings Inc. 0.02% 79 $333K No change
WMB Williams Cos Inc. 0.02% 7,000 $320K No change
ORCL Oracle Corp. 0.02% 1,720 $293K No change
MS Morgan Stanley 0.02% 2,774 $289K No change
COP Conocophillips 0.02% 2,679 $282K Reduce -19.9%
CMI Cummins Inc. 0.02% 860 $278K No change
SONY Sony Group Corp. - SP ADR 0.02% 2,730 $264K No change
MMM 3M Co. 0.02% 1,833 $251K New
NFLX Netflix Inc. 0.01% 339 $240K No change
MDLZ Mondelez International Inc. Class A 0.01% 3,000 $221K Reduce -3.2%

Portfolio Sells Q2 2024 → Q3 2024
MSFT Microsoft Corp. Reduce -6.0% 7.20% −1.05
NVDA Nvidia Corp. Reduce -11.8% 4.37% −0.86
TM Toyota Motor Corp. -Spon ADR Reduce -3.0% 3.29% −0.75
TJX TJX Companies Inc. Reduce -8.1% 7.22% −0.42
DIS The Walt Disney Co. Reduce -3.3% 2.94% −0.32
INTU Intuit Inc. Reduce -1.8% 2.42% −0.29
AMZN Amazon.com Inc. Reduce -2.1% 2.89% −0.29
AMGN Amgen Inc. Reduce -2.8% 5.54% −0.20
JPM JPMorgan Chase & Co. Reduce -3.1% 6.22% −0.17
HDB HDFC Bank Ltd.-ADR Reduce -2.9% 1.68% −0.17
ADI Analog Devices Inc. Reduce -1.7% 2.77% −0.13
V Visa Inc. Class A Reduce -2.2% 2.70% −0.04
CVX Chevron Corp. Reduce -5.2% 0.15% −0.02
BXMT Blackstone Mortgage Tru Class A Sold out 0.00% −0.02
PANW Palo Alto Networks Inc. Sold out 0.00% −0.02
PEP Pepsico Inc. Sold out 0.00% −0.01
APA Apa Corp. Sold out 0.00% −0.01
EPD Enterprise Products Partners Reduce -11.8% 0.06% −0.01
FANG Diamondback Energy Inc. Reduce -7.6% 0.03% −0.01
COP Conocophillips Reduce -19.9% 0.02% −0.01
AMAT Applied Materials Inc. Reduce -4.7% 0.02% −0.01
XOM Exxon Mobil Corp. Reduce -1.4% 0.17% −0.01
BRK.B Berkshire Hathaway Inc. Class B Reduce -10.9% 0.19% −0.01
LLY Eli Lilly & Co. Reduce -6.4% 0.02% −0.00
EOG EOG Resources Inc. Reduce -4.6% 0.03% −0.00
AZN Astrazeneca PLC-Spons ADR Reduce -6.1% 0.03% −0.00
STZ Constellation Brands Inc. Class A Reduce -3.6% 0.02% −0.00
MDLZ Mondelez International Inc. Class A Reduce -3.2% 0.01% +0.00
AMG Affiliated Managers Group Reduce -5.6% 0.04% +0.00
JNJ Johnson & Johnson Reduce -3.6% 0.16% +0.00
ABBV Abbvie Inc. Reduce -1.2% 0.22% +0.02
LOW Lowe's Cos Inc. Reduce -1.3% 0.15% +0.02
WSO Watsco Inc. Reduce -1.4% 2.59% +0.02
YETI Yeti Holdings Inc. Reduce -1.3% 1.09% +0.02
LIN Linde PLC Reduce -2.3% 3.48% +0.08
ZTS Zoetis Inc. Reduce -1.3% 1.38% +0.09
TMO Thermo Fisher Scientific Inc. Reduce -2.3% 2.39% +0.12
DE Deere & Co. Reduce -2.0% 3.23% +0.17
POOL Pool Corp. Reduce -2.1% 1.68% +0.23
AAPL Apple Inc. Reduce -2.5% 6.31% +0.23
PGR Progressive Corp. Reduce -2.0% 2.43% +0.32
ACN Accenture PLC Class A Reduce -2.5% 4.84% +0.42
SHW The Sherwin-Williams Co. Reduce -2.4% 3.53% +0.59

Portfolio Buys Q2 2024 → Q3 2024
BLDR Builders Firstsource Inc. Add +864.7% 0.82% +0.75
PH Parker Hannifin Corp. Add +59.1% 1.49% +0.71
TXN Texas Instruments Inc. Add +10.8% 4.84% +0.57
UNP Union Pacific Corp. Add +1.3% 4.74% +0.28
ODFL Old Dominion Freight Line Add +1.0% 1.26% +0.11
IDXX Idexx Laboratories Inc. Add +20.0% 0.09% +0.02
MMM 3M Co. New 0.02% +0.02
TSCO Tractor Supply Company Add +10.1% 0.10% +0.01
MELI MercadoLibre Inc. Add +11.6% 0.03% +0.01
IDN Intellicheck Inc. Add +4.8% 0.03% −0.01
CMG Chipotle Mexican Grill Inc. Add +11.5% 1.57% −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