Wilkinson Global Asset Management LLC

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed January 31, 2025), Wilkinson Global Asset Management LLC reported 79 stock positions worth $1.6 billion. Its top holding was TJX Companies (TJX) at 7.5% of the portfolio, followed by Microsoft (MSFT, 7.1%) and Apple (AAPL, 6.9%). Compared with Q3 2024, it opened 3 new positions, sold out of 1, added to 8 and reduced 37. The biggest buy was Kinsale Capital (KNSL, shares +914%) and the biggest sale HDFC Bank Ltd.-ADR (HDB, shares −93%).

Most Recent 13F
Q2 2026
Location
New York, NY
CIK
0001764000
Portfolio Value
$1.6B (Q4 2024)
SEC Filing
0001172661-25-000458 ↗ filed Jan 31, 2025

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 Q3 2024 Q4 2024: $1.6B $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 79 stocks · $1.6B
TJX TJX Companies Inc. filed as TJX COS INC NEW 7.47% 1,006,161 $121.6M Reduce -1.3%
MSFT Microsoft Corp. 7.14% 275,511 $116.1M Reduce -0.8%
AAPL Apple Inc. 6.86% 445,456 $111.6M Reduce -0.8%
JPM JPMorgan Chase & Co. 6.71% 455,408 $109.2M Reduce -6.9%
NVDA Nvidia Corp. 4.89% 592,268 $79.5M Reduce -0.9%
ACN Accenture PLC Class A 4.86% 224,790 $79.1M Reduce -1.0%
AMGN Amgen Inc. 4.47% 279,105 $72.7M Reduce -2.1%
UNP Union Pacific Corp. 4.44% 316,540 $72.2M Reduce -0.9%
TXN Texas Instruments Inc. 4.43% 384,293 $72.1M Reduce -1.2%
TM Toyota Motor Corp. -Spon ADR 3.59% 300,513 $58.5M Reduce -1.7%
DE Deere & Co. 3.51% 134,947 $57.2M Add +5.1%
AMZN Amazon.com Inc. 3.48% 258,010 $56.6M Add +0.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.42% 500,371 $55.7M Reduce -1.3%
SHW The Sherwin-Williams Co. 3.19% 152,584 $51.9M Reduce -0.5%
V Visa Inc. Class A 3.17% 163,394 $51.6M Add +0.1%
LIN Linde PLC 3.09% 120,069 $50.3M Reduce -0.9%
ADI Analog Devices Inc. 2.60% 199,431 $42.4M Reduce -0.2%
WSO Watsco Inc. 2.54% 87,128 $41.3M Reduce -0.2%
INTU Intuit Inc. 2.49% 64,501 $40.5M Reduce -0.2%
PGR Progressive Corp. 2.32% 157,576 $37.8M Reduce -0.9%
CMG Chipotle Mexican Grill Inc. 2.14% 578,602 $34.9M Add +27.8%
TMO Thermo Fisher Scientific Inc. 2.04% 63,729 $33.2M Reduce -0.6%
PH Parker Hannifin Corp. 1.57% 40,223 $25.6M Add +2.9%
POOL Pool Corp. 1.53% 73,216 $25.0M Reduce -1.2%
ZTS Zoetis Inc. 1.17% 116,432 $19.0M Reduce -0.6%
KNSL Kinsale Capital Group Inc. 1.16% 40,402 $18.8M Add +913.9%
ODFL Old Dominion Freight Line 1.10% 101,686 $17.9M Reduce -3.6%
YETI Yeti Holdings Inc. filed as YETI HLDGS INC 1.02% 429,916 $16.6M Reduce -2.4%
BLDR Builders Firstsource Inc. 0.63% 72,088 $10.3M Add +3.1%
RACE Ferrari NV 0.22% 8,285 $3.5M No change
ABBV Abbvie Inc. 0.20% 18,608 $3.3M Reduce -0.1%
BRK.B Berkshire Hathaway Inc. Class B 0.19% 6,820 $3.1M Reduce -0.2%
MRK Merck & Co. Inc. 0.17% 28,115 $2.8M Reduce -0.1%
MCD McDonald's Corp. 0.16% 8,795 $2.5M No change
XOM Exxon Mobil Corp. 0.15% 23,406 $2.5M Reduce -3.2%
JNJ Johnson & Johnson 0.14% 15,641 $2.3M Reduce -3.2%
WFC Wells Fargo & Co. 0.13% 30,400 $2.1M No change
LOW Lowe's Cos Inc. 0.12% 8,030 $2.0M Reduce -12.1%
HDB HDFC Bank Ltd.-ADR 0.12% 30,655 $2.0M Reduce -93.1%
TSCO Tractor Supply Company 0.09% 27,250 $1.4M No change
KO The Coca-Cola Co. 0.08% 20,700 $1.3M No change
IDXX Idexx Laboratories Inc. 0.08% 3,030 $1.3M No change
AIT Applied Industrial Tech Inc. 0.07% 4,840 $1.2M New
EPD Enterprise Products Partners 0.06% 33,350 $1.0M No change
GOOGL Alphabet Inc. Class A 0.06% 5,197 $984K No change
CVX Chevron Corp. 0.06% 6,593 $955K Reduce -60.7%
ROST Ross Stores Inc. 0.05% 5,265 $796K Reduce -12.5%
PNW Pinnacle West Capital 0.05% 9,000 $763K No change
GLD SPDR Gold Shares 0.05% 3,150 $763K No change
META Meta Platforms Inc. Class A 0.04% 1,215 $711K Reduce -2.0%
UHT Universal Health RLTY Income 0.04% 17,000 $633K No change
AMG Affiliated Managers Group 0.04% 3,400 $629K No change
GOOG Alphabet Inc. Class C 0.04% 3,215 $612K Reduce -0.9%
IDN Intellicheck Inc. 0.04% 205,402 $575K Add +7.2%
CYBR Cyberark Software Ltd./Israel 0.04% 1,710 $570K No change
MPLX MPLX LP 0.03% 11,445 $548K No change
FANG Diamondback Energy Inc. 0.03% 3,050 $500K No change
WEX Wex Inc. 0.03% 2,450 $430K No change
BKNG Booking Holdings Inc. 0.02% 79 $393K No change
AZN Astrazeneca PLC-Spons ADR 0.02% 5,740 $376K No change
MELI MercadoLibre Inc. 0.02% 221 $376K No change
EOG EOG Resources Inc. 0.02% 3,020 $370K Reduce -14.2%
MS Morgan Stanley 0.02% 2,774 $349K No change
LLY Eli Lilly & Co. 0.02% 441 $340K No change
ASML ASML Holding NV-NY Reg SHS 0.02% 460 $319K No change
NFLX Netflix Inc. 0.02% 339 $302K No change
CMI Cummins Inc. 0.02% 860 $300K No change
WY Weyerhaeuser Co. 0.02% 10,400 $293K No change
CP Canadian Pacific Kansas City 0.02% 4,035 $292K No change
AMAT Applied Materials Inc. 0.02% 1,781 $290K No change
WMB Williams Cos Inc. 0.02% 5,350 $290K Reduce -23.6%
SONY Sony Group Corp. - SP ADR 0.02% 13,650 $289K No change
ORCL Oracle Corp. 0.02% 1,720 $287K No change
STZ Constellation Brands Inc. Class A 0.02% 1,260 $278K Reduce -7.0%
COP Conocophillips 0.02% 2,679 $266K No change
NVO Novo-Nordisk A/S-Spons ADR 0.02% 2,980 $256K Reduce -11.8%
MMM 3M Co. 0.01% 1,833 $237K No change
FISV Fiserv Inc. 0.01% 1,065 $219K New
PANW Palo Alto Networks Inc. 0.01% 1,120 $204K New

Portfolio Sells Q3 2024 → Q4 2024
HDB HDFC Bank Ltd.-ADR Reduce -93.1% 0.12% −1.56
AMGN Amgen Inc. Reduce -2.1% 4.47% −1.07
TXN Texas Instruments Inc. Reduce -1.2% 4.43% −0.41
LIN Linde PLC Reduce -0.9% 3.09% −0.39
TMO Thermo Fisher Scientific Inc. Reduce -0.6% 2.04% −0.35
SHW The Sherwin-Williams Co. Reduce -0.5% 3.19% −0.34
UNP Union Pacific Corp. Reduce -0.9% 4.44% −0.31
ZTS Zoetis Inc. Reduce -0.6% 1.17% −0.21
ADI Analog Devices Inc. Reduce -0.2% 2.60% −0.17
ODFL Old Dominion Freight Line Reduce -3.6% 1.10% −0.16
POOL Pool Corp. Reduce -1.2% 1.53% −0.15
PGR Progressive Corp. Reduce -0.9% 2.32% −0.11
CVX Chevron Corp. Reduce -60.7% 0.06% −0.09
YETI Yeti Holdings Inc. Reduce -2.4% 1.02% −0.07
MSFT Microsoft Corp. Reduce -0.8% 7.14% −0.06
WSO Watsco Inc. Reduce -0.2% 2.54% −0.05
LOW Lowe's Cos Inc. Reduce -12.1% 0.12% −0.03
MRK Merck & Co. Inc. Reduce -0.1% 0.17% −0.02
JNJ Johnson & Johnson Reduce -3.2% 0.14% −0.02
ABBV Abbvie Inc. Reduce -0.1% 0.20% −0.02
XOM Exxon Mobil Corp. Reduce -3.2% 0.15% −0.02
MDLZ Mondelez International Inc. Class A Sold out 0.00% −0.01
NVO Novo-Nordisk A/S-Spons ADR Reduce -11.8% 0.02% −0.01
ROST Ross Stores Inc. Reduce -12.5% 0.05% −0.01
STZ Constellation Brands Inc. Class A Reduce -7.0% 0.02% −0.00
EOG EOG Resources Inc. Reduce -14.2% 0.02% −0.00
WMB Williams Cos Inc. Reduce -23.6% 0.02% −0.00
BRK.B Berkshire Hathaway Inc. Class B Reduce -0.2% 0.19% +0.00
META Meta Platforms Inc. Class A Reduce -2.0% 0.04% +0.00
GOOG Alphabet Inc. Class C Reduce -0.9% 0.04% +0.00
ACN Accenture PLC Class A Reduce -1.0% 4.86% +0.02
INTU Intuit Inc. Reduce -0.2% 2.49% +0.07
TJX TJX Companies Inc. Reduce -1.3% 7.47% +0.25
TM Toyota Motor Corp. -Spon ADR Reduce -1.7% 3.59% +0.30
DIS The Walt Disney Co. Reduce -1.3% 3.42% +0.49
JPM JPMorgan Chase & Co. Reduce -6.9% 6.71% +0.49
NVDA Nvidia Corp. Reduce -0.9% 4.89% +0.52
AAPL Apple Inc. Reduce -0.8% 6.86% +0.55

Portfolio Buys Q3 2024 → Q4 2024
KNSL Kinsale Capital Group Inc. Add +913.9% 1.16% +1.04
AMZN Amazon.com Inc. Add +0.2% 3.48% +0.59
CMG Chipotle Mexican Grill Inc. Add +27.8% 2.14% +0.57
V Visa Inc. Class A Add +0.1% 3.17% +0.47
DE Deere & Co. Add +5.1% 3.51% +0.29
PH Parker Hannifin Corp. Add +2.9% 1.57% +0.08
AIT Applied Industrial Tech Inc. New 0.07% +0.07
FISV Fiserv Inc. New 0.01% +0.01
PANW Palo Alto Networks Inc. New 0.01% +0.01
IDN Intellicheck Inc. Add +7.2% 0.04% +0.01
BLDR Builders Firstsource Inc. Add +3.1% 0.63% −0.18

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