Wilkinson Global Asset Management LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 1, 2025), Wilkinson Global Asset Management LLC reported 75 stock positions worth $1.6 billion. Its top holding was TJX Companies (TJX) at 7.5% of the portfolio, followed by JPMorgan Chase (JPM, 6.9%) and Microsoft (MSFT, 6.4%). Compared with Q4 2024, it opened 2 new positions, sold out of 6, added to 19 and reduced 38. The biggest buy was Sherwin-Williams (SHW, shares +44%) and the biggest sale Nvidia (NVDA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- New York, NY
- CIK
- 0001764000
- Portfolio Value
- $1.6B (Q1 2025)
- SEC Filing
- 0001172661-25-001556 ↗ filed May 1, 2025
Holdings Value
Holdings 75 stocks · $1.6B
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 7.54% | 990,071 | $120.6M | Reduce -1.6% |
| JPM JPMorgan Chase & Co. | 6.88% | 448,529 | $110.0M | Reduce -1.5% |
| MSFT Microsoft Corp. | 6.37% | 271,516 | $101.9M | Reduce -1.4% |
| AAPL Apple Inc. | 6.08% | 437,707 | $97.2M | Reduce -1.7% |
| AMGN Amgen Inc. | 5.38% | 276,247 | $86.1M | Reduce -1.0% |
| SHW The Sherwin-Williams Co. | 4.81% | 220,333 | $76.9M | Add +44.4% |
| UNP Union Pacific Corp. | 4.61% | 311,853 | $73.7M | Reduce -1.5% |
| ACN Accenture PLC Class A | 4.33% | 222,051 | $69.3M | Reduce -1.2% |
| TXN Texas Instruments Inc. | 4.25% | 378,563 | $68.0M | Reduce -1.5% |
| NVDA Nvidia Corp. | 4.00% | 590,908 | $64.0M | Reduce -0.2% |
| DE Deere & Co. | 3.91% | 133,255 | $62.5M | Reduce -1.3% |
| V Visa Inc. Class A | 3.60% | 164,089 | $57.5M | Add +0.4% |
| LIN Linde PLC | 3.51% | 120,539 | $56.1M | Add +0.4% |
| TM Toyota Motor Corp. -Spon ADR | 3.25% | 294,462 | $52.0M | Reduce -2.0% |
| AMZN Amazon.com Inc. | 3.06% | 256,833 | $48.9M | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 3.04% | 493,059 | $48.7M | Reduce -1.5% |
| PGR Progressive Corp. | 2.81% | 158,536 | $44.9M | Add +0.6% |
| WSO Watsco Inc. | 2.77% | 87,168 | $44.3M | Add +0.1% |
| ADI Analog Devices Inc. | 2.51% | 199,223 | $40.2M | Reduce -0.1% |
| INTU Intuit Inc. | 2.47% | 64,235 | $39.4M | Reduce -0.4% |
| TMO Thermo Fisher Scientific Inc. | 1.99% | 63,985 | $31.8M | Add +0.4% |
| CMG Chipotle Mexican Grill Inc. | 1.83% | 582,527 | $29.2M | Add +0.7% |
| PH Parker Hannifin Corp. | 1.58% | 41,481 | $25.2M | Add +3.1% |
| POOL Pool Corp. | 1.46% | 73,186 | $23.3M | Reduce -0.0% |
| KNSL Kinsale Capital Group Inc. | 1.34% | 44,172 | $21.5M | Add +9.3% |
| ZTS Zoetis Inc. | 1.21% | 117,113 | $19.3M | Add +0.6% |
| ODFL Old Dominion Freight Line | 1.12% | 107,819 | $17.8M | Add +6.0% |
| YETI Yeti Holdings Inc. filed as YETI HLDGS INC | 0.89% | 432,152 | $14.3M | Add +0.5% |
| BLDR Builders Firstsource Inc. | 0.58% | 73,746 | $9.2M | Add +2.3% |
| ABBV Abbvie Inc. | 0.24% | 18,388 | $3.9M | Reduce -1.2% |
| RACE Ferrari NV | 0.22% | 8,375 | $3.6M | Add +1.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.22% | 6,510 | $3.5M | Reduce -4.5% |
| XOM Exxon Mobil Corp. | 0.17% | 22,953 | $2.7M | Reduce -1.9% |
| MCD McDonald's Corp. | 0.17% | 8,715 | $2.7M | Reduce -0.9% |
| MRK Merck & Co. Inc. | 0.15% | 27,585 | $2.5M | Reduce -1.9% |
| JNJ Johnson & Johnson | 0.15% | 14,801 | $2.5M | Reduce -5.4% |
| WFC Wells Fargo & Co. | 0.14% | 30,400 | $2.2M | No change |
| LOW Lowe's Cos Inc. | 0.12% | 7,910 | $1.8M | Reduce -1.5% |
| TSCO Tractor Supply Company | 0.10% | 28,765 | $1.6M | Add +5.6% |
| IDXX Idexx Laboratories Inc. | 0.08% | 3,155 | $1.3M | Add +4.1% |
| AIT Applied Industrial Tech Inc. | 0.07% | 5,190 | $1.2M | Add +7.2% |
| EPD Enterprise Products Partners | 0.06% | 29,075 | $993K | Reduce -12.8% |
| CVX Chevron Corp. | 0.06% | 5,738 | $960K | Reduce -13.0% |
| GLD SPDR Gold Shares | 0.05% | 3,000 | $864K | Reduce -4.8% |
| PNW Pinnacle West Capital | 0.05% | 9,000 | $857K | No change |
| COST Costco Wholesale Corp. | 0.05% | 827 | $782K | New |
| GOOGL Alphabet Inc. Class A | 0.05% | 4,817 | $745K | Reduce -7.3% |
| UHT Universal Health RLTY Income | 0.04% | 17,000 | $696K | No change |
| ROST Ross Stores Inc. | 0.04% | 5,265 | $673K | No change |
| IDN Intellicheck Inc. | 0.04% | 216,116 | $655K | Add +5.2% |
| MPLX MPLX LP | 0.04% | 11,445 | $613K | No change |
| CYBR Cyberark Software Ltd./Israel | 0.04% | 1,710 | $578K | No change |
| AMG Affiliated Managers Group | 0.03% | 3,200 | $538K | Reduce -5.9% |
| FANG Diamondback Energy Inc. | 0.03% | 3,050 | $488K | No change |
| MELI MercadoLibre Inc. | 0.03% | 221 | $431K | No change |
| AZN Astrazeneca PLC-Spons ADR | 0.02% | 5,370 | $395K | Reduce -6.5% |
| WEX Wex Inc. | 0.02% | 2,450 | $385K | No change |
| META Meta Platforms Inc. Class A | 0.02% | 654 | $377K | Reduce -46.2% |
| EOG EOG Resources Inc. | 0.02% | 2,860 | $367K | Reduce -5.3% |
| LLY Eli Lilly & Co. | 0.02% | 420 | $347K | Reduce -4.8% |
| SONY Sony Group Corp. - SP ADR | 0.02% | 13,650 | $347K | No change |
| GOOG Alphabet Inc. Class C | 0.02% | 2,115 | $330K | Reduce -34.2% |
| WMB Williams Cos Inc. | 0.02% | 5,350 | $320K | No change |
| ASML ASML Holding NV-NY Reg SHS | 0.02% | 460 | $305K | No change |
| WY Weyerhaeuser Co. | 0.02% | 10,400 | $305K | No change |
| CP Canadian Pacific Kansas City | 0.02% | 4,035 | $283K | No change |
| HDB HDFC Bank Ltd.-ADR | 0.02% | 4,094 | $272K | Reduce -86.6% |
| MMM 3M Co. | 0.02% | 1,833 | $269K | No change |
| COP Conocophillips | 0.02% | 2,500 | $263K | Reduce -6.7% |
| MS Morgan Stanley | 0.02% | 2,174 | $254K | Reduce -21.6% |
| CMI Cummins Inc. | 0.02% | 805 | $252K | Reduce -6.4% |
| AMAT Applied Materials Inc. | 0.02% | 1,696 | $246K | Reduce -4.8% |
| FISV Fiserv Inc. | 0.01% | 1,065 | $235K | No change |
| NVO Novo-Nordisk A/S-Spons ADR | 0.01% | 3,380 | $235K | Add +13.4% |
| SCHW Schwab (charles) Corp. | 0.01% | 2,580 | $202K | New |
Portfolio Sells Q4 2024 → Q1 2025
| NVDA Nvidia Corp. | Reduce -0.2% | 4.00% | −0.88 |
| AAPL Apple Inc. | Reduce -1.7% | 6.08% | −0.78 |
| MSFT Microsoft Corp. | Reduce -1.4% | 6.37% | −0.76 |
| ACN Accenture PLC Class A | Reduce -1.2% | 4.33% | −0.53 |
| AMZN Amazon.com Inc. | Reduce -0.5% | 3.06% | −0.42 |
| DIS The Walt Disney Co. | Reduce -1.5% | 3.04% | −0.38 |
| TM Toyota Motor Corp. -Spon ADR | Reduce -2.0% | 3.25% | −0.34 |
| TXN Texas Instruments Inc. | Reduce -1.5% | 4.25% | −0.18 |
| HDB HDFC Bank Ltd.-ADR | Reduce -86.6% | 0.02% | −0.10 |
| ADI Analog Devices Inc. | Reduce -0.1% | 2.51% | −0.09 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.08 |
| POOL Pool Corp. | Reduce -0.0% | 1.46% | −0.08 |
| INTU Intuit Inc. | Reduce -0.4% | 2.47% | −0.03 |
| BKNG Booking Holdings Inc. | Sold out | 0.00% | −0.02 |
| META Meta Platforms Inc. Class A | Reduce -46.2% | 0.02% | −0.02 |
| NFLX Netflix Inc. | Sold out | 0.00% | −0.02 |
| ORCL Oracle Corp. | Sold out | 0.00% | −0.02 |
| STZ Constellation Brands Inc. Class A | Sold out | 0.00% | −0.02 |
| MRK Merck & Co. Inc. | Reduce -1.9% | 0.15% | −0.02 |
| GOOG Alphabet Inc. Class C | Reduce -34.2% | 0.02% | −0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -7.3% | 0.05% | −0.01 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -1.5% | 0.12% | −0.01 |
| MS Morgan Stanley | Reduce -21.6% | 0.02% | −0.01 |
| AMG Affiliated Managers Group | Reduce -5.9% | 0.03% | −0.01 |
| CMI Cummins Inc. | Reduce -6.4% | 0.02% | −0.00 |
| AMAT Applied Materials Inc. | Reduce -4.8% | 0.02% | −0.00 |
| EPD Enterprise Products Partners | Reduce -12.8% | 0.06% | −0.00 |
| COP Conocophillips | Reduce -6.7% | 0.02% | +0.00 |
| EOG EOG Resources Inc. | Reduce -5.3% | 0.02% | +0.00 |
| LLY Eli Lilly & Co. | Reduce -4.8% | 0.02% | +0.00 |
| CVX Chevron Corp. | Reduce -13.0% | 0.06% | +0.00 |
| AZN Astrazeneca PLC-Spons ADR | Reduce -6.5% | 0.02% | +0.00 |
| GLD SPDR Gold Shares | Reduce -4.8% | 0.05% | +0.01 |
| MCD McDonald's Corp. | Reduce -0.9% | 0.17% | +0.01 |
| JNJ Johnson & Johnson | Reduce -5.4% | 0.15% | +0.01 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.17% | +0.02 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -4.5% | 0.22% | +0.03 |
| ABBV Abbvie Inc. | Reduce -1.2% | 0.24% | +0.04 |
| TJX TJX Companies Inc. | Reduce -1.6% | 7.54% | +0.07 |
| JPM JPMorgan Chase & Co. | Reduce -1.5% | 6.88% | +0.17 |
| UNP Union Pacific Corp. | Reduce -1.5% | 4.61% | +0.17 |
| DE Deere & Co. | Reduce -1.3% | 3.91% | +0.40 |
| AMGN Amgen Inc. | Reduce -1.0% | 5.38% | +0.91 |
Portfolio Buys Q4 2024 → Q1 2025
| SHW The Sherwin-Williams Co. | Add +44.4% | 4.81% | +1.62 |
| PGR Progressive Corp. | Add +0.6% | 2.81% | +0.48 |
| V Visa Inc. Class A | Add +0.4% | 3.60% | +0.42 |
| LIN Linde PLC | Add +0.4% | 3.51% | +0.42 |
| WSO Watsco Inc. | Add +0.1% | 2.77% | +0.23 |
| KNSL Kinsale Capital Group Inc. | Add +9.3% | 1.34% | +0.19 |
| COST Costco Wholesale Corp. | New | 0.05% | +0.05 |
| ZTS Zoetis Inc. | Add +0.6% | 1.21% | +0.04 |
| ODFL Old Dominion Freight Line | Add +6.0% | 1.12% | +0.01 |
| SCHW Schwab (charles) Corp. | New | 0.01% | +0.01 |
| TSCO Tractor Supply Company | Add +5.6% | 0.10% | +0.01 |
| RACE Ferrari NV | Add +1.1% | 0.22% | +0.01 |
| IDXX Idexx Laboratories Inc. | Add +4.1% | 0.08% | +0.01 |
| IDN Intellicheck Inc. | Add +5.2% | 0.04% | +0.01 |
| PH Parker Hannifin Corp. | Add +3.1% | 1.58% | +0.00 |
| AIT Applied Industrial Tech Inc. | Add +7.2% | 0.07% | +0.00 |
| NVO Novo-Nordisk A/S-Spons ADR | Add +13.4% | 0.01% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +0.4% | 1.99% | −0.05 |
| BLDR Builders Firstsource Inc. | Add +2.3% | 0.58% | −0.06 |
| YETI Yeti Holdings Inc. | Add +0.5% | 0.89% | −0.12 |
| CMG Chipotle Mexican Grill Inc. | Add +0.7% | 1.83% | −0.32 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 62 | $1.3B | NVDA, TSM, JPM, TJX, AAPL |
| Q1 2026 | 60 | $1.3B | TJX, JPM, TSM, AAPL, NVDA |
| Q4 2025 | 63 | $1.5B | TJX, JPM, MSFT, AAPL, NVDA |
| Q3 2025 | 66 | $1.6B | MSFT, TJX, JPM, AAPL, NVDA |
| Q2 2025 | 70 | $1.6B | MSFT, JPM, TJX, NVDA, AAPL |
| Q1 2025 | 75 | $1.6B | TJX, JPM, MSFT, AAPL, AMGN |
| Q4 2024 | 79 | $1.6B | TJX, MSFT, AAPL, JPM, NVDA |
| Q3 2024 | 77 | $1.7B | TJX, MSFT, AAPL, JPM, AMGN |
| Q2 2024 | 80 | $1.6B | MSFT, TJX, JPM, AAPL, AMGN |
| Q1 2024 | 86 | $1.6B | MSFT, TJX, JPM, TM, AMGN |