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Wilkinson Global Asset Management LLC

All holdings · as of Dec 31, 2025

63 positions

CompanyClassValueShares% of portfolio
TJX Cos Inc/The—$119.87M780,3768.2%
JPMORGAN CHASE & CO—$114.08M354,0577.8%
MICROSOFT CORP—$110.65M228,8037.6%
Apple Inc.—$93.61M344,3246.4%
NVIDIA Corp—$87.22M467,6896.0%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMADR$81.86M269,3725.6%
SHERWIN WILLIAMS CO—$65.73M202,8624.5%
AMGEN INC—$65.63M200,5034.5%
Union Pacific Corp—$60.01M259,4284.1%
TEXAS INSTRUMENTS INC—$58.71M338,3874.0%
Amazon.com Inc—$57.09M247,3143.9%
Visa Inc—$54.95M156,6763.8%
DEERE & CO—$51.53M110,6903.5%
LINDE PLC—$50.16M117,6473.4%
ANALOG DEVICES INC—$50.11M184,7573.4%
Accenture plc—$48.12M179,3383.3%
Walt Disney Co—$45.27M397,9393.1%
Parker-Hannifin Corp—$41.82M47,5752.9%
INTUIT INC.—$40.18M60,6552.7%
PROGRESSIVE CORP/OH—$33.83M148,5812.3%
Watsco, Inc.—$26.59M78,9251.8%
SPOTIFY TECHNOLOGY S A—$18.89M32,5341.3%
Uber Technologies, Inc—$17.79M217,7651.2%
Broadcom Inc.—$12.94M37,3970.9%
Mastercard Inc—$11.01M19,2830.8%
Coinbase Global, Inc.—$8.73M38,5900.6%
AbbVie Inc.—$4.07M17,8120.3%
Warren E. Buffett—$3.17M6,2970.2%
FERRARI N V—$2.97M8,0400.2%
WELLS FARGO & COMPANY/MN—$2.90M31,1500.2%
JOHNSON & JOHNSON—$2.88M13,9000.2%
EXXON MOBIL CORP—$2.65M21,9890.2%
MCDONALD'S CORP—$2.63M8,6200.2%
LOWES COMPANIES INC—$1.88M7,8000.1%
Intellicheck Inc—$1.59M237,7680.1%
SPDR GOLD TR—$1.17M2,9480.1%
Merck & Co., Inc.—$863.7K8,2050.1%
PINNACLE WEST CAPITAL CORP—$798.3K9,0000.1%
ROSS STORES, INC.—$751.9K4,1740.1%
Alphabet Inc.—$684.5K2,1870.0%
UNIVERSAL HEALTH REALTY INCOME TRUST—$666.6K17,0000.0%
Alphabet Inc.—$657.4K2,0950.0%
Diamondback Energy, Inc.—$608.8K4,0500.0%
CHEVRON CORP—$526.3K3,4530.0%
ASML HOLDING N V—$497.5K4650.0%
Meta Platforms Inc—$458.1K6940.0%
MercadoLibre, Inc.—$455.2K2260.0%
ELI LILLY & Co—$451.4K4200.0%
EOG RESOURCES INC—$441.0K4,2000.0%
BANCO SANTANDER S.A.—$408.2K34,8000.0%
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