13F-HR filed by Wilkinson Global Asset Management LLC
Wilkinson Global Asset Management LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-11, with 70 holding rows worth $1,590,334,205.
- Accession
- 0001172661-25-003001
- Filer
- CIK 1764000
- Filed
- 2025-08-11
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2025
A holdings report, 106 entries on the cover page, a total value of $1,590,334,205 stated on the cover page (in dollars after the unit check, H1), rows summing to $1,590,334,205 with VALUE read as dollars as filed, 13F file number 028-19149. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 254,546 | $126,613,726 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 393,242 | $114,004,788 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 895,585 | $110,595,792 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 557,453 | $88,072,000 | dollars as filed | |
| Apple Inc | 037833100 | COM | 378,207 | $77,596,730 | dollars as filed | |
| SHERWIN WILLIAMS CO | 824348106 | COM | 217,428 | $74,656,078 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 346,194 | $71,876,799 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 253,635 | $70,817,429 | dollars as filed | |
| Union Pacific Corporation | 907818108 | COM | 287,762 | $66,208,281 | dollars as filed | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 290,048 | $65,692,971 | dollars as filed | |
| Deere & Company | 244199105 | COM | 124,114 | $63,110,728 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 205,287 | $61,358,231 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 456,028 | $56,552,032 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 158,274 | $56,195,183 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 246,898 | $54,166,952 | dollars as filed | |
| Linde plc | G54950103 | COM | 111,289 | $52,214,573 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 61,705 | $48,600,709 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 188,032 | $44,755,377 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 150,176 | $40,075,968 | dollars as filed | |
| WATSCO INC COM | 942622200 | Stock | 81,475 | $35,980,990 | dollars as filed | |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 43,174 | $33,129,137 | dollars as filed | |
| CHIPOTLEMEXICANGRILLI | 169656105 | STOK | 546,157 | $30,666,716 | dollars as filed | |
| KINSALECAPGROUPINC | 49714P108 | STOK | 56,689 | $27,431,807 | dollars as filed | |
| PARKER-HANNIFIN CORP COM | 701094104 | Stock | 37,781 | $26,388,895 | dollars as filed | |
| ZOETIS INC CL A | 98978V103 | Stock | 105,397 | $16,436,662 | dollars as filed | |
| OLD DOMINION FREIGHT LINE INC COM | 679580100 | Stock | 99,250 | $16,108,274 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 20,506 | $11,523,141 | dollars as filed | |
| COINBASE GLOBAL INC COM CL A | 19260Q107 | Stock | 26,166 | $9,170,921 | dollars as filed | |
| FERRARI N V | N3167Y103 | COM | 8,165 | $4,006,892 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 17,905 | $3,323,526 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 6,445 | $3,130,788 | dollars as filed | |
| McDonalds Corporation | 580135101 | COM | 8,655 | $2,528,731 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 22,643 | $2,440,915 | dollars as filed | |
| Wells Fargo & Company | 949746101 | COM | 30,400 | $2,435,648 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 14,320 | $2,187,380 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 27,585 | $2,183,629 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 4,280 | $1,735,369 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 7,800 | $1,730,586 | dollars as filed | |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 8,035 | $1,384,109 | dollars as filed | |
| INTELLICHECK MOBILISA INC | 45817G201 | COM NEW | 226,285 | $1,219,676 | dollars as filed | |
| SPDR GOLD TR | 78463V107 | GOLD SHS | 2,915 | $888,579 | dollars as filed | |
| PINNACLE WEST CAP CORP | 723484101 | COM | 9,000 | $805,230 | dollars as filed | |
| UNIVERSAL HEALTH RLTY INCOME | 91359E105 | REIT | 17,000 | $679,490 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 4,965 | $633,435 | dollars as filed | |
| MERCADOLIBREINC | 58733R102 | STOK | 221 | $577,612 | dollars as filed | |
| CYBERARK SOFTWARE LTD SHS | M2682V108 | Stock | 1,370 | $557,426 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 940 | $532,738 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 3,545 | $507,609 | dollars as filed | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 2,807 | $494,678 | dollars as filed | |
| META PLATFORMS INC CL A | 30303M102 | COM | 654 | $482,711 | dollars as filed | |
| DIAMONDBACK ENERGY INC COM | 25278X109 | Stock | 3,050 | $419,070 | dollars as filed | |
| SONY GROUP CORP SPONSORED ADR | 835699307 | ADR | 15,330 | $399,040 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 2,115 | $375,180 | dollars as filed | |
| ASMLHLDGNVFSPONSOREDADR1ADRREPS1ORDSHS | N07059210 | STOK | 465 | $372,646 | dollars as filed | |
| WEX INC | 96208T104 | COM | 2,450 | $359,880 | dollars as filed | |
| WILLIAMS COS INC COM | 969457100 | Stock | 5,350 | $336,033 | dollars as filed | |
| ENTERPRISE PRODS PARTNERS L | 293792107 | COM | 10,640 | $329,946 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 420 | $327,403 | dollars as filed | |
| EOG RES INC COM | 26875P101 | Stock | 2,700 | $322,947 | dollars as filed | |
| CANADIAN PACIFIC KANSAS CITY COM | 13646K108 | Stock | 4,035 | $319,854 | dollars as filed | |
| Morgan Stanley | 617446448 | COM | 2,224 | $313,273 | dollars as filed | |
| 3M CO COM | 88579Y101 | Stock | 1,833 | $279,056 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 204 | $273,183 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 2,580 | $235,399 | dollars as filed | |
| NOVO-NORDISK A S ADR | 670100205 | ADR | 3,380 | $233,288 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 230 | $227,686 | dollars as filed | |
| IMPERIAL OIL LTD COM NEW | 453038408 | Stock | 2,695 | $214,199 | dollars as filed | |
| AFFILIATED MANAGERS GROUP COM | 008252108 | Stock | 1,065 | $209,560 | dollars as filed | |
| ConocoPhillips | 20825C104 | COM | 2,250 | $201,915 | dollars as filed | |
| STAR GROUP LP | 85512C105 | UNIT LTD PARTNR | 10,000 | $117,000 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-25-003001 | this filing | 2025-08-11 | acceptance time not in the bulk data set |