Fund HoldingsWilkinson Global Asset Management LLC

Total Portfolio Value
$1.31B
Total Bought
$24.57M
Total Sold
$226.62M
Net Transaction
-$202.05M
Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
BANCO SANTANDER SA(SAN)34,8001,642,260+1,607,46040818,5251.41%+18,116
ANALOG DEVICES INC(ADI)184,757180,598-4,15950,10657,4554.38%+7,349
DEERE & CO(DE)110,690104,077-6,61351,53458,6274.47%+7,093
BROADCOM INC(AVGO)37,39754,787+17,39012,94316,9571.29%+4,014
LINDE PLC(LIN)117,647109,058-8,58950,16454,0674.12%+3,903
TAIWAN SEMICONDUCTOR MANUFAC(TSM)269,372251,898-17,47481,85985,1296.48%+3,269
TEXAS INSTRS INC(TXN)338,387313,964-24,42358,70760,9534.64%+2,246
WATSCO INC(WSO)78,92578,084-84126,59428,4062.16%+1,812
EXXON MOBIL CORP21,98921,98902,6463,7310.28%+1,084
JOHNSON & JOHNSON(JNJ)13,90013,670-2302,8773,3410.25%+465
DIAMONDBACK ENERGY INC(FANG)4,0504,05006098010.06%+192
CHEVRON CORPORATION(CVX)3,4533,433-205267100.05%+184
EOG RES INC(EOG)4,2004,20004416070.05%+166
ROSS STORES INC(ROST)4,1744,17407529040.07%+152
AMGEN INC(AMGN)200,503186,865-13,63865,62765,7485.01%+122
IMPERIAL OIL LTD(IMO)2,6952,69502333530.03%+120
ASML HLDG NV
N Y REGISTRY SHS
46546504976140.05%+117
MERCK & CO INC(MRK)8,2058,090-1158649730.07%+109
PINNACLE WEST CAP CORP(PNW)9,0009,00007989070.07%+108
INTELLICHECK MOBILISA INC237,768242,478+4,7101,5881,6950.13%+107
SPDR GOLD TR(GLD)2,9482,94801,1681,2680.10%+100
CONOCOPHILLIPS(COP)2,2502,25002112970.02%+86
PARKER-HANNIFIN CORP(PH)47,57546,801-77441,81741,8983.19%+82
NETFLIX INC.(NFLX)2,1452,650+5052012550.02%+54
WILLIAMS COS INC(WMB)4,1404,14002493010.02%+52
MCDONALDS CORP(MCD)8,6208,580-402,6352,6670.20%+32
UNIVERSAL HEALTH RLTY INCOME17,00017,00006676880.05%+21
CANADIAN PACIFIC KANSAS CITY(CP)4,0354,03502973170.02%+20
WEX INC(WEX)2,4502,45003653750.03%+10
STAR GROUP LP10,00010,00001181230.01%+4
3M CO(MMM)1,8331,83302932660.02%-27
MORGAN STANLEY(MS)2,2192,21903943650.03%-29
LOWES COS INC(LOW)7,8007,80001,8811,8430.14%-38
CITIGROUP INC(C)2,5942,164-4303032450.02%-57
ALPHABET INC(GOOG)2,0952,075-206575950.05%-62
MERCADOLIBRE INC(MELI)22622604553910.03%-64
ELI LILLY & CO(LLY)42042004513860.03%-65
META PLATFORMS INC(META)694645-494583690.03%-89
SONY GROUP CORP(SONY)15,73013,730-2,0004032840.02%-118
ALPHABET INC(GOOG)2,1871,962-2256855640.04%-120
ISHARES TR2,1900-2,1902250-225
VANGUARD TAX-MANAGED FDS3,8830-3,8832430-243
ABBVIE INC(ABBV)17,81217,542-2704,0703,8150.29%-255
BERKSHIRE HATHAWAY INC DEL6,2975,897-4003,1652,8260.22%-339
WELLS FARGO & CO(WFC)31,15030,400-7502,9032,4200.18%-483
SPOTIFY TECHNOLOGY S A(SPOT)32,53437,905+5,37118,89318,3811.40%-512
FERRARI N V
COM
8,0405,840-2,2002,9711,9770.15%-995
UNION PAC CORP(UNP)259,428241,285-18,14360,01158,5414.46%-1,470
UBER TECHNOLOGIES INC(UBER)217,765222,814+5,04917,79416,0271.22%-1,767
TJX COS INC NEW(TJX)780,376729,324-51,052119,874116,4738.87%-3,401
SHERWIN WILLIAMS CO(SHW)202,862192,396-10,46665,73361,6734.70%-4,061
PROGRESSIVE CORP(PGR)148,581145,820-2,76133,83528,9072.20%-4,928
AMAZON COM INC(AMZN)247,314242,034-5,28057,08550,4083.84%-6,677
NVIDIA CORPORATION(NVDA)467,689460,816-6,87387,22480,3666.12%-6,858
VISA INC(V)156,676153,103-3,57354,94846,2743.52%-8,674
COINBASE GLOBAL INC(COIN)38,5900-38,5908,7270-8,727
DISNEY WALT CO(DIS)397,939366,306-31,63345,27435,3052.69%-9,969
MASTERCARD INCORPORATED(MA)19,283585-18,69811,0082920.02%-10,716
APPLE INC(AAPL)344,324324,381-19,94393,60882,3256.27%-11,283
JPMORGAN CHASE & CO(JPM)354,057331,239-22,818114,08497,4377.42%-16,647
INTUIT(INTU)60,65535,462-25,19340,17915,3331.17%-24,846
MICROSOFT CORP(MSFT)228,803215,538-13,265110,65479,7866.08%-30,868
ACCENTURE PLC IRELAND
SHS CLASS A
179,3381,375-177,96348,1162730.02%-47,844
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