Fund HoldingsWilkinson Global Asset Management LLC

Total Portfolio Value
$1.59B
Total Bought
$88.31M
Total Sold
$147.94M
Net Transaction
-$59.63M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
LINDE PLC(LIN)42,078111,296+69,21817,28251,6773.25%+34,395
NVIDIA CORPORATION(NVDA)72,40671,865-54135,85764,9344.08%+29,077
TOYOTA MOTOR CORP(TM)358,525339,540-18,98565,74685,4555.37%+19,709
DISNEY WALT CO(DIS)532,912527,966-4,94648,11764,6024.06%+16,485
JPMORGAN CHASE & CO(JPM)534,324510,883-23,44190,889102,3306.43%+11,441
OLD DOMINION FREIGHT LINE IN(ODFL)050,090+50,090010,9850.69%+10,985
AMAZON COM INC(AMZN)256,792259,323+2,53139,01746,7772.94%+7,760
PROGRESSIVE CORP(PGR)167,832166,729-1,10326,73234,4832.17%+7,751
MICROSOFT CORP(MSFT)315,753300,468-15,285118,736126,4137.95%+7,677
WATSCO INC(WSO)74,75691,850+17,09432,03139,6762.49%+7,646
AMGEN INC(AMGN)273,932298,416+24,48478,89884,8465.33%+5,948
CHIPOTLE MEXICAN GRILL INC(CMG)8,2938,330+3718,96624,2131.52%+5,248
SHERWIN WILLIAMS CO(SHW)165,969163,620-2,34951,76656,8303.57%+5,064
THERMO FISHER SCIENTIFIC INC(TMO)68,22768,469+24236,21439,7952.50%+3,581
VISA INC(V)172,674172,742+6844,95648,2093.03%+3,253
TJX COS INC NEW(TJX)1,180,6601,123,742-56,918110,758113,9707.17%+3,212
INTUIT(INTU)69,23268,814-41843,27244,7292.81%+1,457
DEERE & CO(DE)134,958134,615-34353,96655,2923.48%+1,326
BUILDERS FIRSTSOURCE INC(BLDR)06,205+6,20501,2940.08%+1,294
FERRARI N V
COM
9,8859,88503,3454,3090.27%+964
ABBVIE INC(ABBV)18,11218,862+7502,8073,4350.22%+628
MERCK & CO INC(MRK)31,12530,165-9603,3933,9800.25%+587
KINSALE CAP GROUP INC(KNSL)2,9752,97509961,5610.10%+565
PARKER-HANNIFIN CORP(PH)4,1204,12001,8982,2900.14%+392
EXXON MOBIL CORP24,43823,758-6802,4432,7620.17%+318
TRACTOR SUPPLY CO(TSCO)4,5754,945+3709841,2940.08%+310
INTELLICHECK INC158,395174,184+15,7893016060.04%+305
MERCADOLIBRE INC(MELI)0198+19802990.02%+299
LOWES COS INC(LOW)9,2509,25002,0592,3560.15%+298
BERKSHIRE HATHAWAY INC DEL8,3337,708-6252,9723,2410.20%+269
WELLS FARGO CO NEW(WFC)30,40030,40001,4961,7620.11%+266
CHEVRON CORP NEW(CVX)17,13217,857+7252,5552,8170.18%+261
POOL CORP(POOL)80,31879,973-34532,02432,2692.03%+246
SONY GROUP CORP(SONY)02,730+2,73002340.01%+234
DIAMONDBACK ENERGY INC(FANG)3,3003,30005126540.04%+142
NOVO-NORDISK A S(NVO)2,9803,380+4003084340.03%+126
WEX INC(WEX)2,4502,45004775820.04%+105
ELI LILLY & CO(LLY)52152103044050.03%+102
ASML HOLDING N V
N Y REGISTRY SHS
46046003484460.03%+98
ENTERPRISE PRODS PARTNERS L(EPD)38,30037,800-5001,0091,1030.07%+94
CYBERARK SOFTWARE LTD1,7101,71003754540.03%+80
APPLIED MATLS INC1,7931,79302913700.02%+79
PIONEER NAT RES CO1,9051,90504285000.03%+72
MPLX LP(MPLX)11,44511,44504204760.03%+55
ROSS STORES INC(ROST)6,0156,01508328830.06%+50
CANADIAN PACIFIC KANSAS CITY(CP)4,0354,03503193560.02%+37
SPDR GOLD TR(GLD)3,2003,150-506126480.04%+36
WALMART INC(WMT)1,4264,278+2,8522252570.02%+33
PROCTER AND GAMBLE CO(PG)2,0502,05003003330.02%+32
WILLIAMS COS INC(WMB)7,6507,65002662980.02%+32
CONOCOPHILLIPS(COP)3,4383,345-933994260.03%+27
PINNACLE WEST CAP CORP(PNW)9,0009,00006476730.04%+26
EOG RES INC(EOG)3,6903,69004464720.03%+25
CUMMINS INC(CMI)990860-1302372530.02%+16
AUTOMATIC DATA PROCESSING IN86086002002150.01%+14
WEYERHAEUSER CO MTN BE(WY)10,40010,40003623730.02%+12
ABBOTT LABS1,9261,92602122190.01%+7
ALPHABET INC(GOOG)5,1974,847-3507267320.05%+6
ORACLE CORP(ORCL)2,0901,720-3702202160.01%-4
MONDELEZ INTL INC(MDLZ)3,0003,00002172100.01%-7
PALO ALTO NETWORKS INC(PANW)84684602492400.02%-9
APA CORPORATION(APA)6,9956,99502512400.02%-10
AFFILIATED MANAGERS GROUP IN4,1033,600-5036216030.04%-18
CISCO SYS INC(CSCO)4,7944,194-6002422090.01%-33
COCA COLA CO(KO)22,09520,700-1,3951,3021,2660.08%-36
IDEXX LABS INC(IDXX)2,5252,52501,4021,3630.09%-38
ASTRAZENECA PLC(AZN)7,1736,113-1,0604834140.03%-69
MORGAN STANLEY(MS)5,4844,494-9905114230.03%-88
NETFLIX INC(NFLX)743440-3033622670.02%-95
META PLATFORMS INC(META)1,7401,065-6756165170.03%-99
UNIVERSAL HEALTH RLTY INCOME17,00017,00007356240.04%-111
MCDONALDS CORP(MCD)8,8958,885-102,6372,5050.16%-132
CONSTELLATION BRANDS INC(STZ)2,3051,405-9005573820.02%-175
BOOKING HOLDINGS INC(BKNG)14993-565293370.02%-191
3M CO(MMM)1,8330-1,8332000-200
NIKE INC(NKE)2,0000-2,0002170-217
TARGET CORP(TGT)1,6150-1,6152300-230
UNITED PARCEL SERVICE INC(UPS)4,1122,507-1,6056473730.02%-274
WASTE MGMT INC DEL(WM)1,5500-1,5502780-278
ALPHABET INC(GOOG)6,2453,845-2,4008805850.04%-295
JOHNSON & JOHNSON(JNJ)19,86817,798-2,0703,1142,8150.18%-299
ANALOG DEVICES INC(ADI)211,466210,365-1,10141,98941,6082.62%-381
COGNEX CORP(CGNX)9,3800-9,3803920-392
DUKE ENERGY CORP NEW(DUK)9,0000-9,0008730-873
BLACKSTONE MTG TR INC(BXMT)88,00042,000-46,0001,8728360.05%-1,036
APTIV PLC(APTV)13,1000-13,1001,1750-1,175
TEXAS INSTRS INC(TXN)345,080330,402-14,67858,82257,5593.62%-1,263
UNION PAC CORP(UNP)331,054318,190-12,86481,31378,2524.92%-3,061
ZOETIS INC(ZTS)122,764122,113-65124,23020,6631.30%-3,567
ACCENTURE PLC IRELAND
SHS CLASS A
246,600236,155-10,44586,53481,8545.15%-4,681
YETI HLDGS INC(YETI)454,303454,471+16823,52417,5201.10%-6,004
HDFC BANK LTD(HDB)502,893488,204-14,68933,74927,3251.72%-6,424
APPLE INC(AAPL)506,061465,810-40,25197,43279,8775.02%-17,555
Page 1 of 1