Fund HoldingsWilkinson Global Asset Management LLC

Total Portfolio Value
$1.60B
Total Bought
$62.08M
Total Sold
$113.80M
Net Transaction
-$51.72M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
SHERWIN WILLIAMS CO(SHW)152,584220,333+67,74951,86876,9384.81%+25,070
AMGEN INC(AMGN)279,105276,247-2,85872,74686,0655.38%+13,319
PROGRESSIVE CORP(PGR)157,576158,536+96037,75744,8672.81%+7,110
VISA INC(V)163,394164,089+69551,63957,5073.60%+5,868
LINDE PLC(LIN)120,069120,539+47050,26956,1283.51%+5,858
DEERE & CO(DE)134,947133,255-1,69257,17762,5433.91%+5,366
WATSCO INC(WSO)87,12887,168+4041,28944,3072.77%+3,018
KINSALE CAP GROUP INC(KNSL)40,40244,172+3,77018,79221,4991.34%+2,707
UNION PAC CORP(UNP)316,540311,853-4,68772,18473,6724.61%+1,488
JPMORGAN CHASE & CO.(JPM)455,408448,529-6,879109,166110,0246.88%+858
COSTCO WHSL CORP NEW(COST)0827+82707820.05%+782
ABBVIE INC(ABBV)18,60818,388-2203,3073,8530.24%+546
BERKSHIRE HATHAWAY INC DEL6,8206,510-3103,0913,4670.22%+376
ZOETIS INC(ZTS)116,432117,113+68118,97019,2831.21%+312
EXXON MOBIL CORP23,40622,953-4532,5182,7300.17%+212
SCHWAB CHARLES CORP(SCHW)02,580+2,58002020.01%+202
JOHNSON & JOHNSON(JNJ)15,64114,801-8402,2622,4550.15%+193
MCDONALDS CORP(MCD)8,7958,715-802,5502,7220.17%+173
TRACTOR SUPPLY CO(TSCO)27,25028,765+1,5151,4461,5850.10%+139
SPDR GOLD TR(GLD)3,1503,000-1507638640.05%+102
PINNACLE WEST CAP CORP(PNW)9,0009,00007638570.05%+94
INTELLICHECK INC205,402216,116+10,7145756550.04%+80
IDEXX LABS INC(IDXX)3,0303,155+1251,2531,3250.08%+72
MPLX LP(MPLX)11,44511,44505486130.04%+65
UNIVERSAL HEALTH RLTY INCOME17,00017,00006336960.04%+64
FERRARI N V
COM
8,2858,375+903,5203,5830.22%+64
SONY GROUP CORP(SONY)13,65013,65002893470.02%+58
MERCADOLIBRE INC(MELI)22122103764310.03%+55
WELLS FARGO CO NEW(WFC)30,40030,40002,1352,1820.14%+47
3M CO(MMM)1,8331,83302372690.02%+33
WILLIAMS COS INC(WMB)5,3505,35002903200.02%+30
ASTRAZENECA PLC(AZN)5,7405,370-3703763950.02%+19
FISERV INC(FISV)1,0651,06502192350.01%+16
WEYERHAEUSER CO MTN BE(WY)10,40010,40002933050.02%+12
APPLIED INDL TECHNOLOGIES IN(AIT)4,8405,190+3501,1591,1700.07%+10
CYBERARK SOFTWARE LTD1,7101,71005705780.04%+8
ELI LILLY & CO(LLY)441420-213403470.02%+6
CHEVRON CORP NEW(CVX)6,5935,738-8559559600.06%+5
CONOCOPHILLIPS(COP)2,6792,500-1792662630.02%-3
EOG RES INC(EOG)3,0202,860-1603703670.02%-3
CANADIAN PACIFIC KANSAS CITY(CP)4,0354,03502922830.02%-9
DIAMONDBACK ENERGY INC(FANG)3,0503,05005004880.03%-12
ASML HOLDING N V
N Y REGISTRY SHS
46046003193050.02%-14
NOVO-NORDISK A S(NVO)2,9803,380+4002562350.01%-22
APPLIED MATLS INC1,7811,696-852902460.02%-44
WEX INC(WEX)2,4502,45004303850.02%-45
CUMMINS INC(CMI)860805-553002520.02%-47
ENTERPRISE PRODS PARTNERS L(EPD)33,35029,075-4,2751,0469930.06%-53
AFFILIATED MANAGERS GROUP IN3,4003,200-2006295380.03%-91
MORGAN STANLEY(MS)2,7742,174-6003492540.02%-95
OLD DOMINION FREIGHT LINE IN(ODFL)101,686107,819+6,13317,93717,8391.12%-99
ROSS STORES INC(ROST)5,2655,26507966730.04%-124
LOWES COS INC(LOW)8,0307,910-1201,9821,8450.12%-137
PALO ALTO NETWORKS INC(PANW)1,1200-1,1202040-204
ALPHABET INC(GOOG)5,1974,817-3809847450.05%-239
CONSTELLATION BRANDS INC(STZ)1,2600-1,2602780-278
ALPHABET INC(GOOG)3,2152,115-1,1006123300.02%-282
ORACLE CORP(ORCL)1,7200-1,7202870-287
NETFLIX INC(NFLX)3390-3393020-302
MERCK & CO INC(MRK)28,11527,585-5302,7972,4760.15%-321
META PLATFORMS INC(META)1,215654-5617113770.02%-334
PARKER-HANNIFIN CORP(PH)40,22341,481+1,25825,58325,2141.58%-369
BOOKING HOLDINGS INC(BKNG)790-793930-393
TJX COS INC NEW(TJX)1,006,161990,071-16,090121,554120,5917.54%-964
BUILDERS FIRSTSOURCE INC(BLDR)72,08873,746+1,65810,3049,2140.58%-1,090
INTUIT(INTU)64,50164,235-26640,53939,4402.47%-1,099
COCA COLA CO(KO)20,7000-20,7001,2890-1,289
THERMO FISHER SCIENTIFIC INC(TMO)63,72963,985+25633,15431,8391.99%-1,315
POOL CORP(POOL)73,21673,186-3024,96223,2991.46%-1,663
HDFC BANK LTD(HDB)30,6554,094-26,5611,9582720.02%-1,686
ANALOG DEVICES INC(ADI)199,431199,223-20842,37140,1772.51%-2,194
YETI HLDGS INC(YETI)429,916432,152+2,23616,55614,3040.89%-2,252
TEXAS INSTRS INC(TXN)384,293378,563-5,73072,05968,0284.25%-4,031
CHIPOTLE MEXICAN GRILL INC(CMG)578,602582,527+3,92534,89029,2491.83%-5,641
TOYOTA MOTOR CORP(TM)300,513294,462-6,05158,48351,9813.25%-6,501
DISNEY WALT CO(DIS)500,371493,059-7,31255,71648,6653.04%-7,051
AMAZON COM INC(AMZN)258,010256,833-1,17756,60548,8653.06%-7,740
ACCENTURE PLC IRELAND
SHS CLASS A
224,790222,051-2,73979,07969,2894.33%-9,790
MICROSOFT CORP(MSFT)275,511271,516-3,995116,128101,9246.37%-14,203
APPLE INC(AAPL)445,456437,707-7,749111,55197,2286.08%-14,323
NVIDIA CORPORATION(NVDA)592,268590,908-1,36079,53664,0434.00%-15,493
Page 1 of 1