Fund HoldingsWilkinson Global Asset Management LLC

Total Portfolio Value
$1.59B
Total Bought
$127.33M
Total Sold
$310.61M
Net Transaction
-$183.28M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0290,048+290,048065,6934.13%+65,693
SPOTIFY TECHNOLOGY S A(SPOT)043,174+43,174033,1292.08%+33,129
MICROSOFT CORP(MSFT)271,516254,546-16,970101,924126,6147.96%+24,689
NVIDIA CORPORATION(NVDA)590,908557,453-33,45564,04388,0725.54%+24,029
MASTERCARD INCORPORATED(MA)020,506+20,506011,5230.72%+11,523
COINBASE GLOBAL INC(COIN)026,166+26,16609,1710.58%+9,171
INTUIT(INTU)64,23561,705-2,53039,44048,6013.06%+9,161
DISNEY WALT CO(DIS)493,059456,028-37,03148,66556,5523.56%+7,887
KINSALE CAP GROUP INC(KNSL)44,17256,689+12,51721,49927,4321.72%+5,933
AMAZON COM INC(AMZN)256,833246,898-9,93548,86554,1673.41%+5,302
ANALOG DEVICES INC(ADI)199,223188,032-11,19140,17744,7552.81%+4,578
JPMORGAN CHASE & CO.(JPM)448,529393,242-55,287110,024114,0057.17%+3,981
TEXAS INSTRS INC(TXN)378,563346,194-32,36968,02871,8774.52%+3,849
CHIPOTLE MEXICAN GRILL INC(CMG)582,527546,157-36,37029,24930,6671.93%+1,418
PARKER-HANNIFIN CORP(PH)41,48137,781-3,70025,21426,3891.66%+1,175
DEERE & CO(DE)133,255124,114-9,14162,54363,1113.97%+567
INTELLICHECK INC216,116226,285+10,1696551,2200.08%+565
SPDR S&P MIDCAP 400 ETF TR(MDY)0940+94005330.03%+533
FERRARI N V
COM
8,3758,165-2103,5834,0070.25%+423
NETFLIX INC(NFLX)0204+20402730.02%+273
WELLS FARGO CO NEW(WFC)30,40030,40002,1822,4360.15%+253
IMPERIAL OIL LTD(IMO)02,695+2,69502140.01%+214
MERCADOLIBRE INC(MELI)22122104315780.04%+146
STAR GROUP L P010,000+10,00001170.01%+117
META PLATFORMS INC(META)65465403774830.03%+106
ASML HOLDING N V
N Y REGISTRY SHS
460465+53053730.02%+68
MORGAN STANLEY(MS)2,1742,224+502543130.02%+60
SONY GROUP CORP(SONY)13,65015,330+1,6803473990.03%+52
ALPHABET INC(GOOG)2,1152,11503303750.02%+45
CANADIAN PACIFIC KANSAS CITY(CP)4,0354,03502833200.02%+37
SCHWAB CHARLES CORP(SCHW)2,5802,58002022350.01%+33
SPDR GOLD TR(GLD)3,0002,915-858648890.06%+24
WILLIAMS COS INC(WMB)5,3505,35003203360.02%+16
3M CO(MMM)1,8331,83302692790.02%+10
NOVO-NORDISK A S(NVO)3,3803,38002352330.01%-1
UNIVERSAL HEALTH RLTY INCOME17,00017,00006966790.04%-17
ELI LILLY & CO(LLY)42042003473270.02%-19
CYBERARK SOFTWARE LTD1,7101,370-3405785570.04%-21
WEX INC(WEX)2,4502,45003853600.02%-25
ROSS STORES INC(ROST)5,2654,965-3006736330.04%-39
EOG RES INC(EOG)2,8602,700-1603673230.02%-44
PINNACLE WEST CAP CORP(PNW)9,0009,00008578050.05%-52
CONOCOPHILLIPS(COP)2,5002,250-2502632020.01%-61
DIAMONDBACK ENERGY INC(FANG)3,0503,05004884190.03%-69
LOWES COS INC(LOW)7,9107,800-1101,8451,7310.11%-114
MCDONALDS CORP(MCD)8,7158,655-602,7222,5290.16%-194
FISERV INC(FISV)1,0650-1,0652350-235
APPLIED MATLS INC1,6960-1,6962460-246
ALPHABET INC(GOOG)4,8172,807-2,0107454950.03%-250
CUMMINS INC(CMI)8050-8052520-252
JOHNSON & JOHNSON(JNJ)14,80114,320-4812,4552,1870.14%-267
HDFC BANK LTD(HDB)4,0940-4,0942720-272
EXXON MOBIL CORP22,95322,643-3102,7302,4410.15%-289
MERCK & CO INC(MRK)27,58527,58502,4762,1840.14%-292
WEYERHAEUSER CO MTN BE(WY)10,4000-10,4003050-305
AFFILIATED MANAGERS GROUP IN3,2001,065-2,1355382100.01%-328
BERKSHIRE HATHAWAY INC DEL6,5106,445-653,4673,1310.20%-336
ASTRAZENECA PLC(AZN)5,3700-5,3703950-395
CHEVRON CORP NEW(CVX)5,7383,545-2,1939605080.03%-452
ABBVIE INC(ABBV)18,38817,905-4833,8533,3240.21%-529
COSTCO WHSL CORP NEW(COST)827230-5977822280.01%-554
MPLX LP(MPLX)11,4450-11,4456130-613
ENTERPRISE PRODS PARTNERS L(EPD)29,07510,640-18,4359933300.02%-663
APPLIED INDL TECHNOLOGIES IN(AIT)5,1900-5,1901,1700-1,170
VISA INC(V)164,089158,274-5,81557,50756,1953.53%-1,311
IDEXX LABS INC(IDXX)3,1550-3,1551,3250-1,325
TRACTOR SUPPLY CO(TSCO)28,7650-28,7651,5850-1,585
OLD DOMINION FREIGHT LINE IN(ODFL)107,81999,250-8,56917,83916,1081.01%-1,730
SHERWIN WILLIAMS CO(SHW)220,333217,428-2,90576,93874,6564.69%-2,282
ZOETIS INC(ZTS)117,113105,397-11,71619,28316,4371.03%-2,846
LINDE PLC(LIN)120,539111,289-9,25056,12852,2153.28%-3,913
PROGRESSIVE CORP(PGR)158,536150,176-8,36044,86740,0762.52%-4,791
UNION PAC CORP(UNP)311,853287,762-24,09173,67266,2084.16%-7,464
ACCENTURE PLC IRELAND
SHS CLASS A
222,051205,287-16,76469,28961,3583.86%-7,931
WATSCO INC(WSO)87,16881,475-5,69344,30735,9812.26%-8,327
BUILDERS FIRSTSOURCE INC(BLDR)73,7460-73,7469,2140-9,214
TJX COS INC NEW(TJX)990,071895,585-94,486120,591110,5966.95%-9,995
YETI HLDGS INC(YETI)432,1520-432,15214,3040-14,304
AMGEN INC(AMGN)276,247253,635-22,61286,06570,8174.45%-15,247
APPLE INC(AAPL)437,707378,207-59,50097,22877,5974.88%-19,631
POOL CORP(POOL)73,1860-73,18623,2990-23,299
THERMO FISHER SCIENTIFIC INC(TMO)63,9854,280-59,70531,8391,7350.11%-30,104
TOYOTA MOTOR CORP(TM)294,4628,035-286,42751,9811,3840.09%-50,597
Page 1 of 1