Fund HoldingsWilkinson Global Asset Management LLC

Total Portfolio Value
$1.30B
Total Bought
$47.95M
Total Sold
$87.53M
Net Transaction
-$39.58M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
CHIPOTLE MEXICAN GRILL INC(CMG)08,370+8,370015,3321.17%+15,332
LINDE PLC(LIN)4,00541,803+37,7981,52615,5651.19%+14,039
AMGEN INC(AMGN)276,492274,167-2,32561,38773,6855.65%+12,298
TOYOTA MOTOR CORP(TM)358,523358,160-36357,63364,3794.93%+6,747
YETI HLDGS INC(YETI)452,103463,743+11,64017,56022,3621.71%+4,802
TJX COS INC NEW(TJX)1,196,7861,189,016-7,770101,475105,6808.10%+4,204
INTUIT(INTU)70,50670,760+25432,30536,1542.77%+3,849
ZOETIS INC(ZTS)121,662125,226+3,56420,95121,7871.67%+835
MPLX LP(MPLX)011,445+11,44504070.03%+407
NOVO-NORDISK A S(NVO)02,980+2,98002710.02%+271
ABBVIE INC(ABBV)18,11218,11202,4402,7000.21%+260
EXXON MOBIL CORP24,51824,51802,6302,8830.22%+253
AUTOMATIC DATA PROCESSING IN0885+88502130.02%+213
CHEVRON CORP NEW(CVX)17,13217,13202,6962,8890.22%+193
KINSALE CAP GROUP INC(KNSL)2,9752,97501,1131,2320.09%+119
SHERWIN WILLIAMS CO(SHW)162,891170,022+7,13143,25143,3643.32%+113
BLACKSTONE MTG TR INC(BXMT)88,00088,00001,8311,9140.15%+83
DIAMONDBACK ENERGY INC(FANG)3,3003,30004335110.04%+78
ALPHABET INC(GOOG)5,1605,297+1376186930.05%+76
ALPHABET INC(GOOG)6,3606,391+317698430.06%+73
CONOCOPHILLIPS(COP)3,4383,549+1113564250.03%+69
BOOKING HOLDINGS INC(BKNG)14914904024600.04%+57
ELI LILLY & CO(LLY)550571+212583070.02%+49
APA CORPORATION(APA)6,9956,99502392870.02%+48
EOG RES INC(EOG)3,6903,69004224680.04%+45
PIONEER NAT RES CO2,0052,00504154600.04%+45
BERKSHIRE HATHAWAY INC DEL8,5288,423-1052,9082,9510.23%+43
ENTERPRISE PRODS PARTNERS L(EPD)38,30038,30001,0091,0480.08%+39
META PLATFORMS INC(META)1,8451,84505295540.04%+24
CISCO SYS INC(CSCO)8,1648,16404224390.03%+16
WEX INC(WEX)2,4502,45004464610.04%+15
CYBERARK SOFTWARE LTD1,7101,71002672800.02%+13
CONSTELLATION BRANDS INC(STZ)2,3102,31005695810.04%+12
INFOSYS LTD(INFY)10,00010,00001611710.01%+10
WILLIAMS COS INC(WMB)7,6507,65002502580.02%+8
ROSS STORES INC(ROST)6,0206,02006756800.05%+5
WALMART INC(WMT)1,4761,47602322360.02%+4
INTELLICHECK INC132,916145,062+12,1463283260.03%-2
PARKER-HANNIFIN CORP(PH)4,1204,12001,6071,6050.12%-2
APPLIED MATLS INC1,7931,838+452592540.02%-5
MONDELEZ INTL INC(MDLZ)3,0003,00002192080.02%-11
PROCTER AND GAMBLE CO(PG)2,1252,12503223100.02%-12
DUKE ENERGY CORP NEW(DUK)9,0009,00008087940.06%-13
CUMMINS INC(CMI)99099002432260.02%-17
MORGAN STANLEY(MS)5,5495,54904744530.03%-21
SONY GROUP CORP(SONY)2,7602,76002492270.02%-21
CANADIAN PACIFIC KANSAS CITY(CP)4,0354,03503263000.02%-26
ASTRAZENECA PLC(AZN)7,1737,17305134860.04%-28
WEYERHAEUSER CO MTN BE(WY)10,40010,40003493190.02%-30
SPDR GOLD TR(GLD)3,2503,200-505795490.04%-31
WASTE MGMT INC DEL(WM)1,5501,55002692360.02%-33
ORACLE CORP(ORCL)3,4213,42104073620.03%-45
APTIV PLC(APTV)13,10013,10001,3371,2920.10%-46
NETFLIX INC(NFLX)74874803292820.02%-47
TARGET CORP(TGT)2,3052,30503042550.02%-49
PFIZER INC(PFE)14,20714,20705214710.04%-50
WELLS FARGO CO NEW(WFC)30,40030,40001,2971,2420.10%-55
ASML HOLDING N V
N Y REGISTRY SHS
46046003332710.02%-63
PINNACLE WEST CAP CORP(PNW)9,0009,00007336630.05%-70
AFFILIATED MANAGERS GROUP IN4,1034,10306155350.04%-80
TRACTOR SUPPLY CO(TSCO)4,5754,57501,0129290.07%-83
UNITED PARCEL SERVICE INC(UPS)3,6773,67706595730.04%-86
COCA COLA CO(KO)21,47521,47501,2931,2020.09%-91
RTX CORPORATION(RTX)3,7853,78503712720.02%-98
UNIVERSAL HEALTH RLTY INCOME17,00017,00008096870.05%-122
COGNEX CORP(CGNX)9,3909,39005263990.03%-128
WATSCO INC(WSO)75,87176,211+34028,94328,7862.21%-156
IDEXX LABS INC(IDXX)2,5252,52501,2681,1040.08%-164
LOWES COS INC(LOW)9,2509,25002,0881,9230.15%-165
HEXCEL CORP NEW(HXL)2,7000-2,7002050-205
ABBOTT LABS1,9810-1,9812160-216
PALO ALTO NETWORKS INC(PANW)8460-8462160-216
NIKE INC(NKE)2,0000-2,0002210-221
NEXTERA ENERGY INC(NEE)11,17010,600-5708296070.05%-222
DOLLAR TREE INC(DLTR)1,7730-1,7732540-254
FERRARI N V
COM
9,8859,88503,2152,9210.22%-293
MCDONALDS CORP(MCD)8,9008,90002,6562,3450.18%-311
JOHNSON & JOHNSON(JNJ)29,11628,886-2304,8194,4990.34%-320
PEPSICO INC(PEP)1,7980-1,7983330-333
AMAZON COM INC(AMZN)259,635263,052+3,41733,84633,4392.56%-407
MERCK & CO INC(MRK)31,82531,373-4523,6723,2300.25%-442
ACCENTURE PLC IRELAND
SHS CLASS A
248,303247,503-80076,62176,0115.82%-611
JPMORGAN CHASE & CO(JPM)538,301535,287-3,01478,29077,6275.95%-663
UNION PAC CORP(UNP)334,403332,031-2,37268,42667,6115.18%-814
THERMO FISHER SCIENTIFIC INC(TMO)69,26469,674+41036,13835,2672.70%-872
KRAFT HEINZ CO(KHC)26,0980-26,0989260-926
POOL CORP(POOL)80,97982,064+1,08530,33829,2232.24%-1,115
VISA INC(V)176,016176,132+11641,80040,5123.10%-1,288
ANALOG DEVICES INC(ADI)214,579216,012+1,43341,80237,8222.90%-3,981
DEERE & CO(DE)137,704136,962-74255,79651,6873.96%-4,110
DISNEY WALT CO(DIS)562,629561,609-1,02050,23245,5183.49%-4,713
HDFC BANK LTD(HDB)522,977514,952-8,02536,45130,3872.33%-6,064
TEXAS INSTRS INC(TXN)330,483330,321-16259,49452,5244.03%-6,969
NVIDIA CORPORATION(NVDA)92,90074,069-18,83139,29932,2192.47%-7,079
MICROSOFT CORP(MSFT)319,478317,309-2,169108,795100,1907.68%-8,605
PROGRESSIVE CORP(PGR)247,136171,354-75,78232,71323,8701.83%-8,844
APPLE INC(AAPL)512,106507,886-4,22099,33386,9556.66%-12,378
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