Fund HoldingsWilkinson Global Asset Management LLC

Total Portfolio Value
$1.66B
Total Bought
$48.51M
Total Sold
$109.35M
Net Transaction
-$60.84M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
BUILDERS FIRSTSOURCE INC(BLDR)7,25069,944+62,6941,00313,5590.82%+12,556
PARKER-HANNIFIN CORP(PH)24,56739,093+14,52612,42624,7001.49%+12,274
TEXAS INSTRS INC(TXN)351,031388,853+37,82268,28680,3254.84%+12,039
SHERWIN WILLIAMS CO(SHW)157,159153,390-3,76946,90158,5443.53%+11,643
ACCENTURE PLC IRELAND
SHS CLASS A
233,016227,142-5,87470,69980,2904.84%+9,591
APPLE INC(AAPL)460,879449,142-11,73797,070104,6506.31%+7,580
UNION PAC CORP(UNP)315,422319,379+3,95771,36778,7214.74%+7,353
PROGRESSIVE CORP(PGR)162,257159,082-3,17533,70240,3692.43%+6,666
POOL CORP(POOL)75,64274,073-1,56923,24727,9111.68%+4,664
DEERE & CO(DE)130,968128,402-2,56648,93453,5863.23%+4,652
THERMO FISHER SCIENTIFIC INC(TMO)65,65864,122-1,53636,30939,6642.39%+3,355
LINDE PLC(LIN)124,071121,171-2,90054,44457,7823.48%+3,338
OLD DOMINION FREIGHT LINE IN(ODFL)104,421105,489+1,06818,44120,9541.26%+2,514
ZOETIS INC(ZTS)118,689117,104-1,58520,57622,8801.38%+2,304
WATSCO INC(WSO)88,57587,326-1,24941,03142,9542.59%+1,922
VISA INC(V)166,963163,221-3,74243,82344,8782.70%+1,055
YETI HLDGS INC(YETI)445,961440,326-5,63517,01318,0671.09%+1,053
JPMORGAN CHASE & CO.(JPM)505,269489,380-15,889102,196103,1916.22%+995
CHIPOTLE MEXICAN GRILL INC(CMG)406,250452,787+46,53725,45226,0901.57%+638
FERRARI N V
COM
8,2858,28503,3833,8950.23%+512
ABBVIE INC(ABBV)18,86218,630-2323,2353,6790.22%+444
MCDONALDS CORP(MCD)8,7958,79502,2412,6780.16%+437
LOWES COS INC(LOW)9,2509,130-1202,0392,4730.15%+434
KINSALE CAP GROUP INC(KNSL)3,9853,98501,5351,8550.11%+320
IDEXX LABS INC(IDXX)2,5253,030+5051,2301,5310.09%+301
3M CO(MMM)01,833+1,83302510.02%+251
TRACTOR SUPPLY CO(TSCO)4,9455,445+5001,3351,5840.10%+249
AMGEN INC(AMGN)293,369285,182-8,18791,66391,8885.54%+225
COCA COLA CO(KO)20,70020,70001,3181,4880.09%+170
JOHNSON & JOHNSON(JNJ)16,75916,151-6082,4492,6170.16%+168
MERCADOLIBRE INC(MELI)198221+233254530.03%+128
UNIVERSAL HEALTH RLTY INCOME17,00017,00006657780.05%+112
PINNACLE WEST CAP CORP(PNW)9,0009,00006877970.05%+110
SPDR GOLD TR(GLD)3,1503,15006777660.05%+88
META PLATFORMS INC(META)1,2401,24006257100.04%+85
WEX INC(WEX)2,4502,45004345140.03%+80
WEYERHAEUSER CO MTN BE(WY)10,40010,40002953520.02%+57
ORACLE CORP(ORCL)1,7201,72002432930.02%+50
AFFILIATED MANAGERS GROUP IN3,6003,400-2005626050.04%+42
CUMMINS INC(CMI)86086002382780.02%+40
SONY GROUP CORP(SONY)2,7302,73002322640.02%+32
ROSS STORES INC(ROST)6,0156,01508749050.05%+31
CYBERARK SOFTWARE LTD1,7101,71004684990.03%+31
CANADIAN PACIFIC KANSAS CITY(CP)4,0354,03503183450.02%+27
BERKSHIRE HATHAWAY INC DEL7,6686,835-8333,1193,1460.19%+27
WILLIAMS COS INC(WMB)7,0007,00002983200.02%+22
MPLX LP(MPLX)11,44511,44504875090.03%+21
BOOKING HOLDINGS INC(BKNG)797903133330.02%+20
MORGAN STANLEY(MS)2,7742,77402702890.02%+20
MONDELEZ INTL INC(MDLZ)3,1003,000-1002032210.01%+18
EXXON MOBIL CORP24,52024,188-3322,8232,8350.17%+13
NETFLIX INC(NFLX)33933902292400.01%+12
CONSTELLATION BRANDS INC(STZ)1,4051,355-503613490.02%-12
ASTRAZENECA PLC(AZN)6,1135,740-3734774470.03%-30
EOG RES INC(EOG)3,6903,520-1704644330.03%-32
ELI LILLY & CO(LLY)471441-304263910.02%-36
ALPHABET INC(GOOG)3,2453,24505955430.03%-53
NOVO-NORDISK A S(NVO)3,3803,38004824020.02%-80
APPLIED MATLS INC1,8681,781-874413600.02%-81
ALPHABET INC(GOOG)5,1975,19709478620.05%-85
ASML HOLDING N V
N Y REGISTRY SHS
46046004703830.02%-87
WELLS FARGO CO NEW(WFC)30,40030,40001,8051,7170.10%-88
CONOCOPHILLIPS(COP)3,3452,679-6663832820.02%-101
ENTERPRISE PRODS PARTNERS L(EPD)37,80033,350-4,4501,0959710.06%-125
DIAMONDBACK ENERGY INC(FANG)3,3003,050-2506615260.03%-135
APA CORPORATION(APA)6,9950-6,9952060-206
INTELLICHECK INC182,805191,577+8,7726254160.03%-209
PEPSICO INC(PEP)1,3000-1,3002140-214
PALO ALTO NETWORKS INC(PANW)8460-8462870-287
MERCK & CO INC(MRK)28,15528,15503,4863,1970.19%-288
CHEVRON CORP NEW(CVX)17,70716,783-9242,7702,4720.15%-298
BLACKSTONE MTG TR INC(BXMT)21,0000-21,0003660-366
ANALOG DEVICES INC(ADI)203,398199,896-3,50246,42846,0102.77%-418
HDFC BANK LTD(HDB)459,214445,899-13,31529,54127,8951.68%-1,646
TJX COS INC NEW(TJX)1,108,8241,018,878-89,946122,082119,7597.22%-2,323
AMAZON COM INC(AMZN)262,983257,553-5,43050,82147,9902.89%-2,832
INTUIT(INTU)65,84964,659-1,19043,27740,1532.42%-3,123
DISNEY WALT CO(DIS)524,524507,014-17,51052,08048,7702.94%-3,310
TOYOTA MOTOR CORP(TM)315,051305,733-9,31864,57654,5953.29%-9,981
NVIDIA CORPORATION(NVDA)677,520597,480-80,04083,70172,5584.37%-11,143
MICROSOFT CORP(MSFT)295,166277,616-17,550131,924119,4587.20%-12,466
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