Fund HoldingsWilkinson Global Asset Management LLC

Total Portfolio Value
$1.45B
Total Bought
$10.46M
Total Sold
$140.48M
Net Transaction
-$130.02M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MICROSOFT CORP(MSFT)317,309315,753-1,556100,190118,7368.19%+18,545
UNION PAC CORP(UNP)332,031331,054-97767,61181,3135.61%+13,702
JPMORGAN CHASE & CO(JPM)535,287534,324-96377,62790,8896.27%+13,261
ACCENTURE PLC IRELAND
SHS CLASS A
247,503246,600-90376,01186,5345.97%+10,524
APPLE INC(AAPL)507,886506,061-1,82586,95597,4326.72%+10,477
SHERWIN WILLIAMS CO(SHW)170,022165,969-4,05343,36451,7663.57%+8,402
INTUIT(INTU)70,76069,232-1,52836,15443,2722.99%+7,118
TEXAS INSTRS INC(TXN)330,321345,080+14,75952,52458,8224.06%+6,298
AMAZON COM INC(AMZN)263,052256,792-6,26033,43939,0172.69%+5,578
AMGEN INC(AMGN)274,167273,932-23573,68578,8985.44%+5,213
TJX COS INC NEW(TJX)1,189,0161,180,660-8,356105,680110,7587.64%+5,078
VISA INC(V)176,132172,674-3,45840,51244,9563.10%+4,444
ANALOG DEVICES INC(ADI)216,012211,466-4,54637,82241,9892.90%+4,167
NVIDIA CORPORATION(NVDA)74,06972,406-1,66332,21935,8572.47%+3,638
CHIPOTLE MEXICAN GRILL INC(CMG)8,3708,293-7715,33218,9661.31%+3,633
HDFC BANK LTD(HDB)514,952502,893-12,05930,38733,7492.33%+3,362
WATSCO INC(WSO)76,21174,756-1,45528,78632,0312.21%+3,244
PROGRESSIVE CORP(PGR)171,354167,832-3,52223,87026,7321.84%+2,863
POOL CORP(POOL)82,06480,318-1,74629,22332,0242.21%+2,801
DISNEY WALT CO(DIS)561,609532,912-28,69745,51848,1173.32%+2,598
ZOETIS INC(ZTS)125,226122,764-2,46221,78724,2301.67%+2,443
DEERE & CO(DE)136,962134,958-2,00451,68753,9663.72%+2,279
LINDE PLC(LIN)41,80342,078+27515,56517,2821.19%+1,717
TOYOTA MOTOR CORP(TM)358,160358,525+36564,37965,7464.54%+1,367
YETI HLDGS INC(YETI)463,743454,303-9,44022,36223,5241.62%+1,162
THERMO FISHER SCIENTIFIC INC(TMO)69,67468,227-1,44735,26736,2142.50%+947
FERRARI N V
COM
9,8859,88502,9213,3450.23%+424
IDEXX LABS INC(IDXX)2,5252,52501,1041,4020.10%+297
PARKER-HANNIFIN CORP(PH)4,1204,12001,6051,8980.13%+293
MCDONALDS CORP(MCD)8,9008,895-52,3452,6370.18%+293
WELLS FARGO CO NEW(WFC)30,40030,40001,2421,4960.10%+254
PALO ALTO NETWORKS INC(PANW)0846+84602490.02%+249
NIKE INC(NKE)02,000+2,00002170.01%+217
ABBOTT LABS01,926+1,92602120.01%+212
3M CO(MMM)01,833+1,83302000.01%+200
MERCK & CO INC(MRK)31,37331,125-2483,2303,3930.23%+163
ROSS STORES INC(ROST)6,0206,015-56808320.06%+152
LOWES COS INC(LOW)9,2509,25001,9232,0590.14%+136
ABBVIE INC(ABBV)18,11218,11202,7002,8070.19%+107
COCA COLA CO(KO)21,47522,095+6201,2021,3020.09%+100
CYBERARK SOFTWARE LTD1,7101,71002803750.03%+95
AFFILIATED MANAGERS GROUP IN4,1034,10305356210.04%+86
NETFLIX INC(NFLX)748743-52823620.02%+79
DUKE ENERGY CORP NEW(DUK)9,0009,00007948730.06%+79
ASML HOLDING N V
N Y REGISTRY SHS
46046002713480.02%+77
UNITED PARCEL SERVICE INC(UPS)3,6774,112+4355736470.04%+73
BOOKING HOLDINGS INC(BKNG)14914904605290.04%+69
SPDR GOLD TR(GLD)3,2003,20005496120.04%+63
META PLATFORMS INC(META)1,8451,740-1055546160.04%+62
MORGAN STANLEY(MS)5,5495,484-654535110.04%+58
TRACTOR SUPPLY CO(TSCO)4,5754,57509299840.07%+55
UNIVERSAL HEALTH RLTY INCOME17,00017,00006877350.05%+48
WEYERHAEUSER CO MTN BE(WY)10,40010,40003193620.02%+43
WASTE MGMT INC DEL(WM)1,5501,55002362780.02%+41
ALPHABET INC(GOOG)6,3916,245-1468438800.06%+37
NOVO-NORDISK A S(NVO)2,9802,98002713080.02%+37
APPLIED MATLS INC1,8381,793-452542910.02%+36
ALPHABET INC(GOOG)5,2975,197-1006937260.05%+33
BERKSHIRE HATHAWAY INC DEL8,4238,333-902,9512,9720.21%+21
CANADIAN PACIFIC KANSAS CITY(CP)4,0354,03503003190.02%+19
WEX INC(WEX)2,4502,45004614770.03%+16
MPLX LP(MPLX)11,44511,44504074200.03%+13
CUMMINS INC(CMI)99099002262370.02%+11
MONDELEZ INTL INC(MDLZ)3,0003,00002082170.01%+9
WILLIAMS COS INC(WMB)7,6507,65002582660.02%+9
DIAMONDBACK ENERGY INC(FANG)3,3003,30005115120.04%+1
ASTRAZENECA PLC(AZN)7,1737,17304864830.03%-3
ELI LILLY & CO(LLY)571521-503073040.02%-3
COGNEX CORP(CGNX)9,3909,380-103993920.03%-7
PROCTER AND GAMBLE CO(PG)2,1252,050-753103000.02%-10
WALMART INC(WMT)1,4761,426-502362250.02%-11
AUTOMATIC DATA PROCESSING IN885860-252132000.01%-13
PINNACLE WEST CAP CORP(PNW)9,0009,00006636470.04%-17
EOG RES INC(EOG)3,6903,69004684460.03%-21
CONSTELLATION BRANDS INC(STZ)2,3102,305-55815570.04%-23
TARGET CORP(TGT)2,3051,615-6902552300.02%-25
INTELLICHECK INC145,062158,395+13,3333263010.02%-25
CONOCOPHILLIPS(COP)3,5493,438-1114253990.03%-26
PIONEER NAT RES CO2,0051,905-1004604280.03%-32
APA CORPORATION(APA)6,9956,99502872510.02%-37
ENTERPRISE PRODS PARTNERS L(EPD)38,30038,30001,0481,0090.07%-39
BLACKSTONE MTG TR INC(BXMT)88,00088,00001,9141,8720.13%-42
APTIV PLC(APTV)13,10013,10001,2921,1750.08%-116
ORACLE CORP(ORCL)3,4212,090-1,3313622200.02%-142
INFOSYS LTD(INFY)10,0000-10,0001710-171
CISCO SYS INC(CSCO)8,1644,794-3,3704392420.02%-197
SONY GROUP CORP(SONY)2,7600-2,7602270-227
KINSALE CAP GROUP INC(KNSL)2,9752,97501,2329960.07%-236
RTX CORPORATION(RTX)3,7850-3,7852720-272
CHEVRON CORP NEW(CVX)17,13217,13202,8892,5550.18%-333
EXXON MOBIL CORP24,51824,438-802,8832,4430.17%-440
PFIZER INC(PFE)14,2070-14,2074710-471
NEXTERA ENERGY INC(NEE)10,6000-10,6006070-607
JOHNSON & JOHNSON(JNJ)28,88619,868-9,0184,4993,1140.21%-1,385
Page 1 of 1