Fund HoldingsWilkinson Global Asset Management LLC

Total Portfolio Value
$1.63B
Total Bought
$50.75M
Total Sold
$141.51M
Net Transaction
-$90.77M
Filing Period:
Securities
SharesValue ($K)
Q3 2024
Q4 2024
Change
Q3 2024
Q4 2024
Weight (%)
Change
KINSALE CAP GROUP INC(KNSL)3,98540,402+36,4171,85518,7921.16%+16,937
CHIPOTLE MEXICAN GRILL INC(CMG)452,787578,602+125,81526,09034,8902.14%+8,800
AMAZON COM INC(AMZN)257,553258,010+45747,99056,6053.48%+8,615
NVIDIA CORPORATION(NVDA)597,480592,268-5,21272,55879,5364.89%+6,978
DISNEY WALT CO(DIS)507,014500,371-6,64348,77055,7163.42%+6,947
APPLE INC(AAPL)449,142445,456-3,686104,650111,5516.86%+6,901
VISA INC(V)163,221163,394+17344,87851,6393.17%+6,761
JPMORGAN CHASE & CO.(JPM)489,380455,408-33,972103,191109,1666.71%+5,975
TOYOTA MOTOR CORP(TM)305,733300,513-5,22054,59558,4833.59%+3,888
DEERE & CO(DE)128,402134,947+6,54553,58657,1773.51%+3,591
TJX COS INC NEW(TJX)1,018,8781,006,161-12,717119,759121,5547.47%+1,795
APPLIED INDL TECHNOLOGIES IN(AIT)04,840+4,84001,1590.07%+1,159
PARKER-HANNIFIN CORP(PH)39,09340,223+1,13024,70025,5831.57%+883
WELLS FARGO CO NEW(WFC)30,40030,40001,7172,1350.13%+418
INTUIT(INTU)64,65964,501-15840,15340,5392.49%+386
FISERV INC(FISV)01,065+1,06502190.01%+219
PALO ALTO NETWORKS INC(PANW)01,120+1,12002040.01%+204
INTELLICHECK INC191,577205,402+13,8254165750.04%+159
ALPHABET INC(GOOG)5,1975,19708629840.06%+122
ENTERPRISE PRODS PARTNERS L(EPD)33,35033,35009711,0460.06%+75
CYBERARK SOFTWARE LTD1,7101,71004995700.04%+71
ALPHABET INC(GOOG)3,2453,215-305436120.04%+70
NETFLIX INC(NFLX)33933902403020.02%+62
BOOKING HOLDINGS INC(BKNG)797903333930.02%+60
MORGAN STANLEY(MS)2,7742,77402893490.02%+60
MPLX LP(MPLX)11,44511,44505095480.03%+39
SONY GROUP CORP(SONY)2,73013,650+10,9202642890.02%+25
AFFILIATED MANAGERS GROUP IN3,4003,40006056290.04%+24
CUMMINS INC(CMI)86086002783000.02%+21
META PLATFORMS INC(META)1,2401,215-257107110.04%+2
SPDR GOLD TR(GLD)3,1503,15007667630.05%-3
ORACLE CORP(ORCL)1,7201,72002932870.02%-6
3M CO(MMM)1,8331,83302512370.01%-14
CONOCOPHILLIPS(COP)2,6792,67902822660.02%-16
DIAMONDBACK ENERGY INC(FANG)3,0503,05005265000.03%-26
WILLIAMS COS INC(WMB)7,0005,350-1,6503202900.02%-30
PINNACLE WEST CAP CORP(PNW)9,0009,00007977630.05%-34
ELI LILLY & CO(LLY)44144103913400.02%-50
CANADIAN PACIFIC KANSAS CITY(CP)4,0354,03503452920.02%-53
BERKSHIRE HATHAWAY INC DEL6,8356,820-153,1463,0910.19%-55
WEYERHAEUSER CO MTN BE(WY)10,40010,40003522930.02%-59
EOG RES INC(EOG)3,5203,020-5004333700.02%-63
ASML HOLDING N V
N Y REGISTRY SHS
46046003833190.02%-64
APPLIED MATLS INC1,7811,78103602900.02%-70
CONSTELLATION BRANDS INC(STZ)1,3551,260-953492780.02%-71
ASTRAZENECA PLC(AZN)5,7405,74004473760.02%-71
MERCADOLIBRE INC(MELI)22122104533760.02%-78
WEX INC(WEX)2,4502,45005144300.03%-84
ROSS STORES INC(ROST)6,0155,265-7509057960.05%-109
MCDONALDS CORP(MCD)8,7958,79502,6782,5500.16%-129
TRACTOR SUPPLY CO(TSCO)5,44527,250+21,8051,5841,4460.09%-138
UNIVERSAL HEALTH RLTY INCOME17,00017,00007786330.04%-145
NOVO-NORDISK A S(NVO)3,3802,980-4004022560.02%-146
COCA COLA CO(KO)20,70020,70001,4881,2890.08%-199
MONDELEZ INTL INC(MDLZ)3,0000-3,0002210-221
IDEXX LABS INC(IDXX)3,0303,03001,5311,2530.08%-278
EXXON MOBIL CORP24,18823,406-7822,8352,5180.15%-318
JOHNSON & JOHNSON(JNJ)16,15115,641-5102,6172,2620.14%-355
ABBVIE INC(ABBV)18,63018,608-223,6793,3070.20%-372
FERRARI N V
COM
8,2858,28503,8953,5200.22%-375
MERCK & CO INC(MRK)28,15528,115-403,1972,7970.17%-400
LOWES COS INC(LOW)9,1308,030-1,1002,4731,9820.12%-491
ACCENTURE PLC IRELAND
SHS CLASS A
227,142224,790-2,35280,29079,0794.86%-1,211
YETI HLDGS INC(YETI)440,326429,916-10,41018,06716,5561.02%-1,511
CHEVRON CORP NEW(CVX)16,7836,593-10,1902,4729550.06%-1,517
WATSCO INC(WSO)87,32687,128-19842,95441,2892.54%-1,665
PROGRESSIVE CORP(PGR)159,082157,576-1,50640,36937,7572.32%-2,612
POOL CORP(POOL)74,07373,216-85727,91124,9621.53%-2,948
OLD DOMINION FREIGHT LINE IN(ODFL)105,489101,686-3,80320,95417,9371.10%-3,017
BUILDERS FIRSTSOURCE INC(BLDR)69,94472,088+2,14413,55910,3040.63%-3,256
MICROSOFT CORP(MSFT)277,616275,511-2,105119,458116,1287.14%-3,330
ANALOG DEVICES INC(ADI)199,896199,431-46546,01042,3712.60%-3,639
ZOETIS INC(ZTS)117,104116,432-67222,88018,9701.17%-3,910
THERMO FISHER SCIENTIFIC INC(TMO)64,12263,729-39339,66433,1542.04%-6,510
UNION PAC CORP(UNP)319,379316,540-2,83978,72172,1844.44%-6,537
SHERWIN WILLIAMS CO(SHW)153,390152,584-80658,54451,8683.19%-6,676
LINDE PLC(LIN)121,171120,069-1,10257,78250,2693.09%-7,512
TEXAS INSTRS INC(TXN)388,853384,293-4,56080,32572,0594.43%-8,267
AMGEN INC(AMGN)285,182279,105-6,07791,88872,7464.47%-19,143
HDFC BANK LTD(HDB)445,89930,655-415,24427,8951,9580.12%-25,938
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