Wilkinson Global Asset Management LLC
Comparing Q4 2025 vs Q3 2025
Sorting applies to all holdings for this quarter on the server, then the page is sliced. Prior-quarter values come from the full prior-quarter filing.
Issuer ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | Q3 2025 ▲▼ | Q4 2025 ▲▼ | Change ▲▼ | |
| UBER TECHNOLOGIES INC | 0 | 217,765 | +217,765 | 0 | 17,793,578 | +17,793,578 |
| PARKER-HANNIFIN CORP | 48,434 | 47,575 | -859 | 36,720,237 | 41,816,522 | +5,096,285 |
| AMGEN INC | 218,364 | 200,503 | -17,861 | 61,622,321 | 65,626,637 | +4,004,316 |
| ANALOG DEVICES INC | 187,706 | 184,757 | -2,949 | 46,119,364 | 50,106,098 | +3,986,734 |
| AMAZON COM INC | 248,746 | 247,314 | -1,432 | 54,617,159 | 57,085,018 | +2,467,859 |
| TAIWAN SEMICONDUCTOR MFG LTD | 287,850 | 269,372 | -18,478 | 80,393,627 | 81,859,457 | +1,465,830 |
| VISA INC | 159,285 | 156,676 | -2,609 | 54,376,713 | 54,947,840 | +571,127 |
| BROADCOM INC | 37,699 | 37,397 | -302 | 12,437,277 | 12,943,102 | +505,825 |
| BANCO SANTANDER S.A. | 0 | 34,800 | +34,800 | 0 | 408,204 | +408,204 |
| INTELLICHECK INC | 231,999 | 237,768 | +5,769 | 1,206,395 | 1,588,290 | +381,895 |
| WELLS FARGO CO NEW | 30,400 | 31,150 | +750 | 2,548,128 | 2,903,180 | +355,052 |
| JOHNSON & JOHNSON | 13,675 | 13,900 | +225 | 2,535,618 | 2,876,605 | +340,987 |
| VANGUARD TAX-MANAGED FDS | 0 | 3,883 | +3,883 | 0 | 242,571 | +242,571 |
| APPLE INC | 366,717 | 344,324 | -22,393 | 93,377,150 | 93,607,923 | +230,773 |
| ISHARES TR | 0 | 2,190 | +2,190 | 0 | 224,563 | +224,563 |
| DIAMONDBACK ENERGY INC | 3,050 | 4,050 | +1,000 | 436,455 | 608,836 | +172,381 |
| EXXON MOBIL CORP | 22,028 | 21,989 | -39 | 2,483,657 | 2,646,156 | +162,499 |
| CHEVRON CORP NEW | 2,453 | 3,453 | +1,000 | 380,926 | 526,272 | +145,346 |
| ALPHABET INC | 2,222 | 2,187 | -35 | 540,168 | 684,531 | +144,363 |
| ALPHABET INC | 2,115 | 2,095 | -20 | 515,108 | 657,411 | +142,303 |
| SPDR GOLD TR | 2,890 | 2,948 | +58 | 1,027,308 | 1,168,322 | +141,014 |
| EOG RES INC | 2,700 | 4,200 | +1,500 | 302,724 | 441,042 | +138,318 |
| ELI LILLY & CO | 420 | 420 | 0 | 320,460 | 451,366 | +130,906 |
| ROSS STORES INC | 4,174 | 4,174 | 0 | 636,076 | 751,904 | +115,828 |
| CITIGROUP INC | 2,034 | 2,594 | +560 | 206,451 | 302,694 | +96,243 |
| ASML HOLDING N V | 465 | 465 | 0 | 450,162 | 497,485 | +47,323 |
| MORGAN STANLEY | 2,224 | 2,219 | -5 | 353,527 | 393,939 | +40,412 |
| 3M CO | 1,833 | 1,833 | 0 | 284,445 | 293,463 | +9,018 |
| ABBVIE INC | 17,542 | 17,812 | +270 | 4,061,675 | 4,069,864 | +8,189 |
| MCDONALDS CORP | 8,655 | 8,620 | -35 | 2,630,168 | 2,634,531 | +4,363 |
| UNIVERSAL HEALTH RLTY INCOME | 17,000 | 17,000 | 0 | 665,890 | 666,570 | +680 |
| STAR GROUP L P | 10,000 | 10,000 | 0 | 118,300 | 118,400 | +100 |
| CONOCOPHILLIPS | 2,250 | 2,250 | 0 | 212,827 | 210,622 | -2,205 |
| CANADIAN PACIFIC KANSAS CITY | 4,035 | 4,035 | 0 | 300,567 | 297,097 | -3,470 |
| BERKSHIRE HATHAWAY INC DEL | 6,312 | 6,297 | -15 | 3,173,295 | 3,165,187 | -8,108 |
| PINNACLE WEST CAP CORP | 9,000 | 9,000 | 0 | 806,940 | 798,300 | -8,640 |
| IMPERIAL OIL LTD | 2,695 | 2,695 | 0 | 244,544 | 232,605 | -11,939 |
| WILLIAMS COS INC | 4,140 | 4,140 | 0 | 262,269 | 248,855 | -13,414 |
| WEX INC | 2,450 | 2,450 | 0 | 385,948 | 365,001 | -20,947 |
| SONY GROUP CORP | 15,330 | 15,730 | +400 | 441,351 | 402,688 | -38,663 |
| NETFLIX INC | 212 | 2,145 | +1,933 | 254,171 | 201,115 | -53,056 |
| META PLATFORMS INC | 714 | 694 | -20 | 524,347 | 458,102 | -66,245 |
| MERCADOLIBRE INC | 226 | 226 | 0 | 528,148 | 455,223 | -72,925 |
| LOWES COS INC | 7,800 | 7,800 | 0 | 1,960,218 | 1,881,048 | -79,170 |
| COSTCO WHSL CORP NEW | 225 | 0 | -225 | 208,267 | 0 | -208,267 |
| NOVO-NORDISK A S | 4,870 | 0 | -4,870 | 270,236 | 0 | -270,236 |
| SAP SE | 1,320 | 0 | -1,320 | 352,717 | 0 | -352,717 |
| ACCENTURE PLC IRELAND | 196,567 | 179,338 | -17,229 | 48,473,422 | 48,116,385 | -357,037 |
| MASTERCARD INCORPORATED | 20,710 | 19,283 | -1,427 | 11,780,055 | 11,008,279 | -771,776 |
| FERRARI N V | 8,165 | 8,040 | -125 | 3,961,821 | 2,971,262 | -990,559 |
| MERCK & CO INC | 25,705 | 8,205 | -17,500 | 2,157,421 | 863,658 | -1,293,763 |
| ZOETIS INC | 9,182 | 0 | -9,182 | 1,343,510 | 0 | -1,343,510 |
| NVIDIA CORPORATION | 475,523 | 467,689 | -7,834 | 88,723,082 | 87,223,998 | -1,499,084 |
| INTUIT | 61,833 | 60,655 | -1,178 | 42,226,374 | 40,179,085 | -2,047,289 |
| PROGRESSIVE CORP | 150,971 | 148,581 | -2,390 | 37,282,289 | 33,834,865 | -3,447,424 |
| DEERE & CO | 120,708 | 110,690 | -10,018 | 55,194,940 | 51,533,944 | -3,660,996 |
| LINDE PLC | 116,934 | 117,647 | +713 | 55,543,650 | 50,163,504 | -5,380,146 |
| DISNEY WALT CO | 443,781 | 397,939 | -45,842 | 50,812,924 | 45,273,520 | -5,539,404 |
| TJX COS INC NEW | 868,338 | 780,376 | -87,962 | 125,509,574 | 119,873,558 | -5,636,016 |
| UNION PAC CORP | 279,340 | 259,428 | -19,912 | 66,027,596 | 60,010,885 | -6,016,711 |
| JPMORGAN CHASE & CO. | 380,935 | 354,057 | -26,878 | 120,158,327 | 114,084,246 | -6,074,081 |
| WATSCO INC | 81,683 | 78,925 | -2,758 | 33,024,436 | 26,593,778 | -6,430,658 |
| COINBASE GLOBAL INC | 49,609 | 38,590 | -11,019 | 16,742,541 | 8,726,743 | -8,015,798 |
| SHERWIN WILLIAMS CO | 214,409 | 202,862 | -11,547 | 74,241,260 | 65,733,374 | -8,507,886 |
| TEXAS INSTRS INC | 369,461 | 338,387 | -31,074 | 67,881,069 | 58,706,760 | -9,174,309 |
| SPOTIFY TECHNOLOGY S A | 43,992 | 32,534 | -11,458 | 30,706,416 | 18,892,819 | -11,813,597 |
| OLD DOMINION FREIGHT LINE IN | 100,977 | 0 | -100,977 | 14,215,542 | 0 | -14,215,542 |
| MICROSOFT CORP | 244,799 | 228,803 | -15,996 | 126,793,642 | 110,653,707 | -16,139,935 |
| CHIPOTLE MEXICAN GRILL INC | 547,187 | 0 | -547,187 | 21,444,258 | 0 | -21,444,258 |
| KINSALE CAP GROUP INC | 56,753 | 0 | -56,753 | 24,134,781 | 0 | -24,134,781 |