Filed: 1/31/2025ACC: 0001172661-25-000458
📋 What this filing means
WILKINSON GLOBAL ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 79 equity positions with a total reported market value of $1.63B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
79
Positions
$1.63B
Total AUM (reported)
8.24M
Total Shares
Allocation by class
COM$1.36B83.3%
SHS CLASS A$79.08M4.9%
ADS$58.48M3.6%
COM CL A$51.64M3.2%
SHS$50.84M3.1%
CL A$19.96M1.2%
CL B NEW$3.09M0.2%
Portfolio Concentration
Top 3$349.23M21.5%
4–10$543.25M33.4%
11–25$622.79M38.3%
Rest$111.69M6.9%
Top 3 weight
21.5%
Top 10 weight
54.9%
Voting Authority Distribution
Total shares with voting rights: 8.24M
Sole
Full voting authority
7.35M
shares
% of voting shares89.2%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
892.14K
shares
% of voting shares10.8%
Investment Discretion (by position count)
Sole60
Shared0
Other19
Dominant voting typeSole · 89.2% of voting shares
Institutional Holdings79
Rows:
TJX COS INC NEW
OTRShares1.01M
TypeSH
Market value$121.55M
7.47%
Sole
946.75K
Shared
0.00
None
59.41K
MICROSOFT CORP
SOLEShares275.51K
TypeSH
Market value$116.13M
7.14%
Sole
258.34K
Shared
0.00
None
17.18K
APPLE INC
OTRShares445.46K
TypeSH
Market value$111.55M
6.86%
Sole
418.11K
Shared
0.00
None
27.34K
JPMORGAN CHASE & CO.
SOLEShares455.41K
TypeSH
Market value$109.17M
6.71%
Sole
425.95K
Shared
0.00
None
29.45K
NVIDIA CORPORATION
OTRShares592.27K
TypeSH
Market value$79.54M
4.89%
Sole
547.94K
Shared
0.00
None
44.33K
ACCENTURE PLC IRELAND
SOLEShares224.79K
TypeSH
Market value$79.08M
4.86%
Sole
217.21K
Shared
0.00
None
7.58K
AMGEN INC
SOLEShares279.11K
TypeSH
Market value$72.75M
4.47%
Sole
263.61K
Shared
0.00
None
15.50K
UNION PAC CORP
OTRShares316.54K
TypeSH
Market value$72.18M
4.44%
Sole
299.24K
Shared
0.00
None
17.30K
TEXAS INSTRS INC
SOLEShares384.29K
TypeSH
Market value$72.06M
4.43%
Sole
362.18K
Shared
0.00
None
22.11K
TOYOTA MOTOR CORP
SOLEShares300.51K
TypeSH
Market value$58.48M
3.59%
Sole
284.82K
Shared
0.00
None
15.70K
DEERE & CO
OTRShares134.95K
TypeSH
Market value$57.18M
3.51%
Sole
128.68K
Shared
0.00
None
6.27K
AMAZON COM INC
OTRShares258.01K
TypeSH
Market value$56.60M
3.48%
Sole
229.85K
Shared
0.00
None
28.16K
DISNEY WALT CO
SOLEShares500.37K
TypeSH
Market value$55.72M
3.42%
Sole
472.45K
Shared
0.00
None
27.93K
SHERWIN WILLIAMS CO
OTRShares152.58K
TypeSH
Market value$51.87M
3.19%
Sole
141.04K
Shared
0.00
None
11.54K
VISA INC
OTRShares163.39K
TypeSH
Market value$51.64M
3.17%
Sole
152.21K
Shared
0.00
None
11.19K
LINDE PLC
SOLEShares120.07K
TypeSH
Market value$50.27M
3.09%
Sole
116.60K
Shared
0.00
None
3.47K
ANALOG DEVICES INC
OTRShares199.43K
TypeSH
Market value$42.37M
2.60%
Sole
173.59K
Shared
0.00
None
25.84K
WATSCO INC
SOLEShares87.13K
TypeSH
Market value$41.29M
2.54%
Sole
76.36K
Shared
0.00
None
10.77K
INTUIT
SOLEShares64.50K
TypeSH
Market value$40.54M
2.49%
Sole
60.08K
Shared
0.00
None
4.42K
PROGRESSIVE CORP
OTRShares157.58K
TypeSH
Market value$37.76M
2.32%
Sole
135.70K
Shared
0.00
None
21.88K
CHIPOTLE MEXICAN GRILL INC
SOLEShares578.60K
TypeSH
Market value$34.89M
2.14%
Sole
543.10K
Shared
0.00
None
35.50K
THERMO FISHER SCIENTIFIC INC
SOLEShares63.73K
TypeSH
Market value$33.15M
2.04%
Sole
59.33K
Shared
0.00
None
4.39K
PARKER-HANNIFIN CORP
SOLEShares40.22K
TypeSH
Market value$25.58M
1.57%
Sole
36.85K
Shared
0.00
None
3.38K
POOL CORP
OTRShares73.22K
TypeSH
Market value$24.96M
1.53%
Sole
67.30K
Shared
0.00
None
5.91K
ZOETIS INC
OTRShares116.43K
TypeSH
Market value$18.97M
1.17%
Sole
108.29K
Shared
0.00
None
8.14K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TJX COS INC NEWOTR | COM | 1.01M | SH | $121.55M 7.47% | 946.75K | 0.00 | 59.41K |
MICROSOFT CORPSOLE | COM | 275.51K | SH | $116.13M 7.14% | 258.34K | 0.00 | 17.18K |
APPLE INCOTR | COM | 445.46K | SH | $111.55M 6.86% | 418.11K | 0.00 | 27.34K |
JPMORGAN CHASE & CO.SOLE | COM | 455.41K | SH | $109.17M 6.71% | 425.95K | 0.00 | 29.45K |
NVIDIA CORPORATIONOTR | COM | 592.27K | SH | $79.54M 4.89% | 547.94K | 0.00 | 44.33K |
ACCENTURE PLC IRELANDSOLE | SHS CLASS A | 224.79K | SH | $79.08M 4.86% | 217.21K | 0.00 | 7.58K |
AMGEN INCSOLE | COM | 279.11K | SH | $72.75M 4.47% | 263.61K | 0.00 | 15.50K |
UNION PAC CORPOTR | COM | 316.54K | SH | $72.18M 4.44% | 299.24K | 0.00 | 17.30K |
TEXAS INSTRS INCSOLE | COM | 384.29K | SH | $72.06M 4.43% | 362.18K | 0.00 | 22.11K |
TOYOTA MOTOR CORPSOLE | ADS | 300.51K | SH | $58.48M 3.59% | 284.82K | 0.00 | 15.70K |
DEERE & COOTR | COM | 134.95K | SH | $57.18M 3.51% | 128.68K | 0.00 | 6.27K |
AMAZON COM INCOTR | COM | 258.01K | SH | $56.60M 3.48% | 229.85K | 0.00 | 28.16K |
DISNEY WALT COSOLE | COM | 500.37K | SH | $55.72M 3.42% | 472.45K | 0.00 | 27.93K |
SHERWIN WILLIAMS COOTR | COM | 152.58K | SH | $51.87M 3.19% | 141.04K | 0.00 | 11.54K |
VISA INCOTR | COM CL A | 163.39K | SH | $51.64M 3.17% | 152.21K | 0.00 | 11.19K |
LINDE PLCSOLE | SHS | 120.07K | SH | $50.27M 3.09% | 116.60K | 0.00 | 3.47K |
ANALOG DEVICES INCOTR | COM | 199.43K | SH | $42.37M 2.60% | 173.59K | 0.00 | 25.84K |
WATSCO INCSOLE | COM | 87.13K | SH | $41.29M 2.54% | 76.36K | 0.00 | 10.77K |
INTUITSOLE | COM | 64.50K | SH | $40.54M 2.49% | 60.08K | 0.00 | 4.42K |
PROGRESSIVE CORPOTR | COM | 157.58K | SH | $37.76M 2.32% | 135.70K | 0.00 | 21.88K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 578.60K | SH | $34.89M 2.14% | 543.10K | 0.00 | 35.50K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 63.73K | SH | $33.15M 2.04% | 59.33K | 0.00 | 4.39K |
PARKER-HANNIFIN CORPSOLE | COM | 40.22K | SH | $25.58M 1.57% | 36.85K | 0.00 | 3.38K |
POOL CORPOTR | COM | 73.22K | SH | $24.96M 1.53% | 67.30K | 0.00 | 5.91K |
ZOETIS INCOTR | CL A | 116.43K | SH | $18.97M 1.17% | 108.29K | 0.00 | 8.14K |
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