Filed: 5/1/2025ACC: 0001172661-25-001556
📋 What this filing means
WILKINSON GLOBAL ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 75 equity positions with a total reported market value of $1.60B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
75
Positions
$1.60B
Total AUM (reported)
8.22M
Total Shares
Allocation by class
COM$1.33B83.5%
SHS CLASS A$69.29M4.3%
COM CL A$57.51M3.6%
SHS$56.71M3.5%
ADS$51.98M3.3%
CL A$19.66M1.2%
CL B NEW$3.47M0.2%
Portfolio Concentration
Top 3$332.54M20.8%
4–10$535.26M33.5%
11–25$625.58M39.1%
Rest$105.89M6.6%
Top 3 weight
20.8%
Top 10 weight
54.3%
Voting Authority Distribution
Total shares with voting rights: 8.22M
Sole
Full voting authority
7.35M
shares
% of voting shares89.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
868K
shares
% of voting shares10.6%
Investment Discretion (by position count)
Sole56
Shared0
Other19
Dominant voting typeSole · 89.4% of voting shares
Institutional Holdings75
Rows:
TJX COS INC NEW
SOLEShares990.07K
TypeSH
Market value$120.59M
7.54%
Sole
928.75K
Shared
0.00
None
61.32K
JPMORGAN CHASE & CO.
SOLEShares448.53K
TypeSH
Market value$110.02M
6.88%
Sole
418.16K
Shared
0.00
None
30.36K
MICROSOFT CORP
OTRShares271.52K
TypeSH
Market value$101.92M
6.37%
Sole
253.89K
Shared
0.00
None
17.63K
APPLE INC
OTRShares437.71K
TypeSH
Market value$97.23M
6.08%
Sole
409.56K
Shared
0.00
None
28.14K
AMGEN INC
OTRShares276.25K
TypeSH
Market value$86.06M
5.38%
Sole
260.21K
Shared
0.00
None
16.04K
SHERWIN WILLIAMS CO
SOLEShares220.33K
TypeSH
Market value$76.94M
4.81%
Sole
208.43K
Shared
0.00
None
11.90K
UNION PAC CORP
OTRShares311.85K
TypeSH
Market value$73.67M
4.61%
Sole
293.81K
Shared
0.00
None
18.04K
ACCENTURE PLC IRELAND
OTRShares222.05K
TypeSH
Market value$69.29M
4.33%
Sole
214.03K
Shared
0.00
None
8.03K
TEXAS INSTRS INC
SOLEShares378.56K
TypeSH
Market value$68.03M
4.25%
Sole
355.59K
Shared
0.00
None
22.97K
NVIDIA CORPORATION
SOLEShares590.91K
TypeSH
Market value$64.04M
4.00%
Sole
548.48K
Shared
0.00
None
42.42K
DEERE & CO
OTRShares133.25K
TypeSH
Market value$62.54M
3.91%
Sole
126.77K
Shared
0.00
None
6.49K
VISA INC
SOLEShares164.09K
TypeSH
Market value$57.51M
3.60%
Sole
153.24K
Shared
0.00
None
10.85K
LINDE PLC
SOLEShares120.54K
TypeSH
Market value$56.13M
3.51%
Sole
114.57K
Shared
0.00
None
5.96K
TOYOTA MOTOR CORP
OTRShares294.46K
TypeSH
Market value$51.98M
3.25%
Sole
277.80K
Shared
0.00
None
16.66K
AMAZON COM INC
SOLEShares256.83K
TypeSH
Market value$48.87M
3.06%
Sole
229.25K
Shared
0.00
None
27.58K
DISNEY WALT CO
OTRShares493.06K
TypeSH
Market value$48.66M
3.04%
Sole
463.88K
Shared
0.00
None
29.18K
PROGRESSIVE CORP
SOLEShares158.54K
TypeSH
Market value$44.87M
2.81%
Sole
137.06K
Shared
0.00
None
21.48K
WATSCO INC
SOLEShares87.17K
TypeSH
Market value$44.31M
2.77%
Sole
76.58K
Shared
0.00
None
10.59K
ANALOG DEVICES INC
SOLEShares199.22K
TypeSH
Market value$40.18M
2.51%
Sole
173.89K
Shared
0.00
None
25.34K
INTUIT
OTRShares64.23K
TypeSH
Market value$39.44M
2.47%
Sole
60.01K
Shared
0.00
None
4.22K
THERMO FISHER SCIENTIFIC INC
SOLEShares63.98K
TypeSH
Market value$31.84M
1.99%
Sole
59.80K
Shared
0.00
None
4.18K
CHIPOTLE MEXICAN GRILL INC
SOLEShares582.53K
TypeSH
Market value$29.25M
1.83%
Sole
545K
Shared
0.00
None
37.53K
PARKER-HANNIFIN CORP
SOLEShares41.48K
TypeSH
Market value$25.21M
1.58%
Sole
37.16K
Shared
0.00
None
4.32K
POOL CORP
OTRShares73.19K
TypeSH
Market value$23.30M
1.46%
Sole
67.51K
Shared
0.00
None
5.67K
KINSALE CAP GROUP INC
SOLEShares44.17K
TypeSH
Market value$21.50M
1.34%
Sole
41.15K
Shared
0.00
None
3.02K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
TJX COS INC NEWSOLE | COM | 990.07K | SH | $120.59M 7.54% | 928.75K | 0.00 | 61.32K |
JPMORGAN CHASE & CO.SOLE | COM | 448.53K | SH | $110.02M 6.88% | 418.16K | 0.00 | 30.36K |
MICROSOFT CORPOTR | COM | 271.52K | SH | $101.92M 6.37% | 253.89K | 0.00 | 17.63K |
APPLE INCOTR | COM | 437.71K | SH | $97.23M 6.08% | 409.56K | 0.00 | 28.14K |
AMGEN INCOTR | COM | 276.25K | SH | $86.06M 5.38% | 260.21K | 0.00 | 16.04K |
SHERWIN WILLIAMS COSOLE | COM | 220.33K | SH | $76.94M 4.81% | 208.43K | 0.00 | 11.90K |
UNION PAC CORPOTR | COM | 311.85K | SH | $73.67M 4.61% | 293.81K | 0.00 | 18.04K |
ACCENTURE PLC IRELANDOTR | SHS CLASS A | 222.05K | SH | $69.29M 4.33% | 214.03K | 0.00 | 8.03K |
TEXAS INSTRS INCSOLE | COM | 378.56K | SH | $68.03M 4.25% | 355.59K | 0.00 | 22.97K |
NVIDIA CORPORATIONSOLE | COM | 590.91K | SH | $64.04M 4.00% | 548.48K | 0.00 | 42.42K |
DEERE & COOTR | COM | 133.25K | SH | $62.54M 3.91% | 126.77K | 0.00 | 6.49K |
VISA INCSOLE | COM CL A | 164.09K | SH | $57.51M 3.60% | 153.24K | 0.00 | 10.85K |
LINDE PLCSOLE | SHS | 120.54K | SH | $56.13M 3.51% | 114.57K | 0.00 | 5.96K |
TOYOTA MOTOR CORPOTR | ADS | 294.46K | SH | $51.98M 3.25% | 277.80K | 0.00 | 16.66K |
AMAZON COM INCSOLE | COM | 256.83K | SH | $48.87M 3.06% | 229.25K | 0.00 | 27.58K |
DISNEY WALT COOTR | COM | 493.06K | SH | $48.66M 3.04% | 463.88K | 0.00 | 29.18K |
PROGRESSIVE CORPSOLE | COM | 158.54K | SH | $44.87M 2.81% | 137.06K | 0.00 | 21.48K |
WATSCO INCSOLE | COM | 87.17K | SH | $44.31M 2.77% | 76.58K | 0.00 | 10.59K |
ANALOG DEVICES INCSOLE | COM | 199.22K | SH | $40.18M 2.51% | 173.89K | 0.00 | 25.34K |
INTUITOTR | COM | 64.23K | SH | $39.44M 2.47% | 60.01K | 0.00 | 4.22K |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 63.98K | SH | $31.84M 1.99% | 59.80K | 0.00 | 4.18K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 582.53K | SH | $29.25M 1.83% | 545K | 0.00 | 37.53K |
PARKER-HANNIFIN CORPSOLE | COM | 41.48K | SH | $25.21M 1.58% | 37.16K | 0.00 | 4.32K |
POOL CORPOTR | COM | 73.19K | SH | $23.30M 1.46% | 67.51K | 0.00 | 5.67K |
KINSALE CAP GROUP INCSOLE | COM | 44.17K | SH | $21.50M 1.34% | 41.15K | 0.00 | 3.02K |
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