Filed: 8/11/2025ACC: 0001172661-25-003001
📋 What this filing means
WILKINSON GLOBAL ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $1.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$1.59B
Total AUM (reported)
7.09M
Total Shares
Allocation by class
COM$1.27B80.1%
SHS$85.90M5.4%
SPONSORED ADS$65.69M4.1%
COM CL A$65.37M4.1%
SHS CLASS A$61.36M3.9%
CL A$28.44M1.8%
CL B NEW$3.13M0.2%
Portfolio Concentration
Top 3$351.21M22.1%
4–10$514.92M32.4%
11–25$647.06M40.7%
Rest$77.14M4.9%
Top 3 weight
22.1%
Top 10 weight
54.5%
Voting Authority Distribution
Total shares with voting rights: 7.09M
Sole
Full voting authority
6.25M
shares
% of voting shares88.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
844K
shares
% of voting shares11.9%
Investment Discretion (by position count)
Sole50
Shared0
Other20
Dominant voting typeSole · 88.1% of voting shares
Institutional Holdings70
Rows:
MICROSOFT CORP
SOLEShares254.55K
TypeSH
Market value$126.61M
7.96%
Sole
236.67K
Shared
0.00
None
17.88K
JPMORGAN CHASE & CO.
SOLEShares393.24K
TypeSH
Market value$114.00M
7.17%
Sole
362.65K
Shared
0.00
None
30.59K
TJX COS INC NEW
SOLEShares895.59K
TypeSH
Market value$110.60M
6.95%
Sole
833.38K
Shared
0.00
None
62.20K
NVIDIA CORPORATION
OTRShares557.45K
TypeSH
Market value$88.07M
5.54%
Sole
518.66K
Shared
0.00
None
38.80K
APPLE INC
SOLEShares378.21K
TypeSH
Market value$77.60M
4.88%
Sole
349.88K
Shared
0.00
None
28.33K
SHERWIN WILLIAMS CO
SOLEShares217.43K
TypeSH
Market value$74.66M
4.69%
Sole
205.13K
Shared
0.00
None
12.30K
TEXAS INSTRS INC
OTRShares346.19K
TypeSH
Market value$71.88M
4.52%
Sole
322.90K
Shared
0.00
None
23.30K
AMGEN INC
OTRShares253.63K
TypeSH
Market value$70.82M
4.45%
Sole
237.43K
Shared
0.00
None
16.20K
UNION PAC CORP
SOLEShares287.76K
TypeSH
Market value$66.21M
4.16%
Sole
269.47K
Shared
0.00
None
18.29K
TAIWAN SEMICONDUCTOR MFG LTD
OTRShares290.05K
TypeSH
Market value$65.69M
4.13%
Sole
280.91K
Shared
0.00
None
9.14K
DEERE & CO
SOLEShares124.11K
TypeSH
Market value$63.11M
3.97%
Sole
117.48K
Shared
0.00
None
6.63K
ACCENTURE PLC IRELAND
OTRShares205.29K
TypeSH
Market value$61.36M
3.86%
Sole
197.06K
Shared
0.00
None
8.22K
DISNEY WALT CO
OTRShares456.03K
TypeSH
Market value$56.55M
3.56%
Sole
426.40K
Shared
0.00
None
29.63K
VISA INC
SOLEShares158.27K
TypeSH
Market value$56.20M
3.53%
Sole
147.10K
Shared
0.00
None
11.17K
AMAZON COM INC
SOLEShares246.90K
TypeSH
Market value$54.17M
3.41%
Sole
218.92K
Shared
0.00
None
27.98K
LINDE PLC
OTRShares111.29K
TypeSH
Market value$52.21M
3.28%
Sole
105.20K
Shared
0.00
None
6.09K
INTUIT
OTRShares61.70K
TypeSH
Market value$48.60M
3.06%
Sole
57.35K
Shared
0.00
None
4.35K
ANALOG DEVICES INC
OTRShares188.03K
TypeSH
Market value$44.76M
2.81%
Sole
162.35K
Shared
0.00
None
25.68K
PROGRESSIVE CORP
OTRShares150.18K
TypeSH
Market value$40.08M
2.52%
Sole
128.65K
Shared
0.00
None
21.53K
WATSCO INC
SOLEShares81.47K
TypeSH
Market value$35.98M
2.26%
Sole
70.73K
Shared
0.00
None
10.74K
SPOTIFY TECHNOLOGY S A
SOLEShares43.17K
TypeSH
Market value$33.13M
2.08%
Sole
40.78K
Shared
0.00
None
2.40K
CHIPOTLE MEXICAN GRILL INC
SOLEShares546.16K
TypeSH
Market value$30.67M
1.93%
Sole
507.55K
Shared
0.00
None
38.60K
KINSALE CAP GROUP INC
OTRShares56.69K
TypeSH
Market value$27.43M
1.72%
Sole
52.58K
Shared
0.00
None
4.11K
PARKER-HANNIFIN CORP
OTRShares37.78K
TypeSH
Market value$26.39M
1.66%
Sole
33.39K
Shared
0.00
None
4.39K
ZOETIS INC
OTRShares105.40K
TypeSH
Market value$16.44M
1.03%
Sole
97.08K
Shared
0.00
None
8.31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 254.55K | SH | $126.61M 7.96% | 236.67K | 0.00 | 17.88K |
JPMORGAN CHASE & CO.SOLE | COM | 393.24K | SH | $114.00M 7.17% | 362.65K | 0.00 | 30.59K |
TJX COS INC NEWSOLE | COM | 895.59K | SH | $110.60M 6.95% | 833.38K | 0.00 | 62.20K |
NVIDIA CORPORATIONOTR | COM | 557.45K | SH | $88.07M 5.54% | 518.66K | 0.00 | 38.80K |
APPLE INCSOLE | COM | 378.21K | SH | $77.60M 4.88% | 349.88K | 0.00 | 28.33K |
SHERWIN WILLIAMS COSOLE | COM | 217.43K | SH | $74.66M 4.69% | 205.13K | 0.00 | 12.30K |
TEXAS INSTRS INCOTR | COM | 346.19K | SH | $71.88M 4.52% | 322.90K | 0.00 | 23.30K |
AMGEN INCOTR | COM | 253.63K | SH | $70.82M 4.45% | 237.43K | 0.00 | 16.20K |
UNION PAC CORPSOLE | COM | 287.76K | SH | $66.21M 4.16% | 269.47K | 0.00 | 18.29K |
TAIWAN SEMICONDUCTOR MFG LTDOTR | SPONSORED ADS | 290.05K | SH | $65.69M 4.13% | 280.91K | 0.00 | 9.14K |
DEERE & COSOLE | COM | 124.11K | SH | $63.11M 3.97% | 117.48K | 0.00 | 6.63K |
ACCENTURE PLC IRELANDOTR | SHS CLASS A | 205.29K | SH | $61.36M 3.86% | 197.06K | 0.00 | 8.22K |
DISNEY WALT COOTR | COM | 456.03K | SH | $56.55M 3.56% | 426.40K | 0.00 | 29.63K |
VISA INCSOLE | COM CL A | 158.27K | SH | $56.20M 3.53% | 147.10K | 0.00 | 11.17K |
AMAZON COM INCSOLE | COM | 246.90K | SH | $54.17M 3.41% | 218.92K | 0.00 | 27.98K |
LINDE PLCOTR | SHS | 111.29K | SH | $52.21M 3.28% | 105.20K | 0.00 | 6.09K |
INTUITOTR | COM | 61.70K | SH | $48.60M 3.06% | 57.35K | 0.00 | 4.35K |
ANALOG DEVICES INCOTR | COM | 188.03K | SH | $44.76M 2.81% | 162.35K | 0.00 | 25.68K |
PROGRESSIVE CORPOTR | COM | 150.18K | SH | $40.08M 2.52% | 128.65K | 0.00 | 21.53K |
WATSCO INCSOLE | COM | 81.47K | SH | $35.98M 2.26% | 70.73K | 0.00 | 10.74K |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 43.17K | SH | $33.13M 2.08% | 40.78K | 0.00 | 2.40K |
CHIPOTLE MEXICAN GRILL INCSOLE | COM | 546.16K | SH | $30.67M 1.93% | 507.55K | 0.00 | 38.60K |
KINSALE CAP GROUP INCOTR | COM | 56.69K | SH | $27.43M 1.72% | 52.58K | 0.00 | 4.11K |
PARKER-HANNIFIN CORPOTR | COM | 37.78K | SH | $26.39M 1.66% | 33.39K | 0.00 | 4.39K |
ZOETIS INCOTR | CL A | 105.40K | SH | $16.44M 1.03% | 97.08K | 0.00 | 8.31K |
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