Filed: 11/4/2025ACC: 0001172661-25-004575
📋 What this filing means
WILKINSON GLOBAL ASSET MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 66 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.
66
Positions
$1.59B
Total AUM (reported)
6.86M
Total Shares
Allocation by class
COM$1.28B80.5%
SHS$86.25M5.4%
SPONSORED ADS$80.39M5.1%
COM CL A$71.12M4.5%
SHS CLASS A$48.47M3.0%
CL A$13.65M0.9%
CL B NEW$3.17M0.2%
Portfolio Concentration
Top 3$372.46M23.4%
4–10$532.27M33.5%
11–25$607.42M38.2%
Rest$77.53M4.9%
Top 3 weight
23.4%
Top 10 weight
56.9%
Voting Authority Distribution
Total shares with voting rights: 6.86M
Sole
Full voting authority
6.29M
shares
% of voting shares91.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
576.50K
shares
% of voting shares8.4%
Investment Discretion (by position count)
Sole42
Shared0
Other24
Dominant voting typeSole · 91.6% of voting shares
Institutional Holdings66
Rows:
MICROSOFT CORP
OTRShares244.80K
TypeSH
Market value$126.79M
7.98%
Sole
234.94K
Shared
0.00
None
9.86K
TJX COS INC NEW
OTRShares868.34K
TypeSH
Market value$125.51M
7.90%
Sole
830.14K
Shared
0.00
None
38.20K
JPMORGAN CHASE & CO.
OTRShares380.94K
TypeSH
Market value$120.16M
7.56%
Sole
363.35K
Shared
0.00
None
17.59K
APPLE INC
OTRShares366.72K
TypeSH
Market value$93.38M
5.87%
Sole
352.09K
Shared
0.00
None
14.63K
NVIDIA CORPORATION
SOLEShares475.52K
TypeSH
Market value$88.72M
5.58%
Sole
442.30K
Shared
0.00
None
33.22K
TAIWAN SEMICONDUCTOR MFG LTD
OTRShares287.85K
TypeSH
Market value$80.39M
5.06%
Sole
277.01K
Shared
0.00
None
10.84K
SHERWIN WILLIAMS CO
SOLEShares214.41K
TypeSH
Market value$74.24M
4.67%
Sole
202.11K
Shared
0.00
None
12.30K
TEXAS INSTRS INC
OTRShares369.46K
TypeSH
Market value$67.88M
4.27%
Sole
355.89K
Shared
0.00
None
13.57K
UNION PAC CORP
SOLEShares279.34K
TypeSH
Market value$66.03M
4.15%
Sole
267.85K
Shared
0.00
None
11.49K
AMGEN INC
SOLEShares218.36K
TypeSH
Market value$61.62M
3.88%
Sole
210K
Shared
0.00
None
8.36K
LINDE PLC
OTRShares116.93K
TypeSH
Market value$55.54M
3.49%
Sole
112.97K
Shared
0.00
None
3.96K
DEERE & CO
OTRShares120.71K
TypeSH
Market value$55.19M
3.47%
Sole
115.53K
Shared
0.00
None
5.18K
AMAZON COM INC
SOLEShares248.75K
TypeSH
Market value$54.62M
3.44%
Sole
231.54K
Shared
0.00
None
17.20K
VISA INC
SOLEShares159.28K
TypeSH
Market value$54.38M
3.42%
Sole
148.12K
Shared
0.00
None
11.17K
DISNEY WALT CO
SOLEShares443.78K
TypeSH
Market value$50.81M
3.20%
Sole
425.59K
Shared
0.00
None
18.19K
ACCENTURE PLC IRELAND
OTRShares196.57K
TypeSH
Market value$48.47M
3.05%
Sole
188.34K
Shared
0.00
None
8.22K
ANALOG DEVICES INC
SOLEShares187.71K
TypeSH
Market value$46.12M
2.90%
Sole
174.12K
Shared
0.00
None
13.59K
INTUIT
SOLEShares61.83K
TypeSH
Market value$42.23M
2.66%
Sole
57.48K
Shared
0.00
None
4.35K
PROGRESSIVE CORP
OTRShares150.97K
TypeSH
Market value$37.28M
2.35%
Sole
141.14K
Shared
0.00
None
9.83K
PARKER-HANNIFIN CORP
OTRShares48.43K
TypeSH
Market value$36.72M
2.31%
Sole
45.62K
Shared
0.00
None
2.81K
WATSCO INC
OTRShares81.68K
TypeSH
Market value$33.02M
2.08%
Sole
76.17K
Shared
0.00
None
5.51K
SPOTIFY TECHNOLOGY S A
OTRShares43.99K
TypeSH
Market value$30.71M
1.93%
Sole
41K
Shared
0.00
None
3K
KINSALE CAP GROUP INC
OTRShares56.75K
TypeSH
Market value$24.13M
1.52%
Sole
52.57K
Shared
0.00
None
4.18K
CHIPOTLE MEXICAN GRILL INC
OTRShares547.19K
TypeSH
Market value$21.44M
1.35%
Sole
508.26K
Shared
0.00
None
38.92K
COINBASE GLOBAL INC
SOLEShares49.61K
TypeSH
Market value$16.74M
1.05%
Sole
44.87K
Shared
0.00
None
4.74K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPOTR | COM | 244.80K | SH | $126.79M 7.98% | 234.94K | 0.00 | 9.86K |
TJX COS INC NEWOTR | COM | 868.34K | SH | $125.51M 7.90% | 830.14K | 0.00 | 38.20K |
JPMORGAN CHASE & CO.OTR | COM | 380.94K | SH | $120.16M 7.56% | 363.35K | 0.00 | 17.59K |
APPLE INCOTR | COM | 366.72K | SH | $93.38M 5.87% | 352.09K | 0.00 | 14.63K |
NVIDIA CORPORATIONSOLE | COM | 475.52K | SH | $88.72M 5.58% | 442.30K | 0.00 | 33.22K |
TAIWAN SEMICONDUCTOR MFG LTDOTR | SPONSORED ADS | 287.85K | SH | $80.39M 5.06% | 277.01K | 0.00 | 10.84K |
SHERWIN WILLIAMS COSOLE | COM | 214.41K | SH | $74.24M 4.67% | 202.11K | 0.00 | 12.30K |
TEXAS INSTRS INCOTR | COM | 369.46K | SH | $67.88M 4.27% | 355.89K | 0.00 | 13.57K |
UNION PAC CORPSOLE | COM | 279.34K | SH | $66.03M 4.15% | 267.85K | 0.00 | 11.49K |
AMGEN INCSOLE | COM | 218.36K | SH | $61.62M 3.88% | 210K | 0.00 | 8.36K |
LINDE PLCOTR | SHS | 116.93K | SH | $55.54M 3.49% | 112.97K | 0.00 | 3.96K |
DEERE & COOTR | COM | 120.71K | SH | $55.19M 3.47% | 115.53K | 0.00 | 5.18K |
AMAZON COM INCSOLE | COM | 248.75K | SH | $54.62M 3.44% | 231.54K | 0.00 | 17.20K |
VISA INCSOLE | COM CL A | 159.28K | SH | $54.38M 3.42% | 148.12K | 0.00 | 11.17K |
DISNEY WALT COSOLE | COM | 443.78K | SH | $50.81M 3.20% | 425.59K | 0.00 | 18.19K |
ACCENTURE PLC IRELANDOTR | SHS CLASS A | 196.57K | SH | $48.47M 3.05% | 188.34K | 0.00 | 8.22K |
ANALOG DEVICES INCSOLE | COM | 187.71K | SH | $46.12M 2.90% | 174.12K | 0.00 | 13.59K |
INTUITSOLE | COM | 61.83K | SH | $42.23M 2.66% | 57.48K | 0.00 | 4.35K |
PROGRESSIVE CORPOTR | COM | 150.97K | SH | $37.28M 2.35% | 141.14K | 0.00 | 9.83K |
PARKER-HANNIFIN CORPOTR | COM | 48.43K | SH | $36.72M 2.31% | 45.62K | 0.00 | 2.81K |
WATSCO INCOTR | COM | 81.68K | SH | $33.02M 2.08% | 76.17K | 0.00 | 5.51K |
SPOTIFY TECHNOLOGY S AOTR | SHS | 43.99K | SH | $30.71M 1.93% | 41K | 0.00 | 3K |
KINSALE CAP GROUP INCOTR | COM | 56.75K | SH | $24.13M 1.52% | 52.57K | 0.00 | 4.18K |
CHIPOTLE MEXICAN GRILL INCOTR | COM | 547.19K | SH | $21.44M 1.35% | 508.26K | 0.00 | 38.92K |
COINBASE GLOBAL INCSOLE | COM CL A | 49.61K | SH | $16.74M 1.05% | 44.87K | 0.00 | 4.74K |
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