WILKINSON GLOBAL ASSET MANAGEMENT LLC

PrivateCIK: 1764000
Location

NEW YORK, NY

60
Positions
$1.31B
Total AUM (reported)
7.13M
Total Shares

Allocation by class

TOTAL AUM$1.31B60 positions
COM$1.08B82.3%
SPONSORED ADS$85.13M6.5%
SHS$72.45M5.5%
COM CL A$46.27M3.5%
ADR$18.52M1.4%
CL B NEW$2.83M0.2%
COM NEW$2.66M0.2%

Portfolio Concentration

Top 322.8%4–1037.3%11–2537.3%Rest2.6%TOP 1060.1%0%100%
Top 3$299.04M22.8%
4–10$489.48M37.3%
11–25$490.30M37.3%
Rest$34.02M2.6%

Top 3 weight

22.8%

Top 10 weight

60.1%

Voting Authority Distribution

Total shares with voting rights: 7.13M

Sole

Full voting authority

6.46M

shares

% of voting shares90.6%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

668.54K

shares

% of voting shares9.4%

Investment Discretion (by position count)

Sole43
Shared0
Other17
Dominant voting typeSole · 90.6% of voting shares
Institutional Holdings60
Rows:

TJX COS INC NEW

SOLE
COM
Shares729.32K
TypeSH
Market value$116.47M
8.87%
Sole
692.21K
Shared
0.00
None
37.11K

JPMORGAN CHASE & CO

OTR
COM
Shares331.24K
TypeSH
Market value$97.44M
7.42%
Sole
313.65K
Shared
0.00
None
17.59K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares251.90K
TypeSH
Market value$85.13M
6.48%
Sole
240.65K
Shared
0.00
None
11.25K

APPLE INC

SOLE
COM
Shares324.38K
TypeSH
Market value$82.32M
6.27%
Sole
309.75K
Shared
0.00
None
14.63K

NVIDIA CORPORATION

SOLE
COM
Shares460.82K
TypeSH
Market value$80.37M
6.12%
Sole
427.60K
Shared
0.00
None
33.22K

MICROSOFT CORP

SOLE
COM
Shares215.54K
TypeSH
Market value$79.79M
6.08%
Sole
205.68K
Shared
0.00
None
9.86K

AMGEN INC

OTR
COM
Shares186.87K
TypeSH
Market value$65.75M
5.01%
Sole
178.51K
Shared
0.00
None
8.36K

SHERWIN WILLIAMS CO

OTR
COM
Shares192.40K
TypeSH
Market value$61.67M
4.70%
Sole
180.09K
Shared
0.00
None
12.30K

TEXAS INSTRS INC

OTR
COM
Shares313.96K
TypeSH
Market value$60.95M
4.64%
Sole
300.39K
Shared
0.00
None
13.57K

DEERE & CO

SOLE
COM
Shares104.08K
TypeSH
Market value$58.63M
4.47%
Sole
98.90K
Shared
0.00
None
5.18K

UNION PAC CORP

OTR
COM
Shares241.28K
TypeSH
Market value$58.54M
4.46%
Sole
229.80K
Shared
0.00
None
11.49K

ANALOG DEVICES INC

SOLE
COM
Shares180.60K
TypeSH
Market value$57.46M
4.38%
Sole
167.01K
Shared
0.00
None
13.59K

LINDE PLC

SOLE
SHS
Shares109.06K
TypeSH
Market value$54.07M
4.12%
Sole
104.92K
Shared
0.00
None
4.13K

AMAZON COM INC

SOLE
COM
Shares242.03K
TypeSH
Market value$50.41M
3.84%
Sole
224.07K
Shared
0.00
None
17.96K

VISA INC

SOLE
COM CL A
Shares153.10K
TypeSH
Market value$46.27M
3.52%
Sole
141.93K
Shared
0.00
None
11.17K

PARKER-HANNIFIN CORP

SOLE
COM
Shares46.80K
TypeSH
Market value$41.90M
3.19%
Sole
43.41K
Shared
0.00
None
3.40K

DISNEY WALT CO

OTR
COM
Shares366.31K
TypeSH
Market value$35.30M
2.69%
Sole
348.12K
Shared
0.00
None
18.19K

PROGRESSIVE CORP

SOLE
COM
Shares145.82K
TypeSH
Market value$28.91M
2.20%
Sole
135.84K
Shared
0.00
None
9.98K

WATSCO INC

OTR
COM
Shares78.08K
TypeSH
Market value$28.41M
2.16%
Sole
72.57K
Shared
0.00
None
5.51K

BANCO SANTANDER SA

OTR
ADR
Shares1.64M
TypeSH
Market value$18.52M
1.41%
Sole
1.50M
Shared
0.00
None
138.91K

SPOTIFY TECHNOLOGY S A

OTR
SHS
Shares37.91K
TypeSH
Market value$18.38M
1.40%
Sole
37.31K
Shared
0.00
None
595.00

BROADCOM INC

OTR
COM
Shares54.79K
TypeSH
Market value$16.96M
1.29%
Sole
49.82K
Shared
0.00
None
4.97K

UBER TECHNOLOGIES INC

SOLE
COM
Shares222.81K
TypeSH
Market value$16.03M
1.22%
Sole
203.83K
Shared
0.00
None
18.98K

INTUIT

SOLE
COM
Shares35.46K
TypeSH
Market value$15.33M
1.17%
Sole
31.33K
Shared
0.00
None
4.13K

ABBVIE INC

OTR
COM
Shares17.54K
TypeSH
Market value$3.82M
0.29%
Sole
17.54K
Shared
0.00
None
0.00
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