WILKINSON GLOBAL ASSET MANAGEMENT LLC

PrivateCIK: 1764000
Location

NEW YORK, NY

62
Positions
$1.26B
Total AUM (reported)
8.57M
Total Shares

Allocation by class

TOTAL AUM$1.26B62 positions
COM$965.00M76.7%
SPONSORED ADS$88.72M7.0%
SHS$56.69M4.5%
COM CL A$51.04M4.1%
CL C$28.39M2.3%
ADR$22.84M1.8%
SPONSORED ADR$21.67M1.7%

Portfolio Concentration

Top 320.6%4–1034.9%11–2539.1%Rest5.4%TOP 1055.5%0%100%
Top 3$259.88M20.6%
4–10$439.43M34.9%
11–25$491.93M39.1%
Rest$67.66M5.4%

Top 3 weight

20.6%

Top 10 weight

55.5%

Voting Authority Distribution

Total shares with voting rights: 8.57M

Sole

Full voting authority

7.71M

shares

% of voting shares90.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

860.53K

shares

% of voting shares10.0%

Investment Discretion (by position count)

Sole49
Shared0
Other13
Dominant voting typeSole · 90.0% of voting shares
Institutional Holdings62
Rows:

NVIDIA CORPORATION

OTR
COM
Shares448.95K
TypeSH
Market value$89.83M
7.14%
Sole
415.48K
Shared
0.00
None
33.47K

TAIWAN SEMICONDUCTOR MANUFAC

SOLE
SPONSORED ADS
Shares185.77K
TypeSH
Market value$88.72M
7.05%
Sole
174.44K
Shared
0.00
None
11.33K

JPMORGAN CHASE & CO

SOLE
COM
Shares248.47K
TypeSH
Market value$81.33M
6.46%
Sole
230.78K
Shared
0.00
None
17.68K

TJX COS INC NEW

SOLE
COM
Shares512.17K
TypeSH
Market value$77.59M
6.16%
Sole
474.94K
Shared
0.00
None
37.23K

APPLE INC

OTR
COM
Shares251.21K
TypeSH
Market value$72.69M
5.77%
Sole
236.48K
Shared
0.00
None
14.73K

MICROSOFT CORP

SOLE
COM
Shares168.15K
TypeSH
Market value$62.72M
4.98%
Sole
158.19K
Shared
0.00
None
9.96K

TEXAS INSTRS INC

OTR
COM
Shares205K
TypeSH
Market value$61.10M
4.85%
Sole
191.69K
Shared
0.00
None
13.30K

AMAZON COM INC

OTR
COM
Shares236.78K
TypeSH
Market value$56.43M
4.48%
Sole
218.70K
Shared
0.00
None
18.08K

ANALOG DEVICES INC

OTR
COM
Shares138.50K
TypeSH
Market value$55.01M
4.37%
Sole
126.80K
Shared
0.00
None
11.71K

SHERWIN WILLIAMS CO

SOLE
COM
Shares156.47K
TypeSH
Market value$53.87M
4.28%
Sole
144.09K
Shared
0.00
None
12.38K

VISA INC

SOLE
COM CL A
Shares148.76K
TypeSH
Market value$51.04M
4.05%
Sole
137.51K
Shared
0.00
None
11.24K

AMGEN INC

SOLE
COM
Shares136.51K
TypeSH
Market value$49.43M
3.93%
Sole
127.09K
Shared
0.00
None
9.42K

UNION PAC CORP

SOLE
COM
Shares178.26K
TypeSH
Market value$48.49M
3.85%
Sole
166.71K
Shared
0.00
None
11.56K

DEERE & CO

OTR
COM
Shares76.03K
TypeSH
Market value$48.23M
3.83%
Sole
70.81K
Shared
0.00
None
5.21K

PARKER-HANNIFIN CORP

SOLE
COM
Shares45.76K
TypeSH
Market value$44.75M
3.56%
Sole
42.33K
Shared
0.00
None
3.42K

LINDE PLC

SOLE
SHS
Shares74.46K
TypeSH
Market value$38.64M
3.07%
Sole
70.29K
Shared
0.00
None
4.16K

WATSCO INC

OTR
COM
Shares75.84K
TypeSH
Market value$31.60M
2.51%
Sole
70.29K
Shared
0.00
None
5.55K

DELL TECHNOLOGIES INC

SOLE
CL C
Shares65.79K
TypeSH
Market value$28.39M
2.25%
Sole
59.69K
Shared
0.00
None
6.11K

PROGRESSIVE CORP

SOLE
COM
Shares116.61K
TypeSH
Market value$25.47M
2.02%
Sole
106.60K
Shared
0.00
None
10.01K

DISNEY WALT CO

SOLE
COM
Shares255.31K
TypeSH
Market value$24.57M
1.95%
Sole
237K
Shared
0.00
None
18.32K

BANCO SANTANDER SA

SOLE
ADR
Shares1.65M
TypeSH
Market value$22.84M
1.81%
Sole
1.52M
Shared
0.00
None
139.85K

MIZUHO FINANCIAL GROUP INC

SOLE
SPONSORED ADR
Shares2.23M
TypeSH
Market value$21.40M
1.70%
Sole
2.06M
Shared
0.00
None
173.54K

BROADCOM INC

SOLE
COM
Shares54.71K
TypeSH
Market value$20.67M
1.64%
Sole
49.70K
Shared
0.00
None
5K

OLD DOMINION FREIGHT LINE IN

SOLE
COM
Shares86.54K
TypeSH
Market value$18.74M
1.49%
Sole
78.57K
Shared
0.00
None
7.96K

SPOTIFY TECHNOLOGY S A

SOLE
SHS
Shares38.48K
TypeSH
Market value$17.67M
1.40%
Sole
35.35K
Shared
0.00
None
3.12K
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