Investor Details
| Filer Name: | WILKINSON GLOBAL ASSET MANAGEMENT LLC |
|---|---|
| CIK: | 1764000 |
| Period: | 2024-12-31 |
| Filed At: | 2025-01-31 |
| Number of Holdings: | 79 |
| Portfolio Value: | $1.63B |
Wilkinson Global Asset Management Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| TJX | US | TJX COMPANIES INC | 1,006,161 | $122M | 7.47% | -1.2% | - |
| MSFT | US | MICROSOFT CORP | 275,511 | $116M | 7.14% | -0.8% | - |
| AAPL | US | APPLE INC | 445,456 | $112M | 6.86% | -0.8% | - |
| JPM | US | JPMORGAN CHASE & CO | 455,408 | $109M | 6.71% | -6.9% | - |
| NVDA | US | NVIDIA CORP | 592,268 | $80M | 4.89% | -0.9% | - |
| ACN | US | ACCENTURE PLC-CL A | 224,790 | $79M | 4.86% | -1.0% | - |
| AMGN | US | AMGEN INC | 279,105 | $73M | 4.47% | -2.1% | - |
| UNP | US | UNION PACIFIC CORP | 316,540 | $72M | 4.44% | -0.9% | - |
| TXN | US | TEXAS INSTRUMENTS INC | 384,293 | $72M | 4.43% | -1.2% | - |
| TM | US | TOYOTA MOTOR CORP -SPON ADR | 300,513 | $58M | 3.59% | -1.7% | - |
| DE | US | DEERE & CO | 134,947 | $57M | 3.51% | 5.1% | - |
| AMZN | US | AMAZON.COM INC | 258,010 | $57M | 3.48% | 0.2% | - |
| DIS | US | WALT DISNEY CO/THE | 500,371 | $56M | 3.42% | -1.3% | - |
| SHW | US | SHERWIN-WILLIAMS CO/THE | 152,584 | $52M | 3.19% | -0.5% | - |
| V | US | VISA INC-CLASS A SHARES | 163,394 | $52M | 3.17% | 0.1% | - |
| LIN | US | LINDE PLC | 120,069 | $50M | 3.09% | -0.9% | - |
| ADI | US | ANALOG DEVICES INC | 199,431 | $42M | 2.60% | -0.2% | - |
| WSO | US | WATSCO INC | 87,128 | $41M | 2.54% | -0.2% | - |
| INTU | US | INTUIT INC | 64,501 | $41M | 2.49% | -0.2% | - |
| PGR | US | PROGRESSIVE CORP | 157,576 | $38M | 2.32% | -0.9% | - |