WILKINSON GLOBAL ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TJX | 868K | $125.51M |
 | CMG | 547K | $21.44M |
 | NVDA | 476K | $88.72M |
 | DIS | 444K | $50.81M |
 | JPM | 381K | $120.16M |
 | TXN | 369K | $67.88M |
 | AAPL | 367K | $93.38M |
 | TSM | 288K | $80.39M |
 | UNP | 279K | $66.03M |
 | AMZN | 249K | $54.62M |
 | MSFT | 245K | $126.79M |
 | IDN | 232K | $1.21M |
 | AMGN | 218K | $61.62M |
 | SHW | 214K | $74.24M |
 | ACN | 197K | $48.47M |
 | ADI | 188K | $46.12M |
 | V | 159K | $54.38M |
 | PGR | 151K | $37.28M |
 | DE | 121K | $55.19M |
 | LIN | 117K | $55.54M |
The TJX Companies, Inc.
TJX
Shares Held
868K
Value
$125.51M
Chipotle Mexican Grill, Inc.
CMG
Shares Held
547K
Value
$21.44M
NVIDIA Corporation
NVDA
Shares Held
476K
Value
$88.72M
The Walt Disney Company
DIS
Shares Held
444K
Value
$50.81M
JPMorgan Chase & Co.
JPM
Shares Held
381K
Value
$120.16M
Texas Instruments Incorporated
TXN
Shares Held
369K
Value
$67.88M
Apple Inc.
AAPL
Shares Held
367K
Value
$93.38M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
288K
Value
$80.39M
Union Pacific Corporation
UNP
Shares Held
279K
Value
$66.03M
Amazon.com, Inc.
AMZN
Shares Held
249K
Value
$54.62M
Microsoft Corporation
MSFT
Shares Held
245K
Value
$126.79M
Intellicheck, Inc.
IDN
Shares Held
232K
Value
$1.21M
Amgen Inc.
AMGN
Shares Held
218K
Value
$61.62M
The Sherwin-Williams Company
SHW
Shares Held
214K
Value
$74.24M
Accenture plc
ACN
Shares Held
197K
Value
$48.47M
Analog Devices, Inc.
ADI
Shares Held
188K
Value
$46.12M
Visa Inc.
V
Shares Held
159K
Value
$54.38M
The Progressive Corporation
PGR
Shares Held
151K
Value
$37.28M
Deere & Company
DE
Shares Held
121K
Value
$55.19M
Linde plc
LIN
Shares Held
117K
Value
$55.54M