WILKINSON GLOBAL ASSET MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TJX | 780K | $119.87M |
 | NVDA | 468K | $87.22M |
 | DIS | 398K | $45.27M |
 | JPM | 354K | $114.08M |
 | AAPL | 344K | $93.61M |
 | TXN | 338K | $58.71M |
 | TSM | 269K | $81.86M |
 | UNP | 259K | $60.01M |
 | AMZN | 247K | $57.09M |
 | IDN | 238K | $1.59M |
 | MSFT | 229K | $110.65M |
 | UBER | 218K | $17.79M |
 | SHW | 203K | $65.73M |
 | AMGN | 201K | $65.63M |
 | ADI | 185K | $50.11M |
 | ACN | 179K | $48.12M |
 | V | 157K | $54.95M |
 | PGR | 149K | $33.83M |
 | LIN | 118K | $50.16M |
 | DE | 111K | $51.53M |
The TJX Companies, Inc.
TJX
Shares Held
780K
Value
$119.87M
NVIDIA Corporation
NVDA
Shares Held
468K
Value
$87.22M
The Walt Disney Company
DIS
Shares Held
398K
Value
$45.27M
JPMorgan Chase & Co.
JPM
Shares Held
354K
Value
$114.08M
Apple Inc.
AAPL
Shares Held
344K
Value
$93.61M
Texas Instruments Incorporated
TXN
Shares Held
338K
Value
$58.71M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
269K
Value
$81.86M
Union Pacific Corporation
UNP
Shares Held
259K
Value
$60.01M
Amazon.com, Inc.
AMZN
Shares Held
247K
Value
$57.09M
Intellicheck, Inc.
IDN
Shares Held
238K
Value
$1.59M
Microsoft Corporation
MSFT
Shares Held
229K
Value
$110.65M
Uber Technologies, Inc.
UBER
Shares Held
218K
Value
$17.79M
The Sherwin-Williams Company
SHW
Shares Held
203K
Value
$65.73M
Amgen Inc.
AMGN
Shares Held
201K
Value
$65.63M
Analog Devices, Inc.
ADI
Shares Held
185K
Value
$50.11M
Accenture plc
ACN
Shares Held
179K
Value
$48.12M
Visa Inc.
V
Shares Held
157K
Value
$54.95M
The Progressive Corporation
PGR
Shares Held
149K
Value
$33.83M
Linde plc
LIN
Shares Held
118K
Value
$50.16M
Deere & Company
DE
Shares Held
111K
Value
$51.53M