WILKINSON GLOBAL ASSET MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ODFL | 101K | $14.22M |
 | WSO | 82K | $33.02M |
 | INTU | 62K | $42.23M |
 | KNSL | 57K | $24.13M |
 | COIN | 50K | $16.74M |
 | PH | 48K | $36.72M |
 | SPOT | 44K | $30.71M |
 | AVGO | 38K | $12.44M |
 | WFC | 30K | $2.55M |
 | MRK | 26K | $2.16M |
 | XOM | 22K | $2.48M |
 | MA | 21K | $11.78M |
 | ABBV | 18K | $4.06M |
 | UHT | 17K | $665.89K |
 | SONY | 15K | $441.35K |
 | JNJ | 14K | $2.54M |
 | SGU | 10K | $118.30K |
 | ZTS | 9K | $1.34M |
 | PNW | 9K | $806.94K |
 | MCD | 9K | $2.63M |
Old Dominion Freight Line, Inc.
ODFL
Shares Held
101K
Value
$14.22M
Watsco, Inc.
WSO
Shares Held
82K
Value
$33.02M
Intuit Inc.
INTU
Shares Held
62K
Value
$42.23M
Kinsale Capital Group, Inc.
KNSL
Shares Held
57K
Value
$24.13M
Coinbase Global, Inc.
COIN
Shares Held
50K
Value
$16.74M
Parker-Hannifin Corporation
PH
Shares Held
48K
Value
$36.72M
Spotify Technology S.A.
SPOT
Shares Held
44K
Value
$30.71M
Broadcom Inc.
AVGO
Shares Held
38K
Value
$12.44M
Wells Fargo & Company
WFC
Shares Held
30K
Value
$2.55M
Merck & Co., Inc.
MRK
Shares Held
26K
Value
$2.16M
Exxon Mobil Corporation
XOM
Shares Held
22K
Value
$2.48M
Mastercard Incorporated
MA
Shares Held
21K
Value
$11.78M
AbbVie Inc.
ABBV
Shares Held
18K
Value
$4.06M
Universal Health Realty Income Trust
UHT
Shares Held
17K
Value
$665.89K
Sony Group Corporation
SONY
Shares Held
15K
Value
$441.35K
Johnson & Johnson
JNJ
Shares Held
14K
Value
$2.54M
Star Group, L.P.
SGU
Shares Held
10K
Value
$118.30K
Zoetis Inc.
ZTS
Shares Held
9K
Value
$1.34M
Pinnacle West Capital Corporation
PNW
Shares Held
9K
Value
$806.94K
McDonald's Corporation
MCD
Shares Held
9K
Value
$2.63M