WG
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Wilkinson Global Asset Management LLC13F | |
| Wilkinson Global Asset Management LLC | |
| Last update 2025-05-01 | 75 Stocks (2 new) |
| Value $1.60 Bil | Turnover 2 % |
Wilkinson Global Asset Managem... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
TJX | TJX Companies Inc | 990,071 | 120,590.6 | -1.60% | 7.540 | -0.12% | 0.090 | +1.10% | +4.07% | 139,385.0 | Retail - Cyclical | |
JPM | JPMorgan Chase & Co | 448,529 | 110,024.2 | -1.51% | 6.880 | -0.10% | 0.020 | +27.68% | +23.35% | 800,072.7 | Banks | |
MSFT | Microsoft Corp | 271,516 | 101,924.4 | -1.45% | 6.370 | -0.10% | 0.000 | +42.29% | +21.48% | 3,791,043.3 | Software | |
AAPL | Apple Inc | 437,707 | 97,227.9 | -1.74% | 6.080 | -0.12% | 0.000 | +10.15% | -14.95% | 3,173,564.3 | Hardware | |
AMGN | Amgen Inc | 276,247 | 86,064.8 | -1.02% | 5.380 | -0.05% | 0.050 | +9.06% | +15.45% | 159,091.1 | Drug Manufacturers | |
SHW | Sherwin-Williams Co | 220,333 | 76,938.1 | +44.40% | 4.810 | +1.48% | 0.090 | +6.13% | +0.84% | 85,530.0 | Chemicals | |
UNP | Union Pacific Corp | 311,853 | 73,672.1 | -1.48% | 4.610 | -0.07% | 0.050 | +5.17% | +0.19% | 134,939.9 | Transportation | |
ACN | Accenture PLC | 222,051 | 69,288.8 | -1.22% | 4.330 | -0.06% | 0.040 | +1.66% | -18.56% | 175,924.7 | Software | |
TXN | Texas Instruments Inc | 378,563 | 68,027.8 | -1.49% | 4.250 | -0.07% | 0.040 | +48.62% | +16.26% | 194,930.9 | Semiconductors | |
NVDA | NVIDIA Corp | 590,908 | 64,042.6 | -0.23% | 4.000 | -0.01% | 0.000 | +76.86% | +27.64% | 4,179,539.5 | Semiconductors |
Wilkinson Global Asset Management LLC's Historical Top Holdings Breakdowns
Wilkinson Global Asset Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHW | Sherwin-Williams Co | 2025-03-31 | Add Add | +1.48% | 330.16 ($350.95) 365.55 | $341.30 | -2.75% | Add 44.4% | 220,333 | 67,749 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.12% | 209.68 ($231.67) 247.1 | $212.48 | -8.28% | Reduce -1.74% | 437,707 | -7,749 | |
TJX | TJX Companies Inc | 2025-03-31 | Reduce Reduce | -0.12% | 112.81 ($121.39) 126.16 | $124.94 | 2.92% | Reduce -1.6% | 990,071 | -16,090 | |
KNSL | Kinsale Capital Group Inc | 2025-03-31 | Add Add | +0.11% | 416.48 ($448.86) 494.72 | $476.02 | 6.05% | Add 9.33% | 44,172 | 3,770 | |
HDB | HDFC Bank Ltd | 2025-03-31 | Reduce Reduce | -0.10% | 58.06 ($60.99) 66.85 | $78.46 | 28.64% | Reduce -86.64% | 4,094 | -26,561 | |
JPM | JPMorgan Chase & Co | 2025-03-31 | Reduce Reduce | -0.10% | 225.19 ($254.94) 279.95 | $290.97 | 14.13% | Reduce -1.51% | 448,529 | -6,879 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.10% | 375.39 ($407.71) 447.2 | $510.06 | 25.10% | Reduce -1.45% | 271,516 | -3,995 | |
KO | Coca-Cola Co | 2025-03-31 | Sold Out Sold Out | -0.08% | 60.81 ($66.78) 72.32 | $70.07 | 4.93% | Sold Out | 0 | -20,700 | |
TXN | Texas Instruments Inc | 2025-03-31 | Reduce Reduce | -0.07% | 173.6 ($187.2) 203.96 | $214.57 | 14.62% | Reduce -1.49% | 378,563 | -5,730 | |
TM | Toyota Motor Corp | 2025-03-31 | Reduce Reduce | -0.07% | 176.53 ($186.1) 195.35 | $170.03 | -8.64% | Reduce -2.01% | 294,462 | -6,051 |
Wilkinson Global Asset Management LLC Total Holding History ($B)
Wilkinson Global Asset Management LLC's Asset Allocation
Wilkinson Global Asset Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Wilkinson Global Asset Management LLC's Hypothetical Growth since 2025-03-31
Wilkinson Global Asset Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
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Wilkinson Global Asset Management LLC's Holdings Heat Map
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Wilkinson Global Asset Management LLC's Holdings Bubble Chart
Wilkinson Global Asset Management LLC News
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