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The Analysis of Wilkinson Global Asset Management LLC's Holdings & P&L

Currently, Wilkinson Global Asset Management LLC holds 60 types of securities in its portfolio with a total value $1.3B. In the most recent quarter, they have increased their positions in SAN (+1.6M shares, valued at $18.1M), N/A (+17.4K shares, valued at $5.4M), SPOT (+5.4K shares, valued at $2.6M); decreased their positions in N/A (-178.0K shares, valued at $35.3M), INTU (-25.2K shares, valued at $10.9M), MA (-18.7K shares, valued at $9.3M).

1M P&L

+5.0M+0.35%

3M P&L

+44.3M+3.17%

HY P&L

+130.3M+9.96%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Semiconductors277.9M

20.6%

2Apparel Retail120.6M

9.0%

3Banks - Diversified117.4M

8.7%

Top Industries by Stock Count

1Drug Manufacturers - General4 stocks

7.4%

2Semiconductors4 stocks

7.4%

3Banks - Diversified3 stocks

5.6%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

TJX TJX COS INC NEW729.3K shares-6.54%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO331.2K shares-6.44%2026-03-312026-05-13

TSM TAIWAN SEMICONDUCTOR MANUFAC251.9K shares-6.49%2026-03-312026-05-13

AAPL APPLE INC324.4K shares-5.79%2026-03-312026-05-13

NVDA NVIDIA CORPORATION460.8K shares-1.47%2026-03-312026-05-13

MSFT MICROSOFT CORP215.5K shares-5.80%2026-03-312026-05-13

AMGN AMGEN INC186.9K shares-6.80%2026-03-312026-05-13

SHW SHERWIN WILLIAMS CO192.4K shares-5.16%2026-03-312026-05-13

Sponsored

TXN TEXAS INSTRS INC314.0K shares-7.22%2026-03-312026-05-13

DE DEERE & CO104.1K shares-5.97%2026-03-312026-05-13

UNP UNION PAC CORP241.3K shares-6.99%2026-03-312026-05-13

ADI ANALOG DEVICES INC180.6K shares-2.25%2026-03-312026-05-13

LINDE PLC LINDE PLC109.1K shares-7.30%2026-03-312026-05-13

AMZN AMAZON COM INC242.0K shares-2.13%2026-03-312026-05-13

V VISA INC153.1K shares-2.28%2026-03-312026-05-13

PH PARKER-HANNIFIN CORP46.8K shares-1.63%2026-03-312026-05-13

Sponsored

DIS DISNEY WALT CO366.3K shares-7.95%2026-03-312026-05-13

PGR PROGRESSIVE CORP145.8K shares-1.86%2026-03-312026-05-13

WSO WATSCO INC78.1K shares-1.07%2026-03-312026-05-13

SAN BANCO SANTANDER SA1.6M shares4619.14%2026-03-312026-05-13

SPOT SPOTIFY TECHNOLOGY S A37.9K shares16.51%2026-03-312026-05-13

BROADCOM INC BROADCOM INC54.8K shares46.50%2026-03-312026-05-13

UBER UBER TECHNOLOGIES INC222.8K shares2.32%2026-03-312026-05-13

INTU INTUIT35.5K shares-41.53%2026-03-312026-05-13

Sponsored

ABBV ABBVIE INC17.5K shares-1.52%2026-03-312026-05-13

XOM EXXON MOBIL CORP22.0K shares0.00%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON13.7K shares-1.65%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL5.9K shares-6.35%2026-03-312026-05-13

MCD MCDONALDS CORP8.6K shares-0.46%2026-03-312026-05-13

WFC WELLS FARGO & CO30.4K shares-2.41%2026-03-312026-05-13

RACE FERRARI N V5.8K shares-27.36%2026-03-312026-05-13

LOW LOWES COS INC7.8K shares0.00%2026-03-312026-05-13

Sponsored

IDN INTELLICHECK MOBILISA INC242.5K shares1.98%2026-03-312026-05-13

GLD SPDR GOLD TR2.9K shares0.00%2026-03-312026-05-13

MERCK & CO INC MERCK & CO INC8.1K shares-1.40%2026-03-312026-05-13

PNW PINNACLE WEST CAP CORP9.0K shares0.00%2026-03-312026-05-13

ROST ROSS STORES INC4.2K shares0.00%2026-03-312026-05-13

FANG DIAMONDBACK ENERGY INC4.0K shares0.00%2026-03-312026-05-13

CVX CHEVRON CORPORATION3.4K shares-0.58%2026-03-312026-05-13

UHT UNIVERSAL HEALTH RLTY INCOME17.0K shares0.00%2026-03-312026-05-13

Sponsored

ASML ASML HLDG NV465 shares0.00%2026-03-312026-05-13

EOG EOG RES INC4.2K shares0.00%2026-03-312026-05-13

ALPHABET INC ALPHABET INC2.1K shares-0.95%2026-03-312026-05-13

ALPHABET INC ALPHABET INC2.0K shares-10.29%2026-03-312026-05-13

MELI MERCADOLIBRE INC226 shares0.00%2026-03-312026-05-13

LLY ELI LILLY & CO420 shares0.00%2026-03-312026-05-13

WEX WEX INC2.5K shares0.00%2026-03-312026-05-13

META META PLATFORMS INC645 shares-7.06%2026-03-312026-05-13

Sponsored

MS MORGAN STANLEY2.2K shares0.00%2026-03-312026-05-13

IMO IMPERIAL OIL LTD2.7K shares0.00%2026-03-312026-05-13

CANADIAN PACIFIC KANSAS CITY CANADIAN PACIFIC KANSAS CITY4.0K shares0.00%2026-03-312026-05-13

WMB WILLIAMS COS INC4.1K shares0.00%2026-03-312026-05-13

COP CONOCOPHILLIPS2.3K shares0.00%2026-03-312026-05-13

MA MASTERCARD INCORPORATED585 shares-96.97%2026-03-312026-05-13

SONY SONY GROUP CORP13.7K shares-12.71%2026-03-312026-05-13

ACCENTURE PLC IRELAND ACCENTURE PLC IRELAND1.4K shares-99.23%2026-03-312026-05-13

Sponsored

MMM 3M CO1.8K shares0.00%2026-03-312026-05-13

NFLX NETFLIX INC.2.6K shares23.54%2026-03-312026-05-13

CITIGROUP INC CITIGROUP INC2.2K shares-16.58%2026-03-312026-05-13

SGU STAR GROUP LP10.0K shares0.00%2026-03-312026-05-13

TJX

TJX COS INC NEW

-6.54%

Shares729.3K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-6.44%

Shares331.2K

Event2026-03-31

Filed2026-05-13

TSM

TAIWAN SEMICONDUCTOR MANUFAC

-6.49%

Shares251.9K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-5.79%

Shares324.4K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

-1.47%

Shares460.8K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

-5.80%

Shares215.5K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

-6.80%

Shares186.9K

Event2026-03-31

Filed2026-05-13

SHW

SHERWIN WILLIAMS CO

-5.16%

Shares192.4K

Event2026-03-31

Filed2026-05-13

TXN

TEXAS INSTRS INC

-7.22%

Shares314.0K

Event2026-03-31

Filed2026-05-13

DEERE & CO

-5.97%

Shares104.1K

Event2026-03-31

Filed2026-05-13

UNP

UNION PAC CORP

-6.99%

Shares241.3K

Event2026-03-31

Filed2026-05-13

ADI

ANALOG DEVICES INC

-2.25%

Shares180.6K

Event2026-03-31

Filed2026-05-13

LINDE PLC

-7.30%

Shares109.1K

Event2026-03-31

Filed2026-05-13

AMZN

AMAZON COM INC

-2.13%

Shares242.0K

Event2026-03-31

Filed2026-05-13

VISA INC

-2.28%

Shares153.1K

Event2026-03-31

Filed2026-05-13

PARKER-HANNIFIN CORP

-1.63%

Shares46.8K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO

-7.95%

Shares366.3K

Event2026-03-31

Filed2026-05-13

PGR

PROGRESSIVE CORP

-1.86%

Shares145.8K

Event2026-03-31

Filed2026-05-13

WSO

WATSCO INC

-1.07%

Shares78.1K

Event2026-03-31

Filed2026-05-13

SAN

BANCO SANTANDER SA

4619.14%

Shares1.6M

Event2026-03-31

Filed2026-05-13

SPOT

SPOTIFY TECHNOLOGY S A

16.51%

Shares37.9K

Event2026-03-31

Filed2026-05-13

BROADCOM INC

46.50%

Shares54.8K

Event2026-03-31

Filed2026-05-13

UBER

UBER TECHNOLOGIES INC

2.32%

Shares222.8K

Event2026-03-31

Filed2026-05-13

INTU

INTUIT

-41.53%

Shares35.5K

Event2026-03-31

Filed2026-05-13

ABBV

ABBVIE INC

-1.52%

Shares17.5K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-1.65%

Shares13.7K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-6.35%

Shares5.9K

Event2026-03-31

Filed2026-05-13

MCD

MCDONALDS CORP

-0.46%

Shares8.6K

Event2026-03-31

Filed2026-05-13

WFC

WELLS FARGO & CO

-2.41%

Shares30.4K

Event2026-03-31

Filed2026-05-13

RACE

FERRARI N V

-27.36%

Shares5.8K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

0.00%

Shares7.8K

Event2026-03-31

Filed2026-05-13

IDN

INTELLICHECK MOBILISA INC

1.98%

Shares242.5K

Event2026-03-31

Filed2026-05-13

GLD

SPDR GOLD TR

0.00%

Shares2.9K

Event2026-03-31

Filed2026-05-13

MERCK & CO INC

-1.40%

Shares8.1K

Event2026-03-31

Filed2026-05-13

PNW

PINNACLE WEST CAP CORP

0.00%

Shares9.0K

Event2026-03-31

Filed2026-05-13

ROST

ROSS STORES INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-13

FANG

DIAMONDBACK ENERGY INC

0.00%

Shares4.0K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-0.58%

Shares3.4K

Event2026-03-31

Filed2026-05-13

UHT

UNIVERSAL HEALTH RLTY INCOME

0.00%

Shares17.0K

Event2026-03-31

Filed2026-05-13

ASML

ASML HLDG NV

0.00%

Shares465

Event2026-03-31

Filed2026-05-13

EOG

EOG RES INC

0.00%

Shares4.2K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-0.95%

Shares2.1K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-10.29%

Shares2.0K

Event2026-03-31

Filed2026-05-13

MELI

MERCADOLIBRE INC

0.00%

Shares226

Event2026-03-31

Filed2026-05-13

LLY

ELI LILLY & CO

0.00%

Shares420

Event2026-03-31

Filed2026-05-13

WEX

WEX INC

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-13