Wilkinson Global Asset Management LLC Diversified Active

Location: New York, NY

CIK: 0001764000 · Show all filings

Period: Q1 2024 (← Previous) (Next →)

Filing Date: May 10, 2024

Total Value: $1.59B (100.0% shares, 0.0% debt)

Holdings (86)

MSFT MICROSOFT CORP 7.9%
Value $126M Shares 300,468 Est. Cost $222.90 Unrealized +79.1%
TJX TJX COS INC NEW 7.2%
Value $114M Shares 1,123,742 Est. Cost $62.43 Unrealized +51.6%
JPM JPMORGAN CHASE & CO 6.4%
Value $102M Shares 510,883 Est. Cost $127.41 Unrealized +36.3%
TM TOYOTA MOTOR CORP 5.4%
Value $85.46M Shares 339,540 Est. Cost $162.49 Unrealized
AMGN AMGEN INC 5.3%
Value $84.85M Shares 298,416 Est. Cost $211.52 Unrealized +30.5%
ACN ACCENTURE PLC IRELAND 5.1%
Value $81.85M Shares 236,155 Est. Cost $241.32 Unrealized +47.0%
AAPL APPLE INC 5.0%
Value $79.88M Shares 465,810 Est. Cost $125.08 Unrealized +44.1%
UNP UNION PAC CORP 4.9%
Value $78.25M Shares 318,190 Est. Cost $188.33 Unrealized +25.1%
NVDA NVIDIA CORPORATION 4.1%
Value $64.93M Shares 71,865 Est. Cost $18.84 Unrealized +284.5%
DIS DISNEY WALT CO 4.1%
Value $64.6M Shares 527,966 Est. Cost $164.32 Unrealized -37.7%
TXN TEXAS INSTRS INC 3.6%
Value $57.56M Shares 330,402 Est. Cost $151.31 Unrealized +4.3%
SHW SHERWIN WILLIAMS CO 3.6%
Value $56.83M Shares 163,620 Est. Cost $251.68 Unrealized +24.5%
DE DEERE & CO 3.5%
Value $55.29M Shares 134,615 Est. Cost $355.57 Unrealized +4.8%
LIN LINDE PLC 3.2%
Value $51.68M Shares 111,296 Est. Cost $401.20 Unrealized +5.3%
V VISA INC 3.0%
Value $48.21M Shares 172,742 Est. Cost $203.18 Unrealized +34.1%
AMZN AMAZON COM INC 2.9%
Value $46.78M Shares 259,323 Est. Cost $126.61 Unrealized +31.8%
INTU INTUIT 2.8%
Value $44.73M Shares 68,814 Est. Cost $373.72 Unrealized +68.9%
ADI ANALOG DEVICES INC 2.6%
Value $41.61M Shares 210,365 Est. Cost $141.45 Unrealized +31.7%
TMO THERMO FISHER SCIENTIFIC INC 2.5%
Value $39.79M Shares 68,469 Est. Cost $471.83 Unrealized +18.2%
WSO WATSCO INC 2.5%
Value $39.68M Shares 91,850 Est. Cost $291.29 Unrealized +37.9%
PGR PROGRESSIVE CORP 2.2%
Value $34.48M Shares 166,729 Est. Cost $82.27 Unrealized +107.4%
POOL POOL CORP 2.0%
Value $32.27M Shares 79,973 Est. Cost $329.00 Unrealized +15.5%
HDB HDFC BANK LTD 1.7%
Value $27.32M Shares 488,204 Est. Cost $77.69 Unrealized
CMG CHIPOTLE MEXICAN GRILL INC 1.5%
Value $24.21M Shares 8,330 Est. Cost $38.99 Unrealized +31.2%
ZTS ZOETIS INC 1.3%
Value $20.66M Shares 122,113 Est. Cost $152.39 Unrealized +20.3%
YETI YETI HLDGS INC 1.1%
Value $17.52M Shares 454,471 Est. Cost $70.56 Unrealized -40.1%
ODFL OLD DOMINION FREIGHT LINE IN 0.7%
Value $10.99M Shares 50,090 Est. Cost $206.08 Unrealized 0.0%
RACE FERRARI N V 0.3%
Value $4.309M Shares 9,885 Est. Cost $204.80 Unrealized +89.2%
MRK MERCK & CO INC 0.3%
Value $3.98M Shares 30,165 Est. Cost $63.20 Unrealized +83.2%
ABBV ABBVIE INC 0.2%
Value $3.435M Shares 18,862 Est. Cost $92.00 Unrealized +76.1%
BRK/B BERKSHIRE HATHAWAY INC DEL 0.2%
Value $3.241M Shares 7,708 Est. Cost $253.67 Unrealized +55.1%
CVX CHEVRON CORP NEW 0.2%
Value $2.817M Shares 17,857 Est. Cost $104.22 Unrealized +33.4%
JNJ JOHNSON & JOHNSON 0.2%
Value $2.815M Shares 17,798 Est. Cost $145.80 Unrealized +3.0%
XOM EXXON MOBIL CORP 0.2%
Value $2.762M Shares 23,758 Est. Cost $43.41 Unrealized +126.0%
MCD MCDONALDS CORP 0.2%
Value $2.505M Shares 8,885 Est. Cost $191.26 Unrealized +45.4%
LOW LOWES COS INC 0.1%
Value $2.356M Shares 9,250 Est. Cost $158.13 Unrealized +40.4%
PH PARKER-HANNIFIN CORP 0.1%
Value $2.29M Shares 4,120 Est. Cost $280.37 Unrealized +77.8%
WFC WELLS FARGO CO NEW 0.1%
Value $1.762M Shares 30,400 Est. Cost $31.62 Unrealized +58.5%
KNSL KINSALE CAP GROUP INC 0.1%
Value $1.561M Shares 2,975 Est. Cost $263.28 Unrealized +71.1%
IDXX IDEXX LABS INC 0.1%
Value $1.363M Shares 2,525 Est. Cost $478.44 Unrealized +14.2%
TSCO TRACTOR SUPPLY CO 0.1%
Value $1.294M Shares 4,945 Est. Cost $43.94 Unrealized +5.4%
BLDR BUILDERS FIRSTSOURCE INC 0.1%
Value $1.294M Shares 6,205 Est. Cost $184.81 Unrealized 0.0%
KO COCA COLA CO 0.1%
Value $1.266M Shares 20,700 Est. Cost $43.89 Unrealized +29.2%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $1.103M Shares 37,800 Est. Cost $24.36 Unrealized
ROST ROSS STORES INC 0.1%
Value $883K Shares 6,015 Est. Cost $112.20 Unrealized +25.1%
BXMT BLACKSTONE MTG TR INC 0.1%
Value $836K Shares 42,000 Est. Cost $31.13 Unrealized
GOOGL ALPHABET INC 0.0%
Value $732K Shares 4,847 Est. Cost $110.84 Unrealized +28.1%
PNW PINNACLE WEST CAP CORP 0.0%
Value $673K Shares 9,000 Est. Cost $62.43 Unrealized +4.4%
FANG DIAMONDBACK ENERGY INC 0.0%
Value $654K Shares 3,300 Est. Cost $107.46 Unrealized +47.9%
GLD SPDR GOLD TR 0.0%
Value $648K Shares 3,150 Est. Cost $161.35 Unrealized
UHT UNIVERSAL HEALTH RLTY INCOME 0.0%
Value $624K Shares 17,000 Est. Cost $67.76 Unrealized
IDN INTELLICHECK INC 0.0%
Value $606K Shares 174,184 Est. Cost $5.39 Unrealized -64.4%
AMG AFFILIATED MANAGERS GROUP IN 0.0%
Value $603K Shares 3,600 Est. Cost $128.12 Unrealized +21.3%
GOOG ALPHABET INC 0.0%
Value $585K Shares 3,845 Est. Cost $110.66 Unrealized +29.5%
WEX WEX INC 0.0%
Value $582K Shares 2,450 Est. Cost $211.04 Unrealized +2.0%
META META PLATFORMS INC 0.0%
Value $517K Shares 1,065 Est. Cost $281.08 Unrealized +57.7%
PIONEER NAT RES CO 0.0%
Value $500K Shares 1,905 Est. Cost $216.46 Unrealized
MPLX MPLX LP 0.0%
Value $476K Shares 11,445 Est. Cost $35.57 Unrealized
EOG EOG RES INC 0.0%
Value $472K Shares 3,690 Est. Cost $97.66 Unrealized +13.0%
CYBERARK SOFTWARE LTD 0.0%
Value $454K Shares 1,710 Est. Cost $130.41 Unrealized
ASML ASML HOLDING N V 0.0%
Value $446K Shares 460 Est. Cost $546.40 Unrealized
NVO NOVO-NORDISK A S 0.0%
Value $434K Shares 3,380 Est. Cost $95.37 Unrealized
COP CONOCOPHILLIPS 0.0%
Value $426K Shares 3,345 Est. Cost $90.00 Unrealized +19.6%
MS MORGAN STANLEY 0.0%
Value $423K Shares 4,494 Est. Cost $76.73 Unrealized +8.4%
AZN ASTRAZENECA PLC 0.0%
Value $414K Shares 6,113 Est. Cost $64.27 Unrealized
LLY ELI LILLY & CO 0.0%
Value $405K Shares 521 Est. Cost $414.98 Unrealized +69.3%
STZ CONSTELLATION BRANDS INC 0.0%
Value $382K Shares 1,405 Est. Cost $210.96 Unrealized +15.4%
WY WEYERHAEUSER CO MTN BE 0.0%
Value $373K Shares 10,400 Est. Cost $33.56 Unrealized -4.9%
UPS UNITED PARCEL SERVICE INC 0.0%
Value $373K Shares 2,507 Est. Cost $140.24 Unrealized -2.7%
AMAT APPLIED MATLS INC 0.0%
Value $370K Shares 1,793 Est. Cost $112.60 Unrealized +60.2%
CP CANADIAN PACIFIC KANSAS CITY 0.0%
Value $356K Shares 4,035 Est. Cost $77.51 Unrealized +6.9%
BKNG BOOKING HOLDINGS INC 0.0%
Value $337K Shares 93 Est. Cost $2268.01 Unrealized +54.7%
PG PROCTER AND GAMBLE CO 0.0%
Value $333K Shares 2,050 Est. Cost $115.68 Unrealized +29.6%
MELI MERCADOLIBRE INC 0.0%
Value $299K Shares 198 Est. Cost $1636.68 Unrealized 0.0%
WMB WILLIAMS COS INC 0.0%
Value $298K Shares 7,650 Est. Cost $17.83 Unrealized +85.0%
NFLX NETFLIX INC 0.0%
Value $267K Shares 440 Est. Cost $28.05 Unrealized +101.0%
WMT WALMART INC 0.0%
Value $257K Shares 4,278 Est. Cost $52.58 Unrealized +6.6%
CMI CUMMINS INC 0.0%
Value $253K Shares 860 Est. Cost $221.90 Unrealized +11.6%
APA APA CORPORATION 0.0%
Value $240K Shares 6,995 Est. Cost $37.71 Unrealized -22.3%
PANW PALO ALTO NETWORKS INC 0.0%
Value $240K Shares 846 Est. Cost $133.70 Unrealized +18.0%
SONY SONY GROUP CORP 0.0%
Value $234K Shares 2,730 Est. Cost $85.74 Unrealized
ABT ABBOTT LABS 0.0%
Value $219K Shares 1,926 Est. Cost $96.07 Unrealized +15.3%
ORCL ORACLE CORP 0.0%
Value $216K Shares 1,720 Est. Cost $75.93 Unrealized +48.0%
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value $215K Shares 860 Est. Cost $231.16 Unrealized +1.3%
MDLZ MONDELEZ INTL INC 0.0%
Value $210K Shares 3,000 Est. Cost $61.12 Unrealized +12.7%
CSCO CISCO SYS INC 0.0%
Value $209K Shares 4,194 Est. Cost $43.54 Unrealized +8.4%