$1.26 Billion is the total value of Wilkinson Global Asset Management LLC's 129 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| New | LINDE PLC | $533,160 | – | 1,500 | +100.0% | 0.04% | – | |
| MDLZ | New | MONDELEZ INTL INCcl a | $209,160 | – | 3,000 | +100.0% | 0.02% | – |
| AMAT | New | APPLIED MATLS INC | $220,234 | – | 1,793 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 14 | Q2 2024 | 8.3% |
| APPLE INC | 14 | Q2 2024 | 7.9% |
| TJX COS INC NEW | 14 | Q2 2024 | 8.3% |
| ACCENTURE PLC IRELAND | 14 | Q2 2024 | 6.7% |
| JPMORGAN CHASE & CO. | 14 | Q2 2024 | 6.4% |
| UNION PAC CORP | 14 | Q2 2024 | 6.4% |
| AMGEN INC | 14 | Q2 2024 | 6.2% |
| DISNEY WALT CO | 14 | Q2 2024 | 5.5% |
| TOYOTA MOTOR CORP | 14 | Q2 2024 | 5.4% |
| TEXAS INSTRS INC | 14 | Q2 2024 | 4.9% |
View Wilkinson Global Asset Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-06 |
| N-PX | 2024-08-06 |
| 13F-HR | 2024-05-10 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-07-28 |
| 13F-HR | 2023-05-12 |
| 13F-HR | 2023-01-31 |
| 13F-HR | 2022-10-19 |
| 13F-HR | 2022-07-26 |
View Wilkinson Global Asset Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.