Wilkinson Global Asset Management LLC - Q3 2023 holdings

$1.3 Billion is the total value of Wilkinson Global Asset Management LLC's 128 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .

 Value Shares↓ Weighting
HXL ExitHEXCEL CORP NEW$0-2,700
-100.0%
-0.02%
PANW ExitPALO ALTO NETWORKS INC$0-846
-100.0%
-0.02%
ABT ExitABBOTT LABS$0-1,981
-100.0%
-0.02%
NKE ExitNIKE INCcl b$0-2,000
-100.0%
-0.02%
DLTR ExitDOLLAR TREE INC$0-1,773
-100.0%
-0.02%
PEP ExitPEPSICO INC$0-1,798
-100.0%
-0.02%
KHC ExitKRAFT HEINZ CO$0-26,098
-100.0%
-0.07%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2023-11-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP11Q3 20238.3%
APPLE INC11Q3 20237.9%
TJX COS INC NEW11Q3 20238.3%
ACCENTURE PLC IRELAND11Q3 20236.7%
JPMORGAN CHASE & CO11Q3 20236.2%
UNION PAC CORP11Q3 20236.4%
AMGEN INC11Q3 20236.2%
DISNEY WALT CO11Q3 20235.5%
TOYOTA MOTOR CORP11Q3 20235.0%
SHERWIN WILLIAMS CO11Q3 20233.5%

View Wilkinson Global Asset Management LLC's complete holdings history.

Latest filings
TypeFiled
13F-HR2024-02-12
13F-HR2023-11-14
13F-HR2023-07-28
13F-HR2023-05-12
13F-HR2023-01-31
13F-HR2022-10-19
13F-HR2022-07-26
13F-HR2022-05-09
13F-HR2022-02-14
13F-HR2021-11-15

View Wilkinson Global Asset Management LLC's complete filings history.

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