0001172661-23-000365.txt : 20230131
0001172661-23-000365.hdr.sgml : 20230131
20230131115551
ACCESSION NUMBER: 0001172661-23-000365
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20221231
FILED AS OF DATE: 20230131
DATE AS OF CHANGE: 20230131
EFFECTIVENESS DATE: 20230131
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: Wilkinson Global Asset Management LLC
CENTRAL INDEX KEY: 0001764000
IRS NUMBER: 823366686
STATE OF INCORPORATION: DE
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19149
FILM NUMBER: 23571049
BUSINESS ADDRESS:
STREET 1: 437 MADISON AVENUE
STREET 2: 33RD FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
BUSINESS PHONE: 2123016864
MAIL ADDRESS:
STREET 1: 437 MADISON AVENUE
STREET 2: 33RD FLOOR
CITY: NEW YORK
STATE: NY
ZIP: 10022
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
true
false
0001764000
XXXXXXXX
12-31-2022
12-31-2022
false
Wilkinson Global Asset Management LLC
437 Madison Avenue
33rd Floor
New York
NY
10022
13F HOLDINGS REPORT
028-19149
000292470
801-113969
N
Charlie Wilkinson
Chief Compliance Officer
212-301-6864
/s/ Charlie Wilkinson
New York
NY
01-31-2023
0
133
1202097612
INFORMATION TABLE
2
infotable.xml
3M CO
COM
88579Y101
BBG001S5T7X2
219813
1833
SH
SOLE
1833
0
0
ABBOTT LABS
COM
002824100
BBG001S5N9M6
217494
1981
SH
SOLE
1981
0
0
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
418085
2587
SH
SOLE
2587
0
0
ABBVIE INC
COM
00287Y109
BBG0025Y4RZ3
3216039
19900
SH
OTR
0
0
19900
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
BBG001SCXK90
2217440
8310
SH
OTR
0
0
8310
ACCENTURE PLC IRELAND
SHS CLASS A
G1151C101
BBG001SCXK90
66723876
250052
SH
SOLE
249397
0
655
AFFILIATED MANAGERS GROUP IN
COM
008252108
BBG001S6DMD6
650038
4103
SH
SOLE
4103
0
0
ALPHABET INC
CAP STK CL C
02079K107
BBG009S3NB21
564323
6360
SH
SOLE
6360
0
0
ALPHABET INC
CAP STK CL A
02079K305
BBG009S39JY5
569966
6460
SH
SOLE
6460
0
0
AMAZON COM INC
COM
023135106
BBG001S5PQL7
2373840
28260
SH
OTR
0
0
28260
AMAZON COM INC
COM
023135106
BBG001S5PQL7
18824400
224100
SH
SOLE
222760
0
1340
AMGEN INC
COM
031162100
BBG001S5NNL6
3868687
14730
SH
OTR
0
0
14730
AMGEN INC
COM
031162100
BBG001S5NNL6
71081678
270643
SH
SOLE
270068
0
575
ANALOG DEVICES INC
COM
032654105
BBG001S5ND38
4423889
26970
SH
OTR
0
0
26970
ANALOG DEVICES INC
COM
032654105
BBG001S5ND38
31224587
190359
SH
SOLE
189169
0
1190
APA CORPORATION
COM
03743Q108
BBG00YTS96H1
326527
6995
SH
SOLE
6995
0
0
APPLE INC
COM
037833100
BBG001S5N8V8
65233825
502069
SH
SOLE
500859
0
1210
APPLE INC
COM
037833100
BBG001S5N8V8
3919338
30165
SH
OTR
0
0
30165
APTIV PLC
SHS
G6095L109
BBG001TRL2T7
214199
2300
SH
SOLE
2300
0
0
APTIV PLC
SHS
G6095L109
BBG001TRL2T7
1005804
10800
SH
OTR
0
0
10800
ASML HOLDING N V
N Y REGISTRY SHS
N07059210
BBG001SCG0R3
251344
460
SH
SOLE
460
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
BBG001SB80N8
486329
7173
SH
SOLE
7173
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
BBG001S82KF6
259163
1085
SH
SOLE
1085
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
BBG001S90346
2807283
9088
SH
SOLE
9088
0
0
BLACKSTONE MTG TR INC
COM CL A
09257W100
BBG001S5Q7V7
1862960
88000
SH
OTR
0
0
88000
BOOKING HOLDINGS INC
COM
09857L108
BBG001S89N72
300277
149
SH
SOLE
149
0
0
CANADIAN PAC RY LTD
COM
13645T100
BBG001S7F4Z8
300971
4035
SH
SOLE
4035
0
0
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
1812849
10100
SH
OTR
0
0
10100
CHEVRON CORP NEW
COM
166764100
BBG001S67ZC5
1262174
7032
SH
SOLE
7032
0
0
CISCO SYS INC
COM
17275R102
BBG001S6HC62
388933
8164
SH
SOLE
8164
0
0
COCA COLA CO
COM
191216100
BBG001S5SMQ8
49298
775
SH
SOLE
775
0
0
COCA COLA CO
COM
191216100
BBG001S5SMQ8
1316727
20700
SH
OTR
0
0
20700
COGNEX CORP
COM
192422103
BBG001S5TC16
442363
9390
SH
SOLE
9390
0
0
CONOCOPHILLIPS
COM
20825C104
BBG001S5TZM2
405684
3438
SH
SOLE
3438
0
0
CONSTELLATION BRANDS INC
CL A
21036P108
BBG001SD31G5
535342
2310
SH
SOLE
2310
0
0
CUMMINS INC
COM
231021106
BBG001S5Q9M3
264096
1090
SH
SOLE
1090
0
0
CYBERARK SOFTWARE LTD
SHS
M2682V108
BBG006Q52QW1
221701
1710
SH
SOLE
1710
0
0
DEERE & CO
COM
244199105
BBG001S5QFF7
58205885
135754
SH
SOLE
135354
0
400
DEERE & CO
COM
244199105
BBG001S5QFF7
2819097
6575
SH
OTR
0
0
6575
DIAMONDBACK ENERGY INC
COM
25278X109
BBG002PHSZN7
451374
3300
SH
SOLE
3300
0
0
DISNEY WALT CO
COM
254687106
BBG001S5QHF3
45013397
518110
SH
SOLE
517745
0
365
DISNEY WALT CO
COM
254687106
BBG001S5QHF3
2056884
23675
SH
OTR
0
0
23675
DOLLAR TREE INC
COM
256746108
BBG001S6ZGL6
250773
1773
SH
SOLE
1773
0
0
DUKE ENERGY CORP NEW
COM NEW
26441C204
BBG001S5QNR7
926910
9000
SH
OTR
0
0
9000
EDWARDS LIFESCIENCES CORP
COM
28176E108
BBG001SF2288
111169
1490
SH
SOLE
1490
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
BBG001SF2288
99604
1335
SH
OTR
0
0
1335
ENTERPRISE PRODS PARTNERS L
COM
293792107
BBG001S9P0Z1
923796
38300
SH
SOLE
38300
0
0
EOG RES INC
COM
26875P101
BBG001S5ZB93
503833
3890
SH
SOLE
3890
0
0
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
1700605
15418
SH
SOLE
14878
0
540
EXXON MOBIL CORP
COM
30231G102
BBG001S69V32
1014760
9200
SH
OTR
0
0
9200
FERRARI N V
COM
N3167Y103
BBG009PH3Q95
1606650
7500
SH
OTR
0
0
7500
FERRARI N V
COM
N3167Y103
BBG009PH3Q95
510915
2385
SH
SOLE
2385
0
0
HDFC BANK LTD
SPONSORED ADS
40415F101
BBG001SJB7J7
31826658
465234
SH
SOLE
463119
0
2115
HDFC BANK LTD
SPONSORED ADS
40415F101
BBG001SJB7J7
3966412
57980
SH
OTR
0
0
57980
IDEXX LABS INC
COM
45168D104
BBG001S5S4Y9
1030099
2525
SH
SOLE
2525
0
0
INFOSYS LTD
SPONSORED ADR
456788108
BBG001S6ZLV4
180100
10000
SH
SOLE
10000
0
0
INTELLICHECK INC
COM NEW
45817G201
BBG001SDGNN5
211832
105916
SH
SOLE
0
0
105916
INTUIT
COM
461202103
BBG001S6TWR2
1856579
4770
SH
OTR
0
0
4770
INTUIT
COM
461202103
BBG001S6TWR2
25781154
66238
SH
SOLE
65848
0
390
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
1554520
8800
SH
OTR
0
0
8800
JOHNSON & JOHNSON
COM
478160104
BBG001S5SHQ9
3525227
19956
SH
SOLE
18746
0
1210
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
71030758
529685
SH
SOLE
528445
0
1240
JPMORGAN CHASE & CO
COM
46625H100
BBG001S8CRC3
3907674
29140
SH
OTR
0
0
29140
KINSALE CAP GROUP INC
COM
49714P108
BBG00D8JDB02
778022
2975
SH
SOLE
2975
0
0
KRAFT HEINZ CO
COM
500754106
BBG005CPNTR1
1062450
26098
SH
SOLE
26098
0
0
LEVI STRAUSS & CO NEW
CL A COM STK
52736R102
BBG001S9NVN8
816585
52615
SH
SOLE
52615
0
0
LILLY ELI & CO
COM
532457108
BBG001S5STL8
201212
550
SH
SOLE
550
0
0
LINDE PLC
SHS
G5494J103
BBG00GVR8YR8
489270
1500
SH
SOLE
1500
0
0
LOWES COS INC
COM
548661107
BBG001S5SVL3
89658
450
SH
SOLE
450
0
0
LOWES COS INC
COM
548661107
BBG001S5SVL3
1773236
8900
SH
OTR
0
0
8900
MCDONALDS CORP
COM
580135101
BBG001S5T110
2213652
8400
SH
OTR
0
0
8400
MCDONALDS CORP
COM
580135101
BBG001S5T110
450636
1710
SH
SOLE
1710
0
0
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
1760222
15865
SH
SOLE
15865
0
0
MERCK & CO INC
COM
58933Y105
BBG001S5TC52
1941625
17500
SH
OTR
0
0
17500
META PLATFORMS INC
CL A
30303M102
BBG001SQCQC5
318299
2645
SH
SOLE
2645
0
0
MICROSOFT CORP
COM
594918104
BBG001S5TD05
4503820
18780
SH
OTR
0
0
18780
MICROSOFT CORP
COM
594918104
BBG001S5TD05
75334417
314129
SH
SOLE
313274
0
855
MORGAN STANLEY
COM NEW
617446448
BBG001S9V5Z3
411072
4835
SH
SOLE
4835
0
0
NETFLIX INC
COM
64110L106
BBG001SF6L46
220570
748
SH
SOLE
748
0
0
NEXTERA ENERGY INC
COM
65339F101
BBG001S5RB29
1672000
20000
SH
OTR
0
0
20000
NEXTERA ENERGY INC
COM
65339F101
BBG001S5RB29
131252
1570
SH
SOLE
1570
0
0
NIKE INC
CL B
654106103
BBG001S6NTK2
234020
2000
SH
SOLE
2000
0
0
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
12630880
86430
SH
SOLE
85910
0
520
NVIDIA CORPORATION
COM
67066G104
BBG001S5TZJ6
925797
6335
SH
OTR
0
0
6335
ORACLE CORP
COM
68389X105
BBG001S5SJG6
279633
3421
SH
SOLE
3421
0
0
PARKER-HANNIFIN CORP
COM
701094104
BBG001S5V554
1197465
4115
SH
SOLE
4115
0
0
PAYCHEX INC
COM
704326107
BBG001S5V135
237129
2052
SH
SOLE
2052
0
0
PEPSICO INC
COM
713448108
BBG001S695T1
289598
1603
SH
SOLE
1603
0
0
PFIZER INC
COM
717081103
BBG001S5V466
727967
14207
SH
SOLE
14207
0
0
PINNACLE WEST CAP CORP
COM
723484101
BBG001S5VB15
684360
9000
SH
OTR
0
0
9000
PIONEER NAT RES CO
COM
723787107
BBG001S7V1J4
457922
2005
SH
SOLE
2005
0
0
POOL CORP
COM
73278L105
BBG001S5VBK4
1724793
5705
SH
OTR
0
0
5705
POOL CORP
COM
73278L105
BBG001S5VBK4
22877311
75670
SH
SOLE
75210
0
460
PROCTER AND GAMBLE CO
COM
742718109
BBG001S5V4L9
353135
2330
SH
SOLE
2330
0
0
PROGRESSIVE CORP
COM
743315103
BBG001S5V509
28451370
219346
SH
SOLE
218126
0
1220
PROGRESSIVE CORP
COM
743315103
BBG001S5V509
3669496
28290
SH
OTR
0
0
28290
RAYTHEON TECHNOLOGIES CORP
COM
75513E101
BBG001S5X5Q9
228281
2262
SH
SOLE
2262
0
0
ROSS STORES INC
COM
778296103
BBG001S5VRS1
698741
6020
SH
SOLE
6020
0
0
SCHWAB CHARLES CORP
COM
808513105
BBG001S5VXD4
31537972
378789
SH
SOLE
376829
0
1960
SCHWAB CHARLES CORP
COM
808513105
BBG001S5VXD4
3640127
43720
SH
OTR
0
0
43720
SHERWIN WILLIAMS CO
COM
824348106
BBG001S5W2F9
35965938
151544
SH
SOLE
150984
0
560
SHERWIN WILLIAMS CO
COM
824348106
BBG001S5W2F9
2743535
11560
SH
OTR
0
0
11560
SONY GROUP CORPORATION
SPONSORED ADR
835699307
BBG001S5W6H8
210533
2760
SH
SOLE
2760
0
0
SPDR GOLD TR
GOLD SHS
78463V107
BBG001SCPX28
551330
3250
SH
SOLE
3250
0
0
TARGET CORP
COM
87612E106
BBG001SC0K41
257094
1725
SH
SOLE
1725
0
0
TEXAS INSTRS INC
COM
882508104
BBG001S5WYZ7
52368957
316965
SH
SOLE
316065
0
900
TEXAS INSTRS INC
COM
882508104
BBG001S5WYZ7
3466316
20980
SH
OTR
0
0
20980
THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG001S5WS08
2637805
4790
SH
OTR
0
0
4790
THERMO FISHER SCIENTIFIC INC
COM
883556102
BBG001S5WS08
35274448
64055
SH
SOLE
63665
0
390
TJX COS INC NEW
COM
872540109
BBG001S5WQ93
5132608
64480
SH
OTR
0
0
64480
TJX COS INC NEW
COM
872540109
BBG001S5WQ93
94742467
1190232
SH
SOLE
1186907
0
3325
TOYOTA MOTOR CORP
ADS
892331307
BBG001SDB327
122922
900
SH
OTR
0
0
900
TOYOTA MOTOR CORP
ADS
892331307
BBG001SDB327
43823742
320865
SH
SOLE
320695
0
170
UNION PAC CORP
COM
907818108
BBG001S5X2M0
67667163
326784
SH
SOLE
326079
0
705
UNION PAC CORP
COM
907818108
BBG001S5X2M0
3599912
17385
SH
OTR
0
0
17385
UNITED PARCEL SERVICE INC
CL B
911312106
BBG001SDGSH1
700054
4027
SH
SOLE
4027
0
0
UNIVERSAL HEALTH RLTY INCOME
SH BEN INT
91359E105
BBG001S5X151
811410
17000
SH
OTR
0
0
17000
VERIZON COMMUNICATIONS INC
COM
92343V104
BBG001S67QY1
309842
7864
SH
SOLE
7864
0
0
VISA INC
COM CL A
92826C839
BBG001SRCFY3
2501430
12040
SH
OTR
0
0
12040
VISA INC
COM CL A
92826C839
BBG001SRCFY3
34327977
165229
SH
SOLE
164299
0
930
WALMART INC
COM
931142103
BBG001S5XH92
209282
1476
SH
SOLE
1476
0
0
WASTE MGMT INC DEL
COM
94106L109
BBG001S5XH47
243164
1550
SH
SOLE
1550
0
0
WATSCO INC
COM
942622200
BBG001S82CQ2
16360889
65601
SH
SOLE
65226
0
375
WATSCO INC
COM
942622200
BBG001S82CQ2
2697261
10815
SH
OTR
0
0
10815
WELLS FARGO CO NEW
COM
949746101
BBG001S5XF23
1238700
30000
SH
OTR
0
0
30000
WELLS FARGO CO NEW
COM
949746101
BBG001S5XF23
16516
400
SH
SOLE
400
0
0
WEX INC
COM
96208T104
BBG001SCJLG6
400942
2450
SH
SOLE
2450
0
0
WEYERHAEUSER CO MTN BE
COM NEW
962166104
BBG001S5XL11
322400
10400
SH
SOLE
10400
0
0
WILLIAMS COS INC
COM
969457100
BBG001S5XH10
251685
7650
SH
SOLE
7650
0
0
YETI HLDGS INC
COM
98585X104
BBG00D8JC891
1364676
33035
SH
OTR
0
0
33035
YETI HLDGS INC
COM
98585X104
BBG00D8JC891
17427574
421873
SH
SOLE
419183
0
2690
ZOETIS INC
CL A
98978V103
BBG0039320P7
1195848
8160
SH
OTR
0
0
8160
ZOETIS INC
CL A
98978V103
BBG0039320P7
16811190
114713
SH
SOLE
114193
0
520