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| Name: |
Wilkinson Global Asset Management LLC |
| City: |
New York |
| State: |
NY |
| Zip: |
10022 |
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data |
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| Holdings
Found :
27 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
RACE |
Ferrari NV |
28 |
- |
$0.00 |
$4,309,000 |
9,885 |
0.27% |
964,000 |
0 |
0.005 |
N/A |
|
|
LOW |
Lowes Companies Inc |
36 |
- |
$221.13 |
$2,356,000 |
9,250 |
0.15% |
297,000 |
0 |
0.001 |
Home Improvement Stores |
|
|
PH |
Parker Hannifin Corp |
37 |
- |
$546.07 |
$2,290,000 |
4,120 |
0.14% |
392,000 |
0 |
0.003 |
Industrial Equipment ... |
|
|
WFC |
Wells Fargo & Co |
38 |
- |
$60.93 |
$1,762,000 |
30,400 |
0.11% |
266,000 |
0 |
0.001 |
Domestic Money Center... |
|
|
KNSL |
Kinsale Capital Group, Inc. |
39 |
- |
$393.41 |
$1,561,000 |
2,975 |
0.1% |
565,000 |
0 |
0.013 |
N/A |
|
|
IDXX |
Idexx Laboratories Inc |
40 |
- |
$517.94 |
$1,363,000 |
2,525 |
0.09% |
-39,000 |
0 |
0.003 |
Diagnostic Substances |
|
|
ROST |
Ross Stores Inc |
45 |
- |
$131.51 |
$883,000 |
6,015 |
0.06% |
51,000 |
0 |
0.002 |
Apparel Stores |
|
|
PNW |
Pinnacle West Capital Corp |
48 |
- |
$77.77 |
$673,000 |
9,000 |
0.04% |
26,000 |
0 |
0.008 |
Electric Utilities |
|
|
FANG |
Diamondback Energy, Inc. |
49 |
- |
$192.34 |
$654,000 |
3,300 |
0.04% |
142,000 |
0 |
0.002 |
Independent Oil & Gas |
|
|
UHT |
Universal Health Realty Inc... |
51 |
- |
$37.56 |
$624,000 |
17,000 |
0.04% |
-111,000 |
0 |
0.123 |
REIT - Healthcare Fac... |
|
|
WEX |
Wex Inc |
55 |
- |
$194.88 |
$582,000 |
2,450 |
0.04% |
105,000 |
0 |
0.005 |
Information & Deliver... |
|
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PXD |
Pioneer Natural Resources Co |
57 |
- |
$275.32 |
$500,000 |
1,905 |
0.03% |
72,000 |
0 |
0.001 |
Independent Oil & Gas |
|
|
MPLX |
Mplx Lp |
58 |
- |
$40.33 |
$476,000 |
11,445 |
0.03% |
56,000 |
0 |
0.001 |
Oil & Gas Pipelines &... |
|
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EOG |
EOG Resources Inc |
59 |
- |
$126.05 |
$472,000 |
3,690 |
0.03% |
26,000 |
0 |
0.001 |
Independent Oil & Gas |
|
|
CYBR |
Cyber-Ark Software Ltd |
60 |
- |
$244.52 |
$454,000 |
1,710 |
0.03% |
79,000 |
0 |
0.004 |
N/A |
|
|
ASML |
ASML Holding N.V. (ADR) |
61 |
- |
$0.00 |
$446,000 |
460 |
0.03% |
98,000 |
0 |
0 |
Semiconductor Equipme... |
|
|
LLY |
Eli Lilly & Co |
66 |
- |
$802.91 |
$405,000 |
521 |
0.03% |
101,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
WY |
Weyerhaeuser Co |
68 |
- |
$30.70 |
$373,000 |
10,400 |
0.02% |
11,000 |
0 |
0.002 |
Lumber,Wood Production |
|
|
AMAT |
Applied Materials Inc |
70 |
- |
$218.15 |
$370,000 |
1,793 |
0.02% |
79,000 |
0 |
0 |
Semiconductor Equipme... |
|
|
CP |
Canadian Pacific Railway Li... |
71 |
- |
$80.29 |
$356,000 |
4,035 |
0.02% |
37,000 |
0 |
0 |
Railroads |
|
|
PG |
Procter & Gamble Co |
73 |
- |
$167.81 |
$333,000 |
2,050 |
0.02% |
33,000 |
0 |
0 |
Cleaning Products |
|
|
WMB |
Williams Companies Inc |
75 |
- |
$40.72 |
$298,000 |
7,650 |
0.02% |
32,000 |
0 |
0.001 |
Oil & Gas Pipelines &... |
|
|
PANW |
Palo Alto Networks Inc |
79 |
- |
$308.58 |
$240,000 |
846 |
0.02% |
-9,000 |
0 |
0.002 |
Networking & Communic... |
|
|
APA |
Apache Corp |
80 |
- |
$30.13 |
$240,000 |
6,995 |
0.02% |
-11,000 |
0 |
0 |
Independent Oil & Gas |
|
|
ABT |
Abbott Laboratories |
82 |
- |
$104.82 |
$219,000 |
1,926 |
0.01% |
7,000 |
0 |
0 |
Drug Manufacturers - ... |
|
|
ADP |
Automatic Data Processing Inc |
84 |
- |
$254.02 |
$215,000 |
860 |
0.01% |
15,000 |
0 |
0 |
Business Software & S... |
|
|
MDLZ |
Mondelez International Inc |
85 |
- |
$70.22 |
$210,000 |
3,000 |
0.01% |
-7,000 |
0 |
0 |
Food - Major Diversified |
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