Wilkins Investment Counsel Inc Top Holdings and 13F Report (2024) → Seven unknown AI stocks that could DOMINATE the next six years. (From The Oxford Club) (Ad) About Wilkins Investment Counsel IncInvestment ActivityWilkins Investment Counsel Inc has $684.94 million in total holdings as of March 31, 2024.Wilkins Investment Counsel Inc owns shares of 127 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 37.36% of the portfolio was purchased this quarter.About 0.58% of the portfolio was sold this quarter.This quarter, Wilkins Investment Counsel Inc has purchased 79 new stocks and bought additional shares in 65 stocks.Wilkins Investment Counsel Inc sold shares of 8 stocks and completely divested from 2 stocks this quarter.Largest Holdings Merck & Co., Inc. $32,404,413Procter & Gamble $25,601,103Intel $23,097,156Newmont $21,409,633Chubb $21,364,750 Largest New Holdings this Quarter CORPAY INC $5,923,968 HoldingAbbott Laboratories $3,299,322 HoldingAbbVie $3,069,660 HoldingAmerican Express $2,484,553 HoldingCostco Wholesale $2,044,770 Holding Largest Purchases this Quarter Berkshire Hathaway 25,410 shares (about $10.69M)Merck & Co., Inc. 75,349 shares (about $9.94M)Procter & Gamble 59,564 shares (about $9.66M)Newmont 217,942 shares (about $7.81M)Intel 170,139 shares (about $7.52M) Largest Sales this Quarter Visa 800 shares (about $223.26K)SPDR S&P 500 ETF Trust 200 shares (about $104.61K)Amazon.com 530 shares (about $95.60K)Invesco QQQ 200 shares (about $88.80K)Bio-Techne 1,050 shares (about $73.91K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilkins Investment Counsel Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMRKMerck & Co., Inc.$32,404,413$9,942,301 ▲44.3%245,5814.7%MedicalPGProcter & Gamble$25,601,103$9,664,259 ▲60.6%157,7883.7%Consumer StaplesINTCIntel$23,097,156$7,515,040 ▲48.2%522,9153.4%Computer and TechnologyNEMNewmont$21,409,633$7,811,041 ▲57.4%597,3673.1%Basic MaterialsCBChubb$21,364,750$6,075,562 ▲39.7%82,4483.1%FinanceADPAutomatic Data Processing$21,047,837$6,112,886 ▲40.9%84,2793.1%Business ServicesCTVACorteva$20,903,299$5,779,457 ▲38.2%362,4643.1%Consumer StaplesBPBP$20,090,599$5,931,284 ▲41.9%533,1902.9%Oils/EnergyJNJJohnson & Johnson$19,152,696$6,201,523 ▲47.9%121,0742.8%MedicalIBMInternational Business Machines$19,124,071$6,891,173 ▲56.3%100,1472.8%Computer and TechnologyNVSNovartis$18,159,800$5,574,260 ▲44.3%187,7372.7%MedicalFFIVF5$17,988,868$5,685,804 ▲46.2%94,8832.6%Computer and TechnologyMDTMedtronic$17,064,231$5,592,677 ▲48.8%195,8032.5%MedicalIFFInternational Flavors & Fragrances$16,670,795$4,102,755 ▲32.6%193,8692.4%Consumer StaplesWMBWilliams Companies$16,630,448$4,941,396 ▲42.3%426,7502.4%Oils/EnergyMMM3M$16,214,709$6,437,707 ▲65.8%152,8682.4%Multi-Sector ConglomeratesEMREmerson Electric$15,231,739$5,296,714 ▲53.3%134,2952.2%Industrial ProductsPEPPepsiCo$15,157,966$4,764,297 ▲45.8%86,6122.2%Consumer StaplesSYYSysco$14,765,830$5,503,192 ▲59.4%181,8902.2%Consumer StaplesFASTFastenal$13,734,777$1,896,487 ▲16.0%178,0502.0%Retail/WholesaleNTRSNorthern Trust$13,712,086$4,114,150 ▲42.9%154,2072.0%FinanceSLBSchlumberger$13,565,420$4,614,728 ▲51.6%247,4992.0%Oils/EnergyWYWeyerhaeuser$13,185,613$964,183 ▲7.9%367,1851.9%ConstructionDDDuPont de Nemours$13,084,042$3,357,993 ▲34.5%170,6541.9%Basic MaterialsUPSUnited Parcel Service$12,741,455$3,741,017 ▲41.6%85,7261.9%TransportationFTNTFortinet$12,340,202$1,775,035 ▲16.8%180,6501.8%Computer and TechnologyBRK.BBerkshire Hathaway$11,526,453$10,685,413 ▲1,270.5%27,4101.7%FinanceCLColgate-Palmolive$9,656,962$3,023,879 ▲45.6%107,2401.4%Consumer StaplesTXNTexas Instruments$9,254,732$1,633,916 ▲21.4%53,1241.4%Computer and TechnologyILMNIllumina$9,101,570$4,155,303 ▲84.0%66,2801.3%MedicalMSFTMicrosoft$8,662,625$6,548,507 ▲309.8%20,5901.3%Computer and TechnologyITGartner$8,219,221$418,516 ▲5.4%17,2431.2%Business ServicesFIFiserv$8,157,213$475,465 ▲6.2%51,0401.2%Business ServicesAMTAmerican Tower$7,290,083$1,169,733 ▲19.1%36,8951.1%FinancePFEPfizer$7,133,165$4,270,447 ▲149.2%257,0511.0%MedicalXOMExxon Mobil$7,055,071$4,501,859 ▲176.3%60,6941.0%Oils/EnergyACNAccenture$7,043,115$1,147,279 ▲19.5%20,3201.0%Business ServicesCHRWC.H. Robinson Worldwide$6,946,252$2,850,301 ▲69.6%91,2301.0%TransportationTRMBTrimble$6,181,778$1,095,085 ▲21.5%96,0500.9%Computer and TechnologyCORPAY INC$5,923,968$5,923,968 ▲New Holding19,2000.9%StockHSYHershey$5,835,973$777,028 ▲15.4%30,0050.9%Consumer StaplesJPMJPMorgan Chase & Co.$4,963,835$3,928,284 ▲379.3%24,7820.7%FinanceUNPUnion Pacific$4,769,320$752,792 ▲18.7%19,3930.7%TransportationAAPLApple$4,141,756$1,104,160 ▲36.3%24,1530.6%Computer and TechnologyGISGeneral Mills$3,993,188$1,204,184 ▲43.2%57,0700.6%Consumer StaplesCSCOCisco Systems$3,775,492$2,893,183 ▲327.9%75,6460.6%Computer and TechnologyABTAbbott Laboratories$3,299,322$3,299,322 ▲New Holding29,0280.5%MedicalABBVAbbVie$3,069,660$3,069,660 ▲New Holding16,8570.4%MedicalCOPConocoPhillips$2,875,255$2,155,868 ▲299.7%22,5900.4%Oils/EnergyPSXPhillips 66$2,788,704$2,120,807 ▲317.5%17,0730.4%Oils/EnergyCLXClorox$2,528,459$861,091 ▲51.6%16,5140.4%Consumer StaplesAXPAmerican Express$2,484,553$2,484,553 ▲New Holding10,9120.4%FinanceAZPNAspen Technology$2,382,764$1,039,100 ▲77.3%11,1720.3%Computer and TechnologyCVXChevron$2,336,918$1,984,369 ▲562.9%14,8150.3%Oils/EnergyLLYEli Lilly and Company$2,228,077$1,467,232 ▲192.8%2,8640.3%MedicalADSKAutodesk$2,196,643$7,813 ▼-0.4%8,4350.3%Computer and TechnologyKOCoca-Cola$2,119,153$1,527,542 ▲258.2%34,6380.3%Consumer StaplesNEENextEra Energy$2,111,586$532,051 ▲33.7%33,0400.3%UtilitiesCMCSAComcast$2,107,504$1,002,816 ▲90.8%48,6160.3%Communication ServicesCOSTCostco Wholesale$2,044,770$2,044,770 ▲New Holding2,7910.3%Retail/WholesaleSTTState Street$2,037,382$614,694 ▲43.2%26,3500.3%FinanceVVisa$1,870,394$223,264 ▼-10.7%6,7020.3%Business ServicesANSSANSYS$1,510,1460.0%4,3500.2%Computer and TechnologyMSMorgan Stanley$1,466,071$1,466,071 ▲New Holding15,5700.2%FinanceUNHUnitedHealth Group$1,409,895$1,409,895 ▲New Holding2,8500.2%MedicalHDHome Depot$1,326,489$1,326,489 ▲New Holding3,4580.2%Retail/WholesaleAPDAir Products and Chemicals$1,236,788$784,228 ▲173.3%5,1050.2%Basic MaterialsGPCGenuine Parts$1,208,454$1,208,454 ▲New Holding7,8000.2%Auto/Tires/TrucksCIThe Cigna Group$1,174,556$1,174,556 ▲New Holding3,2340.2%MedicalKKellanova$1,161,555$1,161,555 ▲New Holding20,2750.2%Consumer DiscretionaryFDXFedEx$1,158,960$1,158,960 ▲New Holding4,0000.2%TransportationRTXRTX$1,131,933$1,131,933 ▲New Holding11,6060.2%AerospaceCATCaterpillar$1,112,115$1,112,115 ▲New Holding3,0350.2%Industrial ProductsDOVDover$1,072,000$1,072,000 ▲New Holding6,0500.2%Industrial ProductsVZVerizon Communications$1,068,260$1,068,260 ▲New Holding25,4590.2%Computer and TechnologyNSCNorfolk Southern$1,025,852$592,573 ▲136.8%4,0250.1%TransportationDEDeere & Company$1,024,796$1,024,796 ▲New Holding2,4950.1%Industrial ProductsBKBank of New York Mellon$1,008,350$1,008,350 ▲New Holding17,5000.1%FinanceTECHBio-Techne$970,678$73,909 ▼-7.1%13,7900.1%MedicalETNEaton$969,308$969,308 ▲New Holding3,1000.1%Industrial ProductsGEGeneral Electric$967,346$967,346 ▲New Holding5,5110.1%IndustrialsMCDMcDonald's$899,139$476,214 ▲112.6%3,1890.1%Retail/WholesaleITWIllinois Tool Works$872,609$631,112 ▲261.3%3,2520.1%Industrial ProductsWMTWalmart$799,298$717,346 ▲875.3%13,2840.1%Retail/WholesaleAMZNAmazon.com$783,751$95,601 ▼-10.9%4,3450.1%Consumer CyclicalUSBU.S. Bancorp$735,315$735,315 ▲New Holding16,4500.1%FinancePPGPPG Industries$728,557$728,557 ▲New Holding5,0280.1%Basic MaterialsDISWalt Disney$713,359$9,789 ▲1.4%5,8300.1%Consumer DiscretionaryESEversource Energy$654,601$654,601 ▲New Holding10,9520.1%UtilitiesGOOGAlphabet$620,003$382,477 ▲161.0%4,0720.1%Computer and TechnologyPNCThe PNC Financial Services Group$573,680$573,680 ▲New Holding3,5500.1%FinanceSPYSPDR S&P 500 ETF Trust$573,285$104,614 ▼-15.4%1,0960.1%FinanceBDXBecton, Dickinson and Company$565,176$565,176 ▲New Holding2,2840.1%MedicalCSXCSX$563,464$563,464 ▲New Holding15,2000.1%TransportationDEODiageo$551,825$551,825 ▲New Holding3,7100.1%Consumer StaplesSHWSherwin-Williams$520,995$69,466 ▼-11.8%1,5000.1%ConstructionDOWDOW$506,714$93,441 ▲22.6%8,7470.1%Basic MaterialsDUKDuke Energy$497,573$99,031 ▲24.8%5,1450.1%UtilitiesNVDANVIDIA$484,3080.0%5360.1%Computer and TechnologyLOWLowe's Companies$480,930$480,930 ▲New Holding1,8880.1%Retail/WholesaleShowing largest 100 holdings. 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