Wilkins Investment Counsel Inc Top Holdings and 13F Report (2025) About Wilkins Investment Counsel IncInvestment ActivityWilkins Investment Counsel Inc has $706.74 million in total holdings as of June 30, 2025.Wilkins Investment Counsel Inc owns shares of 120 different stocks, but just 35 companies or ETFs make up 80% of its holdings.Approximately 2.91% of the portfolio was purchased this quarter.About 2.79% of the portfolio was sold this quarter.This quarter, Wilkins Investment Counsel Inc has purchased 125 new stocks and bought additional shares in 20 stocks.Wilkins Investment Counsel Inc sold shares of 61 stocks and completely divested from 9 stocks this quarter.Largest Holdings Newmont $34,198,270International Business Machines $26,604,485Corteva $25,344,076Automatic Data Processing $24,325,358Chubb $23,501,507 Largest New Holdings this Quarter 91324P102 - UnitedHealth Group $892,234 Holding217204106 - Copart $675,301 Holding36828A101 - GE VERNOVA INC COM $216,422 Holding55261F104 - M&T Bank $203,690 Holding Largest Purchases this Quarter Fastenal 154,037 shares (about $6.47M)Bio-Techne 67,573 shares (about $3.48M)United Parcel Service 21,035 shares (about $2.12M)IQVIA 8,766 shares (about $1.38M)Fiserv 5,995 shares (about $1.03M) Largest Sales this Quarter F5 10,070 shares (about $2.96M)International Business Machines 10,010 shares (about $2.95M)Corteva 18,408 shares (about $1.37M)Novartis 9,895 shares (about $1.20M)Automatic Data Processing 3,257 shares (about $1.00M) 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 PortfolioSectorNEMNewmont$34,198,270$416,559 ▼-1.2%586,9944.8%Basic MaterialsIBMInternational Business Machines$26,604,485$2,950,748 ▼-10.0%90,2523.8%Computer and TechnologyCTVACorteva$25,344,076$1,371,948 ▼-5.1%340,0523.6%Consumer StaplesADPAutomatic Data Processing$24,325,358$1,004,459 ▼-4.0%78,8763.4%Computer and TechnologyCBChubb$23,501,507$363,599 ▼-1.5%81,1183.3%FinanceMMM3M$23,049,593$10,200 ▼0.0%151,4033.3%Multi-Sector ConglomeratesWMBWilliams Companies$22,720,827$984,924 ▼-4.2%361,7393.2%EnergyPGProcter & Gamble$22,438,947$351,141 ▼-1.5%140,8423.2%Consumer StaplesMRKMerck & Co., Inc.$20,864,676$872,264 ▲4.4%263,5763.0%MedicalNTRSNorthern Trust$19,870,402$97,248 ▼-0.5%156,7192.8%FinanceJNJJohnson & Johnson$18,557,598$851,276 ▼-4.4%121,4902.6%MedicalMDTMedtronic$18,169,366$236,579 ▲1.3%208,4362.6%MedicalEMREmerson Electric$18,114,614$109,997 ▼-0.6%135,8632.6%IndustrialsFTNTFortinet$17,662,958$170,526 ▼-1.0%167,0732.5%Computer and TechnologyUPSUnited Parcel Service$16,929,657$2,123,273 ▲14.3%167,7202.4%TransportationNVSNovartis$16,871,214$1,197,394 ▼-6.6%139,4202.4%MedicalBPBP$15,724,234$158,330 ▼-1.0%525,3672.2%EnergyIFFInternational Flavors & Fragrances$15,290,971$50,014 ▲0.3%207,8992.2%Basic MaterialsPEPPepsiCo$14,732,363$286,923 ▲2.0%111,5752.1%Consumer StaplesSYYSysco$14,182,466$50,367 ▼-0.4%187,2522.0%Consumer StaplesILMNIllumina$13,633,898$447,473 ▲3.4%142,8981.9%MedicalBRK.BBerkshire Hathaway$13,326,614$72,865 ▼-0.5%27,4341.9%FinanceFASTFastenal$13,258,308$6,469,554 ▲95.3%315,6741.9%Retail/WholesaleIQVIQVIA$11,863,375$1,381,434 ▲13.2%75,2801.7%MedicalDDDuPont de Nemours$11,699,122$98,427 ▼-0.8%170,5661.7%Basic MaterialsSLBSchlumberger$11,017,347$278,005 ▼-2.5%325,9571.6%EnergyWYWeyerhaeuser$10,851,764$794,849 ▲7.9%422,4121.5%ConstructionTXNTexas Instruments$10,837,764$197,239 ▼-1.8%52,2001.5%Computer and TechnologyCORPAY INC$10,571,785$484,789 ▲4.8%31,8601.5%StockMSFTMicrosoft$10,188,946$416,830 ▲4.3%20,4841.4%Computer and TechnologyCLColgate-Palmolive$9,816,200$68,175 ▲0.7%107,9891.4%Consumer StaplesFFIVF5$9,774,367$2,963,802 ▼-23.3%33,2101.4%Computer and TechnologyAMTAmerican Tower$8,857,377$149,189 ▼-1.7%40,0751.3%FinanceFIFiserv$8,354,299$1,033,598 ▲14.1%48,4561.2%Business ServicesDISWalt Disney$7,217,382$302,956 ▲4.4%58,2001.0%Consumer DiscretionaryITGartner$6,268,644$6,063 ▲0.1%15,5080.9%Business ServicesJPMJPMorgan Chase & Co.$5,938,806$314,552 ▼-5.0%20,4850.8%FinanceXOMExxon Mobil$5,776,571$31,801 ▼-0.5%53,5860.8%EnergyACNAccenture$5,728,825$201,751 ▼-3.4%19,1670.8%Computer and TechnologyCSCOCisco Systems$5,226,187$3,122 ▲0.1%75,3270.7%Computer and TechnologyHSYHershey$5,017,996$37,339 ▼-0.7%30,2380.7%Consumer StaplesPFEPfizer$4,901,570$81,834 ▼-1.6%202,2100.7%MedicalAAPLApple$4,869,300$82,068 ▼-1.7%23,7330.7%Computer and TechnologyUNPUnion Pacific$4,741,259$34,512 ▼-0.7%20,6070.7%TransportationTECHBio-Techne$4,456,239$3,476,631 ▲354.9%86,6130.6%MedicalABTAbbott Laboratories$3,183,042$149,611 ▼-4.5%23,4030.5%MedicalABBVAbbVie$2,704,855$148,496 ▼-5.2%14,5720.4%MedicalTRMBTrimble$2,693,491$132,965 ▼-4.7%35,4500.4%IndustrialsGISGeneral Mills$2,692,255$14,455 ▼-0.5%51,9640.4%Consumer StaplesAXPAmerican Express$2,530,149$191,388 ▼-7.0%7,9320.4%FinanceIBOTTA INC CLASS A COM SHS$2,416,588$84,180 ▲3.6%66,0270.3%StockCOSTCostco Wholesale$2,311,510$49,497 ▼-2.1%2,3350.3%Retail/WholesaleLLYEli Lilly and Company$2,243,487$241,654 ▼-9.7%2,8780.3%MedicalVVisa$2,217,6420.0%6,2460.3%Business ServicesKOCocaCola$2,161,059$132,656 ▼-5.8%30,5450.3%Consumer StaplesCVXChevron$2,130,5240.0%14,8790.3%EnergyDEDeere & Company$2,107,6910.0%4,1450.3%IndustrialsCLXClorox$2,098,704$2,401 ▲0.1%17,4790.3%Consumer StaplesNEENextEra Energy$2,081,559$179,590 ▼-7.9%29,9850.3%UtilitiesCOPConocoPhillips$1,995,728$61,741 ▼-3.0%22,2390.3%EnergyPSXPhillips 66$1,875,157$64,899 ▼-3.3%15,7180.3%EnergyCMCSAComcast$1,755,0910.0%49,1760.2%Consumer DiscretionaryBKBank of New York Mellon$1,694,646$9,111 ▼-0.5%18,6000.2%FinanceWMTWalmart$1,667,736$78,224 ▼-4.5%17,0560.2%Retail/WholesaleHDHome Depot$1,605,1500.0%4,3780.2%Retail/WholesaleMSMorgan Stanley$1,598,620$225,376 ▼-12.4%11,3490.2%FinanceSTTState Street$1,589,7830.0%14,9500.2%FinanceANSSANSYS$1,519,0270.0%4,3250.2%Computer and TechnologyGEGE Aerospace$1,496,9800.0%5,8160.2%AerospaceCATCaterpillar$1,491,115$127,721 ▼-7.9%3,8410.2%IndustrialsNSCNorfolk Southern$1,423,7050.0%5,5620.2%TransportationADSKAutodesk$1,365,2040.0%4,4100.2%Computer and TechnologyKKellanova$1,250,609$127,248 ▼-9.2%15,7250.2%Consumer DiscretionaryETNEaton$1,201,628$107,097 ▼-8.2%3,3660.2%IndustrialsRTXRTX$1,157,209$62,059 ▼-5.1%7,9250.2%AerospaceCSXCSX$1,128,998$9,789 ▼-0.9%34,6000.2%TransportationFDXFedEx$959,2480.0%4,2200.1%TransportationSPYSPDR S&P 500 ETF Trust$926,157$91,442 ▼-9.0%1,4990.1%FinanceNVDANVIDIA$923,452$32,388 ▼-3.4%5,8450.1%Computer and TechnologyMCDMcDonald's$917,122$14,609 ▼-1.6%3,1390.1%Retail/WholesaleUNHUnitedHealth Group$892,234$892,234 ▲New Holding2,8600.1%MedicalCICigna Group$873,392$16,529 ▼-1.9%2,6420.1%MedicalVZVerizon Communications$857,135$268,274 ▼-23.8%19,8090.1%Computer and TechnologyGPCGenuine Parts$824,9080.0%6,8000.1%Retail/WholesaleKMBKimberly-Clark$816,7080.0%6,3350.1%Consumer StaplesGOOGAlphabet$811,2040.0%4,5730.1%Computer and TechnologyESEversource Energy$801,2940.0%12,5950.1%UtilitiesAMZNAmazon.com$753,1660.0%3,4330.1%Retail/WholesaleUSBU.S. Bancorp$744,3630.0%16,4500.1%FinanceDOVDover$705,4360.0%3,8500.1%IndustrialsCPRTCopart$675,301$675,301 ▲New Holding13,7620.1%Business ServicesHONHoneywell International$661,3790.0%2,8400.1%Multi-Sector ConglomeratesITWIllinois Tool Works$643,3450.0%2,6020.1%IndustrialsPNCThe PNC Financial Services Group$605,865$55,926 ▼-8.5%3,2500.1%FinanceDUKDuke Energy$574,542$54,988 ▼-8.7%4,8690.1%UtilitiesTAT&T$563,607$60,427 ▼-9.7%19,4750.1%Computer and TechnologyMCOMoody's$551,7490.0%1,1000.1%FinanceMAMastercard$547,8920.0%9750.1%Business ServicesORCLOracle$502,8490.0%2,3000.1%Computer and TechnologySOSouthern$495,8820.0%5,4000.1%UtilitiesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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