Wilkins Investment Counsel Inc Top Holdings and 13F Report (2025)

About Wilkins Investment Counsel Inc

Investment Activity

Wilkins Investment Counsel Inc has $698.09 million in total holdings as of March 31, 2025.
Wilkins Investment Counsel Inc owns shares of 125 different stocks, but just 35 companies or ETFs make up 80% of its holdings.
Approximately 3.22% of the portfolio was purchased this quarter.
About 5.11% of the portfolio was sold this quarter.
This quarter, Wilkins Investment Counsel Inc has purchased 128 new stocks and bought additional shares in 37 stocks.
Wilkins Investment Counsel Inc sold shares of 58 stocks and completely divested from 9 stocks this quarter.

Largest Holdings

Newmont: $28,685,272
Automatic Data Processing: $25,094,095
International Business Machines: $24,931,149
Chubb: $24,875,822
Procter & Gamble: $24,377,899

Largest New Holdings this Quarter

92206C730 - Vanguard Russell 1000: $340,172 Holding
464287614 - iShares Russell 1000 Growth ETF: $328,231 Holding
92206C409 - Vanguard Short-Term Corporate Bond ETF: $300,367 Holding
031162100 - Amgen: $233,974 Holding
921937819 - Vanguard Intermediate-Term Bond ETF: $218,225 Holding

Largest Purchases this Quarter

Illumina: 36,822 shares (about $2.92M)
United Parcel Service: 23,057 shares (about $2.54M)
IBOTTA INC CLASS A COM SHS: 59,997 shares (about $2.53M)
PepsiCo: 14,871 shares (about $2.23M)
IQVIA: 11,857 shares (about $2.09M)

Largest Sales this Quarter

Intel: 248,371 shares (about $5.64M)
F5: 20,345 shares (about $5.42M)
Trimble: 46,350 shares (about $3.04M)
Novartis: 17,467 shares (about $1.95M)
Procter & Gamble: 9,864 shares (about $1.68M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NEM Newmont	$28,685,272	$352,589 ▼	-1.2%	594,144	4.1%	Basic Materials
ADP Automatic Data Processing	$25,094,095	$740,605 ▼	-2.9%	82,133	3.6%	Business Services
IBM International Business Machines	$24,931,149	$306,846 ▲	1.2%	100,262	3.6%	Computer and Technology
CB Chubb	$24,875,822	$88,181 ▲	0.4%	82,373	3.6%	Finance
PG Procter & Gamble	$24,377,899	$1,681,023 ▼	-6.5%	143,046	3.5%	Consumer Staples
MRK Merck & Co., Inc.	$22,669,516	$829,831 ▲	3.8%	252,557	3.2%	Medical
CTVA Corteva	$22,557,888	$299,547 ▼	-1.3%	358,460	3.2%	Consumer Staples
WMB Williams Companies	$22,554,619	$190,037 ▼	-0.8%	377,420	3.2%	Energy
MMM 3M	$22,244,884	$262,879 ▲	1.2%	151,470	3.2%	Multi-Sector Conglomerates
JNJ Johnson & Johnson	$21,072,128	$196,189 ▲	0.9%	127,063	3.0%	Medical
MDT Medtronic	$18,486,179	$273,983 ▲	1.5%	205,722	2.6%	Medical
BP BP	$17,930,900	$379,698 ▼	-2.1%	530,657	2.6%	Energy
NVS Novartis	$16,645,636	$1,947,221 ▼	-10.5%	149,315	2.4%	Medical
PEP PepsiCo	$16,403,736	$2,229,758 ▲	15.7%	109,402	2.3%	Consumer Staples
FTNT Fortinet	$16,237,714	$951,241 ▼	-5.5%	168,686	2.3%	Computer and Technology
UPS United Parcel Service	$16,133,883	$2,536,039 ▲	18.7%	146,685	2.3%	Transportation
IFF International Flavors & Fragrances	$16,082,267	$921,774 ▲	6.1%	207,219	2.3%	Basic Materials
NTRS Northern Trust	$15,535,994	$169,678 ▲	1.1%	157,486	2.2%	Finance
EMR Emerson Electric	$14,986,472	$112,491 ▲	0.8%	136,688	2.1%	Industrials
BRK.B Berkshire Hathaway	$14,690,687	$87,343 ▼	-0.6%	27,584	2.1%	Finance
SYY Sysco	$14,101,292	$230,373 ▲	1.7%	187,917	2.0%	Consumer Staples
SLB Schlumberger	$13,968,808	$553,850 ▲	4.1%	334,182	2.0%	Energy
DD DuPont de Nemours	$12,845,035	$167,881 ▲	1.3%	172,001	1.8%	Basic Materials
FAST Fastenal	$12,534,949	$261,731 ▼	-2.0%	161,637	1.8%	Retail/Wholesale
IQV IQVIA	$11,726,418	$2,090,389 ▲	21.7%	66,514	1.7%	Medical
FFIV F5	$11,524,166	$5,417,263 ▼	-32.0%	43,280	1.7%	Computer and Technology
WY Weyerhaeuser	$11,462,300	$63,450 ▼	-0.6%	391,472	1.6%	Construction
ILMN Illumina	$10,965,423	$2,921,458 ▲	36.3%	138,208	1.6%	Medical
CORPAY INC	$10,600,739	$1,064,991 ▲	11.2%	30,399	1.5%	Stock
CL Colgate-Palmolive	$10,048,294	$14,055 ▼	-0.1%	107,239	1.4%	Consumer Staples
TXN Texas Instruments	$9,551,055	$370,002 ▲	4.0%	53,150	1.4%	Computer and Technology
FI Fiserv	$9,376,663	$1,022,885 ▼	-9.8%	42,461	1.3%	Business Services
AMT American Tower	$8,867,200	$1,019,456 ▲	13.0%	40,750	1.3%	Finance
MSFT Microsoft	$7,374,912	$21,022 ▼	-0.3%	19,646	1.1%	Computer and Technology
IT Gartner	$6,503,032	$100,738 ▼	-1.5%	15,493	0.9%	Business Services
XOM Exxon Mobil	$6,408,067	$626,047 ▼	-8.9%	53,881	0.9%	Energy
ACN Accenture	$6,191,498	$180,047 ▼	-2.8%	19,842	0.9%	Computer and Technology
DIS Walt Disney	$5,503,216	$283,763 ▼	-4.9%	55,757	0.8%	Consumer Discretionary
AAPL Apple	$5,360,663	$345,412 ▼	-6.1%	24,133	0.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$5,291,121	$251,433 ▼	-4.5%	21,570	0.8%	Finance
HSY Hershey	$5,210,087	$162,479 ▲	3.2%	30,463	0.7%	Consumer Staples
PFE Pfizer	$5,209,549	$1,345,554 ▼	-20.5%	205,586	0.7%	Medical
UNP Union Pacific	$4,903,634	$162,061 ▼	-3.2%	20,757	0.7%	Transportation
CSCO Cisco Systems	$4,645,652	$40,111 ▼	-0.9%	75,282	0.7%	Computer and Technology
ABT Abbott Laboratories	$3,250,323	$111,559 ▼	-3.3%	24,503	0.5%	Medical
ABBV AbbVie	$3,220,741	$85,903 ▼	-2.6%	15,372	0.5%	Medical
GIS General Mills	$3,123,609	$316,409 ▼	-9.2%	52,243	0.4%	Consumer Staples
IBOTTA INC CLASS A COM SHS	$2,689,279	$2,531,873 ▲	1,608.5%	63,727	0.4%	Stock
LLY Eli Lilly and Company	$2,633,001	$379,919 ▼	-12.6%	3,188	0.4%	Medical
CLX Clorox	$2,570,838	$33,868 ▲	1.3%	17,459	0.4%	Consumer Staples
CVX Chevron	$2,489,108	$156,249 ▲	6.7%	14,879	0.4%	Energy
TRMB Trimble	$2,442,180	$3,042,878 ▼	-55.5%	37,200	0.3%	Industrials
COP ConocoPhillips	$2,407,794	$70,783 ▼	-2.9%	22,927	0.3%	Energy
KO Coca-Cola	$2,321,920	$14,038 ▼	-0.6%	32,420	0.3%	Consumer Staples
NEE NextEra Energy	$2,309,029	$27,860 ▼	-1.2%	32,572	0.3%	Utilities
AXP American Express	$2,295,535	$83,406 ▼	-3.5%	8,532	0.3%	Finance
COST Costco Wholesale	$2,255,685	$216,584 ▼	-8.8%	2,385	0.3%	Retail/Wholesale
V Visa	$2,188,973	$2,103 ▲	0.1%	6,246	0.3%	Business Services
PSX Phillips 66	$2,008,032	$35,439 ▼	-1.7%	16,262	0.3%	Energy
DE Deere & Company	$1,945,456	$28,161 ▼	-1.4%	4,145	0.3%	Industrials
CMCSA Comcast	$1,814,594	$5,683 ▼	-0.3%	49,176	0.3%	Consumer Discretionary
HD Home Depot	$1,604,493	$337,171 ▲	26.6%	4,378	0.2%	Retail/Wholesale
BK Bank of New York Mellon	$1,568,369		0.0%	18,700	0.2%	Finance
WMT Walmart	$1,567,578	$233,697 ▲	17.5%	17,856	0.2%	Retail/Wholesale
MS Morgan Stanley	$1,510,760	$194,256 ▼	-11.4%	12,949	0.2%	Finance
K Kellanova	$1,429,139	$8,249 ▼	-0.6%	17,325	0.2%	Consumer Discretionary
CAT Caterpillar	$1,375,266	$32,980 ▼	-2.3%	4,170	0.2%	Industrials
ANSS ANSYS	$1,369,122		0.0%	4,325	0.2%	Computer and Technology
STT State Street	$1,338,474	$35,812 ▲	2.7%	14,950	0.2%	Finance
NSC Norfolk Southern	$1,317,360	$44,291 ▲	3.5%	5,562	0.2%	Transportation
VZ Verizon Communications	$1,179,768	$17,010 ▲	1.5%	26,009	0.2%	Computer and Technology
GE GE Aerospace	$1,164,072	$81,461 ▲	7.5%	5,816	0.2%	Industrials
ADSK Autodesk	$1,154,538	$13,090 ▲	1.1%	4,410	0.2%	Computer and Technology
TECH Bio-Techne	$1,116,315	$290,218 ▼	-20.6%	19,040	0.2%	Medical
RTX RTX	$1,106,041	$370,491 ▼	-25.1%	8,350	0.2%	Aerospace
FDX FedEx	$1,028,752		0.0%	4,220	0.1%	Transportation
CSX CSX	$1,027,107	$114,777 ▲	12.6%	34,900	0.1%	Transportation
ETN Eaton	$996,529	$190,281 ▲	23.6%	3,666	0.1%	Industrials
MCD McDonald's	$996,148		0.0%	3,189	0.1%	Retail/Wholesale
SPY SPDR S&P 500 ETF Trust	$921,315	$308,224 ▲	50.3%	1,647	0.1%	Finance
KMB Kimberly-Clark	$900,964	$14,222 ▼	-1.6%	6,335	0.1%	Consumer Staples
CI The Cigna Group	$885,668	$264,845 ▼	-23.0%	2,692	0.1%	Medical
GPC Genuine Parts	$810,152		0.0%	6,800	0.1%	Retail/Wholesale
ES Eversource Energy	$782,275	$106,829 ▲	15.8%	12,595	0.1%	Utilities
GOOG Alphabet	$714,440		0.0%	4,573	0.1%	Computer and Technology
USB U.S. Bancorp	$694,519		0.0%	16,450	0.1%	Finance
DOV Dover	$676,368	$245,952 ▼	-26.7%	3,850	0.1%	Industrials
NVDA NVIDIA	$655,699		0.0%	6,050	0.1%	Computer and Technology
AMZN Amazon.com	$653,163		0.0%	3,433	0.1%	Retail/Wholesale
DUK Duke Energy	$650,710	$28,053 ▼	-4.1%	5,335	0.1%	Utilities
ITW Illinois Tool Works	$645,322		0.0%	2,602	0.1%	Industrials
PNC The PNC Financial Services Group	$623,984		0.0%	3,550	0.1%	Finance
T AT&T	$609,802	$63,149 ▲	11.6%	21,563	0.1%	Computer and Technology
HON Honeywell International	$601,370	$86,818 ▲	16.9%	2,840	0.1%	Multi-Sector Conglomerates
MA Mastercard	$534,417		0.0%	975	0.1%	Business Services
MCO Moody's	$512,259		0.0%	1,100	0.1%	Finance
SO Southern	$496,530		0.0%	5,400	0.1%	Utilities
SHW Sherwin-Williams	$488,866	$34,919 ▼	-6.7%	1,400	0.1%	Basic Materials
AJG Arthur J. Gallagher & Co.	$453,991	$29,345 ▼	-6.1%	1,315	0.1%	Finance
TFC Truist Financial	$410,471		0.0%	9,975	0.1%	Finance

Showing largest 100 holdings. View all holdings.

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Wilkins Investment Counsel Inc Top Holdings and 13F Report (2025)

About Wilkins Investment Counsel Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

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Wilkins Investment Counsel Inc Top Holdings and 13F Report (2025)

About Wilkins Investment Counsel Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWilkins Investment Counsel Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools