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

About Wilkins Investment Counsel Inc

Investment Activity

Wilkins 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: $34,198,270
International Business Machines: $26,604,485
Corteva: $25,344,076
Automatic Data Processing: $24,325,358
Chubb: $23,501,507

Largest New Holdings this Quarter

91324P102 - UnitedHealth Group: $892,234 Holding
217204106 - Copart: $675,301 Holding
36828A101 - GE VERNOVA INC COM: $216,422 Holding
55261F104 - 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 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	$34,198,270	$416,559 ▼	-1.2%	586,994	4.8%	Basic Materials
IBM International Business Machines	$26,604,485	$2,950,748 ▼	-10.0%	90,252	3.8%	Computer and Technology
CTVA Corteva	$25,344,076	$1,371,948 ▼	-5.1%	340,052	3.6%	Consumer Staples
ADP Automatic Data Processing	$24,325,358	$1,004,459 ▼	-4.0%	78,876	3.4%	Computer and Technology
CB Chubb	$23,501,507	$363,599 ▼	-1.5%	81,118	3.3%	Finance
MMM 3M	$23,049,593	$10,200 ▼	0.0%	151,403	3.3%	Multi-Sector Conglomerates
WMB Williams Companies	$22,720,827	$984,924 ▼	-4.2%	361,739	3.2%	Energy
PG Procter & Gamble	$22,438,947	$351,141 ▼	-1.5%	140,842	3.2%	Consumer Staples
MRK Merck & Co., Inc.	$20,864,676	$872,264 ▲	4.4%	263,576	3.0%	Medical
NTRS Northern Trust	$19,870,402	$97,248 ▼	-0.5%	156,719	2.8%	Finance
JNJ Johnson & Johnson	$18,557,598	$851,276 ▼	-4.4%	121,490	2.6%	Medical
MDT Medtronic	$18,169,366	$236,579 ▲	1.3%	208,436	2.6%	Medical
EMR Emerson Electric	$18,114,614	$109,997 ▼	-0.6%	135,863	2.6%	Industrials
FTNT Fortinet	$17,662,958	$170,526 ▼	-1.0%	167,073	2.5%	Computer and Technology
UPS United Parcel Service	$16,929,657	$2,123,273 ▲	14.3%	167,720	2.4%	Transportation
NVS Novartis	$16,871,214	$1,197,394 ▼	-6.6%	139,420	2.4%	Medical
BP BP	$15,724,234	$158,330 ▼	-1.0%	525,367	2.2%	Energy
IFF International Flavors & Fragrances	$15,290,971	$50,014 ▲	0.3%	207,899	2.2%	Basic Materials
PEP PepsiCo	$14,732,363	$286,923 ▲	2.0%	111,575	2.1%	Consumer Staples
SYY Sysco	$14,182,466	$50,367 ▼	-0.4%	187,252	2.0%	Consumer Staples
ILMN Illumina	$13,633,898	$447,473 ▲	3.4%	142,898	1.9%	Medical
BRK.B Berkshire Hathaway	$13,326,614	$72,865 ▼	-0.5%	27,434	1.9%	Finance
FAST Fastenal	$13,258,308	$6,469,554 ▲	95.3%	315,674	1.9%	Retail/Wholesale
IQV IQVIA	$11,863,375	$1,381,434 ▲	13.2%	75,280	1.7%	Medical
DD DuPont de Nemours	$11,699,122	$98,427 ▼	-0.8%	170,566	1.7%	Basic Materials
SLB Schlumberger	$11,017,347	$278,005 ▼	-2.5%	325,957	1.6%	Energy
WY Weyerhaeuser	$10,851,764	$794,849 ▲	7.9%	422,412	1.5%	Construction
TXN Texas Instruments	$10,837,764	$197,239 ▼	-1.8%	52,200	1.5%	Computer and Technology
CORPAY INC	$10,571,785	$484,789 ▲	4.8%	31,860	1.5%	Stock
MSFT Microsoft	$10,188,946	$416,830 ▲	4.3%	20,484	1.4%	Computer and Technology
CL Colgate-Palmolive	$9,816,200	$68,175 ▲	0.7%	107,989	1.4%	Consumer Staples
FFIV F5	$9,774,367	$2,963,802 ▼	-23.3%	33,210	1.4%	Computer and Technology
AMT American Tower	$8,857,377	$149,189 ▼	-1.7%	40,075	1.3%	Finance
FI Fiserv	$8,354,299	$1,033,598 ▲	14.1%	48,456	1.2%	Business Services
DIS Walt Disney	$7,217,382	$302,956 ▲	4.4%	58,200	1.0%	Consumer Discretionary
IT Gartner	$6,268,644	$6,063 ▲	0.1%	15,508	0.9%	Business Services
JPM JPMorgan Chase & Co.	$5,938,806	$314,552 ▼	-5.0%	20,485	0.8%	Finance
XOM Exxon Mobil	$5,776,571	$31,801 ▼	-0.5%	53,586	0.8%	Energy
ACN Accenture	$5,728,825	$201,751 ▼	-3.4%	19,167	0.8%	Computer and Technology
CSCO Cisco Systems	$5,226,187	$3,122 ▲	0.1%	75,327	0.7%	Computer and Technology
HSY Hershey	$5,017,996	$37,339 ▼	-0.7%	30,238	0.7%	Consumer Staples
PFE Pfizer	$4,901,570	$81,834 ▼	-1.6%	202,210	0.7%	Medical
AAPL Apple	$4,869,300	$82,068 ▼	-1.7%	23,733	0.7%	Computer and Technology
UNP Union Pacific	$4,741,259	$34,512 ▼	-0.7%	20,607	0.7%	Transportation
TECH Bio-Techne	$4,456,239	$3,476,631 ▲	354.9%	86,613	0.6%	Medical
ABT Abbott Laboratories	$3,183,042	$149,611 ▼	-4.5%	23,403	0.5%	Medical
ABBV AbbVie	$2,704,855	$148,496 ▼	-5.2%	14,572	0.4%	Medical
TRMB Trimble	$2,693,491	$132,965 ▼	-4.7%	35,450	0.4%	Industrials
GIS General Mills	$2,692,255	$14,455 ▼	-0.5%	51,964	0.4%	Consumer Staples
AXP American Express	$2,530,149	$191,388 ▼	-7.0%	7,932	0.4%	Finance
IBOTTA INC CLASS A COM SHS	$2,416,588	$84,180 ▲	3.6%	66,027	0.3%	Stock
COST Costco Wholesale	$2,311,510	$49,497 ▼	-2.1%	2,335	0.3%	Retail/Wholesale
LLY Eli Lilly and Company	$2,243,487	$241,654 ▼	-9.7%	2,878	0.3%	Medical
V Visa	$2,217,642		0.0%	6,246	0.3%	Business Services
KO CocaCola	$2,161,059	$132,656 ▼	-5.8%	30,545	0.3%	Consumer Staples
CVX Chevron	$2,130,524		0.0%	14,879	0.3%	Energy
DE Deere & Company	$2,107,691		0.0%	4,145	0.3%	Industrials
CLX Clorox	$2,098,704	$2,401 ▲	0.1%	17,479	0.3%	Consumer Staples
NEE NextEra Energy	$2,081,559	$179,590 ▼	-7.9%	29,985	0.3%	Utilities
COP ConocoPhillips	$1,995,728	$61,741 ▼	-3.0%	22,239	0.3%	Energy
PSX Phillips 66	$1,875,157	$64,899 ▼	-3.3%	15,718	0.3%	Energy
CMCSA Comcast	$1,755,091		0.0%	49,176	0.2%	Consumer Discretionary
BK Bank of New York Mellon	$1,694,646	$9,111 ▼	-0.5%	18,600	0.2%	Finance
WMT Walmart	$1,667,736	$78,224 ▼	-4.5%	17,056	0.2%	Retail/Wholesale
HD Home Depot	$1,605,150		0.0%	4,378	0.2%	Retail/Wholesale
MS Morgan Stanley	$1,598,620	$225,376 ▼	-12.4%	11,349	0.2%	Finance
STT State Street	$1,589,783		0.0%	14,950	0.2%	Finance
ANSS ANSYS	$1,519,027		0.0%	4,325	0.2%	Computer and Technology
GE GE Aerospace	$1,496,980		0.0%	5,816	0.2%	Aerospace
CAT Caterpillar	$1,491,115	$127,721 ▼	-7.9%	3,841	0.2%	Industrials
NSC Norfolk Southern	$1,423,705		0.0%	5,562	0.2%	Transportation
ADSK Autodesk	$1,365,204		0.0%	4,410	0.2%	Computer and Technology
K Kellanova	$1,250,609	$127,248 ▼	-9.2%	15,725	0.2%	Consumer Discretionary
ETN Eaton	$1,201,628	$107,097 ▼	-8.2%	3,366	0.2%	Industrials
RTX RTX	$1,157,209	$62,059 ▼	-5.1%	7,925	0.2%	Aerospace
CSX CSX	$1,128,998	$9,789 ▼	-0.9%	34,600	0.2%	Transportation
FDX FedEx	$959,248		0.0%	4,220	0.1%	Transportation
SPY SPDR S&P 500 ETF Trust	$926,157	$91,442 ▼	-9.0%	1,499	0.1%	Finance
NVDA NVIDIA	$923,452	$32,388 ▼	-3.4%	5,845	0.1%	Computer and Technology
MCD McDonald's	$917,122	$14,609 ▼	-1.6%	3,139	0.1%	Retail/Wholesale
UNH UnitedHealth Group	$892,234	$892,234 ▲	New Holding	2,860	0.1%	Medical
CI Cigna Group	$873,392	$16,529 ▼	-1.9%	2,642	0.1%	Medical
VZ Verizon Communications	$857,135	$268,274 ▼	-23.8%	19,809	0.1%	Computer and Technology
GPC Genuine Parts	$824,908		0.0%	6,800	0.1%	Retail/Wholesale
KMB Kimberly-Clark	$816,708		0.0%	6,335	0.1%	Consumer Staples
GOOG Alphabet	$811,204		0.0%	4,573	0.1%	Computer and Technology
ES Eversource Energy	$801,294		0.0%	12,595	0.1%	Utilities
AMZN Amazon.com	$753,166		0.0%	3,433	0.1%	Retail/Wholesale
USB U.S. Bancorp	$744,363		0.0%	16,450	0.1%	Finance
DOV Dover	$705,436		0.0%	3,850	0.1%	Industrials
CPRT Copart	$675,301	$675,301 ▲	New Holding	13,762	0.1%	Business Services
HON Honeywell International	$661,379		0.0%	2,840	0.1%	Multi-Sector Conglomerates
ITW Illinois Tool Works	$643,345		0.0%	2,602	0.1%	Industrials
PNC The PNC Financial Services Group	$605,865	$55,926 ▼	-8.5%	3,250	0.1%	Finance
DUK Duke Energy	$574,542	$54,988 ▼	-8.7%	4,869	0.1%	Utilities
T AT&T	$563,607	$60,427 ▼	-9.7%	19,475	0.1%	Computer and Technology
MCO Moody's	$551,749		0.0%	1,100	0.1%	Finance
MA Mastercard	$547,892		0.0%	975	0.1%	Business Services
ORCL Oracle	$502,849		0.0%	2,300	0.1%	Computer and Technology
SO Southern	$495,882		0.0%	5,400	0.1%	Utilities

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

MarketBeat Products

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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