Wilkins Investment Counsel Inc Top Holdings and 13F Report (2024) → Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown” (From Paradigm Press) (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%Consumer DiscretionaryCOSTCostco 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%TransportationMCDMcDonald'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%Retail/WholesaleUSBU.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/WholesaleKMBKimberly-Clark$469,541$469,541 ▲New Holding3,6300.1%Consumer StaplesIQVIQVIA$467,8470.0%1,8500.1%MedicalMCOMoody's$432,333$432,333 ▲New Holding1,1000.1%FinanceTFCTruist Financial$413,968$413,968 ▲New Holding10,6200.1%FinanceBMYBristol-Myers Squibb$410,304$410,304 ▲New Holding7,5660.1%MedicalIVViShares Core S&P 500 ETF$394,298$394,298 ▲New Holding7500.1%ETFSOSouthern$387,396$179,350 ▲86.2%5,4000.1%UtilitiesHONHoneywell International$380,739$380,739 ▲New Holding1,8550.1%Multi-Sector ConglomeratesAMPAmeriprise Financial$346,368$346,368 ▲New Holding7900.1%FinanceSONSonoco Products$335,472$335,472 ▲New Holding5,8000.0%Industrial ProductsAJGArthur J. Gallagher & Co.$312,550$312,550 ▲New Holding1,2500.0%FinanceORCLOracle$301,464$25,122 ▼-7.7%2,4000.0%Computer and TechnologyTAT&T$294,114$294,114 ▲New Holding16,7110.0%Computer and TechnologySEESealed Air$284,580$284,580 ▲New Holding7,6500.0%Industrial ProductsPHParker-Hannifin$277,895$277,895 ▲New Holding5000.0%Industrial ProductsEDConsolidated Edison$272,430$272,430 ▲New Holding3,0000.0%UtilitiesLMTLockheed Martin$271,557$271,557 ▲New Holding5970.0%AerospaceNKENIKE$253,746$253,746 ▲New Holding2,7000.0%Consumer DiscretionaryCARRCarrier Global$251,529$251,529 ▲New Holding4,3270.0%Computer and TechnologyQQQInvesco QQQ$244,206$88,802 ▼-26.7%5500.0%FinanceQDEFFlexShares Quality Dividend Defensive Index Fund$240,079$240,079 ▲New Holding3,7390.0%ETFPAYXPaychex$234,671$234,671 ▲New Holding1,9110.0%Business ServicesSPGIS&P Global$227,616$227,616 ▲New Holding5350.0%Business ServicesTTTrane Technologies$225,150$225,150 ▲New Holding7500.0%Business ServicesGOOGLAlphabet$225,037$225,037 ▲New Holding1,4910.0%Computer and TechnologyAMGNAmgen$213,524$213,524 ▲New Holding7510.0%MedicalSKLZSkillz$87,6150.0%13,5000.0%Consumer DiscretionarySPLKSplunk$0$2,992,611 ▼-100.0%00.0%Computer and TechnologyHIGThe Hartford Financial Services Group$0$286,072 ▼-100.0%00.0%Finance 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. 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