Wilkins Investment Counsel
Latest statistics and disclosures from Wilkins Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NEM, IBM, MMM, ADP, WMB, and represent 19.57% of Wilkins Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: FI, CPRT, CPAY, IFF, WY, TECH, MDT, MRK, QQQ, LMT.
- Started 4 new stock positions in LMT, IJH, QQQ, SOXX.
- Reduced shares in these 10 stocks: FAST (-$5.9M), NEM, NTRS, JNJ, IBM, , CTVA, CB, FTNT, FFIV.
- Sold out of its positions in ANSS, PAYX.
- Wilkins Investment Counsel was a net seller of stock by $-19M.
- Wilkins Investment Counsel has $706M in assets under management (AUM), dropping by -0.09%.
- Central Index Key (CIK): 0001276853
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Portfolio Holdings for Wilkins Investment Counsel
Wilkins Investment Counsel holds 122 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Newmont Stock (NEM) | 6.5 | $46M | -7% | 546k | 84.31 |
|
| International Business Machines Stock (IBM) | 3.4 | $24M | -6% | 85k | 282.16 |
|
| 3M Stock (MMM) | 3.3 | $23M | 151k | 155.18 |
|
|
| Automatic Data Processing Stock (ADP) | 3.2 | $23M | -2% | 77k | 293.50 |
|
| Williams Cos Stock (WMB) | 3.2 | $22M | -2% | 354k | 63.35 |
|
| Merck Stock (MRK) | 3.2 | $22M | 267k | 83.93 |
|
|
| Chubb Stock (CB) | 3.1 | $22M | -4% | 78k | 282.25 |
|
| Corteva Stock (CTVA) | 3.1 | $22M | -5% | 322k | 67.63 |
|
| Procter & Gamble Stock (PG) | 3.0 | $21M | 139k | 153.65 |
|
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| Johnson & Johnson Stock (JNJ) | 3.0 | $21M | -7% | 113k | 185.42 |
|
| Medtronic Stock (MDT) | 2.9 | $20M | +2% | 213k | 95.24 |
|
| Northern Trust Stock (NTRS) | 2.7 | $19M | -8% | 144k | 134.60 |
|
| BP Adr (BP) | 2.6 | $18M | 526k | 34.46 |
|
|
| Novartis Adr (NVS) | 2.4 | $17M | -3% | 134k | 128.24 |
|
| Emerson Electric Stock (EMR) | 2.4 | $17M | -4% | 129k | 131.18 |
|
| Pepsico Stock (PEP) | 2.2 | $15M | -2% | 109k | 140.44 |
|
| Sysco Stock (SYY) | 2.1 | $15M | 184k | 82.34 |
|
|
| United Parcel Service Stock (UPS) | 2.0 | $14M | 168k | 83.53 |
|
|
| International Flavors & Fragrances Stock (IFF) | 2.0 | $14M | +8% | 226k | 61.54 |
|
| Berkshire Hathaway Cl B Stock (BRK.B) | 2.0 | $14M | 27k | 502.74 |
|
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| Iqvia Stock (IQV) | 1.9 | $14M | -4% | 72k | 189.94 |
|
| Illumina Stock (ILMN) | 1.9 | $14M | 142k | 94.97 |
|
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| Fortinet Stock (FTNT) | 1.9 | $13M | -6% | 156k | 84.08 |
|
| Dupont Stock (DD) | 1.8 | $13M | -2% | 166k | 77.90 |
|
| Weyerhaeuser Reit (WY) | 1.6 | $11M | +5% | 445k | 24.79 |
|
| SLB Stock (SLB) | 1.5 | $11M | -2% | 318k | 34.37 |
|
| Microsoft Stock (MSFT) | 1.5 | $11M | 20k | 517.95 |
|
|
| Corpay Stock (CPAY) | 1.5 | $10M | +12% | 36k | 288.06 |
|
| Fiserv Stock (FI) | 1.4 | $10M | +62% | 79k | 128.93 |
|
| F5 Networks Stock (FFIV) | 1.4 | $9.8M | -8% | 31k | 323.19 |
|
| Fastenal Stock (FAST) | 1.4 | $9.6M | -38% | 195k | 49.04 |
|
| Texas Instruments Stock (TXN) | 1.3 | $9.2M | -3% | 50k | 183.73 |
|
| Colgate-palmolive Stock (CL) | 1.2 | $8.7M | 109k | 79.94 |
|
|
| American Tower Reit (AMT) | 1.0 | $7.0M | -9% | 36k | 192.32 |
|
| Walt Disney Stock (DIS) | 0.9 | $6.6M | 58k | 114.50 |
|
|
| J.p. Morgan Chase Stock (JPM) | 0.9 | $6.1M | -5% | 19k | 315.43 |
|
| Apple Stock (AAPL) | 0.8 | $5.8M | -3% | 23k | 254.63 |
|
| Exxon Mobil Stock (XOM) | 0.8 | $5.8M | -4% | 51k | 112.75 |
|
| Hershey Company Stock (HSY) | 0.8 | $5.5M | -2% | 30k | 187.05 |
|
| Bio-techne Stock (TECH) | 0.8 | $5.3M | +10% | 96k | 55.63 |
|
| Cisco Systems Stock (CSCO) | 0.7 | $5.2M | 75k | 68.42 |
|
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| Pfizer Stock (PFE) | 0.7 | $5.1M | 199k | 25.48 |
|
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| Union Pacific Stock (UNP) | 0.6 | $4.5M | -7% | 19k | 236.37 |
|
| Accenture Stock (ACN) | 0.6 | $4.1M | -12% | 17k | 246.60 |
|
| Copart Stock (CPRT) | 0.5 | $3.8M | +516% | 85k | 44.97 |
|
| Gartner Stock (IT) | 0.5 | $3.6M | -12% | 14k | 262.87 |
|
| Abbvie Stock (ABBV) | 0.5 | $3.3M | 14k | 231.54 |
|
|
| Abbott Labs Stock (ABT) | 0.4 | $3.1M | 23k | 133.94 |
|
|
| American Express Stock (AXP) | 0.4 | $2.6M | 7.9k | 332.16 |
|
|
| General Mills Stock (GIS) | 0.4 | $2.6M | 51k | 50.42 |
|
|
| Chevron Stock (CVX) | 0.3 | $2.3M | 15k | 155.29 |
|
|
| Nextera Energy Stock (NEE) | 0.3 | $2.3M | 30k | 75.49 |
|
|
| Trimble Stock (TRMB) | 0.3 | $2.2M | -24% | 27k | 81.65 |
|
| Eli Lilly Stock (LLY) | 0.3 | $2.2M | 2.8k | 763.00 |
|
|
| Costco Stock (COST) | 0.3 | $2.2M | 2.3k | 925.63 |
|
|
| Visa Stock (V) | 0.3 | $2.1M | 6.2k | 341.38 |
|
|
| Phillips 66 Stock (PSX) | 0.3 | $2.1M | -3% | 15k | 136.02 |
|
| Conocophillips Stock (COP) | 0.3 | $2.0M | -2% | 22k | 94.59 |
|
| Bank New York Mellon Corp Stock (BK) | 0.3 | $2.0M | 19k | 108.96 |
|
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| Coca Cola Stock (KO) | 0.3 | $2.0M | 31k | 66.32 |
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| Clorox Stock (CLX) | 0.3 | $1.9M | -10% | 16k | 123.30 |
|
| Deere & Co Stock (DE) | 0.3 | $1.9M | 4.1k | 457.26 |
|
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| Ibotta Inc Class A Stock (IBTA) | 0.3 | $1.8M | 66k | 27.85 |
|
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| Caterpillar Stock (CAT) | 0.3 | $1.8M | 3.9k | 477.15 |
|
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| Morgan Stanley Stock (MS) | 0.3 | $1.8M | 11k | 158.96 |
|
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| Home Depot Stock (HD) | 0.2 | $1.7M | 4.3k | 405.19 |
|
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| General Electric Stock (GE) | 0.2 | $1.7M | 5.8k | 300.82 |
|
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| Wal-mart Stores Stock (WMT) | 0.2 | $1.7M | 17k | 103.06 |
|
|
| State Street Stock (STT) | 0.2 | $1.7M | 15k | 116.01 |
|
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| Norfolk Southern Stock (NSC) | 0.2 | $1.7M | 5.6k | 300.41 |
|
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| Comcast Corp Stock (CMCSA) | 0.2 | $1.5M | 49k | 31.42 |
|
|
| Autodesk Stock (ADSK) | 0.2 | $1.4M | 4.3k | 317.67 |
|
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| Raytheon Technologies Stock (RTX) | 0.2 | $1.3M | 7.9k | 167.33 |
|
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| Kellanova Stock (K) | 0.2 | $1.3M | 16k | 82.02 |
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| Csx Corp Stock (CSX) | 0.2 | $1.2M | 35k | 35.51 |
|
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| Eaton Corp Stock (ETN) | 0.2 | $1.2M | -4% | 3.2k | 374.25 |
|
| Alphabet Cl C Stock (GOOG) | 0.2 | $1.1M | 4.5k | 243.55 |
|
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| Nvidia Corporation Stock (NVDA) | 0.2 | $1.1M | 5.8k | 186.58 |
|
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| Spdr S&p 500 Etf Trust Etf (SPY) | 0.1 | $999k | 1.5k | 666.18 |
|
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| Fedex Corp Stock (FDX) | 0.1 | $995k | 4.2k | 235.81 |
|
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| Genuine Parts Stock (GPC) | 0.1 | $943k | 6.8k | 138.60 |
|
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| Eversource Energy Stock (ES) | 0.1 | $935k | +4% | 13k | 71.14 |
|
| Mcdonald's Stock (MCD) | 0.1 | $922k | -3% | 3.0k | 303.89 |
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| Verizon Stock (VZ) | 0.1 | $871k | 20k | 43.95 |
|
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| Us Bancorp Stock (USB) | 0.1 | $795k | 17k | 48.33 |
|
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| Kimberly-clark Corp Stock (KMB) | 0.1 | $788k | 6.3k | 124.34 |
|
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| Unitedhealth Group Stock (UNH) | 0.1 | $765k | -22% | 2.2k | 345.30 |
|
| The Cigna Group Stock (CI) | 0.1 | $762k | 2.6k | 288.25 |
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| Amazon Stock (AMZN) | 0.1 | $754k | 3.4k | 219.57 |
|
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| Illinois Tool Works Stock (ITW) | 0.1 | $679k | 2.6k | 260.76 |
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| Oracle Stock (ORCL) | 0.1 | $647k | 2.3k | 281.24 |
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| Dover Corp Stock (DOV) | 0.1 | $642k | 3.9k | 166.83 |
|
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| Duke Energy Stock (DUK) | 0.1 | $640k | +6% | 5.2k | 123.75 |
|
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $611k | -6% | 3.0k | 200.93 |
|
| Honeywell International Stock (HON) | 0.1 | $598k | 2.8k | 210.50 |
|
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| At&t Stock (T) | 0.1 | $570k | +3% | 20k | 28.24 |
|
| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $555k | 975.00 | 568.81 |
|
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| Moodys Corp Stock (MCO) | 0.1 | $524k | 1.1k | 476.48 |
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| Southern Stock (SO) | 0.1 | $483k | -5% | 5.1k | 94.77 |
|
| Sherwin Williams Stock (SHW) | 0.1 | $459k | -5% | 1.3k | 346.26 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $456k | 10k | 45.72 |
|
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| Lowe's Companies Stock (LOW) | 0.1 | $436k | 1.7k | 251.31 |
|
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| Vanguard Russell 1000 Etf Etf (VONE) | 0.1 | $405k | 1.3k | 302.35 |
|
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| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.1 | $387k | 650.00 | 596.03 |
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| Trane Technologies Stock (TT) | 0.1 | $377k | 893.00 | 421.96 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $368k | 550.00 | 669.30 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $367k | 1.2k | 309.74 |
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| Ppg Inds Stock (PPG) | 0.1 | $356k | 3.4k | 105.11 |
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| Philip Morris Intl Stock (PM) | 0.0 | $338k | 2.1k | 162.20 |
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| Bristol-myers Squibb Stock (BMY) | 0.0 | $302k | 6.7k | 45.10 |
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| Consolidated Edison Stock (ED) | 0.0 | $302k | 3.0k | 100.52 |
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| Ameriprise Finl Stock (AMP) | 0.0 | $258k | 525.00 | 491.25 |
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| Ge Vernova Stock (GEV) | 0.0 | $252k | 409.00 | 614.90 |
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| Diageo Adr (DEO) | 0.0 | $239k | 2.5k | 95.43 |
|
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.0 | $234k | -16% | 500.00 | 468.41 |
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| Parker-hannifin Corp Stock (PH) | 0.0 | $227k | 300.00 | 758.15 |
|
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| Amgen Stock (AMGN) | 0.0 | $212k | 751.00 | 282.20 |
|
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $210k | NEW | 350.00 | 600.37 |
|
| M&t Bank Corp Stock (MTB) | 0.0 | $208k | 1.1k | 197.62 |
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| Lockheed Martin Corp Stock (LMT) | 0.0 | $204k | NEW | 409.00 | 499.21 |
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| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $203k | NEW | 750.00 | 271.12 |
|
| Ishares S&p Mid Cap 400 Index Etf (IJH) | 0.0 | $201k | NEW | 3.1k | 65.26 |
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Past Filings by Wilkins Investment Counsel
SEC 13F filings are viewable for Wilkins Investment Counsel going back to 2010
- Wilkins Investment Counsel 2025 Q3 filed Oct. 30, 2025
- Wilkins Investment Counsel 2025 Q2 filed Aug. 7, 2025
- Wilkins Investment Counsel 2025 Q1 filed May 6, 2025
- Wilkins Investment Counsel 2024 Q4 filed Feb. 11, 2025
- Wilkins Investment Counsel 2024 Q3 filed Nov. 12, 2024
- Wilkins Investment Counsel 2024 Q2 filed Aug. 8, 2024
- Wilkins Investment Counsel 2024 Q1 filed May 9, 2024
- Wilkins Investment Counsel 2023 Q4 filed Feb. 12, 2024
- Wilkins Investment Counsel 2023 Q3 filed Nov. 9, 2023
- Wilkins Investment Counsel 2023 Q2 filed Aug. 7, 2023
- Wilkins Investment Counsel 2023 Q1 filed May 8, 2023
- Wilkins Investment Counsel 2022 Q4 filed Feb. 7, 2023
- Wilkins Investment Counsel 2022 Q3 filed Nov. 8, 2022
- Wilkins Investment Counsel 2022 Q2 filed Aug. 8, 2022
- Wilkins Investment Counsel 2022 Q1 filed May 10, 2022
- Wilkins Investment Counsel 2021 Q4 filed Feb. 10, 2022