Wilkins Investment Counsel
Latest statistics and disclosures from Wilkins Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NEM, MRK, CB, IBM, MMM, and represent 20.56% of Wilkins Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: Q (+$7.6M), CPRT, CLX, FI, WY, AMT, TECH, ADP, DD, GOOGL.
- Started 3 new stock positions in GOOGL, QQQX, Q.
- Reduced shares in these 10 stocks: NEM (-$8.9M), BRK.B, JNJ, WMB, NVS, IBM, MSFT, IT, IBTA, MRK.
- Sold out of its positions in FDX, IBTA, K, LMT, USB.
- Wilkins Investment Counsel was a net seller of stock by $-34M.
- Wilkins Investment Counsel has $686M in assets under management (AUM), dropping by -2.85%.
- Central Index Key (CIK): 0001276853
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Portfolio Holdings for Wilkins Investment Counsel
Wilkins Investment Counsel holds 120 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Newmont Stock (NEM) | 6.7 | $46M | -16% | 457k | 99.85 |
|
| Merck Stock (MRK) | 3.8 | $26M | -6% | 250k | 105.26 |
|
| Chubb Stock (CB) | 3.4 | $24M | -2% | 76k | 312.12 |
|
| International Business Machines Stock (IBM) | 3.3 | $23M | -9% | 77k | 296.21 |
|
| 3M Stock (MMM) | 3.3 | $23M | -5% | 142k | 160.10 |
|
| Corteva Stock (CTVA) | 3.1 | $21M | 316k | 67.03 |
|
|
| Johnson & Johnson Stock (JNJ) | 3.0 | $21M | -12% | 99k | 206.95 |
|
| Automatic Data Processing Stock (ADP) | 2.9 | $20M | 78k | 257.23 |
|
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| Procter & Gamble Stock (PG) | 2.9 | $20M | 137k | 143.31 |
|
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| Northern Trust Stock (NTRS) | 2.8 | $19M | -2% | 141k | 136.59 |
|
| Medtronic Stock (MDT) | 2.7 | $19M | -7% | 196k | 96.06 |
|
| Williams Cos Stock (WMB) | 2.7 | $19M | -11% | 311k | 60.11 |
|
| BP Adr (BP) | 2.5 | $17M | -5% | 497k | 34.73 |
|
| Illumina Stock (ILMN) | 2.5 | $17M | -7% | 131k | 131.16 |
|
| Novartis Adr (NVS) | 2.3 | $16M | -13% | 116k | 137.87 |
|
| Emerson Electric Stock (EMR) | 2.3 | $16M | -8% | 118k | 132.72 |
|
| Iqvia Stock (IQV) | 2.2 | $15M | -5% | 68k | 225.41 |
|
| Pepsico Stock (PEP) | 2.2 | $15M | 107k | 143.52 |
|
|
| International Flavors & Fragrances Stock (IFF) | 2.2 | $15M | 227k | 67.39 |
|
|
| United Parcel Service Stock (UPS) | 2.2 | $15M | -9% | 153k | 99.19 |
|
| Sysco Stock (SYY) | 2.0 | $14M | 183k | 73.69 |
|
|
| Fortinet Stock (FTNT) | 1.8 | $12M | -2% | 152k | 79.41 |
|
| Weyerhaeuser Reit (WY) | 1.7 | $12M | +13% | 506k | 23.69 |
|
| SLB Stock (SLB) | 1.6 | $11M | -9% | 288k | 38.38 |
|
| Corpay Stock (CPAY) | 1.5 | $10M | -5% | 34k | 300.93 |
|
| Berkshire Hathaway Cl B Stock (BRK.B) | 1.3 | $9.2M | -33% | 18k | 502.65 |
|
| Colgate-palmolive Stock (CL) | 1.3 | $8.8M | +2% | 112k | 79.02 |
|
| Texas Instruments Stock (TXN) | 1.2 | $8.5M | 49k | 173.49 |
|
|
| Fiserv Stock (FI) | 1.1 | $7.9M | +48% | 117k | 67.17 |
|
| Qnity Electronics Stock (Q) | 1.1 | $7.6M | NEW | 94k | 81.65 |
|
| Microsoft Stock (MSFT) | 1.1 | $7.6M | -23% | 16k | 483.62 |
|
| Copart Stock (CPRT) | 1.1 | $7.5M | +125% | 191k | 39.15 |
|
| American Tower Reit (AMT) | 1.0 | $7.1M | +11% | 41k | 175.57 |
|
| Dupont Stock (DD) | 1.0 | $6.9M | +4% | 173k | 40.20 |
|
| Fastenal Stock (FAST) | 1.0 | $6.7M | -14% | 167k | 40.13 |
|
| F5 Networks Stock (FFIV) | 1.0 | $6.6M | -14% | 26k | 255.26 |
|
| Walt Disney Stock (DIS) | 0.9 | $6.4M | -2% | 56k | 113.77 |
|
| Exxon Mobil Stock (XOM) | 0.9 | $6.2M | 51k | 120.34 |
|
|
| Apple Stock (AAPL) | 0.9 | $6.1M | 23k | 271.86 |
|
|
| J.p. Morgan Chase Stock (JPM) | 0.9 | $6.1M | 19k | 322.22 |
|
|
| Bio-techne Stock (TECH) | 0.9 | $6.1M | +7% | 103k | 58.81 |
|
| Cisco Systems Stock (CSCO) | 0.8 | $5.7M | -2% | 74k | 77.03 |
|
| Clorox Stock (CLX) | 0.8 | $5.6M | +250% | 55k | 100.83 |
|
| Hershey Company Stock (HSY) | 0.8 | $5.3M | 29k | 181.98 |
|
|
| Union Pacific Stock (UNP) | 0.7 | $4.5M | 19k | 231.32 |
|
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| Pfizer Stock (PFE) | 0.7 | $4.5M | -10% | 179k | 24.90 |
|
| Accenture Stock (ACN) | 0.6 | $4.4M | -3% | 16k | 268.30 |
|
| Abbvie Stock (ABBV) | 0.5 | $3.3M | 14k | 228.49 |
|
|
| Eli Lilly Stock (LLY) | 0.4 | $3.0M | -2% | 2.8k | 1074.68 |
|
| Abbott Labs Stock (ABT) | 0.4 | $2.9M | 23k | 125.29 |
|
|
| American Express Stock (AXP) | 0.4 | $2.9M | 7.8k | 369.95 |
|
|
| Nextera Energy Stock (NEE) | 0.4 | $2.4M | 30k | 80.28 |
|
|
| Chevron Stock (CVX) | 0.3 | $2.3M | 15k | 152.41 |
|
|
| General Mills Stock (GIS) | 0.3 | $2.2M | -5% | 48k | 46.50 |
|
| Caterpillar Stock (CAT) | 0.3 | $2.2M | 3.8k | 572.87 |
|
|
| Bank New York Mellon Corp Stock (BK) | 0.3 | $2.2M | 19k | 116.09 |
|
|
| Coca Cola Stock (KO) | 0.3 | $2.1M | 30k | 69.91 |
|
|
| Visa Stock (V) | 0.3 | $2.1M | -3% | 6.0k | 350.71 |
|
| Trimble Stock (TRMB) | 0.3 | $2.1M | -2% | 26k | 78.35 |
|
| Morgan Stanley Stock (MS) | 0.3 | $2.0M | 11k | 177.53 |
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| State Street Stock (STT) | 0.3 | $1.9M | 15k | 129.01 |
|
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| Deere & Co Stock (DE) | 0.3 | $1.9M | 4.1k | 465.57 |
|
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| Wal-mart Stores Stock (WMT) | 0.3 | $1.8M | 17k | 111.41 |
|
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| Conocophillips Stock (COP) | 0.3 | $1.8M | -9% | 20k | 93.61 |
|
| Phillips 66 Stock (PSX) | 0.3 | $1.8M | -6% | 14k | 129.04 |
|
| General Electric Stock (GE) | 0.2 | $1.7M | -4% | 5.5k | 308.03 |
|
| Norfolk Southern Stock (NSC) | 0.2 | $1.6M | 5.6k | 288.72 |
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| Raytheon Technologies Stock (RTX) | 0.2 | $1.5M | 7.9k | 183.40 |
|
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| Alphabet Cl C Stock (GOOG) | 0.2 | $1.4M | 4.5k | 313.80 |
|
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| Autodesk Stock (ADSK) | 0.2 | $1.3M | 4.3k | 296.01 |
|
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| Csx Corp Stock (CSX) | 0.2 | $1.3M | 35k | 36.25 |
|
|
| Gartner Stock (IT) | 0.2 | $1.2M | -63% | 4.9k | 252.28 |
|
| Nvidia Corporation Stock (NVDA) | 0.2 | $1.1M | 5.8k | 186.50 |
|
|
| Eaton Corp Stock (ETN) | 0.1 | $1.0M | 3.2k | 318.51 |
|
|
| State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) | 0.1 | $991k | -3% | 1.5k | 681.92 |
|
| Comcast Corp Stock (CMCSA) | 0.1 | $887k | -39% | 30k | 29.89 |
|
| Eversource Energy Stock (ES) | 0.1 | $885k | 13k | 67.33 |
|
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| Home Depot Stock (HD) | 0.1 | $846k | -42% | 2.5k | 344.10 |
|
| Genuine Parts Stock (GPC) | 0.1 | $836k | 6.8k | 122.96 |
|
|
| Mcdonald's Stock (MCD) | 0.1 | $810k | -12% | 2.7k | 305.63 |
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| Verizon Stock (VZ) | 0.1 | $807k | 20k | 40.73 |
|
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| Dover Corp Stock (DOV) | 0.1 | $752k | 3.9k | 195.24 |
|
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| The Cigna Group Stock (CI) | 0.1 | $680k | -6% | 2.5k | 275.23 |
|
| Amazon Stock (AMZN) | 0.1 | $677k | -14% | 2.9k | 230.82 |
|
| Unitedhealth Group Stock (UNH) | 0.1 | $669k | -8% | 2.0k | 330.11 |
|
| Illinois Tool Works Stock (ITW) | 0.1 | $641k | 2.6k | 246.30 |
|
|
| Kimberly-clark Corp Stock (KMB) | 0.1 | $639k | 6.3k | 100.89 |
|
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| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $635k | 3.0k | 208.73 |
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| Duke Energy Stock (DUK) | 0.1 | $622k | +2% | 5.3k | 117.21 |
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| Moodys Corp Stock (MCO) | 0.1 | $562k | 1.1k | 510.85 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $557k | 975.00 | 570.88 |
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| Honeywell International Stock (HON) | 0.1 | $554k | 2.8k | 195.09 |
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| Costco Stock (COST) | 0.1 | $526k | -73% | 610.00 | 862.34 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $491k | 10k | 49.21 |
|
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| At&t Stock (T) | 0.1 | $483k | -3% | 19k | 24.84 |
|
| Oracle Stock (ORCL) | 0.1 | $448k | 2.3k | 194.91 |
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| Southern Stock (SO) | 0.1 | $445k | 5.1k | 87.20 |
|
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| Sherwin Williams Stock (SHW) | 0.1 | $429k | 1.3k | 324.03 |
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| Lowe's Companies Stock (LOW) | 0.1 | $418k | 1.7k | 241.16 |
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| Vanguard Russell 1000 Etf Etf (VONE) | 0.1 | $414k | 1.3k | 309.04 |
|
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| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.1 | $392k | 650.00 | 603.28 |
|
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $377k | 550.00 | 684.94 |
|
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $361k | 6.7k | 53.94 |
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| Trane Technologies Stock (TT) | 0.1 | $348k | 893.00 | 389.20 |
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| Ppg Inds Stock (PPG) | 0.1 | $347k | 3.4k | 102.46 |
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| Philip Morris Intl Stock (PM) | 0.0 | $334k | 2.1k | 160.40 |
|
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| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $307k | 1.2k | 258.79 |
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| Consolidated Edison Stock (ED) | 0.0 | $298k | 3.0k | 99.32 |
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| Ge Vernova Stock (GEV) | 0.0 | $267k | 409.00 | 653.57 |
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| Parker-hannifin Corp Stock (PH) | 0.0 | $264k | 300.00 | 878.96 |
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| Ameriprise Finl Stock (AMP) | 0.0 | $257k | 525.00 | 490.34 |
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| Amgen Stock (AMGN) | 0.0 | $246k | 751.00 | 327.31 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $241k | NEW | 769.00 | 313.00 |
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| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.0 | $237k | 500.00 | 473.30 |
|
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| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $226k | 750.00 | 301.15 |
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| Diageo Adr (DEO) | 0.0 | $216k | 2.5k | 86.27 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $215k | 350.00 | 614.31 |
|
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| M&t Bank Corp Stock (MTB) | 0.0 | $212k | 1.1k | 201.48 |
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| Nuveen Nasdaq 100 Dynamic Over Cef (QQQX) | 0.0 | $204k | NEW | 7.1k | 28.52 |
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| Ishares S&p Mid Cap 400 Index Etf (IJH) | 0.0 | $203k | 3.1k | 66.00 |
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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 Q4 filed Feb. 2, 2026
- 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