Wilkins Investment Counsel

Wilkins Investment Counsel as of Sept. 30, 2018

Portfolio Holdings for Wilkins Investment Counsel

Wilkins Investment Counsel holds 75 positions in its portfolio as reported in the September 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Merck & Co (MRK) 4.6 $15M 215k 70.94
SYSCO Corporation (SYY) 4.1 $14M 188k 73.25
Intel Corporation (INTC) 4.1 $14M 290k 47.29
Dowdupont 3.8 $13M 196k 64.31
BP (BP) 3.6 $12M 262k 46.10
Northern Trust Corporation (NTRS) 3.5 $12M 116k 102.13
F5 Networks (FFIV) 3.5 $12M 59k 199.42
Automatic Data Processing (ADP) 3.4 $11M 74k 150.66
Newmont Mining Corporation (NEM) 3.3 $11M 361k 30.20
Procter & Gamble Company (PG) 3.2 $11M 131k 83.23
Johnson & Johnson (JNJ) 3.2 $11M 77k 138.17
Novartis (NVS) 3.2 $11M 124k 86.16
Medtronic (MDT) 2.9 $9.7M 98k 98.37
International Flavors & Fragrances (IFF) 2.9 $9.6M 69k 139.12
3M Company (MMM) 2.8 $9.3M 44k 210.70
Emerson Electric (EMR) 2.5 $8.5M 111k 76.58
Schlumberger (SLB) 2.4 $8.0M 131k 60.92
Pepsi (PEP) 2.4 $7.8M 70k 111.80
United Parcel Service (UPS) 2.3 $7.8M 67k 116.76
Chubb (CB) 2.3 $7.6M 57k 133.65
Accenture (ACN) 2.2 $7.4M 44k 170.19
Trimble Navigation (TRMB) 2.2 $7.4M 171k 43.46
General Mills (GIS) 1.9 $6.3M 147k 42.92
Fastenal Company (FAST) 1.9 $6.2M 107k 58.02
Clorox Company (CLX) 1.8 $6.0M 40k 150.41
Hershey Company (HSY) 1.8 $5.9M 58k 102.01
Pfizer (PFE) 1.7 $5.8M 131k 44.07
LogMeIn 1.5 $5.0M 56k 89.10
Exxon Mobil Corporation (XOM) 1.4 $4.6M 54k 85.03
Aspen Technology 1.4 $4.6M 40k 113.91
American Tower Reit (AMT) 1.3 $4.5M 31k 145.30
Williams Companies (WMB) 1.3 $4.4M 162k 27.19
Colgate-Palmolive Company (CL) 1.3 $4.3M 65k 66.95
Weyerhaeuser Company (WY) 1.1 $3.8M 117k 32.27
Walgreen Boots Alliance (WBA) 1.0 $3.4M 47k 72.89
At&t (T) 1.0 $3.3M 99k 33.58
Ansys (ANSS) 0.7 $2.3M 12k 186.67
Texas Instruments Incorporated (TXN) 0.6 $2.0M 18k 107.31
United Technologies Corporation 0.6 $2.0M 14k 139.82
Union Pacific Corporation (UNP) 0.6 $1.9M 11k 162.80
State Street Corporation (STT) 0.6 $1.8M 22k 83.77
Coca-Cola Company (KO) 0.5 $1.7M 37k 46.20
Verizon Communications (VZ) 0.5 $1.7M 32k 53.40
International Business Machines (IBM) 0.5 $1.7M 11k 151.21
Red Hat 0.5 $1.6M 12k 136.29
Cisco Systems (CSCO) 0.4 $1.4M 30k 48.64
Cerner Corporation 0.4 $1.4M 22k 64.41
Nextera Energy (NEE) 0.4 $1.3M 7.9k 167.65
Walt Disney Company (DIS) 0.4 $1.3M 11k 116.89
Comcast Corporation (CMCSA) 0.4 $1.2M 35k 35.42
Home Depot (HD) 0.3 $1.2M 5.6k 207.17
General Electric Company 0.3 $998k 88k 11.29
Berkshire Hathaway (BRK.A) 0.3 $960k 300.00 3200.00
Amgen (AMGN) 0.2 $829k 4.0k 207.25
Marsh & McLennan Companies (MMC) 0.2 $827k 10k 82.70
Phillips 66 (PSX) 0.2 $812k 7.2k 112.70
Microsoft Corporation (MSFT) 0.2 $754k 6.6k 114.33
JPMorgan Chase & Co. (JPM) 0.2 $739k 6.6k 112.82
Express Scripts Holding 0.2 $732k 7.7k 95.06
Bankwell Financial (BWFG) 0.2 $695k 22k 31.36
Urstadt Biddle Properties 0.2 $680k 32k 21.28
ConocoPhillips (COP) 0.2 $520k 6.7k 77.42
Chevron Corporation (CVX) 0.1 $485k 4.0k 122.32
Duke Energy Corporation 0.1 $469k 5.9k 80.10
Kellogg Company (K) 0.1 $455k 6.5k 70.08
Hartford Financial Services (HIG) 0.1 $425k 8.5k 50.00
Sherwin-Williams Company (SHW) 0.1 $364k 800.00 455.00
Air Products & Chemicals (APD) 0.1 $383k 2.3k 166.96
Norfolk Southern (NSC) 0.1 $343k 1.9k 180.53
Eli Lilly & Co. (LLY) 0.1 $305k 2.8k 107.39
Royal Dutch Shell 0.1 $314k 4.6k 68.17
Oracle Corporation (ORCL) 0.1 $315k 6.1k 51.64
Manhattan Associates (MANH) 0.1 $284k 5.2k 54.62
Bristol Myers Squibb (BMY) 0.1 $233k 3.8k 62.07
Apple (AAPL) 0.1 $235k 1.0k 225.96