Wilkins Investment Counsel as of March 31, 2020
Portfolio Holdings for Wilkins Investment Counsel
Wilkins Investment Counsel holds 70 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Newmont Mining Corporation (NEM) | 6.1 | $17M | 372k | 45.28 | |
| Merck & Co (MRK) | 5.7 | $16M | 201k | 76.94 | |
| Intel Corporation (INTC) | 5.0 | $14M | 254k | 54.12 | |
| Procter & Gamble Company (PG) | 4.8 | $13M | 120k | 110.00 | |
| Johnson & Johnson (JNJ) | 3.7 | $10M | 77k | 131.13 | |
| Novartis (NVS) | 3.7 | $10M | 122k | 82.45 | |
| Automatic Data Processing (ADP) | 3.3 | $9.2M | 67k | 136.68 | |
| Medtronic (MDT) | 3.1 | $8.5M | 94k | 90.18 | |
| Northern Trust Corporation (NTRS) | 3.1 | $8.4M | 112k | 75.46 | |
| International Flavors & Fragrances (IFF) | 3.0 | $8.3M | 81k | 102.08 | |
| Pepsi (PEP) | 2.9 | $8.0M | 66k | 120.09 | |
| SYSCO Corporation (SYY) | 2.7 | $7.5M | 164k | 45.63 | |
| 3M Company (MMM) | 2.6 | $7.2M | 53k | 136.52 | |
| Chubb (CB) | 2.5 | $6.9M | 62k | 111.68 | |
| BP (BP) | 2.5 | $6.9M | 282k | 24.39 | |
| Hershey Company (HSY) | 2.5 | $6.7M | 51k | 132.49 | |
| United Parcel Service (UPS) | 2.4 | $6.7M | 72k | 93.42 | |
| Fastenal Company (FAST) | 2.4 | $6.6M | 212k | 31.25 | |
| F5 Networks (FFIV) | 2.3 | $6.3M | 59k | 106.63 | |
| Accenture (ACN) | 2.2 | $5.9M | 36k | 163.25 | |
| Trimble Navigation (TRMB) | 2.1 | $5.8M | 183k | 31.83 | |
| American Tower Reit (AMT) | 2.1 | $5.7M | 26k | 217.75 | |
| Emerson Electric (EMR) | 1.8 | $5.0M | 105k | 47.65 | |
| Weyerhaeuser Company (WY) | 1.6 | $4.5M | 264k | 16.95 | |
| Colgate-Palmolive Company (CL) | 1.6 | $4.3M | 64k | 66.36 | |
| Dupont De Nemours (DD) | 1.5 | $4.2M | 122k | 34.10 | |
| Corteva (CTVA) | 1.5 | $4.0M | 171k | 23.50 | |
| Pfizer (PFE) | 1.5 | $4.0M | 122k | 32.64 | |
| Schlumberger (SLB) | 1.4 | $3.9M | 292k | 13.49 | |
| Aspen Technology | 1.4 | $3.8M | 40k | 95.06 | |
| General Mills (GIS) | 1.3 | $3.6M | 69k | 52.77 | |
| Williams Companies (WMB) | 1.3 | $3.6M | 256k | 14.15 | |
| Texas Instruments Incorporated (TXN) | 1.0 | $2.8M | 29k | 99.95 | |
| At&t (T) | 1.0 | $2.6M | 91k | 29.15 | |
| Cerner Corporation | 0.9 | $2.6M | 41k | 62.99 | |
| Union Pacific Corporation (UNP) | 0.9 | $2.3M | 17k | 141.02 | |
| Ansys (ANSS) | 0.8 | $2.3M | 9.9k | 232.51 | |
| C.H. Robinson Worldwide (CHRW) | 0.7 | $2.0M | 30k | 66.20 | |
| Clorox Company (CLX) | 0.7 | $1.9M | 11k | 173.24 | |
| Exxon Mobil Corporation (XOM) | 0.7 | $1.8M | 47k | 37.96 | |
| Nextera Energy (NEE) | 0.6 | $1.7M | 6.9k | 240.61 | |
| Coca-Cola Company (KO) | 0.6 | $1.5M | 35k | 44.26 | |
| Verizon Communications (VZ) | 0.5 | $1.4M | 26k | 53.74 | |
| Walgreen Boots Alliance (WBA) | 0.4 | $1.1M | 24k | 45.76 | |
| Home Depot (HD) | 0.4 | $1.1M | 5.7k | 186.70 | |
| International Business Machines (IBM) | 0.4 | $1.0M | 9.5k | 110.90 | |
| United Technologies Corporation | 0.4 | $979k | 10k | 94.36 | |
| State Street Corporation (STT) | 0.4 | $959k | 18k | 53.28 | |
| Cisco Systems (CSCO) | 0.3 | $934k | 24k | 39.33 | |
| Microsoft Corporation (MSFT) | 0.3 | $882k | 5.6k | 157.64 | |
| Comcast Corporation (CMCSA) | 0.3 | $859k | 25k | 34.36 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $816k | 300.00 | 2720.00 | |
| Walt Disney Company (DIS) | 0.3 | $724k | 7.5k | 96.53 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $712k | 8.2k | 86.41 | |
| Amgen (AMGN) | 0.3 | $710k | 3.5k | 202.86 | |
| Fortinet (FTNT) | 0.3 | $708k | 7.0k | 101.14 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $457k | 5.1k | 89.96 | |
| Urstadt Biddle Properties | 0.2 | $450k | 32k | 14.08 | |
| Duke Energy Corporation | 0.2 | $437k | 5.4k | 80.82 | |
| Air Products & Chemicals (APD) | 0.2 | $418k | 2.1k | 199.62 | |
| Dow (DOW) | 0.1 | $383k | 13k | 29.21 | |
| Kellogg Company (K) | 0.1 | $373k | 6.2k | 59.93 | |
| Eli Lilly & Co. (LLY) | 0.1 | $361k | 2.6k | 138.85 | |
| Phillips 66 (PSX) | 0.1 | $347k | 6.5k | 53.63 | |
| Sherwin-Williams Company (SHW) | 0.1 | $322k | 700.00 | 460.00 | |
| Hartford Financial Services (HIG) | 0.1 | $296k | 8.4k | 35.24 | |
| Norfolk Southern (NSC) | 0.1 | $248k | 1.7k | 145.88 | |
| Chevron Corporation (CVX) | 0.1 | $234k | 3.2k | 72.33 | |
| ConocoPhillips (COP) | 0.1 | $207k | 6.7k | 30.82 | |
| General Electric Company | 0.1 | $177k | 22k | 7.94 |
