Wilkins Investment Counsel as of March 31, 2021
Portfolio Holdings for Wilkins Investment Counsel
Wilkins Investment Counsel holds 73 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Newmont Mining Corporation (NEM) | 5.5 | $21M | 355k | 60.27 | |
| Intel Corporation (INTC) | 4.4 | $17M | 268k | 64.00 | |
| Merck & Co (MRK) | 4.0 | $15M | 198k | 77.09 | |
| Procter & Gamble Company (PG) | 3.9 | $15M | 112k | 135.43 | |
| F5 Networks (FFIV) | 3.4 | $13M | 64k | 208.62 | |
| Automatic Data Processing (ADP) | 3.4 | $13M | 70k | 188.47 | |
| International Flavors & Fragrances (IFF) | 3.3 | $13M | 91k | 139.60 | |
| Johnson & Johnson (JNJ) | 3.1 | $12M | 74k | 164.34 | |
| Trimble Navigation (TRMB) | 3.1 | $12M | 153k | 77.79 | |
| United Parcel Service (UPS) | 2.9 | $11M | 67k | 170.00 | |
| Northern Trust Corporation (NTRS) | 2.9 | $11M | 107k | 105.11 | |
| Corteva (CTVA) | 2.8 | $11M | 233k | 46.62 | |
| 3M Company (MMM) | 2.8 | $11M | 56k | 192.69 | |
| Novartis (NVS) | 2.8 | $11M | 126k | 85.48 | |
| Medtronic (MDT) | 2.8 | $11M | 91k | 118.13 | |
| SYSCO Corporation (SYY) | 2.8 | $11M | 135k | 78.74 | |
| Dupont De Nemours (DD) | 2.6 | $10M | 131k | 77.28 | |
| Chubb (CB) | 2.6 | $10M | 64k | 157.97 | |
| Fastenal Company (FAST) | 2.5 | $9.6M | 191k | 50.28 | |
| Weyerhaeuser Company (WY) | 2.4 | $9.4M | 264k | 35.60 | |
| Pepsi (PEP) | 2.4 | $9.3M | 66k | 141.46 | |
| Schlumberger (SLB) | 2.2 | $8.6M | 315k | 27.19 | |
| Emerson Electric (EMR) | 2.2 | $8.5M | 94k | 90.22 | |
| BP (BP) | 2.1 | $8.2M | 339k | 24.35 | |
| Accenture (ACN) | 2.1 | $8.1M | 29k | 276.26 | |
| Hershey Company (HSY) | 2.1 | $8.0M | 50k | 158.16 | |
| American Tower Reit (AMT) | 1.9 | $7.3M | 31k | 239.06 | |
| Williams Companies (WMB) | 1.7 | $6.6M | 277k | 23.69 | |
| Aspen Technology | 1.7 | $6.5M | 45k | 144.33 | |
| Colgate-Palmolive Company (CL) | 1.5 | $5.8M | 74k | 78.83 | |
| Texas Instruments Incorporated (TXN) | 1.4 | $5.3M | 28k | 189.00 | |
| Pfizer (PFE) | 1.1 | $4.2M | 115k | 36.23 | |
| Fortinet (FTNT) | 1.1 | $4.1M | 22k | 184.42 | |
| Cerner Corporation | 1.0 | $3.8M | 53k | 71.88 | |
| General Mills (GIS) | 0.9 | $3.6M | 59k | 61.31 | |
| Union Pacific Corporation (UNP) | 0.9 | $3.5M | 16k | 220.44 | |
| C.H. Robinson Worldwide (CHRW) | 0.8 | $3.0M | 31k | 95.42 | |
| Ansys (ANSS) | 0.7 | $2.7M | 8.0k | 339.59 | |
| At&t (T) | 0.6 | $2.4M | 79k | 30.27 | |
| Nextera Energy (NEE) | 0.5 | $2.1M | 28k | 75.61 | |
| Clorox Company (CLX) | 0.5 | $2.1M | 11k | 192.89 | |
| Home Depot (HD) | 0.4 | $1.7M | 5.7k | 305.27 | |
| State Street Corporation (STT) | 0.4 | $1.5M | 18k | 84.00 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.4M | 26k | 55.81 | |
| Coca-Cola Company (KO) | 0.4 | $1.4M | 27k | 52.72 | |
| Verizon Communications (VZ) | 0.4 | $1.4M | 25k | 58.15 | |
| Comcast Corporation (CMCSA) | 0.4 | $1.4M | 25k | 54.12 | |
| Gartner (IT) | 0.3 | $1.3M | 6.9k | 182.51 | |
| International Business Machines (IBM) | 0.3 | $1.2M | 9.4k | 133.30 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $1.2M | 300.00 | 3856.67 | |
| Cisco Systems (CSCO) | 0.3 | $1.1M | 21k | 51.70 | |
| Walt Disney Company (DIS) | 0.3 | $1.1M | 5.8k | 184.48 | |
| JPMorgan Chase & Co. (JPM) | 0.3 | $1.1M | 7.0k | 152.17 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $1.0M | 8.2k | 121.84 | |
| Dow (DOW) | 0.2 | $704k | 11k | 63.95 | |
| Microsoft Corporation (MSFT) | 0.2 | $666k | 2.8k | 235.75 | |
| Hartford Financial Services (HIG) | 0.1 | $561k | 8.4k | 66.79 | |
| Urstadt Biddle Properties | 0.1 | $532k | 32k | 16.65 | |
| Sherwin-Williams Company (SHW) | 0.1 | $517k | 700.00 | 738.57 | |
| Phillips 66 (PSX) | 0.1 | $503k | 6.2k | 81.52 | |
| Air Products & Chemicals (APD) | 0.1 | $477k | 1.7k | 281.58 | |
| Eli Lilly & Co. (LLY) | 0.1 | $467k | 2.5k | 186.80 | |
| Norfolk Southern (NSC) | 0.1 | $456k | 1.7k | 268.24 | |
| Amgen (AMGN) | 0.1 | $448k | 1.8k | 248.89 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $434k | 7.9k | 54.94 | |
| Duke Energy Corporation | 0.1 | $398k | 4.1k | 96.58 | |
| Kellogg Company (K) | 0.1 | $394k | 6.2k | 63.30 | |
| ConocoPhillips (COP) | 0.1 | $324k | 6.1k | 52.97 | |
| Chevron Corporation (CVX) | 0.1 | $315k | 3.0k | 104.65 | |
| Eversource Energy (ES) | 0.1 | $303k | 3.5k | 86.57 | |
| Stanley Black & Decker (SWK) | 0.1 | $240k | 1.2k | 200.00 | |
| Oracle Corporation (ORCL) | 0.1 | $232k | 3.3k | 70.30 | |
| Apple (AAPL) | 0.1 | $230k | 1.9k | 122.21 |
