Wilkins Investment Counsel as of June 30, 2021
Portfolio Holdings for Wilkins Investment Counsel
Wilkins Investment Counsel holds 77 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Newmont Mining Corporation (NEM) | 5.5 | $22M | 351k | 63.38 | |
| Merck & Co (MRK) | 3.8 | $16M | 200k | 77.77 | |
| Intel Corporation (INTC) | 3.7 | $15M | 269k | 56.14 | |
| Procter & Gamble Company (PG) | 3.7 | $15M | 111k | 134.93 | |
| Automatic Data Processing (ADP) | 3.4 | $14M | 70k | 198.62 | |
| United Parcel Service (UPS) | 3.4 | $14M | 66k | 207.98 | |
| International Flavors & Fragrances (IFF) | 3.3 | $14M | 90k | 149.40 | |
| Johnson & Johnson (JNJ) | 3.1 | $13M | 76k | 164.74 | |
| Northern Trust Corporation (NTRS) | 3.0 | $12M | 106k | 115.62 | |
| Trimble Navigation (TRMB) | 3.0 | $12M | 147k | 81.83 | |
| F5 Networks (FFIV) | 2.9 | $12M | 64k | 186.67 | |
| Novartis (NVS) | 2.9 | $12M | 128k | 91.24 | |
| Medtronic (MDT) | 2.8 | $11M | 91k | 124.13 | |
| 3M Company (MMM) | 2.8 | $11M | 56k | 198.63 | |
| SYSCO Corporation (SYY) | 2.6 | $11M | 134k | 77.75 | |
| Corteva (CTVA) | 2.6 | $10M | 235k | 44.35 | |
| Dupont De Nemours (DD) | 2.5 | $10M | 133k | 77.41 | |
| Chubb (CB) | 2.5 | $10M | 64k | 158.93 | |
| Schlumberger (SLB) | 2.5 | $10M | 314k | 32.01 | |
| Fastenal Company (FAST) | 2.4 | $9.9M | 190k | 52.00 | |
| Pepsi (PEP) | 2.4 | $9.7M | 66k | 148.18 | |
| Weyerhaeuser Company (WY) | 2.3 | $9.3M | 269k | 34.42 | |
| BP (BP) | 2.3 | $9.2M | 347k | 26.42 | |
| Emerson Electric (EMR) | 2.2 | $9.0M | 93k | 96.24 | |
| Hershey Company (HSY) | 2.1 | $8.7M | 50k | 174.19 | |
| Accenture (ACN) | 2.1 | $8.4M | 29k | 294.78 | |
| American Tower Reit (AMT) | 2.0 | $8.2M | 31k | 270.14 | |
| Williams Companies (WMB) | 1.9 | $7.8M | 294k | 26.55 | |
| Aspen Technology | 1.5 | $6.3M | 46k | 137.54 | |
| Colgate-Palmolive Company (CL) | 1.5 | $6.1M | 75k | 81.36 | |
| Fortinet (FTNT) | 1.3 | $5.5M | 23k | 238.19 | |
| Texas Instruments Incorporated (TXN) | 1.3 | $5.4M | 28k | 192.29 | |
| Cerner Corporation | 1.2 | $5.0M | 65k | 78.16 | |
| Pfizer (PFE) | 1.1 | $4.5M | 115k | 39.16 | |
| General Mills (GIS) | 0.9 | $3.6M | 59k | 60.92 | |
| Union Pacific Corporation (UNP) | 0.9 | $3.5M | 16k | 219.94 | |
| Gartner (IT) | 0.8 | $3.1M | 13k | 242.17 | |
| C.H. Robinson Worldwide (CHRW) | 0.7 | $3.0M | 33k | 93.68 | |
| Ansys (ANSS) | 0.7 | $2.8M | 7.9k | 347.01 | |
| Autodesk (ADSK) | 0.6 | $2.3M | 8.0k | 291.84 | |
| At&t (T) | 0.6 | $2.3M | 79k | 28.79 | |
| Nextera Energy (NEE) | 0.5 | $2.0M | 27k | 73.29 | |
| Clorox Company (CLX) | 0.5 | $1.9M | 11k | 179.91 | |
| Home Depot (HD) | 0.4 | $1.8M | 5.7k | 318.80 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.5M | 24k | 63.06 | |
| State Street Corporation (STT) | 0.4 | $1.5M | 18k | 82.28 | |
| Coca-Cola Company (KO) | 0.4 | $1.4M | 27k | 54.09 | |
| Comcast Corporation (CMCSA) | 0.4 | $1.4M | 25k | 57.00 | |
| Verizon Communications (VZ) | 0.3 | $1.4M | 25k | 56.04 | |
| International Business Machines (IBM) | 0.3 | $1.4M | 9.4k | 146.64 | |
| Berkshire Hathaway (BRK.A) | 0.3 | $1.3M | 300.00 | 4186.67 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $1.2M | 8.2k | 140.66 | |
| Cisco Systems (CSCO) | 0.3 | $1.0M | 20k | 53.01 | |
| Walt Disney Company (DIS) | 0.3 | $1.0M | 5.8k | 175.69 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $1.0M | 6.5k | 155.58 | |
| stock | 0.2 | $963k | 6.7k | 144.59 | |
| Microsoft Corporation (MSFT) | 0.2 | $765k | 2.8k | 270.80 | |
| Dow (DOW) | 0.2 | $697k | 11k | 63.32 | |
| Urstadt Biddle Properties | 0.2 | $619k | 32k | 19.37 | |
| Eli Lilly & Co. (LLY) | 0.1 | $574k | 2.5k | 229.60 | |
| Sherwin-Williams Company (SHW) | 0.1 | $572k | 2.1k | 272.38 | |
| Hartford Financial Services (HIG) | 0.1 | $521k | 8.4k | 62.02 | |
| Air Products & Chemicals (APD) | 0.1 | $487k | 1.7k | 287.49 | |
| Norfolk Southern (NSC) | 0.1 | $451k | 1.7k | 265.29 | |
| Amgen (AMGN) | 0.1 | $439k | 1.8k | 243.89 | |
| Phillips 66 (PSX) | 0.1 | $435k | 5.1k | 85.80 | |
| Duke Energy Corporation | 0.1 | $407k | 4.1k | 98.76 | |
| Kellogg Company (K) | 0.1 | $400k | 6.2k | 64.27 | |
| Walgreen Boots Alliance (WBA) | 0.1 | $389k | 7.4k | 52.57 | |
| ConocoPhillips (COP) | 0.1 | $373k | 6.1k | 60.98 | |
| Chevron Corporation (CVX) | 0.1 | $315k | 3.0k | 104.65 | |
| Eversource Energy (ES) | 0.1 | $281k | 3.5k | 80.29 | |
| Apple (AAPL) | 0.1 | $258k | 1.9k | 137.09 | |
| Oracle Corporation (ORCL) | 0.1 | $257k | 3.3k | 77.88 | |
| Stanley Black & Decker (SWK) | 0.1 | $246k | 1.2k | 205.00 | |
| Amazon (AMZN) | 0.1 | $227k | 66.00 | 3439.39 | |
| Nike (NKE) | 0.1 | $212k | 1.4k | 154.29 |
