Wilkins Investment Counsel as of March 31, 2022
Portfolio Holdings for Wilkins Investment Counsel
Wilkins Investment Counsel holds 79 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Newmont Mining Corporation (NEM) | 6.1 | $27M | 339k | 79.45 | |
| Merck & Co (MRK) | 3.8 | $17M | 207k | 82.05 | |
| Procter & Gamble Company (PG) | 3.5 | $16M | 102k | 152.80 | |
| Automatic Data Processing (ADP) | 3.3 | $15M | 64k | 227.55 | |
| Corteva (CTVA) | 3.3 | $14M | 251k | 57.48 | |
| Intel Corporation (INTC) | 3.2 | $14M | 287k | 49.56 | |
| United Parcel Service (UPS) | 3.1 | $14M | 64k | 214.46 | |
| Johnson & Johnson (JNJ) | 3.0 | $13M | 76k | 177.23 | |
| F5 Networks (FFIV) | 3.0 | $13M | 64k | 208.95 | |
| Chubb (CB) | 3.0 | $13M | 62k | 213.90 | |
| International Flavors & Fragrances (IFF) | 2.7 | $12M | 92k | 131.33 | |
| Northern Trust Corporation (NTRS) | 2.7 | $12M | 102k | 116.45 | |
| Novartis (NVS) | 2.6 | $12M | 134k | 87.75 | |
| Medtronic (MDT) | 2.5 | $11M | 99k | 110.95 | |
| Weyerhaeuser Company (WY) | 2.4 | $11M | 285k | 37.90 | |
| Dupont De Nemours (DD) | 2.4 | $11M | 146k | 73.58 | |
| Pepsi (PEP) | 2.4 | $11M | 64k | 167.38 | |
| 3M Company (MMM) | 2.4 | $11M | 71k | 148.89 | |
| BP (BP) | 2.3 | $10M | 343k | 29.40 | |
| Williams Companies (WMB) | 2.2 | $9.9M | 297k | 33.41 | |
| SYSCO Corporation (SYY) | 2.2 | $9.9M | 121k | 81.65 | |
| Fastenal Company (FAST) | 2.1 | $9.5M | 160k | 59.40 | |
| Schlumberger (SLB) | 2.1 | $9.2M | 223k | 41.31 | |
| Emerson Electric (EMR) | 2.0 | $8.9M | 91k | 98.05 | |
| Trimble Navigation (TRMB) | 2.0 | $8.8M | 122k | 72.14 | |
| Fortinet (FTNT) | 1.9 | $8.6M | 25k | 341.75 | |
| stock | 1.8 | $8.2M | 55k | 148.61 | |
| American Tower Reit (AMT) | 1.7 | $7.6M | 30k | 251.24 | |
| Aspen Technology | 1.7 | $7.4M | 45k | 165.38 | |
| Hershey Company (HSY) | 1.6 | $7.3M | 34k | 216.63 | |
| International Business Machines (IBM) | 1.6 | $7.2M | 55k | 130.03 | |
| Texas Instruments Incorporated (TXN) | 1.5 | $6.6M | 36k | 183.48 | |
| Gartner (IT) | 1.4 | $6.1M | 21k | 297.48 | |
| Accenture (ACN) | 1.3 | $6.0M | 18k | 337.25 | |
| Pfizer (PFE) | 1.3 | $5.8M | 113k | 51.77 | |
| Colgate-Palmolive Company (CL) | 1.3 | $5.8M | 76k | 75.83 | |
| Fiserv (FI) | 1.1 | $4.9M | 49k | 101.40 | |
| C.H. Robinson Worldwide (CHRW) | 1.1 | $4.7M | 44k | 107.72 | |
| Union Pacific Corporation (UNP) | 1.0 | $4.2M | 16k | 273.23 | |
| Cerner Corporation | 0.9 | $3.8M | 41k | 93.57 | |
| General Mills (GIS) | 0.7 | $3.2M | 48k | 67.71 | |
| Autodesk (ADSK) | 0.5 | $2.2M | 10k | 214.31 | |
| Ansys (ANSS) | 0.5 | $2.2M | 6.9k | 317.60 | |
| Visa (V) | 0.5 | $2.1M | 9.5k | 221.79 | |
| Nextera Energy (NEE) | 0.4 | $2.0M | 23k | 84.70 | |
| Exxon Mobil Corporation (XOM) | 0.4 | $1.9M | 23k | 82.57 | |
| 1/100 Berkshire Htwy Cla 100 | 0.4 | $1.6M | 300.00 | 5290.00 | |
| State Street Corporation (STT) | 0.4 | $1.6M | 18k | 87.11 | |
| Home Depot (HD) | 0.3 | $1.5M | 4.9k | 299.39 | |
| Clorox Company (CLX) | 0.3 | $1.4M | 10k | 139.07 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $1.4M | 8.2k | 170.39 | |
| Skillz | 0.3 | $1.3M | 436k | 3.00 | |
| Comcast Corporation (CMCSA) | 0.3 | $1.2M | 25k | 46.80 | |
| Cisco Systems (CSCO) | 0.2 | $1.1M | 20k | 55.75 | |
| Amazon (AMZN) | 0.2 | $1.0M | 320.00 | 3259.38 | |
| At&t (T) | 0.2 | $1.0M | 44k | 23.63 | |
| Microsoft Corporation (MSFT) | 0.2 | $840k | 2.7k | 308.26 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $839k | 6.2k | 136.33 | |
| Walt Disney Company (DIS) | 0.2 | $796k | 5.8k | 137.24 | |
| Coca-Cola Company (KO) | 0.1 | $635k | 10k | 61.95 | |
| ConocoPhillips (COP) | 0.1 | $612k | 6.1k | 100.05 | |
| Hartford Financial Services (HIG) | 0.1 | $603k | 8.4k | 71.79 | |
| Urstadt Biddle Properties | 0.1 | $601k | 32k | 18.81 | |
| Eli Lilly & Co. (LLY) | 0.1 | $558k | 2.0k | 286.15 | |
| Dow (DOW) | 0.1 | $557k | 8.7k | 63.77 | |
| Norfolk Southern (NSC) | 0.1 | $485k | 1.7k | 285.29 | |
| Apple (AAPL) | 0.1 | $468k | 2.7k | 174.50 | |
| Duke Energy (DUK) | 0.1 | $460k | 4.1k | 111.62 | |
| Sherwin-Williams Company (SHW) | 0.1 | $424k | 1.7k | 249.41 | |
| Air Products & Chemicals (APD) | 0.1 | $423k | 1.7k | 249.70 | |
| Chevron Corporation (CVX) | 0.1 | $409k | 2.5k | 162.95 | |
| Phillips 66 (PSX) | 0.1 | $345k | 4.0k | 86.49 | |
| Verizon Communications (VZ) | 0.1 | $308k | 6.0k | 50.96 | |
| Eversource Energy (ES) | 0.1 | $282k | 3.2k | 88.12 | |
| Oracle Corporation (ORCL) | 0.1 | $273k | 3.3k | 82.73 | |
| Walgreen Boots Alliance (WBA) | 0.0 | $215k | 4.8k | 44.79 | |
| Southern Company (SO) | 0.0 | $210k | 2.9k | 72.41 | |
| Bristol Myers Squibb (BMY) | 0.0 | $204k | 2.8k | 72.86 | |
| Canadian Natl Ry (CNI) | 0.0 | $201k | 1.5k | 134.00 |
