Wilkins Investment Counsel

Wilkins Investment Counsel as of Sept. 30, 2022

Portfolio Holdings for Wilkins Investment Counsel

Wilkins Investment Counsel holds 74 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Merck & Co (MRK) 5.0 $17M 200k 86.12
Newmont Mining Corporation (NEM) 4.0 $14M 327k 42.03
Corteva (CTVA) 4.0 $14M 238k 57.15
Automatic Data Processing (ADP) 3.9 $13M 59k 226.19
Procter & Gamble Company (PG) 3.7 $13M 100k 126.25
Johnson & Johnson (JNJ) 3.6 $12M 75k 163.36
Chubb (CB) 3.2 $11M 60k 181.88
Novartis (NVS) 3.0 $10M 134k 76.01
Pepsi (PEP) 2.9 $10M 62k 163.27
United Parcel Service (UPS) 2.9 $10M 62k 161.55
BP (BP) 2.9 $10M 349k 28.55
F5 Networks (FFIV) 2.7 $9.1M 63k 144.73
International Flavors & Fragrances (IFF) 2.5 $8.6M 94k 90.83
Northern Trust Corporation (NTRS) 2.5 $8.5M 100k 85.56
Williams Companies (WMB) 2.5 $8.5M 298k 28.63
Intel Corporation (INTC) 2.5 $8.4M 328k 25.77
Medtronic (MDT) 2.5 $8.4M 104k 80.75
SYSCO Corporation (SYY) 2.5 $8.4M 119k 70.71
3M Company (MMM) 2.4 $8.3M 75k 110.51
Weyerhaeuser Company (WY) 2.4 $8.1M 283k 28.56
Schlumberger (SLB) 2.2 $7.6M 211k 35.90
Fastenal Company (FAST) 2.1 $7.3M 158k 46.04
Dupont De Nemours (DD) 2.0 $6.9M 136k 50.40
Hershey Company (HSY) 2.0 $6.8M 31k 220.46
International Business Machines (IBM) 2.0 $6.8M 57k 118.80
Trimble Navigation (TRMB) 1.9 $6.5M 120k 54.27
Emerson Electric (EMR) 1.9 $6.4M 88k 73.22
Texas Instruments Incorporated (TXN) 1.8 $6.2M 40k 154.79
American Tower Reit (AMT) 1.8 $6.2M 29k 214.71
Fortinet (FTNT) 1.8 $6.1M 125k 49.13
Gartner (IT) 1.6 $5.4M 20k 276.71
Colgate-Palmolive Company (CL) 1.5 $5.1M 72k 70.26
Pfizer (PFE) 1.4 $4.8M 110k 43.76
Fiserv (FI) 1.4 $4.6M 50k 93.58
Accenture (ACN) 1.3 $4.4M 17k 257.29
C.H. Robinson Worldwide (CHRW) 1.2 $3.9M 41k 96.32
General Mills (GIS) 1.1 $3.7M 48k 76.60
Union Pacific Corporation (UNP) 0.9 $3.0M 15k 194.84
stock 0.8 $2.6M 35k 75.20
Exxon Mobil Corporation (XOM) 0.6 $2.0M 23k 87.30
Nextera Energy (NEE) 0.5 $1.8M 23k 78.41
Aspen Technology (AZPN) 0.5 $1.7M 7.2k 238.25
Visa (V) 0.4 $1.5M 8.2k 177.61
Autodesk (ADSK) 0.4 $1.4M 7.7k 186.85
Home Depot (HD) 0.4 $1.4M 4.9k 275.97
Clorox Company (CLX) 0.4 $1.3M 10k 128.41
Ansys (ANSS) 0.4 $1.3M 5.8k 221.71
Marsh & McLennan Companies (MMC) 0.4 $1.2M 8.2k 149.27
1/100 Berkshire Htwy Cla 100 0.4 $1.2M 300.00 4063.33
State Street Corporation (STT) 0.3 $1.1M 18k 60.83
Cisco Systems (CSCO) 0.2 $818k 21k 40.00
Comcast Corporation (CMCSA) 0.2 $733k 25k 29.32
Microsoft Corporation (MSFT) 0.2 $629k 2.7k 232.96
ConocoPhillips (COP) 0.2 $626k 6.1k 102.34
At&t (T) 0.2 $609k 40k 15.33
JPMorgan Chase & Co. (JPM) 0.2 $575k 5.5k 104.58
Coca-Cola Company (KO) 0.2 $571k 10k 55.98
Walt Disney Company (DIS) 0.2 $547k 5.8k 94.31
Eli Lilly & Co. (LLY) 0.2 $534k 1.7k 323.64
Amazon (AMZN) 0.2 $518k 4.6k 112.98
Urstadt Biddle Properties 0.1 $496k 32k 15.52
Skillz 0.1 $445k 436k 1.02
Hartford Financial Services (HIG) 0.1 $425k 6.9k 61.92
Air Products & Chemicals (APD) 0.1 $394k 1.7k 232.59
Duke Energy (DUK) 0.1 $383k 4.1k 92.94
Dow (DOW) 0.1 $372k 8.5k 43.94
Apple (AAPL) 0.1 $365k 2.6k 138.31
Chevron Corporation (CVX) 0.1 $357k 2.5k 143.66
Norfolk Southern (NSC) 0.1 $356k 1.7k 209.41
Sherwin-Williams Company (SHW) 0.1 $348k 1.7k 204.71
Phillips 66 (PSX) 0.1 $322k 4.0k 80.72
Verizon Communications (VZ) 0.1 $286k 7.5k 37.91
Eversource Energy (ES) 0.1 $234k 3.0k 78.00
Oracle Corporation (ORCL) 0.1 $202k 3.3k 61.21