Wilkins Investment Counsel as of March 31, 2023
Portfolio Holdings for Wilkins Investment Counsel
Wilkins Investment Counsel holds 74 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Merck & Co (MRK) | 5.1 | $20M | 183k | 106.39 | |
| Newmont Mining Corporation (NEM) | 4.3 | $16M | 333k | 49.02 | |
| Procter & Gamble Company (PG) | 3.8 | $15M | 98k | 148.69 | |
| Corteva (CTVA) | 3.7 | $14M | 232k | 60.31 | |
| BP (BP) | 3.5 | $13M | 351k | 37.94 | |
| Automatic Data Processing (ADP) | 3.4 | $13M | 58k | 222.63 | |
| Novartis (NVS) | 3.3 | $12M | 135k | 92.00 | |
| United Parcel Service (UPS) | 3.1 | $12M | 61k | 193.99 | |
| Johnson & Johnson (JNJ) | 3.1 | $12M | 75k | 154.99 | |
| Chubb (CB) | 3.0 | $12M | 60k | 194.17 | |
| Intel Corporation (INTC) | 3.0 | $11M | 347k | 32.67 | |
| Pepsi (PEP) | 2.9 | $11M | 61k | 182.31 | |
| International Flavors & Fragrances (IFF) | 2.5 | $9.7M | 105k | 91.96 | |
| Schlumberger (SLB) | 2.5 | $9.4M | 191k | 49.10 | |
| F5 Networks (FFIV) | 2.5 | $9.3M | 64k | 145.69 | |
| Dupont De Nemours (DD) | 2.4 | $9.3M | 130k | 71.77 | |
| SYSCO Corporation (SYY) | 2.4 | $9.1M | 117k | 77.23 | |
| Medtronic (MDT) | 2.4 | $9.1M | 112k | 80.62 | |
| Williams Companies (WMB) | 2.4 | $9.0M | 302k | 29.86 | |
| Weyerhaeuser Company (WY) | 2.4 | $9.0M | 298k | 30.13 | |
| 3M Company (MMM) | 2.3 | $8.9M | 85k | 105.11 | |
| Northern Trust Corporation (NTRS) | 2.3 | $8.8M | 100k | 88.13 | |
| Fastenal Company (FAST) | 2.2 | $8.6M | 159k | 53.94 | |
| Fortinet (FTNT) | 2.2 | $8.5M | 129k | 66.46 | |
| International Business Machines (IBM) | 2.0 | $7.7M | 59k | 131.10 | |
| Emerson Electric (EMR) | 2.0 | $7.6M | 88k | 87.13 | |
| Texas Instruments Incorporated (TXN) | 2.0 | $7.5M | 41k | 186.01 | |
| Hershey Company (HSY) | 1.9 | $7.4M | 29k | 254.43 | |
| Gartner (IT) | 1.7 | $6.4M | 20k | 325.77 | |
| Trimble Navigation (TRMB) | 1.5 | $5.8M | 110k | 52.42 | |
| Fiserv (FI) | 1.5 | $5.6M | 50k | 113.03 | |
| American Tower Reit (AMT) | 1.5 | $5.6M | 27k | 204.34 | |
| Colgate-Palmolive Company (CL) | 1.5 | $5.6M | 74k | 75.16 | |
| Accenture (ACN) | 1.3 | $4.9M | 17k | 285.82 | |
| Pfizer (PFE) | 1.2 | $4.5M | 110k | 40.80 | |
| C.H. Robinson Worldwide (CHRW) | 1.0 | $4.0M | 40k | 99.36 | |
| General Mills (GIS) | 0.9 | $3.5M | 41k | 85.47 | |
| stock | 0.9 | $3.4M | 35k | 95.87 | |
| Union Pacific Corporation (UNP) | 0.9 | $3.2M | 16k | 201.24 | |
| Exxon Mobil Corporation (XOM) | 0.6 | $2.4M | 22k | 109.66 | |
| Ansys (ANSS) | 0.5 | $1.9M | 5.8k | 332.82 | |
| Visa (V) | 0.5 | $1.8M | 8.0k | 225.44 | |
| Nextera Energy (NEE) | 0.4 | $1.7M | 22k | 77.09 | |
| Clorox Company (CLX) | 0.4 | $1.7M | 11k | 158.22 | |
| Aspen Technology (AZPN) | 0.4 | $1.4M | 6.3k | 228.89 | |
| State Street Corporation (STT) | 0.4 | $1.4M | 19k | 75.70 | |
| 1/100 Berkshire Htwy Cla 100 | 0.4 | $1.4M | 300.00 | 4656.67 | |
| Autodesk (ADSK) | 0.3 | $1.3M | 6.3k | 208.15 | |
| Marsh & McLennan Companies (MMC) | 0.3 | $1.0M | 6.2k | 166.51 | |
| Cisco Systems (CSCO) | 0.3 | $970k | 19k | 52.29 | |
| Comcast Corporation (CMCSA) | 0.2 | $948k | 25k | 37.92 | |
| At&t (T) | 0.2 | $764k | 40k | 19.24 | |
| JPMorgan Chase & Co. (JPM) | 0.2 | $703k | 5.4k | 130.23 | |
| Microsoft Corporation (MSFT) | 0.2 | $692k | 2.4k | 288.33 | |
| Coca-Cola Company (KO) | 0.2 | $623k | 10k | 61.99 | |
| ConocoPhillips (COP) | 0.2 | $597k | 6.0k | 99.22 | |
| Walt Disney Company (DIS) | 0.2 | $581k | 5.8k | 100.17 | |
| Urstadt Biddle Properties | 0.1 | $561k | 32k | 17.56 | |
| Eli Lilly & Co. (LLY) | 0.1 | $532k | 1.6k | 343.23 | |
| Air Products & Chemicals (APD) | 0.1 | $487k | 1.7k | 287.49 | |
| Dow (DOW) | 0.1 | $464k | 8.5k | 54.80 | |
| Bio-techne Corporation (TECH) | 0.1 | $454k | 6.1k | 74.12 | |
| Apple (AAPL) | 0.1 | $429k | 2.6k | 165.00 | |
| Phillips 66 (PSX) | 0.1 | $404k | 4.0k | 101.28 | |
| Duke Energy (DUK) | 0.1 | $398k | 4.1k | 96.58 | |
| Chevron Corporation (CVX) | 0.1 | $397k | 2.4k | 163.04 | |
| Hartford Financial Services (HIG) | 0.1 | $391k | 5.6k | 69.65 | |
| Amazon (AMZN) | 0.1 | $385k | 3.7k | 103.36 | |
| Sherwin-Williams Company (SHW) | 0.1 | $382k | 1.7k | 224.71 | |
| Norfolk Southern (NSC) | 0.1 | $360k | 1.7k | 211.76 | |
| Verizon Communications (VZ) | 0.1 | $293k | 7.5k | 38.84 | |
| Oracle Corporation (ORCL) | 0.1 | $283k | 3.1k | 92.79 | |
| Skillz | 0.1 | $259k | 436k | 0.59 | |
| Southern Company (SO) | 0.1 | $202k | 2.9k | 69.66 |
