Wilkins Investment Counsel

Wilkins Investment Counsel as of June 30, 2023

Portfolio Holdings for Wilkins Investment Counsel

Wilkins Investment Counsel holds 73 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Merck & Co (MRK) 5.3 $20M 175k 115.39
Procter & Gamble Company (PG) 3.9 $15M 98k 151.74
Newmont Mining Corporation (NEM) 3.8 $15M 344k 42.66
Corteva (CTVA) 3.5 $13M 234k 57.30
Novartis (NVS) 3.5 $13M 133k 100.91
Automatic Data Processing (ADP) 3.3 $13M 58k 219.78
Johnson & Johnson (JNJ) 3.3 $13M 76k 165.52
BP (BP) 3.3 $13M 354k 35.29
Intel Corporation (INTC) 3.1 $12M 358k 33.44
Chubb (CB) 3.0 $12M 60k 192.57
Pepsi (PEP) 2.9 $11M 59k 185.22
United Parcel Service (UPS) 2.9 $11M 61k 179.25
Weyerhaeuser Company (WY) 2.8 $11M 316k 33.51
Medtronic (MDT) 2.6 $10M 114k 88.10
Williams Companies (WMB) 2.6 $10M 305k 32.63
F5 Networks (FFIV) 2.5 $9.7M 66k 146.25
Fortinet (FTNT) 2.5 $9.6M 127k 75.59
Fastenal Company (FAST) 2.4 $9.4M 159k 58.99
International Flavors & Fragrances (IFF) 2.4 $9.3M 117k 79.59
Dupont De Nemours (DD) 2.4 $9.3M 130k 71.44
Schlumberger (SLB) 2.4 $9.0M 184k 49.12
SYSCO Corporation (SYY) 2.2 $8.6M 116k 74.20
International Business Machines (IBM) 2.2 $8.6M 64k 133.81
Northern Trust Corporation (NTRS) 2.1 $8.1M 109k 74.14
Emerson Electric (EMR) 2.1 $8.0M 88k 90.39
3M Company (MMM) 2.0 $7.8M 78k 100.10
Texas Instruments Incorporated (TXN) 1.9 $7.3M 41k 180.03
Gartner (IT) 1.8 $6.8M 19k 350.30
Hershey Company (HSY) 1.7 $6.7M 27k 249.71
Fiserv (FI) 1.6 $6.2M 49k 126.15
Trimble Navigation (TRMB) 1.5 $5.8M 109k 52.94
Colgate-Palmolive Company (CL) 1.5 $5.7M 74k 77.04
American Tower Reit (AMT) 1.4 $5.5M 28k 193.94
Accenture (ACN) 1.4 $5.3M 17k 308.56
stock 1.0 $3.9M 37k 106.09
C.H. Robinson Worldwide (CHRW) 1.0 $3.8M 40k 94.34
Pfizer (PFE) 1.0 $3.8M 103k 36.68
Union Pacific Corporation (UNP) 0.9 $3.3M 16k 204.64
General Mills (GIS) 0.8 $3.1M 40k 76.69
Exxon Mobil Corporation (XOM) 0.6 $2.4M 22k 107.25
Visa (V) 0.5 $1.9M 8.0k 237.44
Ansys (ANSS) 0.5 $1.8M 5.3k 330.25
Clorox Company (CLX) 0.4 $1.7M 11k 159.07
Nextera Energy (NEE) 0.4 $1.6M 22k 74.20
Autodesk (ADSK) 0.4 $1.6M 7.8k 204.60
1/100 Berkshire Htwy Cla 100 0.4 $1.6M 300.00 5176.67
State Street Corporation (STT) 0.4 $1.4M 19k 73.19
Aspen Technology (AZPN) 0.3 $1.1M 6.3k 167.62
Comcast Corporation (CMCSA) 0.3 $1.0M 25k 41.56
Cisco Systems (CSCO) 0.3 $960k 19k 51.75
Microsoft Corporation (MSFT) 0.2 $817k 2.4k 340.42
JPMorgan Chase & Co. (JPM) 0.2 $778k 5.3k 145.47
Bio-techne Corporation (TECH) 0.2 $761k 9.3k 81.61
Urstadt Biddle Properties 0.2 $679k 32k 21.25
Eli Lilly & Co. (LLY) 0.2 $643k 1.4k 469.34
At&t (T) 0.2 $633k 40k 15.94
ConocoPhillips (COP) 0.2 $603k 5.8k 103.66
Coca-Cola Company (KO) 0.2 $590k 9.8k 60.20
Walt Disney Company (DIS) 0.1 $518k 5.8k 89.31
Air Products & Chemicals (APD) 0.1 $507k 1.7k 299.29
Amazon (AMZN) 0.1 $473k 3.6k 130.48
Sherwin-Williams Company (SHW) 0.1 $451k 1.7k 265.29
Apple (AAPL) 0.1 $432k 2.2k 194.16
Hartford Financial Services (HIG) 0.1 $404k 5.6k 71.96
Norfolk Southern (NSC) 0.1 $385k 1.7k 226.47
Phillips 66 (PSX) 0.1 $380k 4.0k 95.26
Dow (DOW) 0.1 $380k 7.1k 53.27
Chevron Corporation (CVX) 0.1 $379k 2.4k 157.26
Duke Energy (DUK) 0.1 $370k 4.1k 89.78
Oracle Corporation (ORCL) 0.1 $345k 2.9k 118.97
Verizon Communications (VZ) 0.1 $281k 7.5k 37.25
Southern Company (SO) 0.1 $204k 2.9k 70.34
Skillz (SKLZ) 0.1 $198k 22k 9.08