Wilkins Investment Counsel

Wilkins Investment Counsel as of Sept. 30, 2023

Portfolio Holdings for Wilkins Investment Counsel

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Merck & Co (MRK) 4.8 $18M 171k 102.95
Procter & Gamble Company (PG) 3.9 $14M 98k 145.86
BP (BP) 3.7 $14M 351k 38.72
Automatic Data Processing (ADP) 3.7 $14M 56k 240.58
Novartis (NVS) 3.6 $13M 131k 101.86
Newmont Mining Corporation (NEM) 3.5 $13M 351k 36.95
Intel Corporation (INTC) 3.4 $13M 354k 35.55
Corteva (CTVA) 3.4 $12M 243k 51.16
Chubb (CB) 3.3 $12M 59k 208.18
Johnson & Johnson (JNJ) 3.2 $12M 76k 155.75
F5 Networks (FFIV) 2.9 $11M 66k 161.15
Williams Companies (WMB) 2.8 $10M 303k 33.69
Pepsi (PEP) 2.7 $10M 59k 169.43
Weyerhaeuser Company (WY) 2.6 $9.7M 317k 30.66
Dupont De Nemours (DD) 2.6 $9.6M 129k 74.59
International Flavors & Fragrances (IFF) 2.6 $9.6M 141k 68.17
Schlumberger (SLB) 2.6 $9.6M 164k 58.30
United Parcel Service (UPS) 2.6 $9.5M 61k 155.86
Medtronic (MDT) 2.5 $9.1M 116k 78.36
International Business Machines (IBM) 2.4 $9.0M 64k 140.30
Fastenal Company (FAST) 2.3 $8.6M 158k 54.64
Emerson Electric (EMR) 2.3 $8.4M 88k 96.57
Fortinet (FTNT) 2.2 $8.1M 137k 58.68
3M Company (MMM) 2.0 $7.6M 81k 93.62
SYSCO Corporation (SYY) 2.0 $7.5M 114k 66.05
Northern Trust Corporation (NTRS) 2.0 $7.5M 108k 69.48
Gartner (IT) 1.8 $6.6M 19k 343.60
Texas Instruments Incorporated (TXN) 1.8 $6.6M 41k 159.00
Fiserv (FI) 1.5 $5.5M 49k 112.95
Colgate-Palmolive Company (CL) 1.4 $5.3M 74k 71.11
Hershey Company (HSY) 1.4 $5.3M 26k 200.08
Accenture (ACN) 1.4 $5.2M 17k 307.12
stock 1.4 $5.1M 35k 146.25
American Tower Reit (AMT) 1.4 $5.1M 31k 164.45
Trimble Navigation (TRMB) 1.2 $4.5M 83k 53.86
C.H. Robinson Worldwide (CHRW) 0.9 $3.4M 40k 86.14
Pfizer (PFE) 0.9 $3.4M 102k 33.17
Union Pacific Corporation (UNP) 0.9 $3.3M 16k 203.61
Exxon Mobil Corporation (XOM) 0.7 $2.6M 22k 117.59
General Mills (GIS) 0.7 $2.6M 40k 63.98
Illumina (ILMN) 0.6 $2.1M 16k 137.29
Visa (V) 0.5 $1.8M 7.8k 230.01
Autodesk (ADSK) 0.4 $1.6M 7.9k 206.95
1/100 Berkshire Htwy Cla 100 0.4 $1.6M 300.00 5313.33
Ansys (ANSS) 0.4 $1.5M 5.0k 297.49
Clorox Company (CLX) 0.4 $1.4M 11k 131.02
Nextera Energy (NEE) 0.4 $1.3M 23k 57.28
Aspen Technology (AZPN) 0.3 $1.3M 6.3k 204.29
State Street Corporation (STT) 0.3 $1.2M 19k 66.97
Comcast Corporation (CMCSA) 0.3 $1.1M 26k 44.34
Cisco Systems (CSCO) 0.3 $948k 18k 53.75
Microsoft Corporation (MSFT) 0.2 $868k 2.7k 315.75
Bio-techne Corporation (TECH) 0.2 $847k 13k 68.03
JPMorgan Chase & Co. (JPM) 0.2 $797k 5.5k 144.96
ConocoPhillips (COP) 0.2 $691k 5.8k 119.82
Apple (AAPL) 0.1 $552k 3.2k 171.16
Coca-Cola Company (KO) 0.1 $543k 9.7k 55.98
Eli Lilly & Co. (LLY) 0.1 $537k 1.0k 537.00
Air Products & Chemicals (APD) 0.1 $529k 1.9k 283.19
Phillips 66 (PSX) 0.1 $502k 4.2k 120.15
Walt Disney Company (DIS) 0.1 $497k 6.1k 81.05
Amazon (AMZN) 0.1 $467k 3.7k 127.07
Sherwin-Williams Company (SHW) 0.1 $434k 1.7k 255.29
Chevron Corporation (CVX) 0.1 $381k 2.3k 168.58
Dow (DOW) 0.1 $368k 7.1k 51.58
Duke Energy (DUK) 0.1 $364k 4.1k 88.33
Norfolk Southern (NSC) 0.1 $335k 1.7k 197.06
Oracle Corporation (ORCL) 0.1 $307k 2.9k 105.86
Hartford Financial Services (HIG) 0.1 $252k 3.6k 70.81
Regency Centers Corporation (REG) 0.1 $238k 4.0k 59.50
Wal-Mart Stores (WMT) 0.1 $218k 1.4k 160.06
Illinois Tool Works (ITW) 0.1 $207k 900.00 230.00
Skillz (SKLZ) 0.0 $99k 20k 5.08