Wilkins Investment Counsel

Wilkins Investment Counsel as of June 30, 2024

Portfolio Holdings for Wilkins Investment Counsel

Wilkins Investment Counsel holds 126 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)
Portfolio Weight
Valued At
Change in Shares
Share Count
Share Price
Merck Stock (MRK) 4.5 $30M 244k 123.80
Procter & Gamble Stock (PG) 3.9 $26M 158k 164.92
Newmont Stock (NEM) 3.8 $25M 608k 41.87
Chubb Stock (CB) 3.2 $21M 83k 255.08
Automatic Data Processing Stock (ADP) 3.0 $20M 85k 238.69
Novartis Adr (NVS) 3.0 $20M 189k 106.46
Corteva Stock (CTVA) 2.9 $20M 366k 53.94
BP Adr (BP) 2.9 $20M 543k 36.10
Johnson & Johnson Stock (JNJ) 2.8 $19M 128k 146.16
International Flavors & Fragrances Stock (IFF) 2.8 $19M 196k 95.21
Williams Cos Stock (WMB) 2.7 $18M 430k 42.50
International Business Machines Stock (IBM) 2.6 $18M 102k 172.95
Intel Stock (INTC) 2.5 $17M 534k 30.97
F5 Networks Stock (FFIV) 2.5 $16M 96k 172.23
Medtronic Stock (MDT) 2.4 $16M 202k 78.71
3M Stock (MMM) 2.3 $15M 150k 102.19
Emerson Electric Stock (EMR) 2.2 $15M 135k 110.16
Pepsico Stock (PEP) 2.2 $15M 89k 164.93
Dupont Stock (DD) 2.1 $14M 173k 80.49
Sysco Stock (SYY) 2.0 $13M 186k 71.39
Northern Trust Stock (NTRS) 1.9 $13M 156k 83.98
SLB Stock (SLB) 1.9 $13M 274k 47.18
United Parcel Service Stock (UPS) 1.9 $13M 91k 136.85
Illumina Stock (ILMN) 1.7 $11M 109k 104.38
Berkshire Hathaway Cl B Stock (BRK.B) 1.7 $11M 28k 406.80
Fastenal Stock (FAST) 1.7 $11M 177k 62.84
Fortinet Stock (FTNT) 1.6 $11M 182k 60.27
Weyerhaeuser Reit (WY) 1.6 $11M 378k 28.39
Colgate-palmolive Stock (CL) 1.6 $11M 108k 97.04
Texas Instruments Stock (TXN) 1.5 $10M 53k 194.53
Microsoft Stock (MSFT) 1.4 $9.1M 21k 446.95
C. H. Robinson Worldwide Stock (CHRW) 1.2 $8.0M 90k 88.12
Fiserv Stock (FI) 1.1 $7.6M 51k 149.04
Gartner Stock (IT) 1.1 $7.5M 17k 449.06
Exxon Mobil Stock (XOM) 1.1 $7.5M 65k 115.12
Pfizer Stock (PFE) 1.1 $7.3M 261k 27.98
American Tower Reit (AMT) 1.1 $7.2M 37k 194.38
Accenture Stock (ACN) 0.9 $6.3M 21k 303.41
Corpay Stock (CPAY) 0.9 $6.0M 22k 266.41
Hershey Company Stock (HSY) 0.8 $5.6M 30k 183.83
Trimble Stock (TRMB) 0.8 $5.4M 98k 55.92
Apple Stock (AAPL) 0.8 $5.2M 25k 210.62
J.p. Morgan Chase Stock (JPM) 0.7 $4.9M 24k 202.26
Union Pacific Stock (UNP) 0.7 $4.7M 21k 226.26
Cisco Systems Stock (CSCO) 0.6 $3.7M 78k 47.51
General Mills Stock (GIS) 0.5 $3.6M 57k 63.26
Abbott Labs Stock (ABT) 0.4 $3.0M 29k 103.91
Abbvie Stock (ABBV) 0.4 $2.9M 17k 171.52
Eli Lilly Stock (LLY) 0.4 $2.8M 3.1k 905.38
Conocophillips Stock (COP) 0.4 $2.6M 23k 114.38
Chevron Stock (CVX) 0.4 $2.6M 17k 156.42
American Express Stock (AXP) 0.4 $2.6M 11k 231.55
Phillips 66 Stock (PSX) 0.4 $2.4M 17k 141.17
Costco Stock (COST) 0.3 $2.3M 2.8k 849.99
Clorox Stock (CLX) 0.3 $2.3M 17k 136.47
Nextera Energy Stock (NEE) 0.3 $2.3M 33k 70.81
Coca Cola Stock (KO) 0.3 $2.3M 36k 63.65
Aspen Technology Stock (AZPN) 0.3 $2.2M 11k 198.63
Comcast Corp Stock (CMCSA) 0.3 $1.9M 49k 39.16
Visa Stock (V) 0.3 $1.8M 6.7k 262.47
State Street Stock (STT) 0.3 $1.7M 23k 74.00
Autodesk Stock (ADSK) 0.2 $1.6M 6.3k 247.45
Unitedhealth Group Stock (UNH) 0.2 $1.5M 2.9k 509.26
Morgan Stanley Stock (MS) 0.2 $1.4M 15k 97.19
Ansys Stock (ANSS) 0.2 $1.4M 4.3k 321.50
Fedex Corp Stock (FDX) 0.2 $1.3M 4.2k 299.84
Home Depot Stock (HD) 0.2 $1.2M 3.5k 344.24
Bio-techne Stock (TECH) 0.2 $1.2M 17k 71.65
Raytheon Technologies Stock (RTX) 0.2 $1.2M 12k 100.39
Norfolk Southern Stock (NSC) 0.2 $1.2M 5.4k 214.69
Bank New York Mellon Corp Stock (BK) 0.2 $1.1M 19k 59.89
The Cigna Group Stock (CI) 0.2 $1.1M 3.3k 330.57
Dover Corp Stock (DOV) 0.2 $1.1M 6.0k 180.45
Genuine Parts Stock (GPC) 0.2 $1.1M 7.8k 138.32
Caterpillar Stock (CAT) 0.2 $1.1M 3.2k 333.10
Kellanova Stock (K) 0.2 $1.0M 18k 57.68
Iqvia Stock (IQV) 0.2 $1.0M 4.8k 211.44
Verizon Stock (VZ) 0.2 $1.0M 25k 41.24
Wal-mart Stores Stock (WMT) 0.1 $962k 14k 67.71
Deere & Co Stock (DE) 0.1 $932k 2.5k 373.63
General Electric Stock (GE) 0.1 $927k 5.8k 158.97
Eaton Corp Stock (ETN) 0.1 $909k 2.9k 313.55
Air Products Stock (APD) 0.1 $905k 3.5k 258.05
Amazon Stock (AMZN) 0.1 $840k 4.3k 193.25
Mcdonald's Stock (MCD) 0.1 $813k 3.2k 254.84
Csx Corp Stock (CSX) 0.1 $786k 24k 33.45
Illinois Tool Works Stock (ITW) 0.1 $771k 3.3k 236.96
Kimberly-clark Corp Stock (KMB) 0.1 $757k 5.5k 138.20
Alphabet Cl C Stock (GOOG) 0.1 $710k 3.9k 183.42
Nvidia Corporation Stock (NVDA) 0.1 $662k 5.4k 123.54
Us Bancorp Stock (USB) 0.1 $653k 17k 39.70
Ppg Inds Stock (PPG) 0.1 $633k 5.0k 125.89
Eversource Energy Stock (ES) 0.1 $621k 11k 56.71
Spdr S&p 500 Etf Trust Etf (SPY) 0.1 $597k 1.1k 544.22
Walt Disney Stock (DIS) 0.1 $579k 5.8k 99.29
Pnc Finl Svcs Group Stock (PNC) 0.1 $552k 3.6k 155.48
Becton Dickinson & Co Stock (BDX) 0.1 $534k 2.3k 233.71
Duke Energy Stock (DUK) 0.1 $504k 5.0k 100.23
Diageo Adr (DEO) 0.1 $468k 3.7k 126.08
Moodys Corp Stock (MCO) 0.1 $463k 1.1k 420.93
Sherwin Williams Stock (SHW) 0.1 $448k 1.5k 298.43
Honeywell International Stock (HON) 0.1 $439k 2.1k 213.54
Southern Stock (SO) 0.1 $419k 5.4k 77.57
Lowe's Companies Stock (LOW) 0.1 $416k 1.9k 220.46
Truist Finl Corp Stock (TFC) 0.1 $413k 11k 38.85
Dow Stock (DOW) 0.1 $408k 7.7k 53.05
At&t Stock (T) 0.1 $356k 19k 19.11
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $356k 650.00 547.23
Oracle Stock (ORCL) 0.1 $339k 2.4k 141.20
Ameriprise Finl Stock (AMP) 0.1 $338k 790.00 427.19
Gallagher Arthur J & Co Stock (AJG) 0.0 $324k 1.3k 259.31
Bristol-myers Squibb Stock (BMY) 0.0 $314k 7.6k 41.53
Sonoco Prods Stock (SON) 0.0 $294k 5.8k 50.72
Lockheed Martin Corp Stock (LMT) 0.0 $279k 597.00 467.10
Grail Stock (GRAL) 0.0 $277k 18k 15.37
Carrier Global Corporation Stock (CARR) 0.0 $273k 4.3k 63.08
Consolidated Edison Stock (ED) 0.0 $268k 3.0k 89.42
Sealed Air Corp Stock (SEE) 0.0 $266k 7.7k 34.79
S&p Global Stock (SPGI) 0.0 $239k 535.00 446.00
Amgen Stock (AMGN) 0.0 $235k 751.00 312.45
Trane Technologies Stock (TT) 0.0 $230k 700.00 328.93
Paychex Stock (PAYX) 0.0 $227k 1.9k 118.56
Invesco Qqq Trust Series I Etf (QQQ) 0.0 $223k 465.00 479.11
Parker-hannifin Corp Stock (PH) 0.0 $215k 425.00 505.81
Nike Cl B Stock (NKE) 0.0 $204k 2.7k 75.37
Skillz Inc Com Cl A Stock (SKLZ) 0.0 $97k 14k 7.18