Wilkins Investment Counsel as of March 31, 2025
Portfolio Holdings for Wilkins Investment Counsel
Wilkins Investment Counsel holds 125 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Newmont Stock (NEM) | 4.1 | $29M | 594k | 48.28 | |
| Automatic Data Processing Stock (ADP) | 3.6 | $25M | 82k | 305.53 | |
| International Business Machines Stock (IBM) | 3.6 | $25M | 100k | 248.66 | |
| Chubb Stock (CB) | 3.6 | $25M | 82k | 301.99 | |
| Procter & Gamble Stock (PG) | 3.5 | $24M | 143k | 170.42 | |
| Merck Stock (MRK) | 3.2 | $23M | 253k | 89.76 | |
| Corteva Stock (CTVA) | 3.2 | $23M | 359k | 62.93 | |
| Williams Cos Stock (WMB) | 3.2 | $23M | 377k | 59.76 | |
| 3M Stock (MMM) | 3.2 | $22M | 152k | 146.86 | |
| Johnson & Johnson Stock (JNJ) | 3.0 | $21M | 127k | 165.84 | |
| Medtronic Stock (MDT) | 2.6 | $19M | 206k | 89.86 | |
| BP Adr (BP) | 2.6 | $18M | 531k | 33.79 | |
| Novartis Adr (NVS) | 2.4 | $17M | 149k | 111.48 | |
| Pepsico Stock (PEP) | 2.3 | $16M | 109k | 149.94 | |
| Fortinet Stock (FTNT) | 2.3 | $16M | 169k | 96.26 | |
| United Parcel Service Stock (UPS) | 2.3 | $16M | 147k | 109.99 | |
| International Flavors & Fragrances Stock (IFF) | 2.3 | $16M | 207k | 77.61 | |
| Northern Trust Stock (NTRS) | 2.2 | $16M | 158k | 98.65 | |
| Emerson Electric Stock (EMR) | 2.1 | $15M | 137k | 109.64 | |
| Berkshire Hathaway Cl B Stock (BRK.B) | 2.1 | $15M | 28k | 532.58 | |
| Sysco Stock (SYY) | 2.0 | $14M | 188k | 75.04 | |
| SLB Stock (SLB) | 2.0 | $14M | 334k | 41.80 | |
| Dupont Stock (DD) | 1.8 | $13M | 172k | 74.68 | |
| Fastenal Stock (FAST) | 1.8 | $13M | 162k | 77.55 | |
| Iqvia Stock (IQV) | 1.7 | $12M | 67k | 176.30 | |
| F5 Networks Stock (FFIV) | 1.7 | $12M | 43k | 266.27 | |
| Weyerhaeuser Reit (WY) | 1.6 | $12M | 392k | 29.28 | |
| Illumina Stock (ILMN) | 1.6 | $11M | 138k | 79.34 | |
| Corpay Stock (CPAY) | 1.5 | $11M | 30k | 348.72 | |
| Colgate-palmolive Stock (CL) | 1.4 | $10M | 107k | 93.70 | |
| Texas Instruments Stock (TXN) | 1.4 | $9.6M | 53k | 179.70 | |
| Fiserv Stock (FI) | 1.3 | $9.4M | 43k | 220.83 | |
| American Tower Reit (AMT) | 1.3 | $8.9M | 41k | 217.60 | |
| Microsoft Stock (MSFT) | 1.1 | $7.4M | 20k | 375.39 | |
| Gartner Stock (IT) | 0.9 | $6.5M | 16k | 419.74 | |
| Exxon Mobil Stock (XOM) | 0.9 | $6.4M | 54k | 118.93 | |
| Accenture Stock (ACN) | 0.9 | $6.2M | 20k | 312.04 | |
| Walt Disney Stock (DIS) | 0.8 | $5.5M | 56k | 98.70 | |
| Apple Stock (AAPL) | 0.8 | $5.4M | 24k | 222.13 | |
| J.p. Morgan Chase Stock (JPM) | 0.8 | $5.3M | 22k | 245.30 | |
| Hershey Company Stock (HSY) | 0.7 | $5.2M | 31k | 171.03 | |
| Pfizer Stock (PFE) | 0.7 | $5.2M | 206k | 25.34 | |
| Union Pacific Stock (UNP) | 0.7 | $4.9M | 21k | 236.24 | |
| Cisco Systems Stock (CSCO) | 0.7 | $4.6M | 75k | 61.71 | |
| Abbott Labs Stock (ABT) | 0.5 | $3.3M | 25k | 132.65 | |
| Abbvie Stock (ABBV) | 0.5 | $3.2M | 15k | 209.52 | |
| General Mills Stock (GIS) | 0.4 | $3.1M | 52k | 59.79 | |
| Ibotta Inc Class A Stock (IBTA) | 0.4 | $2.7M | 64k | 42.20 | |
| Eli Lilly Stock (LLY) | 0.4 | $2.6M | 3.2k | 825.91 | |
| Clorox Stock (CLX) | 0.4 | $2.6M | 18k | 147.25 | |
| Chevron Stock (CVX) | 0.4 | $2.5M | 15k | 167.29 | |
| Trimble Stock (TRMB) | 0.3 | $2.4M | 37k | 65.65 | |
| Conocophillips Stock (COP) | 0.3 | $2.4M | 23k | 105.02 | |
| Coca Cola Stock (KO) | 0.3 | $2.3M | 32k | 71.62 | |
| Nextera Energy Stock (NEE) | 0.3 | $2.3M | 33k | 70.89 | |
| American Express Stock (AXP) | 0.3 | $2.3M | 8.5k | 269.05 | |
| Costco Stock (COST) | 0.3 | $2.3M | 2.4k | 945.78 | |
| Visa Stock (V) | 0.3 | $2.2M | 6.2k | 350.46 | |
| Phillips 66 Stock (PSX) | 0.3 | $2.0M | 16k | 123.48 | |
| Deere & Co Stock (DE) | 0.3 | $1.9M | 4.1k | 469.35 | |
| Comcast Corp Stock (CMCSA) | 0.3 | $1.8M | 49k | 36.90 | |
| Home Depot Stock (HD) | 0.2 | $1.6M | 4.4k | 366.49 | |
| Bank New York Mellon Corp Stock (BK) | 0.2 | $1.6M | 19k | 83.87 | |
| Wal-mart Stores Stock (WMT) | 0.2 | $1.6M | 18k | 87.79 | |
| Morgan Stanley Stock (MS) | 0.2 | $1.5M | 13k | 116.67 | |
| Kellanova Stock (K) | 0.2 | $1.4M | 17k | 82.49 | |
| Caterpillar Stock (CAT) | 0.2 | $1.4M | 4.2k | 329.80 | |
| Ansys Stock (ANSS) | 0.2 | $1.4M | 4.3k | 316.56 | |
| State Street Stock (STT) | 0.2 | $1.3M | 15k | 89.53 | |
| Norfolk Southern Stock (NSC) | 0.2 | $1.3M | 5.6k | 236.85 | |
| Verizon Stock (VZ) | 0.2 | $1.2M | 26k | 45.36 | |
| General Electric Stock (GE) | 0.2 | $1.2M | 5.8k | 200.15 | |
| Autodesk Stock (ADSK) | 0.2 | $1.2M | 4.4k | 261.80 | |
| Bio-techne Stock (TECH) | 0.2 | $1.1M | 19k | 58.63 | |
| Raytheon Technologies Stock (RTX) | 0.2 | $1.1M | 8.4k | 132.46 | |
| Fedex Corp Stock (FDX) | 0.1 | $1.0M | 4.2k | 243.78 | |
| Csx Corp Stock (CSX) | 0.1 | $1.0M | 35k | 29.43 | |
| Eaton Corp Stock (ETN) | 0.1 | $997k | 3.7k | 271.83 | |
| Mcdonald's Stock (MCD) | 0.1 | $996k | 3.2k | 312.37 | |
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.1 | $921k | 1.6k | 559.39 | |
| Kimberly-clark Corp Stock (KMB) | 0.1 | $901k | 6.3k | 142.22 | |
| The Cigna Group Stock (CI) | 0.1 | $886k | 2.7k | 329.00 | |
| Genuine Parts Stock (GPC) | 0.1 | $810k | 6.8k | 119.14 | |
| Eversource Energy Stock (ES) | 0.1 | $782k | 13k | 62.11 | |
| Alphabet Cl C Stock (GOOG) | 0.1 | $714k | 4.6k | 156.23 | |
| Us Bancorp Stock (USB) | 0.1 | $695k | 17k | 42.22 | |
| Dover Corp Stock (DOV) | 0.1 | $676k | 3.9k | 175.68 | |
| Nvidia Corporation Stock (NVDA) | 0.1 | $656k | 6.1k | 108.38 | |
| Amazon Stock (AMZN) | 0.1 | $653k | 3.4k | 190.26 | |
| Duke Energy Stock (DUK) | 0.1 | $651k | 5.3k | 121.97 | |
| Illinois Tool Works Stock (ITW) | 0.1 | $645k | 2.6k | 248.01 | |
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $624k | 3.6k | 175.77 | |
| At&t Stock (T) | 0.1 | $610k | 22k | 28.28 | |
| Honeywell International Stock (HON) | 0.1 | $601k | 2.8k | 211.75 | |
| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $534k | 975.00 | 548.12 | |
| Moodys Corp Stock (MCO) | 0.1 | $512k | 1.1k | 465.69 | |
| Southern Stock (SO) | 0.1 | $497k | 5.4k | 91.95 | |
| Sherwin Williams Stock (SHW) | 0.1 | $489k | 1.4k | 349.19 | |
| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $454k | 1.3k | 345.24 | |
| Truist Finl Corp Stock (TFC) | 0.1 | $411k | 10k | 41.15 | |
| Bristol-myers Squibb Stock (BMY) | 0.1 | $409k | 6.7k | 60.99 | |
| Lowe's Companies Stock (LOW) | 0.1 | $393k | 1.7k | 233.23 | |
| Ppg Inds Stock (PPG) | 0.1 | $370k | 3.4k | 109.35 | |
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.0 | $347k | 650.00 | 533.48 | |
| Vanguard Russell 1000 Etf Etf (VONE) | 0.0 | $340k | 1.3k | 253.86 | |
| Philip Morris Intl Stock (PM) | 0.0 | $336k | 2.1k | 158.73 | |
| Consolidated Edison Stock (ED) | 0.0 | $332k | 3.0k | 110.59 | |
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.0 | $328k | 909.00 | 361.09 | |
| Oracle Stock (ORCL) | 0.0 | $322k | 2.3k | 139.81 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 0.0 | $309k | 550.00 | 561.90 | |
| Trane Technologies Stock (TT) | 0.0 | $301k | 893.00 | 336.92 | |
| Vanguard Short-term Corporate Bond Etf Etf (VCSH) | 0.0 | $300k | 3.8k | 78.94 | |
| Paychex Stock (PAYX) | 0.0 | $295k | 1.9k | 154.28 | |
| Ameriprise Finl Stock (AMP) | 0.0 | $266k | 550.00 | 484.11 | |
| Diageo Adr (DEO) | 0.0 | $262k | 2.5k | 104.79 | |
| Dow Stock (DOW) | 0.0 | $248k | 7.1k | 34.92 | |
| C. H. Robinson Worldwide Stock (CHRW) | 0.0 | $246k | 2.4k | 102.40 | |
| Parker-hannifin Corp Stock (PH) | 0.0 | $243k | 400.00 | 607.85 | |
| Amgen Stock (AMGN) | 0.0 | $234k | 751.00 | 311.55 | |
| Becton Dickinson & Co Stock (BDX) | 0.0 | $229k | 1.0k | 229.06 | |
| Intel Stock (INTC) | 0.0 | $223k | 9.8k | 22.71 | |
| Vanguard Intermediate-term Bond Etf Etf (BIV) | 0.0 | $218k | 2.9k | 76.57 | |
| Ishares Select Dividend Etf Etf (DVY) | 0.0 | $215k | 1.6k | 134.29 | |
| Lockheed Martin Corp Stock (LMT) | 0.0 | $213k | 476.00 | 446.71 | |
| Roper Technologies Stock (ROP) | 0.0 | $206k | 350.00 | 589.58 |
