Wilkins Investment Counsel as of Sept. 30, 2025
Portfolio Holdings for Wilkins Investment Counsel
Wilkins Investment Counsel holds 122 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Newmont Stock (NEM) | 6.5 | $46M | 546k | 84.31 | |
| International Business Machines Stock (IBM) | 3.4 | $24M | 85k | 282.16 | |
| 3M Stock (MMM) | 3.3 | $23M | 151k | 155.18 | |
| Automatic Data Processing Stock (ADP) | 3.2 | $23M | 77k | 293.50 | |
| Williams Cos Stock (WMB) | 3.2 | $22M | 354k | 63.35 | |
| Merck Stock (MRK) | 3.2 | $22M | 267k | 83.93 | |
| Chubb Stock (CB) | 3.1 | $22M | 78k | 282.25 | |
| Corteva Stock (CTVA) | 3.1 | $22M | 322k | 67.63 | |
| Procter & Gamble Stock (PG) | 3.0 | $21M | 139k | 153.65 | |
| Johnson & Johnson Stock (JNJ) | 3.0 | $21M | 113k | 185.42 | |
| Medtronic Stock (MDT) | 2.9 | $20M | 213k | 95.24 | |
| Northern Trust Stock (NTRS) | 2.7 | $19M | 144k | 134.60 | |
| BP Adr (BP) | 2.6 | $18M | 526k | 34.46 | |
| Novartis Adr (NVS) | 2.4 | $17M | 134k | 128.24 | |
| Emerson Electric Stock (EMR) | 2.4 | $17M | 129k | 131.18 | |
| Pepsico Stock (PEP) | 2.2 | $15M | 109k | 140.44 | |
| Sysco Stock (SYY) | 2.1 | $15M | 184k | 82.34 | |
| United Parcel Service Stock (UPS) | 2.0 | $14M | 168k | 83.53 | |
| International Flavors & Fragrances Stock (IFF) | 2.0 | $14M | 226k | 61.54 | |
| Berkshire Hathaway Cl B Stock (BRK.B) | 2.0 | $14M | 27k | 502.74 | |
| Iqvia Stock (IQV) | 1.9 | $14M | 72k | 189.94 | |
| Illumina Stock (ILMN) | 1.9 | $14M | 142k | 94.97 | |
| Fortinet Stock (FTNT) | 1.9 | $13M | 156k | 84.08 | |
| Dupont Stock (DD) | 1.8 | $13M | 166k | 77.90 | |
| Weyerhaeuser Reit (WY) | 1.6 | $11M | 445k | 24.79 | |
| SLB Stock (SLB) | 1.5 | $11M | 318k | 34.37 | |
| Microsoft Stock (MSFT) | 1.5 | $11M | 20k | 517.95 | |
| Corpay Stock (CPAY) | 1.5 | $10M | 36k | 288.06 | |
| Fiserv Stock (FI) | 1.4 | $10M | 79k | 128.93 | |
| F5 Networks Stock (FFIV) | 1.4 | $9.8M | 31k | 323.19 | |
| Fastenal Stock (FAST) | 1.4 | $9.6M | 195k | 49.04 | |
| Texas Instruments Stock (TXN) | 1.3 | $9.2M | 50k | 183.73 | |
| Colgate-palmolive Stock (CL) | 1.2 | $8.7M | 109k | 79.94 | |
| American Tower Reit (AMT) | 1.0 | $7.0M | 36k | 192.32 | |
| Walt Disney Stock (DIS) | 0.9 | $6.6M | 58k | 114.50 | |
| J.p. Morgan Chase Stock (JPM) | 0.9 | $6.1M | 19k | 315.43 | |
| Apple Stock (AAPL) | 0.8 | $5.8M | 23k | 254.63 | |
| Exxon Mobil Stock (XOM) | 0.8 | $5.8M | 51k | 112.75 | |
| Hershey Company Stock (HSY) | 0.8 | $5.5M | 30k | 187.05 | |
| Bio-techne Stock (TECH) | 0.8 | $5.3M | 96k | 55.63 | |
| Cisco Systems Stock (CSCO) | 0.7 | $5.2M | 75k | 68.42 | |
| Pfizer Stock (PFE) | 0.7 | $5.1M | 199k | 25.48 | |
| Union Pacific Stock (UNP) | 0.6 | $4.5M | 19k | 236.37 | |
| Accenture Stock (ACN) | 0.6 | $4.1M | 17k | 246.60 | |
| Copart Stock (CPRT) | 0.5 | $3.8M | 85k | 44.97 | |
| Gartner Stock (IT) | 0.5 | $3.6M | 14k | 262.87 | |
| Abbvie Stock (ABBV) | 0.5 | $3.3M | 14k | 231.54 | |
| Abbott Labs Stock (ABT) | 0.4 | $3.1M | 23k | 133.94 | |
| American Express Stock (AXP) | 0.4 | $2.6M | 7.9k | 332.16 | |
| General Mills Stock (GIS) | 0.4 | $2.6M | 51k | 50.42 | |
| Chevron Stock (CVX) | 0.3 | $2.3M | 15k | 155.29 | |
| Nextera Energy Stock (NEE) | 0.3 | $2.3M | 30k | 75.49 | |
| Trimble Stock (TRMB) | 0.3 | $2.2M | 27k | 81.65 | |
| Eli Lilly Stock (LLY) | 0.3 | $2.2M | 2.8k | 763.00 | |
| Costco Stock (COST) | 0.3 | $2.2M | 2.3k | 925.63 | |
| Visa Stock (V) | 0.3 | $2.1M | 6.2k | 341.38 | |
| Phillips 66 Stock (PSX) | 0.3 | $2.1M | 15k | 136.02 | |
| Conocophillips Stock (COP) | 0.3 | $2.0M | 22k | 94.59 | |
| Bank New York Mellon Corp Stock (BK) | 0.3 | $2.0M | 19k | 108.96 | |
| Coca Cola Stock (KO) | 0.3 | $2.0M | 31k | 66.32 | |
| Clorox Stock (CLX) | 0.3 | $1.9M | 16k | 123.30 | |
| Deere & Co Stock (DE) | 0.3 | $1.9M | 4.1k | 457.26 | |
| Ibotta Inc Class A Stock (IBTA) | 0.3 | $1.8M | 66k | 27.85 | |
| Caterpillar Stock (CAT) | 0.3 | $1.8M | 3.9k | 477.15 | |
| Morgan Stanley Stock (MS) | 0.3 | $1.8M | 11k | 158.96 | |
| Home Depot Stock (HD) | 0.2 | $1.7M | 4.3k | 405.19 | |
| General Electric Stock (GE) | 0.2 | $1.7M | 5.8k | 300.82 | |
| Wal-mart Stores Stock (WMT) | 0.2 | $1.7M | 17k | 103.06 | |
| State Street Stock (STT) | 0.2 | $1.7M | 15k | 116.01 | |
| Norfolk Southern Stock (NSC) | 0.2 | $1.7M | 5.6k | 300.41 | |
| Comcast Corp Stock (CMCSA) | 0.2 | $1.5M | 49k | 31.42 | |
| Autodesk Stock (ADSK) | 0.2 | $1.4M | 4.3k | 317.67 | |
| Raytheon Technologies Stock (RTX) | 0.2 | $1.3M | 7.9k | 167.33 | |
| Kellanova Stock (K) | 0.2 | $1.3M | 16k | 82.02 | |
| Csx Corp Stock (CSX) | 0.2 | $1.2M | 35k | 35.51 | |
| Eaton Corp Stock (ETN) | 0.2 | $1.2M | 3.2k | 374.25 | |
| Alphabet Cl C Stock (GOOG) | 0.2 | $1.1M | 4.5k | 243.55 | |
| Nvidia Corporation Stock (NVDA) | 0.2 | $1.1M | 5.8k | 186.58 | |
| Spdr S&p 500 Etf Trust Etf (SPY) | 0.1 | $999k | 1.5k | 666.18 | |
| Fedex Corp Stock (FDX) | 0.1 | $995k | 4.2k | 235.81 | |
| Genuine Parts Stock (GPC) | 0.1 | $943k | 6.8k | 138.60 | |
| Eversource Energy Stock (ES) | 0.1 | $935k | 13k | 71.14 | |
| Mcdonald's Stock (MCD) | 0.1 | $922k | 3.0k | 303.89 | |
| Verizon Stock (VZ) | 0.1 | $871k | 20k | 43.95 | |
| Us Bancorp Stock (USB) | 0.1 | $795k | 17k | 48.33 | |
| Kimberly-clark Corp Stock (KMB) | 0.1 | $788k | 6.3k | 124.34 | |
| Unitedhealth Group Stock (UNH) | 0.1 | $765k | 2.2k | 345.30 | |
| The Cigna Group Stock (CI) | 0.1 | $762k | 2.6k | 288.25 | |
| Amazon Stock (AMZN) | 0.1 | $754k | 3.4k | 219.57 | |
| Illinois Tool Works Stock (ITW) | 0.1 | $679k | 2.6k | 260.76 | |
| Oracle Stock (ORCL) | 0.1 | $647k | 2.3k | 281.24 | |
| Dover Corp Stock (DOV) | 0.1 | $642k | 3.9k | 166.83 | |
| Duke Energy Stock (DUK) | 0.1 | $640k | 5.2k | 123.75 | |
| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $611k | 3.0k | 200.93 | |
| Honeywell International Stock (HON) | 0.1 | $598k | 2.8k | 210.50 | |
| At&t Stock (T) | 0.1 | $570k | 20k | 28.24 | |
| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $555k | 975.00 | 568.81 | |
| Moodys Corp Stock (MCO) | 0.1 | $524k | 1.1k | 476.48 | |
| Southern Stock (SO) | 0.1 | $483k | 5.1k | 94.77 | |
| Sherwin Williams Stock (SHW) | 0.1 | $459k | 1.3k | 346.26 | |
| Truist Finl Corp Stock (TFC) | 0.1 | $456k | 10k | 45.72 | |
| Lowe's Companies Stock (LOW) | 0.1 | $436k | 1.7k | 251.31 | |
| Vanguard Russell 1000 Etf Etf (VONE) | 0.1 | $405k | 1.3k | 302.35 | |
| Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.1 | $387k | 650.00 | 596.03 | |
| Trane Technologies Stock (TT) | 0.1 | $377k | 893.00 | 421.96 | |
| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $368k | 550.00 | 669.30 | |
| Gallagher Arthur J & Co Stock (AJG) | 0.1 | $367k | 1.2k | 309.74 | |
| Ppg Inds Stock (PPG) | 0.1 | $356k | 3.4k | 105.11 | |
| Philip Morris Intl Stock (PM) | 0.0 | $338k | 2.1k | 162.20 | |
| Bristol-myers Squibb Stock (BMY) | 0.0 | $302k | 6.7k | 45.10 | |
| Consolidated Edison Stock (ED) | 0.0 | $302k | 3.0k | 100.52 | |
| Ameriprise Finl Stock (AMP) | 0.0 | $258k | 525.00 | 491.25 | |
| Ge Vernova Stock (GEV) | 0.0 | $252k | 409.00 | 614.90 | |
| Diageo Adr (DEO) | 0.0 | $239k | 2.5k | 95.43 | |
| Ishares Russell 1000 Growth Etf Etf (IWF) | 0.0 | $234k | 500.00 | 468.41 | |
| Parker-hannifin Corp Stock (PH) | 0.0 | $227k | 300.00 | 758.15 | |
| Amgen Stock (AMGN) | 0.0 | $212k | 751.00 | 282.20 | |
| Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $210k | 350.00 | 600.37 | |
| M&t Bank Corp Stock (MTB) | 0.0 | $208k | 1.1k | 197.62 | |
| Lockheed Martin Corp Stock (LMT) | 0.0 | $204k | 409.00 | 499.21 | |
| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $203k | 750.00 | 271.12 | |
| Ishares S&p Mid Cap 400 Index Etf (IJH) | 0.0 | $201k | 3.1k | 65.26 |
