Wilkins Investment Counsel

Wilkins Investment Counsel as of Dec. 31, 2025

Portfolio Holdings for Wilkins Investment Counsel

Wilkins Investment Counsel holds 120 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Newmont Stock (NEM) 6.7 $46M 457k 99.85
Merck Stock (MRK) 3.8 $26M 250k 105.26
Chubb Stock (CB) 3.4 $24M 76k 312.12
International Business Machines Stock (IBM) 3.3 $23M 77k 296.21
3M Stock (MMM) 3.3 $23M 142k 160.10
Corteva Stock (CTVA) 3.1 $21M 316k 67.03
Johnson & Johnson Stock (JNJ) 3.0 $21M 99k 206.95
Automatic Data Processing Stock (ADP) 2.9 $20M 78k 257.23
Procter & Gamble Stock (PG) 2.9 $20M 137k 143.31
Northern Trust Stock (NTRS) 2.8 $19M 141k 136.59
Medtronic Stock (MDT) 2.7 $19M 196k 96.06
Williams Cos Stock (WMB) 2.7 $19M 311k 60.11
BP Adr (BP) 2.5 $17M 497k 34.73
Illumina Stock (ILMN) 2.5 $17M 131k 131.16
Novartis Adr (NVS) 2.3 $16M 116k 137.87
Emerson Electric Stock (EMR) 2.3 $16M 118k 132.72
Iqvia Stock (IQV) 2.2 $15M 68k 225.41
Pepsico Stock (PEP) 2.2 $15M 107k 143.52
International Flavors & Fragrances Stock (IFF) 2.2 $15M 227k 67.39
United Parcel Service Stock (UPS) 2.2 $15M 153k 99.19
Sysco Stock (SYY) 2.0 $14M 183k 73.69
Fortinet Stock (FTNT) 1.8 $12M 152k 79.41
Weyerhaeuser Reit (WY) 1.7 $12M 506k 23.69
SLB Stock (SLB) 1.6 $11M 288k 38.38
Corpay Stock (CPAY) 1.5 $10M 34k 300.93
Berkshire Hathaway Cl B Stock (BRK.B) 1.3 $9.2M 18k 502.65
Colgate-palmolive Stock (CL) 1.3 $8.8M 112k 79.02
Texas Instruments Stock (TXN) 1.2 $8.5M 49k 173.49
Fiserv Stock (FI) 1.1 $7.9M 117k 67.17
Qnity Electronics Stock 1.1 $7.6M 94k 81.65
Microsoft Stock (MSFT) 1.1 $7.6M 16k 483.62
Copart Stock (CPRT) 1.1 $7.5M 191k 39.15
American Tower Reit (AMT) 1.0 $7.1M 41k 175.57
Dupont Stock (DD) 1.0 $6.9M 173k 40.20
Fastenal Stock (FAST) 1.0 $6.7M 167k 40.13
F5 Networks Stock (FFIV) 1.0 $6.6M 26k 255.26
Walt Disney Stock (DIS) 0.9 $6.4M 56k 113.77
Exxon Mobil Stock (XOM) 0.9 $6.2M 51k 120.34
Apple Stock (AAPL) 0.9 $6.1M 23k 271.86
J.p. Morgan Chase Stock (JPM) 0.9 $6.1M 19k 322.22
Bio-techne Stock (TECH) 0.9 $6.1M 103k 58.81
Cisco Systems Stock (CSCO) 0.8 $5.7M 74k 77.03
Clorox Stock (CLX) 0.8 $5.6M 55k 100.83
Hershey Company Stock (HSY) 0.8 $5.3M 29k 181.98
Union Pacific Stock (UNP) 0.7 $4.5M 19k 231.32
Pfizer Stock (PFE) 0.7 $4.5M 179k 24.90
Accenture Stock (ACN) 0.6 $4.4M 16k 268.30
Abbvie Stock (ABBV) 0.5 $3.3M 14k 228.49
Eli Lilly Stock (LLY) 0.4 $3.0M 2.8k 1074.68
Abbott Labs Stock (ABT) 0.4 $2.9M 23k 125.29
American Express Stock (AXP) 0.4 $2.9M 7.8k 369.95
Nextera Energy Stock (NEE) 0.4 $2.4M 30k 80.28
Chevron Stock (CVX) 0.3 $2.3M 15k 152.41
General Mills Stock (GIS) 0.3 $2.2M 48k 46.50
Caterpillar Stock (CAT) 0.3 $2.2M 3.8k 572.87
Bank New York Mellon Corp Stock (BK) 0.3 $2.2M 19k 116.09
Coca Cola Stock (KO) 0.3 $2.1M 30k 69.91
Visa Stock (V) 0.3 $2.1M 6.0k 350.71
Trimble Stock (TRMB) 0.3 $2.1M 26k 78.35
Morgan Stanley Stock (MS) 0.3 $2.0M 11k 177.53
State Street Stock (STT) 0.3 $1.9M 15k 129.01
Deere & Co Stock (DE) 0.3 $1.9M 4.1k 465.57
Wal-mart Stores Stock (WMT) 0.3 $1.8M 17k 111.41
Conocophillips Stock (COP) 0.3 $1.8M 20k 93.61
Phillips 66 Stock (PSX) 0.3 $1.8M 14k 129.04
General Electric Stock (GE) 0.2 $1.7M 5.5k 308.03
Norfolk Southern Stock (NSC) 0.2 $1.6M 5.6k 288.72
Raytheon Technologies Stock (RTX) 0.2 $1.5M 7.9k 183.40
Alphabet Cl C Stock (GOOG) 0.2 $1.4M 4.5k 313.80
Autodesk Stock (ADSK) 0.2 $1.3M 4.3k 296.01
Csx Corp Stock (CSX) 0.2 $1.3M 35k 36.25
Gartner Stock (IT) 0.2 $1.2M 4.9k 252.28
Nvidia Corporation Stock (NVDA) 0.2 $1.1M 5.8k 186.50
Eaton Corp Stock (ETN) 0.1 $1.0M 3.2k 318.51
State Str Spdr S&p 500 Etf Tr Tr Unit Etf (SPY) 0.1 $991k 1.5k 681.92
Comcast Corp Stock (CMCSA) 0.1 $887k 30k 29.89
Eversource Energy Stock (ES) 0.1 $885k 13k 67.33
Home Depot Stock (HD) 0.1 $846k 2.5k 344.10
Genuine Parts Stock (GPC) 0.1 $836k 6.8k 122.96
Mcdonald's Stock (MCD) 0.1 $810k 2.7k 305.63
Verizon Stock (VZ) 0.1 $807k 20k 40.73
Dover Corp Stock (DOV) 0.1 $752k 3.9k 195.24
The Cigna Group Stock (CI) 0.1 $680k 2.5k 275.23
Amazon Stock (AMZN) 0.1 $677k 2.9k 230.82
Unitedhealth Group Stock (UNH) 0.1 $669k 2.0k 330.11
Illinois Tool Works Stock (ITW) 0.1 $641k 2.6k 246.30
Kimberly-clark Corp Stock (KMB) 0.1 $639k 6.3k 100.89
Pnc Finl Svcs Group Stock (PNC) 0.1 $635k 3.0k 208.73
Duke Energy Stock (DUK) 0.1 $622k 5.3k 117.21
Moodys Corp Stock (MCO) 0.1 $562k 1.1k 510.85
Mastercard Incorporated Cl A Stock (MA) 0.1 $557k 975.00 570.88
Honeywell International Stock (HON) 0.1 $554k 2.8k 195.09
Costco Stock (COST) 0.1 $526k 610.00 862.34
Truist Finl Corp Stock (TFC) 0.1 $491k 10k 49.21
At&t Stock (T) 0.1 $483k 19k 24.84
Oracle Stock (ORCL) 0.1 $448k 2.3k 194.91
Southern Stock (SO) 0.1 $445k 5.1k 87.20
Sherwin Williams Stock (SHW) 0.1 $429k 1.3k 324.03
Lowe's Companies Stock (LOW) 0.1 $418k 1.7k 241.16
Vanguard Russell 1000 Etf Etf (VONE) 0.1 $414k 1.3k 309.04
Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $392k 650.00 603.28
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $377k 550.00 684.94
Bristol-myers Squibb Stock (BMY) 0.1 $361k 6.7k 53.94
Trane Technologies Stock (TT) 0.1 $348k 893.00 389.20
Ppg Inds Stock (PPG) 0.1 $347k 3.4k 102.46
Philip Morris Intl Stock (PM) 0.0 $334k 2.1k 160.40
Gallagher Arthur J & Co Stock (AJG) 0.0 $307k 1.2k 258.79
Consolidated Edison Stock (ED) 0.0 $298k 3.0k 99.32
Ge Vernova Stock (GEV) 0.0 $267k 409.00 653.57
Parker-hannifin Corp Stock (PH) 0.0 $264k 300.00 878.96
Ameriprise Finl Stock (AMP) 0.0 $257k 525.00 490.34
Amgen Stock (AMGN) 0.0 $246k 751.00 327.31
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $241k 769.00 313.00
Ishares Russell 1000 Growth Etf Etf (IWF) 0.0 $237k 500.00 473.30
Ishares Semiconductor Etf Etf (SOXX) 0.0 $226k 750.00 301.15
Diageo Adr (DEO) 0.0 $216k 2.5k 86.27
Invesco Qqq Trust Series I Etf (QQQ) 0.0 $215k 350.00 614.31
M&t Bank Corp Stock (MTB) 0.0 $212k 1.1k 201.48
Nuveen Nasdaq 100 Dynamic Over Cef (QQQX) 0.0 $204k 7.1k 28.52
Ishares S&p Mid Cap 400 Index Etf (IJH) 0.0 $203k 3.1k 66.00