Wilkins Investment Counsel

Wilkins Investment Counsel as of March 31, 2026

Portfolio Holdings for Wilkins Investment Counsel

Wilkins Investment Counsel holds 119 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Newmont Stock (NEM) 5.9 $41M 379k 108.25
Merck Stock (MRK) 4.3 $30M 247k 120.29
Corteva Stock (CTVA) 3.8 $27M 318k 83.71
Chubb Stock (CB) 3.5 $24M 75k 325.93
BP Adr (BP) 3.1 $22M 463k 47.00
Williams Cos Stock (WMB) 3.0 $21M 289k 72.78
3M Stock (MMM) 2.9 $21M 142k 145.23
Procter & Gamble Stock (PG) 2.8 $20M 138k 144.44
Northern Trust Stock (NTRS) 2.8 $19M 139k 139.57
International Business Machines Stock (IBM) 2.7 $19M 77k 242.39
Automatic Data Processing Stock (ADP) 2.5 $18M 86k 203.18
Medtronic Stock (MDT) 2.5 $18M 201k 86.65
Novartis Adr (NVS) 2.5 $17M 113k 152.75
Pepsico Stock (PEP) 2.4 $17M 110k 155.29
International Flavors & Fragrances Stock (IFF) 2.4 $17M 231k 72.55
Johnson & Johnson Stock (JNJ) 2.3 $16M 67k 244.44
Illumina Stock (ILMN) 2.3 $16M 132k 123.26
Emerson Electric Stock (EMR) 2.2 $15M 118k 131.02
United Parcel Service Stock (UPS) 2.1 $15M 151k 98.38
SLB Stock (SLB) 2.0 $14M 277k 51.39
Iqvia Stock (IQV) 2.0 $14M 82k 170.54
Weyerhaeuser Reit (WY) 1.8 $13M 527k 24.43
Fortinet Stock (FTNT) 1.8 $12M 151k 81.72
Qnity Electronics Stock (Q) 1.5 $11M 93k 115.38
Fiserv Stock (FISV) 1.5 $11M 189k 55.80
Corpay Stock (CPAY) 1.4 $9.9M 34k 290.99
Colgate-palmolive Stock (CL) 1.4 $9.6M 113k 85.23
Texas Instruments Stock (TXN) 1.4 $9.5M 49k 194.14
Sysco Stock (SYY) 1.4 $9.5M 134k 71.33
Copart Stock (CPRT) 1.3 $9.3M 280k 33.20
Bio-techne Stock (TECH) 1.3 $9.1M 174k 52.26
Berkshire Hathaway Cl B Stock (BRK.B) 1.3 $8.8M 18k 479.20
American Tower Reit (AMT) 1.2 $8.7M 50k 172.58
Exxon Mobil Stock (XOM) 1.2 $8.7M 51k 169.66
Dupont Stock (DD) 1.1 $7.9M 173k 45.80
Fastenal Stock (FAST) 1.1 $7.9M 169k 46.40
Clorox Stock (CLX) 0.9 $6.4M 62k 103.63
Microsoft Stock (MSFT) 0.9 $6.2M 17k 370.17
Hershey Company Stock (HSY) 0.9 $6.0M 29k 207.89
Cisco Systems Stock (CSCO) 0.8 $5.7M 74k 77.59
J.p. Morgan Chase Stock (JPM) 0.8 $5.6M 19k 294.16
Walt Disney Stock (DIS) 0.8 $5.5M 57k 96.38
Apple Stock (AAPL) 0.8 $5.4M 21k 253.79
Pfizer Stock (PFE) 0.7 $5.1M 181k 28.08
Union Pacific Stock (UNP) 0.7 $4.7M 19k 242.62
F5 Networks Stock (FFIV) 0.5 $3.7M 13k 289.33
Accenture Stock (ACN) 0.5 $3.2M 16k 198.29
Abbvie Stock (ABBV) 0.4 $3.1M 14k 217.49
Chevron Stock (CVX) 0.4 $3.1M 15k 206.90
Nextera Energy Stock (NEE) 0.4 $2.8M 30k 92.88
Conocophillips Stock (COP) 0.4 $2.6M 20k 132.00
Phillips 66 Stock (PSX) 0.4 $2.6M 14k 182.18
Caterpillar Stock (CAT) 0.4 $2.5M 3.5k 708.46
American Express Stock (AXP) 0.3 $2.4M 8.0k 302.48
Abbott Laboratories Stock (ABT) 0.3 $2.4M 23k 102.67
Deere & Co Stock (DE) 0.3 $2.3M 4.1k 563.30
Coca Cola Stock (KO) 0.3 $2.3M 30k 76.05
Eli Lilly Stock (LLY) 0.3 $2.3M 2.5k 919.77
Bank New York Mellon Corp Stock (BK) 0.3 $2.1M 17k 118.63
State Street Stock (STT) 0.3 $1.9M 15k 126.56
Morgan Stanley Stock (MS) 0.3 $1.8M 11k 164.57
Visa Stock (V) 0.3 $1.8M 6.0k 302.24
General Mills Stock (GIS) 0.3 $1.7M 47k 37.22
Trimble Stock (TRMB) 0.2 $1.7M 27k 65.23
Wal-mart Stores Stock (WMT) 0.2 $1.7M 14k 124.28
Norfolk Southern Stock (NSC) 0.2 $1.6M 5.5k 287.00
General Electric Stock (GE) 0.2 $1.6M 5.6k 283.77
Amazon Stock (AMZN) 0.2 $1.6M 7.6k 208.27
Raytheon Technologies Stock (RTX) 0.2 $1.5M 7.9k 192.90
Csx Corp Stock (CSX) 0.2 $1.4M 34k 41.05
Alphabet Cl C Stock (GOOG) 0.2 $1.3M 4.5k 286.86
Eaton Corp Stock (ETN) 0.2 $1.1M 3.2k 357.67
Autodesk Stock (ADSK) 0.1 $1.0M 4.3k 239.40
Nvidia Corporation Stock (NVDA) 0.1 $1.0M 5.8k 174.40
Verizon Stock (VZ) 0.1 $994k 20k 50.20
Eversource Energy Stock (ES) 0.1 $911k 13k 69.28
State Street Spdr S&p 500 Etf Etf (SPY) 0.1 $906k 1.4k 650.34
Comcast Corp Stock (CMCSA) 0.1 $852k 30k 28.71
Mcdonald's Stock (MCD) 0.1 $824k 2.7k 310.79
Home Depot Stock (HD) 0.1 $808k 2.5k 328.89
Dover Corp Stock (DOV) 0.1 $803k 3.9k 208.45
Honeywell International Stock (HON) 0.1 $739k 3.3k 226.03
Genuine Parts Stock (GPC) 0.1 $719k 6.8k 105.75
Duke Energy Stock (DUK) 0.1 $695k 5.3k 130.94
Kimberly-clark Corp Stock (KMB) 0.1 $688k 7.1k 96.47
Illinois Tool Works Stock (ITW) 0.1 $677k 2.6k 260.29
The Cigna Group Stock (CI) 0.1 $659k 2.5k 266.75
Pnc Finl Svcs Group Stock (PNC) 0.1 $633k 3.0k 208.09
Costco Stock (COST) 0.1 $608k 610.00 996.43
At&t Stock (T) 0.1 $564k 19k 28.99
Southern Stock (SO) 0.1 $492k 5.1k 96.52
Mastercard Incorporated Cl A Stock (MA) 0.1 $487k 975.00 499.66
Moodys Corp Stock (MCO) 0.1 $480k 1.1k 436.25
Truist Finl Corp Stock (TFC) 0.1 $459k 10k 45.97
Sherwin Williams Stock (SHW) 0.1 $425k 1.3k 320.55
Lowe's Companies Stock (LOW) 0.1 $410k 1.7k 236.28
Unitedhealth Group Stock (UNH) 0.1 $409k 1.5k 270.59
Bristol-myers Squibb Stock (BMY) 0.1 $406k 6.7k 60.65
Ge Vernova Stock (GEV) 0.1 $406k 465.00 872.90
State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) 0.1 $401k 650.00 616.76
Vanguard Russell 1000 Etf Etf (VONE) 0.1 $396k 1.3k 295.12
Ppg Inds Stock (PPG) 0.1 $362k 3.4k 106.88
Ishares Core S&p 500 Etf Etf (IVV) 0.1 $359k 550.00 653.21
Trane Technologies Stock (TT) 0.1 $351k 843.00 416.74
Philip Morris Intl Stock (PM) 0.0 $344k 2.1k 165.34
Consolidated Edison Stock (ED) 0.0 $340k 3.0k 113.18
Oracle Stock (ORCL) 0.0 $324k 2.2k 147.11
Corning Stock (GLW) 0.0 $279k 2.1k 135.97
Parker-hannifin Corp Stock (PH) 0.0 $269k 300.00 895.24
Amgen Stock (AMGN) 0.0 $264k 751.00 351.85
Dow Stock (DOW) 0.0 $259k 6.2k 41.65
Gallagher Arthur J & Co Stock (AJG) 0.0 $257k 1.2k 216.58
Lockheed Martin Corp Stock (LMT) 0.0 $247k 409.00 604.39
Ishares Semiconductor Etf Etf (SOXX) 0.0 $247k 750.00 328.66
Ameriprise Finl Stock (AMP) 0.0 $233k 525.00 444.40
Alphabet Inc Cap Stk Cl A Stock (GOOGL) 0.0 $221k 769.00 287.56
M&t Bank Corp Stock (MTB) 0.0 $217k 1.1k 206.72
Ishares S&p Mid Cap 400 Index Etf (IJH) 0.0 $208k 3.1k 67.53
Invesco Qqq Trust Series I Etf (QQQ) 0.0 $202k 350.00 577.18