Wilkins-Investment-Counsel

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "MMM",
  "ABT",
  "ABBV",
  "AXP",
  "T",
  "CAT",
  "LOW",
  "DUK",
  "FFIV",
  "GIS",
  "HON",
  "HD",
  "MCD",
  "UNP",
  "ITW",
  "EMR",
  "IQV",
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "GE",
  "GPC",
  "NTRS",
  "NVS",
  "ILMN",
  "HSY",
  "AMP",
  "FAST",
  "ANSS",
  "ORCL",
  "PAYX",
  "IWF",
  "PEP",
  "PNC",
  "IVV",
  "DOW",
  "AAPL",
  "SPY",
  "NVDA",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "PPG",
  "SHW",
  "SLB",
  "ROP",
  "RTX",
  "BP",
  "AMT",
  "IBM",
  "CI",
  "TXN",
  "TFC",
  "UPS",
  "BIV",
  "NEM",
  "WY",
  "IT",
  "DD",
  "K",
  "TT",
  "ADSK",
  "FI",
  "CPAY",
  "DOV",
  "DEO",
  "AJG",
  "FTNT",
  "ES",
  "IBTA",
  "IFF",
  "AMZN",
  "USB",
  "VONE",
  null,
  "V",
  "WMT",
  "WMB",
  "DVY",
  "NSC",
  "SO",
  "TRMB",
  "PSX",
  "SYY",
  "FDX",
  "KMB",
  "ADP",
  "BK",
  "BRK-B",
  "BDX",
  "TECH",
  "BMY",
  "CHRW",
  "CVX",
  "CB",
  "CSCO",
  "CLX",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "ED",
  "COST",
  "CTVA",
  "CSX",
  "DE",
  "MCO",
  "NEE",
  "STT",
  "MDY",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PM",
  "PH",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 125
Total Value: 698092006
Accession Number: 0001276853-25-000004
Form Type: 13F-HR
CIK: wilkins-investment-counsel
Manager Name: Wilkins-Investment-Counsel

Data Enrichment

99% identified

124 identified1 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

125 positions • $698.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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SYSCO CORP

SYY|871829107

Shares:187.9K

Value:$14.1M

% of Portfolio:2.0% ($14.1M/$698.1M)

SCHLUMBERGER LIMITED/NV

SLB|806857108

Shares:334.2K

Value:$14.0M

% of Portfolio:2.0% ($14.0M/$698.1M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:172.0K

Value:$12.8M

% of Portfolio:1.8% ($12.8M/$698.1M)

FASTENAL CO

FAST|311900104

Shares:161.6K

Value:$12.5M

% of Portfolio:1.8% ($12.5M/$698.1M)

IQVIA HOLDINGS INC.

IQV|46266C105

Shares:66.5K

Value:$11.7M

% of Portfolio:1.7% ($11.7M/$698.1M)

F5, INC.

FFIV|315616102

Shares:43.3K

Value:$11.5M

% of Portfolio:1.7% ($11.5M/$698.1M)

WEYERHAEUSER CO

WY|962166104

Shares:391.5K

Value:$11.5M

% of Portfolio:1.6% ($11.5M/$698.1M)

ILLUMINA, INC.

ILMN|452327109

Shares:138.2K

Value:$11.0M

% of Portfolio:1.6% ($11.0M/$698.1M)

CORPAY, INC.

CPAY|219948106

Shares:30.4K

Value:$10.6M

% of Portfolio:1.5% ($10.6M/$698.1M)

COLGATE PALMOLIVE CO

CL|194162103

Shares:107.2K

Value:$10.0M

% of Portfolio:1.4% ($10.0M/$698.1M)

TEXAS INSTRUMENTS INC

TXN|882508104

Shares:53.1K

Value:$9.6M

% of Portfolio:1.4% ($9.6M/$698.1M)

FISERV INC

FI|337738108

Shares:42.5K

Value:$9.4M

% of Portfolio:1.3% ($9.4M/$698.1M)

AMERICAN TOWER CORP /MA/

AMT|03027X100

Shares:40.8K

Value:$8.9M

% of Portfolio:1.3% ($8.9M/$698.1M)

MICROSOFT CORP

MSFT|594918104

Shares:19.6K

Value:$7.4M

% of Portfolio:1.1% ($7.4M/$698.1M)

GARTNER INC

IT|366651107

Shares:15.5K

Value:$6.5M

% of Portfolio:0.9% ($6.5M/$698.1M)

EXXON MOBIL CORP

XOM|30231G102

Shares:53.9K

Value:$6.4M

% of Portfolio:0.9% ($6.4M/$698.1M)

Accenture plc

ACN|G1151C101

Shares:19.8K

Value:$6.2M

% of Portfolio:0.9% ($6.2M/$698.1M)

Walt Disney Co

DIS|254687106

Shares:55.8K

Value:$5.5M

% of Portfolio:0.8% ($5.5M/$698.1M)

Apple Inc.

AAPL|037833100

Shares:24.1K

Value:$5.4M

% of Portfolio:0.8% ($5.4M/$698.1M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:21.6K

Value:$5.3M

% of Portfolio:0.8% ($5.3M/$698.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SYSCO CORP(SYYcusip871829107)	187.9K	QoQ +1.66% (-3.1K) YoY +3.31% (-6.0K)	All Managers (Combined)	$14.1M	2.0% ($14.1M/$698.1M)	QoQ -0.22% (-$32.1K) YoY -4.50% (-$664.5K)
SCHLUMBERGER LIMITED/NV(SLBcusip806857108)	334.2K	QoQ +4.12% (+13.3K) YoY +35.02% (+86.7K)	All Managers (Combined)	$14.0M	2.0% ($14.0M/$698.1M)	QoQ +13.52% (+$1.7M) YoY +2.97% (+$403.4K)
DuPont de Nemours, Inc.(DDcusip26614N102)	172.0K	QoQ +1.32% (-2.2K) YoY +0.78% (-1.3K)	All Managers (Combined)	$12.8M	1.8% ($12.8M/$698.1M)	QoQ -0.76% (-$98.6K) YoY -1.82% (-$239.0K)
FASTENAL CO(FASTcusip311900104)	161.6K	QoQ -2.04% (-3.4K) YoY -9.21% (-16.4K)	All Managers (Combined)	$12.5M	1.8% ($12.5M/$698.1M)	QoQ +5.63% (-$668.9K) YoY -8.73% (-$1.2M)
IQVIA HOLDINGS INC.(IQVcusip46266C105)	66.5K	QoQ +21.69% (+11.9K) YoY +3495.35% (+64.7K)	All Managers (Combined)	$11.7M	1.7% ($11.7M/$698.1M)	QoQ +9.17% (+$985.8K) YoY +2406.46% (+$11.3M)
F5, INC.(FFIVcusip315616102)	43.3K	QoQ -31.97% (-20.3K) YoY -54.38% (-51.6K)	All Managers (Combined)	$11.5M	1.7% ($11.5M/$698.1M)	QoQ -27.97% (-$4.5M) YoY -35.93% (-$6.5M)
WEYERHAEUSER CO(WYcusip962166104)	391.5K	QoQ -0.55% (-2.2K) YoY +6.61% (-24.3K)	All Managers (Combined)	$11.5M	1.6% ($11.5M/$698.1M)	QoQ +3.44% (-$381.4K) YoY -13.06% (-$1.7M)
ILLUMINA, INC.(ILMNcusip452327109)	138.2K	QoQ +36.31% (-36.8K) YoY +108.52% (+71.9K)	All Managers (Combined)	$11.0M	1.6% ($11.0M/$698.1M)	QoQ -19.06% (-$2.6M) YoY +20.47% (+$1.9M)
CORPAY, INC.(CPAYcusip219948106)	30.4K	QoQ +11.16% (+3.1K) YoY +58.32% (+11.2K)	All Managers (Combined)	$10.6M	1.5% ($10.6M/$698.1M)	QoQ +14.55% (+$1.3M) YoY +78.94% (+$4.7M)
COLGATE PALMOLIVE CO(CLcusip194162103)	107.2K	QoQ -0.13% (-150) YoY 0.00% (-1)	All Managers (Combined)	$10.0M	1.4% ($10.0M/$698.1M)	QoQ +2.92% (-$285.6K) YoY +4.05% (-$391.3K)
TEXAS INSTRUMENTS INC(TXNcusip882508104)	53.1K	QoQ +4.03% (-2.1K) YoY +0.04% (+26)	All Managers (Combined)	$9.6M	1.4% ($9.6M/$698.1M)	QoQ -0.30% (-$29.0K) YoY +3.20% (+$296.3K)
FISERV INC(FIcusip337738108)	42.5K	QoQ -9.83% (-4.6K) YoY -16.80% (-8.6K)	All Managers (Combined)	$9.4M	1.3% ($9.4M/$698.1M)	QoQ -3.07% (-$297.2K) YoY +14.94% (-$1.2M)
AMERICAN TOWER CORP /MA/(AMTcusip03027X100)	40.8K	QoQ +12.99% (+4.7K) YoY +10.44% (+3.9K)	All Managers (Combined)	$8.9M	1.3% ($8.9M/$698.1M)	QoQ +34.05% (+$2.3M) YoY +21.63% (+$1.6M)
MICROSOFT CORP(MSFTcusip594918104)	19.6K	QoQ -0.28% (-56) YoY -4.58% (-944)	All Managers (Combined)	$7.4M	1.1% ($7.4M/$698.1M)	QoQ -11.19% (-$929.5K) YoY -14.86% (-$1.3M)
GARTNER INC(ITcusip366651107)	15.5K	QoQ -1.52% (-240) YoY -10.14% (-1.8K)	All Managers (Combined)	$6.5M	0.9% ($6.5M/$698.1M)	QoQ -14.68% (-$1.1M) YoY -20.88% (-$1.7M)
EXXON MOBIL CORP(XOMcusip30231G102)	53.9K	QoQ -8.90% (-5.3K) YoY -11.22% (-6.8K)	All Managers (Combined)	$6.4M	0.9% ($6.4M/$698.1M)	QoQ +0.72% (-$45.8K) YoY -9.17% (-$647.0K)
Accenture plc(ACNcusipG1151C101)	19.8K	QoQ -2.82% (-577) YoY -2.35% (-478)	All Managers (Combined)	$6.2M	0.9% ($6.2M/$698.1M)	QoQ -13.80% (-$991.7K) YoY -12.09% (-$851.6K)
Walt Disney Co(DIScusip254687106)	55.8K	QoQ -4.90% (-2.9K) YoY +856.38% (+49.9K)	All Managers (Combined)	$5.5M	0.8% ($5.5M/$698.1M)	QoQ -15.70% (-$1.0M) YoY +671.45% (+$4.8M)
Apple Inc.(AAPLcusip037833100)	24.1K	QoQ -6.05% (-1.6K) YoY -0.08% (-20)	All Managers (Combined)	$5.4M	0.8% ($5.4M/$698.1M)	QoQ -16.66% (-$1.1M) YoY +29.42% (-$1.2M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	21.6K	QoQ -4.53% (-1.0K) YoY -12.96% (-3.2K)	All Managers (Combined)	$5.3M	0.8% ($5.3M/$698.1M)	QoQ -2.31% (-$125.1K) YoY +6.59% (-$327.3K)