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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COMCAST CORP

CMCSA|20030N101

Shares:49.2K

Value:$1.8M

% of Portfolio:0.3% ($1.8M/$698.1M)

HOME DEPOT, INC.

HD|437076102

Shares:4.4K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$698.1M)

Bank of New York Mellon Corp

BK|064058100

Shares:18.7K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$698.1M)

Walmart Inc.

WMT|931142103

Shares:17.9K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$698.1M)

MORGAN STANLEY

MS|617446448

Shares:12.9K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$698.1M)

KELLANOVA

K|487836108

Shares:17.3K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$698.1M)

CATERPILLAR INC

CAT|149123101

Shares:4.2K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$698.1M)

ANSYS INC

ANSS|03662Q105

Shares:4.3K

Value:$1.4M

% of Portfolio:0.2% ($1.4M/$698.1M)

STATE STREET CORP

STT|857477103

Shares:14.9K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$698.1M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:5.6K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$698.1M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:26.0K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$698.1M)

GENERAL ELECTRIC CO

GE|369604301

Shares:5.8K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$698.1M)

Autodesk, Inc.

ADSK|052769106

Shares:4.4K

Value:$1.2M

% of Portfolio:0.2% ($1.2M/$698.1M)

BIO-TECHNE Corp

TECH|09073M104

Shares:19.0K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$698.1M)

RTX Corp

RTX|75513E101

Shares:8.3K

Value:$1.1M

% of Portfolio:0.2% ($1.1M/$698.1M)

FEDEX CORP

FDX|31428X106

Shares:4.2K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$698.1M)

CSX CORP

CSX|126408103

Shares:34.9K

Value:$1.0M

% of Portfolio:0.1% ($1.0M/$698.1M)

Eaton Corp plc

ETN|G29183103

Shares:3.7K

Value:$996.5K

% of Portfolio:0.1% ($996.5K/$698.1M)

MCDONALDS CORP

MCD|580135101

Shares:3.2K

Value:$996.1K

% of Portfolio:0.1% ($996.1K/$698.1M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.6K

Value:$921.3K

% of Portfolio:0.1% ($921.3K/$698.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
COMCAST CORP(CMCSAcusip20030N101)	49.2K	QoQ -0.31% (-154) YoY +1.15% (-560)	All Managers (Combined)	$1.8M	0.3% ($1.8M/$698.1M)	QoQ -1.98% (-$36.8K) YoY -13.89% (-$292.9K)
HOME DEPOT, INC.(HDcusip437076102)	4.4K	QoQ +26.60% (+920) YoY +26.60% (+920)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$698.1M)	QoQ +19.28% (+$259.4K) YoY +20.95% (+$278.0K)
Bank of New York Mellon Corp(BKcusip064058100)	18.7K	QoQ 0.00% (+0) YoY +6.85% (+1.2K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$698.1M)	QoQ +9.16% (+$131.6K) YoY +55.53% (+$560.0K)
Walmart Inc.(WMTcusip931142103)	17.9K	QoQ +17.52% (+2.7K) YoY +34.41% (+4.6K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$698.1M)	QoQ +14.19% (+$194.8K) YoY +96.11% (+$768.3K)
MORGAN STANLEY(MScusip617446448)	12.9K	QoQ -11.39% (-1.7K) YoY -16.83% (-2.6K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$698.1M)	QoQ -17.77% (-$326.5K) YoY +3.04% (-$44.7K)
KELLANOVA(Kcusip487836108)	17.3K	QoQ -0.57% (-100) YoY -14.54% (-3.0K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$698.1M)	QoQ +1.29% (-$18.2K) YoY +23.03% (-$267.6K)
CATERPILLAR INC(CATcusip149123101)	4.2K	QoQ -2.34% (-100) YoY +37.39% (+1.1K)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$698.1M)	QoQ -11.21% (-$173.7K) YoY +23.66% (+$263.2K)
ANSYS INC(ANSScusip03662Q105)	4.3K	QoQ 0.00% (-0) YoY -0.57% (-25)	All Managers (Combined)	$1.4M	0.2% ($1.4M/$698.1M)	QoQ -6.15% (-$89.8K) YoY -9.33% (-$141.0K)
STATE STREET CORP(STTcusip857477103)	14.9K	QoQ +2.74% (-400) YoY -43.26% (-11.4K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$698.1M)	QoQ -6.27% (-$89.6K) YoY -34.30% (-$698.9K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	5.6K	QoQ +3.47% (+187) YoY +38.18% (+1.5K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$698.1M)	QoQ +4.42% (+$55.8K) YoY +28.41% (+$291.5K)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	26.0K	QoQ +1.46% (+375) YoY +2.16% (+550)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$698.1M)	QoQ +15.08% (+$154.7K) YoY +10.43% (+$111.5K)
GENERAL ELECTRIC CO(GEcusip369604301)	5.8K	QoQ +7.52% (+407) YoY +5.53% (+305)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$698.1M)	QoQ +29.03% (+$261.9K) YoY +20.33% (+$196.7K)
Autodesk, Inc.(ADSKcusip052769106)	4.4K	QoQ +1.14% (-50) YoY -47.71% (-4.0K)	All Managers (Combined)	$1.2M	0.2% ($1.2M/$698.1M)	QoQ -10.40% (-$134.1K) YoY -47.44% (-$1.0M)
BIO-TECHNE Corp(TECHcusip09073M104)	19.0K	QoQ -20.63% (-5.0K) YoY +38.07% (+5.3K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$698.1M)	QoQ -35.39% (-$611.7K) YoY +15.00% (+$145.6K)
RTX Corp(RTXcusip75513E101)	8.3K	QoQ -25.09% (-2.8K) YoY -28.05% (-3.3K)	All Managers (Combined)	$1.1M	0.2% ($1.1M/$698.1M)	QoQ -14.25% (-$183.9K) YoY -2.28% (-$25.9K)
FEDEX CORP(FDXcusip31428X106)	4.2K	QoQ 0.00% (-0) YoY +5.50% (-220)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$698.1M)	QoQ -13.34% (-$158.5K) YoY -11.23% (-$130.2K)
CSX CORP(CSXcusip126408103)	34.9K	QoQ +12.58% (+3.9K) YoY +129.60% (+19.7K)	All Managers (Combined)	$1.0M	0.1% ($1.0M/$698.1M)	QoQ +2.67% (+$26.7K) YoY +82.28% (+$463.6K)
Eaton Corp plc(ETNcusipG29183103)	3.7K	QoQ +23.60% (+700) YoY +18.25% (+566)	All Managers (Combined)	$996.5K	0.1% ($996.5K/$698.1M)	QoQ +1.23% (+$12.2K) YoY +2.80% (+$27.2K)
MCDONALDS CORP(MCDcusip580135101)	3.2K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$996.1K	0.1% ($996.1K/$698.1M)	QoQ +7.75% (+$71.7K) YoY +10.78% (+$97.0K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.6K	QoQ +50.27% (+551) YoY +50.27% (+551)	All Managers (Combined)	$921.3K	0.1% ($921.3K/$698.1M)	QoQ +43.43% (+$279.0K) YoY +60.70% (+$348.0K)