Wilkins Investment Counsel Inc

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 125Value: $698.1MLatest: 2025Q1

WILKINS INVESTMENT COUNSEL INC is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 125 holdings worth $0.7 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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:

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NEWMONT Corp /DE/

NEM|651639106

Shares:594.1K

Value:$28.7M

% of Portfolio:4.1% ($28.7M/$698.1M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:82.1K

Value:$25.1M

% of Portfolio:3.6% ($25.1M/$698.1M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:100.3K

Value:$24.9M

% of Portfolio:3.6% ($24.9M/$698.1M)

Chubb Ltd

CB|H1467J104

Shares:82.4K

Value:$24.9M

% of Portfolio:3.6% ($24.9M/$698.1M)

PROCTER & GAMBLE Co

PG|742718109

Shares:143.0K

Value:$24.4M

% of Portfolio:3.5% ($24.4M/$698.1M)

Merck & Co., Inc.

MRK|58933Y105

Shares:252.6K

Value:$22.7M

% of Portfolio:3.2% ($22.7M/$698.1M)

Corteva, Inc.

CTVA|22052L104

Shares:358.5K

Value:$22.6M

% of Portfolio:3.2% ($22.6M/$698.1M)

WILLIAMS COMPANIES, INC.

WMB|969457100

Shares:377.4K

Value:$22.6M

% of Portfolio:3.2% ($22.6M/$698.1M)

3M CO

MMM|88579Y101

Shares:151.5K

Value:$22.2M

% of Portfolio:3.2% ($22.2M/$698.1M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:127.1K

Value:$21.1M

% of Portfolio:3.0% ($21.1M/$698.1M)

Medtronic plc

MDT|G5960L103

Shares:205.7K

Value:$18.5M

% of Portfolio:2.6% ($18.5M/$698.1M)

BP PLC

BP|055622104

Shares:530.7K

Value:$17.9M

% of Portfolio:2.6% ($17.9M/$698.1M)

NOVARTIS AG

NVS|66987V109

Shares:149.3K

Value:$16.6M

% of Portfolio:2.4% ($16.6M/$698.1M)

PEPSICO INC

PEP|713448108

Shares:109.4K

Value:$16.4M

% of Portfolio:2.3% ($16.4M/$698.1M)

Fortinet, Inc.

FTNT|34959E109

Shares:168.7K

Value:$16.2M

% of Portfolio:2.3% ($16.2M/$698.1M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:146.7K

Value:$16.1M

% of Portfolio:2.3% ($16.1M/$698.1M)

INTERNATIONAL FLAVORS & FRAGRANCES INC

IFF|459506101

Shares:207.2K

Value:$16.1M

% of Portfolio:2.3% ($16.1M/$698.1M)

NORTHERN TRUST CORP

NTRS|665859104

Shares:157.5K

Value:$15.5M

% of Portfolio:2.2% ($15.5M/$698.1M)

EMERSON ELECTRIC CO

EMR|291011104

Shares:136.7K

Value:$15.0M

% of Portfolio:2.1% ($15.0M/$698.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:27.6K

Value:$14.7M

% of Portfolio:2.1% ($14.7M/$698.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
NEWMONT Corp /DE/(NEMcusip651639106)	594.1K	QoQ -1.21% (-7.3K) YoY -0.53% (-3.2K)	All Managers (Combined)	$28.7M	4.1% ($28.7M/$698.1M)	QoQ +28.14% (-$6.3M) YoY +33.98% (-$7.3M)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	82.1K	QoQ -2.86% (-2.4K) YoY -2.54% (-2.1K)	All Managers (Combined)	$25.1M	3.6% ($25.1M/$698.1M)	QoQ +1.38% (-$341.7K) YoY +19.22% (-$4.0M)
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	100.3K	QoQ +1.24% (+1.2K) YoY +0.11% (+115)	All Managers (Combined)	$24.9M	3.6% ($24.9M/$698.1M)	QoQ +14.52% (+$3.2M) YoY +30.36% (+$5.8M)
Chubb Ltd(CBcusipH1467J104)	82.4K	QoQ +0.35% (+292) YoY -0.09% (-75)	All Managers (Combined)	$24.9M	3.6% ($24.9M/$698.1M)	QoQ +9.68% (+$2.2M) YoY +16.43% (-$3.5M)
PROCTER & GAMBLE Co(PGcusip742718109)	143.0K	QoQ -6.45% (-9.9K) YoY -9.34% (-14.7K)	All Managers (Combined)	$24.4M	3.5% ($24.4M/$698.1M)	QoQ -4.90% (-$1.3M) YoY -4.77% (-$1.2M)
Merck & Co., Inc.(MRKcusip58933Y105)	252.6K	QoQ +3.79% (-9.2K) YoY +2.84% (-7.0K)	All Managers (Combined)	$22.7M	3.2% ($22.7M/$698.1M)	QoQ -6.34% (-$1.5M) YoY -30.04% (-$9.7M)
Corteva, Inc.(CTVAcusip22052L104)	358.5K	QoQ -1.31% (-4.8K) YoY -1.10% (-4.0K)	All Managers (Combined)	$22.6M	3.2% ($22.6M/$698.1M)	QoQ +9.03% (-$1.9M) YoY +7.91% (-$1.7M)
WILLIAMS COMPANIES, INC.(WMBcusip969457100)	377.4K	QoQ -0.83% (-3.2K) YoY -11.55% (-49.3K)	All Managers (Combined)	$22.6M	3.2% ($22.6M/$698.1M)	QoQ +9.49% (-$2.0M) YoY +35.62% (-$5.9M)
3M CO(MMMcusip88579Y101)	151.5K	QoQ +1.19% (+1.8K) YoY -0.91% (-1.4K)	All Managers (Combined)	$22.2M	3.2% ($22.2M/$698.1M)	QoQ +15.12% (+$2.9M) YoY +37.18% (-$6.0M)
JOHNSON & JOHNSON(JNJcusip478160104)	127.1K	QoQ +0.93% (+1.2K) YoY +4.94% (+6.0K)	All Managers (Combined)	$21.1M	3.0% ($21.1M/$698.1M)	QoQ +15.75% (+$2.9M) YoY +10.02% (+$1.9M)
Medtronic plc(MDTcusipG5960L103)	205.7K	QoQ +1.50% (+3.0K) YoY +5.06% (+9.9K)	All Managers (Combined)	$18.5M	2.6% ($18.5M/$698.1M)	QoQ +14.18% (+$2.3M) YoY +8.33% (+$1.4M)
BP PLC(BPcusip055622104)	530.7K	QoQ -2.07% (-11.2K) YoY -0.47% (-2.5K)	All Managers (Combined)	$17.9M	2.6% ($17.9M/$698.1M)	QoQ +11.93% (-$1.9M) YoY -10.74% (-$2.2M)
NOVARTIS AG(NVScusip66987V109)	149.3K	QoQ -10.47% (-17.5K) YoY -20.46% (-38.4K)	All Managers (Combined)	$16.6M	2.4% ($16.6M/$698.1M)	QoQ +2.56% (-$416.1K) YoY -8.33% (-$1.5M)
PEPSICO INC(PEPcusip713448108)	109.4K	QoQ +15.73% (+14.9K) YoY +26.31% (+22.8K)	All Managers (Combined)	$16.4M	2.3% ($16.4M/$698.1M)	QoQ +14.11% (+$2.0M) YoY +8.21% (+$1.2M)
Fortinet, Inc.(FTNTcusip34959E109)	168.7K	QoQ -5.53% (-9.9K) YoY -6.62% (-12.0K)	All Managers (Combined)	$16.2M	2.3% ($16.2M/$698.1M)	QoQ -3.75% (-$633.4K) YoY +31.58% (-$3.9M)
UNITED PARCEL SERVICE INC(UPScusip911312106)	146.7K	QoQ +18.65% (+23.1K) YoY +71.10% (+61.0K)	All Managers (Combined)	$16.1M	2.3% ($16.1M/$698.1M)	QoQ +3.49% (+$544.4K) YoY +26.62% (+$3.4M)
INTERNATIONAL FLAVORS & FRAGRANCES INC(IFFcusip459506101)	207.2K	QoQ +6.08% (-11.9K) YoY +6.88% (-13.3K)	All Managers (Combined)	$16.1M	2.3% ($16.1M/$698.1M)	QoQ -2.62% (-$433.9K) YoY -3.53% (-$588.5K)
NORTHERN TRUST CORP(NTRScusip665859104)	157.5K	QoQ +1.10% (-1.7K) YoY +2.12% (+3.3K)	All Managers (Combined)	$15.5M	2.2% ($15.5M/$698.1M)	QoQ -2.69% (-$430.0K) YoY +13.30% (+$1.8M)
EMERSON ELECTRIC CO(EMRcusip291011104)	136.7K	QoQ +0.75% (-1.0K) YoY +1.78% (-2.4K)	All Managers (Combined)	$15.0M	2.1% ($15.0M/$698.1M)	QoQ -10.86% (-$1.8M) YoY -1.61% (-$245.3K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	27.6K	QoQ -0.59% (-164) YoY +0.63% (+174)	All Managers (Combined)	$14.7M	2.1% ($14.7M/$698.1M)	QoQ +16.80% (-$2.1M) YoY +27.45% (+$3.2M)