13F HOLDINGS REPORT
WILKINS INVESTMENT COUNSEL INC
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001276853-25-000008
Total Value
$706.7M
Positions
120
Other Managers
0
Confidential Omitted
No
Holdings (120)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEWMONT | NEMCL | 586,994 | $34.2M | 4.84% |
| 2 | INTERNATIONAL BUSINESS MACHINES | INTR | 90,252 | $26.6M | 3.76% |
| 3 | CORTEVA | CTVA | 340,052 | $25.3M | 3.59% |
| 4 | AUTOMATIC DATA PROCESSING | ADP | 78,876 | $24.3M | 3.44% |
| 5 | CHUBB LIMITED | CB | 81,118 | $23.5M | 3.33% |
| 6 | 3M | MMM | 151,403 | $23.0M | 3.26% |
| 7 | WILLIAMS COS | 969457100 | 361,739 | $22.7M | 3.21% |
| 8 | PROCTER & GAMBLE | 742718109 | 140,842 | $22.4M | 3.17% |
| 9 | MERCK | MRK | 263,576 | $20.9M | 2.95% |
| 10 | NORTHERN TRUST | NTRSO | 156,719 | $19.9M | 2.81% |
| 11 | JOHNSON & JOHNSON | JNJ | 121,490 | $18.6M | 2.63% |
| 12 | MEDTRONIC | MDT | 208,436 | $18.2M | 2.57% |
| 13 | EMERSON ELECTRIC | EMR | 135,863 | $18.1M | 2.56% |
| 14 | FORTINET | FTNT | 167,073 | $17.7M | 2.50% |
| 15 | UNITED PARCEL SERVICE | UPS | 167,720 | $16.9M | 2.40% |
| 16 | NOVARTIS | NVSEF | 139,420 | $16.9M | 2.39% |
| 17 | BP PLC | BPPFF | 525,367 | $15.7M | 2.22% |
| 18 | INTERNATIONAL FLAVORS & FRAGRANCES | 459506101 | 207,899 | $15.3M | 2.16% |
| 19 | PEPSICO | PEP | 111,575 | $14.7M | 2.08% |
| 20 | SYSCO | SYY | 187,252 | $14.2M | 2.01% |
| 21 | ILLUMINA | ILMN | 142,898 | $13.6M | 1.93% |
| 22 | BERKSHIRE HATHAWAY CL B | BRK-A | 27,434 | $13.3M | 1.89% |
| 23 | FASTENAL | FAST | 315,674 | $13.3M | 1.88% |
| 24 | IQVIA | IQV | 75,280 | $11.9M | 1.68% |
| 25 | DUPONT | DD | 170,566 | $11.7M | 1.66% |
| 26 | SLB | SLB | 325,957 | $11.0M | 1.56% |
| 27 | WEYERHAEUSER | WY | 422,412 | $10.9M | 1.54% |
| 28 | TEXAS INSTRUMENTS | 882508104 | 52,200 | $10.8M | 1.53% |
| 29 | CORPAY INC | CPAY | 31,860 | $10.6M | 1.50% |
| 30 | MICROSOFT | MSFT | 20,484 | $10.2M | 1.44% |
| 31 | COLGATE-PALMOLIVE | CL | 107,989 | $9.8M | 1.39% |
| 32 | F5 NETWORKS | FFIV | 33,210 | $9.8M | 1.38% |
| 33 | AMERICAN TOWER | 03027X100 | 40,075 | $8.9M | 1.25% |
| 34 | FISERV | FISV | 48,456 | $8.4M | 1.18% |
| 35 | WALT DISNEY | 254687106 | 58,200 | $7.2M | 1.02% |
| 36 | GARTNER | IT | 15,508 | $6.3M | 0.89% |
| 37 | J.P. MORGAN CHASE | VYLD | 20,485 | $5.9M | 0.84% |
| 38 | EXXON MOBIL | XOM | 53,586 | $5.8M | 0.82% |
| 39 | ACCENTURE | ACN | 19,167 | $5.7M | 0.81% |
| 40 | CISCO SYSTEMS | CSCO | 75,327 | $5.2M | 0.74% |
| 41 | HERSHEY COMPANY | HSY | 30,238 | $5.0M | 0.71% |
| 42 | PFIZER | PFE | 202,210 | $4.9M | 0.69% |
| 43 | APPLE | AAPL | 23,733 | $4.9M | 0.69% |
| 44 | UNION PACIFIC | UNP | 20,607 | $4.7M | 0.67% |
| 45 | BIO-TECHNE | TECH | 86,613 | $4.5M | 0.63% |
| 46 | ABBOTT LABS COM | ABLZF | 23,403 | $3.2M | 0.45% |
| 47 | ABBVIE | ABBV | 14,572 | $2.7M | 0.38% |
| 48 | TRIMBLE | TRMB | 35,450 | $2.7M | 0.38% |
| 49 | GENERAL MILLS | 370334104 | 51,964 | $2.7M | 0.38% |
| 50 | AMERICAN EXPRESS CO COM | AXP | 7,932 | $2.5M | 0.36% |
| 51 | IBOTTA INC CLASS A COM SHS | IBTA | 66,027 | $2.4M | 0.34% |
| 52 | COSTCO | 22160K105 | 2,335 | $2.3M | 0.33% |
| 53 | ELI LILLY | LLY | 2,878 | $2.2M | 0.32% |
| 54 | VISA | V | 6,246 | $2.2M | 0.31% |
| 55 | COCA COLA | KO | 30,545 | $2.2M | 0.31% |
| 56 | CHEVRON | CVX | 14,879 | $2.1M | 0.30% |
| 57 | DEERE & CO COM | DE | 4,145 | $2.1M | 0.30% |
| 58 | CLOROX | CLX | 17,479 | $2.1M | 0.30% |
| 59 | NEXTERA ENERGY | NEE-PW | 29,985 | $2.1M | 0.29% |
| 60 | CONOCOPHILLIPS | COP | 22,239 | $2.0M | 0.28% |
| 61 | PHILLIPS 66 | PSX | 15,718 | $1.9M | 0.27% |
| 62 | COMCAST CORP | CCZ | 49,176 | $1.8M | 0.25% |
| 63 | BANK NEW YORK MELLON CORP COM | 064058100 | 18,600 | $1.7M | 0.24% |
| 64 | WAL-MART STORES | WMT | 17,056 | $1.7M | 0.24% |
| 65 | HOME DEPOT | HD | 4,378 | $1.6M | 0.23% |
| 66 | MORGAN STANLEY COM NEW | MS-PQ | 11,349 | $1.6M | 0.23% |
| 67 | STATE STREET | STT-PG | 14,950 | $1.6M | 0.22% |
| 68 | ANSYS | 03662Q105 | 4,325 | $1.5M | 0.21% |
| 69 | GENERAL ELECTRIC | 369604301 | 5,816 | $1.5M | 0.21% |
| 70 | CATERPILLAR | CAT | 3,841 | $1.5M | 0.21% |
| 71 | NORFOLK SOUTHERN | 655844108 | 5,562 | $1.4M | 0.20% |
| 72 | AUTODESK | ADSK | 4,410 | $1.4M | 0.19% |
| 73 | KELLANOVA COM | BEKE | 15,725 | $1.3M | 0.18% |
| 74 | EATON CORP PLC SHS | ETN | 3,366 | $1.2M | 0.17% |
| 75 | RAYTHEON TECHNOLOGIES | RTX | 7,925 | $1.2M | 0.16% |
| 76 | CSX CORP COM | CSX | 34,600 | $1.1M | 0.16% |
| 77 | FEDEX CORP COM | FDX | 4,220 | $959,248 | 0.14% |
| 78 | SPDR S&P 500 ETF TRUST | SPY | 1,499 | $926,157 | 0.13% |
| 79 | NVIDIA CORPORATION COM | NVDA | 5,845 | $923,452 | 0.13% |
| 80 | MCDONALD'S | MCD | 3,139 | $917,122 | 0.13% |
| 81 | UNITEDHEALTH GROUP INC COM | UNH | 2,860 | $892,234 | 0.13% |
| 82 | THE CIGNA GROUP COM | 125523100 | 2,642 | $873,392 | 0.12% |
| 83 | VERIZON | VZ | 19,809 | $857,135 | 0.12% |
| 84 | GENUINE PARTS CO COM | GPC | 6,800 | $824,908 | 0.12% |
| 85 | KIMBERLY-CLARK CORP COM | KMB | 6,335 | $816,708 | 0.12% |
| 86 | ALPHABET CL C | GOOG | 4,573 | $811,204 | 0.11% |
| 87 | EVERSOURCE ENERGY | ES | 12,595 | $801,294 | 0.11% |
| 88 | AMAZON | AMZN | 3,433 | $753,166 | 0.11% |
| 89 | US BANCORP | USB-PS | 16,450 | $744,363 | 0.11% |
| 90 | DOVER CORP COM | DOV | 3,850 | $705,436 | 0.10% |
| 91 | COPART INC COM | CPRT | 13,762 | $675,301 | 0.10% |
| 92 | HONEYWELL INTERNATIONAL | 438516106 | 2,840 | $661,379 | 0.09% |
| 93 | ILLINOIS TOOL WORKS | 452308109 | 2,602 | $643,345 | 0.09% |
| 94 | PNC FINL SVCS GROUP INC COM | 693475105 | 3,250 | $605,865 | 0.09% |
| 95 | DUKE ENERGY | DUKB | 4,869 | $574,542 | 0.08% |
| 96 | AT&T | T-PC | 19,475 | $563,607 | 0.08% |
| 97 | MOODYS CORP COM | MCO | 1,100 | $551,749 | 0.08% |
| 98 | MASTERCARD INCORPORATED CL A | MA | 975 | $547,892 | 0.08% |
| 99 | ORACLE | ORCL-PD | 2,300 | $502,849 | 0.07% |
| 100 | SOUTHERN | SOMN | 5,400 | $495,882 | 0.07% |
| 101 | SHERWIN WILLIAMS | SHW | 1,400 | $480,704 | 0.07% |
| 102 | TRUIST FINL CORP COM | 89832Q109 | 9,975 | $428,825 | 0.06% |
| 103 | TRANE TECHNOLOGIES PLC SHS | TT | 893 | $390,607 | 0.06% |
| 104 | PPG INDS INC COM | 693506107 | 3,383 | $384,816 | 0.05% |
| 105 | LOWE'S COMPANIES | 548661107 | 1,733 | $384,501 | 0.05% |
| 106 | GALLAGHER ARTHUR J & CO COM | 363576109 | 1,185 | $379,342 | 0.05% |
| 107 | PHILIP MORRIS INTL INC COM | 718172109 | 2,082 | $379,195 | 0.05% |
| 108 | VANGUARD RUSSELL 1000 ETF | 92206C730 | 1,340 | $376,352 | 0.05% |
| 109 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 650 | $368,212 | 0.05% |
| 110 | ISHARES CORE S&P 500 ETF | 464287200 | 550 | $341,495 | 0.05% |
| 111 | BRISTOL-MYERS SQUIBB | CELG-RI | 6,700 | $310,143 | 0.04% |
| 112 | CONSOLIDATED EDISON INC COM | ED | 3,000 | $301,050 | 0.04% |
| 113 | AMERIPRISE FINL INC COM | 03076C106 | 525 | $280,208 | 0.04% |
| 114 | ISHARES RUSSELL 1000 GROWTH ETF | 464287614 | 600 | $254,748 | 0.04% |
| 115 | DIAGEO PLC SPON ADR NEW | DGEAF | 2,500 | $252,100 | 0.04% |
| 116 | PAYCHEX INC COM | PAYX | 1,565 | $227,645 | 0.03% |
| 117 | GE VERNOVA INC COM | GEV | 409 | $216,422 | 0.03% |
| 118 | AMGEN INC COM | AMGN | 751 | $209,687 | 0.03% |
| 119 | PARKER-HANNIFIN CORP COM | PH | 300 | $209,541 | 0.03% |
| 120 | M&T BANK CORP | 55261F104 | 1,050 | $203,690 | 0.03% |