13F HOLDINGS REPORT
WILKINS INVESTMENT COUNSEL INC
Quarter ended Q3 2025 · Filed October 30, 2025 · Accession 0001276853-25-000013
Total Value
$706.1M
Positions
122
Other Managers
0
Confidential Omitted
No
Holdings (122)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NEWMONT | NEMCL | 545,640 | $46.0M | 6.52% |
| 2 | INTERNATIONAL BUSINESS MACHINES | INTR | 84,743 | $23.9M | 3.39% |
| 3 | 3M | MMM | 150,685 | $23.4M | 3.31% |
| 4 | AUTOMATIC DATA PROCESSING | ADP | 76,536 | $22.5M | 3.18% |
| 5 | WILLIAMS COS | 969457100 | 353,705 | $22.4M | 3.17% |
| 6 | MERCK | MRK | 266,707 | $22.4M | 3.17% |
| 7 | CHUBB LIMITED | CB | 77,492 | $21.9M | 3.10% |
| 8 | CORTEVA | CTVA | 321,502 | $21.7M | 3.08% |
| 9 | PROCTER & GAMBLE | 742718109 | 138,667 | $21.3M | 3.02% |
| 10 | JOHNSON & JOHNSON | JNJ | 112,933 | $20.9M | 2.97% |
| 11 | MEDTRONIC | MDT | 212,681 | $20.3M | 2.87% |
| 12 | NORTHERN TRUST | NTRSO | 144,181 | $19.4M | 2.75% |
| 13 | BP PLC | BPPFF | 525,757 | $18.1M | 2.57% |
| 14 | NOVARTIS | NVSEF | 133,977 | $17.2M | 2.43% |
| 15 | EMERSON ELECTRIC | EMR | 129,333 | $17.0M | 2.40% |
| 16 | PEPSICO | PEP | 108,600 | $15.3M | 2.16% |
| 17 | SYSCO | SYY | 184,052 | $15.2M | 2.15% |
| 18 | UNITED PARCEL SERVICE | UPS | 168,435 | $14.1M | 1.99% |
| 19 | INTERNATIONAL FLAVORS & FRAGRANCES | 459506101 | 225,909 | $13.9M | 1.97% |
| 20 | BERKSHIRE HATHAWAY CL B | BRK-A | 27,434 | $13.8M | 1.95% |
| 21 | IQVIA | IQV | 71,974 | $13.7M | 1.94% |
| 22 | ILLUMINA | ILMN | 142,235 | $13.5M | 1.91% |
| 23 | FORTINET | FTNT | 156,284 | $13.1M | 1.86% |
| 24 | DUPONT | DD | 165,718 | $12.9M | 1.83% |
| 25 | WEYERHAEUSER | WY | 444,505 | $11.0M | 1.56% |
| 26 | SLB | SLB | 317,822 | $10.9M | 1.55% |
| 27 | MICROSOFT | MSFT | 20,351 | $10.5M | 1.49% |
| 28 | CORPAY INC | CPAY | 35,951 | $10.4M | 1.47% |
| 29 | FISERV | FISV | 78,678 | $10.1M | 1.44% |
| 30 | F5 NETWORKS | FFIV | 30,455 | $9.8M | 1.39% |
| 31 | FASTENAL | FAST | 194,860 | $9.6M | 1.35% |
| 32 | TEXAS INSTRUMENTS | 882508104 | 50,186 | $9.2M | 1.31% |
| 33 | COLGATE-PALMOLIVE | CL | 109,339 | $8.7M | 1.24% |
| 34 | AMERICAN TOWER | 03027X100 | 36,255 | $7.0M | 0.99% |
| 35 | WALT DISNEY | 254687106 | 57,905 | $6.6M | 0.94% |
| 36 | J.P. MORGAN CHASE | VYLD | 19,299 | $6.1M | 0.86% |
| 37 | APPLE | AAPL | 22,918 | $5.8M | 0.83% |
| 38 | EXXON MOBIL | XOM | 51,345 | $5.8M | 0.82% |
| 39 | HERSHEY COMPANY | HSY | 29,630 | $5.5M | 0.78% |
| 40 | BIO-TECHNE | TECH | 95,623 | $5.3M | 0.75% |
| 41 | CISCO SYSTEMS | CSCO | 75,302 | $5.2M | 0.73% |
| 42 | PFIZER | PFE | 199,360 | $5.1M | 0.72% |
| 43 | UNION PACIFIC | UNP | 19,056 | $4.5M | 0.64% |
| 44 | ACCENTURE | ACN | 16,787 | $4.1M | 0.59% |
| 45 | COPART INC COM | CPRT | 84,910 | $3.8M | 0.54% |
| 46 | GARTNER | IT | 13,548 | $3.6M | 0.50% |
| 47 | ABBVIE | ABBV | 14,392 | $3.3M | 0.47% |
| 48 | ABBOTT LABS COM | ABLZF | 23,253 | $3.1M | 0.44% |
| 49 | AMERICAN EXPRESS CO COM | AXP | 7,907 | $2.6M | 0.37% |
| 50 | GENERAL MILLS | 370334104 | 50,964 | $2.6M | 0.36% |
| 51 | CHEVRON | CVX | 14,954 | $2.3M | 0.33% |
| 52 | NEXTERA ENERGY INC COM | NEE-PW | 29,985 | $2.3M | 0.32% |
| 53 | TRIMBLE | TRMB | 26,900 | $2.2M | 0.31% |
| 54 | ELI LILLY | LLY | 2,842 | $2.2M | 0.31% |
| 55 | COSTCO | 22160K105 | 2,335 | $2.2M | 0.31% |
| 56 | VISA | V | 6,186 | $2.1M | 0.30% |
| 57 | PHILLIPS 66 | PSX | 15,118 | $2.1M | 0.29% |
| 58 | CONOCOPHILLIPS | COP | 21,625 | $2.0M | 0.29% |
| 59 | BANK NEW YORK MELLON CORP COM | 064058100 | 18,600 | $2.0M | 0.29% |
| 60 | COCA COLA | KO | 30,545 | $2.0M | 0.29% |
| 61 | CLOROX | CLX | 15,704 | $1.9M | 0.27% |
| 62 | DEERE & CO COM | DE | 4,095 | $1.9M | 0.27% |
| 63 | IBOTTA INC CLASS A COM SHS | IBTA | 66,027 | $1.8M | 0.26% |
| 64 | CATERPILLAR | CAT | 3,851 | $1.8M | 0.26% |
| 65 | MORGAN STANLEY COM NEW | MS-PQ | 11,299 | $1.8M | 0.25% |
| 66 | HOME DEPOT | HD | 4,295 | $1.7M | 0.25% |
| 67 | GENERAL ELECTRIC | 369604301 | 5,776 | $1.7M | 0.25% |
| 68 | WAL-MART STORES | WMT | 16,856 | $1.7M | 0.25% |
| 69 | STATE STREET | STT-PG | 14,950 | $1.7M | 0.25% |
| 70 | NORFOLK SOUTHERN | 655844108 | 5,562 | $1.7M | 0.24% |
| 71 | COMCAST CORP | CCZ | 49,176 | $1.5M | 0.22% |
| 72 | AUTODESK | ADSK | 4,335 | $1.4M | 0.20% |
| 73 | RAYTHEON TECHNOLOGIES | RTX | 7,925 | $1.3M | 0.19% |
| 74 | KELLANOVA COM | BEKE | 15,725 | $1.3M | 0.18% |
| 75 | CSX CORP COM | CSX | 34,600 | $1.2M | 0.17% |
| 76 | EATON CORP PLC SHS | ETN | 3,231 | $1.2M | 0.17% |
| 77 | ALPHABET CL C | GOOG | 4,523 | $1.1M | 0.16% |
| 78 | NVIDIA CORPORATION COM | NVDA | 5,845 | $1.1M | 0.15% |
| 79 | SPDR S&P 500 ETF TRUST | SPY | 1,499 | $998,604 | 0.14% |
| 80 | FEDEX CORP COM | FDX | 4,220 | $995,118 | 0.14% |
| 81 | GENUINE PARTS CO COM | GPC | 6,800 | $942,480 | 0.13% |
| 82 | EVERSOURCE ENERGY | ES | 13,145 | $935,135 | 0.13% |
| 83 | MCDONALD'S | MCD | 3,034 | $922,002 | 0.13% |
| 84 | VERIZON | VZ | 19,809 | $870,606 | 0.12% |
| 85 | US BANCORP | USB-PS | 16,450 | $795,029 | 0.11% |
| 86 | KIMBERLY-CLARK CORP COM | KMB | 6,335 | $787,694 | 0.11% |
| 87 | UNITEDHEALTH GROUP INC COM | UNH | 2,215 | $764,840 | 0.11% |
| 88 | THE CIGNA GROUP COM | 125523100 | 2,642 | $761,557 | 0.11% |
| 89 | AMAZON | AMZN | 3,433 | $753,784 | 0.11% |
| 90 | ILLINOIS TOOL WORKS | 452308109 | 2,602 | $678,498 | 0.10% |
| 91 | ORACLE | ORCL-PD | 2,300 | $646,852 | 0.09% |
| 92 | DOVER CORP COM | DOV | 3,850 | $642,296 | 0.09% |
| 93 | DUKE ENERGY | DUKB | 5,169 | $639,664 | 0.09% |
| 94 | PNC FINL SVCS GROUP INC COM | 693475105 | 3,040 | $610,827 | 0.09% |
| 95 | HONEYWELL INTERNATIONAL | 438516106 | 2,840 | $597,820 | 0.08% |
| 96 | AT&T | T-PC | 20,175 | $569,742 | 0.08% |
| 97 | MASTERCARD INCORPORATED CL A | MA | 975 | $554,590 | 0.08% |
| 98 | MOODYS CORP COM | MCO | 1,100 | $524,128 | 0.07% |
| 99 | SOUTHERN | SOMN | 5,100 | $483,327 | 0.07% |
| 100 | SHERWIN WILLIAMS | SHW | 1,325 | $458,795 | 0.06% |
| 101 | TRUIST FINL CORP COM | 89832Q109 | 9,975 | $456,057 | 0.06% |
| 102 | LOWE'S COMPANIES | 548661107 | 1,733 | $435,520 | 0.06% |
| 103 | VANGUARD RUSSELL 1000 ETF | 92206C730 | 1,340 | $405,149 | 0.06% |
| 104 | SPDR S&P MIDCAP 400 ETF TRUST | MDY | 650 | $387,420 | 0.05% |
| 105 | TRANE TECHNOLOGIES PLC SHS | TT | 893 | $376,810 | 0.05% |
| 106 | ISHARES CORE S&P 500 ETF | 464287200 | 550 | $368,115 | 0.05% |
| 107 | GALLAGHER ARTHUR J & CO COM | 363576109 | 1,185 | $367,042 | 0.05% |
| 108 | PPG INDS INC COM | 693506107 | 3,383 | $355,587 | 0.05% |
| 109 | PHILIP MORRIS INTL INC COM | 718172109 | 2,082 | $337,700 | 0.05% |
| 110 | BRISTOL-MYERS SQUIBB | CELG-RI | 6,700 | $302,170 | 0.04% |
| 111 | CONSOLIDATED EDISON INC COM | ED | 3,000 | $301,560 | 0.04% |
| 112 | AMERIPRISE FINL INC COM | 03076C106 | 525 | $257,906 | 0.04% |
| 113 | GE VERNOVA INC COM | GEV | 409 | $251,494 | 0.04% |
| 114 | DIAGEO PLC SPON ADR NEW | DGEAF | 2,500 | $238,575 | 0.03% |
| 115 | ISHARES RUSSELL 1000 GROWTH ETF | 464287614 | 500 | $234,205 | 0.03% |
| 116 | PARKER-HANNIFIN CORP COM | PH | 300 | $227,445 | 0.03% |
| 117 | AMGEN INC COM | AMGN | 751 | $211,932 | 0.03% |
| 118 | INVESCO QQQ TRUST SERIES I | IVZ | 350 | $210,130 | 0.03% |
| 119 | M&T BANK CORP | 55261F104 | 1,050 | $207,501 | 0.03% |
| 120 | LOCKHEED MARTIN CORP COM | LMT | 409 | $204,177 | 0.03% |
| 121 | ISHARES SEMICONDUCTOR ETF | 464287523 | 750 | $203,340 | 0.03% |
| 122 | ISHARES S&P MID CAP 400 INDEX | 464287507 | 3,075 | $200,675 | 0.03% |