13F HOLDINGS REPORT

WILKINS INVESTMENT COUNSEL INC

Quarter ended Q4 2025 · Filed February 2, 2026 · Accession 0001276853-26-000002

Total Value

$685.9M

Positions

120

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (120)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	NEWMONT	NEMCL	456,955	$45.6M	6.65%
2	MERCK	MRK	250,356	$26.4M	3.84%
3	CHUBB LIMITED	CB	75,467	$23.6M	3.43%
4	INTERNATIONAL BUSINESS MACHINES	INTR	76,935	$22.8M	3.32%
5	3M	MMM	141,746	$22.7M	3.31%
6	CORTEVA	CTVA	316,292	$21.2M	3.09%
7	JOHNSON & JOHNSON	JNJ	98,950	$20.5M	2.99%
8	AUTOMATIC DATA PROCESSING	ADP	77,781	$20.0M	2.92%
9	PROCTER & GAMBLE	742718109	136,667	$19.6M	2.86%
10	NORTHERN TRUST	NTRSO	140,451	$19.2M	2.80%
11	MEDTRONIC	MDT	196,350	$18.9M	2.75%
12	WILLIAMS COS	969457100	311,440	$18.7M	2.73%
13	BP PLC	BPPFF	497,292	$17.3M	2.52%
14	ILLUMINA	ILMN	131,320	$17.2M	2.51%
15	NOVARTIS	NVSEF	116,412	$16.0M	2.34%
16	EMERSON ELECTRIC	EMR	117,923	$15.7M	2.28%
17	IQVIA	IQV	68,363	$15.4M	2.25%
18	PEPSICO	PEP	107,315	$15.4M	2.25%
19	INTERNATIONAL FLAVORS & FRAGRANCES	459506101	227,214	$15.3M	2.23%
20	UNITED PARCEL SERVICE	UPS	153,078	$15.2M	2.21%
21	SYSCO	SYY	182,977	$13.5M	1.97%
22	FORTINET	FTNT	152,044	$12.1M	1.76%
23	WEYERHAEUSER	WY	506,030	$12.0M	1.75%
24	SLB	SLB	287,584	$11.0M	1.61%
25	CORPAY INC	CPAY	34,001	$10.2M	1.49%
26	BERKSHIRE HATHAWAY CL B	BRK-A	18,334	$9.2M	1.34%
27	COLGATE-PALMOLIVE	CL	111,909	$8.8M	1.29%
28	TEXAS INSTRUMENTS	882508104	49,186	$8.5M	1.24%
29	FISERV	FISV	117,157	$7.9M	1.15%
30	QNITY ELECTRONICS	Q	93,463	$7.6M	1.11%
31	MICROSOFT	MSFT	15,642	$7.6M	1.10%
32	COPART	CPRT	191,295	$7.5M	1.09%
33	AMERICAN TOWER	03027X100	40,480	$7.1M	1.04%
34	DUPONT	DD	172,871	$6.9M	1.01%
35	FASTENAL	FAST	166,855	$6.7M	0.98%
36	F5 NETWORKS	FFIV	26,020	$6.6M	0.97%
37	WALT DISNEY	254687106	56,215	$6.4M	0.93%
38	EXXON MOBIL	XOM	51,320	$6.2M	0.90%
39	APPLE	AAPL	22,618	$6.1M	0.90%
40	J.P. MORGAN CHASE	VYLD	18,939	$6.1M	0.89%
41	BIO-TECHNE	TECH	103,268	$6.1M	0.89%
42	CISCO SYSTEMS	CSCO	73,702	$5.7M	0.83%
43	CLOROX	CLX	55,064	$5.6M	0.81%
44	HERSHEY COMPANY	HSY	29,330	$5.3M	0.78%
45	UNION PACIFIC	UNP	19,356	$4.5M	0.65%
46	PFIZER	PFE	179,355	$4.5M	0.65%
47	ACCENTURE	ACN	16,232	$4.4M	0.63%
48	ABBVIE	ABBV	14,392	$3.3M	0.48%
49	ELI LILLY	LLY	2,764	$3.0M	0.43%
50	ABBOTT LABS COM	ABLZF	23,253	$2.9M	0.42%
51	AMERICAN EXPRESS CO COM	AXP	7,832	$2.9M	0.42%
52	NEXTERA ENERGY INC COM	NEE-PW	29,985	$2.4M	0.35%
53	CHEVRON	CVX	14,954	$2.3M	0.33%
54	GENERAL MILLS	370334104	48,350	$2.2M	0.33%
55	CATERPILLAR	CAT	3,783	$2.2M	0.32%
56	BANK NEW YORK MELLON CORP COM	064058100	18,545	$2.2M	0.31%
57	COCA COLA	KO	30,320	$2.1M	0.31%
58	VISA	V	5,961	$2.1M	0.30%
59	TRIMBLE	TRMB	26,250	$2.1M	0.30%
60	MORGAN STANLEY COM NEW	MS-PQ	11,299	$2.0M	0.29%
61	STATE STREET	STT-PG	14,950	$1.9M	0.28%
62	DEERE & CO COM	DE	4,095	$1.9M	0.28%
63	WAL-MART STORES	WMT	16,531	$1.8M	0.27%
64	CONOCOPHILLIPS	COP	19,625	$1.8M	0.27%
65	PHILLIPS 66	PSX	14,118	$1.8M	0.27%
66	GENERAL ELECTRIC	369604301	5,496	$1.7M	0.25%
67	NORFOLK SOUTHERN	655844108	5,562	$1.6M	0.23%
68	RAYTHEON TECHNOLOGIES	RTX	7,925	$1.5M	0.21%
69	ALPHABET CL C	GOOG	4,523	$1.4M	0.21%
70	AUTODESK	ADSK	4,335	$1.3M	0.19%
71	CSX CORP COM	CSX	34,600	$1.3M	0.18%
72	GARTNER	IT	4,947	$1.2M	0.18%
73	NVIDIA CORPORATION COM	NVDA	5,845	$1.1M	0.16%
74	EATON CORP PLC SHS	ETN	3,191	$1.0M	0.15%
75	STATE STR SPDR S&P 500 ETF TR TR UNIT	SPY	1,453	$990,830	0.14%
76	COMCAST CORP	CCZ	29,676	$887,016	0.13%
77	EVERSOURCE ENERGY	ES	13,145	$885,053	0.13%
78	HOME DEPOT	HD	2,458	$845,798	0.12%
79	GENUINE PARTS CO COM	GPC	6,800	$836,128	0.12%
80	MCDONALD'S	MCD	2,650	$809,920	0.12%
81	VERIZON	VZ	19,809	$806,821	0.12%
82	DOVER CORP COM	DOV	3,850	$751,674	0.11%
83	THE CIGNA GROUP COM	125523100	2,472	$680,369	0.10%
84	AMAZON	AMZN	2,933	$676,995	0.10%
85	UNITEDHEALTH GROUP INC COM	UNH	2,025	$668,473	0.10%
86	ILLINOIS TOOL WORKS	452308109	2,602	$640,873	0.09%
87	KIMBERLY-CLARK CORP COM	KMB	6,335	$639,138	0.09%
88	PNC FINL SVCS GROUP INC COM	693475105	3,040	$634,539	0.09%
89	DUKE ENERGY	DUKB	5,309	$622,268	0.09%
90	MOODYS CORP COM	MCO	1,100	$561,935	0.08%
91	MASTERCARD INCORPORATED CL A	MA	975	$556,608	0.08%
92	HONEYWELL INTERNATIONAL	438516106	2,840	$554,056	0.08%
93	COSTCO	22160K105	610	$526,027	0.08%
94	TRUIST FINL CORP COM	89832Q109	9,975	$490,870	0.07%
95	AT&T	T-PC	19,441	$482,914	0.07%
96	ORACLE	ORCL-PD	2,300	$448,293	0.07%
97	SOUTHERN	SOMN	5,100	$444,720	0.06%
98	SHERWIN WILLIAMS	SHW	1,325	$429,340	0.06%
99	LOWE'S COMPANIES	548661107	1,733	$417,930	0.06%
100	VANGUARD RUSSELL 1000 ETF	92206C730	1,340	$414,114	0.06%
101	SPDR S&P MIDCAP 400 ETF TRUST	MDY	650	$392,132	0.06%
102	ISHARES CORE S&P 500 ETF	464287200	550	$376,717	0.05%
103	BRISTOL-MYERS SQUIBB	CELG-RI	6,700	$361,398	0.05%
104	TRANE TECHNOLOGIES PLC SHS	TT	893	$347,556	0.05%
105	PPG INDS INC COM	693506107	3,383	$346,622	0.05%
106	PHILIP MORRIS INTL INC COM	718172109	2,082	$333,953	0.05%
107	GALLAGHER ARTHUR J & CO COM	363576109	1,185	$306,666	0.04%
108	CONSOLIDATED EDISON INC COM	ED	3,000	$297,960	0.04%
109	GE VERNOVA INC COM	GEV	409	$267,310	0.04%
110	PARKER-HANNIFIN CORP COM	PH	300	$263,688	0.04%
111	AMERIPRISE FINL INC COM	03076C106	525	$257,429	0.04%
112	AMGEN INC COM	AMGN	751	$245,810	0.04%
113	ALPHABET INC CAP STK CL A	GOOG	769	$240,697	0.04%
114	ISHARES RUSSELL 1000 GROWTH ETF	464287614	500	$236,650	0.03%
115	ISHARES SEMICONDUCTOR ETF	464287523	750	$225,863	0.03%
116	DIAGEO PLC SPON ADR NEW	DGEAF	2,500	$215,675	0.03%
117	INVESCO QQQ TRUST SERIES I	IVZ	350	$215,009	0.03%
118	M&T BANK CORP	55261F104	1,050	$211,554	0.03%
119	NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS	670699107	7,146	$203,804	0.03%
120	ISHARES S&P MID CAP 400 INDEX	464287507	3,075	$202,950	0.03%