Wilkins Investment Counsel Inc Top Holdings and 13F Report (2024) About Wilkins Investment Counsel IncInvestment ActivityWilkins Investment Counsel Inc has $723.26 million in total holdings as of September 30, 2024.Wilkins Investment Counsel Inc owns shares of 124 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 4.15% of the portfolio was purchased this quarter.About 3.53% of the portfolio was sold this quarter.This quarter, Wilkins Investment Counsel Inc has purchased 127 new stocks and bought additional shares in 53 stocks.Wilkins Investment Counsel Inc sold shares of 44 stocks and completely divested from 5 stocks this quarter.Largest Holdings Newmont $32,424,534Merck & Co., Inc. $27,536,256Procter & Gamble $26,790,230Chubb $23,919,355Automatic Data Processing $23,369,295 Largest New Holdings this Quarter Philip Morris International $237,580 HoldingStryker $200,499 Holding Largest Purchases this Quarter Illumina 34,952 shares (about $4.56M)Walt Disney 46,993 shares (about $4.52M)United Parcel Service 30,822 shares (about $4.20M)Schlumberger 59,268 shares (about $2.49M)CORPAY INC 7,140 shares (about $2.23M) Largest Sales this Quarter C.H. Robinson Worldwide 73,580 shares (about $8.12M)F5 29,396 shares (about $6.47M)Intel 56,735 shares (about $1.33M)State Street 11,400 shares (about $1.01M)Autodesk 3,375 shares (about $929.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilkins Investment Counsel Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNEMNewmont$32,424,534$495,268 ▲1.6%606,6334.5%Basic MaterialsMRKMerck & Co., Inc.$27,536,256$351,922 ▼-1.3%242,4823.8%MedicalPGProcter & Gamble$26,790,230$538,652 ▼-2.0%154,6783.7%Consumer StaplesCBChubb$23,919,355$142,176 ▲0.6%82,9413.3%FinanceADPAutomatic Data Processing$23,369,295$46,767 ▲0.2%84,4483.2%Business ServicesIBMInternational Business Machines$22,237,111$96,612 ▲0.4%100,5843.1%Computer and TechnologyNVSNovartis$21,630,201$36,691 ▲0.2%188,0563.0%MedicalCTVACorteva$21,493,330$184,071 ▲0.9%365,5953.0%Consumer StaplesJNJJohnson & Johnson$20,845,616$1,224,363 ▲6.2%128,6292.9%MedicalMMM3M$20,570,069$326,986 ▼-1.6%150,4762.8%Multi-Sector ConglomeratesIFFInternational Flavors & Fragrances$20,451,696$109,022 ▲0.5%194,9082.8%Basic MaterialsWMBWilliams Companies$19,325,699$155,438 ▼-0.8%423,3452.7%Oils/EnergyMDTMedtronic$18,186,330$558,186 ▲3.2%202,0032.5%MedicalBPBP$17,319,903$583,069 ▲3.5%551,7652.4%Oils/EnergyUPSUnited Parcel Service$15,890,154$4,202,271 ▲36.0%116,5482.2%TransportationDDDuPont de Nemours$15,351,693$144,715 ▲1.0%172,2782.1%Basic MaterialsPEPPepsiCo$15,071,021$342,651 ▲2.3%88,6272.1%Consumer StaplesEMREmerson Electric$14,831,994$144,150 ▲1.0%135,6132.1%Industrial ProductsSYYSysco$14,425,722$227,389 ▲1.6%184,8032.0%Consumer StaplesFFIVF5$14,420,237$6,472,999 ▼-31.0%65,4872.0%Computer and TechnologyFTNTFortinet$14,101,770$92,362 ▲0.7%181,8411.9%Computer and TechnologyNTRSNorthern Trust$14,048,911$165,655 ▲1.2%156,0471.9%FinanceWYWeyerhaeuser$13,383,504$950,620 ▲7.6%395,2601.9%ConstructionILMNIllumina$13,201,665$4,558,090 ▲52.7%101,2321.8%MedicalSLBSchlumberger$12,868,876$2,486,293 ▲23.9%306,7671.8%Oils/EnergyBRK.BBerkshire Hathaway$12,799,831$184,104 ▲1.5%27,8101.8%FinanceFASTFastenal$12,635,126$81,205 ▼-0.6%176,9131.7%Retail/WholesaleCLColgate-Palmolive$11,194,767$62,182 ▲0.6%107,8391.5%Consumer StaplesINTCIntel$10,936,583$1,331,003 ▼-10.8%466,1801.5%Computer and TechnologyTXNTexas Instruments$10,882,934$90,891 ▼-0.8%52,6841.5%Computer and TechnologyMSFTMicrosoft$8,967,452$107,575 ▲1.2%20,8401.2%Computer and TechnologyFIFiserv$8,938,126$231,210 ▼-2.5%49,7531.2%Business ServicesAMTAmerican Tower$8,488,440$91,861 ▼-1.1%36,5001.2%FinanceCORPAY INC$8,238,098$2,233,106 ▲37.2%26,3401.1%StockITGartner$8,031,132$706,930 ▼-8.1%15,8481.1%Business ServicesPFEPfizer$7,638,250$199,194 ▲2.7%263,9341.1%MedicalXOMExxon Mobil$7,445,346$330,795 ▲4.6%63,5161.0%Oils/EnergyACNAccenture$7,174,584$8,130 ▼-0.1%20,2971.0%Computer and TechnologyTRMBTrimble$6,050,671$86,926 ▲1.5%97,4500.8%Industrial ProductsHSYHershey$5,683,976$70,383 ▼-1.2%29,6380.8%Consumer StaplesAAPLApple$5,683,569$55,920 ▲1.0%24,3930.8%Computer and TechnologyUNPUnion Pacific$5,155,869$375,882 ▲7.9%20,9180.7%TransportationJPMJPMorgan Chase & Co.$5,087,419$138,113 ▼-2.6%24,1270.7%FinanceDISWalt Disney$5,081,044$4,520,256 ▲806.1%52,8230.7%Consumer DiscretionaryGISGeneral Mills$4,294,008$79,389 ▲1.9%58,1450.6%Consumer StaplesCSCOCisco Systems$4,139,505$113,625 ▲2.8%77,7810.6%Computer and TechnologyABTAbbott Laboratories$3,161,269$148,213 ▼-4.5%27,7280.4%MedicalABBVAbbVie$3,126,503$202,417 ▼-6.1%15,8320.4%MedicalCLXClorox$2,823,882$133,586 ▲5.0%17,3340.4%Consumer StaplesNEENextEra Energy$2,786,531$6,340 ▼-0.2%32,9650.4%UtilitiesAZPNAspen Technology$2,748,341$80,244 ▲3.0%11,5080.4%Computer and TechnologyLLYEli Lilly and Company$2,696,801$159,469 ▲6.3%3,0440.4%MedicalAXPAmerican Express$2,666,438$292,896 ▼-9.9%9,8320.4%FinanceCOSTCostco Wholesale$2,445,022$29,255 ▼-1.2%2,7580.3%Retail/WholesaleCVXChevron$2,432,164$250,359 ▲11.5%16,5150.3%Oils/EnergyCOPConocoPhillips$2,378,2750.0%22,5900.3%Oils/EnergyKOCoca-Cola$2,346,732$142,355 ▼-5.7%32,6570.3%Consumer StaplesPSXPhillips 66$2,126,598$117,648 ▼-5.2%16,1780.3%Oils/EnergyCMCSAComcast$2,060,514$29,824 ▲1.5%49,3300.3%Consumer DiscretionaryCHRWC.H. Robinson Worldwide$1,948,031$8,121,027 ▼-80.7%17,6500.3%TransportationVVisa$1,787,725$54,990 ▼-3.0%6,5020.2%Business ServicesIQVIQVIA$1,773,720$1,335,326 ▲304.6%7,4850.2%MedicalMSMorgan Stanley$1,533,787$89,229 ▼-5.5%14,7140.2%FinanceKKellanova$1,424,532$211,864 ▼-12.9%17,6500.2%Consumer DiscretionaryHDHome Depot$1,401,1820.0%3,4580.2%Retail/WholesaleADSKAutodesk$1,393,929$929,745 ▼-40.0%5,0600.2%Computer and TechnologyANSSANSYS$1,378,075$7,966 ▼-0.6%4,3250.2%Computer and TechnologyTECHBio-Techne$1,370,000$267,765 ▲24.3%17,1400.2%MedicalRTXRTX$1,367,048$39,135 ▼-2.8%11,2830.2%AerospaceBKBank of New York Mellon$1,343,782$86,232 ▲6.9%18,7000.2%FinanceNSCNorfolk Southern$1,341,900$341,688 ▲34.2%5,4000.2%TransportationSTTState Street$1,322,627$1,008,558 ▼-43.3%14,9500.2%FinanceWMTWalmart$1,281,018$208,335 ▲19.4%15,8640.2%Retail/WholesaleCATCaterpillar$1,220,294$33,245 ▲2.8%3,1200.2%Industrial ProductsCIThe Cigna Group$1,211,501$91,114 ▲8.1%3,4970.2%MedicalFDXFedEx$1,154,930$60,210 ▲5.5%4,2200.2%TransportationVZVerizon Communications$1,142,241$1,123 ▼-0.1%25,4340.2%Computer and TechnologyGPCGenuine Parts$1,089,5040.0%7,8000.2%Retail/WholesaleDOVDover$1,064,157$95,870 ▼-8.3%5,5500.1%Industrial ProductsAPDAir Products and Chemicals$1,043,579$476,384 ▼-31.3%3,5050.1%Basic MaterialsDEDeere & Company$1,041,2380.0%2,4950.1%Industrial ProductsGEGeneral Electric$1,020,029$19,235 ▼-1.9%5,4090.1%TransportationMCDMcDonald's$971,0820.0%3,1890.1%Retail/WholesaleETNEaton$944,604$82,860 ▼-8.1%2,8500.1%Industrial ProductsITWIllinois Tool Works$852,2520.0%3,2520.1%Industrial ProductsCSXCSX$808,002$283,146 ▲53.9%23,4000.1%TransportationKMBKimberly-Clark$779,694$263,218 ▲51.0%5,4800.1%Consumer StaplesGOOGAlphabet$764,560$83,762 ▲12.3%4,5730.1%Computer and TechnologyUSBU.S. Bancorp$752,2590.0%16,4500.1%FinanceESEversource Energy$745,2840.0%10,9520.1%UtilitiesPPGPPG Industries$666,0090.0%5,0280.1%Basic MaterialsPNCThe PNC Financial Services Group$656,2180.0%3,5500.1%FinanceNVDANVIDIA$650,918$585,826 ▲900.0%5,3600.1%Computer and TechnologyDUKDuke Energy$641,645$48,426 ▲8.2%5,5650.1%UtilitiesSPYSPDR S&P 500 ETF Trust$628,8410.0%1,0960.1%FinanceAMZNAmazon.com$619,547$190,057 ▼-23.5%3,3250.1%Retail/WholesaleSHWSherwin-Williams$572,5050.0%1,5000.1%Basic MaterialsBDXBecton, Dickinson and Company$550,6720.0%2,2840.1%MedicalMCOMoody's$522,0490.0%1,1000.1%FinanceDEODiageo$520,6610.0%3,7100.1%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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