Wilkins Investment Counsel Inc Top Holdings and 13F Report (2025) About Wilkins Investment Counsel IncInvestment ActivityWilkins Investment Counsel Inc has $691.65 million in total holdings as of December 31, 2024.Wilkins Investment Counsel Inc owns shares of 128 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 2.63% of the portfolio was purchased this quarter.About 2.77% of the portfolio was sold this quarter.This quarter, Wilkins Investment Counsel Inc has purchased 124 new stocks and bought additional shares in 34 stocks.Wilkins Investment Counsel Inc sold shares of 60 stocks and completely divested from 2 stocks this quarter.Largest Holdings Procter & Gamble $25,635,362Automatic Data Processing $24,752,371Merck & Co., Inc. $24,204,678Chubb $22,678,980Newmont $22,385,857 Largest New Holdings this Quarter Mastercard $513,406 HoldingSPDR S&P MidCap 400 ETF Trust $370,227 HoldingAlphabet $286,222 HoldingIBOTTA INC CLASS A COM SHS $242,748 HoldingiShares Select Dividend ETF $213,346 Holding Largest Purchases this Quarter IQVIA 47,172 shares (about $9.27M)PepsiCo 5,904 shares (about $897.76K)United Parcel Service 7,080 shares (about $892.79K)Deere & Company 1,710 shares (about $724.53K)Walt Disney 5,809 shares (about $646.83K) Largest Sales this Quarter Intel 208,009 shares (about $4.17M)Williams Companies 42,745 shares (about $2.31M)Novartis 21,274 shares (about $2.07M)Trimble 13,900 shares (about $982.17K)Fastenal 11,901 shares (about $855.80K) 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 PortfolioSectorPGProcter & Gamble$25,635,362$296,405 ▼-1.1%152,9103.7%Consumer StaplesADPAutomatic Data Processing$24,752,371$31,908 ▲0.1%84,5573.6%Business ServicesMRKMerck & Co., Inc.$24,204,678$82,568 ▲0.3%243,3123.5%MedicalCBChubb$22,678,980$237,618 ▼-1.0%82,0813.3%FinanceNEMNewmont$22,385,857$193,023 ▼-0.9%601,4473.2%Basic MaterialsIBMInternational Business Machines$21,769,325$342,055 ▼-1.5%99,0283.1%Computer and TechnologyCTVACorteva$20,689,011$135,280 ▼-0.6%363,2203.0%Consumer StaplesWMBWilliams Companies$20,598,072$2,313,359 ▼-10.1%380,6003.0%Oils/EnergyMMM3M$19,322,191$102,756 ▼-0.5%149,6802.8%Multi-Sector ConglomeratesJNJJohnson & Johnson$18,204,766$397,560 ▼-2.1%125,8802.6%MedicalFTNTFortinet$16,871,105$309,233 ▼-1.8%178,5682.4%Computer and TechnologyEMREmerson Electric$16,812,592$6,073 ▲0.0%135,6622.4%Industrial ProductsIFFInternational Flavors & Fragrances$16,516,166$36,695 ▲0.2%195,3422.4%Basic MaterialsNVSNovartis$16,229,556$2,070,173 ▼-11.3%166,7822.3%MedicalMDTMedtronic$16,189,519$53,520 ▲0.3%202,6732.3%MedicalBPBP$16,018,387$291,787 ▼-1.8%541,8942.3%Oils/EnergyFFIVF5$15,999,779$468,237 ▼-2.8%63,6252.3%Computer and TechnologyNTRSNorthern Trust$15,966,015$28,803 ▼-0.2%155,7662.3%FinanceUPSUnited Parcel Service$15,589,491$892,788 ▲6.1%123,6282.3%TransportationPEPPepsiCo$14,374,384$897,762 ▲6.7%94,5312.1%Consumer StaplesSYYSysco$14,133,402$3,364 ▲0.0%184,8472.0%Consumer StaplesILMNIllumina$13,548,211$20,579 ▲0.2%101,3862.0%MedicalDDDuPont de Nemours$12,943,666$192,531 ▼-1.5%169,7531.9%Basic MaterialsBRK.BBerkshire Hathaway$12,577,613$28,103 ▼-0.2%27,7481.8%FinanceSLBSchlumberger$12,304,533$543,086 ▲4.6%320,9321.8%Oils/EnergyFASTFastenal$11,866,013$855,801 ▼-6.7%165,0121.7%Retail/WholesaleWYWeyerhaeuser$11,080,938$45,631 ▼-0.4%393,6391.6%ConstructionIQVIQVIA$10,740,647$9,269,770 ▲630.2%54,6571.6%MedicalCLColgate-Palmolive$9,762,734$40,910 ▼-0.4%107,3891.4%Consumer StaplesFIFiserv$9,673,844$546,417 ▼-5.3%47,0931.4%Business ServicesTXNTexas Instruments$9,580,073$298,703 ▼-3.0%51,0911.4%Computer and TechnologyCORPAY INC$9,254,095$340,112 ▲3.8%27,3451.3%StockMSFTMicrosoft$8,304,393$479,667 ▼-5.5%19,7021.2%Computer and TechnologyITGartner$7,622,167$55,714 ▼-0.7%15,7331.1%Business ServicesACNAccenture$7,183,200$42,918 ▲0.6%20,4191.0%Computer and TechnologyPFEPfizer$6,862,940$139,229 ▼-2.0%258,6861.0%MedicalAMTAmerican Tower$6,614,682$79,783 ▼-1.2%36,0651.0%FinanceDISWalt Disney$6,528,673$646,832 ▲11.0%58,6320.9%Consumer DiscretionaryAAPLApple$6,432,789$324,294 ▲5.3%25,6880.9%Computer and TechnologyXOMExxon Mobil$6,362,228$470,188 ▼-6.9%59,1450.9%Oils/EnergyTRMBTrimble$5,903,643$982,174 ▼-14.3%83,5500.9%Industrial ProductsJPMJPMorgan Chase & Co.$5,416,247$367,236 ▼-6.3%22,5950.8%FinanceINTCIntel$5,176,329$4,170,581 ▼-44.6%258,1710.7%Computer and TechnologyHSYHershey$4,998,027$21,169 ▼-0.4%29,5130.7%Consumer StaplesUNPUnion Pacific$4,889,862$119,721 ▲2.5%21,4430.7%TransportationCSCOCisco Systems$4,495,174$109,461 ▼-2.4%75,9320.6%Computer and TechnologyGISGeneral Mills$3,669,007$38,900 ▼-1.0%57,5350.5%Consumer StaplesAZPNAspen Technology$2,872,7420.0%11,5080.4%Computer and TechnologyABTAbbott Laboratories$2,866,660$269,654 ▼-8.6%25,3440.4%MedicalLLYEli Lilly and Company$2,816,256$466,288 ▲19.8%3,6480.4%MedicalABBVAbbVie$2,804,461$8,885 ▼-0.3%15,7820.4%MedicalCLXClorox$2,798,162$17,053 ▼-0.6%17,2290.4%Consumer StaplesAXPAmerican Express$2,624,217$293,822 ▼-10.1%8,8420.4%FinanceCOSTCostco Wholesale$2,395,130$131,943 ▼-5.2%2,6140.3%Retail/WholesaleNEENextEra Energy$2,363,2610.0%32,9650.3%UtilitiesCOPConocoPhillips$2,340,511$100,261 ▲4.5%23,6010.3%Oils/EnergyKOCoca-Cola$2,030,672$2,553 ▼-0.1%32,6160.3%Consumer StaplesCVXChevron$2,019,794$372,239 ▼-15.6%13,9450.3%Oils/EnergyVVisa$1,972,090$82,802 ▼-4.0%6,2400.3%Business ServicesPSXPhillips 66$1,885,428$42,268 ▲2.3%16,5490.3%Oils/EnergyCMCSAComcast$1,851,3550.0%49,3300.3%Consumer DiscretionaryMSMorgan Stanley$1,837,272$12,572 ▼-0.7%14,6140.3%FinanceCHRWC.H. Robinson Worldwide$1,806,550$17,048 ▼-0.9%17,4850.3%TransportationDEDeere & Company$1,781,659$724,527 ▲68.5%4,2050.3%Industrial ProductsTECHBio-Techne$1,728,000$493,406 ▲40.0%23,9900.2%MedicalCATCaterpillar$1,548,985$417,174 ▲36.9%4,2700.2%Industrial ProductsANSSANSYS$1,458,9520.0%4,3250.2%Computer and TechnologyBKBank of New York Mellon$1,436,7210.0%18,7000.2%FinanceSTTState Street$1,428,083$39,260 ▼-2.7%14,5500.2%FinanceKKellanova$1,410,902$18,218 ▼-1.3%17,4250.2%Consumer DiscretionaryWMTWalmart$1,372,778$60,535 ▼-4.2%15,1940.2%Retail/WholesaleHDHome Depot$1,345,1270.0%3,4580.2%Retail/WholesaleRTXRTX$1,289,931$15,738 ▼-1.2%11,1470.2%AerospaceADSKAutodesk$1,288,685$206,899 ▼-13.8%4,3600.2%Computer and TechnologyNSCNorfolk Southern$1,261,513$5,868 ▼-0.5%5,3750.2%TransportationFDXFedEx$1,187,2130.0%4,2200.2%TransportationVZVerizon Communications$1,025,104$7,998 ▲0.8%25,6340.1%Computer and TechnologyCSXCSX$1,000,370$245,252 ▲32.5%31,0000.1%TransportationDOVDover$984,900$56,280 ▼-5.4%5,2500.1%Industrial ProductsETNEaton$984,326$38,497 ▲4.1%2,9660.1%Industrial ProductsCIThe Cigna Group$965,6620.0%3,4970.1%MedicalAPDAir Products and Chemicals$929,578$87,012 ▼-8.6%3,2050.1%Basic MaterialsMCDMcDonald's$924,4590.0%3,1890.1%Retail/WholesaleGEGeneral Electric$902,1670.0%5,4090.1%TransportationGOOGAlphabet$870,8820.0%4,5730.1%Computer and TechnologyKMBKimberly-Clark$843,242$125,143 ▲17.4%6,4350.1%Consumer StaplesNVDANVIDIA$812,455$92,660 ▲12.9%6,0500.1%Computer and TechnologyGPCGenuine Parts$793,968$116,760 ▼-12.8%6,8000.1%Retail/WholesaleUSBU.S. Bancorp$786,8040.0%16,4500.1%FinanceAMZNAmazon.com$753,166$23,694 ▲3.2%3,4330.1%Retail/WholesalePNCThe PNC Financial Services Group$684,6180.0%3,5500.1%FinanceITWIllinois Tool Works$659,763$164,814 ▼-20.0%2,6020.1%Industrial ProductsSPYSPDR S&P 500 ETF Trust$642,3440.0%1,0960.1%FinanceESEversource Energy$624,551$4,422 ▼-0.7%10,8750.1%UtilitiesDUKDuke Energy$599,5730.0%5,5650.1%UtilitiesHONHoneywell International$548,913$84,709 ▲18.2%2,4300.1%Multi-Sector ConglomeratesMCOMoody's$520,7070.0%1,1000.1%FinanceMAMastercard$513,406$513,406 ▲New Holding9750.1%Business ServicesSHWSherwin-Williams$509,8950.0%1,5000.1%Basic MaterialsDEODiageo$458,939$12,713 ▼-2.7%3,6100.1%Consumer StaplesShowing largest 100 holdings. 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