Q4 2024 · 13F-HR
WILKINS INVESTMENT COUNSEL INCholdings as filed
Filed 2025-02-11 · accession 0001276853-25-000002
$691.6M
Reported value
128
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 742718109 | PG | PROCTER & GAMBLE | $25.6M | 3.71% | 152,910 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING | $24.8M | 3.58% | 84,557 | Common | NONE |
| 58933Y105 | MRK | MERCK | $24.2M | 3.50% | 243,312 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $22.7M | 3.28% | 82,081 | Common | NONE |
| 651639106 | NEM | NEWMONT | $22.4M | 3.24% | 601,447 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHINES | $21.8M | 3.15% | 99,028 | Common | NONE |
| 22052L104 | CTVA | CORTEVA | $20.7M | 2.99% | 363,220 | Common | NONE |
| 969457100 | WMB | WILLIAMS COS | $20.6M | 2.98% | 380,600 | Common | NONE |
| 88579Y101 | MMM | 3M | $19.3M | 2.79% | 149,680 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $18.2M | 2.63% | 125,880 | Common | NONE |
| 34959E109 | FTNT | FORTINET | $16.9M | 2.44% | 178,568 | Common | NONE |
| 291011104 | EMR | EMERSON ELECTRIC | $16.8M | 2.43% | 135,662 | Common | NONE |
| 459506101 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES | $16.5M | 2.39% | 195,342 | Common | NONE |
| 66987V109 | NVS | NOVARTIS | $16.2M | 2.35% | 166,782 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC | $16.2M | 2.34% | 202,673 | Common | NONE |
| 055622104 | BP | BP PLC | $16.0M | 2.32% | 541,894 | Common | NONE |
| 315616102 | FFIV | F5 NETWORKS | $16.0M | 2.31% | 63,625 | Common | NONE |
| 665859104 | NTRS | NORTHERN TRUST | $16.0M | 2.31% | 155,766 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SERVICE | $15.6M | 2.25% | 123,628 | Common | NONE |
| 713448108 | PEP | PEPSICO | $14.4M | 2.08% | 94,531 | Common | NONE |
| 871829107 | SYY | SYSCO | $14.1M | 2.04% | 184,847 | Common | NONE |
| 452327109 | ILMN | ILLUMINA | $13.5M | 1.96% | 101,386 | Common | NONE |
| 26614N102 | DD | DUPONT | $12.9M | 1.87% | 169,753 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY CL B | $12.6M | 1.82% | 27,748 | Common | NONE |
| 806857108 | SLB | SLB | $12.3M | 1.78% | 320,932 | Common | NONE |
| 311900104 | FAST | FASTENAL | $11.9M | 1.72% | 165,012 | Common | NONE |
| 962166104 | WY | WEYERHAEUSER | $11.1M | 1.60% | 393,639 | Common | NONE |
| 46266C105 | IQV | IQVIA | $10.7M | 1.55% | 54,657 | Common | NONE |
| 194162103 | CL | COLGATE-PALMOLIVE | $9.8M | 1.41% | 107,389 | Common | NONE |
| 337738108 | FISV | FISERV | $9.7M | 1.40% | 47,093 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $9.6M | 1.39% | 51,091 | Common | NONE |
| 219948106 | CPAY | CORPAY INC | $9.3M | 1.34% | 27,345 | Common | NONE |
| 594918104 | MSFT | MICROSOFT | $8.3M | 1.20% | 19,702 | Common | NONE |
| 366651107 | IT | GARTNER | $7.6M | 1.10% | 15,733 | Common | NONE |
| G1151C101 | ACN | ACCENTURE | $7.2M | 1.04% | 20,419 | Common | NONE |
| 717081103 | PFE | PFIZER | $6.9M | 0.99% | 258,686 | Common | NONE |
| 03027X100 | AMT | AMERICAN TOWER | $6.6M | 0.96% | 36,065 | Common | NONE |
| 254687106 | DIS | WALT DISNEY | $6.5M | 0.94% | 58,632 | Common | NONE |
| 037833100 | AAPL | APPLE | $6.4M | 0.93% | 25,688 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL | $6.4M | 0.92% | 59,145 | Common | NONE |
| 896239100 | TRMB | TRIMBLE | $5.9M | 0.85% | 83,550 | Common | NONE |
| 46625H100 | JPM | J.P. MORGAN CHASE | $5.4M | 0.78% | 22,595 | Common | NONE |
| 458140100 | INTC | INTEL | $5.2M | 0.75% | 258,171 | Common | NONE |
| 427866108 | HSY | HERSHEY COMPANY | $5.0M | 0.72% | 29,513 | Common | NONE |
| 907818108 | UNP | UNION PACIFIC | $4.9M | 0.71% | 21,443 | Common | NONE |
| 17275R102 | CSCO | CISCO SYSTEMS | $4.5M | 0.65% | 75,932 | Common | NONE |
| 370334104 | GIS | GENERAL MILLS | $3.7M | 0.53% | 57,535 | Common | NONE |
| 29109X106 | AZPN1USD | ASPEN TECHNOLOGY | $2.9M | 0.42% | 11,508 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS COM | $2.9M | 0.41% | 25,344 | Common | NONE |
| 532457108 | LLY | ELI LILLY | $2.8M | 0.41% | 3,648 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE | $2.8M | 0.41% | 15,782 | Common | NONE |
| 189054109 | CLX | CLOROX | $2.8M | 0.40% | 17,229 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO COM | $2.6M | 0.38% | 8,842 | Common | NONE |
| 22160K105 | COST | COSTCO | $2.4M | 0.35% | 2,614 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY | $2.4M | 0.34% | 32,965 | Common | NONE |
| 20825C104 | COP | CONOCOPHILLIPS | $2.3M | 0.34% | 23,601 | Common | NONE |
| 191216100 | KO | COCA COLA | $2.0M | 0.29% | 32,616 | Common | NONE |
| 166764100 | CVX | CHEVRON | $2.0M | 0.29% | 13,945 | Common | NONE |
| 92826C839 | V | VISA | $2.0M | 0.29% | 6,240 | Common | NONE |
| 718546104 | PSX | PHILLIPS 66 | $1.9M | 0.27% | 16,549 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP | $1.9M | 0.27% | 49,330 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY COM NEW | $1.8M | 0.27% | 14,614 | Common | NONE |
| 12541W209 | CHRW | C. H. ROBINSON WORLDWIDE | $1.8M | 0.26% | 17,485 | Common | NONE |
| 244199105 | DE | DEERE & CO COM | $1.8M | 0.26% | 4,205 | Common | NONE |
| 09073M104 | TECH | BIO-TECHNE | $1.7M | 0.25% | 23,990 | Common | NONE |
| 149123101 | CAT | CATERPILLAR | $1.5M | 0.22% | 4,270 | Common | NONE |
| 03662Q105 | AKX | ANSYS | $1.5M | 0.21% | 4,325 | Common | NONE |
| 064058100 | BK | BANK NEW YORK MELLON CORP COM | $1.4M | 0.21% | 18,700 | Common | NONE |
| 857477103 | STT | STATE STREET | $1.4M | 0.21% | 14,550 | Common | NONE |
| 487836108 | K | KELLANOVA COM | $1.4M | 0.20% | 17,425 | Common | NONE |
| 931142103 | WMT | WAL-MART STORES | $1.4M | 0.20% | 15,194 | Common | NONE |
| 437076102 | HD | HOME DEPOT | $1.3M | 0.19% | 3,458 | Common | NONE |
| 75513E101 | RTX | RAYTHEON TECHNOLOGIES | $1.3M | 0.19% | 11,147 | Common | NONE |
| 052769106 | ADSK | AUTODESK | $1.3M | 0.19% | 4,360 | Common | NONE |
| 655844108 | NSC | NORFOLK SOUTHERN | $1.3M | 0.18% | 5,375 | Common | NONE |
| 31428X106 | FDX | FEDEX CORP COM | $1.2M | 0.17% | 4,220 | Common | NONE |
| 92343V104 | VZ | VERIZON | $1.0M | 0.15% | 25,634 | Common | NONE |
| 126408103 | CSX | CSX CORP COM | $1.0M | 0.14% | 31,000 | Common | NONE |
| 260003108 | DOV | DOVER CORP COM | $984,900 | 0.14% | 5,250 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC SHS | $984,326 | 0.14% | 2,966 | Common | NONE |
| 125523100 | CI | THE CIGNA GROUP COM | $965,662 | 0.14% | 3,497 | Common | NONE |
| 009158106 | APD | AIR PRODUCTS | $929,578 | 0.13% | 3,205 | Common | NONE |
| 580135101 | MCD | MCDONALD'S | $924,459 | 0.13% | 3,189 | Common | NONE |
| 369604301 | GE | GENERAL ELECTRIC | $902,167 | 0.13% | 5,409 | Common | NONE |
| 02079K107 | GOOG | ALPHABET CL C | $870,882 | 0.13% | 4,573 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP COM | $843,242 | 0.12% | 6,435 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION COM | $812,455 | 0.12% | 6,050 | Common | NONE |
| 372460105 | GPC | GENUINE PARTS CO COM | $793,968 | 0.11% | 6,800 | Common | NONE |
| 902973304 | USB | US BANCORP | $786,804 | 0.11% | 16,450 | Common | NONE |
| 023135106 | AMZN | AMAZON | $753,166 | 0.11% | 3,433 | Common | NONE |
| 693475105 | PNC | PNC FINL SVCS GROUP INC COM | $684,618 | 0.10% | 3,550 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WORKS | $659,763 | 0.10% | 2,602 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TRUST | $642,344 | 0.09% | 1,096 | Common | NONE |
| 30040W108 | ES | EVERSOURCE ENERGY | $624,551 | 0.09% | 10,875 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY | $599,573 | 0.09% | 5,565 | Common | NONE |
| 438516106 | HON | HONEYWELL INTERNATIONAL | $548,913 | 0.08% | 2,430 | Common | NONE |
| 615369105 | MCO | MOODYS CORP COM | $520,707 | 0.08% | 1,100 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED CL A | $513,406 | 0.07% | 975 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS | $509,895 | 0.07% | 1,500 | Common | NONE |
| 25243Q205 | DEO | DIAGEO PLC SPON ADR NEW | $458,939 | 0.07% | 3,610 | Common | NONE |
| 842587107 | SO | SOUTHERN | $444,528 | 0.06% | 5,400 | Common | NONE |
| 00206R102 | T | AT&T | $440,144 | 0.06% | 19,330 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP COM | $432,716 | 0.06% | 9,975 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB | $427,933 | 0.06% | 7,566 | Common | NONE |
| 548661107 | LOW | LOWE'S COMPANIES | $415,611 | 0.06% | 1,684 | Common | NONE |
| 693506107 | PPG | PPG INDS INC COM | $404,099 | 0.06% | 3,383 | Common | NONE |
| 68389X105 | ORCL | ORACLE | $399,936 | 0.06% | 2,400 | Common | NONE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO COM | $397,390 | 0.06% | 1,400 | Common | NONE |
| 464287200 | IVV | ISHARES CORE S&P 500 ETF | $382,642 | 0.06% | 650 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TRUST | $370,227 | 0.05% | 650 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC SHS | $329,830 | 0.05% | 893 | Common | NONE |
| 03076C106 | AMP | AMERIPRISE FINL INC COM | $312,004 | 0.05% | 586 | Common | NONE |
| 075887109 | BDX | BECTON DICKINSON & CO COM | $300,376 | 0.04% | 1,324 | Common | NONE |
| 260557103 | DOW | DOW | $293,792 | 0.04% | 7,321 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC CAP STK CL A | $286,222 | 0.04% | 1,512 | Common | NONE |
| 14448C104 | CARR | CARRIER GLOBAL CORPORATION COM | $282,392 | 0.04% | 4,137 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC COM | $267,960 | 0.04% | 1,911 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC COM | $267,690 | 0.04% | 3,000 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC COM | $254,781 | 0.04% | 2,117 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP COM | $254,412 | 0.04% | 400 | Common | NONE |
| 451051106 | IBTA | IBOTTA INC CLASS A COM SHS | $242,748 | 0.04% | 3,730 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TRUST SERIES I | $237,722 | 0.03% | 465 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP COM | $231,307 | 0.03% | 476 | Common | NONE |
| 835495102 | SON | SONOCO PRODS CO COM | $224,710 | 0.03% | 4,600 | Common | NONE |
| 81211K100 | SDA | SEALED AIR CORP NEW COM | $223,278 | 0.03% | 6,600 | Common | NONE |
| 464287168 | DVY | ISHARES SELECT DIVIDEND ETF | $213,346 | 0.03% | 1,625 | Common | NONE |
| 464287507 | IJH | ISHARES S&P MID CAP 400 INDEX | $208,739 | 0.03% | 3,350 | Common | NONE |
| 654106103 | NKE | NIKE CL B | $204,309 | 0.03% | 2,700 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.