Q1 2025 · 13F-HR
WILKINS INVESTMENT COUNSEL INCholdings as filed
Filed 2025-05-06 · accession 0001276853-25-000004
$698.1M
Reported value
125
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 651639106 | NEM | NEWMONT | $28.7M | 4.11% | 594,144 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING | $25.1M | 3.59% | 82,133 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHINES | $24.9M | 3.57% | 100,262 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $24.9M | 3.56% | 82,373 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE | $24.4M | 3.49% | 143,046 | Common | NONE |
| 58933Y105 | MRK | MERCK | $22.7M | 3.25% | 252,557 | Common | NONE |
| 22052L104 | CTVA | CORTEVA | $22.6M | 3.23% | 358,460 | Common | NONE |
| 969457100 | WMB | WILLIAMS COS | $22.6M | 3.23% | 377,420 | Common | NONE |
| 88579Y101 | MMM | 3M | $22.2M | 3.19% | 151,470 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $21.1M | 3.02% | 127,063 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC | $18.5M | 2.65% | 205,722 | Common | NONE |
| 055622104 | BP | BP PLC | $17.9M | 2.57% | 530,657 | Common | NONE |
| 66987V109 | NVS | NOVARTIS | $16.6M | 2.38% | 149,315 | Common | NONE |
| 713448108 | PEP | PEPSICO | $16.4M | 2.35% | 109,402 | Common | NONE |
| 34959E109 | FTNT | FORTINET | $16.2M | 2.33% | 168,686 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SERVICE | $16.1M | 2.31% | 146,685 | Common | NONE |
| 459506101 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES | $16.1M | 2.30% | 207,219 | Common | NONE |
| 665859104 | NTRS | NORTHERN TRUST | $15.5M | 2.23% | 157,486 | Common | NONE |
| 291011104 | EMR | EMERSON ELECTRIC | $15.0M | 2.15% | 136,688 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY CL B | $14.7M | 2.10% | 27,584 | Common | NONE |
| 871829107 | SYY | SYSCO | $14.1M | 2.02% | 187,917 | Common | NONE |
| 806857108 | SLB | SLB | $14.0M | 2.00% | 334,182 | Common | NONE |
| 26614N102 | DD | DUPONT | $12.8M | 1.84% | 172,001 | Common | NONE |
| 311900104 | FAST | FASTENAL | $12.5M | 1.80% | 161,637 | Common | NONE |
| 46266C105 | IQV | IQVIA | $11.7M | 1.68% | 66,514 | Common | NONE |
| 315616102 | FFIV | F5 NETWORKS | $11.5M | 1.65% | 43,280 | Common | NONE |
| 962166104 | WY | WEYERHAEUSER | $11.5M | 1.64% | 391,472 | Common | NONE |
| 452327109 | ILMN | ILLUMINA | $11.0M | 1.57% | 138,208 | Common | NONE |
| 219948106 | CPAY | CORPAY INC | $10.6M | 1.52% | 30,399 | Common | NONE |
| 194162103 | CL | COLGATE-PALMOLIVE | $10.0M | 1.44% | 107,239 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $9.6M | 1.37% | 53,150 | Common | NONE |
| 337738108 | FISV | FISERV | $9.4M | 1.34% | 42,461 | Common | NONE |
| 03027X100 | AMT | AMERICAN TOWER | $8.9M | 1.27% | 40,750 | Common | NONE |
| 594918104 | MSFT | MICROSOFT | $7.4M | 1.06% | 19,646 | Common | NONE |
| 366651107 | IT | GARTNER | $6.5M | 0.93% | 15,493 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL | $6.4M | 0.92% | 53,881 | Common | NONE |
| G1151C101 | ACN | ACCENTURE | $6.2M | 0.89% | 19,842 | Common | NONE |
| 254687106 | DIS | WALT DISNEY | $5.5M | 0.79% | 55,757 | Common | NONE |
| 037833100 | AAPL | APPLE | $5.4M | 0.77% | 24,133 | Common | NONE |
| 46625H100 | JPM | J.P. MORGAN CHASE | $5.3M | 0.76% | 21,570 | Common | NONE |
| 427866108 | HSY | HERSHEY COMPANY | $5.2M | 0.75% | 30,463 | Common | NONE |
| 717081103 | PFE | PFIZER | $5.2M | 0.75% | 205,586 | Common | NONE |
| 907818108 | UNP | UNION PACIFIC | $4.9M | 0.70% | 20,757 | Common | NONE |
| 17275R102 | CSCO | CISCO SYSTEMS | $4.6M | 0.67% | 75,282 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS COM | $3.3M | 0.47% | 24,503 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE | $3.2M | 0.46% | 15,372 | Common | NONE |
| 370334104 | GIS | GENERAL MILLS | $3.1M | 0.45% | 52,243 | Common | NONE |
| 451051106 | IBTA | IBOTTA INC CLASS A COM SHS | $2.7M | 0.39% | 63,727 | Common | NONE |
| 532457108 | LLY | ELI LILLY | $2.6M | 0.38% | 3,188 | Common | NONE |
| 189054109 | CLX | CLOROX | $2.6M | 0.37% | 17,459 | Common | NONE |
| 166764100 | CVX | CHEVRON | $2.5M | 0.36% | 14,879 | Common | NONE |
| 896239100 | TRMB | TRIMBLE | $2.4M | 0.35% | 37,200 | Common | NONE |
| 20825C104 | COP | CONOCOPHILLIPS | $2.4M | 0.34% | 22,927 | Common | NONE |
| 191216100 | KO | COCA COLA | $2.3M | 0.33% | 32,420 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY | $2.3M | 0.33% | 32,572 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO COM | $2.3M | 0.33% | 8,532 | Common | NONE |
| 22160K105 | COST | COSTCO | $2.3M | 0.32% | 2,385 | Common | NONE |
| 92826C839 | V | VISA | $2.2M | 0.31% | 6,246 | Common | NONE |
| 718546104 | PSX | PHILLIPS 66 | $2.0M | 0.29% | 16,262 | Common | NONE |
| 244199105 | DE | DEERE & CO COM | $1.9M | 0.28% | 4,145 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP | $1.8M | 0.26% | 49,176 | Common | NONE |
| 437076102 | HD | HOME DEPOT | $1.6M | 0.23% | 4,378 | Common | NONE |
| 064058100 | BK | BANK NEW YORK MELLON CORP COM | $1.6M | 0.22% | 18,700 | Common | NONE |
| 931142103 | WMT | WAL-MART STORES | $1.6M | 0.22% | 17,856 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY COM NEW | $1.5M | 0.22% | 12,949 | Common | NONE |
| 487836108 | K | KELLANOVA COM | $1.4M | 0.20% | 17,325 | Common | NONE |
| 149123101 | CAT | CATERPILLAR | $1.4M | 0.20% | 4,170 | Common | NONE |
| 03662Q105 | AKX | ANSYS | $1.4M | 0.20% | 4,325 | Common | NONE |
| 857477103 | STT | STATE STREET | $1.3M | 0.19% | 14,950 | Common | NONE |
| 655844108 | NSC | NORFOLK SOUTHERN | $1.3M | 0.19% | 5,562 | Common | NONE |
| 92343V104 | VZ | VERIZON | $1.2M | 0.17% | 26,009 | Common | NONE |
| 369604301 | GE | GENERAL ELECTRIC | $1.2M | 0.17% | 5,816 | Common | NONE |
| 052769106 | ADSK | AUTODESK | $1.2M | 0.17% | 4,410 | Common | NONE |
| 09073M104 | TECH | BIO-TECHNE | $1.1M | 0.16% | 19,040 | Common | NONE |
| 75513E101 | RTX | RAYTHEON TECHNOLOGIES | $1.1M | 0.16% | 8,350 | Common | NONE |
| 31428X106 | FDX | FEDEX CORP COM | $1.0M | 0.15% | 4,220 | Common | NONE |
| 126408103 | CSX | CSX CORP COM | $1.0M | 0.15% | 34,900 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC SHS | $996,529 | 0.14% | 3,666 | Common | NONE |
| 580135101 | MCD | MCDONALD'S | $996,148 | 0.14% | 3,189 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TRUST | $921,315 | 0.13% | 1,647 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP COM | $900,964 | 0.13% | 6,335 | Common | NONE |
| 125523100 | CI | THE CIGNA GROUP COM | $885,668 | 0.13% | 2,692 | Common | NONE |
| 372460105 | GPC | GENUINE PARTS CO COM | $810,152 | 0.12% | 6,800 | Common | NONE |
| 30040W108 | ES | EVERSOURCE ENERGY | $782,275 | 0.11% | 12,595 | Common | NONE |
| 02079K107 | GOOG | ALPHABET CL C | $714,440 | 0.10% | 4,573 | Common | NONE |
| 902973304 | USB | US BANCORP | $694,519 | 0.10% | 16,450 | Common | NONE |
| 260003108 | DOV | DOVER CORP COM | $676,368 | 0.10% | 3,850 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION COM | $655,699 | 0.09% | 6,050 | Common | NONE |
| 023135106 | AMZN | AMAZON | $653,163 | 0.09% | 3,433 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY | $650,710 | 0.09% | 5,335 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WORKS | $645,322 | 0.09% | 2,602 | Common | NONE |
| 693475105 | PNC | PNC FINL SVCS GROUP INC COM | $623,984 | 0.09% | 3,550 | Common | NONE |
| 00206R102 | T | AT&T | $609,802 | 0.09% | 21,563 | Common | NONE |
| 438516106 | HON | HONEYWELL INTERNATIONAL | $601,370 | 0.09% | 2,840 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED CL A | $534,417 | 0.08% | 975 | Common | NONE |
| 615369105 | MCO | MOODYS CORP COM | $512,259 | 0.07% | 1,100 | Common | NONE |
| 842587107 | SO | SOUTHERN | $496,530 | 0.07% | 5,400 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS | $488,866 | 0.07% | 1,400 | Common | NONE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO COM | $453,991 | 0.07% | 1,315 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP COM | $410,471 | 0.06% | 9,975 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB | $408,633 | 0.06% | 6,700 | Common | NONE |
| 548661107 | LOW | LOWE'S COMPANIES | $392,759 | 0.06% | 1,684 | Common | NONE |
| 693506107 | PPG | PPG INDS INC COM | $369,931 | 0.05% | 3,383 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TRUST | $346,762 | 0.05% | 650 | Common | NONE |
| 92206C730 | VONE | VANGUARD RUSSELL 1000 ETF | $340,172 | 0.05% | 1,340 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC COM | $336,031 | 0.05% | 2,117 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC COM | $331,770 | 0.05% | 3,000 | Common | NONE |
| 464287614 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $328,231 | 0.05% | 909 | Common | NONE |
| 68389X105 | ORCL | ORACLE | $321,563 | 0.05% | 2,300 | Common | NONE |
| 464287200 | IVV | ISHARES CORE S&P 500 ETF | $309,045 | 0.04% | 550 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC SHS | $300,870 | 0.04% | 893 | Common | NONE |
| 92206C409 | VCSH | VANGUARD SHORT-TERM CORPORATE BOND ETF | $300,367 | 0.04% | 3,805 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC COM | $294,829 | 0.04% | 1,911 | Common | NONE |
| 03076C106 | AMP | AMERIPRISE FINL INC COM | $266,261 | 0.04% | 550 | Common | NONE |
| 25243Q205 | DEO | DIAGEO PLC SPON ADR NEW | $261,975 | 0.04% | 2,500 | Common | NONE |
| 260557103 | DOW | DOW | $247,513 | 0.04% | 7,088 | Common | NONE |
| 12541W209 | CHRW | C. H. ROBINSON WORLDWIDE | $245,760 | 0.04% | 2,400 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP COM | $243,140 | 0.03% | 400 | Common | NONE |
| 031162100 | AMGN | AMGEN INC COM | $233,974 | 0.03% | 751 | Common | NONE |
| 075887109 | BDX | BECTON DICKINSON & CO COM | $229,060 | 0.03% | 1,000 | Common | NONE |
| 458140100 | INTC | INTEL | $222,558 | 0.03% | 9,800 | Common | NONE |
| 921937819 | BIV | VANGUARD INTERMEDIATE-TERM BOND ETF | $218,225 | 0.03% | 2,850 | Common | NONE |
| 464287168 | DVY | ISHARES SELECT DIVIDEND ETF | $214,864 | 0.03% | 1,600 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP COM | $212,634 | 0.03% | 476 | Common | NONE |
| 776696106 | ROP | ROPER TECHNOLOGIES | $206,353 | 0.03% | 350 | 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.