Q2 2025 · 13F-HR
WILKINS INVESTMENT COUNSEL INCholdings as filed
Filed 2025-08-07 · accession 0001276853-25-000008
$706.7M
Reported value
120
Positions
2025-06-30
Period end
The Brief · WILKINS INVESTMENT COUNSEL INC · Q2 2025
AI · grounded in 13F
WILKINS INVESTMENT COUNSEL INC established a new position in Newmont NEM worth $34.2M. The fund also initiated new stakes in International Business Machines IBM for $26.6M and Corteva CTVA for $25.3M. Additional new positions include Automatic Data Processing ADP at $24.3M and Chubb Limited CB at $23.5M. Total assets under management stand at $706.7M across 120 positions.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 651639106 | NEM | NEWMONT | $34.2M | 4.84% | 586,994 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHINES | $26.6M | 3.76% | 90,252 | Common | NONE |
| 22052L104 | CTVA | CORTEVA | $25.3M | 3.59% | 340,052 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING | $24.3M | 3.44% | 78,876 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $23.5M | 3.33% | 81,118 | Common | NONE |
| 88579Y101 | MMM | 3M | $23.0M | 3.26% | 151,403 | Common | NONE |
| 969457100 | WMB | WILLIAMS COS | $22.7M | 3.21% | 361,739 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE | $22.4M | 3.17% | 140,842 | Common | NONE |
| 58933Y105 | MRK | MERCK | $20.9M | 2.95% | 263,576 | Common | NONE |
| 665859104 | NTRS | NORTHERN TRUST | $19.9M | 2.81% | 156,719 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $18.6M | 2.63% | 121,490 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC | $18.2M | 2.57% | 208,436 | Common | NONE |
| 291011104 | EMR | EMERSON ELECTRIC | $18.1M | 2.56% | 135,863 | Common | NONE |
| 34959E109 | FTNT | FORTINET | $17.7M | 2.50% | 167,073 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SERVICE | $16.9M | 2.40% | 167,720 | Common | NONE |
| 66987V109 | NVS | NOVARTIS | $16.9M | 2.39% | 139,420 | Common | NONE |
| 055622104 | BP | BP PLC | $15.7M | 2.22% | 525,367 | Common | NONE |
| 459506101 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES | $15.3M | 2.16% | 207,899 | Common | NONE |
| 713448108 | PEP | PEPSICO | $14.7M | 2.08% | 111,575 | Common | NONE |
| 871829107 | SYY | SYSCO | $14.2M | 2.01% | 187,252 | Common | NONE |
| 452327109 | ILMN | ILLUMINA | $13.6M | 1.93% | 142,898 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY CL B | $13.3M | 1.89% | 27,434 | Common | NONE |
| 311900104 | FAST | FASTENAL | $13.3M | 1.88% | 315,674 | Common | NONE |
| 46266C105 | IQV | IQVIA | $11.9M | 1.68% | 75,280 | Common | NONE |
| 26614N102 | DD | DUPONT | $11.7M | 1.66% | 170,566 | Common | NONE |
| 806857108 | SLB | SLB | $11.0M | 1.56% | 325,957 | Common | NONE |
| 962166104 | WY | WEYERHAEUSER | $10.9M | 1.54% | 422,412 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $10.8M | 1.53% | 52,200 | Common | NONE |
| 219948106 | CPAY | CORPAY INC | $10.6M | 1.50% | 31,860 | Common | NONE |
| 594918104 | MSFT | MICROSOFT | $10.2M | 1.44% | 20,484 | Common | NONE |
| 194162103 | CL | COLGATE-PALMOLIVE | $9.8M | 1.39% | 107,989 | Common | NONE |
| 315616102 | FFIV | F5 NETWORKS | $9.8M | 1.38% | 33,210 | Common | NONE |
| 03027X100 | AMT | AMERICAN TOWER | $8.9M | 1.25% | 40,075 | Common | NONE |
| 337738108 | FISV | FISERV | $8.4M | 1.18% | 48,456 | Common | NONE |
| 254687106 | DIS | WALT DISNEY | $7.2M | 1.02% | 58,200 | Common | NONE |
| 366651107 | IT | GARTNER | $6.3M | 0.89% | 15,508 | Common | NONE |
| 46625H100 | JPM | J.P. MORGAN CHASE | $5.9M | 0.84% | 20,485 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL | $5.8M | 0.82% | 53,586 | Common | NONE |
| G1151C101 | ACN | ACCENTURE | $5.7M | 0.81% | 19,167 | Common | NONE |
| 17275R102 | CSCO | CISCO SYSTEMS | $5.2M | 0.74% | 75,327 | Common | NONE |
| 427866108 | HSY | HERSHEY COMPANY | $5.0M | 0.71% | 30,238 | Common | NONE |
| 717081103 | PFE | PFIZER | $4.9M | 0.69% | 202,210 | Common | NONE |
| 037833100 | AAPL | APPLE | $4.9M | 0.69% | 23,733 | Common | NONE |
| 907818108 | UNP | UNION PACIFIC | $4.7M | 0.67% | 20,607 | Common | NONE |
| 09073M104 | TECH | BIO-TECHNE | $4.5M | 0.63% | 86,613 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS COM | $3.2M | 0.45% | 23,403 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE | $2.7M | 0.38% | 14,572 | Common | NONE |
| 896239100 | TRMB | TRIMBLE | $2.7M | 0.38% | 35,450 | Common | NONE |
| 370334104 | GIS | GENERAL MILLS | $2.7M | 0.38% | 51,964 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO COM | $2.5M | 0.36% | 7,932 | Common | NONE |
| 451051106 | IBTA | IBOTTA INC CLASS A COM SHS | $2.4M | 0.34% | 66,027 | Common | NONE |
| 22160K105 | COST | COSTCO | $2.3M | 0.33% | 2,335 | Common | NONE |
| 532457108 | LLY | ELI LILLY | $2.2M | 0.32% | 2,878 | Common | NONE |
| 92826C839 | V | VISA | $2.2M | 0.31% | 6,246 | Common | NONE |
| 191216100 | KO | COCA COLA | $2.2M | 0.31% | 30,545 | Common | NONE |
| 166764100 | CVX | CHEVRON | $2.1M | 0.30% | 14,879 | Common | NONE |
| 244199105 | DE | DEERE & CO COM | $2.1M | 0.30% | 4,145 | Common | NONE |
| 189054109 | CLX | CLOROX | $2.1M | 0.30% | 17,479 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY | $2.1M | 0.29% | 29,985 | Common | NONE |
| 20825C104 | COP | CONOCOPHILLIPS | $2.0M | 0.28% | 22,239 | Common | NONE |
| 718546104 | PSX | PHILLIPS 66 | $1.9M | 0.27% | 15,718 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP | $1.8M | 0.25% | 49,176 | Common | NONE |
| 064058100 | BK | BANK NEW YORK MELLON CORP COM | $1.7M | 0.24% | 18,600 | Common | NONE |
| 931142103 | WMT | WAL-MART STORES | $1.7M | 0.24% | 17,056 | Common | NONE |
| 437076102 | HD | HOME DEPOT | $1.6M | 0.23% | 4,378 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY COM NEW | $1.6M | 0.23% | 11,349 | Common | NONE |
| 857477103 | STT | STATE STREET | $1.6M | 0.22% | 14,950 | Common | NONE |
| 03662Q105 | AKX | ANSYS | $1.5M | 0.21% | 4,325 | Common | NONE |
| 369604301 | GE | GENERAL ELECTRIC | $1.5M | 0.21% | 5,816 | Common | NONE |
| 149123101 | CAT | CATERPILLAR | $1.5M | 0.21% | 3,841 | Common | NONE |
| 655844108 | NSC | NORFOLK SOUTHERN | $1.4M | 0.20% | 5,562 | Common | NONE |
| 052769106 | ADSK | AUTODESK | $1.4M | 0.19% | 4,410 | Common | NONE |
| 487836108 | K | KELLANOVA COM | $1.3M | 0.18% | 15,725 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC SHS | $1.2M | 0.17% | 3,366 | Common | NONE |
| 75513E101 | RTX | RAYTHEON TECHNOLOGIES | $1.2M | 0.16% | 7,925 | Common | NONE |
| 126408103 | CSX | CSX CORP COM | $1.1M | 0.16% | 34,600 | Common | NONE |
| 31428X106 | FDX | FEDEX CORP COM | $959,248 | 0.14% | 4,220 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TRUST | $926,157 | 0.13% | 1,499 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION COM | $923,452 | 0.13% | 5,845 | Common | NONE |
| 580135101 | MCD | MCDONALD'S | $917,122 | 0.13% | 3,139 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC COM | $892,234 | 0.13% | 2,860 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP COM | $873,392 | 0.12% | 2,642 | Common | NONE |
| 92343V104 | VZ | VERIZON | $857,135 | 0.12% | 19,809 | Common | NONE |
| 372460105 | GPC | GENUINE PARTS CO COM | $824,908 | 0.12% | 6,800 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP COM | $816,708 | 0.12% | 6,335 | Common | NONE |
| 02079K107 | GOOG | ALPHABET CL C | $811,204 | 0.11% | 4,573 | Common | NONE |
| 30040W108 | ES | EVERSOURCE ENERGY | $801,294 | 0.11% | 12,595 | Common | NONE |
| 023135106 | AMZN | AMAZON | $753,166 | 0.11% | 3,433 | Common | NONE |
| 902973304 | USB | US BANCORP | $744,363 | 0.11% | 16,450 | Common | NONE |
| 260003108 | DOV | DOVER CORP COM | $705,436 | 0.10% | 3,850 | Common | NONE |
| 217204106 | CPRT | COPART INC COM | $675,301 | 0.10% | 13,762 | Common | NONE |
| 438516106 | HON | HONEYWELL INTERNATIONAL | $661,379 | 0.09% | 2,840 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WORKS | $643,345 | 0.09% | 2,602 | Common | NONE |
| 693475105 | PNC | PNC FINL SVCS GROUP INC COM | $605,865 | 0.09% | 3,250 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY | $574,542 | 0.08% | 4,869 | Common | NONE |
| 00206R102 | T | AT&T | $563,607 | 0.08% | 19,475 | Common | NONE |
| 615369105 | MCO | MOODYS CORP COM | $551,749 | 0.08% | 1,100 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED CL A | $547,892 | 0.08% | 975 | Common | NONE |
| 68389X105 | ORCL | ORACLE | $502,849 | 0.07% | 2,300 | Common | NONE |
| 842587107 | SO | SOUTHERN | $495,882 | 0.07% | 5,400 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS | $480,704 | 0.07% | 1,400 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP COM | $428,825 | 0.06% | 9,975 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC SHS | $390,607 | 0.06% | 893 | Common | NONE |
| 693506107 | PPG | PPG INDS INC COM | $384,816 | 0.05% | 3,383 | Common | NONE |
| 548661107 | LOW | LOWE'S COMPANIES | $384,501 | 0.05% | 1,733 | Common | NONE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO COM | $379,342 | 0.05% | 1,185 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC COM | $379,195 | 0.05% | 2,082 | Common | NONE |
| 92206C730 | VONE | VANGUARD RUSSELL 1000 ETF | $376,352 | 0.05% | 1,340 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TRUST | $368,212 | 0.05% | 650 | Common | NONE |
| 464287200 | IVV | ISHARES CORE S&P 500 ETF | $341,495 | 0.05% | 550 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB | $310,143 | 0.04% | 6,700 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC COM | $301,050 | 0.04% | 3,000 | Common | NONE |
| 03076C106 | AMP | AMERIPRISE FINL INC COM | $280,208 | 0.04% | 525 | Common | NONE |
| 464287614 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $254,748 | 0.04% | 600 | Common | NONE |
| 25243Q205 | DEO | DIAGEO PLC SPON ADR NEW | $252,100 | 0.04% | 2,500 | Common | NONE |
| 704326107 | PAYX | PAYCHEX INC COM | $227,645 | 0.03% | 1,565 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC COM | $216,422 | 0.03% | 409 | Common | NONE |
| 031162100 | AMGN | AMGEN INC COM | $209,687 | 0.03% | 751 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP COM | $209,541 | 0.03% | 300 | Common | NONE |
| 55261F104 | MTB | M&T BANK CORP | $203,690 | 0.03% | 1,050 | 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.