Q3 2025 · 13F-HR
WILKINS INVESTMENT COUNSEL INCholdings as filed
Filed 2025-10-30 · accession 0001276853-25-000013
$706.1M
Reported value
122
Positions
2025-09-30
Period end
The Brief · WILKINS INVESTMENT COUNSEL INC · Q3 2025
AI · grounded in 13F
WILKINS INVESTMENT COUNSEL INC established a new position in NEM valued at $46M. The fund also initiated new stakes in IBM for $23.9M and MMM for $23.4M. Additional new positions include ADP, WMB, and MRK.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 651639106 | NEM | NEWMONT | $46.0M | 6.52% | 545,640 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHINES | $23.9M | 3.39% | 84,743 | Common | NONE |
| 88579Y101 | MMM | 3M | $23.4M | 3.31% | 150,685 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING | $22.5M | 3.18% | 76,536 | Common | NONE |
| 969457100 | WMB | WILLIAMS COS | $22.4M | 3.17% | 353,705 | Common | NONE |
| 58933Y105 | MRK | MERCK | $22.4M | 3.17% | 266,707 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $21.9M | 3.10% | 77,492 | Common | NONE |
| 22052L104 | CTVA | CORTEVA | $21.7M | 3.08% | 321,502 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE | $21.3M | 3.02% | 138,667 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $20.9M | 2.97% | 112,933 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC | $20.3M | 2.87% | 212,681 | Common | NONE |
| 665859104 | NTRS | NORTHERN TRUST | $19.4M | 2.75% | 144,181 | Common | NONE |
| 055622104 | BP | BP PLC | $18.1M | 2.57% | 525,757 | Common | NONE |
| 66987V109 | NVS | NOVARTIS | $17.2M | 2.43% | 133,977 | Common | NONE |
| 291011104 | EMR | EMERSON ELECTRIC | $17.0M | 2.40% | 129,333 | Common | NONE |
| 713448108 | PEP | PEPSICO | $15.3M | 2.16% | 108,600 | Common | NONE |
| 871829107 | SYY | SYSCO | $15.2M | 2.15% | 184,052 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SERVICE | $14.1M | 1.99% | 168,435 | Common | NONE |
| 459506101 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES | $13.9M | 1.97% | 225,909 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY CL B | $13.8M | 1.95% | 27,434 | Common | NONE |
| 46266C105 | IQV | IQVIA | $13.7M | 1.94% | 71,974 | Common | NONE |
| 452327109 | ILMN | ILLUMINA | $13.5M | 1.91% | 142,235 | Common | NONE |
| 34959E109 | FTNT | FORTINET | $13.1M | 1.86% | 156,284 | Common | NONE |
| 26614N102 | DD | DUPONT | $12.9M | 1.83% | 165,718 | Common | NONE |
| 962166104 | WY | WEYERHAEUSER | $11.0M | 1.56% | 444,505 | Common | NONE |
| 806857108 | SLB | SLB | $10.9M | 1.55% | 317,822 | Common | NONE |
| 594918104 | MSFT | MICROSOFT | $10.5M | 1.49% | 20,351 | Common | NONE |
| 219948106 | CPAY | CORPAY INC | $10.4M | 1.47% | 35,951 | Common | NONE |
| 337738108 | FISV | FISERV | $10.1M | 1.44% | 78,678 | Common | NONE |
| 315616102 | FFIV | F5 NETWORKS | $9.8M | 1.39% | 30,455 | Common | NONE |
| 311900104 | FAST | FASTENAL | $9.6M | 1.35% | 194,860 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $9.2M | 1.31% | 50,186 | Common | NONE |
| 194162103 | CL | COLGATE-PALMOLIVE | $8.7M | 1.24% | 109,339 | Common | NONE |
| 03027X100 | AMT | AMERICAN TOWER | $7.0M | 0.99% | 36,255 | Common | NONE |
| 254687106 | DIS | WALT DISNEY | $6.6M | 0.94% | 57,905 | Common | NONE |
| 46625H100 | JPM | J.P. MORGAN CHASE | $6.1M | 0.86% | 19,299 | Common | NONE |
| 037833100 | AAPL | APPLE | $5.8M | 0.83% | 22,918 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL | $5.8M | 0.82% | 51,345 | Common | NONE |
| 427866108 | HSY | HERSHEY COMPANY | $5.5M | 0.78% | 29,630 | Common | NONE |
| 09073M104 | TECH | BIO-TECHNE | $5.3M | 0.75% | 95,623 | Common | NONE |
| 17275R102 | CSCO | CISCO SYSTEMS | $5.2M | 0.73% | 75,302 | Common | NONE |
| 717081103 | PFE | PFIZER | $5.1M | 0.72% | 199,360 | Common | NONE |
| 907818108 | UNP | UNION PACIFIC | $4.5M | 0.64% | 19,056 | Common | NONE |
| G1151C101 | ACN | ACCENTURE | $4.1M | 0.59% | 16,787 | Common | NONE |
| 217204106 | CPRT | COPART INC COM | $3.8M | 0.54% | 84,910 | Common | NONE |
| 366651107 | IT | GARTNER | $3.6M | 0.50% | 13,548 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE | $3.3M | 0.47% | 14,392 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS COM | $3.1M | 0.44% | 23,253 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO COM | $2.6M | 0.37% | 7,907 | Common | NONE |
| 370334104 | GIS | GENERAL MILLS | $2.6M | 0.36% | 50,964 | Common | NONE |
| 166764100 | CVX | CHEVRON | $2.3M | 0.33% | 14,954 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC COM | $2.3M | 0.32% | 29,985 | Common | NONE |
| 896239100 | TRMB | TRIMBLE | $2.2M | 0.31% | 26,900 | Common | NONE |
| 532457108 | LLY | ELI LILLY | $2.2M | 0.31% | 2,842 | Common | NONE |
| 22160K105 | COST | COSTCO | $2.2M | 0.31% | 2,335 | Common | NONE |
| 92826C839 | V | VISA | $2.1M | 0.30% | 6,186 | Common | NONE |
| 718546104 | PSX | PHILLIPS 66 | $2.1M | 0.29% | 15,118 | Common | NONE |
| 20825C104 | COP | CONOCOPHILLIPS | $2.0M | 0.29% | 21,625 | Common | NONE |
| 064058100 | BK | BANK NEW YORK MELLON CORP COM | $2.0M | 0.29% | 18,600 | Common | NONE |
| 191216100 | KO | COCA COLA | $2.0M | 0.29% | 30,545 | Common | NONE |
| 189054109 | CLX | CLOROX | $1.9M | 0.27% | 15,704 | Common | NONE |
| 244199105 | DE | DEERE & CO COM | $1.9M | 0.27% | 4,095 | Common | NONE |
| 451051106 | IBTA | IBOTTA INC CLASS A COM SHS | $1.8M | 0.26% | 66,027 | Common | NONE |
| 149123101 | CAT | CATERPILLAR | $1.8M | 0.26% | 3,851 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY COM NEW | $1.8M | 0.25% | 11,299 | Common | NONE |
| 437076102 | HD | HOME DEPOT | $1.7M | 0.25% | 4,295 | Common | NONE |
| 369604301 | GE | GENERAL ELECTRIC | $1.7M | 0.25% | 5,776 | Common | NONE |
| 931142103 | WMT | WAL-MART STORES | $1.7M | 0.25% | 16,856 | Common | NONE |
| 857477103 | STT | STATE STREET | $1.7M | 0.25% | 14,950 | Common | NONE |
| 655844108 | NSC | NORFOLK SOUTHERN | $1.7M | 0.24% | 5,562 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP | $1.5M | 0.22% | 49,176 | Common | NONE |
| 052769106 | ADSK | AUTODESK | $1.4M | 0.20% | 4,335 | Common | NONE |
| 75513E101 | RTX | RAYTHEON TECHNOLOGIES | $1.3M | 0.19% | 7,925 | Common | NONE |
| 487836108 | K | KELLANOVA COM | $1.3M | 0.18% | 15,725 | Common | NONE |
| 126408103 | CSX | CSX CORP COM | $1.2M | 0.17% | 34,600 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC SHS | $1.2M | 0.17% | 3,231 | Common | NONE |
| 02079K107 | GOOG | ALPHABET CL C | $1.1M | 0.16% | 4,523 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION COM | $1.1M | 0.15% | 5,845 | Common | NONE |
| 78462F103 | SPY | SPDR S&P 500 ETF TRUST | $998,604 | 0.14% | 1,499 | Common | NONE |
| 31428X106 | FDX | FEDEX CORP COM | $995,118 | 0.14% | 4,220 | Common | NONE |
| 372460105 | GPC | GENUINE PARTS CO COM | $942,480 | 0.13% | 6,800 | Common | NONE |
| 30040W108 | ES | EVERSOURCE ENERGY | $935,135 | 0.13% | 13,145 | Common | NONE |
| 580135101 | MCD | MCDONALD'S | $922,002 | 0.13% | 3,034 | Common | NONE |
| 92343V104 | VZ | VERIZON | $870,606 | 0.12% | 19,809 | Common | NONE |
| 902973304 | USB | US BANCORP | $795,029 | 0.11% | 16,450 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP COM | $787,694 | 0.11% | 6,335 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC COM | $764,840 | 0.11% | 2,215 | Common | SOLE |
| 125523100 | CI | THE CIGNA GROUP COM | $761,557 | 0.11% | 2,642 | Common | NONE |
| 023135106 | AMZN | AMAZON | $753,784 | 0.11% | 3,433 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WORKS | $678,498 | 0.10% | 2,602 | Common | NONE |
| 68389X105 | ORCL | ORACLE | $646,852 | 0.09% | 2,300 | Common | NONE |
| 260003108 | DOV | DOVER CORP COM | $642,296 | 0.09% | 3,850 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY | $639,664 | 0.09% | 5,169 | Common | NONE |
| 693475105 | PNC | PNC FINL SVCS GROUP INC COM | $610,827 | 0.09% | 3,040 | Common | NONE |
| 438516106 | HON | HONEYWELL INTERNATIONAL | $597,820 | 0.08% | 2,840 | Common | NONE |
| 00206R102 | T | AT&T | $569,742 | 0.08% | 20,175 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED CL A | $554,590 | 0.08% | 975 | Common | NONE |
| 615369105 | MCO | MOODYS CORP COM | $524,128 | 0.07% | 1,100 | Common | NONE |
| 842587107 | SO | SOUTHERN | $483,327 | 0.07% | 5,100 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS | $458,795 | 0.06% | 1,325 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP COM | $456,057 | 0.06% | 9,975 | Common | NONE |
| 548661107 | LOW | LOWE'S COMPANIES | $435,520 | 0.06% | 1,733 | Common | NONE |
| 92206C730 | VONE | VANGUARD RUSSELL 1000 ETF | $405,149 | 0.06% | 1,340 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TRUST | $387,420 | 0.05% | 650 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC SHS | $376,810 | 0.05% | 893 | Common | NONE |
| 464287200 | IVV | ISHARES CORE S&P 500 ETF | $368,115 | 0.05% | 550 | Common | NONE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO COM | $367,042 | 0.05% | 1,185 | Common | NONE |
| 693506107 | PPG | PPG INDS INC COM | $355,587 | 0.05% | 3,383 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC COM | $337,700 | 0.05% | 2,082 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB | $302,170 | 0.04% | 6,700 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC COM | $301,560 | 0.04% | 3,000 | Common | NONE |
| 03076C106 | AMP | AMERIPRISE FINL INC COM | $257,906 | 0.04% | 525 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC COM | $251,494 | 0.04% | 409 | Common | NONE |
| 25243Q205 | DEO | DIAGEO PLC SPON ADR NEW | $238,575 | 0.03% | 2,500 | Common | NONE |
| 464287614 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $234,205 | 0.03% | 500 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP COM | $227,445 | 0.03% | 300 | Common | NONE |
| 031162100 | AMGN | AMGEN INC COM | $211,932 | 0.03% | 751 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TRUST SERIES I | $210,130 | 0.03% | 350 | Common | NONE |
| 55261F104 | MTB | M&T BANK CORP | $207,501 | 0.03% | 1,050 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP COM | $204,177 | 0.03% | 409 | Common | NONE |
| 464287523 | SOXX | ISHARES SEMICONDUCTOR ETF | $203,340 | 0.03% | 750 | Common | NONE |
| 464287507 | IJH | ISHARES S&P MID CAP 400 INDEX | $200,675 | 0.03% | 3,075 | 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.