Q4 2025 · 13F-HR
WILKINS INVESTMENT COUNSEL INCholdings as filed
Filed 2026-02-02 · accession 0001276853-26-000002
$685.9M
Reported value
120
Positions
2025-12-31
Period end
The Brief · WILKINS INVESTMENT COUNSEL INC · Q4 2025
AI · grounded in 13F
WILKINS INVESTMENT COUNSEL INC established a new position in QNITY ELECTRONICS Q valued at $7.63M. The fund significantly increased its holdings in CLOROX CLX by 250.6% and COPART CPRT by 125.3%. Conversely, it reduced its stake in BERKSHIRE HATHAWAY CL B BRK/B by 33.2% and MICROSOFT MSFT by 23.1%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 651639106 | NEM | NEWMONT | $45.6M | 6.65% | 456,955 | Common | NONE |
| 58933Y105 | MRK | MERCK | $26.4M | 3.84% | 250,356 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $23.6M | 3.43% | 75,467 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHINES | $22.8M | 3.32% | 76,935 | Common | NONE |
| 88579Y101 | MMM | 3M | $22.7M | 3.31% | 141,746 | Common | NONE |
| 22052L104 | CTVA | CORTEVA | $21.2M | 3.09% | 316,292 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $20.5M | 2.99% | 98,950 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING | $20.0M | 2.92% | 77,781 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE | $19.6M | 2.86% | 136,667 | Common | NONE |
| 665859104 | NTRS | NORTHERN TRUST | $19.2M | 2.80% | 140,451 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC | $18.9M | 2.75% | 196,350 | Common | NONE |
| 969457100 | WMB | WILLIAMS COS | $18.7M | 2.73% | 311,440 | Common | NONE |
| 055622104 | BP | BP PLC | $17.3M | 2.52% | 497,292 | Common | NONE |
| 452327109 | ILMN | ILLUMINA | $17.2M | 2.51% | 131,320 | Common | NONE |
| 66987V109 | NVS | NOVARTIS | $16.0M | 2.34% | 116,412 | Common | NONE |
| 291011104 | EMR | EMERSON ELECTRIC | $15.7M | 2.28% | 117,923 | Common | NONE |
| 46266C105 | IQV | IQVIA | $15.4M | 2.25% | 68,363 | Common | NONE |
| 713448108 | PEP | PEPSICO | $15.4M | 2.25% | 107,315 | Common | NONE |
| 459506101 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES | $15.3M | 2.23% | 227,214 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SERVICE | $15.2M | 2.21% | 153,078 | Common | NONE |
| 871829107 | SYY | SYSCO | $13.5M | 1.97% | 182,977 | Common | NONE |
| 34959E109 | FTNT | FORTINET | $12.1M | 1.76% | 152,044 | Common | NONE |
| 962166104 | WY | WEYERHAEUSER | $12.0M | 1.75% | 506,030 | Common | NONE |
| 806857108 | SLB | SLB | $11.0M | 1.61% | 287,584 | Common | NONE |
| 219948106 | CPAY | CORPAY INC | $10.2M | 1.49% | 34,001 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY CL B | $9.2M | 1.34% | 18,334 | Common | NONE |
| 194162103 | CL | COLGATE-PALMOLIVE | $8.8M | 1.29% | 111,909 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $8.5M | 1.24% | 49,186 | Common | NONE |
| 337738108 | FISV | FISERV | $7.9M | 1.15% | 117,157 | Common | NONE |
| 74743L100 | Q | QNITY ELECTRONICS | $7.6M | 1.11% | 93,463 | Common | NONE |
| 594918104 | MSFT | MICROSOFT | $7.6M | 1.10% | 15,642 | Common | NONE |
| 217204106 | CPRT | COPART | $7.5M | 1.09% | 191,295 | Common | NONE |
| 03027X100 | AMT | AMERICAN TOWER | $7.1M | 1.04% | 40,480 | Common | NONE |
| 26614N102 | DD | DUPONT | $6.9M | 1.01% | 172,871 | Common | NONE |
| 311900104 | FAST | FASTENAL | $6.7M | 0.98% | 166,855 | Common | NONE |
| 315616102 | FFIV | F5 NETWORKS | $6.6M | 0.97% | 26,020 | Common | NONE |
| 254687106 | DIS | WALT DISNEY | $6.4M | 0.93% | 56,215 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL | $6.2M | 0.90% | 51,320 | Common | NONE |
| 037833100 | AAPL | APPLE | $6.1M | 0.90% | 22,618 | Common | NONE |
| 46625H100 | JPM | J.P. MORGAN CHASE | $6.1M | 0.89% | 18,939 | Common | NONE |
| 09073M104 | TECH | BIO-TECHNE | $6.1M | 0.89% | 103,268 | Common | NONE |
| 17275R102 | CSCO | CISCO SYSTEMS | $5.7M | 0.83% | 73,702 | Common | NONE |
| 189054109 | CLX | CLOROX | $5.6M | 0.81% | 55,064 | Common | NONE |
| 427866108 | HSY | HERSHEY COMPANY | $5.3M | 0.78% | 29,330 | Common | NONE |
| 907818108 | UNP | UNION PACIFIC | $4.5M | 0.65% | 19,356 | Common | NONE |
| 717081103 | PFE | PFIZER | $4.5M | 0.65% | 179,355 | Common | NONE |
| G1151C101 | ACN | ACCENTURE | $4.4M | 0.63% | 16,232 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE | $3.3M | 0.48% | 14,392 | Common | NONE |
| 532457108 | LLY | ELI LILLY | $3.0M | 0.43% | 2,764 | Common | NONE |
| 002824100 | ABT | ABBOTT LABS COM | $2.9M | 0.42% | 23,253 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO COM | $2.9M | 0.42% | 7,832 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC COM | $2.4M | 0.35% | 29,985 | Common | NONE |
| 166764100 | CVX | CHEVRON | $2.3M | 0.33% | 14,954 | Common | NONE |
| 370334104 | GIS | GENERAL MILLS | $2.2M | 0.33% | 48,350 | Common | NONE |
| 149123101 | CAT | CATERPILLAR | $2.2M | 0.32% | 3,783 | Common | NONE |
| 064058100 | BK | BANK NEW YORK MELLON CORP COM | $2.2M | 0.31% | 18,545 | Common | NONE |
| 191216100 | KO | COCA COLA | $2.1M | 0.31% | 30,320 | Common | NONE |
| 92826C839 | V | VISA | $2.1M | 0.30% | 5,961 | Common | NONE |
| 896239100 | TRMB | TRIMBLE | $2.1M | 0.30% | 26,250 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY COM NEW | $2.0M | 0.29% | 11,299 | Common | NONE |
| 857477103 | STT | STATE STREET | $1.9M | 0.28% | 14,950 | Common | NONE |
| 244199105 | DE | DEERE & CO COM | $1.9M | 0.28% | 4,095 | Common | NONE |
| 931142103 | WMT | WAL-MART STORES | $1.8M | 0.27% | 16,531 | Common | NONE |
| 20825C104 | COP | CONOCOPHILLIPS | $1.8M | 0.27% | 19,625 | Common | NONE |
| 718546104 | PSX | PHILLIPS 66 | $1.8M | 0.27% | 14,118 | Common | NONE |
| 369604301 | GE | GENERAL ELECTRIC | $1.7M | 0.25% | 5,496 | Common | NONE |
| 655844108 | NSC | NORFOLK SOUTHERN | $1.6M | 0.23% | 5,562 | Common | NONE |
| 75513E101 | RTX | RAYTHEON TECHNOLOGIES | $1.5M | 0.21% | 7,925 | Common | NONE |
| 02079K107 | GOOG | ALPHABET CL C | $1.4M | 0.21% | 4,523 | Common | NONE |
| 052769106 | ADSK | AUTODESK | $1.3M | 0.19% | 4,335 | Common | NONE |
| 126408103 | CSX | CSX CORP COM | $1.3M | 0.18% | 34,600 | Common | NONE |
| 366651107 | IT | GARTNER | $1.2M | 0.18% | 4,947 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION COM | $1.1M | 0.16% | 5,845 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC SHS | $1.0M | 0.15% | 3,191 | Common | NONE |
| 78462F103 | SPY | STATE STR SPDR S&P 500 ETF TR TR UNIT | $990,830 | 0.14% | 1,453 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP | $887,016 | 0.13% | 29,676 | Common | NONE |
| 30040W108 | ES | EVERSOURCE ENERGY | $885,053 | 0.13% | 13,145 | Common | NONE |
| 437076102 | HD | HOME DEPOT | $845,798 | 0.12% | 2,458 | Common | NONE |
| 372460105 | GPC | GENUINE PARTS CO COM | $836,128 | 0.12% | 6,800 | Common | NONE |
| 580135101 | MCD | MCDONALD'S | $809,920 | 0.12% | 2,650 | Common | NONE |
| 92343V104 | VZ | VERIZON | $806,821 | 0.12% | 19,809 | Common | NONE |
| 260003108 | DOV | DOVER CORP COM | $751,674 | 0.11% | 3,850 | Common | NONE |
| 125523100 | CI | THE CIGNA GROUP COM | $680,369 | 0.10% | 2,472 | Common | NONE |
| 023135106 | AMZN | AMAZON | $676,995 | 0.10% | 2,933 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC COM | $668,473 | 0.10% | 2,025 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WORKS | $640,873 | 0.09% | 2,602 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP COM | $639,138 | 0.09% | 6,335 | Common | NONE |
| 693475105 | PNC | PNC FINL SVCS GROUP INC COM | $634,539 | 0.09% | 3,040 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY | $622,268 | 0.09% | 5,309 | Common | NONE |
| 615369105 | MCO | MOODYS CORP COM | $561,935 | 0.08% | 1,100 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED CL A | $556,608 | 0.08% | 975 | Common | NONE |
| 438516106 | HON | HONEYWELL INTERNATIONAL | $554,056 | 0.08% | 2,840 | Common | NONE |
| 22160K105 | COST | COSTCO | $526,027 | 0.08% | 610 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP COM | $490,870 | 0.07% | 9,975 | Common | NONE |
| 00206R102 | T | AT&T | $482,914 | 0.07% | 19,441 | Common | NONE |
| 68389X105 | ORCL | ORACLE | $448,293 | 0.07% | 2,300 | Common | NONE |
| 842587107 | SO | SOUTHERN | $444,720 | 0.06% | 5,100 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS | $429,340 | 0.06% | 1,325 | Common | NONE |
| 548661107 | LOW | LOWE'S COMPANIES | $417,930 | 0.06% | 1,733 | Common | NONE |
| 92206C730 | VONE | VANGUARD RUSSELL 1000 ETF | $414,114 | 0.06% | 1,340 | Common | NONE |
| 78467Y107 | MDY | SPDR S&P MIDCAP 400 ETF TRUST | $392,132 | 0.06% | 650 | Common | NONE |
| 464287200 | IVV | ISHARES CORE S&P 500 ETF | $376,717 | 0.05% | 550 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB | $361,398 | 0.05% | 6,700 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC SHS | $347,556 | 0.05% | 893 | Common | NONE |
| 693506107 | PPG | PPG INDS INC COM | $346,622 | 0.05% | 3,383 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC COM | $333,953 | 0.05% | 2,082 | Common | NONE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO COM | $306,666 | 0.04% | 1,185 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC COM | $297,960 | 0.04% | 3,000 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC COM | $267,310 | 0.04% | 409 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP COM | $263,688 | 0.04% | 300 | Common | NONE |
| 03076C106 | AMP | AMERIPRISE FINL INC COM | $257,429 | 0.04% | 525 | Common | NONE |
| 031162100 | AMGN | AMGEN INC COM | $245,810 | 0.04% | 751 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC CAP STK CL A | $240,697 | 0.04% | 769 | Common | NONE |
| 464287614 | IWF | ISHARES RUSSELL 1000 GROWTH ETF | $236,650 | 0.03% | 500 | Common | NONE |
| 464287523 | SOXX | ISHARES SEMICONDUCTOR ETF | $225,863 | 0.03% | 750 | Common | NONE |
| 25243Q205 | DEO | DIAGEO PLC SPON ADR NEW | $215,675 | 0.03% | 2,500 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TRUST SERIES I | $215,009 | 0.03% | 350 | Common | NONE |
| 55261F104 | MTB | M&T BANK CORP | $211,554 | 0.03% | 1,050 | Common | NONE |
| 670699107 | QQQX | NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS | $203,804 | 0.03% | 7,146 | Common | NONE |
| 464287507 | IJH | ISHARES S&P MID CAP 400 INDEX | $202,950 | 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.