WILKINS INVESTMENT COUNSEL INC

CIK: 0001276853SEC EDGAR →

Portfolio Value

$686K

Holdings

120

As of

Q4 2025

New Positions

120

Closed Positions

0

Top 10 Holdings

RankStockSharesValue% of Portfolio
1
NEM

NEWMONT

456,955$46K
6.65%
2
MRK

MERCK

250,356$26K
3.84%
3
CB

CHUBB LIMITED

75,467$24K
3.43%
4
IBM

INTERNATIONAL BUSINESS MACHINES

76,935$23K
3.32%
5
MMM

3M

141,746$23K
3.31%
6
CTVA

CORTEVA

316,292$21K
3.09%
7
JNJ

JOHNSON & JOHNSON

98,950$20K
2.99%
8
ADP

AUTOMATIC DATA PROCESSING

77,781$20K
2.92%
9
PG

PROCTER & GAMBLE

136,667$20K
2.86%
10
NTRS

NORTHERN TRUST

140,451$19K
2.80%

Quarterly Changes

Top Buys

NEMNEW
$46K
MRKNEW
$26K
CBNEW
$24K
IBMNEW
$23K
MMMNEW
$23K

Top Sells

No sells this quarter

New Positions (120)

NEM
$46K · 457K shares
MRK
$26K · 250K shares
CB
$24K · 75K shares
IBM
$23K · 77K shares
MMM
$23K · 142K shares
CTVA
$21K · 316K shares
JNJ
$20K · 99K shares
ADP
$20K · 78K shares
PG
$20K · 137K shares
NTRS
$19K · 140K shares
MDT
$19K · 196K shares
WMB
$19K · 311K shares
BP
$17K · 497K shares
ILMN
$17K · 131K shares
NVSN
$16K · 116K shares
EMR
$16K · 118K shares
IQV
$15K · 68K shares
PEP
$15K · 107K shares
IFF
$15K · 227K shares
UPS
$15K · 153K shares
SYY
$13K · 183K shares
FTNT
$12K · 152K shares
WY
$12K · 506K shares
SLB
$11K · 288K shares
CPAY
$10K · 34K shares
BRK/B
$9K · 18K shares
CL
$9K · 112K shares
TXN
$9K · 49K shares
FISV
$8K · 117K shares
Q
$8K · 93K shares
MSFT
$8K · 16K shares
CPRT
$7K · 191K shares
AMT
$7K · 40K shares
DD
$7K · 173K shares
FAST
$7K · 167K shares
FFIV
$7K · 26K shares
DIS
$6K · 56K shares
XOM
$6K · 51K shares
AAPL
$6K · 23K shares
JPM
$6K · 19K shares
TECH
$6K · 103K shares
CSCO
$6K · 74K shares
CLX
$6K · 55K shares
HSY
$5K · 29K shares
UNP
$4K · 19K shares
PFE
$4K · 179K shares
ACN
$4K · 16K shares
ABBV
$3K · 14K shares
LLY
$3K · 3K shares
ABT
$3K · 23K shares
AXP
$3K · 8K shares
NEE
$2K · 30K shares
CVX
$2K · 15K shares
GIS
$2K · 48K shares
CAT
$2K · 4K shares
BK
$2K · 19K shares
KO
$2K · 30K shares
V
$2K · 6K shares
TRMB
$2K · 26K shares
DWD
$2K · 11K shares
STT
$2K · 15K shares
DE
$2K · 4K shares
WMT
$2K · 17K shares
COP
$2K · 20K shares
PSX
$2K · 14K shares
GE
$2K · 5K shares
NSC
$2K · 6K shares
RTX
$1K · 8K shares
GOOG
$1K · 5K shares
ADSK
$1K · 4K shares
CSX
$1K · 35K shares
IT
$1K · 5K shares
NVDA
$1K · 6K shares
ETN
$1K · 3K shares
SPY
$990 · 1K shares
CMCSA
$887 · 30K shares
ES
$885 · 13K shares
HD
$845 · 2K shares
GPC
$836 · 7K shares
MCD
$809 · 3K shares
BAC
$806 · 20K shares
DOV
$751 · 4K shares
CI
$680 · 2K shares
AMZN
$676 · 3K shares
UNH
$668 · 2K shares
ITW
$640 · 3K shares
KMB
$639 · 6K shares
PNC
$634 · 3K shares
DUK
$622 · 5K shares
MCO
$561 · 1K shares
MA
$556 · 975 shares
HON
$554 · 3K shares
COST
$526 · 610 shares
TFC
$490 · 10K shares
T
$482 · 19K shares
ORCL
$448 · 2K shares
SO
$444 · 5K shares
SHW
$429 · 1K shares
LOW
$417 · 2K shares
VONE
$414 · 1K shares
MDY
$392 · 650 shares
IVV
$376 · 550 shares
BMY
$361 · 7K shares
TT
$347 · 893 shares
PPG
$346 · 3K shares
4I1
$333 · 2K shares
AJG
$306 · 1K shares
ED
$297 · 3K shares
GEV
$267 · 409 shares
PH
$263 · 300 shares
A4S
$257 · 525 shares
AMGN
$245 · 751 shares
GOOGL
$240 · 769 shares
IWF
$236 · 500 shares
SOXX
$225 · 750 shares
DEO
$215 · 3K shares
NDQ
$215 · 350 shares
MTB
$211 · 1K shares
QQQX
$203 · 7K shares
IJH
$202 · 3K shares

Sector Breakdown

Sector# HoldingsValue%
Healthcare14$120K17.5%
Industrials19$106K15.4%
Technology17$106K15.4%
Basic Materials6$90K13.1%
Consumer Defensive12$76K11.1%
Financial Services21$64K9.4%
Energy7$59K8.6%
Unknown6$28K4.1%
Real Estate2$19K2.8%
Communication Services5$9K1.4%
Utilities6$5K0.7%
Consumer Cyclical5$4K0.5%