Wilkins Investment Counsel Inc.

In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 9, 2024), Wilkins Investment Counsel Inc. reported 127 stock positions worth $684.9 million. Its top holding was Merck (MRK) at 4.7% of the portfolio, followed by Procter & Gamble (PG, 3.7%) and Intel (INTC, 3.4%). Compared with Q4 2023, it opened 50 new positions, sold out of 2, added to 65 and reduced 8. The biggest buy was Berkshire Hathaway Class B (BRK.B, shares +1271%) and the biggest sale an exit from Splunk (SPLK).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001276853
Portfolio Value
$684.9M (Q1 2024)
SEC Filing
0001276853-24-000004 ↗ filed May 9, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $684.9M $684.9M Q1 2024 Q2 2024: $670.6M Q2 2024 Q3 2024: $723.3M Q3 2024 Q4 2024: $691.6M Q4 2024 Q1 2025: $698.1M Q1 2025 Q2 2025: $706.7M Q2 2025 Q3 2025: $706.1M Q3 2025 Q4 2025: $685.9M Q4 2025 Q1 2026: $698.2M Q1 2026 Q2 2026: $742.0M Q2 2026

Holdings 127 stocks · $684.9M

MRK Merck & Co. Inc. 4.73% 245,581 $32.4M Add +44.3%
PG The Procter & Gamble Co. 3.74% 157,788 $25.6M Add +60.6%
INTC Intel Corp. 3.37% 522,915 $23.1M Add +48.2%
NEM Newmont Corp. 3.13% 597,367 $21.4M Add +57.4%
CB Chubb Ltd. 3.12% 82,448 $21.4M Add +39.7%
ADP Automatic Data Processing 3.07% 84,279 $21.0M Add +40.9%
CTVA Corteva Inc. 3.05% 362,464 $20.9M Add +38.2%
BP BP PLC-Spons ADR 2.93% 533,190 $20.1M Add +41.9%
JNJ Johnson & Johnson 2.80% 121,074 $19.2M Add +47.9%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.79% 100,147 $19.1M Add +56.3%
NVS Novartis AG-Sponsored ADR 2.65% 187,737 $18.2M Add +44.3%
FFIV F5 Inc. 2.63% 94,883 $18.0M Add +46.2%
MDT Medtronic PLC 2.49% 195,803 $17.1M Add +48.8%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 2.43% 193,869 $16.7M Add +32.6%
WMB Williams Cos Inc. 2.43% 426,750 $16.6M Add +42.3%
MMM 3M Co. 2.37% 152,868 $16.2M Add +65.8%
EMR Emerson Electric Co. 2.22% 134,295 $15.2M Add +53.3%
PEP Pepsico Inc. 2.21% 86,612 $15.2M Add +45.8%
SYY Sysco Corp. 2.16% 181,890 $14.8M Add +59.4%
FAST Fastenal Co. 2.01% 178,050 $13.7M Add +16.0%
NTRS Northern Trust Corp. 2.00% 154,207 $13.7M Add +42.9%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 1.98% 247,499 $13.6M Add +51.6%
WY Weyerhaeuser Co. 1.93% 367,185 $13.2M Add +7.9%
DD Dupont DE Nemours Inc. 1.91% 170,654 $13.1M Add +34.5%
UPS United Parcel Service Class B 1.86% 85,726 $12.7M Add +41.6%
FTNT Fortinet Inc. 1.80% 180,650 $12.3M Add +16.8%
BRK.B Berkshire Hathaway Inc. Class B 1.68% 27,410 $11.5M Add +1270.5%
CL Colgate-Palmolive Co. 1.41% 107,240 $9.7M Add +45.6%
TXN Texas Instruments Inc. 1.35% 53,124 $9.3M Add +21.4%
ILMN Illumina Inc. 1.33% 66,280 $9.1M Add +84.0%
MSFT Microsoft Corp. 1.26% 20,590 $8.7M Add +309.8%
IT Gartner Inc. 1.20% 17,243 $8.2M Add +5.4%
FISV Fiserv Inc. 1.19% 51,040 $8.2M Add +6.2%
AMT American Tower Corp. 1.06% 36,895 $7.3M Add +19.1%
PFE Pfizer Inc. 1.04% 257,051 $7.1M Add +149.2%
XOM Exxon Mobil Corp. 1.03% 60,694 $7.1M Add +176.3%
ACN Accenture PLC Class A 1.03% 20,320 $7.0M Add +19.5%
CHRW C.H. Robinson Worldwide Inc. 1.01% 91,230 $6.9M Add +69.6%
TRMB Trimble Inc. 0.90% 96,050 $6.2M Add +21.5%
CPAY Corpay Inc. 0.86% 19,200 $5.9M New
HSY The Hershey Co. 0.85% 30,005 $5.8M Add +15.4%
JPM JPMorgan Chase & Co. 0.72% 24,782 $5.0M Add +379.3%
UNP Union Pacific Corp. 0.70% 19,393 $4.8M Add +18.7%
AAPL Apple Inc. 0.60% 24,153 $4.1M Add +36.4%
GIS General Mills Inc. 0.58% 57,070 $4.0M Add +43.2%
CSCO Cisco Systems Inc. 0.55% 75,646 $3.8M Add +327.9%
ABT Abbott Laboratories 0.48% 29,028 $3.3M New
ABBV Abbvie Inc. 0.45% 16,857 $3.1M New
COP Conocophillips 0.42% 22,590 $2.9M Add +299.7%
PSX Phillips 66 0.41% 17,073 $2.8M Add +317.5%
CLX Clorox Company 0.37% 16,514 $2.5M Add +51.6%
AXP American Express Co. 0.36% 10,912 $2.5M New
AZPN Aspen Technology Inc. 0.35% 11,172 $2.4M Add +77.3%
CVX Chevron Corp. 0.34% 14,815 $2.3M Add +562.9%
LLY Eli Lilly & Co. 0.33% 2,864 $2.2M Add +192.8%
ADSK Autodesk Inc. 0.32% 8,435 $2.2M Reduce -0.3%
KO The Coca-Cola Co. 0.31% 34,638 $2.1M Add +258.2%
NEE Nextera Energy Inc. 0.31% 33,040 $2.1M Add +33.7%
CMCSA Comcast Corp. Class A 0.31% 48,616 $2.1M Add +90.8%
COST Costco Wholesale Corp. 0.30% 2,791 $2.0M New
STT State Street Corp. 0.30% 26,350 $2.0M Add +43.2%
V Visa Inc. Class A 0.27% 6,702 $1.9M Reduce -10.7%
ANSS Ansys Inc. 0.22% 4,350 $1.5M No change
MS Morgan Stanley 0.21% 15,570 $1.5M New
UNH Unitedhealth Group Inc. 0.21% 2,850 $1.4M New
HD Home Depot Inc. 0.19% 3,458 $1.3M New
APD Air Products & Chemicals Inc. 0.18% 5,105 $1.2M Add +173.3%
GPC Genuine Parts Co. 0.18% 7,800 $1.2M New
CI The Cigna Group 0.17% 3,234 $1.2M New
K Kellanova 0.17% 20,275 $1.2M New
FDX FedEx Corp. 0.17% 4,000 $1.2M New
RTX RTX Corp. 0.17% 11,606 $1.1M New
CAT Caterpillar Inc. 0.16% 3,035 $1.1M New
DOV Dover Corp. 0.16% 6,050 $1.1M New
VZ Verizon Communications Inc. 0.16% 25,459 $1.1M New
NSC Norfolk Southern Corp. 0.15% 4,025 $1.0M Add +136.8%
DE Deere & Co. 0.15% 2,495 $1.0M New
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.15% 17,500 $1.0M New
TECH Bio-Techne Corp. 0.14% 13,790 $971K Reduce -7.1%
ETN Eaton Corp. PLC 0.14% 3,100 $969K New
GE General Electric 0.14% 5,511 $967K New
MCD McDonald's Corp. 0.13% 3,189 $899K Add +112.6%
ITW Illinois Tool Works 0.13% 3,252 $873K Add +261.3%
WMT Walmart Inc. 0.12% 13,284 $799K Add +225.1%
AMZN Amazon.com Inc. 0.11% 4,345 $784K Reduce -10.9%
USB US Bancorp 0.11% 16,450 $735K New
PPG PPG Industries Inc. 0.11% 5,028 $729K New
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.10% 5,830 $713K Add +1.4%
ES Eversource Energy 0.10% 10,952 $655K New
GOOG Alphabet Inc. Class C 0.09% 4,072 $620K Add +161.0%
PNC PNC Financial Services Group 0.08% 3,550 $574K New
SPY SS SPDR S&P 500 ETF Trust-US 0.08% 1,096 $573K Reduce -15.4%
BDX Becton Dickinson and Co. 0.08% 2,284 $565K New
CSX CSX Corp. 0.08% 15,200 $563K New
DEO Diageo PLC-Sponsored ADR 0.08% 3,710 $552K New
SHW The Sherwin-Williams Co. 0.08% 1,500 $521K Reduce -11.8%
DOW Dow Inc. 0.07% 8,747 $507K Add +22.6%
DUK Duke Energy Corp. 0.07% 5,145 $498K Add +24.9%
NVDA Nvidia Corp. 0.07% 536 $484K No change
LOW Lowe's Cos Inc. 0.07% 1,888 $481K New
KMB Kimberly-Clark Corp. 0.07% 3,630 $470K New
IQV Iqvia Holdings Inc. 0.07% 1,850 $468K No change
MCO Moody's Corp. 0.06% 1,100 $432K New
TFC Truist Financial Corp. 0.06% 10,620 $414K New
BMY Bristol-Myers Squibb Co. 0.06% 7,566 $410K New
IVV iShares Core S&P 500 ETF 0.06% 750 $394K New
SO The Southern Co. 0.06% 5,400 $387K Add +86.2%
HON Honeywell International Inc. 0.06% 1,855 $381K New
AMP Ameriprise Financial Inc. 0.05% 790 $346K New
SON Sonoco Products Co. 0.05% 5,800 $335K New
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.05% 1,250 $313K New
ORCL Oracle Corp. 0.04% 2,400 $301K Reduce -7.7%
T AT&T Inc. 0.04% 16,711 $294K New
SEE Sealed Air Corp. 0.04% 7,650 $285K New
PH Parker Hannifin Corp. 0.04% 500 $278K New
ED Consolidated Edison Inc. 0.04% 3,000 $272K New
LMT Lockheed Martin Corp. 0.04% 597 $272K New
NKE Nike Inc. Class B 0.04% 2,700 $254K New
CARR Carrier Global Corp. 0.04% 4,327 $252K New
QQQ Invesco QQQ Trust Series 1 0.04% 550 $244K Reduce -26.7%
QDEF NT Qual Div Def ETF 0.04% 3,739 $240K New
PAYX Paychex Inc. 0.03% 1,911 $235K New
SPGI S&P Global Inc. 0.03% 535 $228K New
TT Trane Technologies PLC 0.03% 750 $225K New
GOOGL Alphabet Inc. Class A 0.03% 1,491 $225K New
AMGN Amgen Inc. 0.03% 751 $214K New
FIRY Firy Inc. filed as SKILLZ INC 0.01% 13,500 $88K No change

Portfolio Sells Q4 2023 → Q1 2024

SPLK Splunk Inc. Sold out 0.00% −0.73
V Visa Inc. Class A Reduce -10.7% 0.27% −0.20
ADSK Autodesk Inc. Reduce -0.3% 0.32% −0.18
TECH Bio-Techne Corp. Reduce -7.1% 0.14% −0.14
HIG Hartford Insurance Group Inc. Sold out 0.00% −0.07
SPY SS SPDR S&P 500 ETF Trust-US Reduce -15.4% 0.08% −0.07
AMZN Amazon.com Inc. Reduce -10.9% 0.11% −0.07
SHW The Sherwin-Williams Co. Reduce -11.8% 0.08% −0.05
QQQ Invesco QQQ Trust Series 1 Reduce -26.7% 0.04% −0.04
ORCL Oracle Corp. Reduce -7.7% 0.04% −0.02

Portfolio Buys Q4 2023 → Q1 2024

BRK.B Berkshire Hathaway Inc. Class B Add +1270.5% 1.68% +1.51
CPAY Corpay Inc. New 0.86% +0.86
MSFT Microsoft Corp. Add +309.8% 1.26% +0.80
JPM JPMorgan Chase & Co. Add +379.3% 0.72% +0.51
XOM Exxon Mobil Corp. Add +176.3% 1.03% +0.49
ABT Abbott Laboratories New 0.48% +0.48
ABBV Abbvie Inc. New 0.45% +0.45
AXP American Express Co. New 0.36% +0.36
CSCO Cisco Systems Inc. Add +327.9% 0.55% +0.33
PFE Pfizer Inc. Add +149.2% 1.04% +0.32
COST Costco Wholesale Corp. New 0.30% +0.30
PSX Phillips 66 Add +317.5% 0.41% +0.27
CVX Chevron Corp. Add +562.9% 0.34% +0.26
COP Conocophillips Add +299.7% 0.42% +0.26
IBM Intl Business Machines Corp. Add +56.3% 2.79% +0.24
PG The Procter & Gamble Co. Add +60.6% 3.74% +0.23
MS Morgan Stanley New 0.21% +0.21
UNH Unitedhealth Group Inc. New 0.21% +0.21
MRK Merck & Co. Inc. Add +44.3% 4.73% +0.20
HD Home Depot Inc. New 0.19% +0.19
LLY Eli Lilly & Co. Add +192.8% 0.33% +0.19
GPC Genuine Parts Co. New 0.18% +0.18
CI The Cigna Group New 0.17% +0.17
KO The Coca-Cola Co. Add +258.2% 0.31% +0.17
K Kellanova New 0.17% +0.17
FDX FedEx Corp. New 0.17% +0.17
RTX RTX Corp. New 0.17% +0.17
CAT Caterpillar Inc. New 0.16% +0.16
DOV Dover Corp. New 0.16% +0.16
VZ Verizon Communications Inc. New 0.16% +0.16
DE Deere & Co. New 0.15% +0.15
BNY Bank of New York Mellon Corp. New 0.15% +0.15
EMR Emerson Electric Co. Add +53.3% 2.22% +0.14
ETN Eaton Corp. PLC New 0.14% +0.14
GE General Electric New 0.14% +0.14
SYY Sysco Corp. Add +59.4% 2.16% +0.12
USB US Bancorp New 0.11% +0.11
PPG PPG Industries Inc. New 0.11% +0.11
ILMN Illumina Inc. Add +84.0% 1.33% +0.11
ES Eversource Energy New 0.10% +0.10
PNC PNC Financial Services Group New 0.08% +0.08
BDX Becton Dickinson and Co. New 0.08% +0.08
CSX CSX Corp. New 0.08% +0.08
DEO Diageo PLC-Sponsored ADR New 0.08% +0.08
LOW Lowe's Cos Inc. New 0.07% +0.07
ITW Illinois Tool Works Add +261.3% 0.13% +0.07
KMB Kimberly-Clark Corp. New 0.07% +0.07
WMT Walmart Inc. Add +225.1% 0.12% +0.06
MCO Moody's Corp. New 0.06% +0.06
TFC Truist Financial Corp. New 0.06% +0.06

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 119$742.0MNEM, MRK, CTVA, CB, NTRS
Q1 2026 119$698.2MNEM, MRK, CTVA, CB, BP
Q4 2025 120$685.9MNEM, MRK, CB, IBM, MMM
Q3 2025 122$706.1MNEM, IBM, MMM, ADP, WMB
Q2 2025 120$706.7MNEM, IBM, CTVA, ADP, CB
Q1 2025 125$698.1MNEM, ADP, IBM, CB, PG
Q4 2024 128$691.6MPG, ADP, MRK, CB, NEM
Q3 2024 124$723.3MNEM, MRK, PG, CB, ADP
Q2 2024 126$670.6MMRK, PG, NEM, CB, ADP
Q1 2024 127$684.9MMRK, PG, INTC, NEM, CB