Wilkins Investment Counsel Inc.

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Wilkins Investment Counsel Inc. reported 126 stock positions worth $670.6 million. Its top holding was Merck (MRK) at 4.5% of the portfolio, followed by Procter & Gamble (PG, 3.9%) and Newmont (NEM, 3.8%). Compared with Q1 2024, it sold out of 2, added to 57 and reduced 31. The biggest buy was Newmont (NEM, shares +2%) and the biggest sale Fastenal (FAST, shares −1%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001276853
Portfolio Value
$670.6M (Q2 2024)
SEC Filing
0001276853-24-000006 ↗ filed Aug 8, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $684.9M Q1 2024 Q2 2024: $670.6M $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 126 stocks · $670.6M
MRK Merck & Co. Inc. 4.51% 244,366 $30.3M Reduce -0.5%
PG The Procter & Gamble Co. 3.88% 157,735 $26.0M Reduce -0.0%
NEM Newmont Corp. 3.79% 607,608 $25.4M Add +1.7%
CB Chubb Ltd. 3.17% 83,336 $21.3M Add +1.1%
ADP Automatic Data Processing 3.02% 84,928 $20.3M Add +0.8%
NVS Novartis AG-Sponsored ADR 3.00% 188,969 $20.1M Add +0.7%
CTVA Corteva Inc. 2.94% 365,995 $19.7M Add +1.0%
BP BP PLC-Spons ADR 2.92% 543,328 $19.6M Add +1.9%
JNJ Johnson & Johnson 2.79% 127,842 $18.7M Add +5.6%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 2.78% 195,528 $18.6M Add +0.9%
WMB Williams Cos Inc. 2.72% 429,507 $18.3M Add +0.7%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.63% 102,115 $17.7M Add +2.0%
INTC Intel Corp. 2.47% 533,992 $16.5M Add +2.1%
FFIV F5 Inc. 2.45% 95,497 $16.4M Add +0.7%
MDT Medtronic PLC 2.37% 201,543 $15.9M Add +2.9%
MMM 3M Co. 2.29% 150,321 $15.4M Reduce -1.7%
EMR Emerson Electric Co. 2.22% 134,963 $14.9M Add +0.5%
PEP Pepsico Inc. 2.18% 88,527 $14.6M Add +2.2%
DD Dupont DE Nemours Inc. 2.07% 172,683 $13.9M Add +1.2%
SYY Sysco Corp. 1.98% 185,953 $13.3M Add +2.2%
NTRS Northern Trust Corp. 1.95% 155,574 $13.1M Add +0.9%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 1.93% 274,079 $12.9M Add +10.7%
UPS United Parcel Service Class B 1.87% 91,416 $12.5M Add +6.6%
ILMN Illumina Inc. 1.69% 108,502 $11.3M Add +63.7%
BRK.B Berkshire Hathaway Inc. Class B 1.67% 27,610 $11.2M Add +0.7%
FAST Fastenal Co. 1.65% 176,613 $11.1M Reduce -0.8%
FTNT Fortinet Inc. 1.64% 182,392 $11.0M Add +1.0%
WY Weyerhaeuser Co. 1.60% 377,585 $10.7M Add +2.8%
CL Colgate-Palmolive Co. 1.57% 108,324 $10.5M Add +1.0%
TXN Texas Instruments Inc. 1.55% 53,284 $10.4M Add +0.3%
MSFT Microsoft Corp. 1.36% 20,455 $9.1M Reduce -0.7%
CHRW C.H. Robinson Worldwide Inc. 1.19% 90,379 $8.0M Reduce -0.9%
FISV Fiserv Inc. 1.13% 51,005 $7.6M Reduce -0.1%
IT Gartner Inc. 1.12% 16,758 $7.5M Reduce -2.8%
XOM Exxon Mobil Corp. 1.12% 65,259 $7.5M Add +7.5%
PFE Pfizer Inc. 1.09% 261,234 $7.3M Add +1.6%
AMT American Tower Corp. 1.07% 36,855 $7.2M Reduce -0.1%
ACN Accenture PLC Class A 0.93% 20,620 $6.3M Add +1.5%
CPAY Corpay Inc. 0.89% 22,425 $6.0M Add +16.8%
HSY The Hershey Co. 0.83% 30,230 $5.6M Add +0.8%
TRMB Trimble Inc. 0.81% 97,450 $5.4M Add +1.5%
AAPL Apple Inc. 0.77% 24,558 $5.2M Add +1.7%
JPM JPMorgan Chase & Co. 0.74% 24,432 $4.9M Reduce -1.4%
UNP Union Pacific Corp. 0.71% 20,943 $4.7M Add +8.0%
CSCO Cisco Systems Inc. 0.55% 77,781 $3.7M Add +2.8%
GIS General Mills Inc. 0.54% 56,870 $3.6M Reduce -0.3%
ABT Abbott Laboratories 0.44% 28,528 $3.0M Reduce -1.7%
ABBV Abbvie Inc. 0.43% 16,657 $2.9M Reduce -1.2%
LLY Eli Lilly & Co. 0.42% 3,104 $2.8M Add +8.4%
COP Conocophillips 0.39% 22,590 $2.6M No change
CVX Chevron Corp. 0.39% 16,515 $2.6M Add +11.5%
AXP American Express Co. 0.38% 11,082 $2.6M Add +1.6%
PSX Phillips 66 0.36% 17,178 $2.4M Add +0.6%
COST Costco Wholesale Corp. 0.35% 2,758 $2.3M Reduce -1.2%
CLX Clorox Company 0.35% 17,134 $2.3M Add +3.8%
NEE Nextera Energy Inc. 0.35% 32,965 $2.3M Reduce -0.2%
KO The Coca-Cola Co. 0.34% 36,038 $2.3M Add +4.0%
AZPN Aspen Technology Inc. 0.33% 11,172 $2.2M No change
CMCSA Comcast Corp. Class A 0.29% 49,330 $1.9M Add +1.5%
V Visa Inc. Class A 0.26% 6,702 $1.8M No change
STT State Street Corp. 0.25% 22,750 $1.7M Reduce -13.7%
ADSK Autodesk Inc. 0.23% 6,290 $1.6M Reduce -25.4%
UNH Unitedhealth Group Inc. 0.22% 2,870 $1.5M Add +0.7%
MS Morgan Stanley 0.21% 14,714 $1.4M Reduce -5.5%
ANSS Ansys Inc. 0.21% 4,325 $1.4M Reduce -0.6%
FDX FedEx Corp. 0.19% 4,220 $1.3M Add +5.5%
HD Home Depot Inc. 0.18% 3,458 $1.2M No change
TECH Bio-Techne Corp. 0.18% 16,490 $1.2M Add +19.6%
RTX RTX Corp. 0.17% 11,606 $1.2M No change
NSC Norfolk Southern Corp. 0.17% 5,423 $1.2M Add +34.7%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.17% 18,700 $1.1M Add +6.9%
CI The Cigna Group 0.16% 3,327 $1.1M Add +2.9%
DOV Dover Corp. 0.16% 5,990 $1.1M Reduce -1.0%
GPC Genuine Parts Co. 0.16% 7,800 $1.1M No change
CAT Caterpillar Inc. 0.16% 3,220 $1.1M Add +6.1%
K Kellanova 0.15% 17,875 $1.0M Reduce -11.8%
IQV Iqvia Holdings Inc. 0.15% 4,810 $1.0M Add +160.0%
VZ Verizon Communications Inc. 0.15% 24,634 $1.0M Reduce -3.2%
WMT Walmart Inc. 0.14% 14,214 $962K Add +7.0%
DE Deere & Co. 0.14% 2,495 $932K No change
GE General Electric filed as GE AEROSPACE 0.14% 5,834 $927K Add +5.9%
ETN Eaton Corp. PLC 0.14% 2,900 $909K Reduce -6.5%
APD Air Products & Chemicals Inc. 0.13% 3,505 $904K Reduce -31.3%
AMZN Amazon.com Inc. 0.13% 4,345 $840K No change
MCD McDonald's Corp. 0.12% 3,189 $813K No change
CSX CSX Corp. 0.12% 23,500 $786K Add +54.6%
ITW Illinois Tool Works 0.11% 3,252 $771K No change
KMB Kimberly-Clark Corp. 0.11% 5,480 $757K Add +51.0%
GOOG Alphabet Inc. Class C 0.11% 3,873 $710K Reduce -4.9%
NVDA Nvidia Corp. 0.10% 5,360 $662K No change
USB US Bancorp 0.10% 16,450 $653K No change
PPG PPG Industries Inc. 0.09% 5,028 $633K No change
ES Eversource Energy 0.09% 10,952 $621K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.09% 1,096 $596K No change
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.09% 5,830 $579K No change
PNC PNC Financial Services Group 0.08% 3,550 $552K No change
BDX Becton Dickinson and Co. 0.08% 2,284 $534K No change
DUK Duke Energy Corp. 0.08% 5,025 $504K Reduce -2.3%
DEO Diageo PLC-Sponsored ADR 0.07% 3,710 $468K No change
MCO Moody's Corp. 0.07% 1,100 $463K No change

Show all 126 holdings

Portfolio Sells Q1 2024 → Q2 2024
FAST Fastenal Co. Reduce -0.8% 1.65% −0.35
MRK Merck & Co. Inc. Reduce -0.5% 4.51% −0.22
ADSK Autodesk Inc. Reduce -25.4% 0.23% −0.09
IT Gartner Inc. Reduce -2.8% 1.12% −0.08
MMM 3M Co. Reduce -1.7% 2.29% −0.08
FISV Fiserv Inc. Reduce -0.1% 1.13% −0.06
GIS General Mills Inc. Reduce -0.3% 0.54% −0.05
STT State Street Corp. Reduce -13.7% 0.25% −0.05
APD Air Products & Chemicals Inc. Reduce -31.3% 0.13% −0.05
ABT Abbott Laboratories Reduce -1.7% 0.44% −0.04
QDEF NT Qual Div Def ETF Sold out 0.00% −0.04
GOOGL Alphabet Inc. Class A Sold out 0.00% −0.03
ABBV Abbvie Inc. Reduce -1.2% 0.43% −0.02
K Kellanova Reduce -11.8% 0.15% −0.02
DOW Dow Inc. Reduce -12.1% 0.06% −0.01
ANSS Ansys Inc. Reduce -0.6% 0.21% −0.01
PH Parker Hannifin Corp. Reduce -15.0% 0.03% −0.01
ETN Eaton Corp. PLC Reduce -6.5% 0.14% −0.01
IVV iShares Core S&P 500 ETF Reduce -13.3% 0.05% −0.00
VZ Verizon Communications Inc. Reduce -3.2% 0.15% −0.00
QQQ Invesco QQQ Trust Series 1 Reduce -15.4% 0.03% −0.00
MS Morgan Stanley Reduce -5.5% 0.21% −0.00
TT Trane Technologies PLC Reduce -6.7% 0.03% +0.00
DUK Duke Energy Corp. Reduce -2.3% 0.08% +0.00
AMT American Tower Corp. Reduce -0.1% 1.07% +0.00
DOV Dover Corp. Reduce -1.0% 0.16% +0.00
JPM JPMorgan Chase & Co. Reduce -1.4% 0.74% +0.01
GOOG Alphabet Inc. Class C Reduce -4.9% 0.11% +0.02
NEE Nextera Energy Inc. Reduce -0.2% 0.35% +0.04
COST Costco Wholesale Corp. Reduce -1.2% 0.35% +0.05
MSFT Microsoft Corp. Reduce -0.7% 1.36% +0.10
PG The Procter & Gamble Co. Reduce -0.0% 3.88% +0.14
CHRW C.H. Robinson Worldwide Inc. Reduce -0.9% 1.19% +0.17

Portfolio Buys Q1 2024 → Q2 2024
NEM Newmont Corp. Add +1.7% 3.79% +0.67
ILMN Illumina Inc. Add +63.7% 1.69% +0.36
NVS Novartis AG-Sponsored ADR Add +0.7% 3.00% +0.35
IFF Intl Flavors & Fragrances Add +0.9% 2.78% +0.34
WMB Williams Cos Inc. Add +0.7% 2.72% +0.29
TXN Texas Instruments Inc. Add +0.3% 1.55% +0.19
AAPL Apple Inc. Add +1.7% 0.77% +0.17
DD Dupont DE Nemours Inc. Add +1.2% 2.07% +0.16
CL Colgate-Palmolive Co. Add +1.0% 1.57% +0.16
LLY Eli Lilly & Co. Add +8.4% 0.42% +0.09
XOM Exxon Mobil Corp. Add +7.5% 1.12% +0.09
IQV Iqvia Holdings Inc. Add +160.0% 0.15% +0.08
CB Chubb Ltd. Add +1.1% 3.17% +0.05
PFE Pfizer Inc. Add +1.6% 1.09% +0.05
KMB Kimberly-Clark Corp. Add +51.0% 0.11% +0.04
CVX Chevron Corp. Add +11.5% 0.39% +0.04
CSX CSX Corp. Add +54.6% 0.12% +0.04
TECH Bio-Techne Corp. Add +19.6% 0.18% +0.03
KO The Coca-Cola Co. Add +4.0% 0.34% +0.03
WMT Walmart Inc. Add +7.0% 0.14% +0.03
CPAY Corpay Inc. Add +16.8% 0.89% +0.03
NSC Norfolk Southern Corp. Add +34.7% 0.17% +0.02
AXP American Express Co. Add +1.6% 0.38% +0.02
BNY Bank of New York Mellon Corp. Add +6.9% 0.17% +0.02
FDX FedEx Corp. Add +5.5% 0.19% +0.02
GRAL Grail Inc. Add +63.0% 0.04% +0.02
UNH Unitedhealth Group Inc. Add +0.7% 0.22% +0.01
UNP Union Pacific Corp. Add +8.0% 0.71% +0.01
T AT&T Inc. Add +11.6% 0.05% +0.01
HON Honeywell International Inc. Add +10.8% 0.07% +0.01
UPS United Parcel Service Class B Add +6.6% 1.87% +0.01
CSCO Cisco Systems Inc. Add +2.8% 0.55% −0.00
CAT Caterpillar Inc. Add +6.1% 0.16% −0.00
GE General Electric Add +5.9% 0.14% −0.00
EMR Emerson Electric Co. Add +0.5% 2.22% −0.01
CI The Cigna Group Add +2.9% 0.16% −0.01
BRK.B Berkshire Hathaway Inc. Class B Add +0.7% 1.67% −0.01
BP BP PLC-Spons ADR Add +1.9% 2.92% −0.01
JNJ Johnson & Johnson Add +5.6% 2.79% −0.01
CMCSA Comcast Corp. Class A Add +1.5% 0.29% −0.02
CLX Clorox Company Add +3.8% 0.35% −0.02
HSY The Hershey Co. Add +0.8% 0.83% −0.02
PEP Pepsico Inc. Add +2.2% 2.18% −0.04
PSX Phillips 66 Add +0.6% 0.36% −0.05
ADP Automatic Data Processing Add +0.8% 3.02% −0.05
SLB SLB Ltd. Add +10.7% 1.93% −0.05
NTRS Northern Trust Corp. Add +0.9% 1.95% −0.05
TRMB Trimble Inc. Add +1.5% 0.81% −0.09
ACN Accenture PLC Class A Add +1.5% 0.93% −0.10
CTVA Corteva Inc. Add +1.0% 2.94% −0.11

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