Wilkins Investment Counsel Inc.

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 12, 2024), Wilkins Investment Counsel Inc. reported 124 stock positions worth $723.3 million. Its top holding was Newmont (NEM) at 4.5% of the portfolio, followed by Merck (MRK, 3.8%) and Procter & Gamble (PG, 3.7%). Compared with Q2 2024, it opened 2 new positions, sold out of 4, added to 27 and reduced 52. The biggest buy was Walt Disney (DIS, shares +806%) and the biggest sale Intel (INTC, shares −13%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001276853
Portfolio Value
$723.3M (Q3 2024)
SEC Filing
0001276853-24-000010 ↗ filed Nov 12, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $684.9M Q1 2024 Q2 2024: $670.6M Q2 2024 Q3 2024: $723.3M $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 124 stocks · $723.3M
NEM Newmont Corp. 4.48% 606,633 $32.4M Reduce -0.2%
MRK Merck & Co. Inc. 3.81% 242,482 $27.5M Reduce -0.8%
PG The Procter & Gamble Co. 3.70% 154,678 $26.8M Reduce -1.9%
CB Chubb Ltd. 3.31% 82,941 $23.9M Reduce -0.5%
ADP Automatic Data Processing 3.23% 84,448 $23.4M Reduce -0.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 3.07% 100,584 $22.2M Reduce -1.5%
NVS Novartis AG-Sponsored ADR 2.99% 188,056 $21.6M Reduce -0.5%
CTVA Corteva Inc. 2.97% 365,595 $21.5M Reduce -0.1%
JNJ Johnson & Johnson 2.88% 128,629 $20.8M Add +0.6%
MMM 3M Co. 2.84% 150,476 $20.6M Add +0.1%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 2.83% 194,908 $20.5M Reduce -0.3%
WMB Williams Cos Inc. 2.67% 423,345 $19.3M Reduce -1.4%
MDT Medtronic PLC 2.51% 202,003 $18.2M Add +0.2%
BP BP PLC-Spons ADR 2.39% 551,765 $17.3M Add +1.6%
UPS United Parcel Service Class B 2.20% 116,548 $15.9M Add +27.5%
DD Dupont DE Nemours Inc. 2.12% 172,278 $15.4M Reduce -0.2%
PEP Pepsico Inc. 2.08% 88,627 $15.1M Add +0.1%
EMR Emerson Electric Co. 2.05% 135,613 $14.8M Add +0.5%
SYY Sysco Corp. 1.99% 184,803 $14.4M Reduce -0.6%
FFIV F5 Inc. 1.99% 65,487 $14.4M Reduce -31.4%
FTNT Fortinet Inc. 1.95% 181,841 $14.1M Reduce -0.3%
NTRS Northern Trust Corp. 1.94% 156,047 $14.0M Add +0.3%
WY Weyerhaeuser Co. 1.85% 395,260 $13.4M Add +4.7%
ILMN Illumina Inc. 1.83% 101,232 $13.2M Reduce -6.7%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 1.78% 306,767 $12.9M Add +11.9%
BRK.B Berkshire Hathaway Inc. Class B 1.77% 27,810 $12.8M Add +0.7%
FAST Fastenal Co. 1.75% 176,913 $12.6M Add +0.2%
CL Colgate-Palmolive Co. 1.55% 107,839 $11.2M Reduce -0.5%
INTC Intel Corp. 1.51% 466,180 $10.9M Reduce -12.7%
TXN Texas Instruments Inc. 1.50% 52,684 $10.9M Reduce -1.1%
MSFT Microsoft Corp. 1.24% 20,840 $9.0M Add +1.9%
FISV Fiserv Inc. 1.24% 49,753 $8.9M Reduce -2.5%
AMT American Tower Corp. 1.17% 36,500 $8.5M Reduce -1.0%
CPAY Corpay Inc. 1.14% 26,340 $8.2M Add +17.5%
IT Gartner Inc. 1.11% 15,848 $8.0M Reduce -5.4%
PFE Pfizer Inc. 1.06% 263,934 $7.6M Add +1.0%
XOM Exxon Mobil Corp. 1.03% 63,516 $7.4M Reduce -2.7%
ACN Accenture PLC Class A 0.99% 20,297 $7.2M Reduce -1.6%
TRMB Trimble Inc. 0.84% 97,450 $6.1M No change
HSY The Hershey Co. 0.79% 29,638 $5.7M Reduce -2.0%
AAPL Apple Inc. 0.79% 24,393 $5.7M Reduce -0.7%
UNP Union Pacific Corp. 0.71% 20,918 $5.2M Reduce -0.1%
JPM JPMorgan Chase & Co. 0.70% 24,127 $5.1M Reduce -1.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.70% 52,823 $5.1M Add +806.0%
GIS General Mills Inc. 0.59% 58,145 $4.3M Add +2.2%
CSCO Cisco Systems Inc. 0.57% 77,781 $4.1M No change
ABT Abbott Laboratories 0.44% 27,728 $3.2M Reduce -2.8%
ABBV Abbvie Inc. 0.43% 15,832 $3.1M Reduce -5.0%
CLX Clorox Company 0.39% 17,334 $2.8M Add +1.2%
NEE Nextera Energy Inc. 0.39% 32,965 $2.8M No change
AZPN Aspen Technology Inc. 0.38% 11,508 $2.7M Add +3.0%
LLY Eli Lilly & Co. 0.37% 3,044 $2.7M Reduce -1.9%
AXP American Express Co. 0.37% 9,832 $2.7M Reduce -11.3%
COST Costco Wholesale Corp. 0.34% 2,758 $2.4M No change
CVX Chevron Corp. 0.34% 16,515 $2.4M No change
COP Conocophillips 0.33% 22,590 $2.4M No change
KO The Coca-Cola Co. 0.32% 32,657 $2.3M Reduce -9.4%
PSX Phillips 66 0.29% 16,178 $2.1M Reduce -5.8%
CMCSA Comcast Corp. Class A 0.28% 49,330 $2.1M No change
CHRW C.H. Robinson Worldwide Inc. 0.27% 17,650 $1.9M Reduce -80.5%
V Visa Inc. Class A 0.25% 6,502 $1.8M Reduce -3.0%
IQV Iqvia Holdings Inc. 0.25% 7,485 $1.8M Add +55.6%
MS Morgan Stanley 0.21% 14,714 $1.5M No change
K Kellanova 0.20% 17,650 $1.4M Reduce -1.3%
HD Home Depot Inc. 0.19% 3,458 $1.4M No change
ADSK Autodesk Inc. 0.19% 5,060 $1.4M Reduce -19.6%
ANSS Ansys Inc. 0.19% 4,325 $1.4M No change
TECH Bio-Techne Corp. 0.19% 17,140 $1.4M Add +3.9%
RTX RTX Corp. 0.19% 11,283 $1.4M Reduce -2.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.19% 18,700 $1.3M No change
NSC Norfolk Southern Corp. 0.19% 5,400 $1.3M Reduce -0.4%
STT State Street Corp. 0.18% 14,950 $1.3M Reduce -34.3%
WMT Walmart Inc. 0.18% 15,864 $1.3M Add +11.6%
CAT Caterpillar Inc. 0.17% 3,120 $1.2M Reduce -3.1%
CI The Cigna Group 0.17% 3,497 $1.2M Add +5.1%
FDX FedEx Corp. 0.16% 4,220 $1.2M No change
VZ Verizon Communications Inc. 0.16% 25,434 $1.1M Add +3.3%
GPC Genuine Parts Co. 0.15% 7,800 $1.1M No change
DOV Dover Corp. 0.15% 5,550 $1.1M Reduce -7.3%
APD Air Products & Chemicals Inc. 0.14% 3,505 $1.0M No change
DE Deere & Co. 0.14% 2,495 $1.0M No change
GE General Electric filed as GE AEROSPACE 0.14% 5,409 $1.0M Reduce -7.3%
MCD McDonald's Corp. 0.13% 3,189 $971K No change
ETN Eaton Corp. PLC 0.13% 2,850 $945K Reduce -1.7%
ITW Illinois Tool Works 0.12% 3,252 $852K No change
CSX CSX Corp. 0.11% 23,400 $808K Reduce -0.4%
KMB Kimberly-Clark Corp. 0.11% 5,480 $780K No change
GOOG Alphabet Inc. Class C 0.11% 4,573 $765K Add +18.1%
USB US Bancorp 0.10% 16,450 $752K No change
ES Eversource Energy 0.10% 10,952 $745K No change
PPG PPG Industries Inc. 0.09% 5,028 $666K No change
PNC PNC Financial Services Group 0.09% 3,550 $656K No change
NVDA Nvidia Corp. 0.09% 5,360 $651K No change
DUK Duke Energy Corp. 0.09% 5,565 $642K Add +10.8%
SPY SS SPDR S&P 500 ETF Trust-US 0.09% 1,096 $629K No change
AMZN Amazon.com Inc. 0.09% 3,325 $620K Reduce -23.5%
SHW The Sherwin-Williams Co. 0.08% 1,500 $573K No change
BDX Becton Dickinson and Co. 0.08% 2,284 $551K No change
MCO Moody's Corp. 0.07% 1,100 $522K No change
DEO Diageo PLC-Sponsored ADR 0.07% 3,710 $521K No change

Show all 124 holdings

Portfolio Sells Q2 2024 → Q3 2024
INTC Intel Corp. Reduce -12.7% 1.51% −0.95
CHRW C.H. Robinson Worldwide Inc. Reduce -80.5% 0.27% −0.92
MRK Merck & Co. Inc. Reduce -0.8% 3.81% −0.70
FFIV F5 Inc. Reduce -31.4% 1.99% −0.46
UNH Unitedhealth Group Inc. Sold out 0.00% −0.22
PG The Procter & Gamble Co. Reduce -1.9% 3.70% −0.17
XOM Exxon Mobil Corp. Reduce -2.7% 1.03% −0.09
STT State Street Corp. Reduce -34.3% 0.18% −0.07
PSX Phillips 66 Reduce -5.8% 0.29% −0.07
WMB Williams Cos Inc. Reduce -1.4% 2.67% −0.05
LLY Eli Lilly & Co. Reduce -1.9% 0.37% −0.05
HSY The Hershey Co. Reduce -2.0% 0.79% −0.04
GRAL Grail Inc. Sold out 0.00% −0.04
TXN Texas Instruments Inc. Reduce -1.1% 1.50% −0.04
AMZN Amazon.com Inc. Reduce -23.5% 0.09% −0.04
ADSK Autodesk Inc. Reduce -19.6% 0.19% −0.04
SPGI S&P Global Inc. Sold out 0.00% −0.04
JPM JPMorgan Chase & Co. Reduce -1.3% 0.70% −0.03
CL Colgate-Palmolive Co. Reduce -0.5% 1.55% −0.02
KO The Coca-Cola Co. Reduce -9.4% 0.32% −0.02
V Visa Inc. Class A Reduce -3.0% 0.25% −0.02
AMP Ameriprise Financial Inc. Reduce -30.4% 0.04% −0.01
FIRY Firy Inc. Sold out 0.00% −0.01
AXP American Express Co. Reduce -11.3% 0.37% −0.01
DOV Dover Corp. Reduce -7.3% 0.15% −0.01
IT Gartner Inc. Reduce -5.4% 1.11% −0.01
NVS Novartis AG-Sponsored ADR Reduce -0.5% 2.99% −0.01
SON Sonoco Products Co. Reduce -20.7% 0.03% −0.01
CSX CSX Corp. Reduce -0.4% 0.11% −0.01
DOW Dow Inc. Reduce -4.8% 0.06% −0.01
ETN Eaton Corp. PLC Reduce -1.7% 0.13% −0.01
ABT Abbott Laboratories Reduce -2.8% 0.44% −0.00
SEE Sealed Air Corp. Reduce -3.3% 0.04% −0.00
GE General Electric Reduce -7.3% 0.14% +0.00
PH Parker Hannifin Corp. Reduce -5.9% 0.03% +0.00
CARR Carrier Global Corp. Reduce -4.4% 0.05% +0.01
ABBV Abbvie Inc. Reduce -5.0% 0.43% +0.01
UNP Union Pacific Corp. Reduce -0.1% 0.71% +0.01
CAT Caterpillar Inc. Reduce -3.1% 0.17% +0.01
NSC Norfolk Southern Corp. Reduce -0.4% 0.19% +0.01
AAPL Apple Inc. Reduce -0.7% 0.79% +0.01
SYY Sysco Corp. Reduce -0.6% 1.99% +0.01
RTX RTX Corp. Reduce -2.8% 0.19% +0.02
CTVA Corteva Inc. Reduce -0.1% 2.97% +0.03
K Kellanova Reduce -1.3% 0.20% +0.04
DD Dupont DE Nemours Inc. Reduce -0.2% 2.12% +0.05
IFF Intl Flavors & Fragrances Reduce -0.3% 2.83% +0.05
ACN Accenture PLC Class A Reduce -1.6% 0.99% +0.06
FISV Fiserv Inc. Reduce -2.5% 1.24% +0.10
AMT American Tower Corp. Reduce -1.0% 1.17% +0.11

Portfolio Buys Q2 2024 → Q3 2024
DIS The Walt Disney Co. Add +806.0% 0.70% +0.62
MMM 3M Co. Add +0.1% 2.84% +0.55
UPS United Parcel Service Class B Add +27.5% 2.20% +0.33
WY Weyerhaeuser Co. Add +4.7% 1.85% +0.25
CPAY Corpay Inc. Add +17.5% 1.14% +0.25
MDT Medtronic PLC Add +0.2% 2.51% +0.15
JNJ Johnson & Johnson Add +0.6% 2.88% +0.10
BRK.B Berkshire Hathaway Inc. Class B Add +0.7% 1.77% +0.09
IQV Iqvia Holdings Inc. Add +55.6% 0.25% +0.09
FAST Fastenal Co. Add +0.2% 1.75% +0.09
GIS General Mills Inc. Add +2.2% 0.59% +0.06
AZPN Aspen Technology Inc. Add +3.0% 0.38% +0.05
CLX Clorox Company Add +1.2% 0.39% +0.04
WMT Walmart Inc. Add +11.6% 0.18% +0.03
PM Philip Morris International New 0.03% +0.03
SYK Stryker Corp. New 0.03% +0.03
DUK Duke Energy Corp. Add +10.8% 0.09% +0.01
TECH Bio-Techne Corp. Add +3.9% 0.19% +0.01
BMY Bristol-Myers Squibb Co. Add +0.7% 0.05% +0.01
VZ Verizon Communications Inc. Add +3.3% 0.16% +0.01
CI The Cigna Group Add +5.1% 0.17% +0.00
GOOG Alphabet Inc. Class C Add +18.1% 0.11% −0.00
NTRS Northern Trust Corp. Add +0.3% 1.94% −0.01
PFE Pfizer Inc. Add +1.0% 1.06% −0.03
PEP Pepsico Inc. Add +0.1% 2.08% −0.09
MSFT Microsoft Corp. Add +1.9% 1.24% −0.12
SLB SLB Ltd. Add +11.9% 1.78% −0.15
EMR Emerson Electric Co. Add +0.5% 2.05% −0.17
BP BP PLC-Spons ADR Add +1.6% 2.39% −0.53

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