Wilkins Investment Counsel Inc.

In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 11, 2025), Wilkins Investment Counsel Inc. reported 128 stock positions worth $691.6 million. Its top holding was Procter & Gamble (PG) at 3.7% of the portfolio, followed by Automatic Data Processing (ADP, 3.6%) and Merck (MRK, 3.5%). Compared with Q3 2024, it opened 6 new positions, sold out of 2, added to 34 and reduced 60. The biggest buy was Iqvia (IQV, shares +630%) and the biggest sale Newmont (NEM, shares −1%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001276853
Portfolio Value
$691.6M (Q4 2024)
SEC Filing
0001276853-25-000002 ↗ filed Feb 11, 2025

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 Q3 2024 Q4 2024: $691.6M $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 128 stocks · $691.6M
PG The Procter & Gamble Co. 3.71% 152,910 $25.6M Reduce -1.1%
ADP Automatic Data Processing 3.58% 84,557 $24.8M Add +0.1%
MRK Merck & Co. Inc. 3.50% 243,312 $24.2M Add +0.3%
CB Chubb Ltd. 3.28% 82,081 $22.7M Reduce -1.0%
NEM Newmont Corp. 3.24% 601,447 $22.4M Reduce -0.8%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 3.15% 99,028 $21.8M Reduce -1.6%
CTVA Corteva Inc. 2.99% 363,220 $20.7M Reduce -0.7%
WMB Williams Cos Inc. 2.98% 380,600 $20.6M Reduce -10.1%
MMM 3M Co. 2.79% 149,680 $19.3M Reduce -0.5%
JNJ Johnson & Johnson 2.63% 125,880 $18.2M Reduce -2.1%
FTNT Fortinet Inc. 2.44% 178,568 $16.9M Reduce -1.8%
EMR Emerson Electric Co. 2.43% 135,662 $16.8M Add +0.0%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 2.39% 195,342 $16.5M Add +0.2%
NVS Novartis AG-Sponsored ADR 2.35% 166,782 $16.2M Reduce -11.3%
MDT Medtronic PLC 2.34% 202,673 $16.2M Add +0.3%
BP BP PLC-Spons ADR 2.32% 541,894 $16.0M Reduce -1.8%
FFIV F5 Inc. 2.31% 63,625 $16.0M Reduce -2.8%
NTRS Northern Trust Corp. 2.31% 155,766 $16.0M Reduce -0.2%
UPS United Parcel Service Class B 2.25% 123,628 $15.6M Add +6.1%
PEP Pepsico Inc. 2.08% 94,531 $14.4M Add +6.7%
SYY Sysco Corp. 2.04% 184,847 $14.1M Add +0.0%
ILMN Illumina Inc. 1.96% 101,386 $13.5M Add +0.1%
DD Dupont DE Nemours Inc. 1.87% 169,753 $12.9M Reduce -1.5%
BRK.B Berkshire Hathaway Inc. Class B 1.82% 27,748 $12.6M Reduce -0.2%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 1.78% 320,932 $12.3M Add +4.6%
FAST Fastenal Co. 1.72% 165,012 $11.9M Reduce -6.7%
WY Weyerhaeuser Co. 1.60% 393,639 $11.1M Reduce -0.4%
IQV Iqvia Holdings Inc. 1.55% 54,657 $10.7M Add +630.2%
CL Colgate-Palmolive Co. 1.41% 107,389 $9.8M Reduce -0.4%
FISV Fiserv Inc. 1.40% 47,093 $9.7M Reduce -5.3%
TXN Texas Instruments Inc. 1.39% 51,091 $9.6M Reduce -3.0%
CPAY Corpay Inc. 1.34% 27,345 $9.3M Add +3.8%
MSFT Microsoft Corp. 1.20% 19,702 $8.3M Reduce -5.5%
IT Gartner Inc. 1.10% 15,733 $7.6M Reduce -0.7%
ACN Accenture PLC Class A 1.04% 20,419 $7.2M Add +0.6%
PFE Pfizer Inc. 0.99% 258,686 $6.9M Reduce -2.0%
AMT American Tower Corp. 0.96% 36,065 $6.6M Reduce -1.2%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.94% 58,632 $6.5M Add +11.0%
AAPL Apple Inc. 0.93% 25,688 $6.4M Add +5.3%
XOM Exxon Mobil Corp. 0.92% 59,145 $6.4M Reduce -6.9%
TRMB Trimble Inc. 0.85% 83,550 $5.9M Reduce -14.3%
JPM JPMorgan Chase & Co. 0.78% 22,595 $5.4M Reduce -6.3%
INTC Intel Corp. 0.75% 258,171 $5.2M Reduce -44.6%
HSY The Hershey Co. 0.72% 29,513 $5.0M Reduce -0.4%
UNP Union Pacific Corp. 0.71% 21,443 $4.9M Add +2.5%
CSCO Cisco Systems Inc. 0.65% 75,932 $4.5M Reduce -2.4%
GIS General Mills Inc. 0.53% 57,535 $3.7M Reduce -1.1%
AZPN Aspen Technology Inc. 0.42% 11,508 $2.9M No change
ABT Abbott Laboratories 0.41% 25,344 $2.9M Reduce -8.6%
LLY Eli Lilly & Co. 0.41% 3,648 $2.8M Add +19.8%
ABBV Abbvie Inc. 0.41% 15,782 $2.8M Reduce -0.3%
CLX Clorox Company 0.40% 17,229 $2.8M Reduce -0.6%
AXP American Express Co. 0.38% 8,842 $2.6M Reduce -10.1%
COST Costco Wholesale Corp. 0.35% 2,614 $2.4M Reduce -5.2%
NEE Nextera Energy Inc. 0.34% 32,965 $2.4M No change
COP Conocophillips 0.34% 23,601 $2.3M Add +4.5%
KO The Coca-Cola Co. 0.29% 32,616 $2.0M Reduce -0.1%
CVX Chevron Corp. 0.29% 13,945 $2.0M Reduce -15.6%
V Visa Inc. Class A 0.29% 6,240 $2.0M Reduce -4.0%
PSX Phillips 66 0.27% 16,549 $1.9M Add +2.3%
CMCSA Comcast Corp. Class A 0.27% 49,330 $1.9M No change
MS Morgan Stanley 0.27% 14,614 $1.8M Reduce -0.7%
CHRW C.H. Robinson Worldwide Inc. 0.26% 17,485 $1.8M Reduce -0.9%
DE Deere & Co. 0.26% 4,205 $1.8M Add +68.5%
TECH Bio-Techne Corp. 0.25% 23,990 $1.7M Add +40.0%
CAT Caterpillar Inc. 0.22% 4,270 $1.5M Add +36.9%
ANSS Ansys Inc. 0.21% 4,325 $1.5M No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.21% 18,700 $1.4M No change
STT State Street Corp. 0.21% 14,550 $1.4M Reduce -2.7%
K Kellanova 0.20% 17,425 $1.4M Reduce -1.3%
WMT Walmart Inc. 0.20% 15,194 $1.4M Reduce -4.2%
HD Home Depot Inc. 0.19% 3,458 $1.3M No change
RTX RTX Corp. 0.19% 11,147 $1.3M Reduce -1.2%
ADSK Autodesk Inc. 0.19% 4,360 $1.3M Reduce -13.8%
NSC Norfolk Southern Corp. 0.18% 5,375 $1.3M Reduce -0.5%
FDX FedEx Corp. 0.17% 4,220 $1.2M No change
VZ Verizon Communications Inc. 0.15% 25,634 $1.0M Add +0.8%
CSX CSX Corp. 0.14% 31,000 $1.0M Add +32.5%
DOV Dover Corp. 0.14% 5,250 $985K Reduce -5.4%
ETN Eaton Corp. PLC 0.14% 2,966 $984K Add +4.1%
CI The Cigna Group 0.14% 3,497 $966K No change
APD Air Products & Chemicals Inc. 0.13% 3,205 $930K Reduce -8.6%
MCD McDonald's Corp. 0.13% 3,189 $924K No change
GE General Electric filed as GE AEROSPACE 0.13% 5,409 $902K No change
GOOG Alphabet Inc. Class C 0.13% 4,573 $871K No change
KMB Kimberly-Clark Corp. 0.12% 6,435 $843K Add +17.4%
NVDA Nvidia Corp. 0.12% 6,050 $812K Add +12.9%
GPC Genuine Parts Co. 0.11% 6,800 $794K Reduce -12.8%
USB US Bancorp 0.11% 16,450 $787K No change
AMZN Amazon.com Inc. 0.11% 3,433 $753K Add +3.3%
PNC PNC Financial Services Group 0.10% 3,550 $685K No change
ITW Illinois Tool Works 0.10% 2,602 $660K Reduce -20.0%
SPY SS SPDR S&P 500 ETF Trust-US 0.09% 1,096 $642K No change
ES Eversource Energy 0.09% 10,875 $625K Reduce -0.7%
DUK Duke Energy Corp. 0.09% 5,565 $600K No change
HON Honeywell International Inc. 0.08% 2,430 $549K Add +18.3%
MCO Moody's Corp. 0.08% 1,100 $521K No change
MA Mastercard Inc. Class A 0.07% 975 $513K New
SHW The Sherwin-Williams Co. 0.07% 1,500 $510K No change
DEO Diageo PLC-Sponsored ADR 0.07% 3,610 $459K Reduce -2.7%

Show all 128 holdings

Portfolio Sells Q3 2024 → Q4 2024
NEM Newmont Corp. Reduce -0.8% 3.24% −1.25
INTC Intel Corp. Reduce -44.6% 0.75% −0.76
NVS Novartis AG-Sponsored ADR Reduce -11.3% 2.35% −0.64
DD Dupont DE Nemours Inc. Reduce -1.5% 1.87% −0.25
JNJ Johnson & Johnson Reduce -2.1% 2.63% −0.25
WY Weyerhaeuser Co. Reduce -0.4% 1.60% −0.25
AMT American Tower Corp. Reduce -1.2% 0.96% −0.22
CL Colgate-Palmolive Co. Reduce -0.4% 1.41% −0.14
TXN Texas Instruments Inc. Reduce -3.0% 1.39% −0.12
XOM Exxon Mobil Corp. Reduce -6.9% 0.92% −0.11
BP BP PLC-Spons ADR Reduce -1.8% 2.32% −0.08
PFE Pfizer Inc. Reduce -2.0% 0.99% −0.06
HSY The Hershey Co. Reduce -0.4% 0.72% −0.06
GIS General Mills Inc. Reduce -1.1% 0.53% −0.06
MMM 3M Co. Reduce -0.5% 2.79% −0.05
CVX Chevron Corp. Reduce -15.6% 0.29% −0.04
MSFT Microsoft Corp. Reduce -5.5% 1.20% −0.04
GPC Genuine Parts Co. Reduce -12.8% 0.11% −0.04
PPG PPG Industries Inc. Reduce -32.7% 0.06% −0.03
AMGN Amgen Inc. Sold out 0.00% −0.03
BDX Becton Dickinson and Co. Reduce -42.0% 0.04% −0.03
FAST Fastenal Co. Reduce -6.7% 1.72% −0.03
KO The Coca-Cola Co. Reduce -0.1% 0.29% −0.03
CB Chubb Ltd. Reduce -1.0% 3.28% −0.03
SYK Stryker Corp. Sold out 0.00% −0.03
ABBV Abbvie Inc. Reduce -0.3% 0.41% −0.03
ABT Abbott Laboratories Reduce -8.6% 0.41% −0.02
ITW Illinois Tool Works Reduce -20.0% 0.10% −0.02
LMT Lockheed Martin Corp. Reduce -20.3% 0.03% −0.01
ES Eversource Energy Reduce -0.7% 0.09% −0.01
LOW Lowe's Cos Inc. Reduce -10.8% 0.06% −0.01
APD Air Products & Chemicals Inc. Reduce -8.6% 0.13% −0.01
IT Gartner Inc. Reduce -0.7% 1.10% −0.01
CHRW C.H. Robinson Worldwide Inc. Reduce -0.9% 0.26% −0.01
ADSK Autodesk Inc. Reduce -13.8% 0.19% −0.01
DEO Diageo PLC-Sponsored ADR Reduce -2.7% 0.07% −0.01
SEE Sealed Air Corp. Reduce -10.8% 0.03% −0.00
DOV Dover Corp. Reduce -5.4% 0.14% −0.00
NSC Norfolk Southern Corp. Reduce -0.5% 0.18% −0.00
RTX RTX Corp. Reduce -1.2% 0.19% −0.00
TFC Truist Financial Corp. Reduce -6.1% 0.06% −0.00
PG The Procter & Gamble Co. Reduce -1.1% 3.71% +0.00
K Kellanova Reduce -1.3% 0.20% +0.01
BMY Bristol-Myers Squibb Co. Reduce -0.7% 0.06% +0.01
COST Costco Wholesale Corp. Reduce -5.2% 0.35% +0.01
AXP American Express Co. Reduce -10.1% 0.38% +0.01
CLX Clorox Company Reduce -0.6% 0.40% +0.01
TRMB Trimble Inc. Reduce -14.3% 0.85% +0.02
CTVA Corteva Inc. Reduce -0.7% 2.99% +0.02
WMT Walmart Inc. Reduce -4.2% 0.20% +0.02

Portfolio Buys Q3 2024 → Q4 2024
IQV Iqvia Holdings Inc. Add +630.2% 1.55% +1.31
EMR Emerson Electric Co. Add +0.0% 2.43% +0.38
ADP Automatic Data Processing Add +0.1% 3.58% +0.35
DIS The Walt Disney Co. Add +11.0% 0.94% +0.24
CPAY Corpay Inc. Add +3.8% 1.34% +0.20
AAPL Apple Inc. Add +5.3% 0.93% +0.14
ILMN Illumina Inc. Add +0.1% 1.96% +0.13
DE Deere & Co. Add +68.5% 0.26% +0.11
MA Mastercard Inc. Class A New 0.07% +0.07
TECH Bio-Techne Corp. Add +40.0% 0.25% +0.06
UPS United Parcel Service Class B Add +6.1% 2.25% +0.06
CAT Caterpillar Inc. Add +36.9% 0.22% +0.06
MDY State Street SPDR S&P Midcap New 0.05% +0.05
SYY Sysco Corp. Add +0.0% 2.04% +0.05
ACN Accenture PLC Class A Add +0.6% 1.04% +0.05
GOOGL Alphabet Inc. Class A New 0.04% +0.04
IBTA Ibotta Inc. Class A New 0.04% +0.04
LLY Eli Lilly & Co. Add +19.8% 0.41% +0.03
CSX CSX Corp. Add +32.5% 0.14% +0.03
DVY iShares Select Dividend ETF New 0.03% +0.03
IJH iShares Core S&P Midcap ETF New 0.03% +0.03
NVDA Nvidia Corp. Add +12.9% 0.12% +0.03
AMZN Amazon.com Inc. Add +3.3% 0.11% +0.02
HON Honeywell International Inc. Add +18.3% 0.08% +0.02
KMB Kimberly-Clark Corp. Add +17.4% 0.12% +0.01
ETN Eaton Corp. PLC Add +4.1% 0.14% +0.01
TT Trane Technologies PLC Add +27.6% 0.05% +0.01
COP Conocophillips Add +4.5% 0.34% +0.01
AMP Ameriprise Financial Inc. Add +6.5% 0.05% +0.01
AJG Arthur J Gallagher & Co. Add +12.0% 0.06% +0.01
T AT&T Inc. Add +3.6% 0.06% +0.01
PM Philip Morris International Add +8.2% 0.04% +0.00
SLB SLB Ltd. Add +4.6% 1.78% −0.00
PEP Pepsico Inc. Add +6.7% 2.08% −0.01
UNP Union Pacific Corp. Add +2.5% 0.71% −0.01
VZ Verizon Communications Inc. Add +0.8% 0.15% −0.01
PSX Phillips 66 Add +2.3% 0.27% −0.02
MDT Medtronic PLC Add +0.3% 2.34% −0.17
MRK Merck & Co. Inc. Add +0.3% 3.50% −0.31
IFF Intl Flavors & Fragrances Add +0.2% 2.39% −0.44

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