Wilkins Investment Counsel Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 6, 2025), Wilkins Investment Counsel Inc. reported 125 stock positions worth $698.1 million. Its top holding was Newmont (NEM) at 4.1% of the portfolio, followed by Automatic Data Processing (ADP, 3.6%) and Intl Business Machines (IBM, 3.6%). Compared with Q4 2024, it opened 6 new positions, sold out of 9, added to 37 and reduced 58. The biggest buy was Intl Business Machines (IBM, shares +1%) and the biggest sale Intel (INTC, shares −96%).
- Most Recent 13F
- Q2 2026
- Location
- BOSTON, MA
- CIK
- 0001276853
- Portfolio Value
- $698.1M (Q1 2025)
- SEC Filing
- 0001276853-25-000004 ↗ filed May 6, 2025
Holdings Value
Holdings 125 stocks · $698.1M
| NEM Newmont Corp. | 4.11% | 594,144 | $28.7M | Reduce -1.2% |
| ADP Automatic Data Processing | 3.59% | 82,133 | $25.1M | Reduce -2.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 3.57% | 100,262 | $24.9M | Add +1.3% |
| CB Chubb Ltd. | 3.56% | 82,373 | $24.9M | Add +0.4% |
| PG The Procter & Gamble Co. | 3.49% | 143,046 | $24.4M | Reduce -6.5% |
| MRK Merck & Co. Inc. | 3.25% | 252,557 | $22.7M | Add +3.8% |
| CTVA Corteva Inc. | 3.23% | 358,460 | $22.6M | Reduce -1.3% |
| WMB Williams Cos Inc. | 3.23% | 377,420 | $22.6M | Reduce -0.8% |
| MMM 3M Co. | 3.19% | 151,470 | $22.2M | Add +1.2% |
| JNJ Johnson & Johnson | 3.02% | 127,063 | $21.1M | Add +0.9% |
| MDT Medtronic PLC | 2.65% | 205,722 | $18.5M | Add +1.5% |
| BP BP PLC-Spons ADR | 2.57% | 530,657 | $17.9M | Reduce -2.1% |
| NVS Novartis AG-Sponsored ADR | 2.38% | 149,315 | $16.6M | Reduce -10.5% |
| PEP Pepsico Inc. | 2.35% | 109,402 | $16.4M | Add +15.7% |
| FTNT Fortinet Inc. | 2.33% | 168,686 | $16.2M | Reduce -5.5% |
| UPS United Parcel Service Class B | 2.31% | 146,685 | $16.1M | Add +18.6% |
| IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA | 2.30% | 207,219 | $16.1M | Add +6.1% |
| NTRS Northern Trust Corp. | 2.23% | 157,486 | $15.5M | Add +1.1% |
| EMR Emerson Electric Co. | 2.15% | 136,688 | $15.0M | Add +0.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 2.10% | 27,584 | $14.7M | Reduce -0.6% |
| SYY Sysco Corp. | 2.02% | 187,917 | $14.1M | Add +1.7% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 2.00% | 334,182 | $14.0M | Add +4.1% |
| DD Dupont DE Nemours Inc. | 1.84% | 172,001 | $12.8M | Add +1.3% |
| FAST Fastenal Co. | 1.80% | 161,637 | $12.5M | Reduce -2.0% |
| IQV Iqvia Holdings Inc. | 1.68% | 66,514 | $11.7M | Add +21.7% |
| FFIV F5 Inc. | 1.65% | 43,280 | $11.5M | Reduce -32.0% |
| WY Weyerhaeuser Co. | 1.64% | 391,472 | $11.5M | Reduce -0.6% |
| ILMN Illumina Inc. | 1.57% | 138,208 | $11.0M | Add +36.3% |
| CPAY Corpay Inc. | 1.52% | 30,399 | $10.6M | Add +11.2% |
| CL Colgate-Palmolive Co. | 1.44% | 107,239 | $10.0M | Reduce -0.1% |
| TXN Texas Instruments Inc. | 1.37% | 53,150 | $9.6M | Add +4.0% |
| FISV Fiserv Inc. | 1.34% | 42,461 | $9.4M | Reduce -9.8% |
| AMT American Tower Corp. | 1.27% | 40,750 | $8.9M | Add +13.0% |
| MSFT Microsoft Corp. | 1.06% | 19,646 | $7.4M | Reduce -0.3% |
| IT Gartner Inc. | 0.93% | 15,493 | $6.5M | Reduce -1.5% |
| XOM Exxon Mobil Corp. | 0.92% | 53,881 | $6.4M | Reduce -8.9% |
| ACN Accenture PLC Class A | 0.89% | 19,842 | $6.2M | Reduce -2.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.79% | 55,757 | $5.5M | Reduce -4.9% |
| AAPL Apple Inc. | 0.77% | 24,133 | $5.4M | Reduce -6.0% |
| JPM JPMorgan Chase & Co. | 0.76% | 21,570 | $5.3M | Reduce -4.5% |
| HSY The Hershey Co. | 0.75% | 30,463 | $5.2M | Add +3.2% |
| PFE Pfizer Inc. | 0.75% | 205,586 | $5.2M | Reduce -20.5% |
| UNP Union Pacific Corp. | 0.70% | 20,757 | $4.9M | Reduce -3.2% |
| CSCO Cisco Systems Inc. | 0.67% | 75,282 | $4.6M | Reduce -0.9% |
| ABT Abbott Laboratories | 0.47% | 24,503 | $3.3M | Reduce -3.3% |
| ABBV Abbvie Inc. | 0.46% | 15,372 | $3.2M | Reduce -2.6% |
| GIS General Mills Inc. | 0.45% | 52,243 | $3.1M | Reduce -9.2% |
| IBTA Ibotta Inc. Class A | 0.39% | 63,727 | $2.7M | Add +1608.5% |
| LLY Eli Lilly & Co. | 0.38% | 3,188 | $2.6M | Reduce -12.6% |
| CLX Clorox Company | 0.37% | 17,459 | $2.6M | Add +1.3% |
| CVX Chevron Corp. | 0.36% | 14,879 | $2.5M | Add +6.7% |
| TRMB Trimble Inc. | 0.35% | 37,200 | $2.4M | Reduce -55.5% |
| COP Conocophillips | 0.34% | 22,927 | $2.4M | Reduce -2.9% |
| KO The Coca-Cola Co. | 0.33% | 32,420 | $2.3M | Reduce -0.6% |
| NEE Nextera Energy Inc. | 0.33% | 32,572 | $2.3M | Reduce -1.2% |
| AXP American Express Co. | 0.33% | 8,532 | $2.3M | Reduce -3.5% |
| COST Costco Wholesale Corp. | 0.32% | 2,385 | $2.3M | Reduce -8.8% |
| V Visa Inc. Class A | 0.31% | 6,246 | $2.2M | Add +0.1% |
| PSX Phillips 66 | 0.29% | 16,262 | $2.0M | Reduce -1.7% |
| DE Deere & Co. | 0.28% | 4,145 | $1.9M | Reduce -1.4% |
| CMCSA Comcast Corp. Class A | 0.26% | 49,176 | $1.8M | Reduce -0.3% |
| HD Home Depot Inc. | 0.23% | 4,378 | $1.6M | Add +26.6% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.22% | 18,700 | $1.6M | No change |
| WMT Walmart Inc. | 0.22% | 17,856 | $1.6M | Add +17.5% |
| MS Morgan Stanley | 0.22% | 12,949 | $1.5M | Reduce -11.4% |
| K Kellanova | 0.20% | 17,325 | $1.4M | Reduce -0.6% |
| CAT Caterpillar Inc. | 0.20% | 4,170 | $1.4M | Reduce -2.3% |
| ANSS Ansys Inc. | 0.20% | 4,325 | $1.4M | No change |
| STT State Street Corp. | 0.19% | 14,950 | $1.3M | Add +2.8% |
| NSC Norfolk Southern Corp. | 0.19% | 5,562 | $1.3M | Add +3.5% |
| VZ Verizon Communications Inc. | 0.17% | 26,009 | $1.2M | Add +1.5% |
| GE General Electric filed as GE AEROSPACE | 0.17% | 5,816 | $1.2M | Add +7.5% |
| ADSK Autodesk Inc. | 0.17% | 4,410 | $1.2M | Add +1.1% |
| TECH Bio-Techne Corp. | 0.16% | 19,040 | $1.1M | Reduce -20.6% |
| RTX RTX Corp. | 0.16% | 8,350 | $1.1M | Reduce -25.1% |
| FDX FedEx Corp. | 0.15% | 4,220 | $1.0M | No change |
| CSX CSX Corp. | 0.15% | 34,900 | $1.0M | Add +12.6% |
| ETN Eaton Corp. PLC | 0.14% | 3,666 | $997K | Add +23.6% |
| MCD McDonald's Corp. | 0.14% | 3,189 | $996K | No change |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.13% | 1,647 | $921K | Add +50.3% |
| KMB Kimberly-Clark Corp. | 0.13% | 6,335 | $901K | Reduce -1.6% |
| CI The Cigna Group | 0.13% | 2,692 | $886K | Reduce -23.0% |
| GPC Genuine Parts Co. | 0.12% | 6,800 | $810K | No change |
| ES Eversource Energy | 0.11% | 12,595 | $782K | Add +15.8% |
| GOOG Alphabet Inc. Class C | 0.10% | 4,573 | $714K | No change |
| USB US Bancorp | 0.10% | 16,450 | $695K | No change |
| DOV Dover Corp. | 0.10% | 3,850 | $676K | Reduce -26.7% |
| NVDA Nvidia Corp. | 0.09% | 6,050 | $656K | No change |
| AMZN Amazon.com Inc. | 0.09% | 3,433 | $653K | No change |
| DUK Duke Energy Corp. | 0.09% | 5,335 | $651K | Reduce -4.1% |
| ITW Illinois Tool Works | 0.09% | 2,602 | $645K | No change |
| PNC PNC Financial Services Group | 0.09% | 3,550 | $624K | No change |
| T AT&T Inc. | 0.09% | 21,563 | $610K | Add +11.6% |
| HON Honeywell International Inc. | 0.09% | 2,840 | $601K | Add +16.9% |
| MA Mastercard Inc. Class A | 0.08% | 975 | $534K | No change |
| MCO Moody's Corp. | 0.07% | 1,100 | $512K | No change |
| SO The Southern Co. | 0.07% | 5,400 | $497K | No change |
| SHW The Sherwin-Williams Co. | 0.07% | 1,400 | $489K | Reduce -6.7% |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.07% | 1,315 | $454K | Reduce -6.1% |
| TFC Truist Financial Corp. | 0.06% | 9,975 | $410K | No change |
Portfolio Sells Q4 2024 → Q1 2025
| INTC Intel Corp. | Reduce -96.2% | 0.03% | −0.72 |
| FFIV F5 Inc. | Reduce -32.0% | 1.65% | −0.66 |
| TRMB Trimble Inc. | Reduce -55.5% | 0.35% | −0.50 |
| AZPN Aspen Technology Inc. | Sold out | 0.00% | −0.42 |
| PFE Pfizer Inc. | Reduce -20.5% | 0.75% | −0.25 |
| CHRW C.H. Robinson Worldwide Inc. | Reduce -86.3% | 0.04% | −0.23 |
| PG The Procter & Gamble Co. | Reduce -6.5% | 3.49% | −0.21 |
| IT Gartner Inc. | Reduce -1.5% | 0.93% | −0.17 |
| AAPL Apple Inc. | Reduce -6.0% | 0.77% | −0.16 |
| DIS The Walt Disney Co. | Reduce -4.9% | 0.79% | −0.16 |
| ACN Accenture PLC Class A | Reduce -2.8% | 0.89% | −0.15 |
| MSFT Microsoft Corp. | Reduce -0.3% | 1.06% | −0.14 |
| APD Air Products & Chemicals Inc. | Sold out | 0.00% | −0.13 |
| FTNT Fortinet Inc. | Reduce -5.5% | 2.33% | −0.11 |
| TECH Bio-Techne Corp. | Reduce -20.6% | 0.16% | −0.09 |
| GIS General Mills Inc. | Reduce -9.2% | 0.45% | −0.08 |
| FISV Fiserv Inc. | Reduce -9.8% | 1.34% | −0.06 |
| AXP American Express Co. | Reduce -3.5% | 0.33% | −0.05 |
| MS Morgan Stanley | Reduce -11.4% | 0.22% | −0.05 |
| DOV Dover Corp. | Reduce -26.7% | 0.10% | −0.05 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.04 |
| CARR Carrier Global Corp. | Sold out | 0.00% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Sold out | 0.00% | −0.03 |
| SON Sonoco Products Co. | Sold out | 0.00% | −0.03 |
| SEE Sealed Air Corp. | Sold out | 0.00% | −0.03 |
| IJH iShares Core S&P Midcap ETF | Sold out | 0.00% | −0.03 |
| LLY Eli Lilly & Co. | Reduce -12.6% | 0.38% | −0.03 |
| NKE Nike Inc. Class B | Sold out | 0.00% | −0.03 |
| DEO Diageo PLC-Sponsored ADR | Reduce -30.8% | 0.04% | −0.03 |
| RTX RTX Corp. | Reduce -25.1% | 0.16% | −0.03 |
| CAT Caterpillar Inc. | Reduce -2.3% | 0.20% | −0.03 |
| JPM JPMorgan Chase & Co. | Reduce -4.5% | 0.76% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -8.8% | 0.32% | −0.02 |
| CI The Cigna Group | Reduce -23.0% | 0.13% | −0.01 |
| ORCL Oracle Corp. | Reduce -4.2% | 0.05% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -15.4% | 0.04% | −0.01 |
| NEE Nextera Energy Inc. | Reduce -1.2% | 0.33% | −0.01 |
| BDX Becton Dickinson and Co. | Reduce -24.5% | 0.03% | −0.01 |
| CMCSA Comcast Corp. Class A | Reduce -0.3% | 0.26% | −0.01 |
| AMP Ameriprise Financial Inc. | Reduce -6.1% | 0.04% | −0.01 |
| DOW Dow Inc. | Reduce -3.2% | 0.04% | −0.01 |
| UNP Union Pacific Corp. | Reduce -3.2% | 0.70% | −0.00 |
| SHW The Sherwin-Williams Co. | Reduce -6.7% | 0.07% | −0.00 |
| BMY Bristol-Myers Squibb Co. | Reduce -11.4% | 0.06% | −0.00 |
| XOM Exxon Mobil Corp. | Reduce -8.9% | 0.92% | −0.00 |
| DVY iShares Select Dividend ETF | Reduce -1.5% | 0.03% | −0.00 |
| K Kellanova | Reduce -0.6% | 0.20% | +0.00 |
| COP Conocophillips | Reduce -2.9% | 0.34% | +0.01 |
| DUK Duke Energy Corp. | Reduce -4.1% | 0.09% | +0.01 |
| KMB Kimberly-Clark Corp. | Reduce -1.6% | 0.13% | +0.01 |
Portfolio Buys Q4 2024 → Q1 2025
| IBM Intl Business Machines Corp. | Add +1.3% | 3.57% | +0.42 |
| MMM 3M Co. | Add +1.2% | 3.19% | +0.39 |
| JNJ Johnson & Johnson | Add +0.9% | 3.02% | +0.39 |
| IBTA Ibotta Inc. Class A | Add +1608.5% | 0.39% | +0.35 |
| AMT American Tower Corp. | Add +13.0% | 1.27% | +0.31 |
| MDT Medtronic PLC | Add +1.5% | 2.65% | +0.31 |
| CB Chubb Ltd. | Add +0.4% | 3.56% | +0.28 |
| PEP Pepsico Inc. | Add +15.7% | 2.35% | +0.27 |
| SLB SLB Ltd. | Add +4.1% | 2.00% | +0.22 |
| CPAY Corpay Inc. | Add +11.2% | 1.52% | +0.18 |
| IQV Iqvia Holdings Inc. | Add +21.7% | 1.68% | +0.13 |
| CVX Chevron Corp. | Add +6.7% | 0.36% | +0.06 |
| UPS United Parcel Service Class B | Add +18.6% | 2.31% | +0.06 |
| VONE Vanguard Russell 1000 | New | 0.05% | +0.05 |
| IWF iShares Russell 1000 Growth | New | 0.05% | +0.05 |
| VCSH Vanguard S/T Corp. Bond ETF | New | 0.04% | +0.04 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +50.3% | 0.13% | +0.04 |
| GE General Electric | Add +7.5% | 0.17% | +0.04 |
| HD Home Depot Inc. | Add +26.6% | 0.23% | +0.04 |
| AMGN Amgen Inc. | New | 0.03% | +0.03 |
| BIV Vanguard Intermediate-Term B | New | 0.03% | +0.03 |
| ROP Roper Technologies Inc. | New | 0.03% | +0.03 |
| V Visa Inc. Class A | Add +0.1% | 0.31% | +0.03 |
| WMT Walmart Inc. | Add +17.5% | 0.22% | +0.03 |
| T AT&T Inc. | Add +11.6% | 0.09% | +0.02 |
| HSY The Hershey Co. | Add +3.2% | 0.75% | +0.02 |
| ES Eversource Energy | Add +15.8% | 0.11% | +0.02 |
| VZ Verizon Communications Inc. | Add +1.5% | 0.17% | +0.02 |
| HON Honeywell International Inc. | Add +16.9% | 0.09% | +0.01 |
| NSC Norfolk Southern Corp. | Add +3.5% | 0.19% | +0.01 |
| CSX CSX Corp. | Add +12.6% | 0.15% | +0.00 |
| ETN Eaton Corp. PLC | Add +23.6% | 0.14% | +0.00 |
| STT State Street Corp. | Add +2.8% | 0.19% | −0.01 |
| TXN Texas Instruments Inc. | Add +4.0% | 1.37% | −0.02 |
| ADSK Autodesk Inc. | Add +1.1% | 0.17% | −0.02 |
| SYY Sysco Corp. | Add +1.7% | 2.02% | −0.02 |
| DD Dupont DE Nemours Inc. | Add +1.3% | 1.84% | −0.03 |
| CLX Clorox Company | Add +1.3% | 0.37% | −0.04 |
| NTRS Northern Trust Corp. | Add +1.1% | 2.23% | −0.08 |
| IFF Intl Flavors & Fragrances | Add +6.1% | 2.30% | −0.08 |
| MRK Merck & Co. Inc. | Add +3.8% | 3.25% | −0.25 |
| EMR Emerson Electric Co. | Add +0.8% | 2.15% | −0.28 |
| ILMN Illumina Inc. | Add +36.3% | 1.57% | −0.39 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 119 | $742.0M | NEM, MRK, CTVA, CB, NTRS |
| Q1 2026 | 119 | $698.2M | NEM, MRK, CTVA, CB, BP |
| Q4 2025 | 120 | $685.9M | NEM, MRK, CB, IBM, MMM |
| Q3 2025 | 122 | $706.1M | NEM, IBM, MMM, ADP, WMB |
| Q2 2025 | 120 | $706.7M | NEM, IBM, CTVA, ADP, CB |
| Q1 2025 | 125 | $698.1M | NEM, ADP, IBM, CB, PG |
| Q4 2024 | 128 | $691.6M | PG, ADP, MRK, CB, NEM |
| Q3 2024 | 124 | $723.3M | NEM, MRK, PG, CB, ADP |
| Q2 2024 | 126 | $670.6M | MRK, PG, NEM, CB, ADP |
| Q1 2024 | 127 | $684.9M | MRK, PG, INTC, NEM, CB |