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

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 Q4 2024 Q1 2025: $698.1M $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 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
BMY Bristol-Myers Squibb Co. 0.06% 6,700 $409K Reduce -11.4%
LOW Lowe's Cos Inc. 0.06% 1,684 $393K No change
PPG PPG Industries Inc. 0.05% 3,383 $370K No change
MDY State Street SPDR S&P Midcap 0.05% 650 $347K No change
VONE Vanguard Russell 1000 0.05% 1,340 $340K New
PM Philip Morris International 0.05% 2,117 $336K No change
ED Consolidated Edison Inc. 0.05% 3,000 $332K No change
IWF iShares Russell 1000 Growth 0.05% 909 $328K New
ORCL Oracle Corp. 0.05% 2,300 $322K Reduce -4.2%
IVV iShares Core S&P 500 ETF 0.04% 550 $309K Reduce -15.4%
TT Trane Technologies PLC 0.04% 893 $301K No change
VCSH Vanguard S/T Corp. Bond ETF 0.04% 3,805 $300K New
PAYX Paychex Inc. 0.04% 1,911 $295K No change
AMP Ameriprise Financial Inc. 0.04% 550 $266K Reduce -6.1%
DEO Diageo PLC-Sponsored ADR 0.04% 2,500 $262K Reduce -30.8%
DOW Dow Inc. 0.04% 7,088 $248K Reduce -3.2%
CHRW C.H. Robinson Worldwide Inc. 0.04% 2,400 $246K Reduce -86.3%
PH Parker Hannifin Corp. 0.03% 400 $243K No change
AMGN Amgen Inc. 0.03% 751 $234K New
BDX Becton Dickinson and Co. 0.03% 1,000 $229K Reduce -24.5%
INTC Intel Corp. 0.03% 9,800 $223K Reduce -96.2%
BIV Vanguard Intermediate-Term B 0.03% 2,850 $218K New
DVY iShares Select Dividend ETF 0.03% 1,600 $215K Reduce -1.5%
LMT Lockheed Martin Corp. 0.03% 476 $213K No change
ROP Roper Technologies Inc. 0.03% 350 $206K New

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

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