Wilkins Investment Counsel Inc.

Name: WILKINS INVESTMENT COUNSEL INC 13F holdings, Q2 2025
Creator: WILKINS INVESTMENT COUNSEL INC
Published: 2025-08-07

Q2 2026Q1 2026Q4 2025Q3 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Wilkins Investment Counsel Inc. reported 120 stock positions worth $706.7 million. Its top holding was Newmont (NEM) at 4.8% of the portfolio, followed by Intl Business Machines (IBM, 3.8%) and Corteva (CTVA, 3.6%). Compared with Q1 2025, it opened 4 new positions, sold out of 9, added to 19 and reduced 62. The biggest buy was Bio-Techne (TECH, shares +355%) and the biggest sale SLB (SLB, shares −2%).

Most Recent 13F: Q2 2026
Location: BOSTON, MA
CIK: 0001276853
Portfolio Value: $706.7M (Q2 2025)
SEC Filing: 0001276853-25-000008 ↗ filed Aug 7, 2025

Holdings Value

Holdings 120 stocks · $706.7M


NEM Newmont Corp.	4.84%	586,994	$34.2M	Reduce -1.2%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS	3.76%	90,252	$26.6M	Reduce -10.0%
CTVA Corteva Inc.	3.59%	340,052	$25.3M	Reduce -5.1%
ADP Automatic Data Processing	3.44%	78,876	$24.3M	Reduce -4.0%
CB Chubb Ltd.	3.33%	81,118	$23.5M	Reduce -1.5%
MMM 3M Co.	3.26%	151,403	$23.0M	Reduce -0.0%
WMB Williams Cos Inc.	3.21%	361,739	$22.7M	Reduce -4.2%
PG The Procter & Gamble Co.	3.17%	140,842	$22.4M	Reduce -1.5%
MRK Merck & Co. Inc.	2.95%	263,576	$20.9M	Add +4.4%
NTRS Northern Trust Corp.	2.81%	156,719	$19.9M	Reduce -0.5%
JNJ Johnson & Johnson	2.63%	121,490	$18.6M	Reduce -4.4%
MDT Medtronic PLC	2.57%	208,436	$18.2M	Add +1.3%
EMR Emerson Electric Co.	2.56%	135,863	$18.1M	Reduce -0.6%
FTNT Fortinet Inc.	2.50%	167,073	$17.7M	Reduce -1.0%
UPS United Parcel Service Class B	2.40%	167,720	$16.9M	Add +14.3%
NVS Novartis AG-Sponsored ADR	2.39%	139,420	$16.9M	Reduce -6.6%
BP BP PLC-Spons ADR	2.22%	525,367	$15.7M	Reduce -1.0%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA	2.16%	207,899	$15.3M	Add +0.3%
PEP Pepsico Inc.	2.08%	111,575	$14.7M	Add +2.0%
SYY Sysco Corp.	2.01%	187,252	$14.2M	Reduce -0.3%
ILMN Illumina Inc.	1.93%	142,898	$13.6M	Add +3.4%
BRK.B Berkshire Hathaway Inc. Class B	1.89%	27,434	$13.3M	Reduce -0.5%
FAST Fastenal Co.	1.88%	315,674	$13.3M	Reduce -2.4%
IQV Iqvia Holdings Inc.	1.68%	75,280	$11.9M	Add +13.2%
DD Dupont DE Nemours Inc.	1.66%	170,566	$11.7M	Reduce -0.8%
SLB SLB Ltd. filed as SCHLUMBERGER LTD	1.56%	325,957	$11.0M	Reduce -2.5%
WY Weyerhaeuser Co.	1.54%	422,412	$10.9M	Add +7.9%
TXN Texas Instruments Inc.	1.53%	52,200	$10.8M	Reduce -1.8%
CPAY Corpay Inc.	1.50%	31,860	$10.6M	Add +4.8%
MSFT Microsoft Corp.	1.44%	20,484	$10.2M	Add +4.3%
CL Colgate-Palmolive Co.	1.39%	107,989	$9.8M	Add +0.7%
FFIV F5 Inc.	1.38%	33,210	$9.8M	Reduce -23.3%
AMT American Tower Corp.	1.25%	40,075	$8.9M	Reduce -1.7%
FISV Fiserv Inc.	1.18%	48,456	$8.4M	Add +14.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO	1.02%	58,200	$7.2M	Add +4.4%
IT Gartner Inc.	0.89%	15,508	$6.3M	Add +0.1%
JPM JPMorgan Chase & Co.	0.84%	20,485	$5.9M	Reduce -5.0%
XOM Exxon Mobil Corp.	0.82%	53,586	$5.8M	Reduce -0.6%
ACN Accenture PLC Class A	0.81%	19,167	$5.7M	Reduce -3.4%
CSCO Cisco Systems Inc.	0.74%	75,327	$5.2M	Add +0.1%
HSY The Hershey Co.	0.71%	30,238	$5.0M	Reduce -0.7%
PFE Pfizer Inc.	0.69%	202,210	$4.9M	Reduce -1.6%
AAPL Apple Inc.	0.69%	23,733	$4.9M	Reduce -1.7%
UNP Union Pacific Corp.	0.67%	20,607	$4.7M	Reduce -0.7%
TECH Bio-Techne Corp.	0.63%	86,613	$4.5M	Add +354.9%
ABT Abbott Laboratories	0.45%	23,403	$3.2M	Reduce -4.5%
ABBV Abbvie Inc.	0.38%	14,572	$2.7M	Reduce -5.2%
TRMB Trimble Inc.	0.38%	35,450	$2.7M	Reduce -4.7%
GIS General Mills Inc.	0.38%	51,964	$2.7M	Reduce -0.5%
AXP American Express Co.	0.36%	7,932	$2.5M	Reduce -7.0%
IBTA Ibotta Inc. Class A	0.34%	66,027	$2.4M	Add +3.6%
COST Costco Wholesale Corp.	0.33%	2,335	$2.3M	Reduce -2.1%
LLY Eli Lilly & Co.	0.32%	2,878	$2.2M	Reduce -9.7%
V Visa Inc. Class A	0.31%	6,246	$2.2M	No change
KO The Coca-Cola Co.	0.31%	30,545	$2.2M	Reduce -5.8%
CVX Chevron Corp.	0.30%	14,879	$2.1M	No change
DE Deere & Co.	0.30%	4,145	$2.1M	No change
CLX Clorox Company	0.30%	17,479	$2.1M	Add +0.1%
NEE Nextera Energy Inc.	0.29%	29,985	$2.1M	Reduce -7.9%
COP Conocophillips	0.28%	22,239	$2.0M	Reduce -3.0%
PSX Phillips 66	0.27%	15,718	$1.9M	Reduce -3.4%
CMCSA Comcast Corp. Class A	0.25%	49,176	$1.8M	No change
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP	0.24%	18,600	$1.7M	Reduce -0.5%
WMT Walmart Inc.	0.24%	17,056	$1.7M	Reduce -4.5%
HD Home Depot Inc.	0.23%	4,378	$1.6M	No change
MS Morgan Stanley	0.23%	11,349	$1.6M	Reduce -12.4%
STT State Street Corp.	0.22%	14,950	$1.6M	No change
ANSS Ansys Inc.	0.21%	4,325	$1.5M	No change
GE General Electric filed as GE AEROSPACE	0.21%	5,816	$1.5M	No change
CAT Caterpillar Inc.	0.21%	3,841	$1.5M	Reduce -7.9%
NSC Norfolk Southern Corp.	0.20%	5,562	$1.4M	No change
ADSK Autodesk Inc.	0.19%	4,410	$1.4M	No change
K Kellanova	0.18%	15,725	$1.3M	Reduce -9.2%
ETN Eaton Corp. PLC	0.17%	3,366	$1.2M	Reduce -8.2%
RTX RTX Corp.	0.16%	7,925	$1.2M	Reduce -5.1%
CSX CSX Corp.	0.16%	34,600	$1.1M	Reduce -0.9%
FDX FedEx Corp.	0.14%	4,220	$959K	No change
SPY SS SPDR S&P 500 ETF Trust-US	0.13%	1,499	$926K	Reduce -9.0%
NVDA Nvidia Corp.	0.13%	5,845	$923K	Reduce -3.4%
MCD McDonald's Corp.	0.13%	3,139	$917K	Reduce -1.6%
UNH Unitedhealth Group Inc.	0.13%	2,860	$892K	New
CI The Cigna Group	0.12%	2,642	$873K	Reduce -1.9%
VZ Verizon Communications Inc.	0.12%	19,809	$857K	Reduce -23.8%
GPC Genuine Parts Co.	0.12%	6,800	$825K	No change
KMB Kimberly-Clark Corp.	0.12%	6,335	$817K	No change
GOOG Alphabet Inc. Class C	0.11%	4,573	$811K	No change
ES Eversource Energy	0.11%	12,595	$801K	No change
AMZN Amazon.com Inc.	0.11%	3,433	$753K	No change
USB US Bancorp	0.11%	16,450	$744K	No change
DOV Dover Corp.	0.10%	3,850	$705K	No change
CPRT Copart Inc.	0.10%	13,762	$675K	New
HON Honeywell International Inc.	0.09%	2,840	$661K	No change
ITW Illinois Tool Works	0.09%	2,602	$643K	No change
PNC PNC Financial Services Group	0.09%	3,250	$606K	Reduce -8.4%
DUK Duke Energy Corp.	0.08%	4,869	$575K	Reduce -8.7%
T AT&T Inc.	0.08%	19,475	$564K	Reduce -9.7%
MCO Moody's Corp.	0.08%	1,100	$552K	No change
MA Mastercard Inc. Class A	0.08%	975	$548K	No change
ORCL Oracle Corp.	0.07%	2,300	$503K	No change
SO The Southern Co.	0.07%	5,400	$496K	No change

Show all 120 holdings

Portfolio Sells Q1 2025 → Q2 2025


SLB SLB Ltd.	Reduce -2.5%	1.56%	−0.44
JNJ Johnson & Johnson	Reduce -4.4%	2.63%	−0.39
BP BP PLC-Spons ADR	Reduce -1.0%	2.22%	−0.34
PG The Procter & Gamble Co.	Reduce -1.5%	3.17%	−0.32
FFIV F5 Inc.	Reduce -23.3%	1.38%	−0.27
CB Chubb Ltd.	Reduce -1.5%	3.33%	−0.24
BRK.B Berkshire Hathaway Inc. Class B	Reduce -0.5%	1.89%	−0.22
DD Dupont DE Nemours Inc.	Reduce -0.8%	1.66%	−0.18
ADP Automatic Data Processing	Reduce -4.0%	3.44%	−0.15
XOM Exxon Mobil Corp.	Reduce -0.6%	0.82%	−0.10
AAPL Apple Inc.	Reduce -1.7%	0.69%	−0.08
ABBV Abbvie Inc.	Reduce -5.2%	0.38%	−0.08
ACN Accenture PLC Class A	Reduce -3.4%	0.81%	−0.08
GIS General Mills Inc.	Reduce -0.5%	0.38%	−0.07
COP Conocophillips	Reduce -3.0%	0.28%	−0.06
LLY Eli Lilly & Co.	Reduce -9.7%	0.32%	−0.06
PFE Pfizer Inc.	Reduce -1.6%	0.69%	−0.05
VZ Verizon Communications Inc.	Reduce -23.8%	0.12%	−0.05
VCSH Vanguard S/T Corp. Bond ETF	Sold out	0.00%	−0.04
HSY The Hershey Co.	Reduce -0.7%	0.71%	−0.04
NEE Nextera Energy Inc.	Reduce -7.9%	0.29%	−0.04
DOW Dow Inc.	Sold out	0.00%	−0.04
CHRW C.H. Robinson Worldwide Inc.	Sold out	0.00%	−0.04
BDX Becton Dickinson and Co.	Sold out	0.00%	−0.03
INTC Intel Corp.	Sold out	0.00%	−0.03
UNP Union Pacific Corp.	Reduce -0.7%	0.67%	−0.03
BIV Vanguard Intermediate-Term B	Sold out	0.00%	−0.03
DVY iShares Select Dividend ETF	Sold out	0.00%	−0.03
LMT Lockheed Martin Corp.	Sold out	0.00%	−0.03
ROP Roper Technologies Inc.	Sold out	0.00%	−0.03
K Kellanova	Reduce -9.2%	0.18%	−0.03
KO The Coca-Cola Co.	Reduce -5.8%	0.31%	−0.03
PSX Phillips 66	Reduce -3.4%	0.27%	−0.02
AMT American Tower Corp.	Reduce -1.7%	1.25%	−0.02
WMB Williams Cos Inc.	Reduce -4.2%	3.21%	−0.02
ABT Abbott Laboratories	Reduce -4.5%	0.45%	−0.02
SYY Sysco Corp.	Reduce -0.3%	2.01%	−0.01
MCD McDonald's Corp.	Reduce -1.6%	0.13%	−0.01
DUK Duke Energy Corp.	Reduce -8.7%	0.08%	−0.01
AJG Arthur J Gallagher & Co.	Reduce -9.9%	0.05%	−0.01
IWF iShares Russell 1000 Growth	Reduce -34.0%	0.04%	−0.01
PAYX Paychex Inc.	Reduce -18.1%	0.03%	−0.01
T AT&T Inc.	Reduce -9.7%	0.08%	−0.01
PH Parker Hannifin Corp.	Reduce -25.0%	0.03%	−0.01
PNC PNC Financial Services Group	Reduce -8.4%	0.09%	−0.00
CI The Cigna Group	Reduce -1.9%	0.12%	−0.00
SPY SS SPDR S&P 500 ETF Trust-US	Reduce -9.0%	0.13%	−0.00
AMP Ameriprise Financial Inc.	Reduce -4.5%	0.04%	+0.00
NVS Novartis AG-Sponsored ADR	Reduce -6.6%	2.39%	+0.00
COST Costco Wholesale Corp.	Reduce -2.1%	0.33%	+0.00

Portfolio Buys Q1 2025 → Q2 2025


TECH Bio-Techne Corp.	Add +354.9%	0.63%	+0.47
MSFT Microsoft Corp.	Add +4.3%	1.44%	+0.39
ILMN Illumina Inc.	Add +3.4%	1.93%	+0.36
DIS The Walt Disney Co.	Add +4.4%	1.02%	+0.23
UNH Unitedhealth Group Inc.	New	0.13%	+0.13
CPRT Copart Inc.	New	0.10%	+0.10
UPS United Parcel Service Class B	Add +14.3%	2.40%	+0.08
CSCO Cisco Systems Inc.	Add +0.1%	0.74%	+0.07
GEV GE Vernova Inc.	New	0.03%	+0.03
MTB M & T Bank Corp.	New	0.03%	+0.03
IQV Iqvia Holdings Inc.	Add +13.2%	1.68%	−0.00
LOW Lowe's Cos Inc.	Add +2.9%	0.05%	−0.00
CPAY Corpay Inc.	Add +4.8%	1.50%	−0.02
IBTA Ibotta Inc. Class A	Add +3.6%	0.34%	−0.04
IT Gartner Inc.	Add +0.1%	0.89%	−0.04
CL Colgate-Palmolive Co.	Add +0.7%	1.39%	−0.05
CLX Clorox Company	Add +0.1%	0.30%	−0.07
MDT Medtronic PLC	Add +1.3%	2.57%	−0.08
WY Weyerhaeuser Co.	Add +7.9%	1.54%	−0.11
IFF Intl Flavors & Fragrances	Add +0.3%	2.16%	−0.14
FISV Fiserv Inc.	Add +14.1%	1.18%	−0.16
PEP Pepsico Inc.	Add +2.0%	2.08%	−0.27
MRK Merck & Co. Inc.	Add +4.4%	2.95%	−0.30

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