Wilkins Investment Counsel Inc.

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

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 Q1 2025 Q2 2025: $706.7M $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 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
SHW The Sherwin-Williams Co. 0.07% 1,400 $481K No change
TFC Truist Financial Corp. 0.06% 9,975 $429K No change
TT Trane Technologies PLC 0.06% 893 $391K No change
PPG PPG Industries Inc. 0.05% 3,383 $385K No change
LOW Lowe's Cos Inc. 0.05% 1,733 $385K Add +2.9%
AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO 0.05% 1,185 $379K Reduce -9.9%
PM Philip Morris International 0.05% 2,082 $379K Reduce -1.6%
VONE Vanguard Russell 1000 0.05% 1,340 $376K No change
MDY State Street SPDR S&P Midcap 0.05% 650 $368K No change
IVV iShares Core S&P 500 ETF 0.05% 550 $341K No change
BMY Bristol-Myers Squibb Co. 0.04% 6,700 $310K No change
ED Consolidated Edison Inc. 0.04% 3,000 $301K No change
AMP Ameriprise Financial Inc. 0.04% 525 $280K Reduce -4.5%
IWF iShares Russell 1000 Growth 0.04% 600 $255K Reduce -34.0%
DEO Diageo PLC-Sponsored ADR 0.04% 2,500 $252K No change
PAYX Paychex Inc. 0.03% 1,565 $228K Reduce -18.1%
GEV GE Vernova Inc. 0.03% 409 $216K New
AMGN Amgen Inc. 0.03% 751 $210K No change
PH Parker Hannifin Corp. 0.03% 300 $210K Reduce -25.0%
MTB M & T Bank Corp. filed as M & T BK CORP 0.03% 1,050 $204K New

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

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