Wilkins Investment Counsel Inc.

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 30, 2025), Wilkins Investment Counsel Inc. reported 122 stock positions worth $706.1 million. Its top holding was Newmont (NEM) at 6.5% of the portfolio, followed by Intl Business Machines (IBM, 3.4%) and 3M (MMM, 3.3%). Compared with Q2 2025, it opened 4 new positions, sold out of 2, added to 16 and reduced 58. The biggest buy was Copart (CPRT, shares +517%) and the biggest sale Fortinet (FTNT, shares −6%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001276853
Portfolio Value
$706.1M (Q3 2025)
SEC Filing
0001276853-25-000013 ↗ filed Oct 30, 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 Q2 2025 Q3 2025: $706.1M $706.1M Q3 2025 Q4 2025: $685.9M Q4 2025 Q1 2026: $698.2M Q1 2026 Q2 2026: $742.0M Q2 2026

Holdings 122 stocks · $706.1M
NEM Newmont Corp. 6.52% 545,640 $46.0M Reduce -7.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 3.39% 84,743 $23.9M Reduce -6.1%
MMM 3M Co. 3.31% 150,685 $23.4M Reduce -0.5%
ADP Automatic Data Processing 3.18% 76,536 $22.5M Reduce -3.0%
WMB Williams Cos Inc. 3.17% 353,705 $22.4M Reduce -2.2%
MRK Merck & Co. Inc. 3.17% 266,707 $22.4M Add +1.2%
CB Chubb Ltd. 3.10% 77,492 $21.9M Reduce -4.5%
CTVA Corteva Inc. 3.08% 321,502 $21.7M Reduce -5.5%
PG The Procter & Gamble Co. 3.02% 138,667 $21.3M Reduce -1.5%
JNJ Johnson & Johnson 2.97% 112,933 $20.9M Reduce -7.0%
MDT Medtronic PLC 2.87% 212,681 $20.3M Add +2.0%
NTRS Northern Trust Corp. 2.75% 144,181 $19.4M Reduce -8.0%
BP BP PLC-Spons ADR 2.57% 525,757 $18.1M Add +0.1%
NVS Novartis AG-Sponsored ADR 2.43% 133,977 $17.2M Reduce -3.9%
EMR Emerson Electric Co. 2.40% 129,333 $17.0M Reduce -4.8%
PEP Pepsico Inc. 2.16% 108,600 $15.3M Reduce -2.7%
SYY Sysco Corp. 2.15% 184,052 $15.2M Reduce -1.7%
UPS United Parcel Service Class B 1.99% 168,435 $14.1M Add +0.4%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 1.97% 225,909 $13.9M Add +8.7%
BRK.B Berkshire Hathaway Inc. Class B 1.95% 27,434 $13.8M No change
IQV Iqvia Holdings Inc. 1.94% 71,974 $13.7M Reduce -4.4%
ILMN Illumina Inc. 1.91% 142,235 $13.5M Reduce -0.5%
FTNT Fortinet Inc. 1.86% 156,284 $13.1M Reduce -6.5%
DD Dupont DE Nemours Inc. 1.83% 165,718 $12.9M Reduce -2.8%
WY Weyerhaeuser Co. 1.56% 444,505 $11.0M Add +5.2%
SLB SLB Ltd. filed as SCHLUMBERGER LTD 1.55% 317,822 $10.9M Reduce -2.5%
MSFT Microsoft Corp. 1.49% 20,351 $10.5M Reduce -0.7%
CPAY Corpay Inc. 1.47% 35,951 $10.4M Add +12.8%
FISV Fiserv Inc. 1.44% 78,678 $10.1M Add +62.4%
FFIV F5 Inc. 1.39% 30,455 $9.8M Reduce -8.3%
FAST Fastenal Co. 1.35% 194,860 $9.6M Reduce -38.3%
TXN Texas Instruments Inc. 1.31% 50,186 $9.2M Reduce -3.9%
CL Colgate-Palmolive Co. 1.24% 109,339 $8.7M Add +1.3%
AMT American Tower Corp. 0.99% 36,255 $7.0M Reduce -9.5%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.94% 57,905 $6.6M Reduce -0.5%
JPM JPMorgan Chase & Co. 0.86% 19,299 $6.1M Reduce -5.8%
AAPL Apple Inc. 0.83% 22,918 $5.8M Reduce -3.4%
XOM Exxon Mobil Corp. 0.82% 51,345 $5.8M Reduce -4.2%
HSY The Hershey Co. 0.78% 29,630 $5.5M Reduce -2.0%
TECH Bio-Techne Corp. 0.75% 95,623 $5.3M Add +10.4%
CSCO Cisco Systems Inc. 0.73% 75,302 $5.2M Reduce -0.0%
PFE Pfizer Inc. 0.72% 199,360 $5.1M Reduce -1.4%
UNP Union Pacific Corp. 0.64% 19,056 $4.5M Reduce -7.5%
ACN Accenture PLC Class A 0.59% 16,787 $4.1M Reduce -12.4%
CPRT Copart Inc. 0.54% 84,910 $3.8M Add +517.0%
IT Gartner Inc. 0.50% 13,548 $3.6M Reduce -12.6%
ABBV Abbvie Inc. 0.47% 14,392 $3.3M Reduce -1.2%
ABT Abbott Laboratories 0.44% 23,253 $3.1M Reduce -0.6%
AXP American Express Co. 0.37% 7,907 $2.6M Reduce -0.3%
GIS General Mills Inc. 0.36% 50,964 $2.6M Reduce -1.9%
CVX Chevron Corp. 0.33% 14,954 $2.3M Add +0.5%
NEE Nextera Energy Inc. 0.32% 29,985 $2.3M No change
TRMB Trimble Inc. 0.31% 26,900 $2.2M Reduce -24.1%
LLY Eli Lilly & Co. 0.31% 2,842 $2.2M Reduce -1.3%
COST Costco Wholesale Corp. 0.31% 2,335 $2.2M No change
V Visa Inc. Class A 0.30% 6,186 $2.1M Reduce -1.0%
PSX Phillips 66 0.29% 15,118 $2.1M Reduce -3.8%
COP Conocophillips 0.29% 21,625 $2.0M Reduce -2.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.29% 18,600 $2.0M No change
KO The Coca-Cola Co. 0.29% 30,545 $2.0M No change
CLX Clorox Company 0.27% 15,704 $1.9M Reduce -10.2%
DE Deere & Co. 0.27% 4,095 $1.9M Reduce -1.2%
IBTA Ibotta Inc. Class A 0.26% 66,027 $1.8M No change
CAT Caterpillar Inc. 0.26% 3,851 $1.8M Add +0.3%
MS Morgan Stanley 0.25% 11,299 $1.8M Reduce -0.4%
HD Home Depot Inc. 0.25% 4,295 $1.7M Reduce -1.9%
GE General Electric filed as GE AEROSPACE 0.25% 5,776 $1.7M Reduce -0.7%
WMT Walmart Inc. 0.25% 16,856 $1.7M Reduce -1.2%
STT State Street Corp. 0.25% 14,950 $1.7M No change
NSC Norfolk Southern Corp. 0.24% 5,562 $1.7M No change
CMCSA Comcast Corp. Class A 0.22% 49,176 $1.5M No change
ADSK Autodesk Inc. 0.20% 4,335 $1.4M Reduce -1.7%
RTX RTX Corp. 0.19% 7,925 $1.3M No change
K Kellanova 0.18% 15,725 $1.3M No change
CSX CSX Corp. 0.17% 34,600 $1.2M No change
ETN Eaton Corp. PLC 0.17% 3,231 $1.2M Reduce -4.0%
GOOG Alphabet Inc. Class C 0.16% 4,523 $1.1M Reduce -1.1%
NVDA Nvidia Corp. 0.15% 5,845 $1.1M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.14% 1,499 $999K No change
FDX FedEx Corp. 0.14% 4,220 $995K No change
GPC Genuine Parts Co. 0.13% 6,800 $942K No change
ES Eversource Energy 0.13% 13,145 $935K Add +4.4%
MCD McDonald's Corp. 0.13% 3,034 $922K Reduce -3.4%
VZ Verizon Communications Inc. 0.12% 19,809 $871K No change
USB US Bancorp 0.11% 16,450 $795K No change
KMB Kimberly-Clark Corp. 0.11% 6,335 $788K No change
UNH Unitedhealth Group Inc. 0.11% 2,215 $765K Reduce -22.6%
CI The Cigna Group 0.11% 2,642 $762K No change
AMZN Amazon.com Inc. 0.11% 3,433 $754K No change
ITW Illinois Tool Works 0.10% 2,602 $678K No change
ORCL Oracle Corp. 0.09% 2,300 $647K No change
DOV Dover Corp. 0.09% 3,850 $642K No change
DUK Duke Energy Corp. 0.09% 5,169 $640K Add +6.2%
PNC PNC Financial Services Group 0.09% 3,040 $611K Reduce -6.5%
HON Honeywell International Inc. 0.08% 2,840 $598K No change
T AT&T Inc. 0.08% 20,175 $570K Add +3.6%
MA Mastercard Inc. Class A 0.08% 975 $555K No change
MCO Moody's Corp. 0.07% 1,100 $524K No change
SO The Southern Co. 0.07% 5,100 $483K Reduce -5.6%
SHW The Sherwin-Williams Co. 0.07% 1,325 $459K Reduce -5.4%

Show all 122 holdings

Portfolio Sells Q2 2025 → Q3 2025
FTNT Fortinet Inc. Reduce -6.5% 1.86% −0.64
FAST Fastenal Co. Reduce -38.3% 1.35% −0.52
CTVA Corteva Inc. Reduce -5.5% 3.08% −0.51
IT Gartner Inc. Reduce -12.6% 0.50% −0.38
IBM Intl Business Machines Corp. Reduce -6.1% 3.39% −0.38
AMT American Tower Corp. Reduce -9.5% 0.99% −0.27
ADP Automatic Data Processing Reduce -3.0% 3.18% −0.26
TXN Texas Instruments Inc. Reduce -3.9% 1.31% −0.23
CB Chubb Ltd. Reduce -4.5% 3.10% −0.23
ACN Accenture PLC Class A Reduce -12.4% 0.59% −0.22
ANSS Ansys Inc. Sold out 0.00% −0.21
EMR Emerson Electric Co. Reduce -4.8% 2.40% −0.16
PG The Procter & Gamble Co. Reduce -1.5% 3.02% −0.16
DIS The Walt Disney Co. Reduce -0.5% 0.94% −0.08
TRMB Trimble Inc. Reduce -24.1% 0.31% −0.07
NTRS Northern Trust Corp. Reduce -8.0% 2.75% −0.06
WMB Williams Cos Inc. Reduce -2.2% 3.17% −0.04
DE Deere & Co. Reduce -1.2% 0.27% −0.03
UNP Union Pacific Corp. Reduce -7.5% 0.64% −0.03
PAYX Paychex Inc. Sold out 0.00% −0.03
CLX Clorox Company Reduce -10.2% 0.27% −0.02
UNH Unitedhealth Group Inc. Reduce -22.6% 0.11% −0.02
GIS General Mills Inc. Reduce -1.9% 0.36% −0.02
ILMN Illumina Inc. Reduce -0.5% 1.91% −0.02
V Visa Inc. Class A Reduce -1.0% 0.30% −0.01
SLB SLB Ltd. Reduce -2.5% 1.55% −0.01
LLY Eli Lilly & Co. Reduce -1.3% 0.31% −0.01
CSCO Cisco Systems Inc. Reduce -0.0% 0.73% −0.01
ABT Abbott Laboratories Reduce -0.6% 0.44% −0.01
SHW The Sherwin-Williams Co. Reduce -5.4% 0.07% −0.00
IWF iShares Russell 1000 Growth Reduce -16.7% 0.03% −0.00
SO The Southern Co. Reduce -5.6% 0.07% −0.00
MCD McDonald's Corp. Reduce -3.4% 0.13% +0.00
PNC PNC Financial Services Group Reduce -6.5% 0.09% +0.00
ETN Eaton Corp. PLC Reduce -4.0% 0.17% +0.00
ADSK Autodesk Inc. Reduce -1.7% 0.20% +0.00
XOM Exxon Mobil Corp. Reduce -4.2% 0.82% +0.00
COP Conocophillips Reduce -2.8% 0.29% +0.01
WMT Walmart Inc. Reduce -1.2% 0.25% +0.01
FFIV F5 Inc. Reduce -8.3% 1.39% +0.01
AXP American Express Co. Reduce -0.3% 0.37% +0.01
HD Home Depot Inc. Reduce -1.9% 0.25% +0.02
JPM JPMorgan Chase & Co. Reduce -5.8% 0.86% +0.02
PFE Pfizer Inc. Reduce -1.4% 0.72% +0.03
PSX Phillips 66 Reduce -3.8% 0.29% +0.03
MS Morgan Stanley Reduce -0.4% 0.25% +0.03
GE General Electric Reduce -0.7% 0.25% +0.03
GOOG Alphabet Inc. Class C Reduce -1.1% 0.16% +0.04
NVS Novartis AG-Sponsored ADR Reduce -3.9% 2.43% +0.05
MMM 3M Co. Reduce -0.5% 3.31% +0.05

Portfolio Buys Q2 2025 → Q3 2025
CPRT Copart Inc. Add +517.0% 0.54% +0.45
BP BP PLC-Spons ADR Add +0.1% 2.57% +0.34
MDT Medtronic PLC Add +2.0% 2.87% +0.30
FISV Fiserv Inc. Add +62.4% 1.44% +0.25
MRK Merck & Co. Inc. Add +1.2% 3.17% +0.22
TECH Bio-Techne Corp. Add +10.4% 0.75% +0.12
CAT Caterpillar Inc. Add +0.3% 0.26% +0.05
QQQ Invesco QQQ Trust Series 1 New 0.03% +0.03
LMT Lockheed Martin Corp. New 0.03% +0.03
SOXX iShares Semiconductor ETF New 0.03% +0.03
IJH iShares Core S&P Midcap ETF New 0.03% +0.03
CVX Chevron Corp. Add +0.5% 0.33% +0.03
WY Weyerhaeuser Co. Add +5.2% 1.56% +0.03
ES Eversource Energy Add +4.4% 0.13% +0.02
DUK Duke Energy Corp. Add +6.2% 0.09% +0.01
T AT&T Inc. Add +3.6% 0.08% +0.00
CPAY Corpay Inc. Add +12.8% 1.47% −0.03
CL Colgate-Palmolive Co. Add +1.3% 1.24% −0.15
IFF Intl Flavors & Fragrances Add +8.7% 1.97% −0.19
UPS United Parcel Service Class B Add +0.4% 1.99% −0.40

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