Wilkins Investment Counsel Inc.

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 2, 2026), Wilkins Investment Counsel Inc. reported 120 stock positions worth $685.9 million. Its top holding was Newmont (NEM) at 6.7% of the portfolio, followed by Merck (MRK, 3.8%) and Chubb (CB, 3.4%). Compared with Q3 2025, it opened 2 new positions, sold out of 5, added to 13 and reduced 58. The biggest buy was Copart (CPRT, shares +125%) and the biggest sale Berkshire Hathaway Class B (BRK.B, shares −33%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001276853
Portfolio Value
$685.9M (Q4 2025)
SEC Filing
0001276853-26-000002 ↗ filed Feb 2, 2026

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 Q3 2025 Q4 2025: $685.9M $685.9M Q4 2025 Q1 2026: $698.2M Q1 2026 Q2 2026: $742.0M Q2 2026

Holdings 120 stocks · $685.9M
NEM Newmont Corp. 6.65% 456,955 $45.6M Reduce -16.3%
MRK Merck & Co. Inc. 3.84% 250,356 $26.4M Reduce -6.1%
CB Chubb Ltd. 3.43% 75,467 $23.6M Reduce -2.6%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 3.32% 76,935 $22.8M Reduce -9.2%
MMM 3M Co. 3.31% 141,746 $22.7M Reduce -5.9%
CTVA Corteva Inc. 3.09% 316,292 $21.2M Reduce -1.6%
JNJ Johnson & Johnson 2.99% 98,950 $20.5M Reduce -12.4%
ADP Automatic Data Processing 2.92% 77,781 $20.0M Add +1.6%
PG The Procter & Gamble Co. 2.86% 136,667 $19.6M Reduce -1.4%
NTRS Northern Trust Corp. 2.80% 140,451 $19.2M Reduce -2.6%
MDT Medtronic PLC 2.75% 196,350 $18.9M Reduce -7.7%
WMB Williams Cos Inc. 2.73% 311,440 $18.7M Reduce -11.9%
BP BP PLC-Spons ADR 2.52% 497,292 $17.3M Reduce -5.4%
ILMN Illumina Inc. 2.51% 131,320 $17.2M Reduce -7.7%
NVS Novartis AG-Sponsored ADR 2.34% 116,412 $16.0M Reduce -13.1%
EMR Emerson Electric Co. 2.28% 117,923 $15.7M Reduce -8.8%
IQV Iqvia Holdings Inc. 2.25% 68,363 $15.4M Reduce -5.0%
PEP Pepsico Inc. 2.25% 107,315 $15.4M Reduce -1.2%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 2.23% 227,214 $15.3M Add +0.6%
UPS United Parcel Service Class B 2.21% 153,078 $15.2M Reduce -9.1%
SYY Sysco Corp. 1.97% 182,977 $13.5M Reduce -0.6%
FTNT Fortinet Inc. 1.76% 152,044 $12.1M Reduce -2.7%
WY Weyerhaeuser Co. 1.75% 506,030 $12.0M Add +13.8%
SLB SLB Ltd. filed as SLB LIMITED 1.61% 287,584 $11.0M Reduce -9.5%
CPAY Corpay Inc. 1.49% 34,001 $10.2M Reduce -5.4%
BRK.B Berkshire Hathaway Inc. Class B 1.34% 18,334 $9.2M Reduce -33.2%
CL Colgate-Palmolive Co. 1.29% 111,909 $8.8M Add +2.4%
TXN Texas Instruments Inc. 1.24% 49,186 $8.5M Reduce -2.0%
FISV Fiserv Inc. 1.15% 117,157 $7.9M Add +48.9%
Q Qnity Electronics Inc. 1.11% 93,463 $7.6M Add +12.8%
MSFT Microsoft Corp. 1.10% 15,642 $7.6M Reduce -23.1%
CPRT Copart Inc. 1.09% 191,295 $7.5M Add +125.3%
AMT American Tower Corp. 1.04% 40,480 $7.1M Add +11.7%
DD Dupont DE Nemours Inc. 1.01% 172,871 $6.9M Add +4.3%
FAST Fastenal Co. 0.98% 166,855 $6.7M Reduce -14.4%
FFIV F5 Inc. 0.97% 26,020 $6.6M Reduce -14.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.93% 56,215 $6.4M Reduce -2.9%
XOM Exxon Mobil Corp. 0.90% 51,320 $6.2M Reduce -0.1%
AAPL Apple Inc. 0.90% 22,618 $6.1M Reduce -1.3%
JPM JPMorgan Chase & Co. 0.89% 18,939 $6.1M Reduce -1.9%
TECH Bio-Techne Corp. 0.89% 103,268 $6.1M Add +8.0%
CSCO Cisco Systems Inc. 0.83% 73,702 $5.7M Reduce -2.1%
CLX Clorox Company 0.81% 55,064 $5.6M Add +250.6%
HSY The Hershey Co. 0.78% 29,330 $5.3M Reduce -1.0%
UNP Union Pacific Corp. 0.65% 19,356 $4.5M Add +1.6%
PFE Pfizer Inc. 0.65% 179,355 $4.5M Reduce -10.0%
ACN Accenture PLC Class A 0.63% 16,232 $4.4M Reduce -3.3%
ABBV Abbvie Inc. 0.48% 14,392 $3.3M No change
LLY Eli Lilly & Co. 0.43% 2,764 $3.0M Reduce -2.7%
ABT Abbott Laboratories 0.42% 23,253 $2.9M No change
AXP American Express Co. 0.42% 7,832 $2.9M Reduce -0.9%
NEE Nextera Energy Inc. 0.35% 29,985 $2.4M No change
CVX Chevron Corp. 0.33% 14,954 $2.3M No change
GIS General Mills Inc. 0.33% 48,350 $2.2M Reduce -5.1%
CAT Caterpillar Inc. 0.32% 3,783 $2.2M Reduce -1.8%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.31% 18,545 $2.2M Reduce -0.3%
KO The Coca-Cola Co. 0.31% 30,320 $2.1M Reduce -0.7%
V Visa Inc. Class A 0.30% 5,961 $2.1M Reduce -3.6%
TRMB Trimble Inc. 0.30% 26,250 $2.1M Reduce -2.4%
MS Morgan Stanley 0.29% 11,299 $2.0M No change
STT State Street Corp. 0.28% 14,950 $1.9M No change
DE Deere & Co. 0.28% 4,095 $1.9M No change
WMT Walmart Inc. 0.27% 16,531 $1.8M Reduce -1.9%
COP Conocophillips 0.27% 19,625 $1.8M Reduce -9.3%
PSX Phillips 66 0.27% 14,118 $1.8M Reduce -6.6%
GE General Electric filed as GE AEROSPACE 0.25% 5,496 $1.7M Reduce -4.8%
NSC Norfolk Southern Corp. 0.23% 5,562 $1.6M No change
RTX RTX Corp. 0.21% 7,925 $1.5M No change
GOOG Alphabet Inc. Class C 0.21% 4,523 $1.4M No change
ADSK Autodesk Inc. 0.19% 4,335 $1.3M No change
CSX CSX Corp. 0.18% 34,600 $1.3M No change
IT Gartner Inc. 0.18% 4,947 $1.2M Reduce -63.5%
NVDA Nvidia Corp. 0.16% 5,845 $1.1M No change
ETN Eaton Corp. PLC 0.15% 3,191 $1.0M Reduce -1.2%
SPY SS SPDR S&P 500 ETF Trust-US 0.14% 1,453 $991K Reduce -3.1%
CMCSA Comcast Corp. Class A 0.13% 29,676 $887K Reduce -39.6%
ES Eversource Energy 0.13% 13,145 $885K No change
HD Home Depot Inc. 0.12% 2,458 $846K Reduce -42.8%
GPC Genuine Parts Co. 0.12% 6,800 $836K No change
MCD McDonald's Corp. 0.12% 2,650 $810K Reduce -12.7%
VZ Verizon Communications Inc. 0.12% 19,809 $807K No change
DOV Dover Corp. 0.11% 3,850 $752K No change
CI The Cigna Group 0.10% 2,472 $680K Reduce -6.4%
AMZN Amazon.com Inc. 0.10% 2,933 $677K Reduce -14.6%
UNH Unitedhealth Group Inc. 0.10% 2,025 $668K Reduce -8.6%
ITW Illinois Tool Works 0.09% 2,602 $641K No change
KMB Kimberly-Clark Corp. 0.09% 6,335 $639K No change
PNC PNC Financial Services Group 0.09% 3,040 $635K No change
DUK Duke Energy Corp. 0.09% 5,309 $622K Add +2.7%
MCO Moody's Corp. 0.08% 1,100 $562K No change
MA Mastercard Inc. Class A 0.08% 975 $557K No change
HON Honeywell International Inc. 0.08% 2,840 $554K No change
COST Costco Wholesale Corp. 0.08% 610 $526K Reduce -73.9%
TFC Truist Financial Corp. 0.07% 9,975 $491K No change
T AT&T Inc. 0.07% 19,441 $483K Reduce -3.6%
ORCL Oracle Corp. 0.07% 2,300 $448K No change
SO The Southern Co. 0.06% 5,100 $445K No change
SHW The Sherwin-Williams Co. 0.06% 1,325 $429K No change
LOW Lowe's Cos Inc. 0.06% 1,733 $418K No change
VONE Vanguard Russell 1000 0.06% 1,340 $414K No change

Show all 120 holdings

Portfolio Sells Q3 2025 → Q4 2025
BRK.B Berkshire Hathaway Inc. Class B Reduce -33.2% 1.34% −0.61
WMB Williams Cos Inc. Reduce -11.9% 2.73% −0.44
FFIV F5 Inc. Reduce -14.6% 0.97% −0.43
MSFT Microsoft Corp. Reduce -23.1% 1.10% −0.39
FAST Fastenal Co. Reduce -14.4% 0.98% −0.38
IT Gartner Inc. Reduce -63.5% 0.18% −0.32
IBTA Ibotta Inc. Class A Sold out 0.00% −0.26
COST Costco Wholesale Corp. Reduce -73.9% 0.08% −0.23
K Kellanova Sold out 0.00% −0.18
SYY Sysco Corp. Reduce -0.6% 1.97% −0.18
PG The Procter & Gamble Co. Reduce -1.4% 2.86% −0.16
FDX FedEx Corp. Sold out 0.00% −0.14
HD Home Depot Inc. Reduce -42.8% 0.12% −0.12
EMR Emerson Electric Co. Reduce -8.8% 2.28% −0.12
MDT Medtronic PLC Reduce -7.7% 2.75% −0.12
USB US Bancorp Sold out 0.00% −0.11
FTNT Fortinet Inc. Reduce -2.7% 1.76% −0.10
NVS Novartis AG-Sponsored ADR Reduce -13.1% 2.34% −0.09
CMCSA Comcast Corp. Class A Reduce -39.6% 0.13% −0.09
PFE Pfizer Inc. Reduce -10.0% 0.65% −0.07
IBM Intl Business Machines Corp. Reduce -9.2% 3.32% −0.06
TXN Texas Instruments Inc. Reduce -2.0% 1.24% −0.06
BP BP PLC-Spons ADR Reduce -5.4% 2.52% −0.05
GIS General Mills Inc. Reduce -5.1% 0.33% −0.04
LMT Lockheed Martin Corp. Sold out 0.00% −0.03
PSX Phillips 66 Reduce -6.6% 0.27% −0.03
ETN Eaton Corp. PLC Reduce -1.2% 0.15% −0.02
COP Conocophillips Reduce -9.3% 0.27% −0.02
MCD McDonald's Corp. Reduce -12.7% 0.12% −0.01
TRMB Trimble Inc. Reduce -2.4% 0.30% −0.01
UNH Unitedhealth Group Inc. Reduce -8.6% 0.10% −0.01
T AT&T Inc. Reduce -3.6% 0.07% −0.01
CI The Cigna Group Reduce -6.4% 0.10% −0.01
AMZN Amazon.com Inc. Reduce -14.6% 0.10% −0.01
HSY The Hershey Co. Reduce -1.0% 0.78% −0.01
DIS The Walt Disney Co. Reduce -2.9% 0.93% −0.01
MMM 3M Co. Reduce -5.9% 3.31% −0.00
GE General Electric Reduce -4.8% 0.25% +0.00
SPY SS SPDR S&P 500 ETF Trust-US Reduce -3.1% 0.14% +0.00
V Visa Inc. Class A Reduce -3.6% 0.30% +0.01
CTVA Corteva Inc. Reduce -1.6% 3.09% +0.01
JNJ Johnson & Johnson Reduce -12.4% 2.99% +0.02
KO The Coca-Cola Co. Reduce -0.7% 0.31% +0.02
WMT Walmart Inc. Reduce -1.9% 0.27% +0.02
CPAY Corpay Inc. Reduce -5.4% 1.49% +0.03
BNY Bank of New York Mellon Corp. Reduce -0.3% 0.31% +0.03
JPM JPMorgan Chase & Co. Reduce -1.9% 0.89% +0.03
NTRS Northern Trust Corp. Reduce -2.6% 2.80% +0.05
ACN Accenture PLC Class A Reduce -3.3% 0.63% +0.05
AXP American Express Co. Reduce -0.9% 0.42% +0.05

Portfolio Buys Q3 2025 → Q4 2025
CPRT Copart Inc. Add +125.3% 1.09% +0.55
CLX Clorox Company Add +250.6% 0.81% +0.54
IFF Intl Flavors & Fragrances Add +0.6% 2.23% +0.26
WY Weyerhaeuser Co. Add +13.8% 1.75% +0.19
Q Qnity Electronics Inc. Add +12.8% 1.11% +0.15
TECH Bio-Techne Corp. Add +8.0% 0.89% +0.13
CL Colgate-Palmolive Co. Add +2.4% 1.29% +0.05
AMT American Tower Corp. Add +11.7% 1.04% +0.05
GOOGL Alphabet Inc. Class A New 0.04% +0.04
QQQX Nuveen Nasdaq 100 DYN Overwr New 0.03% +0.03
UNP Union Pacific Corp. Add +1.6% 0.65% +0.01
DUK Duke Energy Corp. Add +2.7% 0.09% +0.00
ADP Automatic Data Processing Add +1.6% 2.92% −0.26
FISV Fiserv Inc. Add +48.9% 1.15% −0.29
DD Dupont DE Nemours Inc. Add +4.3% 1.01% −0.82

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