Filed: 2/11/2025ACC: 0001276853-25-000002
📋 What this filing means
WILKINS INVESTMENT COUNSEL INC filed this quarterly 13F‑HR report disclosing 128 equity positions with a total reported market value of $691.65M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
128
Positions
$691.65M
Total AUM (reported)
7.51M
Total Shares
Allocation by class
STOCK$639.19M92.4%
ADR$32.71M4.7%
REIT$17.70M2.6%
ETF$2.06M0.3%
Portfolio Concentration
Top 3$74.59M10.8%
4–10$145.65M21.1%
11–25$226.07M32.7%
Rest$245.33M35.5%
Top 3 weight
10.8%
Top 10 weight
31.8%
Voting Authority Distribution
Total shares with voting rights: 7.51M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.51M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole128
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings128
Rows:
PROCTER & GAMBLE
SOLEShares152.91K
TypeSH
Market value$25.64M
3.71%
Sole
0.00
Shared
0.00
None
152.91K
AUTOMATIC DATA PROCESSING
SOLEShares84.56K
TypeSH
Market value$24.75M
3.58%
Sole
0.00
Shared
0.00
None
84.56K
MERCK
SOLEShares243.31K
TypeSH
Market value$24.20M
3.50%
Sole
0.00
Shared
0.00
None
243.31K
CHUBB LIMITED
SOLEShares82.08K
TypeSH
Market value$22.68M
3.28%
Sole
0.00
Shared
0.00
None
82.08K
NEWMONT
SOLEShares601.45K
TypeSH
Market value$22.39M
3.24%
Sole
0.00
Shared
0.00
None
601.45K
INTERNATIONAL BUSINESS MACHINES
SOLEShares99.03K
TypeSH
Market value$21.77M
3.15%
Sole
0.00
Shared
0.00
None
99.03K
CORTEVA
SOLEShares363.22K
TypeSH
Market value$20.69M
2.99%
Sole
0.00
Shared
0.00
None
363.22K
WILLIAMS COS
SOLEShares380.60K
TypeSH
Market value$20.60M
2.98%
Sole
0.00
Shared
0.00
None
380.60K
3M
SOLEShares149.68K
TypeSH
Market value$19.32M
2.79%
Sole
0.00
Shared
0.00
None
149.68K
JOHNSON & JOHNSON
SOLEShares125.88K
TypeSH
Market value$18.20M
2.63%
Sole
0.00
Shared
0.00
None
125.88K
FORTINET
SOLEShares178.57K
TypeSH
Market value$16.87M
2.44%
Sole
0.00
Shared
0.00
None
178.57K
EMERSON ELECTRIC
SOLEShares135.66K
TypeSH
Market value$16.81M
2.43%
Sole
0.00
Shared
0.00
None
135.66K
INTERNATIONAL FLAVORS & FRAGRANCES
SOLEShares195.34K
TypeSH
Market value$16.52M
2.39%
Sole
0.00
Shared
0.00
None
195.34K
NOVARTIS
SOLEShares166.78K
TypeSH
Market value$16.23M
2.35%
Sole
0.00
Shared
0.00
None
166.78K
MEDTRONIC
SOLEShares202.67K
TypeSH
Market value$16.19M
2.34%
Sole
0.00
Shared
0.00
None
202.67K
BP PLC
SOLEShares541.89K
TypeSH
Market value$16.02M
2.32%
Sole
0.00
Shared
0.00
None
541.89K
F5 NETWORKS
SOLEShares63.63K
TypeSH
Market value$16.00M
2.31%
Sole
0.00
Shared
0.00
None
63.63K
NORTHERN TRUST
SOLEShares155.77K
TypeSH
Market value$15.97M
2.31%
Sole
0.00
Shared
0.00
None
155.77K
UNITED PARCEL SERVICE
SOLEShares123.63K
TypeSH
Market value$15.59M
2.25%
Sole
0.00
Shared
0.00
None
123.63K
PEPSICO
SOLEShares94.53K
TypeSH
Market value$14.37M
2.08%
Sole
0.00
Shared
0.00
None
94.53K
SYSCO
SOLEShares184.85K
TypeSH
Market value$14.13M
2.04%
Sole
0.00
Shared
0.00
None
184.85K
ILLUMINA
SOLEShares101.39K
TypeSH
Market value$13.55M
1.96%
Sole
0.00
Shared
0.00
None
101.39K
DUPONT
SOLEShares169.75K
TypeSH
Market value$12.94M
1.87%
Sole
0.00
Shared
0.00
None
169.75K
BERKSHIRE HATHAWAY CL B
SOLEShares27.75K
TypeSH
Market value$12.58M
1.82%
Sole
0.00
Shared
0.00
None
27.75K
SLB
SOLEShares320.93K
TypeSH
Market value$12.30M
1.78%
Sole
0.00
Shared
0.00
None
320.93K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PROCTER & GAMBLESOLE | Stock | 152.91K | SH | $25.64M 3.71% | 0.00 | 0.00 | 152.91K |
AUTOMATIC DATA PROCESSINGSOLE | Stock | 84.56K | SH | $24.75M 3.58% | 0.00 | 0.00 | 84.56K |
MERCKSOLE | Stock | 243.31K | SH | $24.20M 3.50% | 0.00 | 0.00 | 243.31K |
CHUBB LIMITEDSOLE | Stock | 82.08K | SH | $22.68M 3.28% | 0.00 | 0.00 | 82.08K |
NEWMONTSOLE | Stock | 601.45K | SH | $22.39M 3.24% | 0.00 | 0.00 | 601.45K |
INTERNATIONAL BUSINESS MACHINESSOLE | Stock | 99.03K | SH | $21.77M 3.15% | 0.00 | 0.00 | 99.03K |
CORTEVASOLE | Stock | 363.22K | SH | $20.69M 2.99% | 0.00 | 0.00 | 363.22K |
WILLIAMS COSSOLE | Stock | 380.60K | SH | $20.60M 2.98% | 0.00 | 0.00 | 380.60K |
3MSOLE | Stock | 149.68K | SH | $19.32M 2.79% | 0.00 | 0.00 | 149.68K |
JOHNSON & JOHNSONSOLE | Stock | 125.88K | SH | $18.20M 2.63% | 0.00 | 0.00 | 125.88K |
FORTINETSOLE | Stock | 178.57K | SH | $16.87M 2.44% | 0.00 | 0.00 | 178.57K |
EMERSON ELECTRICSOLE | Stock | 135.66K | SH | $16.81M 2.43% | 0.00 | 0.00 | 135.66K |
INTERNATIONAL FLAVORS & FRAGRANCESSOLE | Stock | 195.34K | SH | $16.52M 2.39% | 0.00 | 0.00 | 195.34K |
NOVARTISSOLE | ADR | 166.78K | SH | $16.23M 2.35% | 0.00 | 0.00 | 166.78K |
MEDTRONICSOLE | Stock | 202.67K | SH | $16.19M 2.34% | 0.00 | 0.00 | 202.67K |
BP PLCSOLE | ADR | 541.89K | SH | $16.02M 2.32% | 0.00 | 0.00 | 541.89K |
F5 NETWORKSSOLE | Stock | 63.63K | SH | $16.00M 2.31% | 0.00 | 0.00 | 63.63K |
NORTHERN TRUSTSOLE | Stock | 155.77K | SH | $15.97M 2.31% | 0.00 | 0.00 | 155.77K |
UNITED PARCEL SERVICESOLE | Stock | 123.63K | SH | $15.59M 2.25% | 0.00 | 0.00 | 123.63K |
PEPSICOSOLE | Stock | 94.53K | SH | $14.37M 2.08% | 0.00 | 0.00 | 94.53K |
SYSCOSOLE | Stock | 184.85K | SH | $14.13M 2.04% | 0.00 | 0.00 | 184.85K |
ILLUMINASOLE | Stock | 101.39K | SH | $13.55M 1.96% | 0.00 | 0.00 | 101.39K |
DUPONTSOLE | Stock | 169.75K | SH | $12.94M 1.87% | 0.00 | 0.00 | 169.75K |
BERKSHIRE HATHAWAY CL BSOLE | Stock | 27.75K | SH | $12.58M 1.82% | 0.00 | 0.00 | 27.75K |
SLBSOLE | Stock | 320.93K | SH | $12.30M 1.78% | 0.00 | 0.00 | 320.93K |
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