Filed: 5/6/2025ACC: 0001276853-25-000004
📋 What this filing means
WILKINS INVESTMENT COUNSEL INC filed this quarterly 13F‑HR report disclosing 125 equity positions with a total reported market value of $698.09M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
125
Positions
$698.09M
Total AUM (reported)
7.21M
Total Shares
Allocation by class
STOCK$639.95M91.7%
ADR$34.84M5.0%
REIT$20.33M2.9%
ETF$2.98M0.4%
Portfolio Concentration
Top 3$78.71M11.3%
4–10$160.35M23.0%
11–25$228.31M32.7%
Rest$230.72M33.0%
Top 3 weight
11.3%
Top 10 weight
34.2%
Voting Authority Distribution
Total shares with voting rights: 7.21M
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
7.21M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole125
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings125
Rows:
NEWMONT
SOLEShares594.14K
TypeSH
Market value$28.69M
4.11%
Sole
0.00
Shared
0.00
None
594.14K
AUTOMATIC DATA PROCESSING
SOLEShares82.13K
TypeSH
Market value$25.09M
3.59%
Sole
0.00
Shared
0.00
None
82.13K
INTERNATIONAL BUSINESS MACHINES
SOLEShares100.26K
TypeSH
Market value$24.93M
3.57%
Sole
0.00
Shared
0.00
None
100.26K
CHUBB LIMITED
SOLEShares82.37K
TypeSH
Market value$24.88M
3.56%
Sole
0.00
Shared
0.00
None
82.37K
PROCTER & GAMBLE
SOLEShares143.05K
TypeSH
Market value$24.38M
3.49%
Sole
0.00
Shared
0.00
None
143.05K
MERCK
SOLEShares252.56K
TypeSH
Market value$22.67M
3.25%
Sole
0.00
Shared
0.00
None
252.56K
CORTEVA
SOLEShares358.46K
TypeSH
Market value$22.56M
3.23%
Sole
0.00
Shared
0.00
None
358.46K
WILLIAMS COS
SOLEShares377.42K
TypeSH
Market value$22.55M
3.23%
Sole
0.00
Shared
0.00
None
377.42K
3M
SOLEShares151.47K
TypeSH
Market value$22.24M
3.19%
Sole
0.00
Shared
0.00
None
151.47K
JOHNSON & JOHNSON
SOLEShares127.06K
TypeSH
Market value$21.07M
3.02%
Sole
0.00
Shared
0.00
None
127.06K
MEDTRONIC
SOLEShares205.72K
TypeSH
Market value$18.49M
2.65%
Sole
0.00
Shared
0.00
None
205.72K
BP PLC
SOLEShares530.66K
TypeSH
Market value$17.93M
2.57%
Sole
0.00
Shared
0.00
None
530.66K
NOVARTIS
SOLEShares149.31K
TypeSH
Market value$16.65M
2.38%
Sole
0.00
Shared
0.00
None
149.31K
PEPSICO
SOLEShares109.40K
TypeSH
Market value$16.40M
2.35%
Sole
0.00
Shared
0.00
None
109.40K
FORTINET
SOLEShares168.69K
TypeSH
Market value$16.24M
2.33%
Sole
0.00
Shared
0.00
None
168.69K
UNITED PARCEL SERVICE
SOLEShares146.69K
TypeSH
Market value$16.13M
2.31%
Sole
0.00
Shared
0.00
None
146.69K
INTERNATIONAL FLAVORS & FRAGRANCES
SOLEShares207.22K
TypeSH
Market value$16.08M
2.30%
Sole
0.00
Shared
0.00
None
207.22K
NORTHERN TRUST
SOLEShares157.49K
TypeSH
Market value$15.54M
2.23%
Sole
0.00
Shared
0.00
None
157.49K
EMERSON ELECTRIC
SOLEShares136.69K
TypeSH
Market value$14.99M
2.15%
Sole
0.00
Shared
0.00
None
136.69K
BERKSHIRE HATHAWAY CL B
SOLEShares27.58K
TypeSH
Market value$14.69M
2.10%
Sole
0.00
Shared
0.00
None
27.58K
SYSCO
SOLEShares187.92K
TypeSH
Market value$14.10M
2.02%
Sole
0.00
Shared
0.00
None
187.92K
SLB
SOLEShares334.18K
TypeSH
Market value$13.97M
2.00%
Sole
0.00
Shared
0.00
None
334.18K
DUPONT
SOLEShares172K
TypeSH
Market value$12.85M
1.84%
Sole
0.00
Shared
0.00
None
172K
FASTENAL
SOLEShares161.64K
TypeSH
Market value$12.53M
1.80%
Sole
0.00
Shared
0.00
None
161.64K
IQVIA
SOLEShares66.51K
TypeSH
Market value$11.73M
1.68%
Sole
0.00
Shared
0.00
None
66.51K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEWMONTSOLE | Stock | 594.14K | SH | $28.69M 4.11% | 0.00 | 0.00 | 594.14K |
AUTOMATIC DATA PROCESSINGSOLE | Stock | 82.13K | SH | $25.09M 3.59% | 0.00 | 0.00 | 82.13K |
INTERNATIONAL BUSINESS MACHINESSOLE | Stock | 100.26K | SH | $24.93M 3.57% | 0.00 | 0.00 | 100.26K |
CHUBB LIMITEDSOLE | Stock | 82.37K | SH | $24.88M 3.56% | 0.00 | 0.00 | 82.37K |
PROCTER & GAMBLESOLE | Stock | 143.05K | SH | $24.38M 3.49% | 0.00 | 0.00 | 143.05K |
MERCKSOLE | Stock | 252.56K | SH | $22.67M 3.25% | 0.00 | 0.00 | 252.56K |
CORTEVASOLE | Stock | 358.46K | SH | $22.56M 3.23% | 0.00 | 0.00 | 358.46K |
WILLIAMS COSSOLE | Stock | 377.42K | SH | $22.55M 3.23% | 0.00 | 0.00 | 377.42K |
3MSOLE | Stock | 151.47K | SH | $22.24M 3.19% | 0.00 | 0.00 | 151.47K |
JOHNSON & JOHNSONSOLE | Stock | 127.06K | SH | $21.07M 3.02% | 0.00 | 0.00 | 127.06K |
MEDTRONICSOLE | Stock | 205.72K | SH | $18.49M 2.65% | 0.00 | 0.00 | 205.72K |
BP PLCSOLE | ADR | 530.66K | SH | $17.93M 2.57% | 0.00 | 0.00 | 530.66K |
NOVARTISSOLE | ADR | 149.31K | SH | $16.65M 2.38% | 0.00 | 0.00 | 149.31K |
PEPSICOSOLE | Stock | 109.40K | SH | $16.40M 2.35% | 0.00 | 0.00 | 109.40K |
FORTINETSOLE | Stock | 168.69K | SH | $16.24M 2.33% | 0.00 | 0.00 | 168.69K |
UNITED PARCEL SERVICESOLE | Stock | 146.69K | SH | $16.13M 2.31% | 0.00 | 0.00 | 146.69K |
INTERNATIONAL FLAVORS & FRAGRANCESSOLE | Stock | 207.22K | SH | $16.08M 2.30% | 0.00 | 0.00 | 207.22K |
NORTHERN TRUSTSOLE | Stock | 157.49K | SH | $15.54M 2.23% | 0.00 | 0.00 | 157.49K |
EMERSON ELECTRICSOLE | Stock | 136.69K | SH | $14.99M 2.15% | 0.00 | 0.00 | 136.69K |
BERKSHIRE HATHAWAY CL BSOLE | Stock | 27.58K | SH | $14.69M 2.10% | 0.00 | 0.00 | 27.58K |
SYSCOSOLE | Stock | 187.92K | SH | $14.10M 2.02% | 0.00 | 0.00 | 187.92K |
SLBSOLE | Stock | 334.18K | SH | $13.97M 2.00% | 0.00 | 0.00 | 334.18K |
DUPONTSOLE | Stock | 172K | SH | $12.85M 1.84% | 0.00 | 0.00 | 172K |
FASTENALSOLE | Stock | 161.64K | SH | $12.53M 1.80% | 0.00 | 0.00 | 161.64K |
IQVIASOLE | Stock | 66.51K | SH | $11.73M 1.68% | 0.00 | 0.00 | 66.51K |
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