Filed: 8/7/2025ACC: 0001276853-25-000008
📋 What this filing means
WILKINS INVESTMENT COUNSEL INC filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $706.74M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$706.74M
Total AUM (reported)
7.38M
Total Shares
Allocation by class
STOCK$651.92M92.2%
ADR$32.85M4.6%
REIT$19.71M2.8%
ETF$2.27M0.3%
Portfolio Concentration
Top 3$86.15M12.2%
4–10$156.77M22.2%
11–25$230.02M32.5%
Rest$233.81M33.1%
Top 3 weight
12.2%
Top 10 weight
34.4%
Voting Authority Distribution
Total shares with voting rights: 7.38M
Sole
Full voting authority
9.32K
shares
% of voting shares0.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.37M
shares
% of voting shares99.9%
Investment Discretion (by position count)
Sole120
Shared0
Other0
Dominant voting typeNone · 99.9% of voting shares
Institutional Holdings120
Rows:
NEWMONT
SOLEShares586.99K
TypeSH
Market value$34.20M
4.84%
Sole
800.00
Shared
0.00
None
586.19K
INTERNATIONAL BUSINESS MACHINES
SOLEShares90.25K
TypeSH
Market value$26.60M
3.76%
Sole
150.00
Shared
0.00
None
90.10K
CORTEVA
SOLEShares340.05K
TypeSH
Market value$25.34M
3.59%
Sole
0.00
Shared
0.00
None
340.05K
AUTOMATIC DATA PROCESSING
SOLEShares78.88K
TypeSH
Market value$24.33M
3.44%
Sole
0.00
Shared
0.00
None
78.88K
CHUBB LIMITED
SOLEShares81.12K
TypeSH
Market value$23.50M
3.33%
Sole
0.00
Shared
0.00
None
81.12K
3M
SOLEShares151.40K
TypeSH
Market value$23.05M
3.26%
Sole
200.00
Shared
0.00
None
151.20K
WILLIAMS COS
SOLEShares361.74K
TypeSH
Market value$22.72M
3.21%
Sole
500.00
Shared
0.00
None
361.24K
PROCTER & GAMBLE
SOLEShares140.84K
TypeSH
Market value$22.44M
3.17%
Sole
0.00
Shared
0.00
None
140.84K
MERCK
SOLEShares263.58K
TypeSH
Market value$20.86M
2.95%
Sole
0.00
Shared
0.00
None
263.58K
NORTHERN TRUST
SOLEShares156.72K
TypeSH
Market value$19.87M
2.81%
Sole
0.00
Shared
0.00
None
156.72K
JOHNSON & JOHNSON
SOLEShares121.49K
TypeSH
Market value$18.56M
2.63%
Sole
175.00
Shared
0.00
None
121.31K
MEDTRONIC
SOLEShares208.44K
TypeSH
Market value$18.17M
2.57%
Sole
300.00
Shared
0.00
None
208.14K
EMERSON ELECTRIC
SOLEShares135.86K
TypeSH
Market value$18.11M
2.56%
Sole
0.00
Shared
0.00
None
135.86K
FORTINET
SOLEShares167.07K
TypeSH
Market value$17.66M
2.50%
Sole
0.00
Shared
0.00
None
167.07K
UNITED PARCEL SERVICE
SOLEShares167.72K
TypeSH
Market value$16.93M
2.40%
Sole
250.00
Shared
0.00
None
167.47K
NOVARTIS
SOLEShares139.42K
TypeSH
Market value$16.87M
2.39%
Sole
0.00
Shared
0.00
None
139.42K
BP PLC
SOLEShares525.37K
TypeSH
Market value$15.72M
2.22%
Sole
1.20K
Shared
0.00
None
524.17K
INTERNATIONAL FLAVORS & FRAGRANCES
SOLEShares207.90K
TypeSH
Market value$15.29M
2.16%
Sole
500.00
Shared
0.00
None
207.40K
PEPSICO
SOLEShares111.58K
TypeSH
Market value$14.73M
2.08%
Sole
150.00
Shared
0.00
None
111.42K
SYSCO
SOLEShares187.25K
TypeSH
Market value$14.18M
2.01%
Sole
0.00
Shared
0.00
None
187.25K
ILLUMINA
SOLEShares142.90K
TypeSH
Market value$13.63M
1.93%
Sole
250.00
Shared
0.00
None
142.65K
BERKSHIRE HATHAWAY CL B
SOLEShares27.43K
TypeSH
Market value$13.33M
1.89%
Sole
0.00
Shared
0.00
None
27.43K
FASTENAL
SOLEShares315.67K
TypeSH
Market value$13.26M
1.88%
Sole
0.00
Shared
0.00
None
315.67K
IQVIA
SOLEShares75.28K
TypeSH
Market value$11.86M
1.68%
Sole
150.00
Shared
0.00
None
75.13K
DUPONT
SOLEShares170.57K
TypeSH
Market value$11.70M
1.66%
Sole
250.00
Shared
0.00
None
170.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEWMONTSOLE | Stock | 586.99K | SH | $34.20M 4.84% | 800.00 | 0.00 | 586.19K |
INTERNATIONAL BUSINESS MACHINESSOLE | Stock | 90.25K | SH | $26.60M 3.76% | 150.00 | 0.00 | 90.10K |
CORTEVASOLE | Stock | 340.05K | SH | $25.34M 3.59% | 0.00 | 0.00 | 340.05K |
AUTOMATIC DATA PROCESSINGSOLE | Stock | 78.88K | SH | $24.33M 3.44% | 0.00 | 0.00 | 78.88K |
CHUBB LIMITEDSOLE | Stock | 81.12K | SH | $23.50M 3.33% | 0.00 | 0.00 | 81.12K |
3MSOLE | Stock | 151.40K | SH | $23.05M 3.26% | 200.00 | 0.00 | 151.20K |
WILLIAMS COSSOLE | Stock | 361.74K | SH | $22.72M 3.21% | 500.00 | 0.00 | 361.24K |
PROCTER & GAMBLESOLE | Stock | 140.84K | SH | $22.44M 3.17% | 0.00 | 0.00 | 140.84K |
MERCKSOLE | Stock | 263.58K | SH | $20.86M 2.95% | 0.00 | 0.00 | 263.58K |
NORTHERN TRUSTSOLE | Stock | 156.72K | SH | $19.87M 2.81% | 0.00 | 0.00 | 156.72K |
JOHNSON & JOHNSONSOLE | Stock | 121.49K | SH | $18.56M 2.63% | 175.00 | 0.00 | 121.31K |
MEDTRONICSOLE | Stock | 208.44K | SH | $18.17M 2.57% | 300.00 | 0.00 | 208.14K |
EMERSON ELECTRICSOLE | Stock | 135.86K | SH | $18.11M 2.56% | 0.00 | 0.00 | 135.86K |
FORTINETSOLE | Stock | 167.07K | SH | $17.66M 2.50% | 0.00 | 0.00 | 167.07K |
UNITED PARCEL SERVICESOLE | Stock | 167.72K | SH | $16.93M 2.40% | 250.00 | 0.00 | 167.47K |
NOVARTISSOLE | ADR | 139.42K | SH | $16.87M 2.39% | 0.00 | 0.00 | 139.42K |
BP PLCSOLE | ADR | 525.37K | SH | $15.72M 2.22% | 1.20K | 0.00 | 524.17K |
INTERNATIONAL FLAVORS & FRAGRANCESSOLE | Stock | 207.90K | SH | $15.29M 2.16% | 500.00 | 0.00 | 207.40K |
PEPSICOSOLE | Stock | 111.58K | SH | $14.73M 2.08% | 150.00 | 0.00 | 111.42K |
SYSCOSOLE | Stock | 187.25K | SH | $14.18M 2.01% | 0.00 | 0.00 | 187.25K |
ILLUMINASOLE | Stock | 142.90K | SH | $13.63M 1.93% | 250.00 | 0.00 | 142.65K |
BERKSHIRE HATHAWAY CL BSOLE | Stock | 27.43K | SH | $13.33M 1.89% | 0.00 | 0.00 | 27.43K |
FASTENALSOLE | Stock | 315.67K | SH | $13.26M 1.88% | 0.00 | 0.00 | 315.67K |
IQVIASOLE | Stock | 75.28K | SH | $11.86M 1.68% | 150.00 | 0.00 | 75.13K |
DUPONTSOLE | Stock | 170.57K | SH | $11.70M 1.66% | 250.00 | 0.00 | 170.32K |
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