Filed: 10/30/2025ACC: 0001276853-25-000013
📋 What this filing means
WILKINS INVESTMENT COUNSEL INC filed this quarterly 13F‑HR report disclosing 122 equity positions with a total reported market value of $706.08M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
122
Positions
$706.08M
Total AUM (reported)
7.24M
Total Shares
Allocation by class
STOCK$649.54M92.0%
ADR$35.54M5.0%
REIT$17.99M2.5%
ETF$3.01M0.4%
Portfolio Concentration
Top 3$93.30M13.2%
4–10$153.12M21.7%
11–25$228.35M32.3%
Rest$231.32M32.8%
Top 3 weight
13.2%
Top 10 weight
34.9%
Voting Authority Distribution
Total shares with voting rights: 7.24M
Sole
Full voting authority
42.93K
shares
% of voting shares0.6%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.20M
shares
% of voting shares99.4%
Investment Discretion (by position count)
Sole122
Shared0
Other0
Dominant voting typeNone · 99.4% of voting shares
Institutional Holdings122
Rows:
NEWMONT
SOLEShares545.64K
TypeSH
Market value$46.00M
6.52%
Sole
3.60K
Shared
0.00
None
542.04K
INTERNATIONAL BUSINESS MACHINES
SOLEShares84.74K
TypeSH
Market value$23.91M
3.39%
Sole
850.00
Shared
0.00
None
83.89K
3M
SOLEShares150.69K
TypeSH
Market value$23.38M
3.31%
Sole
1K
Shared
0.00
None
149.69K
AUTOMATIC DATA PROCESSING
SOLEShares76.54K
TypeSH
Market value$22.46M
3.18%
Sole
0.00
Shared
0.00
None
76.54K
WILLIAMS COS
SOLEShares353.70K
TypeSH
Market value$22.41M
3.17%
Sole
1.50K
Shared
0.00
None
352.20K
MERCK
SOLEShares266.71K
TypeSH
Market value$22.38M
3.17%
Sole
2.50K
Shared
0.00
None
264.21K
CHUBB LIMITED
SOLEShares77.49K
TypeSH
Market value$21.87M
3.10%
Sole
425.00
Shared
0.00
None
77.07K
CORTEVA
SOLEShares321.50K
TypeSH
Market value$21.74M
3.08%
Sole
0.00
Shared
0.00
None
321.50K
PROCTER & GAMBLE
SOLEShares138.67K
TypeSH
Market value$21.31M
3.02%
Sole
0.00
Shared
0.00
None
138.67K
JOHNSON & JOHNSON
SOLEShares112.93K
TypeSH
Market value$20.94M
2.97%
Sole
1.22K
Shared
0.00
None
111.71K
MEDTRONIC
SOLEShares212.68K
TypeSH
Market value$20.26M
2.87%
Sole
2.25K
Shared
0.00
None
210.44K
NORTHERN TRUST
SOLEShares144.18K
TypeSH
Market value$19.41M
2.75%
Sole
0.00
Shared
0.00
None
144.18K
BP PLC
SOLEShares525.76K
TypeSH
Market value$18.12M
2.57%
Sole
6.35K
Shared
0.00
None
519.41K
NOVARTIS
SOLEShares133.98K
TypeSH
Market value$17.18M
2.43%
Sole
0.00
Shared
0.00
None
133.98K
EMERSON ELECTRIC
SOLEShares129.33K
TypeSH
Market value$16.97M
2.40%
Sole
0.00
Shared
0.00
None
129.33K
PEPSICO
SOLEShares108.60K
TypeSH
Market value$15.25M
2.16%
Sole
1.50K
Shared
0.00
None
107.11K
SYSCO
SOLEShares184.05K
TypeSH
Market value$15.15M
2.15%
Sole
0.00
Shared
0.00
None
184.05K
UNITED PARCEL SERVICE
SOLEShares168.44K
TypeSH
Market value$14.07M
1.99%
Sole
2.33K
Shared
0.00
None
166.10K
INTERNATIONAL FLAVORS & FRAGRANCES
SOLEShares225.91K
TypeSH
Market value$13.90M
1.97%
Sole
2.77K
Shared
0.00
None
223.13K
BERKSHIRE HATHAWAY CL B
SOLEShares27.43K
TypeSH
Market value$13.79M
1.95%
Sole
0.00
Shared
0.00
None
27.43K
IQVIA
SOLEShares71.97K
TypeSH
Market value$13.67M
1.94%
Sole
485.00
Shared
0.00
None
71.49K
ILLUMINA
SOLEShares142.24K
TypeSH
Market value$13.51M
1.91%
Sole
325.00
Shared
0.00
None
141.91K
FORTINET
SOLEShares156.28K
TypeSH
Market value$13.14M
1.86%
Sole
0.00
Shared
0.00
None
156.28K
DUPONT
SOLEShares165.72K
TypeSH
Market value$12.91M
1.83%
Sole
250.00
Shared
0.00
None
165.47K
WEYERHAEUSER
SOLEShares444.50K
TypeSH
Market value$11.02M
1.56%
Sole
7.51K
Shared
0.00
None
437K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEWMONTSOLE | Stock | 545.64K | SH | $46.00M 6.52% | 3.60K | 0.00 | 542.04K |
INTERNATIONAL BUSINESS MACHINESSOLE | Stock | 84.74K | SH | $23.91M 3.39% | 850.00 | 0.00 | 83.89K |
3MSOLE | Stock | 150.69K | SH | $23.38M 3.31% | 1K | 0.00 | 149.69K |
AUTOMATIC DATA PROCESSINGSOLE | Stock | 76.54K | SH | $22.46M 3.18% | 0.00 | 0.00 | 76.54K |
WILLIAMS COSSOLE | Stock | 353.70K | SH | $22.41M 3.17% | 1.50K | 0.00 | 352.20K |
MERCKSOLE | Stock | 266.71K | SH | $22.38M 3.17% | 2.50K | 0.00 | 264.21K |
CHUBB LIMITEDSOLE | Stock | 77.49K | SH | $21.87M 3.10% | 425.00 | 0.00 | 77.07K |
CORTEVASOLE | Stock | 321.50K | SH | $21.74M 3.08% | 0.00 | 0.00 | 321.50K |
PROCTER & GAMBLESOLE | Stock | 138.67K | SH | $21.31M 3.02% | 0.00 | 0.00 | 138.67K |
JOHNSON & JOHNSONSOLE | Stock | 112.93K | SH | $20.94M 2.97% | 1.22K | 0.00 | 111.71K |
MEDTRONICSOLE | Stock | 212.68K | SH | $20.26M 2.87% | 2.25K | 0.00 | 210.44K |
NORTHERN TRUSTSOLE | Stock | 144.18K | SH | $19.41M 2.75% | 0.00 | 0.00 | 144.18K |
BP PLCSOLE | ADR | 525.76K | SH | $18.12M 2.57% | 6.35K | 0.00 | 519.41K |
NOVARTISSOLE | ADR | 133.98K | SH | $17.18M 2.43% | 0.00 | 0.00 | 133.98K |
EMERSON ELECTRICSOLE | Stock | 129.33K | SH | $16.97M 2.40% | 0.00 | 0.00 | 129.33K |
PEPSICOSOLE | Stock | 108.60K | SH | $15.25M 2.16% | 1.50K | 0.00 | 107.11K |
SYSCOSOLE | Stock | 184.05K | SH | $15.15M 2.15% | 0.00 | 0.00 | 184.05K |
UNITED PARCEL SERVICESOLE | Stock | 168.44K | SH | $14.07M 1.99% | 2.33K | 0.00 | 166.10K |
INTERNATIONAL FLAVORS & FRAGRANCESSOLE | Stock | 225.91K | SH | $13.90M 1.97% | 2.77K | 0.00 | 223.13K |
BERKSHIRE HATHAWAY CL BSOLE | Stock | 27.43K | SH | $13.79M 1.95% | 0.00 | 0.00 | 27.43K |
IQVIASOLE | Stock | 71.97K | SH | $13.67M 1.94% | 485.00 | 0.00 | 71.49K |
ILLUMINASOLE | Stock | 142.24K | SH | $13.51M 1.91% | 325.00 | 0.00 | 141.91K |
FORTINETSOLE | Stock | 156.28K | SH | $13.14M 1.86% | 0.00 | 0.00 | 156.28K |
DUPONTSOLE | Stock | 165.72K | SH | $12.91M 1.83% | 250.00 | 0.00 | 165.47K |
WEYERHAEUSERSOLE | REIT | 444.50K | SH | $11.02M 1.56% | 7.51K | 0.00 | 437K |
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