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CIK: 0001276853
Total reported value
$742.0M
$742.0M
120 檔
18.1%
As reported in its official Q2 2025 Form 13F filing, Wilkins Investment Counsel Inc's tracked investment portfolio stood at $742.0M with 120 total positions.
During Q2 2025, Wilkins Investment Counsel Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NEM | Newmont CORP | Stock-Materials | 4.84% | -1.17% | -1.20% | |
| 2 | IBM | Intl Business Machines CORP | Stock-Tech | 3.76% | +0.23% | -9.98% | |
| 3 | CTVA | Corteva Inc | Stock-Materials | 3.59% | -0.22% | -5.14% | |
| 4 | ADP | Automatic Data Processing | Stock-Tech | 3.44% | +0.10% | -3.97% | |
| 5 | CB | Chubb Limited | Stock-Financials | 3.33% | -0.07% | -1.52% | |
| 6 | MMM | 3m Co | Stock-Industrials | 3.26% | +0.13% | -0.04% | |
| 7 | WMB | Williams Cos Inc | Stock-Energy | 3.21% | -0.20% | -4.15% | |
| 8 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.17% | -0.15% | -1.54% | |
| 9 | MRK | Merck & Co. Inc. | Stock-Healthcare | 2.95% | -0.02% | +4.36% | |
| 10 | NTRS | Northern Trust CORP | Stock-Financials | 2.81% | +0.31% | -0.49% | |
| 11 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.63% | -0.06% | -4.39% | |
| 12 | MDT | Medtronic plc | Stock-Healthcare | 2.57% | -0.15% | +1.32% | |
| 13 | EMR | Emerson Electric Co | Stock-Industrials | 2.56% | +0.04% | -0.60% | |
| 14 | FTNT | Fortinet Inc | Stock-Tech | 2.50% | +0.59% | -0.96% | |
| 15 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.40% | +0.05% | +14.34% | |
| 16 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.39% | -0.12% | -6.63% | |
| 17 | BP | Bp Plc-spons Adr | Stock-Energy | 2.22% | -0.83% | -1.00% | |
| 18 | IFF | Intl Flavors & Fragrances | Stock-Materials | 2.16% | +0.05% | +0.33% | |
| 19 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.08% | -0.45% | +1.99% | |
| 20 | SYY | Sysco CORP | Stock-Consumer Staples | 2.01% | +0.10% | -0.35% | |
| 21 | ILMN | Illumina Inc | Stock-Healthcare | 1.93% | +0.67% | +3.39% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.89% | -0.02% | -0.54% | |
| 23 | FAST | Fastenal Co | Stock-Industrials | 1.88% | -0.08% | +95.30% | |
| 24 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.68% | +0.26% | +13.18% | |
| 25 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.66% | -1.14% | EXIT | |
| 26 | SLB | Slb LTD | Stock-Energy | 1.56% | -0.32% | -2.46% | |
| 27 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.54% | -0.15% | +7.90% | |
| 28 | TXN | Texas Instruments Inc | Stock-Tech | 1.53% | +0.45% | -1.79% | |
| 29 | CPAY | Corpay Inc | Stock-Tech | 1.50% | +0.10% | +4.81% | |
| 30 | MSFT | Microsoft CORP | Stock-Tech | 1.44% | -0.07% | +4.27% | |
| 31 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.39% | — | +0.70% | |
| 32 | FFIV | F5 Inc | Stock-Tech | 1.38% | +0.16% | -23.27% | |
| 33 | AMT | American Tower CORP | Stock-Real Estate | 1.25% | -0.12% | -1.66% | |
| 34 | FISV | Fiserv Inc | Stock-Other | 1.18% | +0.10% | +14.12% | |
| 35 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.02% | -0.05% | +4.38% | |
| 36 | IT | Gartner Inc | Stock-Tech | 0.89% | — | +0.10% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.84% | +0.03% | -5.03% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.82% | -1.25% | EXIT | |
| 39 | ACN | Accenture plc | Stock-Tech | 0.81% | +0.48% | -3.40% | |
| 40 | CSCO | Cisco Systems Inc | Stock-Tech | 0.74% | +0.24% | +0.06% | |
| 41 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.71% | -0.17% | -0.74% | |
| 42 | PFE | Pfizer Inc | Stock-Healthcare | 0.69% | -0.16% | -1.64% | |
| 43 | AAPL | Apple Inc | Stock-Tech | 0.69% | +0.08% | -1.66% | |
| 44 | UNP | Union Pacific CORP | Stock-Industrials | 0.67% | +0.03% | -0.72% | |
| 45 | TECH | Bio-techne CORP | Stock-Healthcare | 0.63% | +0.50% | +354.90% | |
| 46 | ABT | Abbott Laboratories | Stock-Healthcare | 0.45% | -0.05% | -4.49% | |
| 47 | ABBV | Abbvie Inc | Stock-Healthcare | 0.38% | +0.06% | -5.20% | |
| 48 | TRMB | Trimble Inc | Stock-Tech | 0.38% | -0.07% | -4.70% | |
| 49 | GIS | General Mills Inc | Stock-Consumer Staples | 0.38% | -0.05% | -0.53% | |
| 50 | AXP | American Express Co | Stock-Financials | 0.36% | +0.01% | -7.03% |
According to official SEC Form 13F filings, Wilkins Investment Counsel Inc reported a total U.S. public equity portfolio value of $742.0M across 120 disclosed positions in Q2 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including NEM, IBM, CTVA) accounted for 18.1% of total reported equity market value during Q2 2025.
During Q2 2025, Wilkins Investment Counsel Inc's top holdings by market value included NEM (4.8%)、IBM (3.8%)、CTVA (3.6%). The largest single position, NEM, represented 4.8% of total portfolio value.
In Q2 2025, Wilkins Investment Counsel Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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