WILKINS INVESTMENT COUNSEL INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| CORTEVA(CTVA) | 316,292 | 318,391 | +2,099 | 21,201,053 | 26,652,511 | 3.82% | +5,451,458 |
| BP PLC(BP) | 497,292 | 463,342 | -33,950 | 17,270,951 | 21,777,074 | 3.12% | +4,506,123 |
| MERCK(MRK) | 250,356 | 246,748 | -3,608 | 26,352,473 | 29,681,317 | 4.25% | +3,328,844 |
| SLB(SLB) | 287,584 | 276,810 | -10,774 | 11,037,474 | 14,225,266 | 2.04% | +3,187,792 |
| QNITY ELECTRONICS(Q) | 93,463 | 93,423 | -40 | 7,631,254 | 10,779,146 | 1.54% | +3,147,892 |
| BIO-TECHNE(TECH) | 103,268 | 174,115 | +70,847 | 6,073,191 | 9,099,250 | 1.30% | +3,026,059 |
| FISERV(FISV) | 117,157 | 188,705 | +71,548 | 7,869,436 | 10,529,739 | 1.51% | +2,660,303 |
| EXXON MOBIL | 51,320 | 51,307 | -13 | 6,175,849 | 8,704,746 | 1.25% | +2,528,897 |
| WILLIAMS COS(WMB) | 311,440 | 289,330 | -22,110 | 18,720,658 | 21,057,437 | 3.02% | +2,336,779 |
| COPART(CPRT) | 191,295 | 280,142 | +88,847 | 7,489,199 | 9,300,714 | 1.33% | +1,811,515 |
| PEPSICO(PEP) | 107,315 | 109,980 | +2,665 | 15,401,849 | 17,078,794 | 2.45% | +1,676,945 |
| AMERICAN TOWER(AMT) | 40,480 | 50,439 | +9,959 | 7,107,074 | 8,704,763 | 1.25% | +1,597,689 |
| INTERNATIONAL FLAVORS & FRAGRANCES(IFF) | 227,214 | 230,664 | +3,450 | 15,311,951 | 16,734,673 | 2.40% | +1,422,722 |
| NOVARTIS(NVS) | 116,412 | 112,677 | -3,735 | 16,049,722 | 17,211,412 | 2.47% | +1,161,690 |
| FASTENAL(FAST) | 166,855 | 169,255 | +2,400 | 6,695,891 | 7,853,432 | 1.12% | +1,157,541 |
| TEXAS INSTRUMENTS(TXN) | 49,186 | 49,136 | -50 | 8,533,279 | 9,539,263 | 1.37% | +1,005,984 |
| DUPONT(DD) | 172,871 | 173,241 | +370 | 6,949,414 | 7,934,438 | 1.14% | +985,024 |
| AMAZON(AMZN) | 2,933 | 7,560 | +4,627 | 676,995 | 1,574,521 | 0.23% | +897,526 |
| WEYERHAEUSER(WY) | 506,030 | 527,265 | +21,235 | 11,987,851 | 12,881,084 | 1.84% | +893,233 |
| CLOROX(CLX) | 55,064 | 62,094 | +7,030 | 5,552,103 | 6,434,801 | 0.92% | +882,698 |
| CHUBB LIMITED COM | 75,467 | 74,729 | -738 | 23,554,760 | 24,356,423 | 3.49% | +801,663 |
| CHEVRON(CVX) | 14,954 | 14,879 | -75 | 2,279,139 | 3,078,465 | 0.44% | +799,326 |
| COLGATE-PALMOLIVE(CL) | 111,909 | 113,069 | +1,160 | 8,843,049 | 9,636,871 | 1.38% | +793,822 |
| CONOCOPHILLIPS(COP) | 19,625 | 19,625 | 0 | 1,837,096 | 2,590,500 | 0.37% | +753,404 |
| PHILLIPS 66(PSX) | 14,118 | 14,068 | -50 | 1,821,787 | 2,562,908 | 0.37% | +741,121 |
| HERSHEY COMPANY(HSY) | 29,330 | 28,995 | -335 | 5,337,473 | 6,027,771 | 0.86% | +690,298 |
| PFIZER(PFE) | 179,355 | 180,975 | +1,620 | 4,465,940 | 5,081,778 | 0.73% | +615,838 |
| DEERE & CO COM(DE) | 4,095 | 4,095 | 0 | 1,906,509 | 2,306,714 | 0.33% | +400,205 |
| NEXTERA ENERGY INC COM(NEE) | 29,985 | 29,985 | 0 | 2,407,196 | 2,785,007 | 0.40% | +377,811 |
| CATERPILLAR(CAT) | 3,783 | 3,528 | -255 | 2,167,167 | 2,499,447 | 0.36% | +332,280 |
| PROCTER & GAMBLE(PG) | 136,667 | 137,632 | +965 | 19,585,748 | 19,879,566 | 2.85% | +293,818 |
| FORTINET(FTNT) | 152,044 | 151,323 | -721 | 12,073,814 | 12,366,116 | 1.77% | +292,302 |
| CORNING INC COM(GLW) | 0 | 2,050 | +2,050 | 0 | 278,739 | 0.04% | +278,739 |
| DOW(DOW) | 0 | 6,222 | +6,222 | 0 | 259,146 | 0.04% | +259,146 |
| LOCKHEED MARTIN CORP COM(LMT) | 0 | 409 | +409 | 0 | 247,196 | 0.04% | +247,196 |
| NORTHERN TRUST(NTRS) | 140,451 | 139,073 | -1,378 | 19,184,202 | 19,410,419 | 2.78% | +226,217 |
| UNION PACIFIC(UNP) | 19,356 | 19,356 | 0 | 4,477,430 | 4,696,153 | 0.67% | +218,723 |
| VERIZON(VZ) | 19,809 | 19,809 | 0 | 806,821 | 994,412 | 0.14% | +187,591 |
| HONEYWELL INTERNATIONAL(HON) | 2,840 | 3,269 | +429 | 554,056 | 738,892 | 0.11% | +184,836 |
| COCA COLA(KO) | 30,320 | 30,119 | -201 | 2,119,671 | 2,290,550 | 0.33% | +170,879 |
| CSX CORP COM(CSX) | 34,600 | 34,400 | -200 | 1,254,250 | 1,412,120 | 0.20% | +157,870 |
| GE VERNOVA INC COM(GEV) | 409 | 465 | +56 | 267,310 | 405,899 | 0.06% | +138,589 |
| EATON CORP PLC SHS(ETN) | 3,191 | 3,191 | 0 | 1,016,365 | 1,141,325 | 0.16% | +124,960 |
| COSTCO(COST) | 610 | 610 | 0 | 526,027 | 607,822 | 0.09% | +81,795 |
| AT&T(T) | 19,441 | 19,441 | 0 | 482,914 | 563,595 | 0.08% | +80,681 |
| DUKE ENERGY(DUK) | 5,309 | 5,309 | 0 | 622,268 | 695,160 | 0.10% | +72,892 |
| RAYTHEON TECHNOLOGIES(RTX) | 7,925 | 7,911 | -14 | 1,453,445 | 1,526,032 | 0.22% | +72,587 |
| DOVER CORP COM(DOV) | 3,850 | 3,850 | 0 | 751,674 | 802,533 | 0.11% | +50,859 |
| KIMBERLY-CLARK CORP COM(KMB) | 6,335 | 7,135 | +800 | 639,138 | 688,313 | 0.10% | +49,175 |
| SOUTHERN(SO) | 5,100 | 5,100 | 0 | 444,720 | 492,252 | 0.07% | +47,532 |
| BRISTOL-MYERS SQUIBB(BMY) | 6,700 | 6,700 | 0 | 361,398 | 406,355 | 0.06% | +44,957 |
| CONSOLIDATED EDISON INC COM(ED) | 3,000 | 3,000 | 0 | 297,960 | 339,540 | 0.05% | +41,580 |
| ILLINOIS TOOL WORKS(ITW) | 2,602 | 2,602 | 0 | 640,873 | 677,275 | 0.10% | +36,402 |
| CISCO SYSTEMS(CSCO) | 73,702 | 73,539 | -163 | 5,677,265 | 5,705,891 | 0.82% | +28,626 |
| EVERSOURCE ENERGY(ES) | 13,145 | 13,145 | 0 | 885,053 | 910,686 | 0.13% | +25,633 |
| ISHARES SEMICONDUCTOR ETF | 750 | 750 | 0 | 225,863 | 246,495 | 0.04% | +20,632 |
| AMGEN INC COM(AMGN) | 751 | 751 | 0 | 245,810 | 264,239 | 0.04% | +18,429 |
| PPG INDS INC COM(PPG) | 3,383 | 3,383 | 0 | 346,622 | 361,575 | 0.05% | +14,953 |
| MCDONALD'S(MCD) | 2,650 | 2,650 | 0 | 809,920 | 823,594 | 0.12% | +13,674 |
| PHILIP MORRIS INTL INC COM(PM) | 2,082 | 2,082 | 0 | 333,953 | 344,238 | 0.05% | +10,285 |
| STATE STREET SPDR S&P MIDCAP 400 ETF TRUST(MDY) | 650 | 650 | 0 | 392,132 | 400,894 | 0.06% | +8,762 |
| M&T BANK CORP(MTB) | 1,050 | 1,050 | 0 | 211,554 | 217,056 | 0.03% | +5,502 |
| PARKER-HANNIFIN CORP COM(PH) | 300 | 300 | 0 | 263,688 | 268,572 | 0.04% | +4,884 |
| ISHARES S&P MID CAP 400 INDEX | 3,075 | 3,075 | 0 | 202,950 | 207,655 | 0.03% | +4,705 |
| TRANE TECHNOLOGIES PLC SHS(TT) | 893 | 843 | -50 | 347,556 | 351,312 | 0.05% | +3,756 |
| PNC FINL SVCS GROUP INC COM(PNC) | 3,040 | 3,040 | 0 | 634,539 | 632,594 | 0.09% | -1,945 |
| SHERWIN WILLIAMS(SHW) | 1,325 | 1,325 | 0 | 429,340 | 424,729 | 0.06% | -4,611 |
| LOWE'S COMPANIES(LOW) | 1,733 | 1,733 | 0 | 417,930 | 409,473 | 0.06% | -8,457 |
| INVESCO QQQ TRUST SERIES I | 350 | 350 | 0 | 215,009 | 202,013 | 0.03% | -12,996 |
| NORFOLK SOUTHERN(NSC) | 5,562 | 5,537 | -25 | 1,605,861 | 1,589,119 | 0.23% | -16,742 |
| ISHARES CORE S&P 500 ETF | 550 | 550 | 0 | 376,717 | 359,266 | 0.05% | -17,451 |
| VANGUARD RUSSELL 1000 ETF VNG RUS1000IDX | 1,340 | 1,340 | 0 | 414,114 | 395,461 | 0.06% | -18,653 |
| ALPHABET INC CAP STK CL A(GOOG) | 769 | 769 | 0 | 240,697 | 221,134 | 0.03% | -19,563 |
| THE CIGNA GROUP COM(CI) | 2,472 | 2,472 | 0 | 680,369 | 659,406 | 0.09% | -20,963 |
| AMERIPRISE FINL INC COM(AMP) | 525 | 525 | 0 | 257,429 | 233,310 | 0.03% | -24,119 |
| TRUIST FINL CORP COM(TFC) | 9,975 | 9,975 | 0 | 490,870 | 458,551 | 0.07% | -32,319 |
| COMCAST CORP(CCZ) | 29,676 | 29,676 | 0 | 887,016 | 851,998 | 0.12% | -35,018 |
| STATE STREET(STT) | 14,950 | 14,950 | 0 | 1,928,700 | 1,892,072 | 0.27% | -36,628 |
| HOME DEPOT(HD) | 2,458 | 2,458 | 0 | 845,798 | 808,412 | 0.12% | -37,386 |
| GALLAGHER ARTHUR J & CO COM(AJG) | 1,185 | 1,185 | 0 | 306,666 | 256,647 | 0.04% | -50,019 |
| MASTERCARD INCORPORATED CL A(MA) | 975 | 975 | 0 | 556,608 | 487,169 | 0.07% | -69,439 |
| NVIDIA CORPORATION COM(NVDA) | 5,845 | 5,845 | 0 | 1,090,093 | 1,019,368 | 0.15% | -70,725 |
| MOODYS CORP COM(MCO) | 1,100 | 1,100 | 0 | 561,935 | 479,875 | 0.07% | -82,060 |
| STATE STREET SPDR S&P 500 ETF(SPY) | 1,453 | 1,393 | -60 | 990,830 | 905,924 | 0.13% | -84,906 |
| BANK NEW YORK MELLON CORP COM | 18,545 | 17,345 | -1,200 | 2,152,889 | 2,057,637 | 0.29% | -95,252 |
| GENERAL ELECTRIC(GE) | 5,496 | 5,581 | +85 | 1,692,933 | 1,583,720 | 0.23% | -109,213 |
| GENUINE PARTS CO COM(GPC) | 6,800 | 6,800 | 0 | 836,128 | 719,100 | 0.10% | -117,028 |
| ORACLE(ORCL) | 2,300 | 2,200 | -100 | 448,293 | 323,642 | 0.05% | -124,651 |
| ALPHABET CL C(GOOG) | 4,523 | 4,473 | -50 | 1,419,317 | 1,283,125 | 0.18% | -136,192 |
| WAL-MART STORES(WMT) | 16,531 | 13,506 | -3,025 | 1,841,719 | 1,678,526 | 0.24% | -163,193 |
| MORGAN STANLEY COM NEW(MS) | 11,299 | 11,149 | -150 | 2,005,911 | 1,834,791 | 0.26% | -171,120 |
| NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS(QQQX) | 7,146 | 0 | -7,146 | 203,804 | 0 | — | -203,804 |
| ABBVIE(ABBV) | 14,392 | 14,182 | -210 | 3,288,428 | 3,084,443 | 0.44% | -203,985 |
| DIAGEO PLC SPON ADR NEW(DEO) | 2,500 | 0 | -2,500 | 215,675 | 0 | — | -215,675 |
| ISHARES RUSSELL 1000 GROWTH ETF | 500 | 0 | -500 | 236,650 | 0 | — | -236,650 |
| AUTODESK | 4,335 | 4,335 | 0 | 1,283,203 | 1,037,799 | 0.15% | -245,404 |
| EMERSON ELECTRIC(EMR) | 117,923 | 117,548 | -375 | 15,650,741 | 15,401,139 | 2.21% | -249,602 |
| UNITEDHEALTH GROUP INC COM(UNH) | 2,025 | 1,510 | -515 | 668,473 | 408,591 | 0.06% | -259,882 |
| VISA(V) | 5,961 | 5,961 | 0 | 2,090,582 | 1,801,653 | 0.26% | -288,929 |
| TRIMBLE(TRMB) | 26,250 | 26,700 | +450 | 2,056,688 | 1,741,641 | 0.25% | -315,047 |