WILKINS INVESTMENT COUNSEL INC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NEWMONT(NEM) | 586,994 | 545,640 | -41,354 | 34,198,270 | 46,002,908 | 6.52% | +11,804,638 |
| COPART INC COM(CPRT) | 13,762 | 84,910 | +71,148 | 675,301 | 3,818,403 | 0.54% | +3,143,102 |
| BP PLC(BP) | 525,367 | 525,757 | +390 | 15,724,234 | 18,117,586 | 2.57% | +2,393,352 |
| JOHNSON & JOHNSON(JNJ) | 121,490 | 112,933 | -8,557 | 18,557,598 | 20,940,037 | 2.97% | +2,382,439 |
| MEDTRONIC(MDT) | 208,436 | 212,681 | +4,245 | 18,169,366 | 20,255,738 | 2.87% | +2,086,372 |
| IQVIA(IQV) | 75,280 | 71,974 | -3,306 | 11,863,375 | 13,670,742 | 1.94% | +1,807,367 |
| FISERV(FISV) | 48,456 | 78,678 | +30,222 | 8,354,299 | 10,143,955 | 1.44% | +1,789,656 |
| MERCK(MRK) | 263,576 | 266,707 | +3,131 | 20,864,676 | 22,384,719 | 3.17% | +1,520,043 |
| DUPONT(DD) | 170,566 | 165,718 | -4,848 | 11,699,122 | 12,909,432 | 1.83% | +1,210,310 |
| SYSCO(SYY) | 187,252 | 184,052 | -3,200 | 14,182,466 | 15,154,842 | 2.15% | +972,376 |
| APPLE(AAPL) | 23,733 | 22,918 | -815 | 4,869,300 | 5,835,610 | 0.83% | +966,310 |
| BIO-TECHNE(TECH) | 86,613 | 95,623 | +9,010 | 4,456,239 | 5,319,507 | 0.75% | +863,268 |
| ABBVIE(ABBV) | 14,572 | 14,392 | -180 | 2,704,855 | 3,332,324 | 0.47% | +627,469 |
| HERSHEY COMPANY(HSY) | 30,238 | 29,630 | -608 | 5,017,996 | 5,542,292 | 0.78% | +524,296 |
| PEPSICO(PEP) | 111,575 | 108,600 | -2,975 | 14,732,363 | 15,251,784 | 2.16% | +519,421 |
| BERKSHIRE HATHAWAY CL B | 27,434 | 27,434 | 0 | 13,326,614 | 13,792,169 | 1.95% | +465,555 |
| MICROSOFT(MSFT) | 20,484 | 20,351 | -133 | 10,188,946 | 10,540,800 | 1.49% | +351,854 |
| CATERPILLAR(CAT) | 3,841 | 3,851 | +10 | 1,491,115 | 1,837,505 | 0.26% | +346,390 |
| 3M(MMM) | 151,403 | 150,685 | -718 | 23,049,593 | 23,383,298 | 3.31% | +333,705 |
| BANK NEW YORK MELLON CORP COM | 18,600 | 18,600 | 0 | 1,694,646 | 2,026,656 | 0.29% | +332,010 |
| NOVARTIS(NVS) | 139,420 | 133,977 | -5,443 | 16,871,214 | 17,181,210 | 2.43% | +309,996 |
| ALPHABET CL C(GOOG) | 4,573 | 4,523 | -50 | 811,204 | 1,101,577 | 0.16% | +290,373 |
| NORFOLK SOUTHERN(NSC) | 5,562 | 5,562 | 0 | 1,423,705 | 1,670,880 | 0.24% | +247,175 |
| GENERAL ELECTRIC(GE) | 5,816 | 5,776 | -40 | 1,496,980 | 1,737,536 | 0.25% | +240,556 |
| INVESCO QQQ TRUST SERIES I | 0 | 350 | +350 | 0 | 210,130 | 0.03% | +210,130 |
| LOCKHEED MARTIN CORP COM(LMT) | 0 | 409 | +409 | 0 | 204,177 | 0.03% | +204,177 |
| ISHARES SEMICONDUCTOR ETF | 0 | 750 | +750 | 0 | 203,340 | 0.03% | +203,340 |
| ISHARES S&P MID CAP 400 INDEX | 0 | 3,075 | +3,075 | 0 | 200,675 | 0.03% | +200,675 |
| MORGAN STANLEY COM NEW(MS) | 11,349 | 11,299 | -50 | 1,598,620 | 1,796,089 | 0.25% | +197,469 |
| CHEVRON(CVX) | 14,879 | 14,954 | +75 | 2,130,524 | 2,322,207 | 0.33% | +191,683 |
| NEXTERA ENERGY INC COM(NEE) | 29,985 | 29,985 | 0 | 2,081,559 | 2,263,568 | 0.32% | +182,009 |
| PHILLIPS 66(PSX) | 15,718 | 15,118 | -600 | 1,875,157 | 2,056,350 | 0.29% | +181,193 |
| PFIZER(PFE) | 202,210 | 199,360 | -2,850 | 4,901,570 | 5,079,693 | 0.72% | +178,123 |
| RAYTHEON TECHNOLOGIES(RTX) | 7,925 | 7,925 | 0 | 1,157,209 | 1,326,090 | 0.19% | +168,881 |
| WEYERHAEUSER(WY) | 422,412 | 444,505 | +22,093 | 10,851,764 | 11,019,279 | 1.56% | +167,515 |
| NVIDIA CORPORATION COM(NVDA) | 5,845 | 5,845 | 0 | 923,452 | 1,090,560 | 0.15% | +167,108 |
| J.P. MORGAN CHASE(JPM) | 20,485 | 19,299 | -1,186 | 5,938,806 | 6,087,484 | 0.86% | +148,678 |
| STATE STREET(STT) | 14,950 | 14,950 | 0 | 1,589,783 | 1,734,350 | 0.25% | +144,567 |
| ORACLE(ORCL) | 2,300 | 2,300 | 0 | 502,849 | 646,852 | 0.09% | +144,003 |
| HOME DEPOT(HD) | 4,378 | 4,295 | -83 | 1,605,150 | 1,740,291 | 0.25% | +135,141 |
| EVERSOURCE ENERGY(ES) | 12,595 | 13,145 | +550 | 801,294 | 935,135 | 0.13% | +133,841 |
| GENUINE PARTS CO COM(GPC) | 6,800 | 6,800 | 0 | 824,908 | 942,480 | 0.13% | +117,572 |
| CSX CORP COM(CSX) | 34,600 | 34,600 | 0 | 1,128,998 | 1,228,646 | 0.17% | +99,648 |
| AMERICAN EXPRESS CO COM(AXP) | 7,932 | 7,907 | -25 | 2,530,149 | 2,626,389 | 0.37% | +96,240 |
| SPDR S&P 500 ETF TRUST(SPY) | 1,499 | 1,499 | 0 | 926,157 | 998,604 | 0.14% | +72,447 |
| WAL-MART STORES(WMT) | 17,056 | 16,856 | -200 | 1,667,736 | 1,737,179 | 0.25% | +69,443 |
| F5 NETWORKS(FFIV) | 33,210 | 30,455 | -2,755 | 9,774,367 | 9,842,751 | 1.39% | +68,384 |
| DUKE ENERGY(DUK) | 4,869 | 5,169 | +300 | 574,542 | 639,664 | 0.09% | +65,122 |
| LOWE'S COMPANIES(LOW) | 1,733 | 1,733 | 0 | 384,501 | 435,520 | 0.06% | +51,019 |
| US BANCORP(USB) | 16,450 | 16,450 | 0 | 744,363 | 795,029 | 0.11% | +50,666 |
| CONOCOPHILLIPS(COP) | 22,239 | 21,625 | -614 | 1,995,728 | 2,045,509 | 0.29% | +49,781 |
| KELLANOVA COM | 15,725 | 15,725 | 0 | 1,250,609 | 1,289,765 | 0.18% | +39,156 |
| FEDEX CORP COM(FDX) | 4,220 | 4,220 | 0 | 959,248 | 995,118 | 0.14% | +35,870 |
| ILLINOIS TOOL WORKS(ITW) | 2,602 | 2,602 | 0 | 643,345 | 678,498 | 0.10% | +35,153 |
| GE VERNOVA INC COM(GEV) | 409 | 409 | 0 | 216,422 | 251,494 | 0.04% | +35,072 |
| VANGUARD RUSSELL 1000 ETF | 1,340 | 1,340 | 0 | 376,352 | 405,149 | 0.06% | +28,797 |
| TRUIST FINL CORP COM(TFC) | 9,975 | 9,975 | 0 | 428,825 | 456,057 | 0.06% | +27,232 |
| ISHARES CORE S&P 500 ETF | 550 | 550 | 0 | 341,495 | 368,115 | 0.05% | +26,620 |
| SPDR S&P MIDCAP 400 ETF TRUST(MDY) | 650 | 650 | 0 | 368,212 | 387,420 | 0.05% | +19,208 |
| PARKER-HANNIFIN CORP COM(PH) | 300 | 300 | 0 | 209,541 | 227,445 | 0.03% | +17,904 |
| VERIZON(VZ) | 19,809 | 19,809 | 0 | 857,135 | 870,606 | 0.12% | +13,471 |
| EXXON MOBIL | 53,586 | 51,345 | -2,241 | 5,776,571 | 5,789,149 | 0.82% | +12,578 |
| AUTODESK | 4,410 | 4,335 | -75 | 1,365,204 | 1,377,099 | 0.20% | +11,895 |
| EATON CORP PLC SHS(ETN) | 3,366 | 3,231 | -135 | 1,201,628 | 1,209,202 | 0.17% | +7,574 |
| MASTERCARD INCORPORATED CL A(MA) | 975 | 975 | 0 | 547,892 | 554,590 | 0.08% | +6,698 |
| AT&T(T) | 19,475 | 20,175 | +700 | 563,607 | 569,742 | 0.08% | +6,135 |
| PNC FINL SVCS GROUP INC COM(PNC) | 3,250 | 3,040 | -210 | 605,865 | 610,827 | 0.09% | +4,962 |
| MCDONALD'S(MCD) | 3,139 | 3,034 | -105 | 917,122 | 922,002 | 0.13% | +4,880 |
| M&T BANK CORP(MTB) | 1,050 | 1,050 | 0 | 203,690 | 207,501 | 0.03% | +3,811 |
| AMGEN INC COM(AMGN) | 751 | 751 | 0 | 209,687 | 211,932 | 0.03% | +2,245 |
| AMAZON(AMZN) | 3,433 | 3,433 | 0 | 753,166 | 753,784 | 0.11% | +618 |
| CONSOLIDATED EDISON INC COM(ED) | 3,000 | 3,000 | 0 | 301,050 | 301,560 | 0.04% | +510 |
| BRISTOL-MYERS SQUIBB(BMY) | 6,700 | 6,700 | 0 | 310,143 | 302,170 | 0.04% | -7,973 |
| GALLAGHER ARTHUR J & CO COM(AJG) | 1,185 | 1,185 | 0 | 379,342 | 367,042 | 0.05% | -12,300 |
| SOUTHERN(SO) | 5,400 | 5,100 | -300 | 495,882 | 483,327 | 0.07% | -12,555 |
| DIAGEO PLC SPON ADR NEW(DEO) | 2,500 | 2,500 | 0 | 252,100 | 238,575 | 0.03% | -13,525 |
| TRANE TECHNOLOGIES PLC SHS(TT) | 893 | 893 | 0 | 390,607 | 376,810 | 0.05% | -13,797 |
| ISHARES RUSSELL 1000 GROWTH ETF | 600 | 500 | -100 | 254,748 | 234,205 | 0.03% | -20,543 |
| SHERWIN WILLIAMS(SHW) | 1,400 | 1,325 | -75 | 480,704 | 458,795 | 0.06% | -21,909 |
| AMERIPRISE FINL INC COM(AMP) | 525 | 525 | 0 | 280,208 | 257,906 | 0.04% | -22,302 |
| MOODYS CORP COM(MCO) | 1,100 | 1,100 | 0 | 551,749 | 524,128 | 0.07% | -27,621 |
| KIMBERLY-CLARK CORP COM(KMB) | 6,335 | 6,335 | 0 | 816,708 | 787,694 | 0.11% | -29,014 |
| PPG INDS INC COM(PPG) | 3,383 | 3,383 | 0 | 384,816 | 355,587 | 0.05% | -29,229 |
| PHILIP MORRIS INTL INC COM(PM) | 2,082 | 2,082 | 0 | 379,195 | 337,700 | 0.05% | -41,495 |
| DOVER CORP COM(DOV) | 3,850 | 3,850 | 0 | 705,436 | 642,296 | 0.09% | -63,140 |
| HONEYWELL INTERNATIONAL(HON) | 2,840 | 2,840 | 0 | 661,379 | 597,820 | 0.08% | -63,559 |
| ABBOTT LABS COM | 23,403 | 23,253 | -150 | 3,183,042 | 3,114,507 | 0.44% | -68,535 |
| CISCO SYSTEMS(CSCO) | 75,327 | 75,302 | -25 | 5,226,187 | 5,152,163 | 0.73% | -74,024 |
| ELI LILLY(LLY) | 2,878 | 2,842 | -36 | 2,243,487 | 2,168,446 | 0.31% | -75,041 |
| SLB(SLB) | 325,957 | 317,822 | -8,135 | 11,017,347 | 10,923,542 | 1.55% | -93,805 |
| VISA(V) | 6,246 | 6,186 | -60 | 2,217,642 | 2,111,777 | 0.30% | -105,865 |
| THE CIGNA GROUP COM(CI) | 2,642 | 2,642 | 0 | 873,392 | 761,557 | 0.11% | -111,835 |
| GENERAL MILLS(GIS) | 51,964 | 50,964 | -1,000 | 2,692,255 | 2,569,605 | 0.36% | -122,650 |
| ILLUMINA(ILMN) | 142,898 | 142,235 | -663 | 13,633,898 | 13,508,058 | 1.91% | -125,840 |
| UNITEDHEALTH GROUP INC COM(UNH) | 2,860 | 2,215 | -645 | 892,234 | 764,840 | 0.11% | -127,394 |
| COCA COLA(KO) | 30,545 | 30,545 | 0 | 2,161,059 | 2,025,744 | 0.29% | -135,315 |
| COSTCO(COST) | 2,335 | 2,335 | 0 | 2,311,510 | 2,161,346 | 0.31% | -150,164 |
| CLOROX(CLX) | 17,479 | 15,704 | -1,775 | 2,098,704 | 1,936,303 | 0.27% | -162,401 |
| COMCAST CORP(CCZ) | 49,176 | 49,176 | 0 | 1,755,091 | 1,545,110 | 0.22% | -209,981 |
| CORPAY INC(CPAY) | 31,860 | 35,951 | +4,091 | 10,571,785 | 10,356,045 | 1.47% | -215,740 |