Fund HoldingsWILKINS INVESTMENT COUNSEL INC

Total Portfolio Value
$409.94M
Total Bought
$409.94M
Total Sold
$369.7K
Net Transaction
+$409.57M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
MERCK(MRK)0170,232+170,232018,5594.53%+18,559
INTEL(INTC)0352,776+352,776017,7274.32%+17,727
NEWMONT(NEM)0379,425+379,425015,7043.83%+15,704
PROCTER & GAMBLE(PG)098,224+98,224014,3943.51%+14,394
AUTOMATIC DATA PROCESSING059,802+59,802013,9323.40%+13,932
CHUBB LIMITED
COM
059,002+59,002013,3343.25%+13,334
BP PLC(BP)0375,778+375,778013,3033.24%+13,303
NOVARTIS(NVS)0130,110+130,110013,1373.20%+13,137
JOHNSON & JOHNSON(JNJ)081,871+81,871012,8323.13%+12,832
CORTEVA(CTVA)0262,248+262,248012,5673.07%+12,567
INTERNATIONAL FLAVORS & FRAGRANCES(IFF)0146,157+146,157011,8342.89%+11,834
WEYERHAEUSER(WY)0340,335+340,335011,8332.89%+11,833
F5 NETWORKS(FFIV)064,893+64,893011,6152.83%+11,615
MEDTRONIC(MDT)0131,630+131,630010,8442.65%+10,844
INTERNATIONAL BUSINESS MACHINES(IBM)064,060+64,060010,4772.56%+10,477
WILLIAMS COS(WMB)0299,950+299,950010,4472.55%+10,447
PEPSICO(PEP)059,389+59,389010,0872.46%+10,087
3M(MMM)092,175+92,175010,0772.46%+10,077
FASTENAL(FAST)0153,465+153,46509,9402.42%+9,940
DUPONT(DD)0126,856+126,85609,7592.38%+9,759
UNITED PARCEL SERVICE(UPS)060,556+60,55609,5212.32%+9,521
NORTHERN TRUST(NTRS)0107,939+107,93909,1082.22%+9,108
FORTINET(FTNT)0154,665+154,66509,0532.21%+9,053
EMERSON ELECTRIC(EMR)087,595+87,59508,5262.08%+8,526
SLB(SLB)0163,304+163,30408,4982.07%+8,498
SYSCO(SYY)0114,100+114,10008,3442.04%+8,344
TEXAS INSTRUMENTS(TXN)043,745+43,74507,4571.82%+7,457
GARTNER(IT)016,365+16,36507,3821.80%+7,382
AMERICAN TOWER(AMT)030,975+30,97506,6871.63%+6,687
FISERV(FISV)048,065+48,06506,3851.56%+6,385
ACCENTURE
SHS CLASS A
017,010+17,01005,9691.46%+5,969
COLGATE-PALMOLIVE(CL)073,660+73,66005,8711.43%+5,871
ILLUMINA(ILMN)036,020+36,02005,0151.22%+5,015
HERSHEY COMPANY(HSY)026,010+26,01004,8491.18%+4,849
C. H. ROBINSON WORLDWIDE(CHRW)053,795+53,79504,6471.13%+4,647
TRIMBLE(TRMB)079,035+79,03504,2051.03%+4,205
UNION PACIFIC(UNP)016,332+16,33204,0110.98%+4,011
APPLE(AAPL)017,714+17,71403,4100.83%+3,410
SPLUNK019,643+19,64302,9930.73%+2,993
PFIZER(PFE)0103,161+103,16102,9700.72%+2,970
GENERAL MILLS(GIS)039,860+39,86002,5960.63%+2,596
EXXON MOBIL021,965+21,96502,1960.54%+2,196
AUTODESK08,465+8,46502,0610.50%+2,061
VISA(V)07,502+7,50201,9530.48%+1,953
MICROSOFT(MSFT)05,025+5,02501,8900.46%+1,890
ANSYS04,350+4,35001,5790.39%+1,579
CLOROX(CLX)010,890+10,89001,5530.38%+1,553
NEXTERA ENERGY(NEE)024,715+24,71501,5010.37%+1,501
STATE STREET(STT)018,400+18,40001,4250.35%+1,425
ASPEN TECHNOLOGY06,300+6,30001,3870.34%+1,387
BIO-TECHNE(TECH)014,840+14,84001,1450.28%+1,145
COMCAST CORP(CCZ)025,483+25,48301,1170.27%+1,117
CISCO SYSTEMS(CSCO)017,678+17,67808930.22%+893
J.P. MORGAN CHASE(JPM)05,170+5,17008790.21%+879
AMAZON(AMZN)04,875+4,87507410.18%+741
BERKSHIRE HATHAWAY CL B02,000+2,00007130.17%+713
CONOCOPHILLIPS(COP)05,652+5,65206560.16%+656
SPDR S&P 500 ETF TRUST(SPY)01,296+1,29606160.15%+616
ELI LILLY(LLY)0978+97805700.14%+570
COCA COLA(KO)09,670+9,67005700.14%+570
PHILLIPS 66(PSX)04,089+4,08905440.13%+544
SHERWIN WILLIAMS(SHW)01,700+1,70005300.13%+530
WALT DISNEY(DIS)05,750+5,75005190.13%+519
AIR PRODUCTS01,868+1,86805110.12%+511
MCDONALD'S(MCD)01,500+1,50004450.11%+445
IQVIA(IQV)01,850+1,85004280.10%+428
NORFOLK SOUTHERN(NSC)01,700+1,70004020.10%+402
DUKE ENERGY(DUK)04,121+4,12104000.10%+400
DOW(DOW)07,134+7,13403910.10%+391
CHEVRON(CVX)02,235+2,23503330.08%+333
INVESCO QQQ TRUST SERIES I0750+75003070.07%+307
HARTFORD FINANCIAL(HIG)03,559+3,55902860.07%+286
ORACLE(ORCL)02,600+2,60002740.07%+274
NVIDIA CORPORATION COM(NVDA)0536+53602650.06%+265
ILLINOIS TOOL WORKS(ITW)0900+90002360.06%+236
ALPHABET CL C(GOOG)01,560+1,56002200.05%+220
WAL-MART STORES(WMT)01,362+1,36202150.05%+215
SOUTHERN(SO)02,900+2,90002030.05%+203
SKILLZ INC COM CL A013,500+13,5000840.02%+84
Skillz19,5000-19,50000-0
Illinois Tool Works(ITW)9000-90000-0
Wal-Mart Stores(WMT)1,3620-1,36200-0
Regency Centers Corp(REG)4,0000-4,00000-0
Hartford Financial(HIG)3,5590-3,55900-0
Oracle(ORCL)2,9000-2,90000-0
Norfolk Southern(NSC)1,7000-1,70000-0
Duke Energy(DUK)4,1210-4,12100-0
Dow(DOW)7,1340-7,13400-0
Chevron(CVX)2,2600-2,26000-0
Sherwin Williams(SHW)1,7000-1,70000-0
Amazon(AMZN)3,6750-3,67500-0
Walt Disney(DIS)6,1320-6,13200-0
Phillips 66(PSX)4,1780-4,17810-1
Air Products1,8680-1,86810-1
Eli Lilly(LLY)1,0000-1,00010-1
Coca Cola(KO)9,7000-9,70010-1
Apple(AAPL)3,2250-3,22510-1
ConocoPhillips(COP)5,7670-5,76710-1
J.P. Morgan Chase(JPM)5,4980-5,49810-1
Bio-Techne(TECH)12,4500-12,45010-1
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