The Analysis of WILKINS INVESTMENT COUNSEL INC's Holdings & P&L


Currently, WILKINS INVESTMENT COUNSEL INC holds 119 types of securities in its portfolio with a total value $742.0M. In the most recent quarter, they have increased their positions in N/A (+57.5K shares, valued at $7.8M), N/A (+51.5K shares, valued at $7.0M), N/A (+40.1K shares, valued at $5.0M); decreased their positions in FTNT (-37.2K shares, valued at $5.7M), NTRS (-7.0K shares, valued at $1.2M), TXN (-3.8K shares, valued at $1.1M); initiated new positions in N/A (+57.5K shares, valued at $7.8M), N/A (+51.5K shares, valued at $7.0M), N/A (+1.6K shares, valued at $366.0K).


1M P&L
+22.8M+3.54%
3M P&L
+55.3M+9.05%
HY P&L
+39.1M+6.23%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Drug Manufacturers - General44.7M
7.4%
2Gold41.0M
6.8%
3Household & Personal Products36.6M
6.1%

Top Industries by Stock Count

1Drug Manufacturers - General7 stocks
6.7%
2N/A7 stocks
6.7%
3Software - Infrastructure4 stocks
3.8%
Stock Holdings
NEM
NEWMONT
-1.34%
Shares373.6K
Event2026-06-30
Filed2026-08-06
MRK
MERCK
-0.92%
Shares244.5K
Event2026-06-30
Filed2026-08-06
CORTEVA
CORTEVA
-0.84%
Shares315.7K
Event2026-06-30
Filed2026-08-06
CHUBB LIMITED
CHUBB LIMITED
-0.39%
Shares74.4K
Event2026-06-30
Filed2026-08-06
NTRS
NORTHERN TRUST
-5.03%
Shares132.1K
Event2026-06-30
Filed2026-08-06
3M
3M
-0.29%
Shares141.3K
Event2026-06-30
Filed2026-08-06
ILMN
ILLUMINA
-4.04%
Shares126.3K
Event2026-06-30
Filed2026-08-06
IBM
INTERNATIONAL BUSINESS MACHINES
-0.48%
Shares76.4K
Event2026-06-30
Filed2026-08-06
WMB
WILLIAMS COS
-2.57%
Shares281.9K
Event2026-06-30
Filed2026-08-06
PG
PROCTER & GAMBLE
-0.84%
Shares136.5K
Event2026-06-30
Filed2026-08-06
ADP
AUTOMATIC DATA PROCESSING
0.40%
Shares86.5K
Event2026-06-30
Filed2026-08-06
IFF
INTERNATIONAL FLAVORS & FRAGRANCES
-0.59%
Shares229.3K
Event2026-06-30
Filed2026-08-06
FTNT
FORTINET
-24.57%
Shares114.1K
Event2026-06-30
Filed2026-08-06
MEDTRONIC
MEDTRONIC
10.69%
Shares223.0K
Event2026-06-30
Filed2026-08-06
NVS
NOVARTIS
-1.43%
Shares111.1K
Event2026-06-30
Filed2026-08-06
BP
BP PLC
-0.89%
Shares459.2K
Event2026-06-30
Filed2026-08-06
JNJ
JOHNSON & JOHNSON
-0.44%
Shares66.8K
Event2026-06-30
Filed2026-08-06
IQV
IQVIA
6.05%
Shares86.9K
Event2026-06-30
Filed2026-08-06
EMR
EMERSON ELECTRIC
-0.68%
Shares116.7K
Event2026-06-30
Filed2026-08-06
UPS
UNITED PARCEL SERVICE
-0.26%
Shares150.7K
Event2026-06-30
Filed2026-08-06
PEP
PEPSICO
-0.31%
Shares109.6K
Event2026-06-30
Filed2026-08-06
Q
QNITY ELECTRONICS
-2.73%
Shares90.9K
Event2026-06-30
Filed2026-08-06
TXN
TEXAS INSTRUMENTS
-7.82%
Shares45.3K
Event2026-06-30
Filed2026-08-06
TECH
BIO-TECHNE
8.79%
Shares189.4K
Event2026-06-30
Filed2026-08-06
SLB
SLB
-0.85%
Shares274.5K
Event2026-06-30
Filed2026-08-06
WY
WEYERHAEUSER
-0.40%
Shares525.2K
Event2026-06-30
Filed2026-08-06
FI
FISERV
28.78%
Shares243.0K
Event2026-06-30
Filed2026-08-06
CPAY
CORPAY INC
-1.08%
Shares33.6K
Event2026-06-30
Filed2026-08-06
SYY
SYSCO
-2.72%
Shares129.9K
Event2026-06-30
Filed2026-08-06
CL
COLGATE-PALMOLIVE
-0.93%
Shares112.0K
Event2026-06-30
Filed2026-08-06
BRK.B
BERKSHIRE HATHAWAY INC DEL CL B NEW
0.00%
Shares18.3K
Event2026-06-30
Filed2026-08-06
CPRT
COPART
14.50%
Shares320.8K
Event2026-06-30
Filed2026-08-06
AMT
AMERICAN TOWER
1.60%
Shares51.2K
Event2026-06-30
Filed2026-08-06
CISCO SYSTEMS
CISCO SYSTEMS
-9.12%
Shares66.8K
Event2026-06-30
Filed2026-08-06
DUPONT
DUPONT
New
Shares57.5K
Event2026-06-30
Filed2026-08-06
FAST
FASTENAL
-4.82%
Shares161.1K
Event2026-06-30
Filed2026-08-06
EXXON MOBIL
EXXON MOBIL
New
Shares51.5K
Event2026-06-30
Filed2026-08-06
ACCENTURE
ACCENTURE
246.48%
Shares56.3K
Event2026-06-30
Filed2026-08-06
CLX
CLOROX
6.67%
Shares66.2K
Event2026-06-30
Filed2026-08-06
AAPL
APPLE
2.33%
Shares21.7K
Event2026-06-30
Filed2026-08-06
J.P. MORGAN CHASE
J.P. MORGAN CHASE
-1.19%
Shares18.8K
Event2026-06-30
Filed2026-08-06
MSFT
MICROSOFT
-2.15%
Shares16.4K
Event2026-06-30
Filed2026-08-06
DIS
WALT DISNEY
0.04%
Shares57.4K
Event2026-06-30
Filed2026-08-06
UNP
UNION PACIFIC
-0.68%
Shares19.2K
Event2026-06-30
Filed2026-08-06
FFIV
F5 NETWORKS
-3.46%
Shares12.3K
Event2026-06-30
Filed2026-08-06
HSY
HERSHEY COMPANY
0.17%
Shares29.0K
Event2026-06-30
Filed2026-08-06
PFE
PFIZER
-2.33%
Shares176.8K
Event2026-06-30
Filed2026-08-06
ABBVIE
ABBVIE
4.58%
Shares14.8K
Event2026-06-30
Filed2026-08-06
CAT
CATERPILLAR
-5.75%
Shares3.3K
Event2026-06-30
Filed2026-08-06
LLY
ELI LILLY
0.00%
Shares2.5K
Event2026-06-30
Filed2026-08-06
AXP
AMERICAN EXPRESS CO COM
-0.62%
Shares8.0K
Event2026-06-30
Filed2026-08-06
NEXTERA ENERGY INC COM
NEXTERA ENERGY INC COM
0.00%
Shares30.0K
Event2026-06-30
Filed2026-08-06
DE
DEERE & CO COM
-1.34%
Shares4.0K
Event2026-06-30
Filed2026-08-06
STT
STATE STREET
-0.33%
Shares14.9K
Event2026-06-30
Filed2026-08-06
BK
BANK OF NY MELLON CORP COM
-1.15%
Shares17.1K
Event2026-06-30
Filed2026-08-06
CVX
CHEVRON
-0.34%
Shares14.8K
Event2026-06-30
Filed2026-08-06
KO
COCA COLA
-0.50%
Shares30.0K
Event2026-06-30
Filed2026-08-06
PSX
PHILLIPS 66
0.00%
Shares14.1K
Event2026-06-30
Filed2026-08-06
MS
MORGAN STANLEY COM NEW
-4.93%
Shares10.6K
Event2026-06-30
Filed2026-08-06
GE
GENERAL ELECTRIC
4.14%
Shares5.8K
Event2026-06-30
Filed2026-08-06
ABT
ABBOTT LABORATORIES COM
1.31%
Shares23.6K
Event2026-06-30
Filed2026-08-06
VISA
VISA
0.08%
Shares6.0K
Event2026-06-30
Filed2026-08-06
COP
CONOCOPHILLIPS
0.00%
Shares19.6K
Event2026-06-30
Filed2026-08-06
AMZN
AMAZON
-2.65%
Shares7.4K
Event2026-06-30
Filed2026-08-06
NSC
NORFOLK SOUTHERN
-1.81%
Shares5.4K
Event2026-06-30
Filed2026-08-06
CSX
CSX CORP COM
-2.76%
Shares33.5K
Event2026-06-30
Filed2026-08-06
GOOG
ALPHABET CL C
-2.24%
Shares4.4K
Event2026-06-30
Filed2026-08-06
GIS
GENERAL MILLS
-7.55%
Shares43.4K
Event2026-06-30
Filed2026-08-06
RAYTHEON TECHNOLOGIES
RAYTHEON TECHNOLOGIES
-0.73%
Shares7.9K
Event2026-06-30
Filed2026-08-06
WMT
WAL-MART STORES
-5.18%
Shares12.8K
Event2026-06-30
Filed2026-08-06
TRMB
TRIMBLE
-3.00%
Shares25.9K
Event2026-06-30
Filed2026-08-06
ETN
EATON CORP PLC SHS
-4.70%
Shares3.0K
Event2026-06-30
Filed2026-08-06
NVDA
NVIDIA CORPORATION COM
0.00%
Shares5.8K
Event2026-06-30
Filed2026-08-06
STATE STREET SPDR S&P 500 ETF
STATE STREET SPDR S&P 500 ETF
0.00%
Shares1.4K
Event2026-06-30
Filed2026-08-06
ES
EVERSOURCE ENERGY
0.00%
Shares13.1K
Event2026-06-30
Filed2026-08-06
DOV
DOVER CORP COM
0.00%
Shares3.9K
Event2026-06-30
Filed2026-08-06
HD
HOME DEPOT
-3.05%
Shares2.4K
Event2026-06-30
Filed2026-08-06
VZ
VERIZON
0.00%
Shares19.8K
Event2026-06-30
Filed2026-08-06
ADSK
AUTODESK
-2.31%
Shares4.2K
Event2026-06-30
Filed2026-08-06
GPC
GENUINE PARTS CO COM
0.00%
Shares6.8K
Event2026-06-30
Filed2026-08-06
KMB
KIMBERLY-CLARK CORP COM
0.00%
Shares7.1K
Event2026-06-30
Filed2026-08-06
PNC
PNC FINL SVCS GROUP INC COM
0.00%
Shares3.0K
Event2026-06-30
Filed2026-08-06
CMCSA
COMCAST CORP
0.00%
Shares29.7K
Event2026-06-30
Filed2026-08-06
CI
THE CIGNA GROUP COM
6.39%
Shares2.6K
Event2026-06-30
Filed2026-08-06
MCD
MCDONALD'S
0.00%
Shares2.6K
Event2026-06-30
Filed2026-08-06
ITW
ILLINOIS TOOL WORKS
0.00%
Shares2.6K
Event2026-06-30
Filed2026-08-06
DUK
DUKE ENERGY
0.00%
Shares5.3K
Event2026-06-30
Filed2026-08-06
GEV
GE VERNOVA INC COM
20.00%
Shares558
Event2026-06-30
Filed2026-08-06
MASTERCARD INCORPORATED CL A
MASTERCARD INCORPORATED CL A
0.00%
Shares975
Event2026-06-30
Filed2026-08-06
MCO
MOODYS CORP COM
0.00%
Shares1.1K
Event2026-06-30
Filed2026-08-06
TFC
TRUIST FINL CORP COM
0.00%
Shares10.0K
Event2026-06-30
Filed2026-08-06
SOUTHERN
SOUTHERN
0.00%
Shares5.1K
Event2026-06-30
Filed2026-08-06
SOXX
ISHARES SEMICONDUCTOR ETF
0.00%
Shares750
Event2026-06-30
Filed2026-08-06
COSTCO
COSTCO
-16.39%
Shares510
Event2026-06-30
Filed2026-08-06
UNITEDHEALTH GROUP INC COM
UNITEDHEALTH GROUP INC COM
-24.83%
Shares1.1K
Event2026-06-30
Filed2026-08-06
MDY
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
0.00%
Shares650
Event2026-06-30
Filed2026-08-06
SHW
SHERWIN WILLIAMS
0.00%
Shares1.3K
Event2026-06-30
Filed2026-08-06
VONE
VANGUARD RUSSELL 1000 ETF
0.00%
Shares1.3K
Event2026-06-30
Filed2026-08-06
T
AT&T
12.27%
Shares21.8K
Event2026-06-30
Filed2026-08-06
TT
TRANE TECHNOLOGIES PLC SHS
0.00%
Shares843
Event2026-06-30
Filed2026-08-06
ISHARES CORE S&P 500 ETF
ISHARES CORE S&P 500 ETF
0.00%
Shares550
Event2026-06-30
Filed2026-08-06
PPG
PPG INDS INC COM
0.00%
Shares3.4K
Event2026-06-30
Filed2026-08-06
BMY
BRISTOL-MYERS SQUIBB
0.00%
Shares6.7K
Event2026-06-30
Filed2026-08-06
LOW
LOWE'S COMPANIES
0.00%
Shares1.7K
Event2026-06-30
Filed2026-08-06
PM
PHILIP MORRIS INTL INC COM
0.00%
Shares2.1K
Event2026-06-30
Filed2026-08-06
HONEYWELL INTERNATIONAL
HONEYWELL INTERNATIONAL
New
Shares1.6K
Event2026-06-30
Filed2026-08-06
HONEYWELL AEROSPACE INC COM
HONEYWELL AEROSPACE INC COM
New
Shares1.6K
Event2026-06-30
Filed2026-08-06
ED
CONSOLIDATED EDISON INC COM
0.00%
Shares3.0K
Event2026-06-30
Filed2026-08-06
ORACLE
ORACLE
0.00%
Shares2.2K
Event2026-06-30
Filed2026-08-06
PH
PARKER-HANNIFIN CORP COM
0.00%
Shares300
Event2026-06-30
Filed2026-08-06
GOOGL
ALPHABET INC CAP STK CL A
0.00%
Shares769
Event2026-06-30
Filed2026-08-06
AJG
GALLAGHER ARTHUR J & CO COM
0.00%
Shares1.2K
Event2026-06-30
Filed2026-08-06
QQQ
INVESCO QQQ TRUST SERIES I
0.00%
Shares350
Event2026-06-30
Filed2026-08-06
MTB
M&T BANK CORP
0.00%
Shares1.1K
Event2026-06-30
Filed2026-08-06
AMERIPRISE FINL INC COM
AMERIPRISE FINL INC COM
0.00%
Shares525
Event2026-06-30
Filed2026-08-06
IJH
ISHARES S&P MID CAP 400 INDEX
0.00%
Shares3.1K
Event2026-06-30
Filed2026-08-06
GL
GLOBE LIFE INC COM
New
Shares1.3K
Event2026-06-30
Filed2026-08-06
QQQX
NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS
New
Shares7.1K
Event2026-06-30
Filed2026-08-06
LMT
LOCKHEED MARTIN CORP COM
0.00%
Shares409
Event2026-06-30
Filed2026-08-06

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
WILKINS INVESTMENT COUNSEL INC Institutional Holdings, Portfolio & P&L β€” TradeFomo