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 $698.2M. In the most recent quarter, they have increased their positions in FI (+71.5K shares, valued at $4.0M), TECH (+70.8K shares, valued at $3.7M), CPRT (+88.8K shares, valued at $2.9M); decreased their positions in NEM (-78.3K shares, valued at $8.5M), JNJ (-31.9K shares, valued at $7.8M), FFIV (-13.3K shares, valued at $3.8M); initiated new positions in GLW (+2.0K shares, valued at $278.7K), DOW (+6.2K shares, valued at $259.1K), LMT (+409 shares, valued at $247.2K).


1M P&L
+20.5M+3.37%
3M P&L
+5.4M+0.87%
HY P&L
+61.3M+10.83%

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
-17.14%
Shares378.6K
Event2026-03-31
Filed2026-05-07
MERCK
MERCK
-1.44%
Shares246.7K
Event2026-03-31
Filed2026-05-07
CTVA
CORTEVA
0.66%
Shares318.4K
Event2026-03-31
Filed2026-05-07
CB
CHUBB LIMITED
-0.98%
Shares74.7K
Event2026-03-31
Filed2026-05-07
BP
BP PLC
-6.83%
Shares463.3K
Event2026-03-31
Filed2026-05-07
WMB
WILLIAMS COS
-7.10%
Shares289.3K
Event2026-03-31
Filed2026-05-07
MMM
3M
-0.05%
Shares141.7K
Event2026-03-31
Filed2026-05-07
PG
PROCTER & GAMBLE
0.71%
Shares137.6K
Event2026-03-31
Filed2026-05-07
NTRS
NORTHERN TRUST
-0.98%
Shares139.1K
Event2026-03-31
Filed2026-05-07
IBM
INTERNATIONAL BUSINESS MACHINES
-0.21%
Shares76.8K
Event2026-03-31
Filed2026-05-07
ADP
AUTOMATIC DATA PROCESSING
10.76%
Shares86.2K
Event2026-03-31
Filed2026-05-07
MEDTRONIC
MEDTRONIC
2.58%
Shares201.4K
Event2026-03-31
Filed2026-05-07
NVS
NOVARTIS
-3.21%
Shares112.7K
Event2026-03-31
Filed2026-05-07
PEP
PEPSICO
2.48%
Shares110.0K
Event2026-03-31
Filed2026-05-07
IFF
INTERNATIONAL FLAVORS & FRAGRANCES
1.52%
Shares230.7K
Event2026-03-31
Filed2026-05-07
JNJ
JOHNSON & JOHNSON
-32.19%
Shares67.1K
Event2026-03-31
Filed2026-05-07
ILMN
ILLUMINA
0.20%
Shares131.6K
Event2026-03-31
Filed2026-05-07
EMR
EMERSON ELECTRIC
-0.32%
Shares117.5K
Event2026-03-31
Filed2026-05-07
UPS
UNITED PARCEL SERVICE
-1.31%
Shares151.1K
Event2026-03-31
Filed2026-05-07
SLB
SLB
-3.75%
Shares276.8K
Event2026-03-31
Filed2026-05-07
IQV
IQVIA
19.90%
Shares82.0K
Event2026-03-31
Filed2026-05-07
WY
WEYERHAEUSER
4.20%
Shares527.3K
Event2026-03-31
Filed2026-05-07
FTNT
FORTINET
-0.47%
Shares151.3K
Event2026-03-31
Filed2026-05-07
QNITY ELECTRONICS
QNITY ELECTRONICS
-0.04%
Shares93.4K
Event2026-03-31
Filed2026-05-07
FI
FISERV
61.07%
Shares188.7K
Event2026-03-31
Filed2026-05-07
CORPAY INC
CORPAY INC
-0.18%
Shares33.9K
Event2026-03-31
Filed2026-05-07
CL
COLGATE-PALMOLIVE
1.04%
Shares113.1K
Event2026-03-31
Filed2026-05-07
TXN
TEXAS INSTRUMENTS
-0.10%
Shares49.1K
Event2026-03-31
Filed2026-05-07
SYY
SYSCO
-27.02%
Shares133.5K
Event2026-03-31
Filed2026-05-07
CPRT
COPART
46.45%
Shares280.1K
Event2026-03-31
Filed2026-05-07
TECH
BIO-TECHNE
68.60%
Shares174.1K
Event2026-03-31
Filed2026-05-07
BERKSHIRE HATHAWAY CL B
BERKSHIRE HATHAWAY CL B
0.00%
Shares18.3K
Event2026-03-31
Filed2026-05-07
AMT
AMERICAN TOWER
24.60%
Shares50.4K
Event2026-03-31
Filed2026-05-07
XOM
EXXON MOBIL
-0.03%
Shares51.3K
Event2026-03-31
Filed2026-05-07
DUPONT
DUPONT
0.21%
Shares173.2K
Event2026-03-31
Filed2026-05-07
FAST
FASTENAL
1.44%
Shares169.3K
Event2026-03-31
Filed2026-05-07
CLX
CLOROX
12.77%
Shares62.1K
Event2026-03-31
Filed2026-05-07
MSFT
MICROSOFT
6.89%
Shares16.7K
Event2026-03-31
Filed2026-05-07
HSY
HERSHEY COMPANY
-1.14%
Shares29.0K
Event2026-03-31
Filed2026-05-07
CSCO
CISCO SYSTEMS
-0.22%
Shares73.5K
Event2026-03-31
Filed2026-05-07
JPM
J.P. MORGAN CHASE
0.61%
Shares19.1K
Event2026-03-31
Filed2026-05-07
DIS
WALT DISNEY
2.02%
Shares57.4K
Event2026-03-31
Filed2026-05-07
AAPL
APPLE
-6.10%
Shares21.2K
Event2026-03-31
Filed2026-05-07
PFE
PFIZER
0.90%
Shares181.0K
Event2026-03-31
Filed2026-05-07
UNP
UNION PACIFIC
0.00%
Shares19.4K
Event2026-03-31
Filed2026-05-07
FFIV
F5 NETWORKS
-51.10%
Shares12.7K
Event2026-03-31
Filed2026-05-07
ACCENTURE
ACCENTURE
0.15%
Shares16.3K
Event2026-03-31
Filed2026-05-07
ABBV
ABBVIE
-1.46%
Shares14.2K
Event2026-03-31
Filed2026-05-07
CVX
CHEVRON
-0.50%
Shares14.9K
Event2026-03-31
Filed2026-05-07
NEE
NEXTERA ENERGY INC COM
0.00%
Shares30.0K
Event2026-03-31
Filed2026-05-07
COP
CONOCOPHILLIPS
0.00%
Shares19.6K
Event2026-03-31
Filed2026-05-07
PSX
PHILLIPS 66
-0.35%
Shares14.1K
Event2026-03-31
Filed2026-05-07
CAT
CATERPILLAR
-6.74%
Shares3.5K
Event2026-03-31
Filed2026-05-07
AXP
AMERICAN EXPRESS CO COM
2.30%
Shares8.0K
Event2026-03-31
Filed2026-05-07
ABT
ABBOTT LABORATORIES COM
0.00%
Shares23.3K
Event2026-03-31
Filed2026-05-07
DE
DEERE & CO COM
0.00%
Shares4.1K
Event2026-03-31
Filed2026-05-07
KO
COCA COLA
-0.66%
Shares30.1K
Event2026-03-31
Filed2026-05-07
LLY
ELI LILLY
-10.13%
Shares2.5K
Event2026-03-31
Filed2026-05-07
BK
BANK NEW YORK MELLON CORP COM
-6.47%
Shares17.3K
Event2026-03-31
Filed2026-05-07
STT
STATE STREET
0.00%
Shares14.9K
Event2026-03-31
Filed2026-05-07
MS
MORGAN STANLEY COM NEW
-1.33%
Shares11.1K
Event2026-03-31
Filed2026-05-07
V
VISA
0.00%
Shares6.0K
Event2026-03-31
Filed2026-05-07
GIS
GENERAL MILLS
-2.81%
Shares47.0K
Event2026-03-31
Filed2026-05-07
TRMB
TRIMBLE
1.71%
Shares26.7K
Event2026-03-31
Filed2026-05-07
WMT
WAL-MART STORES
-18.30%
Shares13.5K
Event2026-03-31
Filed2026-05-07
NSC
NORFOLK SOUTHERN
-0.45%
Shares5.5K
Event2026-03-31
Filed2026-05-07
GENERAL ELECTRIC
GENERAL ELECTRIC
1.55%
Shares5.6K
Event2026-03-31
Filed2026-05-07
AMZN
AMAZON
157.76%
Shares7.6K
Event2026-03-31
Filed2026-05-07
RTX
RAYTHEON TECHNOLOGIES
-0.18%
Shares7.9K
Event2026-03-31
Filed2026-05-07
CSX
CSX CORP COM
-0.58%
Shares34.4K
Event2026-03-31
Filed2026-05-07
ALPHABET CL C
ALPHABET CL C
-1.11%
Shares4.5K
Event2026-03-31
Filed2026-05-07
EATON CORP PLC SHS
EATON CORP PLC SHS
0.00%
Shares3.2K
Event2026-03-31
Filed2026-05-07
ADSK
AUTODESK
0.00%
Shares4.3K
Event2026-03-31
Filed2026-05-07
NVDA
NVIDIA CORPORATION COM
0.00%
Shares5.8K
Event2026-03-31
Filed2026-05-07
VZ
VERIZON
0.00%
Shares19.8K
Event2026-03-31
Filed2026-05-07
ES
EVERSOURCE ENERGY
0.00%
Shares13.1K
Event2026-03-31
Filed2026-05-07
SPY
STATE STREET SPDR S&P 500 ETF
-4.13%
Shares1.4K
Event2026-03-31
Filed2026-05-07
CMCSA
COMCAST CORP
0.00%
Shares29.7K
Event2026-03-31
Filed2026-05-07
MCD
MCDONALD'S
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-07
HD
HOME DEPOT
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-07
DOV
DOVER CORP COM
0.00%
Shares3.9K
Event2026-03-31
Filed2026-05-07
HON
HONEYWELL INTERNATIONAL
15.11%
Shares3.3K
Event2026-03-31
Filed2026-05-07
GPC
GENUINE PARTS CO COM
0.00%
Shares6.8K
Event2026-03-31
Filed2026-05-07
DUKE ENERGY
DUKE ENERGY
0.00%
Shares5.3K
Event2026-03-31
Filed2026-05-07
KMB
KIMBERLY-CLARK CORP COM
12.63%
Shares7.1K
Event2026-03-31
Filed2026-05-07
ITW
ILLINOIS TOOL WORKS
0.00%
Shares2.6K
Event2026-03-31
Filed2026-05-07
THE CIGNA GROUP COM
THE CIGNA GROUP COM
0.00%
Shares2.5K
Event2026-03-31
Filed2026-05-07
PNC
PNC FINL SVCS GROUP INC COM
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-07
COST
COSTCO
0.00%
Shares610
Event2026-03-31
Filed2026-05-07
T
AT&T
0.00%
Shares19.4K
Event2026-03-31
Filed2026-05-07
SO
SOUTHERN
0.00%
Shares5.1K
Event2026-03-31
Filed2026-05-07
MA
MASTERCARD INCORPORATED CL A
0.00%
Shares975
Event2026-03-31
Filed2026-05-07
MCO
MOODYS CORP COM
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-07
TFC
TRUIST FINL CORP COM
0.00%
Shares10.0K
Event2026-03-31
Filed2026-05-07
SHW
SHERWIN WILLIAMS
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-07
LOW
LOWE'S COMPANIES
0.00%
Shares1.7K
Event2026-03-31
Filed2026-05-07
UNH
UNITEDHEALTH GROUP INC COM
-25.43%
Shares1.5K
Event2026-03-31
Filed2026-05-07
BMY
BRISTOL-MYERS SQUIBB
0.00%
Shares6.7K
Event2026-03-31
Filed2026-05-07
GEV
GE VERNOVA INC COM
13.69%
Shares465
Event2026-03-31
Filed2026-05-07
MDY
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST
0.00%
Shares650
Event2026-03-31
Filed2026-05-07
VONE
VANGUARD RUSSELL 1000 ETF
0.00%
Shares1.3K
Event2026-03-31
Filed2026-05-07
PPG
PPG INDS INC COM
0.00%
Shares3.4K
Event2026-03-31
Filed2026-05-07
IVV
ISHARES CORE S&P 500 ETF
0.00%
Shares550
Event2026-03-31
Filed2026-05-07
TT
TRANE TECHNOLOGIES PLC SHS
-5.60%
Shares843
Event2026-03-31
Filed2026-05-07
PM
PHILIP MORRIS INTL INC COM
0.00%
Shares2.1K
Event2026-03-31
Filed2026-05-07
ED
CONSOLIDATED EDISON INC COM
0.00%
Shares3.0K
Event2026-03-31
Filed2026-05-07
ORCL
ORACLE
-4.35%
Shares2.2K
Event2026-03-31
Filed2026-05-07
GLW
CORNING INC COM
New
Shares2.0K
Event2026-03-31
Filed2026-05-07
PH
PARKER-HANNIFIN CORP COM
0.00%
Shares300
Event2026-03-31
Filed2026-05-07
AMGN
AMGEN INC COM
0.00%
Shares751
Event2026-03-31
Filed2026-05-07
DOW
DOW
New
Shares6.2K
Event2026-03-31
Filed2026-05-07
AJG
GALLAGHER ARTHUR J & CO COM
0.00%
Shares1.2K
Event2026-03-31
Filed2026-05-07
LMT
LOCKHEED MARTIN CORP COM
New
Shares409
Event2026-03-31
Filed2026-05-07
SOXX
ISHARES SEMICONDUCTOR ETF
0.00%
Shares750
Event2026-03-31
Filed2026-05-07
AMP
AMERIPRISE FINL INC COM
0.00%
Shares525
Event2026-03-31
Filed2026-05-07
ALPHABET INC CAP STK CL A
ALPHABET INC CAP STK CL A
0.00%
Shares769
Event2026-03-31
Filed2026-05-07
MTB
M&T BANK CORP
0.00%
Shares1.1K
Event2026-03-31
Filed2026-05-07
IJH
ISHARES S&P MID CAP 400 INDEX
0.00%
Shares3.1K
Event2026-03-31
Filed2026-05-07
INVESCO QQQ TRUST SERIES I
INVESCO QQQ TRUST SERIES I
0.00%
Shares350
Event2026-03-31
Filed2026-05-07

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available