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Latest WILKINS INVESTMENT COUNSEL INC Stock Portfolio

$409Million

Equity Portfolio Value

Last Reported on: 12 Feb, 2024

About WILKINS INVESTMENT COUNSEL INC and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, WILKINS INVESTMENT COUNSEL INC reported an equity portfolio of $409.9 Millions as of 31 Dec, 2023.

The top stock holdings of WILKINS INVESTMENT COUNSEL INC are MRK, INTC, NEM. The fund has invested 4.5% of it's portfolio in MERCK and 4.3% of portfolio in INTEL.

The fund managers got completely rid off BERKSHIRE HATHAWAY CLASS A (3 and REGENCY CENTERS CORP (REG) stocks. They significantly reduced their stock positions in SPLUNK (SPLK), SKILLZ INC COM CL A (SKLZ) and GARTNER (IT). WILKINS INVESTMENT COUNSEL INC opened new stock positions in BERKSHIRE HATHAWAY CL B, SPDR S&P 500 ETF TRUST (SPY) and MCDONALD'S (MCD). The fund showed a lot of confidence in some stocks as they added substantially to APPLE (AAPL), ILLUMINA (ILMN) and MICROSOFT (MSFT).

New Buys

Ticker	$ Bought
BERKSHIRE HATHAWAY CL B	713,320
SPDR S&P 500 ETF TRUST	616,002
MCDONALD'S	444,765
IQVIA	428,053
INVESCO QQQ TRUST SERIES I	307,140
NVIDIA CORPORATION COM	265,438
ALPHABET CL C	219,851
SOUTHERN	203,348

New stocks bought by WILKINS INVESTMENT COUNSEL INC

Additions

Ticker	% Inc.
APPLE	449
ILLUMINA	132
MICROSOFT	82.79
C. H. ROBINSON WORLDWIDE	34.71
AMAZON	32.65
BIO-TECHNE	19.2
3M	14.21
MEDTRONIC	13.4

Additions to existing portfolio by WILKINS INVESTMENT COUNSEL INC

Reductions

Ticker	% Reduced
SPLUNK	-44.01
SKILLZ INC COM CL A	-30.77
GARTNER	-15.4
ANSYS	-12.56
ORACLE	-10.34
WALT DISNEY	-6.23
J.P. MORGAN CHASE	-5.97
TRIMBLE	-5.26

WILKINS INVESTMENT COUNSEL INC reduced stake in above stock

Sold off

Ticker	$ Sold
REGENCY CENTERS CORP	-238,000
BERKSHIRE HATHAWAY CLASS A (3	-1,594,000

WILKINS INVESTMENT COUNSEL INC got rid off the above stocks

Current Stock Holdings of WILKINS INVESTMENT COUNSEL INC

Last Reported on: 12 Feb, 2024

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AAPL	APPLE	0.83	17,714	3,410,480	ADDED	449
ACN	ACCENTURE	1.46	17,010	5,968,980	REDUCED	-0.26
ADP	AUTOMATIC DATA PROCESSING	3.40	59,802	13,932,100	ADDED	6.21
ADSK	AUTODESK	0.50	8,465	2,061,060	ADDED	6.95
AMT	AMERICAN TOWER	1.63	30,975	6,686,880	ADDED	0.21
AMZN	AMAZON	0.18	4,875	740,708	ADDED	32.65
ANSS	ANSYS	0.38	4,350	1,578,530	REDUCED	-12.56
APD	AIR PRODUCTS	0.12	1,868	511,458	UNCHANGED	0.00
AZPN	ASPEN TECHNOLOGY	0.34	6,300	1,386,940	UNCHANGED	0.00
BP	BP PLC	3.24	375,778	13,302,500	ADDED	6.94
CB	CHUBB LIMITED	3.25	59,002	13,334,500	REDUCED	-0.56
CHRW	C. H. ROBINSON WORLDWIDE	1.13	53,795	4,647,350	ADDED	34.71
CL	COLGATE-PALMOLIVE	1.43	73,660	5,871,440	REDUCED	-0.32
CLX	CLOROX	0.38	10,890	1,552,800	ADDED	3.32
CMCSA	COMCAST CORP	0.27	25,483	1,117,430	REDUCED	-0.1
COP	CONOCOPHILLIPS	0.16	5,652	656,028	REDUCED	-1.99
CSCO	CISCO SYSTEMS	0.22	17,678	893,093	ADDED	0.23
CTVA	CORTEVA	3.07	262,248	12,566,900	ADDED	7.8
CVX	CHEVRON	0.08	2,235	333,373	REDUCED	-1.11
DD	DUPONT	2.38	126,856	9,759,030	REDUCED	-1.74
DIS	WALT DISNEY	0.13	5,750	519,168	REDUCED	-6.23
DOW	DOW	0.10	7,134	391,229	UNCHANGED	0.00
DUK	DUKE ENERGY	0.10	4,121	399,902	UNCHANGED	0.00
EMR	EMERSON ELECTRIC	2.08	87,595	8,525,620	ADDED	0.15
FAST	FASTENAL	2.42	153,465	9,939,930	REDUCED	-2.86
FFIV	F5 NETWORKS	2.83	64,893	11,614,500	REDUCED	-1.26
FTNT	FORTINET	2.21	154,665	9,052,540	ADDED	12.66
GIS	GENERAL MILLS	0.63	39,860	2,596,480	REDUCED	-0.5
GOOG	ALPHABET CL C	0.05	1,560	219,851	NEW
HIG	HARTFORD FINANCIAL	0.07	3,559	286,072	UNCHANGED	0.00
HSY	HERSHEY COMPANY	1.18	26,010	4,849,300	REDUCED	-0.91
IBM	INTERNATIONAL BUSINESS MACHINES	2.56	64,060	10,477,000	REDUCED	-0.4
IFF	INTERNATIONAL FLAVORS & FRAGRANCES	2.89	146,157	11,834,300	ADDED	3.88
ILMN	ILLUMINA	1.22	36,020	5,015,420	ADDED	132
INTC	INTEL	4.32	352,776	17,727,000	REDUCED	-0.46
IQV	IQVIA	0.10	1,850	428,053	NEW
IT	GARTNER	1.80	16,365	7,382,420	REDUCED	-15.4
ITW	ILLINOIS TOOL WORKS	0.06	900	235,746	UNCHANGED	0.00
JNJ	JOHNSON & JOHNSON	3.13	81,871	12,832,500	ADDED	7.34
JPM	J.P. MORGAN CHASE	0.22	5,170	879,417	REDUCED	-5.97
KO	COCA COLA	0.14	9,670	569,853	REDUCED	-0.31
LLY	ELI LILLY	0.14	978	570,096	REDUCED	-2.2
MCD	MCDONALD'S	0.11	1,500	444,765	NEW
MDT	MEDTRONIC	2.64	131,630	10,843,700	ADDED	13.4
MMM	3M	2.46	92,175	10,076,600	ADDED	14.21
MRK	MERCK	4.53	170,232	18,558,700	REDUCED	-0.25
MSFT	MICROSOFT	0.46	5,025	1,889,600	ADDED	82.79
NEE	NEXTERA ENERGY	0.37	24,715	1,501,190	ADDED	7.08
NEM	NEWMONT	3.83	379,425	15,704,400	ADDED	8.01
NSC	NORFOLK SOUTHERN	0.10	1,700	401,846	UNCHANGED	0.00
NTRS	NORTHERN TRUST	2.22	107,939	9,107,890	REDUCED	-0.28
NVDA	NVIDIA CORPORATION COM	0.06	536	265,438	NEW
NVS	NOVARTIS	3.20	130,110	13,137,200	REDUCED	-0.64
ORCL	ORACLE	0.07	2,600	274,118	REDUCED	-10.34
PEP	PEPSICO	2.46	59,389	10,086,600	ADDED	0.38
PFE	PFIZER	0.72	103,161	2,970,000	ADDED	0.98
PG	PROCTER & GAMBLE	3.51	98,224	14,393,700	ADDED	0.28
PSX	PHILLIPS 66	0.13	4,089	544,409	REDUCED	-2.13
QQQ	INVESCO QQQ TRUST SERIES I	0.07	750	307,140	NEW
REG	REGENCY CENTERS CORP	0.00	0.00	0.00	SOLD OFF	-100
SHW	SHERWIN WILLIAMS	0.13	1,700	530,230	UNCHANGED	0.00
SKLZ	SKILLZ INC COM CL A	0.02	13,500	84,240	REDUCED	-30.77
SLB	SLB	2.07	163,304	8,498,340	REDUCED	-0.52
SO	SOUTHERN	0.05	2,900	203,348	NEW
SPLK	SPLUNK	0.73	19,643	2,992,610	REDUCED	-44.01
SPY	SPDR S&P 500 ETF TRUST	0.15	1,296	616,002	NEW
STT	STATE STREET	0.35	18,400	1,425,260	REDUCED	-0.54
SYY	SYSCO	2.04	114,100	8,344,130	REDUCED	-0.06
TECH	BIO-TECHNE	0.28	14,840	1,145,050	ADDED	19.2
TRMB	TRIMBLE	1.03	79,035	4,204,660	REDUCED	-5.26
TXN	TEXAS INSTRUMENTS	1.82	43,745	7,456,770	ADDED	5.56
UNP	UNION PACIFIC	0.98	16,332	4,011,470	ADDED	0.04
UPS	UNITED PARCEL SERVICE	2.32	60,556	9,521,220	REDUCED	-0.16
V	VISA	0.48	7,502	1,953,150	REDUCED	-3.22
WMB	WILLIAMS COS	2.55	299,950	10,447,300	REDUCED	-1.14
WMT	WAL-MART STORES	0.05	1,362	214,719	UNCHANGED	0.00
WY	WEYERHAEUSER	2.89	340,335	11,833,400	ADDED	7.55
XOM	EXXON MOBIL	0.54	21,965	2,196,060	REDUCED	-0.05
	FISERV	1.56	48,065	6,384,960	REDUCED	-1.56
	BERKSHIRE HATHAWAY CL B	0.17	2,000	713,320	NEW
	BERKSHIRE HATHAWAY CLASS A (3	0.00	0.00	0.00	SOLD OFF	-100