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Wilkins Investment Counsel Inc

All holdings · as of Mar 31, 2026

119 positions

CompanyClassValueShares% of portfolio
INVESCO QQQ TRUST SERIES I—$202.0K3500.0%
ISHARES S&P MID CAP 400 INDEX—$207.7K3,0750.0%
M&T BANK CORP—$217.1K1,0500.0%
Alphabet Inc.—$221.1K7690.0%
AMERIPRISE FINANCIAL INC—$233.3K5250.0%
ISHARES SEMICONDUCTOR ETF—$246.5K7500.0%
LOCKHEED MARTIN CORP—$247.2K4090.0%
Arthur J. Gallagher & Co.—$256.6K1,1850.0%
DOW INC.—$259.1K6,2220.0%
AMGEN INC—$264.2K7510.0%
Parker-Hannifin Corp—$268.6K3000.0%
CORNING INC /NY—$278.7K2,0500.0%
ORACLE CORP—$323.6K2,2000.0%
Consolidated Edison Inc—$339.5K3,0000.0%
Philip Morris International Inc.—$344.2K2,0820.0%
Trane Technologies plc—$351.3K8430.1%
ISHARES CORE S&P 500 ETF—$359.3K5500.1%
PPG INDUSTRIES INC—$361.6K3,3830.1%
VANGUARD RUSSELL 1000 ETF—$395.5K1,3400.1%
STATE STREET SPDR S&P MIDCAP 400 ETF TRUST—$400.9K6500.1%
GE Vernova Inc.—$405.9K4650.1%
BRISTOL MYERS SQUIBB CO—$406.4K6,7000.1%
UNITEDHEALTH GROUP INC—$408.6K1,5100.1%
LOWES COMPANIES INC—$409.5K1,7330.1%
SHERWIN WILLIAMS CO—$424.7K1,3250.1%
TRUIST FINANCIAL CORP—$458.6K9,9750.1%
Moody's Corp—$479.9K1,1000.1%
Mastercard Inc—$487.2K9750.1%
SOUTHERN CO—$492.3K5,1000.1%
AT&T INC.—$563.6K19,4410.1%
COSTCO WHOLESALE CORP /NEW—$607.8K6100.1%
The PNC Financial Services Group, Inc.—$632.6K3,0400.1%
Cigna Group—$659.4K2,4720.1%
ILLINOIS TOOL WORKS INC—$677.3K2,6020.1%
KIMBERLY CLARK CORP—$688.3K7,1350.1%
Duke Energy Corp—$695.2K5,3090.1%
GENUINE PARTS CO—$719.1K6,8000.1%
HONEYWELL INTERNATIONAL INC—$738.9K3,2690.1%
DOVER Corp—$802.5K3,8500.1%
HOME DEPOT, INC.—$808.4K2,4580.1%
MCDONALD'S CORP—$823.6K2,6500.1%
Comcast Corp.—$852.0K29,6760.1%
STATE STREET SPDR S&P 500 ETF—$905.9K1,3930.1%
EVERSOURCE ENERGY—$910.7K13,1450.1%
VERIZON COMMUNICATIONS INC—$994.4K19,8090.1%
NVIDIA Corp—$1.02M5,8450.1%
Autodesk, Inc.—$1.04M4,3350.1%
Eaton Corp plc—$1.14M3,1910.2%
Alphabet Inc.—$1.28M4,4730.2%
CSX CORP—$1.41M34,4000.2%
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