WILKINS INVESTMENT COUNSEL INC
13F Reported Value
ⓘ$698.2M
Holdings
119
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
WILKINS INVESTMENT COUNSEL INC disclosed 119 positions worth $698.2M in its Form 13F-HR for Q1 2026, led by $NEM (NEWMONT Corp /DE/) at 5.9% of the equity portfolio, followed by $MRK and $CTVA. During the quarter the fund opened 3 new positions and exited 4 — including a new stake in $GLW and a full exit from $IT. The portfolio is most concentrated in Healthcare (19.9% of disclosed assets). All figures are sourced directly from WILKINS INVESTMENT COUNSEL INC’s Form 13F-HR filing with the SEC under CIK 1276853.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 88.3#5
Quality
$41.0M378,630 sh - 70.9#284
Quality
$29.7M246,748 sh - 48.4#1,557
Quality
$26.7M318,391 sh - —
Quality
$24.4M74,729 sh - —
Quality
$21.8M463,342 sh - 72.8
Quality
$21.1M289,330 sh - 60.7
Quality
$20.6M141,679 sh - 72.9
Quality
$19.9M137,632 sh - 71.8
Quality
$19.4M139,073 sh - 66.7
Quality
$18.6M76,773 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NEWMONT Corp /DE/$NEM | 88.3#5 | $41.0M | 378,630 |
 Merck & Co., Inc.$MRK | 70.9#284 | $29.7M | 246,748 |
 Corteva, Inc.$CTVA | 48.4#1,557 | $26.7M | 318,391 |
 Chubb Ltd$CB | — | $24.4M | 74,729 |
 BP PLC$BP | — | $21.8M | 463,342 |
 WILLIAMS COMPANIES, INC.$WMB | 72.8 | $21.1M | 289,330 |
 3M CO$MMM | 60.7 | $20.6M | 141,679 |
 PROCTER & GAMBLE Co$PG | 72.9 | $19.9M | 137,632 |
 NORTHERN TRUST CORP$NTRS | 71.8 | $19.4M | 139,073 |
 INTERNATIONAL BUSINESS MACHINES CORP$IBM | 66.7 | $18.6M | 76,773 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of WILKINS INVESTMENT COUNSEL INC's 119 positions.
Showing top 10 of 119 holdings.
Sector Allocation
Healthcare
$139.0M
Technology
$110.7M
Consumer Staples
$83.7M
Industrials
$75.0M
Energy
$74.0M
Materials
$73.7M
Financials
$70.9M
Consumer Discretionary
$33.7M
Full Holdings — WILKINS INVESTMENT COUNSEL INC (Q1 2026)
All 119 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NEM | NEWMONT Corp /DE/ | $41.0M | 5.9% | -17% | 88.3 |
| 2 | $MRK | Merck & Co., Inc. | $29.7M | 4.3% | -1% | 70.9 |
| 3 | $CTVA | Corteva, Inc. | $26.7M | 3.8% | +1% | 48.4 |
| 4 | $CB | Chubb Ltd | $24.4M | 3.5% | -1% | — |
| 5 | $BP | BP PLC | $21.8M | 3.1% | -7% | — |
| 6 | $WMB | WILLIAMS COMPANIES, INC. | $21.1M | 3.0% | -7% | 72.8 |
| 7 | $MMM | 3M CO | $20.6M | 3.0% | -0% | 60.7 |
| 8 | $PG | PROCTER & GAMBLE Co | $19.9M | 2.9% | +1% | 72.9 |
| 9 | $NTRS | NORTHERN TRUST CORP | $19.4M | 2.8% | -1% | 71.8 |
| 10 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $18.6M | 2.7% | -0% | 66.7 |
| 11 |  $ADP | AUTOMATIC DATA PROCESSING INC | $17.5M | 2.5% | +11% | 77.9 |
| 12 |  $MDT | Medtronic plc | $17.5M | 2.5% | +3% | — |
| 13 |  $NVS | NOVARTIS AG | $17.2M | 2.5% | -3% | — |
| 14 |  $PEP | PEPSICO INC | $17.1M | 2.5% | +2% | 62.7 |
| 15 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $16.7M | 2.4% | +2% | 42.4 |
| 16 |  $JNJ | JOHNSON & JOHNSON | $16.4M | 2.4% | -32% | 72.8 |
| 17 |  $ILMN | ILLUMINA, INC. | $16.2M | 2.3% | +0% | 62.5 |
| 18 |  $EMR | EMERSON ELECTRIC CO | $15.4M | 2.2% | -0% | 65.9 |
| 19 |  $UPS | UNITED PARCEL SERVICE INC | $14.9M | 2.1% | -1% | 58.2 |
| 20 |  $SLB | SLB LIMITED/NV | $14.2M | 2.0% | -4% | 63.2 |
| 21 |  $IQV | IQVIA HOLDINGS INC. | $14.0M | 2.0% | +20% | 59.7 |
| 22 |  $WY | WEYERHAEUSER CO | $12.9M | 1.8% | +4% | 52.9 |
| 23 |  $FTNT | Fortinet, Inc. | $12.4M | 1.8% | -0% | 78.1 |
| 24 |  $Q | Qnity Electronics, Inc. | $10.8M | 1.5% | -0% | — |
| 25 |  $FISV | FISERV INC | $10.5M | 1.5% | +61% | 67.4 |
| 26 |  $CPAY | CORPAY, INC. | $9.9M | 1.4% | -0% | 67.1 |
| 27 |  $CL | COLGATE PALMOLIVE CO | $9.6M | 1.4% | +1% | 72.4 |
| 28 |  $TXN | TEXAS INSTRUMENTS INC | $9.5M | 1.4% | -0% | 70.4 |
| 29 |  $SYY | SYSCO CORP | $9.5M | 1.4% | -27% | 58.4 |
| 30 |  $CPRT | COPART INC | $9.3M | 1.3% | +46% | 74.9 |
| 31 |  $TECH | BIO-TECHNE Corp | $9.1M | 1.3% | +69% | 59.6 |
| 32 |  $BRK.B | BERKSHIRE HATHAWAY INC | $8.8M | 1.3% | +0% | 64.5 |
| 33 |  $AMT | AMERICAN TOWER CORP /MA/ | $8.7M | 1.3% | +25% | 69.8 |
| 34 |  $XOM | EXXON MOBIL CORP | $8.7M | 1.3% | -0% | 61.8 |
| 35 |  $DD | DuPont de Nemours, Inc. | $7.9M | 1.1% | +0% | 31.1 |
| 36 |  $FAST | FASTENAL CO | $7.9M | 1.1% | +1% | 73.5 |
| 37 |  $CLX | CLOROX CO /DE/ | $6.4M | 0.9% | +13% | 63.5 |
| 38 |  $MSFT | MICROSOFT CORP | $6.2M | 0.9% | +7% | 83.7 |
| 39 |  $HSY | HERSHEY CO | $6.0M | 0.9% | -1% | 59.4 |
| 40 |  $CSCO | CISCO SYSTEMS, INC. | $5.7M | 0.8% | -0% | 72.3 |
| 41 |  $JPM | JPMORGAN CHASE & CO | $5.6M | 0.8% | +1% | 35.6 |
| 42 |  $DIS | Walt Disney Co | $5.5M | 0.8% | +2% | 68.9 |
| 43 |  $AAPL | Apple Inc. | $5.4M | 0.8% | -6% | 76.1 |
| 44 |  $PFE | PFIZER INC | $5.1M | 0.7% | +1% | 69 |
| 45 |  $UNP | UNION PACIFIC CORP | $4.7M | 0.7% | +0% | 74 |
| 46 |  $FFIV | F5, INC. | $3.7M | 0.5% | -51% | 70 |
| 47 |  $ACN | Accenture plc | $3.2M | 0.5% | +0% | — |
| 48 |  $ABBV | AbbVie Inc. | $3.1M | 0.4% | -1% | 59.3 |
| 49 |  $CVX | CHEVRON CORP | $3.1M | 0.4% | -1% | 54.7 |
| 50 |  $NEE | NEXTERA ENERGY INC | $2.8M | 0.4% | +0% | 71.7 |
| 51 |  $COP | CONOCOPHILLIPS | $2.6M | 0.4% | +0% | 74.8 |
| 52 |  $PSX | Phillips 66 | $2.6M | 0.4% | -0% | 47.6 |
| 53 |  $CAT | CATERPILLAR INC | $2.5M | 0.4% | -7% | 67.8 |
| 54 |  $AXP | AMERICAN EXPRESS CO | $2.4M | 0.3% | +2% | 73.2 |
| 55 |  $ABT | ABBOTT LABORATORIES | $2.4M | 0.3% | +0% | 67 |
| 56 |  $DE | DEERE & CO | $2.3M | 0.3% | +0% | 57.4 |
| 57 |  $KO | COCA COLA CO | $2.3M | 0.3% | -1% | 74 |
| 58 |  $LLY | ELI LILLY & Co | $2.3M | 0.3% | -10% | 89.3 |
| 59 |  $__PARK_1390777 | Bank of New York Mellon Corp | $2.1M | 0.3% | -6% | 36.7 |
| 60 |  $STT | STATE STREET CORP | $1.9M | 0.3% | +0% | 61.5 |
| 61 |  $MS | MORGAN STANLEY | $1.8M | 0.3% | -1% | — |
| 62 |  $V | VISA INC. | $1.8M | 0.3% | +0% | 83.5 |
| 63 |  $GIS | GENERAL MILLS INC | $1.7M | 0.3% | -3% | 64.1 |
| 64 |  $TRMB | TRIMBLE INC. | $1.7M | 0.3% | +2% | 52.1 |
| 65 |  $WMT | Walmart Inc. | $1.7M | 0.2% | -18% | 63.2 |
| 66 |  $NSC | NORFOLK SOUTHERN CORP | $1.6M | 0.2% | -0% | 70.8 |
| 67 |  $GE | GENERAL ELECTRIC CO | $1.6M | 0.2% | +2% | 74.8 |
| 68 |  $AMZN | AMAZON COM INC | $1.6M | 0.2% | +158% | 74.6 |
| 69 |  $RTX | RTX Corp | $1.5M | 0.2% | -0% | 70 |
| 70 |  $CSX | CSX CORP | $1.4M | 0.2% | -1% | 66.4 |
| 71 |  $GOOGL | Alphabet Inc. | $1.3M | 0.2% | -1% | 80.2 |
| 72 |  $ETN | Eaton Corp plc | $1.1M | 0.2% | +0% | — |
| 73 |  $ADSK | Autodesk, Inc. | $1.0M | 0.1% | +0% | 76.4 |
| 74 |  $NVDA | NVIDIA CORP | $1.0M | 0.1% | +0% | 90.2 |
| 75 |  $VZ | VERIZON COMMUNICATIONS INC | $994,412 | 0.1% | +0% | 71.6 |
| 76 |  $ES | EVERSOURCE ENERGY | $910,686 | 0.1% | +0% | 67 |
| 77 |  $SPY | SPDR S&P 500 ETF TRUST | $905,924 | 0.1% | -4% | — |
| 78 |  $CCZ | COMCAST CORP | $851,998 | 0.1% | +0% | 70.4 |
| 79 |  $MCD | MCDONALDS CORP | $823,594 | 0.1% | +0% | 73.9 |
| 80 |  $HD | HOME DEPOT, INC. | $808,412 | 0.1% | +0% | 69.2 |
| 81 |  $DOV | DOVER Corp | $802,533 | 0.1% | +0% | 63.1 |
| 82 |  $HON | HONEYWELL INTERNATIONAL INC | $738,892 | 0.1% | +15% | 65.7 |
| 83 |  $GPC | GENUINE PARTS CO | $719,100 | 0.1% | +0% | 54.2 |
| 84 |  $DUK | Duke Energy CORP | $695,160 | 0.1% | +0% | 64 |
| 85 |  $KMB | KIMBERLY CLARK CORP | $688,313 | 0.1% | +13% | 61.7 |
| 86 |  $ITW | ILLINOIS TOOL WORKS INC | $677,275 | 0.1% | +0% | 71.2 |
| 87 |  $CI | Cigna Group | $659,406 | 0.1% | +0% | 66.8 |
| 88 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $632,594 | 0.1% | +0% | 70.9 |
| 89 |  $COST | COSTCO WHOLESALE CORP /NEW | $607,822 | 0.1% | +0% | 67 |
| 90 |  $T | AT&T INC. | $563,595 | 0.1% | +0% | 71.9 |
| 91 |  $SO | SOUTHERN CO | $492,252 | 0.1% | +0% | 65.1 |
| 92 |  $MA | Mastercard Inc | $487,169 | 0.1% | +0% | 81.7 |
| 93 |  $MCO | MOODYS CORP /DE/ | $479,875 | 0.1% | +0% | 81.3 |
| 94 |  $TFC | TRUIST FINANCIAL CORP | $458,551 | 0.1% | +0% | — |
| 95 |  $SHW | SHERWIN WILLIAMS CO | $424,729 | 0.1% | +0% | 65.3 |
| 96 |  $LOW | LOWES COMPANIES INC | $409,473 | 0.1% | +0% | 63.5 |
| 97 |  $UNH | UNITEDHEALTH GROUP INC | $408,591 | 0.1% | -25% | 66.8 |
| 98 |  $BMY | BRISTOL MYERS SQUIBB CO | $406,355 | 0.1% | +0% | 70.1 |
| 99 |  $GEV | GE Vernova Inc. | $405,899 | 0.1% | +14% | 70.1 |
| 100 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $400,894 | 0.1% | +0% | — |
| 101 | — | VANGUARD RUSSELL 1000 ETF | $395,461 | 0.1% | +0% | — |
| 102 |  $PPG | PPG INDUSTRIES INC | $361,575 | 0.1% | +0% | 57.1 |
| 103 | — | ISHARES CORE S&P 500 ETF | $359,266 | 0.1% | +0% | — |
| 104 |  $TT | Trane Technologies plc | $351,312 | 0.1% | -6% | — |
| 105 |  $PM | Philip Morris International Inc. | $344,238 | 0.1% | +0% | 80.5 |
| 106 |  $ED | CONSOLIDATED EDISON INC | $339,540 | 0.1% | +0% | 71.6 |
| 107 |  $ORCL | ORACLE CORP | $323,642 | 0.1% | -4% | 67.2 |
| 108 |  $GLW | CORNING INC /NY | $278,739 | 0.0% | NEW | 72.7 |
| 109 |  $PH | Parker-Hannifin Corp | $268,572 | 0.0% | +0% | 73.8 |
| 110 |  $AMGN | AMGEN INC | $264,239 | 0.0% | +0% | 79.5 |
| 111 |  $DOW | DOW INC. | $259,146 | 0.0% | NEW | 38 |
| 112 |  $AJG | Arthur J. Gallagher & Co. | $256,647 | 0.0% | +0% | 72.1 |
| 113 |  $LMT | LOCKHEED MARTIN CORP | $247,196 | 0.0% | NEW | 65 |
| 114 | — | ISHARES SEMICONDUCTOR ETF | $246,495 | 0.0% | +0% | — |
| 115 |  $AMP | AMERIPRISE FINANCIAL INC | $233,310 | 0.0% | +0% | 70.2 |
| 116 |  $GOOG | Alphabet Inc. | $221,134 | 0.0% | +0% | 80.2 |
| 117 |  $MTB | M&T BANK CORP | $217,056 | 0.0% | +0% | 64.1 |
| 118 | — | ISHARES S&P MID CAP 400 INDEX | $207,655 | 0.0% | +0% | — |
| 119 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $202,013 | 0.0% | +0% | — |
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