WILKINS INVESTMENT COUNSEL INC
Sector Allocation
- Healthcare23.3%$173.2M
- Technology16.8%$125.0M
- Financials13.7%$102.0M
- Consumer Staples12.1%$89.5M
- Energy8.7%$64.6M
- Industrials8.6%$63.7M
- Materials8.4%$62.5M
- Consumer Discretionary3.3%$24.4M
- Real Estate2.8%$21.0M
- Communication Services1.0%$7.5M
AUM History
13fpro.ai/research/fund/wilkins-investment-counsel-inc-1276853
Conviction and streaks
Diversifying · top 10 = 33.5%From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.
Largest positions — Q2 2026
NEM
$34.9MMRK
$31.4MCTVA
$26.7MCB
$25.4MNTRS
$23.0MMMM
$22.9MILMN
$22.2MIBM
$21.5MWMB
$21.0MPG
$20.0MADP
$19.4MIFF
$18.2MFTNT
$17.5MMDT
$17.4MNVS
$17.4MBP
$17.0MJNJ
$17.0MIQV
$16.8MEMR
$16.7MUPS
$16.2M
Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.
13fpro.ai/research/fund/wilkins-investment-counsel-inc-1276853
WILKINS INVESTMENT COUNSEL INC 13F holdings — Q2 2026
$742.0M portfolio (+6.3% QoQ) · 119 holdings · Q2 2026 13F · top 10 are 34% of the stock portfolio
$34.9M
4.7% of stocks
-1%This quarter+6.8%Since filed5+ qtrsHeld$31.4M
4.2% of stocks
-0.9%This quarter+10.5%Since filed5+ qtrsHeld$26.7M
3.6% of stocks
-0.8%This quarter—Since filed5+ qtrsHeld$25.4M
3.4% of stocks
-0.4%This quarter+0.6%Since filed5+ qtrsHeld$23.0M
3.1% of stocks
-5%This quarter-7.5%Since filed5+ qtrsHeld$22.9M
3.1% of stocks
-0.3%This quarter-5.0%Since filed5+ qtrsHeld$22.2M
3.0% of stocks
-4%This quarter+44.3%Since filed5+ qtrsHeld$21.5M
2.9% of stocks
-0.5%This quarter+7.2%Since filed5+ qtrsHeld$21.0M
2.8% of stocks
-3%This quarter+3.3%Since filed5+ qtrsHeldAIQualityAI quality score is Pro: unlock with a free trialEst. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row$20.0M
2.7% of stocks
-0.8%This quarter+8.3%Since filed5+ qtrsHeld
All holdings — WILKINS INVESTMENT COUNSEL INC (Q2 2026)
119 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.
| # | Company | Held | Source | |||||||
|---|---|---|---|---|---|---|---|---|---|---|
| 11 | AUTOMATIC DATA PROCESSING INC | Technology | $19.4M | 2.6% | 86K | +0.4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 12 | INTERNATIONAL FLAVORS & FRAGRANCES INC | Materials | $18.2M | 2.5% | 229K | -0.6% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 13 | Fortinet, Inc. | Technology | $17.5M | 2.4% | 114K | -25% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 14 | Medtronic plc | Healthcare | $17.4M | 2.4% | 223K | +11% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 15 | NOVARTIS AGadr | Healthcare | $17.4M | 2.4% | 111K | -1% | 5+ qtrsTrimmed 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 16 | BP PLCadr | Energy | $17.0M | 2.3% | 459K | -0.9% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 17 | JOHNSON & JOHNSON | Healthcare | $17.0M | 2.3% | 67K | -0.4% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 18 | IQVIA HOLDINGS INC. | Healthcare | $16.8M | 2.3% | 87K | +6% | 5+ qtrsAdded 2 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 19 | EMERSON ELECTRIC CO | Industrials | $16.7M | 2.3% | 117K | -0.7% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 20 | UNITED PARCEL SERVICE INC | Industrials | $16.2M | 2.2% | 151K | -0.3% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 21 | PEPSICO INC | Consumer Staples | $14.8M | 2.0% | 110K | -0.3% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 22 | Qnity Electronics, Inc. | Technology | $14.8M | 2.0% | 91K | -3% | 3 qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 23 | TEXAS INSTRUMENTS INC | Technology | $13.5M | 1.8% | 45K | -8% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 24 | BIO-TECHNE Corp | Healthcare | $13.4M | 1.8% | 189K | +9% | 5+ qtrsAdded 4 qtrs in a row | AI quality score is Pro: unlock with a free trial | 13F | |
| 25 | SLB LIMITED/NV | Energy | $12.8M | 1.7% | 274K | -0.8% | 5+ qtrs | AI quality score is Pro: unlock with a free trial | 13F | |
| 26 | $WY | WEYERHAEUSER CO | Real Estate | $12.6M | 1.7% | 525K | -0.4% | |||
| 27 | $FISV | FISERV INC | Financials | $11.9M | 1.6% | 243K | +29% | |||
| 28 | $CPAY | CORPAY, INC. | Financials | $11.2M | 1.5% | 34K | -1% | |||
| 29 | $SYY | SYSCO CORP | Consumer Discretionary | $10.9M | 1.5% | 130K | -3% | |||
| 30 | $CL | COLGATE PALMOLIVE CO | Consumer Staples | $10.3M | 1.4% | 112K | -0.9% | |||
| 31 | $BRK.B | BERKSHIRE HATHAWAY INC | Financials | $9.2M | 1.2% | 18K | — | |||
| 32 | $CPRT | COPART INC | Consumer Discretionary | $9.0M | 1.2% | 321K | +15% | |||
| 33 | $AMT | AMERICAN TOWER CORP /MA/ | Real Estate | $8.4M | 1.1% | 51K | +2% | |||
| 34 | $CSCO | CISCO SYSTEMS, INC. | Technology | $7.9M | 1.1% | 67K | -9% | |||
| 35 | $DD | DuPont de Nemours, Inc. | Materials | $7.8M | 1.1% | 58K | -67% | |||
| 36 | $FAST | FASTENAL CO | Industrials | $7.7M | 1.0% | 161K | -5% | |||
| 37 | $XOM.R34088 | EXXON MOBIL CORP | Energy | $7.0M | 0.9% | 52K | +0.5% | |||
| 38 | $ACN | Accenture plc | Technology | $7.0M | 0.9% | 56K | +246% | |||
| 39 | $CLX | CLOROX CO /DE/ | Consumer Staples | $6.3M | 0.8% | 66K | +7% | |||
| 40 | $AAPL | Apple Inc. | Technology | $6.3M | 0.8% | 22K | +2% | |||
| 41 | $JPM | JPMORGAN CHASE & CO | Financials | $6.2M | 0.8% | 19K | -1% | |||
| 42 | $MSFT | MICROSOFT CORP | Technology | $6.1M | 0.8% | 16K | -2% | |||
| 43 | $DIS | Walt Disney Co | Communication Services | $5.5M | 0.7% | 57K | +0.0% | |||
| 44 | $UNP | UNION PACIFIC CORP | Industrials | $5.2M | 0.7% | 19K | -0.7% | |||
| 45 | $FFIV | F5, INC. | Technology | $5.1M | 0.7% | 12K | -3% | |||
| 46 | $HSY | HERSHEY CO | Consumer Staples | $5.1M | 0.7% | 29K | +0.2% | |||
| 47 | $PFE | PFIZER INC | Healthcare | $4.3M | 0.6% | 177K | -2% | |||
| 48 | $ABBV | AbbVie Inc. | Healthcare | $3.7M | 0.5% | 15K | +5% | |||
| 49 | $CAT | CATERPILLAR INC | Industrials | $3.5M | 0.5% | 3,325 | -6% | |||
| 50 | $LLY | ELI LILLY & Co | Healthcare | $3.0M | 0.4% | 2,484 | — | |||
| 51 | $AXP | AMERICAN EXPRESS CO | Financials | $2.7M | 0.4% | 7,962 | -0.6% | |||
| 52 | $NEE | NEXTERA ENERGY INC | Utilities | $2.6M | 0.3% | 30K | — | |||
| 53 | $DE | DEERE & CO | Industrials | $2.6M | 0.3% | 4,040 | -1% | |||
| 54 | $STT | STATE STREET CORP | Financials | $2.5M | 0.3% | 15K | -0.3% | |||
| 55 | $BNY | Bank of New York Mellon Corp | Financials | $2.5M | 0.3% | 17K | -1% | |||
| 56 | $CVX | CHEVRON CORP | Energy | $2.5M | 0.3% | 15K | -0.3% | |||
| 57 | $KO | COCA COLA CO | Consumer Staples | $2.4M | 0.3% | 30K | -0.5% | |||
| 58 | $PSX | Phillips 66 | Energy | $2.4M | 0.3% | 14K | — | |||
| 59 | $MS | MORGAN STANLEY | Financials | $2.2M | 0.3% | 11K | -5% | |||
| 60 | $GE | GENERAL ELECTRIC CO | Industrials | $2.2M | 0.3% | 5,812 | +4% | |||
| 61 | $ABT | ABBOTT LABORATORIES | Healthcare | $2.1M | 0.3% | 24K | +1% | |||
| 62 | $V | VISA INC. | Financials | $2.0M | 0.3% | 5,966 | +0.1% | |||
| 63 | $COP | CONOCOPHILLIPS | Energy | $2.0M | 0.3% | 20K | — | |||
| 64 | $AMZN | AMAZON COM INC | Consumer Discretionary | $1.8M | 0.2% | 7,360 | -3% | |||
| 65 | $NSC | NORFOLK SOUTHERN CORP | Industrials | $1.7M | 0.2% | 5,437 | -2% | |||
| 66 | $CSX | CSX CORP | Industrials | $1.6M | 0.2% | 33K | -3% | |||
| 67 | $GOOG | Alphabet Inc. | Technology | $1.5M | 0.2% | 4,373 | -2% | |||
| 68 | $GIS | GENERAL MILLS INC | Consumer Staples | $1.5M | 0.2% | 43K | -8% | |||
| 69 | $RTX | RTX Corp | Industrials | $1.5M | 0.2% | 7,853 | -0.7% | |||
| 70 | $WMT | Walmart Inc. | Consumer Staples | $1.5M | 0.2% | 13K | -5% | |||
| 71 | $TRMB | TRIMBLE INC. | Technology | $1.3M | 0.2% | 26K | -3% | |||
| 72 | $ETN | Eaton Corp plc | Industrials | $1.3M | 0.2% | 3,041 | -5% | |||
| 73 | $NVDA | NVIDIA CORP | Technology | $1.2M | 0.2% | 5,845 | — | |||
| 74 | $SPY | SPDR S&P 500 ETF TRUST | — | $1.0M | 0.1% | 1,393 | — | |||
| 75 | $ES | EVERSOURCE ENERGY | Utilities | $950K | 0.1% | 13K | — | |||
| 76 | $DOV | DOVER Corp | Industrials | $863K | 0.1% | 3,850 | — | |||
| 77 | $HD | HOME DEPOT, INC. | Consumer Discretionary | $840K | 0.1% | 2,383 | -3% | |||
| 78 | $VZ | VERIZON COMMUNICATIONS INC | Communication Services | $839K | 0.1% | 20K | — | |||
| 79 | $ADSK | Autodesk, Inc. | Technology | $823K | 0.1% | 4,235 | -2% | |||
| 80 | $GPC | GENUINE PARTS CO | Consumer Discretionary | $802K | 0.1% | 6,800 | — | |||
| 81 | $KMB | KIMBERLY CLARK CORP | Materials | $783K | 0.1% | 7,135 | — | |||
| 82 | $PNC | PNC FINANCIAL SERVICES GROUP, INC. | Financials | $749K | 0.1% | 3,040 | — | |||
| 83 | $CCZ | COMCAST CORP | Communication Services | $729K | 0.1% | 30K | — | |||
| 84 | $CI | Cigna Group | Healthcare | $725K | 0.1% | 2,630 | +6% | |||
| 85 | $MCD | MCDONALDS CORP | Consumer Discretionary | $716K | 0.1% | 2,650 | — | |||
| 86 | $ITW | ILLINOIS TOOL WORKS INC | Industrials | $704K | 0.1% | 2,602 | — | |||
| 87 | $DUK | Duke Energy CORP | Utilities | $672K | 0.1% | 5,309 | — | |||
| 88 | $GEV | GE Vernova Inc. | Industrials | $656K | 0.1% | 558 | +20% | |||
| 89 | $MA | Mastercard Inc | Financials | $501K | 0.1% | 975 | — | |||
| 90 | $MCO | MOODYS CORP /DE/ | Financials | $498K | 0.1% | 1,100 | — | |||
| 91 | $TFC | TRUIST FINANCIAL CORP | Financials | $497K | 0.1% | 9,975 | — | |||
| 92 | $SO | SOUTHERN CO | Utilities | $488K | 0.1% | 5,100 | — | |||
| 93 | — | ISHARES SEMICONDUCTOR ETF - ETF | — | $481K | 0.1% | 750 | — | |||
| 94 | $COST | COSTCO WHOLESALE CORP /NEW | Consumer Staples | $477K | 0.1% | 510 | -16% | |||
| 95 | $UNH | UNITEDHEALTH GROUP INC | Healthcare | $472K | 0.1% | 1,135 | -25% | |||
| 96 | $MDY | SPDR S&P MIDCAP 400 ETF TRUST | — | $457K | 0.1% | 650 | — | |||
| 97 | $SHW | SHERWIN WILLIAMS CO | Materials | $456K | 0.1% | 1,325 | — | |||
| 98 | — | VANGUARD RUSSELL 1000 ETF - ETF | — | $454K | 0.1% | 1,340 | — | |||
| 99 | $T | AT&T INC. | Communication Services | $452K | 0.1% | 22K | +12% | |||
| 100 | $TT | Trane Technologies plc | Technology | $414K | 0.1% | 843 | — | |||
| 101 | — | ISHARES CORE S&P 500 ETF - ETF | — | $412K | 0.1% | 550 | — | |||
| 102 | $PPG | PPG INDUSTRIES INC | Materials | $410K | 0.1% | 3,383 | — | |||
| 103 | $BMY | BRISTOL MYERS SQUIBB CO | Healthcare | $386K | 0.1% | 6,700 | — | |||
| 104 | $LOW | LOWES COMPANIES INC | Consumer Discretionary | $382K | 0.1% | 1,733 | — | |||
| 105 | $PM | Philip Morris International Inc. | Consumer Staples | $377K | 0.1% | 2,082 | — | |||
| 106 | $HON | HONEYWELL INTERNATIONAL INC | Industrials | $366K | 0.1% | 1,635 | -50% | |||
| 107 | $HONA | Honeywell Aerospace Inc. | Industrials | $361K | 0.1% | 1,635 | New | |||
| 108 | $ED | CONSOLIDATED EDISON INC | Utilities | $332K | 0.0% | 3,000 | — | |||
| 109 | $ORCL | ORACLE CORP | Technology | $322K | 0.0% | 2,200 | — | |||
| 110 | $PH | Parker-Hannifin Corp | Industrials | $293K | 0.0% | 300 | — | |||
| 111 | $GOOGL | Alphabet Inc. | Technology | $275K | 0.0% | 769 | — | |||
| 112 | $AJG | Arthur J. Gallagher & Co. | Financials | $272K | 0.0% | 1,185 | — | |||
| 113 | $QQQ | INVESCO QQQ TRUST, SERIES 1 | — | $258K | 0.0% | 350 | — | |||
| 114 | $MTB | M&T BANK CORP | Financials | $250K | 0.0% | 1,050 | — | |||
| 115 | $AMP | AMERIPRISE FINANCIAL INC | Financials | $241K | 0.0% | 525 | — | |||
| 116 | — | ISHARES S&P MID CAP 400 INDEX - ETF | — | $237K | 0.0% | 3,075 | — | |||
| 117 | $GL | GLOBE LIFE INC. | Financials | $233K | 0.0% | 1,305 | New | |||
| 118 | $QQQX | Nuveen NASDAQ 100 Dynamic Overwrite Fund | Other | $215K | 0.0% | 7,146 | New | |||
| 119 | $LMT | LOCKHEED MARTIN CORP | Industrials | $208K | 0.0% | 409 | — |
What changed in Q2 2026
Against the previous quarter's 13F: 3 new, 20 added to, 55 trimmed, 3 sold out. Share-count changes; largest moves by dollar size first.
New positions (3)
Added to (20)
$ACNAccenture plc+246%
now $7.0M · held 5+ qtrs
$FISVFISERV INC+29%
now $11.9M · held 5+ qtrs, 4 adds in a row
now $17.4M · held 5+ qtrs, 2 adds in a row
$CPRTCOPART INC+15%
now $9.0M · held 5+ qtrs, 4 adds in a row
$TECHBIO-TECHNE Corp+9%
now $13.4M · held 5+ qtrs, 4 adds in a row
now $16.8M · held 5+ qtrs, 2 adds in a row
+14 more in the Excel export
Trimmed (55)
$DDDuPont de Nemours, Inc.-67%
now $7.8M · held 5+ qtrs
now $17.5M · held 5+ qtrs
now $23.0M · held 5+ qtrs
$TXNTEXAS INSTRUMENTS INC-8%
now $13.5M · held 5+ qtrs
now $22.2M · held 5+ qtrs
$CSCOCISCO SYSTEMS, INC.-9%
now $7.9M · held 5+ qtrs
+49 more in the Excel export
Holdings by quarter
Every 13F WILKINS INVESTMENT COUNSEL INC has filed, 41 earlier quarters. Pick one to see what it held then.
Is it too late to follow WILKINS INVESTMENT COUNSEL?
Q2 2026 13F filed with the SEC on Aug 6, 2026. Prices are closing prices as of Oct 27, 2026.
Average quality of WILKINS INVESTMENT COUNSEL's top 20 holdings: 66/100 (our AI quality score, weighted by position size; 17 of the 20 are scored)
Top 10 since filing
+7.5%
Value-weighted move of the 10 largest stock positions
Turnover
2%
Last quarter; 10% over the last 4
Top 10 weight
34%
Share of the stock portfolio in its 10 largest positions
Held 4+ quarters
98%
Share of portfolio value in positions held a year or more
Highest-quality names it owns(among its 100 largest positions)
The 8 highest-scoring companies in this portfolio are a Pro feature.
How these are measured
- Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
- Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
- Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2025 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
- Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
- Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.
Portfolio Overview
WILKINS INVESTMENT COUNSEL INC disclosed 119 positions worth $742.0M in its Form 13F-HR for Q2 2026, led by $NEM (NEWMONT Corp /DE/) at 4.7% of the equity portfolio, followed by $MRK and $CTVA. During the quarter the fund opened 3 new positions and exited 3 — including a new stake in $HONA and a full exit from $GLW. The portfolio is most concentrated in Healthcare (23.3% of disclosed assets). All figures are sourced directly from WILKINS INVESTMENT COUNSEL INC’s Form 13F-HR filing with the SEC under CIK 1276853.
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AI-Powered Hedge Fund Analysis: WILKINS INVESTMENT COUNSEL INC
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Every holding in WILKINS INVESTMENT COUNSEL INC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.