WILKINS INVESTMENT COUNSEL INC
13F Reported Value
ⓘ$742.0M
Holdings
119
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
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 (20.4% 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
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 86.8#3
Quality
$34.9M373,570 sh - 59.9#898
Quality
$31.4M244,471 sh - 47.2#1,791
Quality
$26.7M315,721 sh - —
Quality
$25.4M74,439 sh - 65.2
Quality
$23.0M132,071 sh - 64.9
Quality
$22.9M141,274 sh - 60.4
Quality
$22.2M126,275 sh - 70.0
Quality
$21.5M76,408 sh - 64.3
Quality
$21.0M281,880 sh - 64.6
Quality
$20.0M136,480 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NEWMONT Corp /DE/$NEM | 86.8#3 | $34.9M | 373,570 |
 Merck & Co., Inc.$MRK | 59.9#898 | $31.4M | 244,471 |
 Corteva, Inc.$CTVA | 47.2#1,791 | $26.7M | 315,721 |
 Chubb Ltd$CB | — | $25.4M | 74,439 |
 NORTHERN TRUST CORP$NTRS | 65.2 | $23.0M | 132,071 |
 3M CO$MMM | 64.9 | $22.9M | 141,274 |
 ILLUMINA, INC.$ILMN | 60.4 | $22.2M | 126,275 |
 INTERNATIONAL BUSINESS MACHINES CORP$IBM | 70.0 | $21.5M | 76,408 |
 WILLIAMS COMPANIES, INC.$WMB | 64.3 | $21.0M | 281,880 |
 PROCTER & GAMBLE Co$PG | 64.6 | $20.0M | 136,480 |
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
$151.0M
Technology
$138.2M
Industrials
$88.0M
Consumer Staples
$81.3M
Financials
$78.9M
Materials
$68.4M
Energy
$64.6M
Consumer Discretionary
$34.5M
Full Holdings — WILKINS INVESTMENT COUNSEL INC (Q2 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/ | $34.9M | 4.7% | -1% | 86.8 |
| 2 | $MRK | Merck & Co., Inc. | $31.4M | 4.2% | -1% | 59.9 |
| 3 | $CTVA | Corteva, Inc. | $26.7M | 3.6% | -1% | 47.2 |
| 4 | $CB | Chubb Ltd | $25.4M | 3.4% | -0% | — |
| 5 | $NTRS | NORTHERN TRUST CORP | $23.0M | 3.1% | -5% | 65.2 |
| 6 | $MMM | 3M CO | $22.9M | 3.1% | -0% | 64.9 |
| 7 | $ILMN | ILLUMINA, INC. | $22.2M | 3.0% | -4% | 60.4 |
| 8 | $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $21.5M | 2.9% | -0% | 70 |
| 9 | $WMB | WILLIAMS COMPANIES, INC. | $21.0M | 2.8% | -3% | 64.3 |
| 10 | $PG | PROCTER & GAMBLE Co | $20.0M | 2.7% | -1% | 64.6 |
| 11 |  $ADP | AUTOMATIC DATA PROCESSING INC | $19.4M | 2.6% | +0% | 69.8 |
| 12 |  $IFF | INTERNATIONAL FLAVORS & FRAGRANCES INC | $18.2M | 2.5% | -1% | 52.8 |
| 13 |  $FTNT | Fortinet, Inc. | $17.5M | 2.4% | -25% | 80.1 |
| 14 |  $MDT | Medtronic plc | $17.4M | 2.4% | +11% | 68.7 |
| 15 |  $NVS | NOVARTIS AG | $17.4M | 2.4% | -1% | — |
| 16 |  $BP | BP PLC | $17.0M | 2.3% | -1% | — |
| 17 |  $JNJ | JOHNSON & JOHNSON | $17.0M | 2.3% | -0% | 69 |
| 18 |  $IQV | IQVIA HOLDINGS INC. | $16.8M | 2.3% | +6% | 61.4 |
| 19 |  $EMR | EMERSON ELECTRIC CO | $16.7M | 2.3% | -1% | 65.3 |
| 20 |  $UPS | UNITED PARCEL SERVICE INC | $16.2M | 2.2% | -0% | 58.6 |
| 21 |  $PEP | PEPSICO INC | $14.8M | 2.0% | -0% | 63.4 |
| 22 |  $Q | Qnity Electronics, Inc. | $14.8M | 2.0% | -3% | 68.4 |
| 23 |  $TXN | TEXAS INSTRUMENTS INC | $13.5M | 1.8% | -8% | 73.4 |
| 24 |  $TECH | BIO-TECHNE Corp | $13.4M | 1.8% | +9% | 58.9 |
| 25 |  $SLB | SLB LIMITED/NV | $12.8M | 1.7% | -1% | 57.9 |
| 26 |  $WY | WEYERHAEUSER CO | $12.6M | 1.7% | -0% | 51.3 |
| 27 |  $FISV | FISERV INC | $11.9M | 1.6% | +29% | 60.7 |
| 28 |  $CPAY | CORPAY, INC. | $11.2M | 1.5% | -1% | 70.8 |
| 29 |  $SYY | SYSCO CORP | $10.9M | 1.5% | -3% | 54.7 |
| 30 |  $CL | COLGATE PALMOLIVE CO | $10.3M | 1.4% | -1% | 61.3 |
| 31 |  $BRK.B | BERKSHIRE HATHAWAY INC | $9.2M | 1.2% | +0% | 73.8 |
| 32 |  $CPRT | COPART INC | $9.0M | 1.2% | +15% | 69.1 |
| 33 |  $AMT | AMERICAN TOWER CORP /MA/ | $8.4M | 1.1% | +2% | 66.3 |
| 34 |  $CSCO | CISCO SYSTEMS, INC. | $7.9M | 1.1% | -9% | 70.3 |
| 35 |  $DD | DuPont de Nemours, Inc. | $7.8M | 1.1% | -67% | 47 |
| 36 |  $FAST | FASTENAL CO | $7.7M | 1.0% | -5% | 66.9 |
| 37 |  $XOM.R34088 | EXXON MOBIL CORP | $7.0M | 0.9% | +0% | 57.9 |
| 38 |  $ACN | Accenture plc | $7.0M | 0.9% | +246% | — |
| 39 |  $CLX | CLOROX CO /DE/ | $6.3M | 0.8% | +7% | 54.1 |
| 40 |  $AAPL | Apple Inc. | $6.3M | 0.8% | +2% | 76.4 |
| 41 |  $JPM | JPMORGAN CHASE & CO | $6.2M | 0.8% | -1% | 70.7 |
| 42 |  $MSFT | MICROSOFT CORP | $6.1M | 0.8% | -2% | 79.8 |
| 43 |  $DIS | Walt Disney Co | $5.5M | 0.7% | +0% | 60.1 |
| 44 |  $UNP | UNION PACIFIC CORP | $5.2M | 0.7% | -1% | 69.7 |
| 45 |  $FFIV | F5, INC. | $5.1M | 0.7% | -3% | 66.9 |
| 46 |  $HSY | HERSHEY CO | $5.1M | 0.7% | +0% | 65.7 |
| 47 |  $PFE | PFIZER INC | $4.3M | 0.6% | -2% | 62 |
| 48 |  $ABBV | AbbVie Inc. | $3.7M | 0.5% | +5% | 72.6 |
| 49 |  $CAT | CATERPILLAR INC | $3.5M | 0.5% | -6% | 66.5 |
| 50 |  $LLY | ELI LILLY & Co | $3.0M | 0.4% | +0% | 87.5 |
| 51 |  $AXP | AMERICAN EXPRESS CO | $2.7M | 0.4% | -1% | 69.4 |
| 52 |  $NEE | NEXTERA ENERGY INC | $2.6M | 0.3% | +0% | 64.6 |
| 53 |  $DE | DEERE & CO | $2.6M | 0.3% | -1% | 55.4 |
| 54 |  $STT | STATE STREET CORP | $2.5M | 0.3% | -0% | 71.5 |
| 55 |  $BNY | Bank of New York Mellon Corp | $2.5M | 0.3% | -1% | 74.1 |
| 56 |  $CVX | CHEVRON CORP | $2.5M | 0.3% | -0% | 62.8 |
| 57 |  $KO | COCA COLA CO | $2.4M | 0.3% | -1% | 69.5 |
| 58 |  $PSX | Phillips 66 | $2.4M | 0.3% | +0% | 57.8 |
| 59 |  $MS | MORGAN STANLEY | $2.2M | 0.3% | -5% | 75.8 |
| 60 |  $GE | GENERAL ELECTRIC CO | $2.2M | 0.3% | +4% | 73.8 |
| 61 |  $ABT | ABBOTT LABORATORIES | $2.1M | 0.3% | +1% | 65.5 |
| 62 |  $V | VISA INC. | $2.0M | 0.3% | +0% | 82.9 |
| 63 |  $COP | CONOCOPHILLIPS | $2.0M | 0.3% | +0% | 70.2 |
| 64 |  $AMZN | AMAZON COM INC | $1.8M | 0.2% | -3% | 68.7 |
| 65 |  $NSC | NORFOLK SOUTHERN CORP | $1.7M | 0.2% | -2% | 63.2 |
| 66 |  $CSX | CSX CORP | $1.6M | 0.2% | -3% | 65.2 |
| 67 |  $GOOGL | Alphabet Inc. | $1.5M | 0.2% | -2% | 78.2 |
| 68 |  $GIS | GENERAL MILLS INC | $1.5M | 0.2% | -8% | 50.7 |
| 69 |  $RTX | RTX Corp | $1.5M | 0.2% | -1% | 73.2 |
| 70 |  $WMT | Walmart Inc. | $1.5M | 0.2% | -5% | 60.2 |
| 71 |  $TRMB | TRIMBLE INC. | $1.3M | 0.2% | -3% | 49.3 |
| 72 |  $ETN | Eaton Corp plc | $1.3M | 0.2% | -5% | — |
| 73 |  $NVDA | NVIDIA CORP | $1.2M | 0.2% | +0% | 85.9 |
| 74 |  $SPY | SPDR S&P 500 ETF TRUST | $1.0M | 0.1% | +0% | — |
| 75 |  $ES | EVERSOURCE ENERGY | $949,989 | 0.1% | +0% | 66.1 |
| 76 |  $DOV | DOVER Corp | $863,478 | 0.1% | +0% | 58.1 |
| 77 |  $HD | HOME DEPOT, INC. | $840,436 | 0.1% | -3% | 60.3 |
| 78 |  $VZ | VERIZON COMMUNICATIONS INC | $838,713 | 0.1% | +0% | 65.8 |
| 79 |  $ADSK | Autodesk, Inc. | $823,369 | 0.1% | -2% | 78.6 |
| 80 |  $GPC | GENUINE PARTS CO | $802,264 | 0.1% | +0% | 52.7 |
| 81 |  $KMB | KIMBERLY CLARK CORP | $783,209 | 0.1% | +0% | 58.7 |
| 82 |  $PNC | PNC FINANCIAL SERVICES GROUP, INC. | $748,509 | 0.1% | +0% | 73.7 |
| 83 |  $CCZ | COMCAST CORP | $728,546 | 0.1% | +0% | 59.5 |
| 84 |  $CI | Cigna Group | $725,038 | 0.1% | +6% | 66.2 |
| 85 |  $MCD | MCDONALDS CORP | $716,322 | 0.1% | +0% | 69 |
| 86 |  $ITW | ILLINOIS TOOL WORKS INC | $703,763 | 0.1% | +0% | 63.6 |
| 87 |  $DUK | Duke Energy CORP | $672,013 | 0.1% | +0% | 56.4 |
| 88 |  $GEV | GE Vernova Inc. | $655,572 | 0.1% | +20% | 81.1 |
| 89 |  $MA | Mastercard Inc | $500,760 | 0.1% | +0% | 85.1 |
| 90 |  $MCO | MOODYS CORP /DE/ | $498,212 | 0.1% | +0% | 79.1 |
| 91 |  $TFC | TRUIST FINANCIAL CORP | $496,955 | 0.1% | +0% | 76.4 |
| 92 |  $SO | SOUTHERN CO | $488,121 | 0.1% | +0% | 62 |
| 93 | — | ISHARES SEMICONDUCTOR ETF - ETF | $480,570 | 0.1% | +0% | — |
| 94 |  $COST | COSTCO WHOLESALE CORP /NEW | $477,090 | 0.1% | -16% | 66.2 |
| 95 |  $UNH | UNITEDHEALTH GROUP INC | $471,740 | 0.1% | -25% | 62.7 |
| 96 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $457,171 | 0.1% | +0% | — |
| 97 |  $SHW | SHERWIN WILLIAMS CO | $456,224 | 0.1% | +0% | 61.3 |
| 98 | — | VANGUARD RUSSELL 1000 ETF - ETF | $453,885 | 0.1% | +0% | — |
| 99 |  $T | AT&T INC. | $451,798 | 0.1% | +12% | 65.7 |
| 100 |  $TT | Trane Technologies plc | $414,048 | 0.1% | +0% | — |
| 101 | — | ISHARES CORE S&P 500 ETF - ETF | $411,890 | 0.1% | +0% | — |
| 102 |  $PPG | PPG INDUSTRIES INC | $410,324 | 0.1% | +0% | 59.1 |
| 103 |  $BMY | BRISTOL MYERS SQUIBB CO | $386,054 | 0.1% | +0% | 70.4 |
| 104 |  $LOW | LOWES COMPANIES INC | $382,109 | 0.1% | +0% | 60.8 |
| 105 |  $PM | Philip Morris International Inc. | $376,655 | 0.1% | +0% | 75.9 |
| 106 |  $HON | HONEYWELL INTERNATIONAL INC | $365,965 | 0.1% | -50% | 65 |
| 107 |  $HONA | Honeywell Aerospace Inc. | $361,355 | 0.1% | NEW | — |
| 108 |  $ED | CONSOLIDATED EDISON INC | $331,890 | 0.0% | +0% | 67.3 |
| 109 |  $ORCL | ORACLE CORP | $322,410 | 0.0% | +0% | 66.2 |
| 110 |  $PH | Parker-Hannifin Corp | $293,436 | 0.0% | +0% | 65.8 |
| 111 |  $GOOG | Alphabet Inc. | $274,818 | 0.0% | +0% | 78.2 |
| 112 |  $AJG | Arthur J. Gallagher & Co. | $272,040 | 0.0% | +0% | 71.2 |
| 113 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $257,740 | 0.0% | +0% | — |
| 114 |  $MTB | M&T BANK CORP | $249,911 | 0.0% | +0% | 58.6 |
| 115 |  $AMP | AMERIPRISE FINANCIAL INC | $240,849 | 0.0% | +0% | 68.7 |
| 116 | — | ISHARES S&P MID CAP 400 INDEX - ETF | $237,113 | 0.0% | +0% | — |
| 117 |  $GL | GLOBE LIFE INC. | $233,177 | 0.0% | NEW | 66 |
| 118 |  $QQQX | Nuveen NASDAQ 100 Dynamic Overwrite Fund | $215,380 | 0.0% | NEW | — |
| 119 |  $LMT | LOCKHEED MARTIN CORP | $208,369 | 0.0% | +0% | 65.6 |
New Positions (3)
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