Wilkins Investment Counsel
Latest statistics and disclosures from Wilkins Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NEM, MRK, CTVA, CB, NTRS, and represent 19.05% of Wilkins Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: DD (+$7.8M), Exxon Mobil Corp (+$7.0M), ACN, FISV, MDT, CPRT, TECH, IQV, CLX, HON.
- Started 6 new stock positions in HONA, GL, HON, Exxon Mobil Corp, DD, QQQX.
- Reduced shares in these 10 stocks: , Dupont De Nemours (-$7.9M), FTNT (-$5.7M), NTRS, TXN, ILMN, CSCO, Honeywell International, WMB, NEM.
- Sold out of its positions in AMGN, GLW, DOW, Dupont De Nemours, XOM, Honeywell International.
- Wilkins Investment Counsel was a net seller of stock by $-4.2M.
- Wilkins Investment Counsel has $742M in assets under management (AUM), dropping by 6.27%.
- Central Index Key (CIK): 0001276853
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Portfolio Holdings for Wilkins Investment Counsel
Wilkins Investment Counsel holds 119 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Newmont Stock (NEM) | 4.7 | $35M | 374k | 93.40 |
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| Merck Stock (MRK) | 4.2 | $31M | 245k | 128.50 |
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| Corteva Stock (CTVA) | 3.6 | $27M | 316k | 84.69 |
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| Chubb Stock (CB) | 3.4 | $25M | 74k | 340.74 |
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| Northern Trust Stock (NTRS) | 3.1 | $23M | -5% | 132k | 173.84 |
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| 3M Stock (MMM) | 3.1 | $23M | 141k | 161.91 |
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| Illumina Stock (ILMN) | 3.0 | $22M | -4% | 126k | 175.83 |
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| International Business Machines Stock (IBM) | 2.9 | $22M | 76k | 281.21 |
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| Williams Cos Stock (WMB) | 2.8 | $21M | -2% | 282k | 74.34 |
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| Procter & Gamble Stock (PG) | 2.7 | $20M | 137k | 146.64 |
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| Automatic Data Processing Stock (ADP) | 2.6 | $19M | 87k | 223.95 |
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| International Flavors & Fragrances Stock (IFF) | 2.4 | $18M | 229k | 79.22 |
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| Fortinet Stock (FTNT) | 2.4 | $18M | -24% | 114k | 153.62 |
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| Medtronic Stock (MDT) | 2.4 | $17M | +10% | 223k | 78.23 |
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| Novartis Adr (NVS) | 2.3 | $17M | 111k | 156.72 |
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| BP Adr (BP) | 2.3 | $17M | 459k | 36.95 |
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| Johnson & Johnson Stock (JNJ) | 2.3 | $17M | 67k | 253.97 |
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| Iqvia Stock (IQV) | 2.3 | $17M | +6% | 87k | 193.22 |
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| Emerson Electric Stock (EMR) | 2.3 | $17M | 117k | 143.15 |
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| United Parcel Service Stock (UPS) | 2.2 | $16M | 151k | 107.50 |
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| Pepsico Stock (PEP) | 2.0 | $15M | 110k | 135.40 |
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| Qnity Electronics Stock (Q) | 2.0 | $15M | -2% | 91k | 163.31 |
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| Texas Instruments Stock (TXN) | 1.8 | $14M | -7% | 45k | 298.07 |
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| Bio-techne Stock (TECH) | 1.8 | $13M | +8% | 189k | 70.65 |
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| SLB Stock (SLB) | 1.7 | $13M | 275k | 46.49 |
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| Weyerhaeuser Reit (WY) | 1.7 | $13M | 525k | 23.94 |
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| Fiserv Stock (FISV) | 1.6 | $12M | +28% | 243k | 49.05 |
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| Corpay Stock (CPAY) | 1.5 | $11M | 34k | 333.27 |
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| Sysco Stock (SYY) | 1.5 | $11M | -2% | 130k | 83.58 |
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| Colgate-palmolive Stock (CL) | 1.4 | $10M | 112k | 91.68 |
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| Berkshire Hathaway Inc Del Cl B Stock (BRK.B) | 1.2 | $9.2M | 18k | 500.39 |
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| Copart Stock (CPRT) | 1.2 | $9.0M | +14% | 321k | 28.19 |
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| American Tower Reit (AMT) | 1.1 | $8.4M | 51k | 163.57 |
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| Cisco Systems Stock (CSCO) | 1.1 | $7.9M | -9% | 67k | 117.46 |
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| Dupont Stock (DD) | 1.1 | $7.8M | NEW | 58k | 135.64 |
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| Fastenal Stock (FAST) | 1.0 | $7.7M | -4% | 161k | 48.03 |
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| Exxon Mobil Stock | 0.9 | $7.0M | NEW | 52k | 136.72 |
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| Accenture Stock (ACN) | 0.9 | $7.0M | +246% | 56k | 124.44 |
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| Clorox Stock (CLX) | 0.9 | $6.3M | +6% | 66k | 95.44 |
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| Apple Stock (AAPL) | 0.8 | $6.3M | +2% | 22k | 289.36 |
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| J.p. Morgan Chase Stock (JPM) | 0.8 | $6.2M | 19k | 327.33 |
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| Microsoft Stock (MSFT) | 0.8 | $6.1M | -2% | 16k | 373.02 |
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| Walt Disney Stock (DIS) | 0.7 | $5.5M | 57k | 96.25 |
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| Union Pacific Stock (UNP) | 0.7 | $5.2M | 19k | 272.00 |
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| F5 Networks Stock (FFIV) | 0.7 | $5.1M | -3% | 12k | 415.96 |
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| Hershey Company Stock (HSY) | 0.7 | $5.1M | 29k | 175.45 |
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| Pfizer Stock (PFE) | 0.6 | $4.3M | -2% | 177k | 24.08 |
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| Abbvie Stock (ABBV) | 0.5 | $3.7M | +4% | 15k | 251.64 |
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| Caterpillar Stock (CAT) | 0.5 | $3.5M | -5% | 3.3k | 1064.90 |
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| Eli Lilly Stock (LLY) | 0.4 | $3.0M | 2.5k | 1199.43 |
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| American Express Stock (AXP) | 0.4 | $2.7M | 8.0k | 338.25 |
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| Nextera Energy Stock (NEE) | 0.4 | $2.6M | 30k | 87.77 |
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| Deere & Co Stock (DE) | 0.3 | $2.6M | 4.0k | 634.33 |
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| State Street Stock (STT) | 0.3 | $2.5M | 15k | 169.60 |
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| Bank Of Ny Mellon Corp Stock (BNY) | 0.3 | $2.5M | 17k | 144.61 |
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| Chevron Stock (CVX) | 0.3 | $2.5M | 15k | 165.76 |
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| Coca Cola Stock (KO) | 0.3 | $2.4M | 30k | 81.27 |
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| Phillips 66 Stock (PSX) | 0.3 | $2.4M | 14k | 169.05 |
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| Morgan Stanley Stock (MS) | 0.3 | $2.2M | -4% | 11k | 209.04 |
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| General Electric Stock (GE) | 0.3 | $2.2M | +4% | 5.8k | 373.73 |
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| Abbott Laboratories Stock (ABT) | 0.3 | $2.1M | 24k | 90.74 |
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| Visa Stock (V) | 0.3 | $2.0M | 6.0k | 343.09 |
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| Conocophillips Stock (COP) | 0.3 | $2.0M | 20k | 103.96 |
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| Amazon Stock (AMZN) | 0.2 | $1.8M | -2% | 7.4k | 238.34 |
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| Norfolk Southern Stock (NSC) | 0.2 | $1.7M | 5.4k | 314.59 |
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| Csx Corp Stock (CSX) | 0.2 | $1.6M | -2% | 34k | 47.53 |
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| Alphabet Cl C Stock (GOOG) | 0.2 | $1.5M | -2% | 4.4k | 353.33 |
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| General Mills Stock (GIS) | 0.2 | $1.5M | -7% | 43k | 34.80 |
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| Raytheon Technologies Stock (RTX) | 0.2 | $1.5M | 7.9k | 189.73 |
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| Wal-mart Stores Stock (WMT) | 0.2 | $1.5M | -5% | 13k | 113.26 |
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| Trimble Stock (TRMB) | 0.2 | $1.3M | -2% | 26k | 51.18 |
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| Eaton Corp Stock (ETN) | 0.2 | $1.3M | -4% | 3.0k | 426.12 |
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| Nvidia Corporation Stock (NVDA) | 0.2 | $1.2M | 5.8k | 200.09 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 0.1 | $1.0M | 1.4k | 746.77 |
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| Eversource Energy Stock (ES) | 0.1 | $950k | 13k | 72.27 |
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| Dover Corp Stock (DOV) | 0.1 | $864k | 3.9k | 224.28 |
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| Home Depot Stock (HD) | 0.1 | $840k | -3% | 2.4k | 352.68 |
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| Verizon Stock (VZ) | 0.1 | $839k | 20k | 42.34 |
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| Autodesk Stock (ADSK) | 0.1 | $823k | -2% | 4.2k | 194.42 |
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| Genuine Parts Stock (GPC) | 0.1 | $802k | 6.8k | 117.98 |
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| Kimberly-clark Corp Stock (KMB) | 0.1 | $783k | 7.1k | 109.77 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $749k | 3.0k | 246.22 |
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| Comcast Corp Stock (CMCSA) | 0.1 | $729k | 30k | 24.55 |
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| The Cigna Group Stock (CI) | 0.1 | $725k | +6% | 2.6k | 275.68 |
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| Mcdonald's Stock (MCD) | 0.1 | $716k | 2.7k | 270.31 |
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| Illinois Tool Works Stock (ITW) | 0.1 | $704k | 2.6k | 270.47 |
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| Duke Energy Stock (DUK) | 0.1 | $672k | 5.3k | 126.58 |
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| Ge Vernova Stock (GEV) | 0.1 | $656k | +20% | 558.00 | 1174.86 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $501k | 975.00 | 513.60 |
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| Moodys Corp Stock (MCO) | 0.1 | $498k | 1.1k | 452.92 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $497k | 10k | 49.82 |
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| Southern Stock (SO) | 0.1 | $488k | 5.1k | 95.71 |
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| Ishares Semiconductor Etf Etf (SOXX) | 0.1 | $481k | 750.00 | 640.76 |
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| Costco Stock (COST) | 0.1 | $477k | -16% | 510.00 | 935.47 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $472k | -24% | 1.1k | 415.63 |
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| State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.1 | $457k | 650.00 | 703.34 |
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| Sherwin Williams Stock (SHW) | 0.1 | $456k | 1.3k | 344.32 |
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| Vanguard Russell 1000 Etf Etf (VONE) | 0.1 | $454k | 1.3k | 338.72 |
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| At&t Stock (T) | 0.1 | $452k | +12% | 22k | 20.70 |
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| Trane Technologies Stock (TT) | 0.1 | $414k | 843.00 | 491.16 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $412k | 550.00 | 748.89 |
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| Ppg Inds Stock (PPG) | 0.1 | $410k | 3.4k | 121.29 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $386k | 6.7k | 57.62 |
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| Lowe's Companies Stock (LOW) | 0.1 | $382k | 1.7k | 220.49 |
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| Philip Morris Intl Stock (PM) | 0.1 | $377k | 2.1k | 180.91 |
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| Honeywell International Stock (HON) | 0.0 | $366k | NEW | 1.6k | 223.83 |
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| Honeywell Aerospace Stock (HONA) | 0.0 | $361k | NEW | 1.6k | 221.01 |
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| Consolidated Edison Stock (ED) | 0.0 | $332k | 3.0k | 110.63 |
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| Oracle Stock (ORCL) | 0.0 | $322k | 2.2k | 146.55 |
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| Parker-hannifin Corp Stock (PH) | 0.0 | $293k | 300.00 | 978.12 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $275k | 769.00 | 357.37 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $272k | 1.2k | 229.57 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $258k | 350.00 | 736.40 |
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| M&t Bank Corp Stock (MTB) | 0.0 | $250k | 1.1k | 238.01 |
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| Ameriprise Finl Stock (AMP) | 0.0 | $241k | 525.00 | 458.76 |
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| Ishares S&p Mid Cap 400 Index Etf (IJH) | 0.0 | $237k | 3.1k | 77.11 |
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| Globe Life Stock (GL) | 0.0 | $233k | NEW | 1.3k | 178.68 |
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| Nuveen Nasdaq 100 Dynamic Over Cef (QQQX) | 0.0 | $215k | NEW | 7.1k | 30.14 |
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| Lockheed Martin Corp Stock (LMT) | 0.0 | $208k | 409.00 | 509.46 |
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Past Filings by Wilkins Investment Counsel
SEC 13F filings are viewable for Wilkins Investment Counsel going back to 2010
- Wilkins Investment Counsel 2026 Q2 filed Aug. 6, 2026
- Wilkins Investment Counsel 2026 Q1 filed May 7, 2026
- Wilkins Investment Counsel 2025 Q4 filed Feb. 2, 2026
- Wilkins Investment Counsel 2025 Q3 filed Oct. 30, 2025
- Wilkins Investment Counsel 2025 Q2 filed Aug. 7, 2025
- Wilkins Investment Counsel 2025 Q1 filed May 6, 2025
- Wilkins Investment Counsel 2024 Q4 filed Feb. 11, 2025
- Wilkins Investment Counsel 2024 Q3 filed Nov. 12, 2024
- Wilkins Investment Counsel 2024 Q2 filed Aug. 8, 2024
- Wilkins Investment Counsel 2024 Q1 filed May 9, 2024
- Wilkins Investment Counsel 2023 Q4 filed Feb. 12, 2024
- Wilkins Investment Counsel 2023 Q3 filed Nov. 9, 2023
- Wilkins Investment Counsel 2023 Q2 filed Aug. 7, 2023
- Wilkins Investment Counsel 2023 Q1 filed May 8, 2023
- Wilkins Investment Counsel 2022 Q4 filed Feb. 7, 2023
- Wilkins Investment Counsel 2022 Q3 filed Nov. 8, 2022