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, BP, and represent 20.55% of Wilkins Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: FISV, TECH, CPRT, IQV, AMT, ADP, AMZN, CLX, WY, MDT.
- Started 3 new stock positions in LMT, DOW, GLW.
- Reduced shares in these 10 stocks: NEM (-$8.5M), JNJ (-$7.8M), FFIV, SYY, WMB, BP, IT, NVS, SLB, MRK.
- Sold out of its positions in DEO, IT, IWF, QQQX.
- Wilkins Investment Counsel was a net seller of stock by $-11M.
- Wilkins Investment Counsel has $698M in assets under management (AUM), dropping by 1.79%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Newmont Stock (NEM) | 5.9 | $41M | -17% | 379k | 108.25 |
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| Merck Stock (MRK) | 4.3 | $30M | 247k | 120.29 |
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| Corteva Stock (CTVA) | 3.8 | $27M | 318k | 83.71 |
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| Chubb Stock (CB) | 3.5 | $24M | 75k | 325.93 |
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| BP Adr (BP) | 3.1 | $22M | -6% | 463k | 47.00 |
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| Williams Cos Stock (WMB) | 3.0 | $21M | -7% | 289k | 72.78 |
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| 3M Stock (MMM) | 2.9 | $21M | 142k | 145.23 |
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| Procter & Gamble Stock (PG) | 2.8 | $20M | 138k | 144.44 |
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| Northern Trust Stock (NTRS) | 2.8 | $19M | 139k | 139.57 |
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| International Business Machines Stock (IBM) | 2.7 | $19M | 77k | 242.39 |
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| Automatic Data Processing Stock (ADP) | 2.5 | $18M | +10% | 86k | 203.18 |
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| Medtronic Stock (MDT) | 2.5 | $18M | +2% | 201k | 86.65 |
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| Novartis Adr (NVS) | 2.5 | $17M | -3% | 113k | 152.75 |
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| Pepsico Stock (PEP) | 2.4 | $17M | +2% | 110k | 155.29 |
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| International Flavors & Fragrances Stock (IFF) | 2.4 | $17M | 231k | 72.55 |
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| Johnson & Johnson Stock (JNJ) | 2.3 | $16M | -32% | 67k | 244.44 |
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| Illumina Stock (ILMN) | 2.3 | $16M | 132k | 123.26 |
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| Emerson Electric Stock (EMR) | 2.2 | $15M | 118k | 131.02 |
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| United Parcel Service Stock (UPS) | 2.1 | $15M | 151k | 98.38 |
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| SLB Stock (SLB) | 2.0 | $14M | -3% | 277k | 51.39 |
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| Iqvia Stock (IQV) | 2.0 | $14M | +19% | 82k | 170.54 |
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| Weyerhaeuser Reit (WY) | 1.8 | $13M | +4% | 527k | 24.43 |
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| Fortinet Stock (FTNT) | 1.8 | $12M | 151k | 81.72 |
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| Qnity Electronics Stock (Q) | 1.5 | $11M | 93k | 115.38 |
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| Fiserv Stock (FISV) | 1.5 | $11M | +61% | 189k | 55.80 |
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| Corpay Stock (CPAY) | 1.4 | $9.9M | 34k | 290.99 |
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| Colgate-palmolive Stock (CL) | 1.4 | $9.6M | 113k | 85.23 |
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| Texas Instruments Stock (TXN) | 1.4 | $9.5M | 49k | 194.14 |
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| Sysco Stock (SYY) | 1.4 | $9.5M | -27% | 134k | 71.33 |
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| Copart Stock (CPRT) | 1.3 | $9.3M | +46% | 280k | 33.20 |
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| Bio-techne Stock (TECH) | 1.3 | $9.1M | +68% | 174k | 52.26 |
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| Berkshire Hathaway Cl B Stock (BRK.B) | 1.3 | $8.8M | 18k | 479.20 |
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| American Tower Reit (AMT) | 1.2 | $8.7M | +24% | 50k | 172.58 |
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| Exxon Mobil Stock (XOM) | 1.2 | $8.7M | 51k | 169.66 |
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| Dupont Stock (DD) | 1.1 | $7.9M | 173k | 45.80 |
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| Fastenal Stock (FAST) | 1.1 | $7.9M | 169k | 46.40 |
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| Clorox Stock (CLX) | 0.9 | $6.4M | +12% | 62k | 103.63 |
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| Microsoft Stock (MSFT) | 0.9 | $6.2M | +6% | 17k | 370.17 |
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| Hershey Company Stock (HSY) | 0.9 | $6.0M | 29k | 207.89 |
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| Cisco Systems Stock (CSCO) | 0.8 | $5.7M | 74k | 77.59 |
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| J.p. Morgan Chase Stock (JPM) | 0.8 | $5.6M | 19k | 294.16 |
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| Walt Disney Stock (DIS) | 0.8 | $5.5M | +2% | 57k | 96.38 |
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| Apple Stock (AAPL) | 0.8 | $5.4M | -6% | 21k | 253.79 |
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| Pfizer Stock (PFE) | 0.7 | $5.1M | 181k | 28.08 |
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| Union Pacific Stock (UNP) | 0.7 | $4.7M | 19k | 242.62 |
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| F5 Networks Stock (FFIV) | 0.5 | $3.7M | -51% | 13k | 289.33 |
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| Accenture Stock (ACN) | 0.5 | $3.2M | 16k | 198.29 |
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| Abbvie Stock (ABBV) | 0.4 | $3.1M | 14k | 217.49 |
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| Chevron Stock (CVX) | 0.4 | $3.1M | 15k | 206.90 |
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| Nextera Energy Stock (NEE) | 0.4 | $2.8M | 30k | 92.88 |
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| Conocophillips Stock (COP) | 0.4 | $2.6M | 20k | 132.00 |
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| Phillips 66 Stock (PSX) | 0.4 | $2.6M | 14k | 182.18 |
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| Caterpillar Stock (CAT) | 0.4 | $2.5M | -6% | 3.5k | 708.46 |
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| American Express Stock (AXP) | 0.3 | $2.4M | +2% | 8.0k | 302.48 |
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| Abbott Laboratories Stock (ABT) | 0.3 | $2.4M | 23k | 102.67 |
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| Deere & Co Stock (DE) | 0.3 | $2.3M | 4.1k | 563.30 |
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| Coca Cola Stock (KO) | 0.3 | $2.3M | 30k | 76.05 |
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| Eli Lilly Stock (LLY) | 0.3 | $2.3M | -10% | 2.5k | 919.77 |
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| Bank New York Mellon Corp Stock (BK) | 0.3 | $2.1M | -6% | 17k | 118.63 |
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| State Street Stock (STT) | 0.3 | $1.9M | 15k | 126.56 |
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| Morgan Stanley Stock (MS) | 0.3 | $1.8M | 11k | 164.57 |
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| Visa Stock (V) | 0.3 | $1.8M | 6.0k | 302.24 |
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| General Mills Stock (GIS) | 0.3 | $1.7M | -2% | 47k | 37.22 |
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| Trimble Stock (TRMB) | 0.2 | $1.7M | 27k | 65.23 |
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| Wal-mart Stores Stock (WMT) | 0.2 | $1.7M | -18% | 14k | 124.28 |
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| Norfolk Southern Stock (NSC) | 0.2 | $1.6M | 5.5k | 287.00 |
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| General Electric Stock (GE) | 0.2 | $1.6M | 5.6k | 283.77 |
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| Amazon Stock (AMZN) | 0.2 | $1.6M | +157% | 7.6k | 208.27 |
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| Raytheon Technologies Stock (RTX) | 0.2 | $1.5M | 7.9k | 192.90 |
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| Csx Corp Stock (CSX) | 0.2 | $1.4M | 34k | 41.05 |
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| Alphabet Cl C Stock (GOOG) | 0.2 | $1.3M | 4.5k | 286.86 |
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| Eaton Corp Stock (ETN) | 0.2 | $1.1M | 3.2k | 357.67 |
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| Autodesk Stock (ADSK) | 0.1 | $1.0M | 4.3k | 239.40 |
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| Nvidia Corporation Stock (NVDA) | 0.1 | $1.0M | 5.8k | 174.40 |
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| Verizon Stock (VZ) | 0.1 | $994k | 20k | 50.20 |
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| Eversource Energy Stock (ES) | 0.1 | $911k | 13k | 69.28 |
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| State Street Spdr S&p 500 Etf Etf (SPY) | 0.1 | $906k | -4% | 1.4k | 650.34 |
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| Comcast Corp Stock (CMCSA) | 0.1 | $852k | 30k | 28.71 |
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| Mcdonald's Stock (MCD) | 0.1 | $824k | 2.7k | 310.79 |
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| Home Depot Stock (HD) | 0.1 | $808k | 2.5k | 328.89 |
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| Dover Corp Stock (DOV) | 0.1 | $803k | 3.9k | 208.45 |
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| Honeywell International Stock (HON) | 0.1 | $739k | +15% | 3.3k | 226.03 |
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| Genuine Parts Stock (GPC) | 0.1 | $719k | 6.8k | 105.75 |
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| Duke Energy Stock (DUK) | 0.1 | $695k | 5.3k | 130.94 |
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| Kimberly-clark Corp Stock (KMB) | 0.1 | $688k | +12% | 7.1k | 96.47 |
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| Illinois Tool Works Stock (ITW) | 0.1 | $677k | 2.6k | 260.29 |
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| The Cigna Group Stock (CI) | 0.1 | $659k | 2.5k | 266.75 |
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| Pnc Finl Svcs Group Stock (PNC) | 0.1 | $633k | 3.0k | 208.09 |
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| Costco Stock (COST) | 0.1 | $608k | 610.00 | 996.43 |
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| At&t Stock (T) | 0.1 | $564k | 19k | 28.99 |
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| Southern Stock (SO) | 0.1 | $492k | 5.1k | 96.52 |
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| Mastercard Incorporated Cl A Stock (MA) | 0.1 | $487k | 975.00 | 499.66 |
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| Moodys Corp Stock (MCO) | 0.1 | $480k | 1.1k | 436.25 |
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| Truist Finl Corp Stock (TFC) | 0.1 | $459k | 10k | 45.97 |
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| Sherwin Williams Stock (SHW) | 0.1 | $425k | 1.3k | 320.55 |
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| Lowe's Companies Stock (LOW) | 0.1 | $410k | 1.7k | 236.28 |
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| Unitedhealth Group Stock (UNH) | 0.1 | $409k | -25% | 1.5k | 270.59 |
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| Bristol-myers Squibb Stock (BMY) | 0.1 | $406k | 6.7k | 60.65 |
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| Ge Vernova Stock (GEV) | 0.1 | $406k | +13% | 465.00 | 872.90 |
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| State Street Spdr S&p Midcap 400 Etf Trust Etf (MDY) | 0.1 | $401k | 650.00 | 616.76 |
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| Vanguard Russell 1000 Etf Etf (VONE) | 0.1 | $396k | 1.3k | 295.12 |
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| Ppg Inds Stock (PPG) | 0.1 | $362k | 3.4k | 106.88 |
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| Ishares Core S&p 500 Etf Etf (IVV) | 0.1 | $359k | 550.00 | 653.21 |
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| Trane Technologies Stock (TT) | 0.1 | $351k | -5% | 843.00 | 416.74 |
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| Philip Morris Intl Stock (PM) | 0.0 | $344k | 2.1k | 165.34 |
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| Consolidated Edison Stock (ED) | 0.0 | $340k | 3.0k | 113.18 |
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| Oracle Stock (ORCL) | 0.0 | $324k | -4% | 2.2k | 147.11 |
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| Corning Stock (GLW) | 0.0 | $279k | NEW | 2.1k | 135.97 |
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| Parker-hannifin Corp Stock (PH) | 0.0 | $269k | 300.00 | 895.24 |
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| Amgen Stock (AMGN) | 0.0 | $264k | 751.00 | 351.85 |
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| Dow Stock (DOW) | 0.0 | $259k | NEW | 6.2k | 41.65 |
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| Gallagher Arthur J & Co Stock (AJG) | 0.0 | $257k | 1.2k | 216.58 |
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| Lockheed Martin Corp Stock (LMT) | 0.0 | $247k | NEW | 409.00 | 604.39 |
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| Ishares Semiconductor Etf Etf (SOXX) | 0.0 | $247k | 750.00 | 328.66 |
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| Ameriprise Finl Stock (AMP) | 0.0 | $233k | 525.00 | 444.40 |
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| Alphabet Inc Cap Stk Cl A Stock (GOOGL) | 0.0 | $221k | 769.00 | 287.56 |
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| M&t Bank Corp Stock (MTB) | 0.0 | $217k | 1.1k | 206.72 |
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| Ishares S&p Mid Cap 400 Index Etf (IJH) | 0.0 | $208k | 3.1k | 67.53 |
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| Invesco Qqq Trust Series I Etf (QQQ) | 0.0 | $202k | 350.00 | 577.18 |
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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 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
- Wilkins Investment Counsel 2022 Q2 filed Aug. 8, 2022