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