Wilkins Investment Counsel Inc Top Holdings and 13F Report (2026)

About Wilkins Investment Counsel Inc

Investment Activity

Wilkins Investment Counsel Inc has $698.18 million in total holdings as of March 31, 2026.
Wilkins Investment Counsel Inc owns shares of 119 different stocks, but just 36 companies or ETFs make up 80% of its holdings.
Approximately 3.15% of the portfolio was purchased this quarter.
About 4.72% of the portfolio was sold this quarter.
This quarter, Wilkins Investment Counsel Inc has purchased 120 new stocks and bought additional shares in 29 stocks.
Wilkins Investment Counsel Inc sold shares of 41 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Newmont: $40,986,698
Merck & Co., Inc.: $29,681,317
Corteva: $26,652,511
Chubb: $24,356,423
BP: $21,777,074

Largest New Holdings this Quarter

219350105 - Corning: $278,739 Holding
260557103 - DOW: $259,146 Holding
539830109 - Lockheed Martin: $247,196 Holding

Largest Purchases this Quarter

FISERV: 71,548 shares (about $3.99M)
Bio-Techne: 70,847 shares (about $3.70M)
Copart: 88,847 shares (about $2.95M)
IQVIA: 13,606 shares (about $2.32M)
American Tower: 9,959 shares (about $1.72M)

Largest Sales this Quarter

Newmont: 78,325 shares (about $8.48M)
Johnson & Johnson: 31,856 shares (about $7.79M)
F5: 13,295 shares (about $3.85M)
Sysco: 49,449 shares (about $3.53M)
Williams Companies: 22,110 shares (about $1.61M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NEM Newmont	$40,986,698	$8,478,681 â–¼	-17.1%	378,630	5.9%	Basic Materials
MRK Merck & Co., Inc.	$29,681,317	$434,006 â–¼	-1.4%	246,748	4.3%	Medical
CTVA Corteva	$26,652,511	$175,707 â–²	0.7%	318,391	3.8%	Consumer Staples
CB Chubb	$24,356,423	$240,536 â–¼	-1.0%	74,729	3.5%	Finance
BP BP	$21,777,074	$1,595,650 â–¼	-6.8%	463,342	3.1%	Energy
WMB Williams Companies	$21,057,437	$1,609,166 â–¼	-7.1%	289,330	3.0%	Energy
MMM 3M	$20,576,041	$9,730 â–¼	0.0%	141,679	2.9%	Multi-Sector Conglomerates
PG Procter & Gamble	$19,879,566	$139,385 â–²	0.7%	137,632	2.8%	Consumer Staples
NTRS Northern Trust	$19,410,419	$192,327 â–¼	-1.0%	139,073	2.8%	Finance
IBM International Business Machines	$18,609,007	$39,267 â–¼	-0.2%	76,773	2.7%	Computer and Technology
ADP Automatic Data Processing	$17,504,160	$1,700,617 â–²	10.8%	86,151	2.5%	Computer and Technology
MDT Medtronic	$17,453,130	$439,402 â–²	2.6%	201,421	2.5%	Medical
NVS Novartis	$17,211,412	$570,521 â–¼	-3.2%	112,677	2.5%	Medical
PEP PepsiCo	$17,078,794	$413,848 â–²	2.5%	109,980	2.4%	Consumer Staples
IFF International Flavors & Fragrances	$16,734,673	$250,297 â–²	1.5%	230,664	2.4%	Basic Materials
JNJ Johnson & Johnson	$16,400,457	$7,786,880 â–¼	-32.2%	67,094	2.3%	Medical
ILMN Illumina	$16,219,167	$32,664 â–²	0.2%	131,585	2.3%	Medical
EMR Emerson Electric	$15,401,139	$49,133 â–¼	-0.3%	117,548	2.2%	Industrials
UPS United Parcel Service	$14,862,463	$197,350 â–¼	-1.3%	151,072	2.1%	Transportation
SLB SLB	$14,225,266	$553,676 â–¼	-3.7%	276,810	2.0%	Energy
IQV IQVIA	$13,978,993	$2,320,367 â–²	19.9%	81,969	2.0%	Medical
WY Weyerhaeuser	$12,881,084	$518,771 â–²	4.2%	527,265	1.8%	Construction
FTNT Fortinet	$12,366,116	$58,920 â–¼	-0.5%	151,323	1.8%	Computer and Technology
QNITY ELECTRONICS	$10,779,146	$4,615 â–¼	0.0%	93,423	1.5%	Stock
FISERV	$10,529,739	$3,992,378 â–²	61.1%	188,705	1.5%	Stock
CORPAY INC	$9,876,492	$17,459 â–¼	-0.2%	33,941	1.4%	Stock
CL Colgate-Palmolive	$9,636,871	$98,867 â–²	1.0%	113,069	1.4%	Consumer Staples
TXN Texas Instruments	$9,539,263	$9,707 â–¼	-0.1%	49,136	1.4%	Computer and Technology
SYY Sysco	$9,524,552	$3,527,197 â–¼	-27.0%	133,528	1.4%	Consumer Staples
CPRT Copart	$9,300,714	$2,949,720 â–²	46.4%	280,142	1.3%	Business Services
TECH Bio-Techne	$9,099,250	$3,702,464 â–²	68.6%	174,115	1.3%	Medical
BRK.B Berkshire Hathaway	$8,785,653		0.0%	18,334	1.3%	Finance
AMT American Tower	$8,704,763	$1,718,724 â–²	24.6%	50,439	1.2%	Finance
XOM ExxonMobil	$8,704,746	$2,206 â–¼	0.0%	51,307	1.2%	Energy
DD DuPont de Nemours	$7,934,438	$16,946 â–²	0.2%	173,241	1.1%	Basic Materials
FAST Fastenal	$7,853,432	$111,360 â–²	1.4%	169,255	1.1%	Retail/Wholesale
CLX Clorox	$6,434,801	$728,519 â–²	12.8%	62,094	0.9%	Consumer Staples
MSFT Microsoft	$6,189,242	$399,043 â–²	6.9%	16,720	0.9%	Computer and Technology
HSY Hershey	$6,027,771	$69,643 â–¼	-1.1%	28,995	0.9%	Consumer Staples
CSCO Cisco Systems	$5,705,891	$12,647 â–¼	-0.2%	73,539	0.8%	Computer and Technology
JPM JPMorgan Chase & Co.	$5,604,925	$33,828 â–²	0.6%	19,054	0.8%	Finance
DIS Walt Disney	$5,527,586	$109,584 â–²	2.0%	57,352	0.8%	Consumer Discretionary
AAPL Apple	$5,389,992	$350,230 â–¼	-6.1%	21,238	0.8%	Computer and Technology
PFE Pfizer	$5,081,778	$45,490 â–²	0.9%	180,975	0.7%	Medical
UNP Union Pacific	$4,696,153		0.0%	19,356	0.7%	Transportation
FFIV F5	$3,681,724	$3,846,642 â–¼	-51.1%	12,725	0.5%	Computer and Technology
ACN Accenture	$3,223,601	$4,957 â–²	0.2%	16,257	0.5%	Computer and Technology
ABBV AbbVie	$3,084,443	$45,673 â–¼	-1.5%	14,182	0.4%	Medical
CVX Chevron	$3,078,465	$15,517 â–¼	-0.5%	14,879	0.4%	Energy
NEE NextEra Energy	$2,785,007		0.0%	29,985	0.4%	Utilities
COP ConocoPhillips	$2,590,500		0.0%	19,625	0.4%	Energy
PSX Phillips 66	$2,562,908	$9,109 â–¼	-0.4%	14,068	0.4%	Energy
CAT Caterpillar	$2,499,447	$180,657 â–¼	-6.7%	3,528	0.4%	Industrials
AXP American Express	$2,423,470	$54,446 â–²	2.3%	8,012	0.3%	Finance
ABT Abbott Laboratories	$2,387,386		0.0%	23,253	0.3%	Medical
DE Deere & Company	$2,306,714		0.0%	4,095	0.3%	Industrials
KO CocaCola	$2,290,550	$15,286 â–¼	-0.7%	30,119	0.3%	Consumer Staples
LLY Eli Lilly and Company	$2,284,709	$257,536 â–¼	-10.1%	2,484	0.3%	Medical
BK BNY	$2,057,637	$142,356 â–¼	-6.5%	17,345	0.3%	Finance
STT State Street	$1,892,072		0.0%	14,950	0.3%	Finance
MS Morgan Stanley	$1,834,791	$24,686 â–¼	-1.3%	11,149	0.3%	Finance
V Visa	$1,801,653		0.0%	5,961	0.3%	Business Services
GIS General Mills	$1,748,968	$50,619 â–¼	-2.8%	46,990	0.3%	Consumer Staples
TRMB Trimble	$1,741,641	$29,354 â–²	1.7%	26,700	0.2%	Industrials
WAL-MART STORES	$1,678,526	$375,947 â–¼	-18.3%	13,506	0.2%	Stock
NSC Norfolk Southern	$1,589,119	$7,175 â–¼	-0.4%	5,537	0.2%	Transportation
GE GE Aerospace	$1,583,720	$24,120 â–²	1.5%	5,581	0.2%	Aerospace
AMZN Amazon.com	$1,574,521	$963,665 â–²	157.8%	7,560	0.2%	Retail/Wholesale
RTX RTX	$1,526,032	$2,701 â–¼	-0.2%	7,911	0.2%	Aerospace
CSX CSX	$1,412,120	$8,210 â–¼	-0.6%	34,400	0.2%	Transportation
GOOG Alphabet	$1,283,125	$14,343 â–¼	-1.1%	4,473	0.2%	Computer and Technology
ETN Eaton	$1,141,325		0.0%	3,191	0.2%	Industrials
ADSK Autodesk	$1,037,799		0.0%	4,335	0.1%	Computer and Technology
NVDA NVIDIA	$1,019,368		0.0%	5,845	0.1%	Computer and Technology
VZ Verizon Communications	$994,412		0.0%	19,809	0.1%	Computer and Technology
ES Eversource Energy	$910,686		0.0%	13,145	0.1%	Utilities
SPY SPDR S&P 500 ETF Trust	$905,924	$39,020 â–¼	-4.1%	1,393	0.1%	Finance
CMCSA Comcast	$851,998		0.0%	29,676	0.1%	Consumer Discretionary
MCD McDonald's	$823,594		0.0%	2,650	0.1%	Retail/Wholesale
HD Home Depot	$808,412		0.0%	2,458	0.1%	Retail/Wholesale
DOV Dover	$802,533		0.0%	3,850	0.1%	Industrials
HON Honeywell International	$738,892	$96,967 â–²	15.1%	3,269	0.1%	Multi-Sector Conglomerates
GPC Genuine Parts	$719,100		0.0%	6,800	0.1%	Retail/Wholesale
DUK Duke Energy	$695,160		0.0%	5,309	0.1%	Utilities
KIMBERLY-CLARK CORP COM	$688,313	$77,176 â–²	12.6%	7,135	0.1%	Stock
ITW Illinois Tool Works	$677,275		0.0%	2,602	0.1%	Industrials
CI Cigna Group	$659,406		0.0%	2,472	0.1%	Medical
PNC The PNC Financial Services Group	$632,594		0.0%	3,040	0.1%	Finance
COST Costco Wholesale	$607,822		0.0%	610	0.1%	Retail/Wholesale
T AT&T	$563,595		0.0%	19,441	0.1%	Computer and Technology
SO Southern	$492,252		0.0%	5,100	0.1%	Utilities
MA Mastercard	$487,169		0.0%	975	0.1%	Business Services
MCO Moody's	$479,875		0.0%	1,100	0.1%	Finance
TFC Truist Financial	$458,551		0.0%	9,975	0.1%	Finance
SHW Sherwin-Williams	$424,729		0.0%	1,325	0.1%	Basic Materials
LOW Lowe's Companies	$409,473		0.0%	1,733	0.1%	Retail/Wholesale
UNH UnitedHealth Group	$408,591	$139,354 â–¼	-25.4%	1,510	0.1%	Medical
BMY Bristol Myers Squibb	$406,355		0.0%	6,700	0.1%	Medical
GE VERNOVA INC COM	$405,899	$48,882 â–²	13.7%	465	0.1%	Stock
MDY SPDR S&P MidCap 400 ETF Trust	$400,894		0.0%	650	0.1%	ETF

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Wilkins Investment Counsel Inc Top Holdings and 13F Report (2026)

About Wilkins Investment Counsel Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Wilkins Investment Counsel Inc Top Holdings and 13F Report (2026)

About Wilkins Investment Counsel Inc

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofWilkins Investment Counsel Inc

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools