Wilkins Investment Counsel Inc Top Holdings and 13F Report (2026) About Wilkins Investment Counsel IncInvestment ActivityWilkins Investment Counsel Inc has $741.97 million in total holdings as of June 30, 2026.Wilkins Investment Counsel Inc owns shares of 119 different stocks, but just 36 companies or ETFs make up 80% of its holdings.Approximately 4.01% of the portfolio was purchased this quarter.About 4.58% of the portfolio was sold this quarter.This quarter, Wilkins Investment Counsel Inc has purchased 119 new stocks and bought additional shares in 19 stocks.Wilkins Investment Counsel Inc sold shares of 53 stocks and completely divested from 6 stocks this quarter.Largest Holdings Newmont $34,891,438Merck & Co., Inc. $31,414,524Corteva $26,738,411Chubb $25,364,345Northern Trust $22,959,223 Largest New Holdings this Quarter 26614N201 - DUPONT $7,803,379 Holding30233Q108 - EXXON MOBIL $7,047,643 Holding438516205 - HONEYWELL INTERNATIONAL $365,965 Holding43849R105 - HONEYWELL AEROSPACE INC COM $361,355 Holding37959E102 - Globe Life $233,177 Holding Largest Purchases this Quarter DUPONT 57,530 shares (about $7.80M)EXXON MOBIL 51,548 shares (about $7.05M)Accenture 40,071 shares (about $4.99M)FISERV 54,309 shares (about $2.66M)Medtronic 21,536 shares (about $1.68M) Largest Sales this Quarter Fortinet 37,178 shares (about $5.71M)Northern Trust 7,002 shares (about $1.22M)Texas Instruments 3,844 shares (about $1.15M)Illumina 5,310 shares (about $933.66K)Cisco Systems 6,704 shares (about $787.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWilkins Investment Counsel Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNEMNewmont$34,891,438$472,604 â–¼-1.3%373,5704.7%MaterialsMRKMerck & Co., Inc.$31,414,524$292,595 â–¼-0.9%244,4714.2%HealthcareCTVACorteva$26,738,411$226,122 â–¼-0.8%315,7213.6%MaterialsCBChubb$25,364,345$98,815 â–¼-0.4%74,4393.4%FinanceNTRSNorthern Trust$22,959,223$1,217,228 â–¼-5.0%132,0713.1%FinanceMMM3M$22,873,673$65,574 â–¼-0.3%141,2743.1%IndustrialsILMNIllumina$22,202,933$933,657 â–¼-4.0%126,2753.0%HealthcareIBMInternational Business Machines$21,486,694$102,642 â–¼-0.5%76,4082.9%TechnologyWMBWilliams Companies$20,954,959$553,833 â–¼-2.6%281,8802.8%EnergyPGProcter & Gamble$20,013,427$168,929 â–¼-0.8%136,4802.7%Consumer StaplesADPAutomatic Data Processing$19,370,331$76,815 â–²0.4%86,4942.6%IndustrialsIFFInternational Flavors & Fragrances$18,166,017$107,185 â–¼-0.6%229,3112.4%MaterialsFTNTFortinet$17,534,955$5,711,284 â–¼-24.6%114,1452.4%TechnologyMDTMedtronic$17,441,926$1,684,761 â–²10.7%222,9572.4%HealthcareNVSNovartis$17,406,420$252,319 â–¼-1.4%111,0672.3%HealthcareBPBP$16,968,068$152,419 â–¼-0.9%459,2172.3%EnergyJNJJohnson & Johnson$16,964,434$75,429 â–¼-0.4%66,7972.3%HealthcareIQVIQVIA$16,796,035$957,985 â–²6.0%86,9272.3%HealthcareEMREmerson Electric$16,712,476$114,520 â–¼-0.7%116,7482.3%IndustrialsUPSUnited Parcel Service$16,198,315$41,925 â–¼-0.3%150,6822.2%IndustrialsPEPPepsiCo$14,845,256$46,036 â–¼-0.3%109,6402.0%Consumer StaplesQNITY ELECTRONICS$14,840,633$416,277 â–¼-2.7%90,8742.0%StockTXNTexas Instruments$13,500,186$1,145,781 â–¼-7.8%45,2921.8%TechnologyTECHBio-Techne$13,381,958$1,080,733 â–²8.8%189,4121.8%HealthcareSLBSLB$12,759,878$109,019 â–¼-0.8%274,4651.7%EnergyWYWeyerhaeuser$12,572,450$50,274 â–¼-0.4%525,1651.7%Real EstateFISERV$11,919,837$2,663,857 â–²28.8%243,0141.6%StockCORPAY INC$11,189,874$121,644 â–¼-1.1%33,5761.5%StockSYYSysco$10,856,373$303,897 â–¼-2.7%129,8921.5%Consumer StaplesCLColgate-Palmolive$10,269,902$96,264 â–¼-0.9%112,0191.4%Consumer StaplesBRK.BBerkshire Hathaway$9,174,1500.0%18,3341.2%FinanceCPRTCopart$9,042,563$1,145,360 â–²14.5%320,7721.2%IndustrialsAMTAmerican Tower$8,381,981$131,674 â–²1.6%51,2441.1%Real EstateCSCOCisco Systems$7,850,439$787,452 â–¼-9.1%66,8351.1%TechnologyDUPONT$7,803,379$7,803,379 â–²New Holding57,5301.1%StockFASTFastenal$7,737,633$391,685 â–¼-4.8%161,1001.0%IndustrialsEXXON MOBIL$7,047,643$7,047,643 â–²New Holding51,5480.9%StockACNAccenture$7,009,456$4,986,435 â–²246.5%56,3280.9%TechnologyCLXClorox$6,321,373$395,122 â–²6.7%66,2340.9%Consumer StaplesAAPLApple$6,288,661$143,233 â–²2.3%21,7330.8%TechnologyJPMJPMorgan Chase & Co.$6,162,969$73,977 â–¼-1.2%18,8280.8%FinanceMSFTMicrosoft$6,102,607$134,287 â–¼-2.2%16,3600.8%TechnologyDISWalt Disney$5,522,536$2,406 â–²0.0%57,3770.7%Communication ServicesUNPUnion Pacific$5,228,928$35,904 â–¼-0.7%19,2240.7%IndustrialsFFIVF5$5,110,069$183,022 â–¼-3.5%12,2850.7%TechnologyHSYHershey$5,095,945$8,772 â–²0.2%29,0450.7%Consumer StaplesPFEPfizer$4,256,405$101,473 â–¼-2.3%176,7610.6%HealthcareABBVAbbVie$3,732,324$163,566 â–²4.6%14,8320.5%HealthcareCATCaterpillar$3,540,793$216,175 â–¼-5.8%3,3250.5%IndustrialsLLYEli Lilly and Company$2,979,3840.0%2,4840.4%HealthcareAXPAmerican Express$2,693,147$16,913 â–¼-0.6%7,9620.4%FinanceNEENextEra Energy$2,631,7830.0%29,9850.4%UtilitiesDEDeere & Company$2,562,693$34,888 â–¼-1.3%4,0400.3%IndustrialsSTTState Street$2,527,040$8,480 â–¼-0.3%14,9000.3%FinanceBANK OF NY MELLON CORP COM$2,479,338$28,922 â–¼-1.2%17,1450.3%StockCVXChevron$2,458,055$8,288 â–¼-0.3%14,8290.3%EnergyKOCocaCola$2,435,418$12,353 â–¼-0.5%29,9670.3%Consumer StaplesPSXPhillips 66$2,378,1950.0%14,0680.3%EnergyMSMorgan Stanley$2,215,615$114,972 â–¼-4.9%10,5990.3%FinanceGEGE Aerospace$2,172,119$86,332 â–²4.1%5,8120.3%IndustrialsABTAbbott Laboratories$2,137,562$27,585 â–²1.3%23,5570.3%HealthcareVVisa$2,046,875$1,715 â–²0.1%5,9660.3%FinanceCOPConocoPhillips$2,040,2150.0%19,6250.3%EnergyAMZNAmazon.com$1,754,182$47,668 â–¼-2.6%7,3600.2%Consumer DiscretionaryNSCNorfolk Southern$1,710,426$31,459 â–¼-1.8%5,4370.2%IndustrialsCSXCSX$1,589,879$45,154 â–¼-2.8%33,4500.2%IndustrialsGOOGAlphabet$1,545,112$35,333 â–¼-2.2%4,3730.2%Communication ServicesGISGeneral Mills$1,511,712$123,540 â–¼-7.6%43,4400.2%Consumer StaplesRTXRTX$1,489,950$11,004 â–¼-0.7%7,8530.2%IndustrialsWAL-MART STORES$1,450,408$79,282 â–¼-5.2%12,8060.2%StockTRMBTrimble$1,325,562$40,944 â–¼-3.0%25,9000.2%TechnologyETNEaton$1,295,831$63,918 â–¼-4.7%3,0410.2%IndustrialsNVDANVIDIA$1,169,5260.0%5,8450.2%TechnologySPYSPDR S&P 500 ETF Trust$1,040,2510.0%1,3930.1%ETFESEversource Energy$949,9890.0%13,1450.1%UtilitiesDOVDover$863,4780.0%3,8500.1%IndustrialsHDHome Depot$840,436$26,451 â–¼-3.1%2,3830.1%Consumer DiscretionaryVZVerizon Communications$838,7130.0%19,8090.1%Communication ServicesADSKAutodesk$823,369$19,442 â–¼-2.3%4,2350.1%TechnologyGPCGenuine Parts$802,2640.0%6,8000.1%Consumer DiscretionaryKIMBERLY-CLARK CORP COM$783,2090.0%7,1350.1%StockPNCThe PNC Financial Services Group$748,5090.0%3,0400.1%FinanceCMCSAComcast$728,5460.0%29,6760.1%Communication ServicesCICigna Group$725,038$43,557 â–²6.4%2,6300.1%HealthcareMCDMcDonald's$716,3220.0%2,6500.1%Consumer DiscretionaryITWIllinois Tool Works$703,7630.0%2,6020.1%IndustrialsDUKDuke Energy$672,0130.0%5,3090.1%UtilitiesGE VERNOVA INC COM$655,572$109,262 â–²20.0%5580.1%StockMAMastercard$500,7600.0%9750.1%FinanceMCOMoody's$498,2120.0%1,1000.1%FinanceTFCTruist Financial$496,9550.0%9,9750.1%FinanceSOSouthern$488,1210.0%5,1000.1%UtilitiesSOXXiShares Semiconductor ETF$480,5700.0%7500.1%ETFCOSTCostco Wholesale$477,090$93,547 â–¼-16.4%5100.1%Consumer StaplesUNHUnitedHealth Group$471,740$155,861 â–¼-24.8%1,1350.1%HealthcareMDYSPDR S&P MidCap 400 ETF Trust$457,1710.0%6500.1%ETFSHWSherwin-Williams$456,2240.0%1,3250.1%MaterialsVONEVanguard Russell 1000 ETF$453,8850.0%1,3400.1%ETFTAT&T$451,798$49,369 â–²12.3%21,8260.1%Communication ServicesTTTrane Technologies$414,0480.0%8430.1%IndustrialsShowing largest 100 holdings. 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