WILKINS INVESTMENT COUNSEL INC
Reported holdings as of Q2 2026, from 31 quarterly filings.
This filer last reported in Q2 2026; the most recent quarter on file across all filers is Q3 2026. Firms that restructure stop filing under one CIK and start under another, so a successor entity may hold these positions now under a similar name.
Holdings
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| Security | Ticker | Value | Shares | Weight | Weight change | Held | Change |
|---|---|---|---|---|---|---|---|
| NEWMONT CORP | NEM | $34.9M | 373,570 | -1.17pp | 31q | -1.3%-$472.6K | |
| MERCK & CO INC | MRK | $31.4M | 244,471 | -0.02pp | 31q | -0.9%-$292.6K | |
| CORTEVA INC | CTVA | $26.7M | 315,721 | -0.21pp | 29q | -0.8%-$226.1K | |
| CHUBB LIMITED | CB | $25.4M | 74,439 | -0.07pp | 31q | HELD | |
| NORTHERN TR CORP | NTRS | $23.0M | 132,071 | +0.31pp | 31q | -5.0%-$1.2M | |
| 3M CO | MMM | $22.9M | 141,274 | +0.14pp | 31q | HELD | |
| ILLUMINA INC | ILMN | $22.2M | 126,275 | +0.67pp | 12q | -4.0%-$933.7K | |
| INTERNATIONAL BUSINESS MACHS | IBM | $21.5M | 76,408 | +0.23pp | 31q | HELD | |
| WILLIAMS COS INC | WMB | $21.0M | 281,880 | -0.19pp | 31q | -2.6%-$553.8K | |
| PROCTER & GAMBLE CO | PG | $20.0M | 136,480 | -0.15pp | 31q | -0.8%-$168.9K | |
| AUTOMATIC DATA PROCESSING IN | ADP | $19.4M | 86,494 | +0.10pp | 31q | HELD | |
| INTERNATIONAL FLAVORS&FRAGRA | IFF | $18.2M | 229,311 | +0.05pp | 31q | -0.6%-$107.2K | |
| FORTINET INC | FTNT | $17.5M | 114,145 | +0.59pp | 28q | -24.6%-$5.7M | |
| MEDTRONIC PLC | MDT | $17.4M | 222,957 | -0.15pp | 31q | +10.7%+$1.7M | |
| NOVARTIS AG | NVS | $17.4M | 111,067 | -0.12pp | 31q | -1.4%-$252.3K | |
| BP PLC | BP | $17.0M | 459,217 | -0.83pp | 31q | -0.9%-$152.4K | |
| JOHNSON & JOHNSON | JNJ | $17.0M | 66,797 | -0.06pp | 31q | HELD | |
| IQVIA HLDGS INC | IQV | $16.8M | 86,927 | +0.26pp | 11q | +6.0%+$958.0K | |
| EMERSON ELEC CO | EMR | $16.7M | 116,748 | +0.05pp | 31q | -0.7%-$114.5K | |
| UNITED PARCEL SVCS INC | UPS | $16.2M | 150,682 | +0.05pp | 31q | HELD | |
| PEPSICO INC | PEP | $14.8M | 109,640 | -0.45pp | 31q | HELD | |
| QNITY ELECTRONICS INC | Q | $14.8M | 90,874 | +0.46pp | 3q | -2.7%-$416.3K | |
| TEXAS INSTRS INC | TXN | $13.5M | 45,292 | +0.45pp | 31q | -7.8%-$1.1M | |
| BIO-TECHNE CORP | TECH | $13.4M | 189,412 | +0.50pp | 14q | +8.8%+$1.1M | |
| SLB LIMITED | SLB | $12.8M | 274,465 | -0.32pp | 31q | -0.8%-$109.0K | |
| WEYERHAEUSER CO | WY | $12.6M | 525,165 | -0.15pp | 31q | HELD | |
| FISERV INC | FISV | $11.9M | 243,014 | +0.10pp | 19q | +28.8%+$2.7M | |
| CORPAY INC | CPAY | $11.2M | 33,576 | +0.09pp | 10q | -1.1%-$121.6K | |
| SYSCO CORP | SYY | $10.9M | 129,892 | +0.10pp | 31q | -2.7%-$303.9K | |
| COLGATE PALMOLIVE CO | CL | $10.3M | 112,019 | flat | 31q | -0.9%-$96.3K | |
| BERKSHIRE HATHAWAY INC DEL | BRKB | $9.2M | 18,334 | -0.02pp | 11q | HELD | |
| COPART INC | CPRT | $9.0M | 320,772 | -0.11pp | 5q | +14.5%+$1.1M | |
| AMERICAN TOWER CORP | AMT | $8.4M | 51,244 | -0.12pp | 31q | +1.6%+$131.7K | |
| CISCO SYS INC | CSCO | $7.9M | 66,835 | +0.24pp | 31q | -9.1%-$787.5K | |
| DUPONT DE NEMOURS INC | $7.8M | 57,530 | - | new | NEW | ||
| FASTENAL CO | FAST | $7.7M | 161,100 | -0.08pp | 31q | -4.8%-$391.7K | |
| EXXONMOBIL HOLDINGS CORP COM SHS | XOM | $7.0M | 51,548 | - | new | NEW | |
| ACCENTURE PLC IRELAND | ACN | $7.0M | 56,328 | +0.48pp | 31q | +246.5%+$5.0M | |
| CLOROX CO DEL | CLX | $6.3M | 66,234 | -0.07pp | 31q | +6.7%+$395.1K | |
| APPLE INC | AAPL | $6.3M | 21,733 | +0.08pp | 24q | +2.3%+$143.2K | |
| JPMORGAN CHASE & CO | JPM | $6.2M | 18,828 | +0.03pp | 31q | -1.2%-$74.0K | |
| MICROSOFT CORP | MSFT | $6.1M | 16,360 | -0.06pp | 31q | -2.2%-$134.3K | |
| DISNEY WALT CO | DIS | $5.5M | 57,377 | -0.05pp | 31q | HELD | |
| UNION PAC CORP | UNP | $5.2M | 19,224 | +0.03pp | 31q | -0.7%-$35.9K | |
| F5 INC | FFIV | $5.1M | 12,285 | +0.16pp | 31q | -3.5%-$183.0K | |
| HERSHEY CO | HSY | $5.1M | 29,045 | -0.18pp | 31q | HELD | |
| PFIZER INC | PFE | $4.3M | 176,761 | -0.15pp | 31q | -2.3%-$101.5K | |
| ABBVIE INC | ABBV | $3.7M | 14,832 | +0.06pp | 10q | +4.6%+$163.6K | |
| CATERPILLAR INC | CAT | $3.5M | 3,325 | +0.12pp | 10q | -5.8%-$216.2K | |
| ELI LILLY & CO | LLY | $3.0M | 2,484 | +0.07pp | 31q | HELD | |
| AMERICAN EXPRESS CO | AXP | $2.7M | 7,962 | +0.02pp | 10q | -0.6%-$16.9K | |
| NEXTERA ENERGY INC | NEE | $2.6M | 29,985 | -0.04pp | 31q | HELD | |
| DEERE & CO | DE | $2.6M | 4,040 | +0.02pp | 10q | -1.3%-$34.9K | |
| STATE STR CORP | STT | $2.5M | 14,900 | +0.07pp | 31q | HELD | |
| BANK OF NY MELLON CORP | BNY | $2.5M | 17,145 | +0.04pp | 10q | -1.2%-$28.9K | |
| CHEVRON CORPORATION | CVX | $2.5M | 14,829 | -0.11pp | 31q | HELD | |
| COCA COLA CO | KO | $2.4M | 29,967 | flat | 31q | -0.5%-$12.4K | |
| PHILLIPS 66 | PSX | $2.4M | 14,068 | -0.05pp | 31q | HELD | |
| MORGAN STANLEY | MS | $2.2M | 10,599 | +0.04pp | 10q | -4.9%-$115.0K | |
| GE AEROSPACE | GE | $2.2M | 5,812 | +0.07pp | 10q | +4.1%+$86.3K | |
| ABBOTT LABORATORIES | ABT | $2.1M | 23,557 | -0.05pp | 10q | +1.3%+$27.6K | |
| VISA INC | V | $2.0M | 5,966 | +0.02pp | 19q | HELD | |
| CONOCOPHILLIPS | COP | $2.0M | 19,625 | -0.10pp | 31q | HELD | |
| AMAZON COM INC | AMZN | $1.8M | 7,360 | +0.01pp | 21q | -2.6%-$47.7K | |
| NORFOLK SOUTHN CORP | NSC | $1.7M | 5,437 | flat | 31q | -1.8%-$31.5K | |
| CSX CORP | CSX | $1.6M | 33,450 | +0.01pp | 10q | -2.8%-$45.2K | |
| ALPHABET INC | GOOG | $1.5M | 4,373 | +0.02pp | 11q | -2.2%-$35.3K | |
| GENERAL MILLS INC | GIS | $1.5M | 43,440 | -0.05pp | 31q | -7.6%-$123.5K | |
| RTX CORPORATION | RTX | $1.5M | 7,853 | -0.02pp | 10q | -0.7%-$11.0K | |
| WALMART INC | WMT | $1.5M | 12,806 | -0.04pp | 12q | -5.2%-$79.3K | |
| TRIMBLE INC | TRMB | $1.3M | 25,900 | -0.07pp | 31q | -3.0%-$40.9K | |
| EATON CORP PLC | ETN | $1.3M | 3,041 | +0.01pp | 10q | -4.7%-$63.9K | |
| NVIDIA CORPORATION | NVDA | $1.2M | 5,845 | +0.01pp | 11q | HELD | |
| STATE STR SPDR S&P 500 ETF T | SPY | $1.0M | 1,393 | +0.01pp | 11q | HELD | |
| EVERSOURCE ENERGY | ES | $950.0K | 13,145 | flat | 10q | HELD | |
| DOVER CORP | DOV | $863.5K | 3,850 | flat | 10q | HELD | |
| HOME DEPOT INC | HD | $840.4K | 2,383 | flat | 10q | -3.1%-$26.5K | |
| VERIZON COMMUNICATIONS INC | VZ | $838.7K | 19,809 | -0.03pp | 10q | HELD | |
| AUTODESK INC | ADSK | $823.4K | 4,235 | -0.04pp | 21q | -2.3%-$19.4K | |
| GENUINE PARTS CO | GPC | $802.3K | 6,800 | +0.01pp | 10q | HELD | |
| KIMBERLY-CLARK CORP | KMB | $783.2K | 7,135 | +0.01pp | 10q | HELD | |
| PNC FINL SVCS GROUP INC | PNC | $748.5K | 3,040 | +0.01pp | 10q | HELD | |
| COMCAST CORP NEW | CMCSA | $728.5K | 29,676 | -0.02pp | 31q | HELD | |
| THE CIGNA GROUP | CI | $725.0K | 2,630 | flat | 10q | +6.4%+$43.6K | |
| MCDONALDS CORP | MCD | $716.3K | 2,650 | -0.02pp | 11q | HELD | |
| ILLINOIS TOOL WKS INC | ITW | $703.8K | 2,602 | flat | 12q | HELD | |
| DUKE ENERGY CORP NEW | DUK | $672.0K | 5,309 | -0.01pp | 20q | HELD | |
| GE VERNOVA INC | GEV | $655.6K | 558 | +0.03pp | 5q | +20.0%+$109.3K | |
| MASTERCARD INCORPORATED | MA | $500.8K | 975 | flat | 7q | HELD | |
| MOODYS CORP | MCO | $498.2K | 1,100 | flat | 10q | HELD | |
| TRUIST FINL CORP | TFC | $497.0K | 9,975 | flat | 10q | HELD | |
| SOUTHERN CO | SO | $488.1K | 5,100 | flat | 11q | HELD | |
| ISHARES TR | SOXX | $480.6K | 750 | +0.03pp | 4q | HELD | |
| COSTCO WHOLESALE CORPORATION | COST | $477.1K | 510 | -0.02pp | 10q | -16.4%-$93.5K | |
| UNITEDHEALTH GROUP INC | UNH | $471.7K | 1,135 | +0.01pp | 5q | -24.8%-$155.9K | |
| STATE STR SPDR S&P MIDCAP 40 | MDY | $457.2K | 650 | flat | 7q | HELD | |
| SHERWIN WILLIAMS CO | SHW | $456.2K | 1,325 | flat | 31q | HELD | |
| VANGUARD SCOTTSDALE FDS | VONE | $453.9K | 1,340 | flat | 6q | HELD | |
| AT&T INC | T | $451.8K | 21,826 | -0.02pp | 10q | +12.3%+$49.4K | |
| TRANE TECHNOLOGIES PLC | TT | $414.0K | 843 | +0.01pp | 10q | HELD | |
| ISHARES TR | IVV | $411.9K | 550 | flat | 10q | HELD | |
| PPG INDS INC | PPG | $410.3K | 3,383 | flat | 10q | HELD | |
| BRISTOL-MYERS SQUIBB CO | BMY | $386.1K | 6,700 | -0.01pp | 10q | HELD | |
| LOWES COS INC | LOW | $382.1K | 1,733 | -0.01pp | 10q | HELD | |
| PHILIP MORRIS INTL INC | PM | $376.7K | 2,082 | flat | 8q | HELD | |
| HONEYWELL INTL INC | HON | $366.0K | 1,635 | - | new | NEW | |
| HONEYWELL AEROSPACE INC | HONA | $361.4K | 1,635 | - | new | NEW | |
| CONSOLIDATED EDISON INC | ED | $331.9K | 3,000 | flat | 10q | HELD | |
| ORACLE CORP | ORCL | $322.4K | 2,200 | flat | 24q | HELD | |
| PARKER-HANNIFIN CORP | PH | $293.4K | 300 | flat | 10q | HELD | |
| ALPHABET INC | GOOGL | $274.8K | 769 | +0.01pp | 3q | HELD | |
| GALLAGHER ARTHUR J & CO | AJG | $272.0K | 1,185 | flat | 10q | HELD | |
| INVESCO QQQ TR | QQQ | $257.7K | 350 | +0.01pp | 4q | HELD | |
| M & T BK CORP | MTB | $249.9K | 1,050 | flat | 5q | HELD | |
| AMERIPRISE FINL INC | AMP | $240.8K | 525 | flat | 10q | HELD | |
| ISHARES TR | IJH | $237.1K | 3,075 | flat | 4q | HELD | |
| GLOBE LIFE INC | GL | $233.2K | 1,305 | - | new | NEW | |
| NUVEEN NASDAQ 100 DYNAMIC OV | QQQX | $215.4K | 7,146 | - | new | NEW | |
| LOCKHEED MARTIN CORP | LMT | $208.4K | 409 | -0.01pp | 2q | HELD |
By sector
Industry comes from the SIC code on each company's own SEC filings, which is self-reported and sometimes out of date. Derivative exposure is counted with the shares. Securities the SEC assigns no industry - funds, trusts, foreign issues - are shown as not classified rather than dropped.
| Sector | Value | Share |
|---|---|---|
| Biotech & Pharma | $131.7M | 17.7% |
| Energy | $64.6M | 8.7% |
| Computer Hardware | $58.3M | 7.9% |
| Chemicals | $55.2M | 7.4% |
| Semiconductors & Electronics | $49.1M | 6.6% |
| Medical Devices | $40.3M | 5.4% |
| Banks & Lending | $38.3M | 5.2% |
| Insurance | $36.2M | 4.9% |
| Mining & Metals | $34.9M | 4.7% |
| Business Services | $33.2M | 4.5% |
| Software & IT Services | $28.4M | 3.8% |
| Agriculture | $26.7M | 3.6% |
| Other sectors | $135.0M | 18.2% |
| Not classified | $10.1M | 1.4% |
What the disclosed book did
This is not the fund's return. A 13F shows long US equity positions only, so shorts, bonds, foreign listings, private holdings and cash are all invisible here. What this measures is the quarter's change in value of the positions this manager disclosed, had they been left untouched - the return a reader following the filing would have earned.
| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +8.9% | +14.8% | -5.9% | 100% |
| Q1 2026 | +3.3% | -4.6% | +7.9% | 100% |
| Q4 2025 | +1.9% | +2.4% | -0.5% | 100% |
| Q3 2025 | +2.5% | +7.8% | -5.3% | 100% |
| Q2 2025 | +2.1% | +10.5% | -8.4% | 100% |
| Q1 2025 | +2.8% | -4.6% | +7.4% | 100% |
| Q4 2024 | -4.2% | +2.1% | -6.4% | 100% |
| Q3 2024 | +9.6% | +5.4% | +4.2% | 100% |
Market is SPY over the same two quarter ends, priced the same way as everything else here - the median across every filer reporting it. It is a large-cap US proxy, so a manager holding small caps or biotech will beat or trail it for reasons that are not skill. Prices are quarter-end to quarter-end and say nothing about the path in between, or about trades opened and closed inside a quarter.
Quarter by quarter
| Quarter | Value | Positions | New | Added | Trimmed | Exited | Top 10 | Days to file |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | $742.0M | 119 | 6 | 15 | 44 | 6 | 33.5% | 37 |
| Q1 2026 | $698.2M | 119 | 3 | 26 | 29 | 4 | 34.8% | 37 |
| Q4 2025 | $685.9M | 120 | 3 | 12 | 56 | 5 | 35.2% | 33 |
| Q3 2025 | $706.1M | 122 | 4 | 13 | 53 | 2 | 34.9% | 30 |
| Q2 2025 | $706.7M | 120 | 4 | 16 | 58 | 9 | 34.4% | 38 |
| Q1 2025 | $698.1M | 125 | 6 | 35 | 55 | 9 | 34.2% | 36 |
| Q4 2024 | $691.6M | 128 | 6 | 27 | 52 | 2 | 31.8% | 42 |
| Q3 2024 | $723.3M | 124 | 2 | 21 | 41 | 4 | 33.3% | 43 |
| Q2 2024 | $670.6M | 126 | 1 | 55 | 25 | 2 | 32.8% | 39 |
| Q1 2024 | $684.9M | 127 | 50 | 65 | 7 | 2 | 32.7% | 39 |
| Q4 2023 | $409.9M | 79 | 8 | 21 | 23 | 2 | 35.5% | 43 |
| Q3 2023 | $369.7M | 73 | 4 | 21 | 29 | 4 | 36.4% | 40 |
| Q2 2023 | $382.7M | 73 | 1 | 17 | 25 | 2 | 36.0% | 38 |
| Q1 2023 | $380.6M | 74 | 1 | 16 | 26 | 3 | 36.3% | 38 |
| Q4 2022 | $380.1M | 76 | 2 | 12 | 20 | 0 | 37.3% | 38 |
| Q3 2022 | $341.8M | 74 | 0 | 13 | 23 | 2 | 36.3% | 39 |
| Q2 2022 | $377.0M | 76 | 1 | 12 | 34 | 4 | 36.1% | 39 |
| Q1 2022 | $443.7M | 79 | 3 | 13 | 45 | 5 | 35.3% | 40 |
| Q4 2021 | $453.0M | 81 | 4 | 18 | 22 | 0 | 34.2% | 41 |
| Q3 2021 | $409.2M | 77 | 3 | 15 | 25 | 3 | 33.8% | 40 |
| Q2 2021 | $406.6M | 77 | 4 | 16 | 15 | 0 | 35.9% | 30 |
| Q1 2021 | $386.1M | 73 | 1 | 12 | 37 | 1 | 37.1% | 40 |
| Q4 2020 | $361.3M | 73 | 0 | 7 | 39 | 1 | 37.8% | 40 |
| Q3 2020 | $335.4M | 74 | 4 | 18 | 13 | 0 | 40.2% | 41 |
| Q2 2020 | $315.9M | 70 | 1 | 10 | 26 | 1 | 40.1% | 41 |
| Q1 2020 | $274.0M | 70 | 0 | 20 | 40 | 4 | 41.5% | 41 |
| Q4 2019 | $352.2M | 74 | 1 | 19 | 21 | 1 | 39.8% | 41 |
| Q3 2019 | $332.8M | 74 | 1 | 16 | 26 | 1 | 38.6% | 39 |
| Q2 2019 | $333.3M | 74 | 3 | 9 | 29 | 2 | 38.0% | 40 |
| Q1 2019 | $331.1M | 73 | 2 | 5 | 39 | 2 | 38.4% | 40 |
| Q4 2018 | $301.9M | 73 | 0 | 0 | 0 | 0 | 38.6% | 42 |
Rows marked UNVERIFIED ID, PLACEHOLDER ID, TICKER AS ID or NON-CUSIP ID carry an identifier that is not a valid CUSIP. They are shown because the filer reported that money, but treat the security named with caution - hover the chip for what is wrong with it, and see the methodology.
Held counts consecutive filings in which this manager reported the position, and can reach further back than the quarters listed above: the tabs begin at Q4 2018 because earlier coverage is too sparse to describe a market, but tenure is counted over every filing we hold, some reaching to 2007. A position sold and later rebought starts again from one.
Weight change is the shift in this position's share of the whole book, in percentage points. It is the more useful column: when money flows into or out of a broad fund, almost every holding is bought or sold at once, so added and trimmed largely track flows. A weight that rose while the book shrank is a decision. Both compare with the previous quarter this filer reported, not the previous calendar quarter.