Wilkins Investment Counsel Inc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$698.2M
Q ending 2026-03-31
Prior quarter
$685.9M
Q ending 2025-12-31
Change
+1.8% QoQ · +0.0% YoY
Positions
119
reported holdings
Largest positions
Top 100 of 119 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Newmont | NEM | Shares | $41.0M | 379K |
| Merck | MRK | Shares | $29.7M | 247K |
| Corteva | CTVA | Shares | $26.7M | 318K |
| Chubb Limited | Shares | $24.4M | 75K | |
| Bp Plc | BP | Shares | $21.8M | 463K |
| Williams Cos | WMB | Shares | $21.1M | 289K |
| 3M | MMM | Shares | $20.6M | 142K |
| Procter & Gamble | PG | Shares | $19.9M | 138K |
| Northern Trust | NTRS | Shares | $19.4M | 139K |
| International Business Machines | IBM | Shares | $18.6M | 77K |
| Automatic Data Processing | ADP | Shares | $17.5M | 86K |
| Medtronic | Shares | $17.5M | 201K | |
| Novartis | NVS | Shares | $17.2M | 113K |
| Pepsico | PEP | Shares | $17.1M | 110K |
| International Flavors & Fragrances | IFF | Shares | $16.7M | 231K |
| Johnson & Johnson | JNJ | Shares | $16.4M | 67K |
| Illumina | ILMN | Shares | $16.2M | 132K |
| Emerson Electric | EMR | Shares | $15.4M | 118K |
| United Parcel Service | UPS | Shares | $14.9M | 151K |
| Slb | SLB | Shares | $14.2M | 277K |
| Iqvia | IQV | Shares | $14.0M | 82K |
| Weyerhaeuser | WY | Shares | $12.9M | 527K |
| Fortinet | FTNT | Shares | $12.4M | 151K |
| Qnity Electronics | Q | Shares | $10.8M | 93K |
| Fiserv | FISV | Shares | $10.5M | 189K |
| Corpay Inc | CPAY | Shares | $9.9M | 34K |
| Colgate-Palmolive | CL | Shares | $9.6M | 113K |
| Texas Instruments | TXN | Shares | $9.5M | 49K |
| Sysco | SYY | Shares | $9.5M | 134K |
| Copart | CPRT | Shares | $9.3M | 280K |
| Bio-Techne | TECH | Shares | $9.1M | 174K |
| Berkshire Hathaway Cl B | BRK/B | Shares | $8.8M | 18K |
| American Tower | AMT | Shares | $8.7M | 50K |
| Exxon Mobil | XOM | Shares | $8.7M | 51K |
| Dupont | DDUSD | Shares | $7.9M | 173K |
| Fastenal | FAST | Shares | $7.9M | 169K |
| Clorox | CLX | Shares | $6.4M | 62K |
| Microsoft | MSFT | Shares | $6.2M | 17K |
| Hershey Company | HSY | Shares | $6.0M | 29K |
| Cisco Systems | CSCO | Shares | $5.7M | 74K |
| J.P. Morgan Chase | JPM | Shares | $5.6M | 19K |
| Walt Disney | DIS | Shares | $5.5M | 57K |
| Apple | AAPL | Shares | $5.4M | 21K |
| Pfizer | PFE | Shares | $5.1M | 181K |
| Union Pacific | UNP | Shares | $4.7M | 19K |
| F5 Networks | FFIV | Shares | $3.7M | 13K |
| Accenture | Shares | $3.2M | 16K | |
| Abbvie | ABBV | Shares | $3.1M | 14K |
| Chevron | CVX | Shares | $3.1M | 15K |
| Nextera Energy Inc Com | NEE | Shares | $2.8M | 30K |
| Conocophillips | COP | Shares | $2.6M | 20K |
| Phillips 66 | PSX | Shares | $2.6M | 14K |
| Caterpillar | CAT | Shares | $2.5M | 4K |
| American Express Co Com | AXP | Shares | $2.4M | 8K |
| Abbott Laboratories Com | ABT | Shares | $2.4M | 23K |
| Deere & Co Com | DE | Shares | $2.3M | 4K |
| Coca Cola | KO | Shares | $2.3M | 30K |
| Eli Lilly | LLY | Shares | $2.3M | 2K |
| Bank New York Mellon Corp Com | BNY | Shares | $2.1M | 17K |
| State Street | STT | Shares | $1.9M | 15K |
| Morgan Stanley Com New | MS | Shares | $1.8M | 11K |
| Visa | V | Shares | $1.8M | 6K |
| General Mills | GIS | Shares | $1.7M | 47K |
| Trimble | TRMB | Shares | $1.7M | 27K |
| Wal-Mart Stores | WMT | Shares | $1.7M | 14K |
| Norfolk Southern | NSC | Shares | $1.6M | 6K |
| General Electric | GE | Shares | $1.6M | 6K |
| Amazon | AMZN | Shares | $1.6M | 8K |
| Raytheon Technologies | RTX | Shares | $1.5M | 8K |
| Csx Corp Com | CSX | Shares | $1.4M | 34K |
| Alphabet Cl C | GOOG | Shares | $1.3M | 4K |
| Eaton Corp Plc Shs | Shares | $1.1M | 3K | |
| Autodesk | ADSK | Shares | $1.0M | 4K |
| Nvidia Corporation Com | NVDA | Shares | $1.0M | 6K |
| Verizon | VZ | Shares | $994K | 20K |
| Eversource Energy | ES | Shares | $911K | 13K |
| State Street Spdr S&P 500 Etf | SPY | Shares | $906K | 1K |
| Comcast Corp | CMCSA | Shares | $852K | 30K |
| Mcdonald'S | MCD | Shares | $824K | 3K |
| Home Depot | HD | Shares | $808K | 2K |
| Dover Corp Com | DOV | Shares | $803K | 4K |
| Honeywell International | HONGBP | Shares | $739K | 3K |
| Genuine Parts Co Com | GPC | Shares | $719K | 7K |
| Duke Energy | DUK | Shares | $695K | 5K |
| Kimberly-Clark Corp Com | KMB | Shares | $688K | 7K |
| Illinois Tool Works | ITW | Shares | $677K | 3K |
| The Cigna Group Com | CI | Shares | $659K | 2K |
| Pnc Finl Svcs Group Inc Com | PNC | Shares | $633K | 3K |
| Costco | COST | Shares | $608K | 610 |
| At&T | T | Shares | $564K | 19K |
| Southern | SO | Shares | $492K | 5K |
| Mastercard Incorporated Cl A | MA | Shares | $487K | 975 |
| Moodys Corp Com | MCO | Shares | $480K | 1K |
| Truist Finl Corp Com | TFC | Shares | $459K | 10K |
| Sherwin Williams | SHW | Shares | $425K | 1K |
| Lowe'S Companies | LOW | Shares | $409K | 2K |
| Unitedhealth Group Inc Com | UNH | Shares | $409K | 2K |
| Bristol-Myers Squibb | BMY | Shares | $406K | 7K |
| Ge Vernova Inc Com | GEV | Shares | $406K | 465 |
| State Street Spdr S&P Midcap 400 E | MDY | Shares | $401K | 650 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.