WILKINS INVESTMENT COUNSEL INC — 13F Holdings & Portfolio
CIK 1276853 · latest 13F-HR filed 2026-05-07
WILKINS INVESTMENT COUNSEL INC manages $698.2M in 13F-reported U.S. long-equity assets across 119 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NEM (5.87%), MRK (4.25%), CTVA (3.82%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 4, added to 46, and trimmed 39.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
$698.2M
Long-equity book
119
Distinct positions
2026-03-31
Filed 2026-05-07
+3 / −4 / ↑46 / ↓39
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- CORTEVA$5.5M +25.7%
- BP PLC$4.5M +26.1%
- MERCK$3.3M +12.6%
- SLB$3.2M +28.9%
- QNITY ELECTRONICS$3.1M +41.2%
Top Trims
- NEWMONT-$4.6M -10.2%
- INTERNATIONAL BUSINESS MACHINES-$4.2M -18.3%
- JOHNSON & JOHNSON-$4.1M -19.9%
- SYSCO-$4.0M -29.4%
- F5 NETWORKS-$3.0M -44.6%
Exited Positions
- GARTNER$1.2M
- ISHARES RUSSELL 1000 GROWTH ETF$236.7K
- DIAGEO PLC SPON ADR NEW$215.7K
- NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS$203.8K
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | NEWMONT | NEM | 651639106 | $41.0M | 5.87% | 378,630 | SH |
| 2 | MERCK | MRK | 58933Y105 | $29.7M | 4.25% | 246,748 | SH |
| 3 | CORTEVA | CTVA | 22052L104 | $26.7M | 3.82% | 318,391 | SH |
| 4 | CHUBB LIMITED | CB | H1467J104 | $24.4M | 3.49% | 74,729 | SH |
| 5 | BP PLC | BP | 055622104 | $21.8M | 3.12% | 463,342 | SH |
| 6 | WILLIAMS COS | WMB | 969457100 | $21.1M | 3.02% | 289,330 | SH |
| 7 | 3M | MMM | 88579Y101 | $20.6M | 2.95% | 141,679 | SH |
| 8 | PROCTER & GAMBLE | PG | 742718109 | $19.9M | 2.85% | 137,632 | SH |
| 9 | NORTHERN TRUST | NTRS | 665859104 | $19.4M | 2.78% | 139,073 | SH |
| 10 | INTERNATIONAL BUSINESS MACHINES | IBM | 459200101 | $18.6M | 2.67% | 76,773 | SH |
| 11 | AUTOMATIC DATA PROCESSING | ADP | 053015103 | $17.5M | 2.51% | 86,151 | SH |
| 12 | MEDTRONIC | MDT | G5960L103 | $17.5M | 2.50% | 201,421 | SH |
| 13 | NOVARTIS | NVS | 66987V109 | $17.2M | 2.47% | 112,677 | SH |
| 14 | PEPSICO | PEP | 713448108 | $17.1M | 2.45% | 109,980 | SH |
| 15 | INTERNATIONAL FLAVORS & FRAGRANCES | IFF | 459506101 | $16.7M | 2.40% | 230,664 | SH |
| 16 | JOHNSON & JOHNSON | JNJ | 478160104 | $16.4M | 2.35% | 67,094 | SH |
| 17 | ILLUMINA | ILMN | 452327109 | $16.2M | 2.32% | 131,585 | SH |
| 18 | EMERSON ELECTRIC | EMR | 291011104 | $15.4M | 2.21% | 117,548 | SH |
| 19 | UNITED PARCEL SERVICE | UPS | 911312106 | $14.9M | 2.13% | 151,072 | SH |
| 20 | SLB | SLB | 806857108 | $14.2M | 2.04% | 276,810 | SH |
| 21 | IQVIA | IQV | 46266C105 | $14.0M | 2.00% | 81,969 | SH |
| 22 | WEYERHAEUSER | WY | 962166104 | $12.9M | 1.84% | 527,265 | SH |
| 23 | FORTINET | FTNT | 34959E109 | $12.4M | 1.77% | 151,323 | SH |
| 24 | QNITY ELECTRONICS | Q | 74743L100 | $10.8M | 1.54% | 93,423 | SH |
| 25 | FISERV | FISV | 337738108 | $10.5M | 1.51% | 188,705 | SH |
| 26 | CORPAY INC | CPAY | 219948106 | $9.9M | 1.41% | 33,941 | SH |
| 27 | COLGATE-PALMOLIVE | CL | 194162103 | $9.6M | 1.38% | 113,069 | SH |
| 28 | TEXAS INSTRUMENTS | TXN | 882508104 | $9.5M | 1.37% | 49,136 | SH |
| 29 | SYSCO | SYY | 871829107 | $9.5M | 1.36% | 133,528 | SH |
| 30 | COPART | CPRT | 217204106 | $9.3M | 1.33% | 280,142 | SH |
| 31 | BIO-TECHNE | TECH | 09073M104 | $9.1M | 1.30% | 174,115 | SH |
| 32 | BERKSHIRE HATHAWAY CL B | BRK.B | 084670702 | $8.8M | 1.26% | 18,334 | SH |
| 33 | AMERICAN TOWER | AMT | 03027X100 | $8.7M | 1.25% | 50,439 | SH |
| 34 | EXXON MOBIL | XOM | 30231G102 | $8.7M | 1.25% | 51,307 | SH |
| 35 | DUPONT | DD | 26614N102 | $7.9M | 1.14% | 173,241 | SH |
| 36 | FASTENAL | FAST | 311900104 | $7.9M | 1.12% | 169,255 | SH |
| 37 | CLOROX | CLX | 189054109 | $6.4M | 0.92% | 62,094 | SH |
| 38 | MICROSOFT | MSFT | 594918104 | $6.2M | 0.89% | 16,720 | SH |
| 39 | HERSHEY COMPANY | HSY | 427866108 | $6.0M | 0.86% | 28,995 | SH |
| 40 | CISCO SYSTEMS | CSCO | 17275R102 | $5.7M | 0.82% | 73,539 | SH |
| 41 | J.P. MORGAN CHASE | JPM | 46625H100 | $5.6M | 0.80% | 19,054 | SH |
| 42 | WALT DISNEY | DIS | 254687106 | $5.5M | 0.79% | 57,352 | SH |
| 43 | APPLE | AAPL | 037833100 | $5.4M | 0.77% | 21,238 | SH |
| 44 | PFIZER | PFE | 717081103 | $5.1M | 0.73% | 180,975 | SH |
| 45 | UNION PACIFIC | UNP | 907818108 | $4.7M | 0.67% | 19,356 | SH |
| 46 | F5 NETWORKS | FFIV | 315616102 | $3.7M | 0.53% | 12,725 | SH |
| 47 | ACCENTURE | ACN | G1151C101 | $3.2M | 0.46% | 16,257 | SH |
| 48 | ABBVIE | ABBV | 00287Y109 | $3.1M | 0.44% | 14,182 | SH |
| 49 | CHEVRON | CVX | 166764100 | $3.1M | 0.44% | 14,879 | SH |
| 50 | NEXTERA ENERGY INC COM | NEE | 65339F101 | $2.8M | 0.40% | 29,985 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-07 | $698.2M | 119 | 0001276853-26-000006 |
| 2025-12-31 | 2026-02-02 | $685.9M | 120 | 0001276853-26-000002 |