Filed: 2/2/2026ACC: 0001276853-26-000002
📋 What this filing means
WILKINS INVESTMENT COUNSEL INC filed this quarterly 13F‑HR report disclosing 120 equity positions with a total reported market value of $685.92M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
120
Positions
$685.92M
Total AUM (reported)
7.06M
Total Shares
Allocation by class
STOCK$630.03M91.9%
ADR$33.54M4.9%
REIT$19.09M2.8%
ETF$3.05M0.4%
CEF$203.8K0.0%
Portfolio Concentration
Top 3$95.53M13.9%
4–10$145.94M21.3%
11–25$223.90M32.6%
Rest$220.55M32.2%
Top 3 weight
13.9%
Top 10 weight
35.2%
Voting Authority Distribution
Total shares with voting rights: 7.06M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.06M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole120
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings120
Rows:
NEWMONT
SOLEShares456.95K
TypeSH
Market value$45.63M
6.65%
Sole
0.00
Shared
0.00
None
456.95K
MERCK
SOLEShares250.36K
TypeSH
Market value$26.35M
3.84%
Sole
0.00
Shared
0.00
None
250.36K
CHUBB LIMITED
SOLEShares75.47K
TypeSH
Market value$23.55M
3.43%
Sole
0.00
Shared
0.00
None
75.47K
INTERNATIONAL BUSINESS MACHINES
SOLEShares76.94K
TypeSH
Market value$22.79M
3.32%
Sole
0.00
Shared
0.00
None
76.94K
3M
SOLEShares141.75K
TypeSH
Market value$22.69M
3.31%
Sole
0.00
Shared
0.00
None
141.75K
CORTEVA
SOLEShares316.29K
TypeSH
Market value$21.20M
3.09%
Sole
0.00
Shared
0.00
None
316.29K
JOHNSON & JOHNSON
SOLEShares98.95K
TypeSH
Market value$20.48M
2.99%
Sole
0.00
Shared
0.00
None
98.95K
AUTOMATIC DATA PROCESSING
SOLEShares77.78K
TypeSH
Market value$20.01M
2.92%
Sole
0.00
Shared
0.00
None
77.78K
PROCTER & GAMBLE
SOLEShares136.67K
TypeSH
Market value$19.59M
2.86%
Sole
0.00
Shared
0.00
None
136.67K
NORTHERN TRUST
SOLEShares140.45K
TypeSH
Market value$19.18M
2.80%
Sole
0.00
Shared
0.00
None
140.45K
MEDTRONIC
SOLEShares196.35K
TypeSH
Market value$18.86M
2.75%
Sole
0.00
Shared
0.00
None
196.35K
WILLIAMS COS
SOLEShares311.44K
TypeSH
Market value$18.72M
2.73%
Sole
0.00
Shared
0.00
None
311.44K
BP PLC
SOLEShares497.29K
TypeSH
Market value$17.27M
2.52%
Sole
0.00
Shared
0.00
None
497.29K
ILLUMINA
SOLEShares131.32K
TypeSH
Market value$17.22M
2.51%
Sole
0.00
Shared
0.00
None
131.32K
NOVARTIS
SOLEShares116.41K
TypeSH
Market value$16.05M
2.34%
Sole
0.00
Shared
0.00
None
116.41K
EMERSON ELECTRIC
SOLEShares117.92K
TypeSH
Market value$15.65M
2.28%
Sole
0.00
Shared
0.00
None
117.92K
IQVIA
SOLEShares68.36K
TypeSH
Market value$15.41M
2.25%
Sole
0.00
Shared
0.00
None
68.36K
PEPSICO
SOLEShares107.31K
TypeSH
Market value$15.40M
2.25%
Sole
0.00
Shared
0.00
None
107.31K
INTERNATIONAL FLAVORS & FRAGRANCES
SOLEShares227.21K
TypeSH
Market value$15.31M
2.23%
Sole
0.00
Shared
0.00
None
227.21K
UNITED PARCEL SERVICE
SOLEShares153.08K
TypeSH
Market value$15.18M
2.21%
Sole
0.00
Shared
0.00
None
153.08K
SYSCO
SOLEShares182.98K
TypeSH
Market value$13.48M
1.97%
Sole
0.00
Shared
0.00
None
182.98K
FORTINET
SOLEShares152.04K
TypeSH
Market value$12.07M
1.76%
Sole
0.00
Shared
0.00
None
152.04K
WEYERHAEUSER
SOLEShares506.03K
TypeSH
Market value$11.99M
1.75%
Sole
0.00
Shared
0.00
None
506.03K
SLB
SOLEShares287.58K
TypeSH
Market value$11.04M
1.61%
Sole
0.00
Shared
0.00
None
287.58K
CORPAY INC
SOLEShares34K
TypeSH
Market value$10.23M
1.49%
Sole
0.00
Shared
0.00
None
34K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEWMONTSOLE | Stock | 456.95K | SH | $45.63M 6.65% | 0.00 | 0.00 | 456.95K |
MERCKSOLE | Stock | 250.36K | SH | $26.35M 3.84% | 0.00 | 0.00 | 250.36K |
CHUBB LIMITEDSOLE | Stock | 75.47K | SH | $23.55M 3.43% | 0.00 | 0.00 | 75.47K |
INTERNATIONAL BUSINESS MACHINESSOLE | Stock | 76.94K | SH | $22.79M 3.32% | 0.00 | 0.00 | 76.94K |
3MSOLE | Stock | 141.75K | SH | $22.69M 3.31% | 0.00 | 0.00 | 141.75K |
CORTEVASOLE | Stock | 316.29K | SH | $21.20M 3.09% | 0.00 | 0.00 | 316.29K |
JOHNSON & JOHNSONSOLE | Stock | 98.95K | SH | $20.48M 2.99% | 0.00 | 0.00 | 98.95K |
AUTOMATIC DATA PROCESSINGSOLE | Stock | 77.78K | SH | $20.01M 2.92% | 0.00 | 0.00 | 77.78K |
PROCTER & GAMBLESOLE | Stock | 136.67K | SH | $19.59M 2.86% | 0.00 | 0.00 | 136.67K |
NORTHERN TRUSTSOLE | Stock | 140.45K | SH | $19.18M 2.80% | 0.00 | 0.00 | 140.45K |
MEDTRONICSOLE | Stock | 196.35K | SH | $18.86M 2.75% | 0.00 | 0.00 | 196.35K |
WILLIAMS COSSOLE | Stock | 311.44K | SH | $18.72M 2.73% | 0.00 | 0.00 | 311.44K |
BP PLCSOLE | ADR | 497.29K | SH | $17.27M 2.52% | 0.00 | 0.00 | 497.29K |
ILLUMINASOLE | Stock | 131.32K | SH | $17.22M 2.51% | 0.00 | 0.00 | 131.32K |
NOVARTISSOLE | ADR | 116.41K | SH | $16.05M 2.34% | 0.00 | 0.00 | 116.41K |
EMERSON ELECTRICSOLE | Stock | 117.92K | SH | $15.65M 2.28% | 0.00 | 0.00 | 117.92K |
IQVIASOLE | Stock | 68.36K | SH | $15.41M 2.25% | 0.00 | 0.00 | 68.36K |
PEPSICOSOLE | Stock | 107.31K | SH | $15.40M 2.25% | 0.00 | 0.00 | 107.31K |
INTERNATIONAL FLAVORS & FRAGRANCESSOLE | Stock | 227.21K | SH | $15.31M 2.23% | 0.00 | 0.00 | 227.21K |
UNITED PARCEL SERVICESOLE | Stock | 153.08K | SH | $15.18M 2.21% | 0.00 | 0.00 | 153.08K |
SYSCOSOLE | Stock | 182.98K | SH | $13.48M 1.97% | 0.00 | 0.00 | 182.98K |
FORTINETSOLE | Stock | 152.04K | SH | $12.07M 1.76% | 0.00 | 0.00 | 152.04K |
WEYERHAEUSERSOLE | REIT | 506.03K | SH | $11.99M 1.75% | 0.00 | 0.00 | 506.03K |
SLBSOLE | Stock | 287.58K | SH | $11.04M 1.61% | 0.00 | 0.00 | 287.58K |
CORPAY INCSOLE | Stock | 34K | SH | $10.23M 1.49% | 0.00 | 0.00 | 34K |
Page 1 of 5
…