Filed: 5/7/2026ACC: 0001276853-26-000006
📋 What this filing means
WILKINS INVESTMENT COUNSEL INC filed this quarterly 13F‑HR report disclosing 119 equity positions with a total reported market value of $698.18M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
119
Positions
$698.18M
Total AUM (reported)
7.11M
Total Shares
Allocation by class
STOCK$634.89M90.9%
ADR$38.99M5.6%
REIT$21.59M3.1%
ETF$2.72M0.4%
Portfolio Concentration
Top 3$97.32M13.9%
4–10$145.67M20.9%
11–25$223.63M32.0%
Rest$231.57M33.2%
Top 3 weight
13.9%
Top 10 weight
34.8%
Voting Authority Distribution
Total shares with voting rights: 7.11M
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
7.11M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole119
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings119
Rows:
NEWMONT
SOLEShares378.63K
TypeSH
Market value$40.99M
5.87%
Sole
0.00
Shared
0.00
None
378.63K
MERCK
SOLEShares246.75K
TypeSH
Market value$29.68M
4.25%
Sole
0.00
Shared
0.00
None
246.75K
CORTEVA
SOLEShares318.39K
TypeSH
Market value$26.65M
3.82%
Sole
0.00
Shared
0.00
None
318.39K
CHUBB LIMITED
SOLEShares74.73K
TypeSH
Market value$24.36M
3.49%
Sole
0.00
Shared
0.00
None
74.73K
BP PLC
SOLEShares463.34K
TypeSH
Market value$21.78M
3.12%
Sole
0.00
Shared
0.00
None
463.34K
WILLIAMS COS
SOLEShares289.33K
TypeSH
Market value$21.06M
3.02%
Sole
0.00
Shared
0.00
None
289.33K
3M
SOLEShares141.68K
TypeSH
Market value$20.58M
2.95%
Sole
0.00
Shared
0.00
None
141.68K
PROCTER & GAMBLE
SOLEShares137.63K
TypeSH
Market value$19.88M
2.85%
Sole
0.00
Shared
0.00
None
137.63K
NORTHERN TRUST
SOLEShares139.07K
TypeSH
Market value$19.41M
2.78%
Sole
0.00
Shared
0.00
None
139.07K
INTERNATIONAL BUSINESS MACHINES
SOLEShares76.77K
TypeSH
Market value$18.61M
2.67%
Sole
0.00
Shared
0.00
None
76.77K
AUTOMATIC DATA PROCESSING
SOLEShares86.15K
TypeSH
Market value$17.50M
2.51%
Sole
0.00
Shared
0.00
None
86.15K
MEDTRONIC
SOLEShares201.42K
TypeSH
Market value$17.45M
2.50%
Sole
0.00
Shared
0.00
None
201.42K
NOVARTIS
SOLEShares112.68K
TypeSH
Market value$17.21M
2.47%
Sole
0.00
Shared
0.00
None
112.68K
PEPSICO
SOLEShares109.98K
TypeSH
Market value$17.08M
2.45%
Sole
0.00
Shared
0.00
None
109.98K
INTERNATIONAL FLAVORS & FRAGRANCES
SOLEShares230.66K
TypeSH
Market value$16.73M
2.40%
Sole
0.00
Shared
0.00
None
230.66K
JOHNSON & JOHNSON
SOLEShares67.09K
TypeSH
Market value$16.40M
2.35%
Sole
0.00
Shared
0.00
None
67.09K
ILLUMINA
SOLEShares131.59K
TypeSH
Market value$16.22M
2.32%
Sole
0.00
Shared
0.00
None
131.59K
EMERSON ELECTRIC
SOLEShares117.55K
TypeSH
Market value$15.40M
2.21%
Sole
0.00
Shared
0.00
None
117.55K
UNITED PARCEL SERVICE
SOLEShares151.07K
TypeSH
Market value$14.86M
2.13%
Sole
0.00
Shared
0.00
None
151.07K
SLB
SOLEShares276.81K
TypeSH
Market value$14.23M
2.04%
Sole
0.00
Shared
0.00
None
276.81K
IQVIA
SOLEShares81.97K
TypeSH
Market value$13.98M
2.00%
Sole
0.00
Shared
0.00
None
81.97K
WEYERHAEUSER
SOLEShares527.26K
TypeSH
Market value$12.88M
1.84%
Sole
0.00
Shared
0.00
None
527.26K
FORTINET
SOLEShares151.32K
TypeSH
Market value$12.37M
1.77%
Sole
0.00
Shared
0.00
None
151.32K
QNITY ELECTRONICS
SOLEShares93.42K
TypeSH
Market value$10.78M
1.54%
Sole
0.00
Shared
0.00
None
93.42K
FISERV
SOLEShares188.71K
TypeSH
Market value$10.53M
1.51%
Sole
0.00
Shared
0.00
None
188.71K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NEWMONTSOLE | Stock | 378.63K | SH | $40.99M 5.87% | 0.00 | 0.00 | 378.63K |
MERCKSOLE | Stock | 246.75K | SH | $29.68M 4.25% | 0.00 | 0.00 | 246.75K |
CORTEVASOLE | Stock | 318.39K | SH | $26.65M 3.82% | 0.00 | 0.00 | 318.39K |
CHUBB LIMITEDSOLE | Stock | 74.73K | SH | $24.36M 3.49% | 0.00 | 0.00 | 74.73K |
BP PLCSOLE | ADR | 463.34K | SH | $21.78M 3.12% | 0.00 | 0.00 | 463.34K |
WILLIAMS COSSOLE | Stock | 289.33K | SH | $21.06M 3.02% | 0.00 | 0.00 | 289.33K |
3MSOLE | Stock | 141.68K | SH | $20.58M 2.95% | 0.00 | 0.00 | 141.68K |
PROCTER & GAMBLESOLE | Stock | 137.63K | SH | $19.88M 2.85% | 0.00 | 0.00 | 137.63K |
NORTHERN TRUSTSOLE | Stock | 139.07K | SH | $19.41M 2.78% | 0.00 | 0.00 | 139.07K |
INTERNATIONAL BUSINESS MACHINESSOLE | Stock | 76.77K | SH | $18.61M 2.67% | 0.00 | 0.00 | 76.77K |
AUTOMATIC DATA PROCESSINGSOLE | Stock | 86.15K | SH | $17.50M 2.51% | 0.00 | 0.00 | 86.15K |
MEDTRONICSOLE | Stock | 201.42K | SH | $17.45M 2.50% | 0.00 | 0.00 | 201.42K |
NOVARTISSOLE | ADR | 112.68K | SH | $17.21M 2.47% | 0.00 | 0.00 | 112.68K |
PEPSICOSOLE | Stock | 109.98K | SH | $17.08M 2.45% | 0.00 | 0.00 | 109.98K |
INTERNATIONAL FLAVORS & FRAGRANCESSOLE | Stock | 230.66K | SH | $16.73M 2.40% | 0.00 | 0.00 | 230.66K |
JOHNSON & JOHNSONSOLE | Stock | 67.09K | SH | $16.40M 2.35% | 0.00 | 0.00 | 67.09K |
ILLUMINASOLE | Stock | 131.59K | SH | $16.22M 2.32% | 0.00 | 0.00 | 131.59K |
EMERSON ELECTRICSOLE | Stock | 117.55K | SH | $15.40M 2.21% | 0.00 | 0.00 | 117.55K |
UNITED PARCEL SERVICESOLE | Stock | 151.07K | SH | $14.86M 2.13% | 0.00 | 0.00 | 151.07K |
SLBSOLE | Stock | 276.81K | SH | $14.23M 2.04% | 0.00 | 0.00 | 276.81K |
IQVIASOLE | Stock | 81.97K | SH | $13.98M 2.00% | 0.00 | 0.00 | 81.97K |
WEYERHAEUSERSOLE | REIT | 527.26K | SH | $12.88M 1.84% | 0.00 | 0.00 | 527.26K |
FORTINETSOLE | Stock | 151.32K | SH | $12.37M 1.77% | 0.00 | 0.00 | 151.32K |
QNITY ELECTRONICSSOLE | Stock | 93.42K | SH | $10.78M 1.54% | 0.00 | 0.00 | 93.42K |
FISERVSOLE | Stock | 188.71K | SH | $10.53M 1.51% | 0.00 | 0.00 | 188.71K |
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