Q2 2026 13F · SEC CIK 1276853

Wilkins Investment Counsel Inc

Wealth managerFiled 2026-08-06 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $742.0M
Reported positions: 119
Top holdings a year, 3 yrs: +13.2%
Assets under management: $1.1B

Wilkins Investment Counsel Inc is a wealth manager that reported 119 positions worth $742.0M in its Q2 2026 13F, filed 2026-08-06. Its largest holdings were Newmont Corp (NEM, 4.7%), Merck & Co Inc (MRK, 4.2%), Corteva Inc (CTVA, 3.6%). A portfolio copying its top holdings returned 13.2% a year over the last 3 years, against 20.4% for the S&P 500.

Wilkins Investment Counsel Inc holdings largest 50 of 119 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Wilkins Investment Counsel Inc 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NEMNewmont Corp	4.7%	5.9%	373,570	-1.3%	$34.9M
MRKMerck & Co Inc	4.2%	4.3%	244,471	-0.9%	$31.4M
CTVACorteva Inc	3.6%	3.8%	315,721	-0.8%	$26.7M
CBChubb Limited	3.4%	3.5%	74,439	-0.4%	$25.4M
NTRSNorthern Trust Corp	3.1%	2.8%	132,071	-5.0%	$23.0M
MMM3m Co	3.1%	2.9%	141,274	-0.3%	$22.9M
ILMNIllumina Inc	3.0%	2.3%	126,275	-4.0%	$22.2M
IBMInternational Business Machs	2.9%	2.7%	76,408	-0.5%	$21.5M
WMBWilliams Cos	2.8%	3.0%	281,880	-2.6%	$21.0M
PGProcter & Gamble Co	2.7%	2.8%	136,480	-0.8%	$20.0M
ADPAutomatic Data Processing in	2.6%	2.5%	86,494	+0.4%	$19.4M
IFFInternational Flavors&fragra	2.4%	2.4%	229,311	-0.6%	$18.2M
FTNTFortinet Inc	2.4%	1.8%	114,145	-24.6%	$17.5M
MDTMedtronic PLC	2.4%	2.5%	222,957	+10.7%	$17.4M
NVSNovartis AG	2.3%	2.5%	111,067	-1.4%	$17.4M
BPBp PLC	2.3%	3.1%	459,217	-0.9%	$17.0M
JNJJohnson & Johnson	2.3%	2.3%	66,797	-0.4%	$17.0M
IQVIqvia Hldgs Inc	2.3%	2.0%	86,927	+6.0%	$16.8M
EMREmerson Elec Co	2.3%	2.2%	116,748	-0.7%	$16.7M
UPSUnited Parcel Svcs Inc	2.2%	2.1%	150,682	-0.3%	$16.2M
PEPPepsico Inc	2.0%	2.4%	109,640	-0.3%	$14.8M
QQnity Electronics Inc Common Stock	2.0%	1.5%	90,874	-2.7%	$14.8M
TXNTexas Instrs Inc	1.8%	1.4%	45,292	-7.8%	$13.5M
TECHBio-Techne Corp	1.8%	1.3%	189,412	+8.8%	$13.4M
SLBSlb Limited	1.7%	2.0%	274,465	-0.8%	$12.8M
WYWeyerhaeuser Company Com New REIT	1.7%	1.8%	525,165	-0.4%	$12.6M
FISVFiserv Inc	1.6%	1.5%	243,014	+28.8%	$11.9M
CPAYCorpay Inc	1.5%	1.4%	33,576	-1.1%	$11.2M
SYYSysco Corp	1.5%	1.4%	129,892	-2.7%	$10.9M
CLColgate Palmolive Co	1.4%	1.4%	112,019	-0.9%	$10.3M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.3%	18,334	+0.0%	$9.2M
CPRTCopart Inc	1.2%	1.3%	320,772	+14.5%	$9.0M
AMTAmerican Tower Corp	1.1%	1.2%	51,244	+1.6%	$8.4M
CSCOCisco Sys Inc	1.1%	0.8%	66,835	-9.1%	$7.9M
DDDupont de Nemours Inc Common Stock	1.1%	—	57,530	—	$7.8M
FASTFastenal Co	1.0%	1.1%	161,100	-4.8%	$7.7M
XOMExxonmobil Holdings Corp	0.9%	—	51,548	—	$7.0M
ACNAccenture PLC Ireland	0.9%	0.5%	56,328	+246.5%	$7.0M
CLXClorox Company	0.9%	0.9%	66,234	+6.7%	$6.3M
AAPLApple Inc	0.8%	0.8%	21,733	+2.3%	$6.3M
JPMJpmorgan Chase & Co	0.8%	0.8%	18,828	-1.2%	$6.2M
MSFTMicrosoft Corp	0.8%	0.9%	16,360	-2.2%	$6.1M
DISDisney Walt Co	0.7%	0.8%	57,377	+0.0%	$5.5M
UNPUnion Pac Corp	0.7%	0.7%	19,224	-0.7%	$5.2M
FFIVF5 Inc	0.7%	0.5%	12,285	-3.5%	$5.1M
HSYHershey Co	0.7%	0.9%	29,045	+0.2%	$5.1M
PFEPfizer Inc	0.6%	0.7%	176,761	-2.3%	$4.3M
ABBVAbbvie Inc	0.5%	0.4%	14,832	+4.6%	$3.7M
CATCaterpillar Inc	0.5%	—	3,325	—	$3.5M
LLYEli Lilly & Co	0.4%	—	2,484	—	$3.0M

What Wilkins Investment Counsel Inc bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

ACN Accenture PLC Ireland+246.5% shares
FISV Fiserv Inc+28.8% shares
CPRT Copart Inc+14.5% shares
MDT Medtronic PLC+10.7% shares
TECH Bio-Techne Corp+8.8% shares
CLX Clorox Company+6.7% shares
IQV Iqvia Hldgs Inc+6.0% shares

Reduced

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +25.4% /yr; S&P 500 +20.1%
3 years: +13.2% /yr; S&P 500 +20.4%
5 years: +5.3% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$742.0M	119
Q1 2026	$698.2M	119
Q4 2025	$685.9M	120
Q3 2025	$706.1M	122
Q2 2025	$706.7M	120
Q1 2025	$698.1M	125
Q4 2024	$691.6M	128
Q3 2024	$723.3M	124
Q2 2024	$670.6M	126
Q1 2024	$684.9M	127
Q4 2023	$409.9M	79
Q3 2023	$369.7M	73

Questions about Wilkins Investment Counsel Inc's portfolio

What stocks does Wilkins Investment Counsel Inc own?

Wilkins Investment Counsel Inc's latest 13F, for Q2 2026 and filed Aug 6, 2026, lists 119 positions worth $742.0M. The largest are Newmont Corp (NEM) at 4.7%, Merck & Co Inc (MRK) at 4.2%, Corteva Inc (CTVA) at 3.6%, Chubb Limited (CB) at 3.4% and Northern Trust Corp (NTRS) at 3.1%.

What did Wilkins Investment Counsel Inc buy last quarter?

In Q2 2026, Wilkins Investment Counsel Inc added Accenture PLC Ireland (ACN) (+246.5% shares), Fiserv Inc (FISV) (+28.8% shares) and Copart Inc (CPRT) (+14.5% shares), compared with its Q1 2026 filing.

What did Wilkins Investment Counsel Inc sell last quarter?

In Q2 2026, Wilkins Investment Counsel Inc cut from its top 50 Exxon Mobil Corp (XOM), cut from its top 50 Dupont de Nemours Inc (DD), cut from its top 50 Chevron Corporation (CVX), cut from its top 50 Nextera Energy Inc (NEE), Fortinet Inc (FTNT) (-24.6% shares), Cisco Sys Inc (CSCO) (-9.1% shares) and Texas Instrs Inc (TXN) (-7.8% shares), compared with its Q1 2026 filing.

How has Wilkins Investment Counsel Inc's portfolio performed?

A portfolio copying Wilkins Investment Counsel Inc's 20 largest 13F holdings each quarter, from the day each filing was public, returned +13.2% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +25.4% against +20.1%. Over 5 years: +5.3% a year against +11.6%.

When is Wilkins Investment Counsel Inc's next 13F filing due?

13F filings are due 45 days after each quarter ends. Wilkins Investment Counsel Inc's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Wilkins Investment Counsel Inc manage?

Wilkins Investment Counsel Inc reported $1.1B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $742.0M.