EdgeMarket › What Wilkins Investment Counsel Inc reported owning
What Wilkins Investment Counsel Inc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
698.2MPositions
119Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NEM NEWMONT Corp /DE/ | 41.0M | 5.9% | 378.6K | 131.58 | +90.7% |
| MRK Merck & Co., Inc. | 29.7M | 4.3% | 246.7K | 152.55 | +80.2% |
| CTVA Corteva, Inc. | 26.7M | 3.8% | 318.4K | 81.79 | +12.1% |
| CB Chubb Ltd | 24.4M | 3.5% | 74.7K | 340.99 | +21.9% |
| BP BP PLC | 21.8M | 3.1% | 463.3K | 44.76 | +32.1% |
| WMB WILLIAMS COMPANIES, INC. | 21.1M | 3.0% | 289.3K | 70.49 | +23.2% |
| MMM 3M CO | 20.6M | 2.9% | 141.7K | 178.96 | +15.6% |
| PG PROCTER & GAMBLE Co | 19.9M | 2.8% | 137.6K | 144.68 | -9.3% |
| NTRS NORTHERN TRUST CORP | 19.4M | 2.8% | 139.1K | 183.90 | +43.8% |
| IBM INTERNATIONAL BUSINESS MACHINES CORP | 18.6M | 2.7% | 76.8K | 235.68 | -2.8% |
| ADP AUTOMATIC DATA PROCESSING INC | 17.5M | 2.5% | 86.2K | 280.81 | -9.1% |
| MDT Medtronic plc | 17.5M | 2.5% | 201.4K | 93.35 | +0.1% |
| NVS NOVARTIS AG | 17.2M | 2.5% | 112.7K | 158.86 | +24.8% |
| PEP PEPSICO INC | 17.1M | 2.4% | 110.0K | 143.48 | -4.8% |
| IFF INTERNATIONAL FLAVORS & FRAGRANCES INC | 16.7M | 2.4% | 230.7K | 84.28 | +27.5% |
| JNJ JOHNSON & JOHNSON | 16.4M | 2.3% | 67.1K | 270.24 | +51.1% |
| ILMN ILLUMINA, INC. | 16.2M | 2.3% | 131.6K | 219.40 | +117.7% |
| EMR EMERSON ELECTRIC CO | 15.4M | 2.2% | 117.5K | 157.26 | +20.1% |
| UPS UNITED PARCEL SERVICE INC | 14.9M | 2.1% | 151.1K | 102.01 | +17.3% |
| SLB SLB LIMITED/NV | 14.2M | 2.0% | 276.8K | 53.87 | +61.5% |
| IQV IQVIA HOLDINGS INC. | 14.0M | 2.0% | 82.0K | 259.82 | +35.3% |
| WY WEYERHAEUSER CO | 12.9M | 1.8% | 527.3K | 24.43 | -6.1% |
| FTNT Fortinet, Inc. | 12.4M | 1.8% | 151.3K | 153.51 | +92.8% |
| Q Qnity Electronics, Inc. | 10.8M | 1.5% | 93.4K | 128.88 | — |
| FISV FISERV INC | 10.5M | 1.5% | 188.7K | 52.58 | -62.4% |
| CPAY CORPAY, INC. | 9.9M | 1.4% | 33.9K | 417.13 | +31.8% |
| CL COLGATE PALMOLIVE CO | 9.6M | 1.4% | 113.1K | 91.08 | +5.8% |
| TXN TEXAS INSTRUMENTS INC | 9.5M | 1.4% | 49.1K | 264.36 | +31.7% |
| SYY SYSCO CORP | 9.5M | 1.4% | 133.5K | 84.10 | +3.9% |
| CPRT COPART INC | 9.3M | 1.3% | 280.1K | 33.80 | -29.0% |
| TECH BIO-TECHNE Corp | 9.1M | 1.3% | 174.1K | 72.32 | +33.1% |
| unmapped CUSIP 084670702 | 8.8M | 1.3% | 18.3K | — | — |
| AMT AMERICAN TOWER CORP /MA/ | 8.7M | 1.2% | 50.4K | 175.80 | -16.1% |
| XOM ExxonMobil Holdings Corp | 8.7M | 1.2% | 51.3K | 165.11 | +52.1% |
| DD DuPont de Nemours, Inc. | 7.9M | 1.1% | 173.2K | 138.33 | -38.1% |
| FAST FASTENAL CO | 7.9M | 1.1% | 169.3K | 51.26 | +3.5% |
| CLX CLOROX CO /DE/ | 6.4M | 0.9% | 62.1K | 106.69 | -12.0% |
| MSFT MICROSOFT CORP | 6.2M | 0.9% | 16.7K | 483.24 | -4.4% |
| HSY HERSHEY CO | 6.0M | 0.9% | 29.0K | 186.46 | +2.7% |
| CSCO CISCO SYSTEMS, INC. | 5.7M | 0.8% | 73.5K | 111.04 | +65.5% |
| JPM JPMORGAN CHASE & CO | 5.6M | 0.8% | 19.1K | 351.58 | +20.3% |
| DIS Walt Disney Co | 5.5M | 0.8% | 57.4K | 107.78 | -7.9% |
| AAPL Apple Inc. | 5.4M | 0.8% | 21.2K | 309.35 | +36.9% |
| PFE PFIZER INC | 5.1M | 0.7% | 181.0K | 28.07 | +10.6% |
| UNP UNION PACIFIC CORP | 4.7M | 0.7% | 19.4K | 308.05 | +36.5% |
| FFIV F5, INC. | 3.7M | 0.5% | 12.7K | 384.63 | +21.8% |
| ACN Accenture plc | 3.2M | 0.5% | 16.3K | 185.28 | -27.4% |
| ABBV AbbVie Inc. | 3.1M | 0.4% | 14.2K | 264.96 | +26.7% |
| CVX CHEVRON CORP | 3.1M | 0.4% | 14.9K | 205.27 | +34.0% |
| NEE NEXTERA ENERGY INC | 2.8M | 0.4% | 30.0K | 83.65 | +9.8% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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