WILKINS INVESTMENT COUNSEL INC

CIK

1276853

Location

BOSTON, MA

Portfolio Value

Small $741,974,530

Diversification

Diversified

Filing Date

Global Rank

#3,035 / 8,794 ▼ 337 · as of Jun 2026

Top Industry

Drug Manufacturers - General 10.6%

Period ended 3 months ago

Filed Aug 6, 2026 · 2mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

116 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

4.7%

−1.2 pts

Top 5

19.1%

−1.5 pts

Top 10

33.5%

−1.3 pts

HHI

218

Diversified−10

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Healthcare	20.3%	$150,296,733	14
Technology	18.0%	$133,924,765	15
Industrials	12.9%	$96,021,476	21
Basic Materials	11.9%	$88,465,783	6
Financial Services	10.7%	$79,078,487	18
Consumer Defensive	10.0%	$74,436,762	12
Energy	8.7%	$64,607,011	7
Real Estate	2.8%	$20,954,431	2
Unclassified	2.1%	$15,258,453	6
Communication Services	1.3%	$9,361,521	5
Utilities	0.7%	$5,073,796	5
Consumer Cyclical	0.6%	$4,495,312	5

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

20 positions

Ticker	Company	Δ Shares	Shares	Value
FISV	Fiserv Inc	+54,309	243,014	$11,919,836
CPRT	Copart Inc	+40,630	320,772	$9,042,562
ACN	Accenture plc	+40,071	56,328	$7,009,456
MDT	Medtronic plc	+21,536	222,957	$17,441,926
TECH	BIO-TECHNE Corp	+15,297	189,412	$13,381,957
IQV	Iqvia Holdings Inc.	+4,958	86,927	$16,796,034
CLX	Clorox Co /De/	+4,140	66,234	$6,321,372
T	At&T Inc.	+2,385	21,826	$451,798
AMT	American Tower Corp /Ma/	+805	51,244	$8,381,981
ABBV	AbbVie Inc.	+650	14,832	$3,732,324
AAPL	Apple Inc.	+495	21,733	$6,288,660
ADP	Automatic Data Processing Inc	+343	86,494	$19,370,331
ABT	Abbott Laboratories	+304	23,557	$2,137,562
XOM	ExxonMobil Holdings Corp	+241	51,548	$7,047,642
GE	General Electric Co	+231	5,812	$2,172,118
CI	Cigna Group	+158	2,630	$725,038
GEV	GE Vernova Inc.	+93	558	$655,571
HSY	Hershey Co	+50	29,045	$5,095,945
DIS	Walt Disney Co	+25	57,377	$5,522,536
V	Visa Inc.	+5	5,966	$2,046,874
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
DD	DuPont de Nemours, Inc.	−115,711	57,530	$7,803,369
FTNT	Fortinet, Inc.	−37,178	114,145	$17,534,954
FAST	Fastenal Co	−8,155	161,100	$7,737,633
WMB	Williams Companies, Inc.	−7,450	281,880	$20,954,959
NTRS	Northern Trust Corp	−7,002	132,071	$22,959,222
CSCO	Cisco Systems, Inc.	−6,704	66,835	$7,850,439
ILMN	Illumina, Inc.	−5,310	126,275	$22,202,933
NEM	NEWMONT Corp /DE/	−5,060	373,570	$34,891,438
PFE	Pfizer Inc	−4,214	176,761	$4,256,404
BP	Bp PLC	−4,125	459,217	$16,968,068
TXN	Texas Instruments Inc	−3,844	45,292	$13,500,186
SYY	Sysco Corp	−3,636	129,892	$10,856,373
GIS	General Mills Inc	−3,550	43,440	$1,511,712
CTVA	Corteva, Inc.	−2,670	315,721	$26,738,411
Q	Qnity Electronics, Inc.	−2,549	90,874	$14,840,632
SLB	Slb Limited/Nv	−2,345	274,465	$12,759,877
MRK	Merck & Co., Inc.	−2,277	244,471	$31,414,523
WY	Weyerhaeuser Co	−2,100	525,165	$12,572,450
HON	Honeywell International Inc	−1,634	1,635	$366,076
NVS	Novartis AG	−1,610	111,067	$17,406,420
IFF	International Flavors & Fragrances Inc	−1,353	229,311	$18,166,017
PG	PROCTER & GAMBLE Co	−1,152	136,480	$20,013,427
CL	Colgate Palmolive Co	−1,050	112,019	$10,269,901
CSX	Csx Corp	−950	33,450	$1,589,878
EMR	Emerson Electric Co	−800	116,748	$16,712,476
No positions match the current search.

New Positions

Positions the filer opened this quarter

3 positions

Ticker	Company	Shares	Value
HONA	Honeywell Aerospace Inc.	1,635	$361,465
GL	Globe Life Inc.	1,305	$233,177
QQQX	Nuveen NASDAQ 100 Dynamic Overwrite Fund	7,146	$215,380
No positions match the current search.

Sold Out

Positions the filer fully exited

3 positions

Ticker	Company	Shares	Value
GLW	Corning Inc /Ny	2,050	$278,738
AMGN	Amgen Inc	751	$264,239
DOW	Dow Inc.	6,222	$259,146
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

116 tracked positions · $741,974,530 total · filing declares 119 positions · $741,974,363 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 116 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
NEM	NEWMONT Corp /DE/ Basic Materials	Reduced	373,570	-5,060	$34,891,438	−14.9%	4.70%
MRK	Merck & Co., Inc. Healthcare	Reduced	244,471	-2,277	$31,414,523	+5.8%	4.23%
CTVA	Corteva, Inc. Basic Materials	Reduced	315,721	-2,670	$26,738,411	+0.3%	3.60%
CB	Chubb Ltd Financial Services	Reduced	74,439	-290	$25,364,344	+4.1%	3.42%
NTRS	Northern Trust Corp Financial Services	Reduced	132,071	-7,002	$22,959,222	+18.3%	3.09%
MMM	3M Co Industrials	Reduced	141,274	-405	$22,873,673	+11.2%	3.08%
ILMN	Illumina, Inc. Healthcare	Reduced	126,275	-5,310	$22,202,933	+36.9%	2.99%
IBM	International Business Machines Corp Technology	Reduced	76,408	-365	$21,486,693	+15.5%	2.90%
WMB	Williams Companies, Inc. Energy	Reduced	281,880	-7,450	$20,954,959	−0.5%	2.82%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	136,480	-1,152	$20,013,427	+0.7%	2.70%
ADP	Automatic Data Processing Inc Technology	Added	86,494	+343	$19,370,331	+10.7%	2.61%
IFF	International Flavors & Fragrances Inc Basic Materials	Reduced	229,311	-1,353	$18,166,017	+8.6%	2.45%
FTNT	Fortinet, Inc. Technology	Reduced	114,145	-37,178	$17,534,954	+41.8%	2.36%
MDT	Medtronic plc Healthcare	Added	222,957	+21,536	$17,441,926	−0.1%	2.35%
NVS	Novartis AG Healthcare	Reduced	111,067	-1,610	$17,406,420	+1.1%	2.35%
BP	Bp PLC Energy	Reduced	459,217	-4,125	$16,968,068	−22.1%	2.29%
JNJ	Johnson & Johnson Healthcare	Reduced	66,797	-297	$16,964,434	+3.4%	2.29%
IQV	Iqvia Holdings Inc. Healthcare	Added	86,927	+4,958	$16,796,034	+20.2%	2.26%
EMR	Emerson Electric Co Industrials	Reduced	116,748	-800	$16,712,476	+8.5%	2.25%
UPS	United Parcel Service Inc Industrials	Reduced	150,682	-390	$16,198,315	+9.0%	2.18%
PEP	Pepsico Inc Consumer Defensive	Reduced	109,640	-340	$14,845,256	−13.1%	2.00%
Q	Qnity Electronics, Inc. Technology	Reduced	90,874	-2,549	$14,840,632	+37.7%	2.00%
TXN	Texas Instruments Inc Technology	Reduced	45,292	-3,844	$13,500,186	+41.5%	1.82%
TECH	BIO-TECHNE Corp Healthcare	Added	189,412	+15,297	$13,381,957	+47.1%	1.80%
SLB	Slb Limited/Nv Energy	Reduced	274,465	-2,345	$12,759,877	−10.3%	1.72%
WY	Weyerhaeuser Co Real Estate	Reduced	525,165	-2,100	$12,572,450	−2.4%	1.69%
FISV	Fiserv Inc	Added	243,014	+54,309	$11,919,836	+13.2%	1.61%
CPAY	Corpay, Inc. Technology	Reduced	33,576	-365	$11,189,873	+13.3%	1.51%
SYY	Sysco Corp Consumer Defensive	Reduced	129,892	-3,636	$10,856,373	+14.0%	1.46%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	112,019	-1,050	$10,269,901	+6.6%	1.38%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	18,334	0	$9,174,150	+4.4%	1.24%
CPRT	Copart Inc Industrials	Added	320,772	+40,630	$9,042,562	−2.8%	1.22%
AMT	American Tower Corp /Ma/ Real Estate	Added	51,244	+805	$8,381,981	−3.7%	1.13%
CSCO	Cisco Systems, Inc. Technology	Reduced	66,835	-6,704	$7,850,439	+37.6%	1.06%
DD	DuPont de Nemours, Inc. Basic Materials	Reduced	57,530	-115,711	$7,803,369	−1.7%	1.05%
FAST	Fastenal Co Industrials	Reduced	161,100	-8,155	$7,737,633	−1.5%	1.04%
XOM	ExxonMobil Holdings Corp Energy	Added	51,548	+241	$7,047,642	−19.0%	0.95%
ACN	Accenture plc Technology	Added	56,328	+40,071	$7,009,456	+117.4%	0.94%
CLX	Clorox Co /De/ Consumer Defensive	Added	66,234	+4,140	$6,321,372	−1.8%	0.85%
AAPL	Apple Inc. Technology	Added	21,733	+495	$6,288,660	+16.7%	0.85%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	18,828	-226	$6,162,969	+10.0%	0.83%
MSFT	Microsoft Corp Technology	Reduced	16,360	-360	$6,102,607	−1.4%	0.82%
DIS	Walt Disney Co Communication Services	Added	57,377	+25	$5,522,536	−0.1%	0.74%
UNP	Union Pacific Corp Industrials	Reduced	19,224	-132	$5,228,928	+11.3%	0.70%
FFIV	F5, Inc. Technology	Reduced	12,285	-440	$5,110,068	+38.8%	0.69%
HSY	Hershey Co Consumer Defensive	Added	29,045	+50	$5,095,945	−15.5%	0.69%
PFE	Pfizer Inc Healthcare	Reduced	176,761	-4,214	$4,256,404	−16.2%	0.57%
ABBV	AbbVie Inc. Healthcare	Added	14,832	+650	$3,732,324	+21.0%	0.50%
CAT	Caterpillar Inc Industrials	Reduced	3,325	-203	$3,540,792	+41.7%	0.48%
LLY	ELI LILLY & Co Healthcare	Held	2,484	0	$2,979,384	+30.4%	0.40%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.