WILKINS INVESTMENT COUNSEL INC

CIK

1276853

Location

BOSTON, MA

Portfolio Value

Small $740,391,074

Diversification

Diversified

Filing Date

Global Rank

#2,286 / 8,633 ▼ 32

Top Industry

Drug Manufacturers - General 10.6%

3Y Alpha vs SPY

-5.2%

Period ended 51 days ago

Filed Aug 6, 2026 · 14d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+56.5%

SPY

+76.2%

Annualised alpha

-4.7%

Max drawdown

−14.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

114 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

33.6%

−1.2 pts

HHI

219

Diversified−9

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	18.1%	$133,924,765	15
Industrials	13.0%	$96,021,476	21
Basic Materials	11.9%	$88,465,783	6
Financial Services	10.7%	$79,078,487	18
Consumer Defensive	10.1%	$74,436,762	12
Energy	8.7%	$64,607,011	7
Real Estate	2.8%	$20,954,431	2
Unclassified	1.8%	$13,674,997	4
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

114 tracked positions · $740,391,074 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 114 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%	4.71%
MRK	Merck & Co., Inc. Healthcare	Reduced	244,471	-2,277	$31,414,523	+5.8%	4.24%
CTVA	Corteva, Inc. Basic Materials	Reduced	315,721	-2,670	$26,738,411	+0.3%	3.61%
CB	Chubb Ltd Financial Services	Reduced	74,439	-290	$25,364,344	+4.1%	3.43%
NTRS	Northern Trust Corp Financial Services	Reduced	132,071	-7,002	$22,959,222	+18.3%	3.10%
MMM	3M Co Industrials	Reduced	141,274	-405	$22,873,673	+11.2%	3.09%
ILMN	Illumina, Inc. Healthcare	Reduced	126,275	-5,310	$22,202,933	+36.9%	3.00%
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%	2.83%
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%	2.62%
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%	2.37%
MDT	Medtronic plc Healthcare	Added	222,957	+21,536	$17,441,926	−0.1%	2.36%
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%	2.27%
EMR	Emerson Electric Co Industrials	Reduced	116,748	-800	$16,712,476	+8.5%	2.26%
UPS	United Parcel Service Inc Industrials	Reduced	150,682	-390	$16,198,315	+9.0%	2.19%
PEP	Pepsico Inc Consumer Defensive	Reduced	109,640	-340	$14,845,256	−13.1%	2.01%
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%	1.81%
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%	1.70%
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%	1.47%
CL	Colgate Palmolive Co Consumer Defensive	Reduced	112,019	-1,050	$10,269,901	+6.6%	1.39%
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%	1.05%
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%	0.95%
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%	0.75%
UNP	Union Pacific Corp Industrials	Reduced	19,224	-132	$5,228,928	+11.3%	0.71%
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.