Wilkins Investment Counsel Inc.

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), Wilkins Investment Counsel Inc. reported 119 stock positions worth $742.0 million. Its top holding was Newmont (NEM) at 4.7% of the portfolio, followed by Merck (MRK, 4.2%) and Corteva (CTVA, 3.6%). Compared with Q1 2026, it opened 2 new positions, sold out of 3, added to 20 and reduced 54. The biggest buy was Bio-Techne (TECH, shares +9%) and the biggest sale Newmont (NEM, shares −1%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001276853
Portfolio Value
$742.0M (Q2 2026)
SEC Filing
0001276853-26-000009 ↗ filed Aug 6, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M Q1 2024: $684.9M Q1 2024 Q2 2024: $670.6M Q2 2024 Q3 2024: $723.3M Q3 2024 Q4 2024: $691.6M Q4 2024 Q1 2025: $698.1M Q1 2025 Q2 2025: $706.7M Q2 2025 Q3 2025: $706.1M Q3 2025 Q4 2025: $685.9M Q4 2025 Q1 2026: $698.2M Q1 2026 Q2 2026: $742.0M $742.0M Q2 2026

Holdings 119 stocks · $742.0M
NEM Newmont Corp. 4.70% 373,570 $34.9M Reduce -1.3%
MRK Merck & Co. Inc. 4.23% 244,471 $31.4M Reduce -0.9%
CTVA Corteva Inc. 3.60% 315,721 $26.7M Reduce -0.8%
CB Chubb Ltd. 3.42% 74,439 $25.4M Reduce -0.4%
NTRS Northern Trust Corp. 3.09% 132,071 $23.0M Reduce -5.0%
MMM 3M Co. 3.08% 141,274 $22.9M Reduce -0.3%
ILMN Illumina Inc. 2.99% 126,275 $22.2M Reduce -4.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.90% 76,408 $21.5M Reduce -0.5%
WMB Williams Cos Inc. 2.82% 281,880 $21.0M Reduce -2.6%
PG The Procter & Gamble Co. 2.70% 136,480 $20.0M Reduce -0.8%
ADP Automatic Data Processing 2.61% 86,494 $19.4M Add +0.4%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 2.45% 229,311 $18.2M Reduce -0.6%
FTNT Fortinet Inc. 2.36% 114,145 $17.5M Reduce -24.6%
MDT Medtronic PLC 2.35% 222,957 $17.4M Add +10.7%
NVS Novartis AG-Sponsored ADR 2.35% 111,067 $17.4M Reduce -1.4%
BP BP PLC-Spons ADR 2.29% 459,217 $17.0M Reduce -0.9%
JNJ Johnson & Johnson 2.29% 66,797 $17.0M Reduce -0.4%
IQV Iqvia Holdings Inc. 2.26% 86,927 $16.8M Add +6.0%
EMR Emerson Electric Co. 2.25% 116,748 $16.7M Reduce -0.7%
UPS United Parcel Service Class B 2.18% 150,682 $16.2M Reduce -0.3%
PEP Pepsico Inc. 2.00% 109,640 $14.8M Reduce -0.3%
Q Qnity Electronics Inc. 2.00% 90,874 $14.8M Reduce -2.7%
TXN Texas Instruments Inc. 1.82% 45,292 $13.5M Reduce -7.8%
TECH Bio-Techne Corp. 1.80% 189,412 $13.4M Add +8.8%
SLB SLB Ltd. filed as SLB LIMITED 1.72% 274,465 $12.8M Reduce -0.8%
WY Weyerhaeuser Co. 1.69% 525,165 $12.6M Reduce -0.4%
FISV Fiserv Inc. 1.61% 243,014 $11.9M Add +28.8%
CPAY Corpay Inc. 1.51% 33,576 $11.2M Reduce -1.1%
SYY Sysco Corp. 1.46% 129,892 $10.9M Reduce -2.7%
CL Colgate-Palmolive Co. 1.38% 112,019 $10.3M Reduce -0.9%
BRK.B Berkshire Hathaway Inc. Class B 1.24% 18,334 $9.2M No change
CPRT Copart Inc. 1.22% 320,772 $9.0M Add +14.5%
AMT American Tower Corp. 1.13% 51,244 $8.4M Add +1.6%
CSCO Cisco Systems Inc. 1.06% 66,835 $7.9M Reduce -9.1%
DD Dupont DE Nemours Inc. 1.05% 57,530 $7.8M Reduce -0.4%
FAST Fastenal Co. 1.04% 161,100 $7.7M Reduce -4.8%
XOM Exxonmobil Holdings Corp. 0.95% 51,548 $7.0M Add +0.5%
ACN Accenture PLC Class A 0.94% 56,328 $7.0M Add +246.5%
CLX Clorox Company 0.85% 66,234 $6.3M Add +6.7%
AAPL Apple Inc. 0.85% 21,733 $6.3M Add +2.3%
JPM JPMorgan Chase & Co. 0.83% 18,828 $6.2M Reduce -1.2%
MSFT Microsoft Corp. 0.82% 16,360 $6.1M Reduce -2.1%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.74% 57,377 $5.5M Add +0.0%
UNP Union Pacific Corp. 0.70% 19,224 $5.2M Reduce -0.7%
FFIV F5 Inc. 0.69% 12,285 $5.1M Reduce -3.5%
HSY The Hershey Co. 0.69% 29,045 $5.1M Add +0.2%
PFE Pfizer Inc. 0.57% 176,761 $4.3M Reduce -2.3%
ABBV Abbvie Inc. 0.50% 14,832 $3.7M Add +4.6%
CAT Caterpillar Inc. 0.48% 3,325 $3.5M Reduce -5.8%
LLY Eli Lilly & Co. 0.40% 2,484 $3.0M No change
AXP American Express Co. 0.36% 7,962 $2.7M Reduce -0.6%
NEE Nextera Energy Inc. 0.35% 29,985 $2.6M No change
DE Deere & Co. 0.35% 4,040 $2.6M Reduce -1.3%
STT State Street Corp. 0.34% 14,900 $2.5M Reduce -0.3%
BNY Bank of New York Mellon Corp. 0.33% 17,145 $2.5M Reduce -1.1%
CVX Chevron Corp. 0.33% 14,829 $2.5M Reduce -0.3%
KO The Coca-Cola Co. 0.33% 29,967 $2.4M Reduce -0.5%
PSX Phillips 66 0.32% 14,068 $2.4M No change
MS Morgan Stanley 0.30% 10,599 $2.2M Reduce -4.9%
GE General Electric filed as GE AEROSPACE 0.29% 5,812 $2.2M Add +4.1%
ABT Abbott Laboratories 0.29% 23,557 $2.1M Add +1.3%
V Visa Inc. Class A 0.28% 5,966 $2.0M Add +0.1%
COP Conocophillips 0.28% 19,625 $2.0M No change
AMZN Amazon.com Inc. 0.24% 7,360 $1.8M Reduce -2.6%
NSC Norfolk Southern Corp. 0.23% 5,437 $1.7M Reduce -1.8%
CSX CSX Corp. 0.21% 33,450 $1.6M Reduce -2.8%
GOOG Alphabet Inc. Class C 0.21% 4,373 $1.5M Reduce -2.2%
GIS General Mills Inc. 0.20% 43,440 $1.5M Reduce -7.5%
RTX RTX Corp. 0.20% 7,853 $1.5M Reduce -0.7%
WMT Walmart Inc. 0.20% 12,806 $1.5M Reduce -5.2%
TRMB Trimble Inc. 0.18% 25,900 $1.3M Reduce -3.0%
ETN Eaton Corp. PLC 0.17% 3,041 $1.3M Reduce -4.7%
NVDA Nvidia Corp. 0.16% 5,845 $1.2M No change
SPY SS SPDR S&P 500 ETF Trust-US 0.14% 1,393 $1.0M No change
ES Eversource Energy 0.13% 13,145 $950K No change
DOV Dover Corp. 0.12% 3,850 $863K No change
HD Home Depot Inc. 0.11% 2,383 $840K Reduce -3.0%
VZ Verizon Communications Inc. 0.11% 19,809 $839K No change
ADSK Autodesk Inc. 0.11% 4,235 $823K Reduce -2.3%
GPC Genuine Parts Co. 0.11% 6,800 $802K No change
KMB Kimberly-Clark Corp. 0.11% 7,135 $783K No change
PNC PNC Financial Services Group 0.10% 3,040 $749K No change
CMCSA Comcast Corp. Class A 0.10% 29,676 $729K No change
CI The Cigna Group 0.10% 2,630 $725K Add +6.4%
MCD McDonald's Corp. 0.10% 2,650 $716K No change
ITW Illinois Tool Works 0.09% 2,602 $704K No change
DUK Duke Energy Corp. 0.09% 5,309 $672K No change
GEV GE Vernova Inc. 0.09% 558 $656K Add +20.0%
MA Mastercard Inc. Class A 0.07% 975 $501K No change
MCO Moody's Corp. 0.07% 1,100 $498K No change
TFC Truist Financial Corp. 0.07% 9,975 $497K No change
SO The Southern Co. 0.07% 5,100 $488K No change
SOXX iShares Semiconductor ETF 0.06% 750 $481K No change
COST Costco Wholesale Corp. 0.06% 510 $477K Reduce -16.4%
UNH Unitedhealth Group Inc. 0.06% 1,135 $472K Reduce -24.8%
MDY State Street SPDR S&P Midcap 0.06% 650 $457K No change
SHW The Sherwin-Williams Co. 0.06% 1,325 $456K No change
VONE Vanguard Russell 1000 0.06% 1,340 $454K No change
T AT&T Inc. 0.06% 21,826 $452K Add +12.3%
TT Trane Technologies PLC 0.06% 843 $414K No change

Show all 119 holdings

Portfolio Sells Q1 2026 → Q2 2026
NEM Newmont Corp. Reduce -1.3% 4.70% −1.17
BP BP PLC-Spons ADR Reduce -0.9% 2.29% −0.83
PEP Pepsico Inc. Reduce -0.3% 2.00% −0.45
SLB SLB Ltd. Reduce -0.8% 1.72% −0.32
CTVA Corteva Inc. Reduce -0.8% 3.60% −0.21
WMB Williams Cos Inc. Reduce -2.6% 2.82% −0.19
PFE Pfizer Inc. Reduce -2.3% 0.57% −0.15
WY Weyerhaeuser Co. Reduce -0.4% 1.69% −0.15
PG The Procter & Gamble Co. Reduce -0.8% 2.70% −0.15
NVS Novartis AG-Sponsored ADR Reduce -1.4% 2.35% −0.12
CVX Chevron Corp. Reduce -0.3% 0.33% −0.11
DD Dupont DE Nemours Inc. Reduce -0.4% 1.05% −0.08
FAST Fastenal Co. Reduce -4.8% 1.04% −0.08
TRMB Trimble Inc. Reduce -3.0% 0.18% −0.07
CB Chubb Ltd. Reduce -0.4% 3.42% −0.07
MSFT Microsoft Corp. Reduce -2.1% 0.82% −0.06
JNJ Johnson & Johnson Reduce -0.4% 2.29% −0.06
GIS General Mills Inc. Reduce -7.5% 0.20% −0.05
WMT Walmart Inc. Reduce -5.2% 0.20% −0.04
GLW Corning Inc. Sold out 0.00% −0.04
AMGN Amgen Inc. Sold out 0.00% −0.04
ADSK Autodesk Inc. Reduce -2.3% 0.11% −0.04
DOW Dow Inc. Sold out 0.00% −0.04
COST Costco Wholesale Corp. Reduce -16.4% 0.06% −0.02
RTX RTX Corp. Reduce -0.7% 0.20% −0.02
MRK Merck & Co. Inc. Reduce -0.9% 4.23% −0.02
HD Home Depot Inc. Reduce -3.0% 0.11% −0.00
KO The Coca-Cola Co. Reduce -0.5% 0.33% +0.00
NSC Norfolk Southern Corp. Reduce -1.8% 0.23% +0.00
CL Colgate-Palmolive Co. Reduce -0.9% 1.38% +0.00
UNH Unitedhealth Group Inc. Reduce -24.8% 0.06% +0.01
AMZN Amazon.com Inc. Reduce -2.6% 0.24% +0.01
ETN Eaton Corp. PLC Reduce -4.7% 0.17% +0.01
CSX CSX Corp. Reduce -2.8% 0.21% +0.01
DE Deere & Co. Reduce -1.3% 0.35% +0.01
AXP American Express Co. Reduce -0.6% 0.36% +0.02
GOOG Alphabet Inc. Class C Reduce -2.2% 0.21% +0.02
JPM JPMorgan Chase & Co. Reduce -1.2% 0.83% +0.03
UNP Union Pacific Corp. Reduce -0.7% 0.70% +0.03
MS Morgan Stanley Reduce -4.9% 0.30% +0.04
BNY Bank of New York Mellon Corp. Reduce -1.1% 0.33% +0.04
EMR Emerson Electric Co. Reduce -0.7% 2.25% +0.05
IFF Intl Flavors & Fragrances Reduce -0.6% 2.45% +0.05
UPS United Parcel Service Class B Reduce -0.3% 2.18% +0.05
STT State Street Corp. Reduce -0.3% 0.34% +0.07
CPAY Corpay Inc. Reduce -1.1% 1.51% +0.09
SYY Sysco Corp. Reduce -2.7% 1.46% +0.10
CAT Caterpillar Inc. Reduce -5.8% 0.48% +0.12
MMM 3M Co. Reduce -0.3% 3.08% +0.14
FFIV F5 Inc. Reduce -3.5% 0.69% +0.16

Portfolio Buys Q1 2026 → Q2 2026
TECH Bio-Techne Corp. Add +8.8% 1.80% +0.50
ACN Accenture PLC Class A Add +246.5% 0.94% +0.48
IQV Iqvia Holdings Inc. Add +6.0% 2.26% +0.26
ADP Automatic Data Processing Add +0.4% 2.61% +0.10
FISV Fiserv Inc. Add +28.8% 1.61% +0.10
AAPL Apple Inc. Add +2.3% 0.85% +0.08
GE General Electric Add +4.1% 0.29% +0.07
ABBV Abbvie Inc. Add +4.6% 0.50% +0.06
GL Globe Life Inc. New 0.03% +0.03
GEV GE Vernova Inc. Add +20.0% 0.09% +0.03
QQQX Nuveen Nasdaq 100 DYN Overwr New 0.03% +0.03
V Visa Inc. Class A Add +0.1% 0.28% +0.02
CI The Cigna Group Add +6.4% 0.10% +0.00
T AT&T Inc. Add +12.3% 0.06% −0.02
DIS The Walt Disney Co. Add +0.0% 0.74% −0.05
ABT Abbott Laboratories Add +1.3% 0.29% −0.05
CLX Clorox Company Add +6.7% 0.85% −0.07
CPRT Copart Inc. Add +14.5% 1.22% −0.11
AMT American Tower Corp. Add +1.6% 1.13% −0.12
MDT Medtronic PLC Add +10.7% 2.35% −0.15
HSY The Hershey Co. Add +0.2% 0.69% −0.18
XOM Exxonmobil Holdings Corp. Add +0.5% 0.95% −0.30

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 119$742.0MNEM, MRK, CTVA, CB, NTRS
Q1 2026 119$698.2MNEM, MRK, CTVA, CB, BP
Q4 2025 120$685.9MNEM, MRK, CB, IBM, MMM
Q3 2025 122$706.1MNEM, IBM, MMM, ADP, WMB
Q2 2025 120$706.7MNEM, IBM, CTVA, ADP, CB
Q1 2025 125$698.1MNEM, ADP, IBM, CB, PG
Q4 2024 128$691.6MPG, ADP, MRK, CB, NEM
Q3 2024 124$723.3MNEM, MRK, PG, CB, ADP
Q2 2024 126$670.6MMRK, PG, NEM, CB, ADP
Q1 2024 127$684.9MMRK, PG, INTC, NEM, CB