Wilkins Investment Counsel Inc.

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Wilkins Investment Counsel Inc. reported 119 stock positions worth $698.2 million. Its top holding was Newmont (NEM) at 5.9% of the portfolio, followed by Merck (MRK, 4.3%) and Corteva (CTVA, 3.8%). Compared with Q4 2025, it opened 3 new positions, sold out of 4, added to 29 and reduced 41. The biggest buy was Corteva (CTVA, shares +1%) and the biggest sale Newmont (NEM, shares −17%).

Most Recent 13F
Q2 2026
Location
BOSTON, MA
CIK
0001276853
Portfolio Value
$698.2M (Q1 2026)
SEC Filing
0001276853-26-000006 ↗ filed May 7, 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 $698.2M Q1 2026 Q2 2026: $742.0M Q2 2026

Holdings 119 stocks · $698.2M
NEM Newmont Corp. 5.87% 378,630 $41.0M Reduce -17.1%
MRK Merck & Co. Inc. 4.25% 246,748 $29.7M Reduce -1.4%
CTVA Corteva Inc. 3.82% 318,391 $26.7M Add +0.7%
CB Chubb Ltd. 3.49% 74,729 $24.4M Reduce -1.0%
BP BP PLC-Spons ADR 3.12% 463,342 $21.8M Reduce -6.8%
WMB Williams Cos Inc. 3.02% 289,330 $21.1M Reduce -7.1%
MMM 3M Co. 2.95% 141,679 $20.6M Reduce -0.1%
PG The Procter & Gamble Co. 2.85% 137,632 $19.9M Add +0.7%
NTRS Northern Trust Corp. 2.78% 139,073 $19.4M Reduce -1.0%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 2.67% 76,773 $18.6M Reduce -0.2%
ADP Automatic Data Processing 2.51% 86,151 $17.5M Add +10.8%
MDT Medtronic PLC 2.50% 201,421 $17.5M Add +2.6%
NVS Novartis AG-Sponsored ADR 2.47% 112,677 $17.2M Reduce -3.2%
PEP Pepsico Inc. 2.45% 109,980 $17.1M Add +2.5%
IFF Intl Flavors & Fragrances filed as INTERNATIONAL FLAVORS&FRAGRA 2.40% 230,664 $16.7M Add +1.5%
JNJ Johnson & Johnson 2.35% 67,094 $16.4M Reduce -32.2%
ILMN Illumina Inc. 2.32% 131,585 $16.2M Add +0.2%
EMR Emerson Electric Co. 2.21% 117,548 $15.4M Reduce -0.3%
UPS United Parcel Service Class B 2.13% 151,072 $14.9M Reduce -1.3%
SLB SLB Ltd. filed as SLB LIMITED 2.04% 276,810 $14.2M Reduce -3.8%
IQV Iqvia Holdings Inc. 2.00% 81,969 $14.0M Add +19.9%
WY Weyerhaeuser Co. 1.84% 527,265 $12.9M Add +4.2%
FTNT Fortinet Inc. 1.77% 151,323 $12.4M Reduce -0.5%
Q Qnity Electronics Inc. 1.54% 93,423 $10.8M Reduce -0.0%
FISV Fiserv Inc. 1.51% 188,705 $10.5M Add +61.1%
CPAY Corpay Inc. 1.41% 33,941 $9.9M Reduce -0.2%
CL Colgate-Palmolive Co. 1.38% 113,069 $9.6M Add +1.0%
TXN Texas Instruments Inc. 1.37% 49,136 $9.5M Reduce -0.1%
SYY Sysco Corp. 1.36% 133,528 $9.5M Reduce -27.0%
CPRT Copart Inc. 1.33% 280,142 $9.3M Add +46.5%
TECH Bio-Techne Corp. 1.30% 174,115 $9.1M Add +68.6%
BRK.B Berkshire Hathaway Inc. Class B 1.26% 18,334 $8.8M No change
AMT American Tower Corp. 1.25% 50,439 $8.7M Add +24.6%
XOM Exxon Mobil Corp. 1.25% 51,307 $8.7M Reduce -0.0%
DD Dupont DE Nemours Inc. 1.14% 173,241 $7.9M Add +0.2%
FAST Fastenal Co. 1.12% 169,255 $7.9M Add +1.4%
CLX Clorox Company 0.92% 62,094 $6.4M Add +12.8%
MSFT Microsoft Corp. 0.89% 16,720 $6.2M Add +6.9%
HSY The Hershey Co. 0.86% 28,995 $6.0M Reduce -1.1%
CSCO Cisco Systems Inc. 0.82% 73,539 $5.7M Reduce -0.2%
JPM JPMorgan Chase & Co. 0.80% 19,054 $5.6M Add +0.6%
DIS The Walt Disney Co. filed as DISNEY WALT CO 0.79% 57,352 $5.5M Add +2.0%
AAPL Apple Inc. 0.77% 21,238 $5.4M Reduce -6.1%
PFE Pfizer Inc. 0.73% 180,975 $5.1M Add +0.9%
UNP Union Pacific Corp. 0.67% 19,356 $4.7M No change
FFIV F5 Inc. 0.53% 12,725 $3.7M Reduce -51.1%
ACN Accenture PLC Class A 0.46% 16,257 $3.2M Add +0.1%
ABBV Abbvie Inc. 0.44% 14,182 $3.1M Reduce -1.5%
CVX Chevron Corp. 0.44% 14,879 $3.1M Reduce -0.5%
NEE Nextera Energy Inc. 0.40% 29,985 $2.8M No change
COP Conocophillips 0.37% 19,625 $2.6M No change
PSX Phillips 66 0.37% 14,068 $2.6M Reduce -0.3%
CAT Caterpillar Inc. 0.36% 3,528 $2.5M Reduce -6.7%
AXP American Express Co. 0.35% 8,012 $2.4M Add +2.3%
ABT Abbott Laboratories 0.34% 23,253 $2.4M No change
DE Deere & Co. 0.33% 4,095 $2.3M No change
KO The Coca-Cola Co. 0.33% 30,119 $2.3M Reduce -0.7%
LLY Eli Lilly & Co. 0.33% 2,484 $2.3M Reduce -10.1%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.29% 17,345 $2.1M Reduce -6.5%
STT State Street Corp. 0.27% 14,950 $1.9M No change
MS Morgan Stanley 0.26% 11,149 $1.8M Reduce -1.3%
V Visa Inc. Class A 0.26% 5,961 $1.8M No change
GIS General Mills Inc. 0.25% 46,990 $1.7M Reduce -2.8%
TRMB Trimble Inc. 0.25% 26,700 $1.7M Add +1.7%
WMT Walmart Inc. 0.24% 13,506 $1.7M Reduce -18.3%
NSC Norfolk Southern Corp. 0.23% 5,537 $1.6M Reduce -0.5%
GE General Electric filed as GE AEROSPACE 0.23% 5,581 $1.6M Add +1.6%
AMZN Amazon.com Inc. 0.23% 7,560 $1.6M Add +157.8%
RTX RTX Corp. 0.22% 7,911 $1.5M Reduce -0.2%
CSX CSX Corp. 0.20% 34,400 $1.4M Reduce -0.6%
GOOG Alphabet Inc. Class C 0.18% 4,473 $1.3M Reduce -1.1%
ETN Eaton Corp. PLC 0.16% 3,191 $1.1M No change
ADSK Autodesk Inc. 0.15% 4,335 $1.0M No change
NVDA Nvidia Corp. 0.15% 5,845 $1.0M No change
VZ Verizon Communications Inc. 0.14% 19,809 $994K No change
ES Eversource Energy 0.13% 13,145 $911K No change
SPY SS SPDR S&P 500 ETF Trust-US 0.13% 1,393 $906K Reduce -4.1%
CMCSA Comcast Corp. Class A 0.12% 29,676 $852K No change
MCD McDonald's Corp. 0.12% 2,650 $824K No change
HD Home Depot Inc. 0.12% 2,458 $808K No change
DOV Dover Corp. 0.11% 3,850 $803K No change
HON Honeywell International Inc. 0.11% 3,269 $739K Add +15.1%
GPC Genuine Parts Co. 0.10% 6,800 $719K No change
DUK Duke Energy Corp. 0.10% 5,309 $695K No change
KMB Kimberly-Clark Corp. 0.10% 7,135 $688K Add +12.6%
ITW Illinois Tool Works 0.10% 2,602 $677K No change
CI The Cigna Group 0.09% 2,472 $659K No change
PNC PNC Financial Services Group 0.09% 3,040 $633K No change
COST Costco Wholesale Corp. 0.09% 610 $608K No change
T AT&T Inc. 0.08% 19,441 $564K No change
SO The Southern Co. 0.07% 5,100 $492K No change
MA Mastercard Inc. Class A 0.07% 975 $487K No change
MCO Moody's Corp. 0.07% 1,100 $480K No change
TFC Truist Financial Corp. 0.07% 9,975 $459K No change
SHW The Sherwin-Williams Co. 0.06% 1,325 $425K No change
LOW Lowe's Cos Inc. 0.06% 1,733 $409K No change
UNH Unitedhealth Group Inc. 0.06% 1,510 $409K Reduce -25.4%
BMY Bristol-Myers Squibb Co. 0.06% 6,700 $406K No change
GEV GE Vernova Inc. 0.06% 465 $406K Add +13.7%
MDY State Street SPDR S&P Midcap 0.06% 650 $401K No change

Show all 119 holdings

Portfolio Sells Q4 2025 → Q1 2026
NEM Newmont Corp. Reduce -17.1% 5.87% −0.78
IBM Intl Business Machines Corp. Reduce -0.2% 2.67% −0.66
JNJ Johnson & Johnson Reduce -32.2% 2.35% −0.64
SYY Sysco Corp. Reduce -27.0% 1.36% −0.60
FFIV F5 Inc. Reduce -51.1% 0.53% −0.44
MMM 3M Co. Reduce -0.1% 2.95% −0.36
IT Gartner Inc. Sold out 0.00% −0.18
AAPL Apple Inc. Reduce -6.1% 0.77% −0.12
LLY Eli Lilly & Co. Reduce -10.1% 0.33% −0.11
UPS United Parcel Service Class B Reduce -1.3% 2.13% −0.08
GIS General Mills Inc. Reduce -2.8% 0.25% −0.08
CPAY Corpay Inc. Reduce -0.2% 1.41% −0.08
EMR Emerson Electric Co. Reduce -0.3% 2.21% −0.08
UNH Unitedhealth Group Inc. Reduce -25.4% 0.06% −0.04
ABBV Abbvie Inc. Reduce -1.5% 0.44% −0.04
IWF iShares Russell 1000 Growth Sold out 0.00% −0.03
DEO Diageo PLC-Sponsored ADR Sold out 0.00% −0.03
QQQX Nuveen Nasdaq 100 DYN Overwr Sold out 0.00% −0.03
MS Morgan Stanley Reduce -1.3% 0.26% −0.03
WMT Walmart Inc. Reduce -18.3% 0.24% −0.03
GOOG Alphabet Inc. Class C Reduce -1.1% 0.18% −0.02
BNY Bank of New York Mellon Corp. Reduce -6.5% 0.29% −0.02
ORCL Oracle Corp. Reduce -4.3% 0.05% −0.02
NTRS Northern Trust Corp. Reduce -1.0% 2.78% −0.02
SPY SS SPDR S&P 500 ETF Trust-US Reduce -4.1% 0.13% −0.01
CSCO Cisco Systems Inc. Reduce -0.2% 0.82% −0.01
NSC Norfolk Southern Corp. Reduce -0.5% 0.23% −0.01
TT Trane Technologies PLC Reduce -5.6% 0.05% −0.00
RTX RTX Corp. Reduce -0.2% 0.22% +0.01
FTNT Fortinet Inc. Reduce -0.5% 1.77% +0.01
KO The Coca-Cola Co. Reduce -0.7% 0.33% +0.02
CSX CSX Corp. Reduce -0.6% 0.20% +0.02
CAT Caterpillar Inc. Reduce -6.7% 0.36% +0.04
CB Chubb Ltd. Reduce -1.0% 3.49% +0.05
HSY The Hershey Co. Reduce -1.1% 0.86% +0.09
PSX Phillips 66 Reduce -0.3% 0.37% +0.10
CVX Chevron Corp. Reduce -0.5% 0.44% +0.11
TXN Texas Instruments Inc. Reduce -0.1% 1.37% +0.12
NVS Novartis AG-Sponsored ADR Reduce -3.2% 2.47% +0.13
WMB Williams Cos Inc. Reduce -7.1% 3.02% +0.29
XOM Exxon Mobil Corp. Reduce -0.0% 1.25% +0.35
MRK Merck & Co. Inc. Reduce -1.4% 4.25% +0.41
SLB SLB Ltd. Reduce -3.8% 2.04% +0.43
Q Qnity Electronics Inc. Reduce -0.0% 1.54% +0.43
BP BP PLC-Spons ADR Reduce -6.8% 3.12% +0.60

Portfolio Buys Q4 2025 → Q1 2026
CTVA Corteva Inc. Add +0.7% 3.82% +0.73
TECH Bio-Techne Corp. Add +68.6% 1.30% +0.42
FISV Fiserv Inc. Add +61.1% 1.51% +0.36
CPRT Copart Inc. Add +46.5% 1.33% +0.24
AMT American Tower Corp. Add +24.6% 1.25% +0.21
PEP Pepsico Inc. Add +2.5% 2.45% +0.20
IFF Intl Flavors & Fragrances Add +1.5% 2.40% +0.16
FAST Fastenal Co. Add +1.4% 1.12% +0.15
AMZN Amazon.com Inc. Add +157.8% 0.23% +0.13
DD Dupont DE Nemours Inc. Add +0.2% 1.14% +0.12
CLX Clorox Company Add +12.8% 0.92% +0.11
WY Weyerhaeuser Co. Add +4.2% 1.84% +0.10
CL Colgate-Palmolive Co. Add +1.0% 1.38% +0.09
PFE Pfizer Inc. Add +0.9% 0.73% +0.08
GLW Corning Inc. New 0.04% +0.04
DOW Dow Inc. New 0.04% +0.04
LMT Lockheed Martin Corp. New 0.04% +0.04
HON Honeywell International Inc. Add +15.1% 0.11% +0.03
GEV GE Vernova Inc. Add +13.7% 0.06% +0.02
KMB Kimberly-Clark Corp. Add +12.6% 0.10% +0.01
PG The Procter & Gamble Co. Add +0.7% 2.85% −0.01
GE General Electric Add +1.6% 0.23% −0.02
TRMB Trimble Inc. Add +1.7% 0.25% −0.05
AXP American Express Co. Add +2.3% 0.35% −0.08
JPM JPMorgan Chase & Co. Add +0.6% 0.80% −0.09
DIS The Walt Disney Co. Add +2.0% 0.79% −0.14
ACN Accenture PLC Class A Add +0.1% 0.46% −0.17
ILMN Illumina Inc. Add +0.2% 2.32% −0.19
MSFT Microsoft Corp. Add +6.9% 0.89% −0.22
IQV Iqvia Holdings Inc. Add +19.9% 2.00% −0.24
MDT Medtronic PLC Add +2.6% 2.50% −0.25
ADP Automatic Data Processing Add +10.8% 2.51% −0.41

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