Wilkins Investment Counsel Inc Portfolio Stock Holdings
According to the SEC 13F filed on November 3, 2026, Wilkins Investment Counsel Inc disclosed 121 stock positions valued at approximately $763.81M as of quarter-end September 30, 2026. The largest holdings include NEWMONT, MERCK, and ILLUMINA.
- Report Period
- September 30, 2026
- No. of Stocks
- 121
- Portfolio Value
- $763.81M
Holdings by Sector
Wilkins Investment Counsel Inc Portfolio Holdings in Q3 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NEWMONT | NEM | Basic Materials | 5.30% | 351,200 | -22,370 | -5.99% | $40,507,408 |
| MERCK | MRK | Healthcare | 4.36% | 229,333 | -15,138 | -6.19% | $33,324,378 |
| ILLUMINA | ILMN | Healthcare | 4.16% | 116,115 | -10,160 | -8.05% | $31,778,353 |
| CORTEVA | CTVA | Basic Materials | 3.22% | 316,674 | +953 | +0.30% | $24,589,736 |
| CHUBB LIMITED | CB | Financial Services | 3.14% | 73,622 | -817 | -1.10% | $23,945,556 |
| IQVIA | IQV | Healthcare | 3.05% | 86,750 | -177 | -0.20% | $23,322,738 |
| 3M | MMM | Industrials | 3.01% | 140,083 | -1,191 | -0.84% | $22,994,624 |
| AUTOMATIC DATA PROCESSING | ADP | Technology | 2.93% | 86,744 | +250 | +0.29% | $22,385,157 |
| NORTHERN TRUST | NTRS | Financial Services | 2.86% | 128,872 | -3,199 | -2.42% | $21,825,762 |
| BP PLC | BP | Energy | 2.64% | 458,016 | -1,201 | -0.26% | $20,148,124 |
| PROCTER & GAMBLE | PG | Consumer Defensive | 2.61% | 137,080 | +600 | +0.44% | $19,914,982 |
| MEDTRONIC | MDT | Healthcare | 2.53% | 224,262 | +1,305 | +0.59% | $19,351,568 |
| INTERNATIONAL FLAVORS & FRAGRANCES | IFF | Basic Materials | 2.49% | 227,911 | -1,400 | -0.61% | $19,026,010 |
| WILLIAMS COS | WMB | Energy | 2.47% | 277,830 | -4,050 | -1.44% | $18,884,105 |
| FORTINET | FTNT | Technology | 2.42% | 103,468 | -10,677 | -9.35% | $18,495,940 |
| EMERSON ELECTRIC | EMR | Industrials | 2.35% | 115,773 | -975 | -0.84% | $17,956,392 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 2.28% | 65,837 | -960 | -1.44% | $17,429,687 |
| INTERNATIONAL BUSINESS MACHINES | IBM | Technology | 2.18% | 75,747 | -661 | -0.87% | $16,659,038 |
| NOVARTIS | NVS | Healthcare | 2.05% | 109,717 | -1,350 | -1.22% | $15,642,353 |
| UNITED PARCEL SERVICE | UPS | Industrials | 1.85% | 151,057 | +375 | +0.25% | $14,114,766 |
| PEPSICO | PEP | Consumer Defensive | 1.83% | 110,286 | +646 | +0.59% | $13,975,442 |
| BIO-TECHNE | TECH | Healthcare | 1.79% | 188,267 | -1,145 | -0.60% | $13,643,709 |
| SLB | SLB | Energy | 1.76% | 275,465 | +1,000 | +0.36% | $13,420,655 |
| CORPAY INC | CPAY | Technology | 1.71% | 33,570 | -6 | -0.02% | $13,045,302 |
| TEXAS INSTRUMENTS | TXN | Technology | 1.62% | 44,267 | -1,025 | -2.26% | $12,398,744 |
| FISERV | FI | Technology | 1.58% | 266,526 | +23,512 | +9.68% | $12,041,645 |
| QNITY ELECTRONICS | Q | Technology | 1.47% | 89,254 | -1,620 | -1.78% | $11,222,798 |
| WEYERHAEUSER | WY | Real Estate | 1.39% | 558,875 | +33,710 | +6.42% | $10,646,569 |
| ACCENTURE | ACN | Technology | 1.37% | 57,028 | +700 | +1.24% | $10,457,224 |
| SYSCO | SYY | Consumer Defensive | 1.33% | 129,907 | +15 | +0.01% | $10,127,550 |
Showing 30 of 121 holdings in the latest reporting period.