Institutions / Wilkins Investment Counsel Inc
Wilkins Investment Counsel Inc
CIK 1276853 · Institution · as of Mar 31, 2026
Portfolio value
$698.18M
Positions
119
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$698.18M+1.8%Positions
119-0.8%Top holdings
Mar 31, 2026View all 119 →
| Company | Value | % of portfolio |
|---|---|---|
| Newmont Corp | $40.99M | 5.9% |
| Merck & Co., Inc. | $29.68M | 4.3% |
| Corteva, Inc. | $26.65M | 3.8% |
| Chubb Ltd | $24.36M | 3.5% |
| Bp PLC | $21.78M | 3.1% |
| Williams Cos Inc/The | $21.06M | 3.0% |
| 3M Co | $20.58M | 2.9% |
| PROCTER & GAMBLE Co | $19.88M | 2.8% |
| Northern Trust Corp | $19.41M | 2.8% |
| International Business Machines Corp | $18.61M | 2.7% |
| Automatic Data Processing Inc | $17.50M | 2.5% |
| Medtronic plc | $17.45M | 2.5% |
| Novartis | $17.21M | 2.5% |
| Pepsico Inc | $17.08M | 2.4% |
| International Flavors & Fragrances Inc | $16.73M | 2.4% |
| Johnson & Johnson | $16.40M | 2.3% |
| Illumina Inc | $16.22M | 2.3% |
| Emerson Electric Co | $15.40M | 2.2% |
| United Parcel Service Inc | $14.86M | 2.1% |
| Slb LIMITED/NV | $14.23M | 2.0% |
| Iqvia Holdings Inc. | $13.98M | 2.0% |
| Weyerhaeuser Co | $12.88M | 1.8% |
| Fortinet Inc | $12.37M | 1.8% |
| Qnity Electronics, Inc. | $10.78M | 1.5% |
| Fiserv Inc | $10.53M | 1.5% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Newmont Corp Common stock | $-8.48M | -78K -17.14% | 378,630 5.87% of portfolio | medium |
| Q1 2026 as of | Trim | Johnson & Johnson Common stock | $-7.79M | -32K -32.19% | 67,094 2.35% of portfolio | medium |
| Q1 2026 as of | Add | Fiserv Inc Common stock | $3.99M | +72K +61.07% | 188,705 1.51% of portfolio | low |
| Q1 2026 as of | Trim | F5 Inc Common stock | $-3.85M | -13K -51.10% | 12,725 0.53% of portfolio | low |
| Q1 2026 as of | Add | BIO-TECHNE Corp Common stock | $3.70M | +71K +68.60% | 174,115 1.30% of portfolio | low |
| Q1 2026 as of | Trim | Sysco Corp Common stock | $-3.53M | -49K -27.02% | 133,528 1.36% of portfolio | low |
| Q1 2026 as of | Add | Copart Inc Common stock | $2.95M | +89K +46.45% | 280,142 1.33% of portfolio | low |
| Q1 2026 as of | Add | Iqvia Holdings Inc. Common stock | $2.32M | +14K +19.90% | 81,969 2.00% of portfolio | low |
| Q1 2026 as of | Add | American Tower Corp Common stock | $1.72M | +10K +24.60% | 50,439 1.25% of portfolio | low |
| Q1 2026 as of | Add | Automatic Data Processing Inc Common stock | $1.70M | +8K +10.76% | 86,151 2.51% of portfolio | low |