Q1 2026 · 13F-HR
WILKINS INVESTMENT COUNSEL INCholdings as filed
Filed 2026-05-07 · accession 0001276853-26-000006
$698.2M
Reported value
119
Positions
2026-03-31
Period end
The Brief · WILKINS INVESTMENT COUNSEL INC · Q1 2026
AI · grounded in 13F
WILKINS INVESTMENT COUNSEL INC reduced its position in FFIV by 51.1%. The fund also trimmed holdings in JNJ by 32.2% and SYY by 27%. Conversely, it increased its stake in TECH by 68.6%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 651639106 | NEM | NEWMONT | $41.0M | 5.87% | 378,630 | Common | NONE |
| 58933Y105 | MRK | MERCK | $29.7M | 4.25% | 246,748 | Common | NONE |
| 22052L104 | CTVA | CORTEVA | $26.7M | 3.82% | 318,391 | Common | NONE |
| H1467J104 | CB | CHUBB LIMITED | $24.4M | 3.49% | 74,729 | Common | NONE |
| 055622104 | BP | BP PLC | $21.8M | 3.12% | 463,342 | Common | NONE |
| 969457100 | WMB | WILLIAMS COS | $21.1M | 3.02% | 289,330 | Common | NONE |
| 88579Y101 | MMM | 3M | $20.6M | 2.95% | 141,679 | Common | NONE |
| 742718109 | PG | PROCTER & GAMBLE | $19.9M | 2.85% | 137,632 | Common | NONE |
| 665859104 | NTRS | NORTHERN TRUST | $19.4M | 2.78% | 139,073 | Common | NONE |
| 459200101 | IBM | INTERNATIONAL BUSINESS MACHINES | $18.6M | 2.67% | 76,773 | Common | NONE |
| 053015103 | ADP | AUTOMATIC DATA PROCESSING | $17.5M | 2.51% | 86,151 | Common | NONE |
| G5960L103 | MDT | MEDTRONIC | $17.5M | 2.50% | 201,421 | Common | NONE |
| 66987V109 | NVS | NOVARTIS | $17.2M | 2.47% | 112,677 | Common | NONE |
| 713448108 | PEP | PEPSICO | $17.1M | 2.45% | 109,980 | Common | NONE |
| 459506101 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES | $16.7M | 2.40% | 230,664 | Common | NONE |
| 478160104 | JNJ | JOHNSON & JOHNSON | $16.4M | 2.35% | 67,094 | Common | NONE |
| 452327109 | ILMN | ILLUMINA | $16.2M | 2.32% | 131,585 | Common | NONE |
| 291011104 | EMR | EMERSON ELECTRIC | $15.4M | 2.21% | 117,548 | Common | NONE |
| 911312106 | UPS | UNITED PARCEL SERVICE | $14.9M | 2.13% | 151,072 | Common | NONE |
| 806857108 | SLB | SLB | $14.2M | 2.04% | 276,810 | Common | NONE |
| 46266C105 | IQV | IQVIA | $14.0M | 2.00% | 81,969 | Common | NONE |
| 962166104 | WY | WEYERHAEUSER | $12.9M | 1.84% | 527,265 | Common | NONE |
| 34959E109 | FTNT | FORTINET | $12.4M | 1.77% | 151,323 | Common | NONE |
| 74743L100 | Q | QNITY ELECTRONICS | $10.8M | 1.54% | 93,423 | Common | NONE |
| 337738108 | FISV | FISERV | $10.5M | 1.51% | 188,705 | Common | NONE |
| 219948106 | CPAY | CORPAY INC | $9.9M | 1.41% | 33,941 | Common | NONE |
| 194162103 | CL | COLGATE-PALMOLIVE | $9.6M | 1.38% | 113,069 | Common | NONE |
| 882508104 | TXN | TEXAS INSTRUMENTS | $9.5M | 1.37% | 49,136 | Common | NONE |
| 871829107 | SYY | SYSCO | $9.5M | 1.36% | 133,528 | Common | NONE |
| 217204106 | CPRT | COPART | $9.3M | 1.33% | 280,142 | Common | NONE |
| 09073M104 | TECH | BIO-TECHNE | $9.1M | 1.30% | 174,115 | Common | NONE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY CL B | $8.8M | 1.26% | 18,334 | Common | NONE |
| 03027X100 | AMT | AMERICAN TOWER | $8.7M | 1.25% | 50,439 | Common | NONE |
| 30231G102 | XOM | EXXON MOBIL | $8.7M | 1.25% | 51,307 | Common | NONE |
| 26614N102 | DD | DUPONT | $7.9M | 1.14% | 173,241 | Common | NONE |
| 311900104 | FAST | FASTENAL | $7.9M | 1.12% | 169,255 | Common | NONE |
| 189054109 | CLX | CLOROX | $6.4M | 0.92% | 62,094 | Common | NONE |
| 594918104 | MSFT | MICROSOFT | $6.2M | 0.89% | 16,720 | Common | NONE |
| 427866108 | HSY | HERSHEY COMPANY | $6.0M | 0.86% | 28,995 | Common | NONE |
| 17275R102 | CSCO | CISCO SYSTEMS | $5.7M | 0.82% | 73,539 | Common | NONE |
| 46625H100 | JPM | J.P. MORGAN CHASE | $5.6M | 0.80% | 19,054 | Common | NONE |
| 254687106 | DIS | WALT DISNEY | $5.5M | 0.79% | 57,352 | Common | NONE |
| 037833100 | AAPL | APPLE | $5.4M | 0.77% | 21,238 | Common | NONE |
| 717081103 | PFE | PFIZER | $5.1M | 0.73% | 180,975 | Common | NONE |
| 907818108 | UNP | UNION PACIFIC | $4.7M | 0.67% | 19,356 | Common | NONE |
| 315616102 | FFIV | F5 NETWORKS | $3.7M | 0.53% | 12,725 | Common | NONE |
| G1151C101 | ACN | ACCENTURE | $3.2M | 0.46% | 16,257 | Common | NONE |
| 00287Y109 | ABBV | ABBVIE | $3.1M | 0.44% | 14,182 | Common | NONE |
| 166764100 | CVX | CHEVRON | $3.1M | 0.44% | 14,879 | Common | NONE |
| 65339F101 | NEE | NEXTERA ENERGY INC COM | $2.8M | 0.40% | 29,985 | Common | NONE |
| 20825C104 | COP | CONOCOPHILLIPS | $2.6M | 0.37% | 19,625 | Common | NONE |
| 718546104 | PSX | PHILLIPS 66 | $2.6M | 0.37% | 14,068 | Common | NONE |
| 149123101 | CAT | CATERPILLAR | $2.5M | 0.36% | 3,528 | Common | NONE |
| 025816109 | AXP | AMERICAN EXPRESS CO COM | $2.4M | 0.35% | 8,012 | Common | NONE |
| 002824100 | ABT | ABBOTT LABORATORIES COM | $2.4M | 0.34% | 23,253 | Common | NONE |
| 244199105 | DE | DEERE & CO COM | $2.3M | 0.33% | 4,095 | Common | NONE |
| 191216100 | KO | COCA COLA | $2.3M | 0.33% | 30,119 | Common | NONE |
| 532457108 | LLY | ELI LILLY | $2.3M | 0.33% | 2,484 | Common | NONE |
| 064058100 | BK | BANK NEW YORK MELLON CORP COM | $2.1M | 0.29% | 17,345 | Common | NONE |
| 857477103 | STT | STATE STREET | $1.9M | 0.27% | 14,950 | Common | NONE |
| 617446448 | MS | MORGAN STANLEY COM NEW | $1.8M | 0.26% | 11,149 | Common | NONE |
| 92826C839 | V | VISA | $1.8M | 0.26% | 5,961 | Common | NONE |
| 370334104 | GIS | GENERAL MILLS | $1.7M | 0.25% | 46,990 | Common | NONE |
| 896239100 | TRMB | TRIMBLE | $1.7M | 0.25% | 26,700 | Common | NONE |
| 931142103 | WMT | WAL-MART STORES | $1.7M | 0.24% | 13,506 | Common | NONE |
| 655844108 | NSC | NORFOLK SOUTHERN | $1.6M | 0.23% | 5,537 | Common | NONE |
| 369604301 | GE | GENERAL ELECTRIC | $1.6M | 0.23% | 5,581 | Common | NONE |
| 023135106 | AMZN | AMAZON | $1.6M | 0.23% | 7,560 | Common | NONE |
| 75513E101 | RTX | RAYTHEON TECHNOLOGIES | $1.5M | 0.22% | 7,911 | Common | NONE |
| 126408103 | CSX | CSX CORP COM | $1.4M | 0.20% | 34,400 | Common | NONE |
| 02079K107 | GOOG | ALPHABET CL C | $1.3M | 0.18% | 4,473 | Common | NONE |
| G29183103 | ETN | EATON CORP PLC SHS | $1.1M | 0.16% | 3,191 | Common | NONE |
| 052769106 | ADSK | AUTODESK | $1.0M | 0.15% | 4,335 | Common | NONE |
| 67066G104 | NVDA | NVIDIA CORPORATION COM | $1.0M | 0.15% | 5,845 | Common | NONE |
| 92343V104 | VZ | VERIZON | $994,412 | 0.14% | 19,809 | Common | NONE |
| 30040W108 | ES | EVERSOURCE ENERGY | $910,686 | 0.13% | 13,145 | Common | NONE |
| 78462F103 | SPY | STATE STREET SPDR S&P 500 ETF | $905,924 | 0.13% | 1,393 | Common | NONE |
| 20030N101 | CMCSA | COMCAST CORP | $851,998 | 0.12% | 29,676 | Common | NONE |
| 580135101 | MCD | MCDONALD'S | $823,594 | 0.12% | 2,650 | Common | NONE |
| 437076102 | HD | HOME DEPOT | $808,412 | 0.12% | 2,458 | Common | NONE |
| 260003108 | DOV | DOVER CORP COM | $802,533 | 0.11% | 3,850 | Common | NONE |
| 438516106 | HON | HONEYWELL INTERNATIONAL | $738,892 | 0.11% | 3,269 | Common | NONE |
| 372460105 | GPC | GENUINE PARTS CO COM | $719,100 | 0.10% | 6,800 | Common | NONE |
| 26441C204 | DUK | DUKE ENERGY | $695,160 | 0.10% | 5,309 | Common | NONE |
| 494368103 | KMB | KIMBERLY-CLARK CORP COM | $688,313 | 0.10% | 7,135 | Common | NONE |
| 452308109 | ITW | ILLINOIS TOOL WORKS | $677,275 | 0.10% | 2,602 | Common | NONE |
| 125523100 | CI | THE CIGNA GROUP COM | $659,406 | 0.09% | 2,472 | Common | NONE |
| 693475105 | PNC | PNC FINL SVCS GROUP INC COM | $632,594 | 0.09% | 3,040 | Common | NONE |
| 22160K105 | COST | COSTCO | $607,822 | 0.09% | 610 | Common | NONE |
| 00206R102 | T | AT&T | $563,595 | 0.08% | 19,441 | Common | NONE |
| 842587107 | SO | SOUTHERN | $492,252 | 0.07% | 5,100 | Common | NONE |
| 57636Q104 | MA | MASTERCARD INCORPORATED CL A | $487,169 | 0.07% | 975 | Common | NONE |
| 615369105 | MCO | MOODYS CORP COM | $479,875 | 0.07% | 1,100 | Common | NONE |
| 89832Q109 | TFC | TRUIST FINL CORP COM | $458,551 | 0.07% | 9,975 | Common | NONE |
| 824348106 | SHW | SHERWIN WILLIAMS | $424,729 | 0.06% | 1,325 | Common | NONE |
| 548661107 | LOW | LOWE'S COMPANIES | $409,473 | 0.06% | 1,733 | Common | NONE |
| 91324P102 | UNH | UNITEDHEALTH GROUP INC COM | $408,591 | 0.06% | 1,510 | Common | NONE |
| 110122108 | BMY | BRISTOL-MYERS SQUIBB | $406,355 | 0.06% | 6,700 | Common | NONE |
| 36828A101 | GEV | GE VERNOVA INC COM | $405,899 | 0.06% | 465 | Common | NONE |
| 78467Y107 | MDY | STATE STREET SPDR S&P MIDCAP 400 ETF TRUST | $400,894 | 0.06% | 650 | Common | NONE |
| 92206C730 | VONE | VANGUARD RUSSELL 1000 ETF | $395,461 | 0.06% | 1,340 | Common | NONE |
| 693506107 | PPG | PPG INDS INC COM | $361,575 | 0.05% | 3,383 | Common | NONE |
| 464287200 | IVV | ISHARES CORE S&P 500 ETF | $359,266 | 0.05% | 550 | Common | NONE |
| G8994E103 | TT | TRANE TECHNOLOGIES PLC SHS | $351,312 | 0.05% | 843 | Common | NONE |
| 718172109 | PM | PHILIP MORRIS INTL INC COM | $344,238 | 0.05% | 2,082 | Common | NONE |
| 209115104 | ED | CONSOLIDATED EDISON INC COM | $339,540 | 0.05% | 3,000 | Common | NONE |
| 68389X105 | ORCL | ORACLE | $323,642 | 0.05% | 2,200 | Common | NONE |
| 219350105 | GLW | CORNING INC COM | $278,739 | 0.04% | 2,050 | Common | NONE |
| 701094104 | PH | PARKER-HANNIFIN CORP COM | $268,572 | 0.04% | 300 | Common | NONE |
| 031162100 | AMGN | AMGEN INC COM | $264,239 | 0.04% | 751 | Common | NONE |
| 260557103 | DOW | DOW | $259,146 | 0.04% | 6,222 | Common | NONE |
| 363576109 | AJG | GALLAGHER ARTHUR J & CO COM | $256,647 | 0.04% | 1,185 | Common | NONE |
| 539830109 | LMT | LOCKHEED MARTIN CORP COM | $247,196 | 0.04% | 409 | Common | NONE |
| 464287523 | SOXX | ISHARES SEMICONDUCTOR ETF | $246,495 | 0.04% | 750 | Common | NONE |
| 03076C106 | AMP | AMERIPRISE FINL INC COM | $233,310 | 0.03% | 525 | Common | NONE |
| 02079K305 | GOOGL | ALPHABET INC CAP STK CL A | $221,134 | 0.03% | 769 | Common | NONE |
| 55261F104 | MTB | M&T BANK CORP | $217,056 | 0.03% | 1,050 | Common | NONE |
| 464287507 | IJH | ISHARES S&P MID CAP 400 INDEX | $207,655 | 0.03% | 3,075 | Common | NONE |
| 46090E103 | QQQ | INVESCO QQQ TRUST SERIES I | $202,013 | 0.03% | 350 | Common | NONE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.