WILKINS INVESTMENT COUNSEL INC

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Institutional

CIK 0001276853

$698.2M

Reported AUM

119

Positions

Q1 2026

Period

2026-05-07

Filed

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%.

Portfolio · Q1 2026

Top holdings

#	Stock	Issuer	Price	Day %	1Y Gr.	5Y Gr.	Value	% of book	Δ shares (QoQ)	Status
1	NEM	NEWMONT	$91.34	-0.20%	47.49%	82.09%	$41.0M	5.87%	—	HELD
2	MRK	MERCK	$130.36	-1.11%	70.49%	100.41%	$29.7M	4.25%	—	HELD
3	CTVA	CORTEVA	$90.51	1.75%	28.41%	116.63%	$26.7M	3.82%	—	HELD
4	CB	CHUBB LIMITED	$361.90	-0.44%	36.16%	110.48%	$24.4M	3.49%	—	HELD
5	BP	BP PLC	$43.32	3.96%	38.32%	115.92%	$21.8M	3.12%	—	HELD
6	WMB	WILLIAMS COS	$70.13	-0.04%	21.22%	260.70%	$21.1M	3.02%	—	HELD
7	MMM	3M	$177.95	-2.48%	25.53%	29.64%	$20.6M	2.95%	—	HELD
8	PG	PROCTER & GAMBLE	$146.10	-1.87%	-0.17%	16.67%	$19.9M	2.85%	—	HELD
9	NTRS	NORTHERN TRUST	$177.65	-1.77%	44.78%	76.25%	$19.4M	2.78%	—	HELD
10	IBM	INTERNATIONAL BUSINESS MACHINES	$226.44	-0.49%	-6.67%	103.90%	$18.6M	2.67%	—	HELD
11	ADP	AUTOMATIC DATA PROCESSING	$273.37	3.48%	-9.63%	41.03%	$17.5M	2.51%	—	HELD
12	MDT	MEDTRONIC	$87.54	0.76%	0.41%	-23.87%	$17.5M	2.50%	—	HELD
13	NVS	NOVARTIS	$158.83	-0.64%	41.75%	107.01%	$17.2M	2.47%	—	HELD
14	PEP	PEPSICO	$143.50	0.45%	6.63%	7.02%	$17.1M	2.45%	—	HELD
15	IFF	INTERNATIONAL FLAVORS & FRAGRANCES	$79.63	0.48%	16.82%	-40.17%	$16.7M	2.40%	—	HELD
16	JNJ	JOHNSON & JOHNSON	$265.53	-0.45%	64.28%	77.25%	$16.4M	2.35%	—	HELD
17	ILMN	ILLUMINA	$194.82	0.95%	105.81%	-56.19%	$16.2M	2.32%	—	HELD
18	EMR	EMERSON ELECTRIC	$145.73	-4.01%	8.82%	58.32%	$15.4M	2.21%	—	HELD
19	UPS	UNITED PARCEL SERVICE	$104.56	-0.92%	32.25%	-33.36%	$14.9M	2.13%	—	HELD
20	SLB	SLB	$48.96	-2.04%	52.19%	93.99%	$14.2M	2.04%	—	HELD
21	IQV	IQVIA	$247.56	1.90%	33.15%	-6.46%	$14.0M	2.00%	—	HELD
22	WY	WEYERHAEUSER	$24.45	-0.65%	0.54%	-16.61%	$12.9M	1.84%	—	HELD
23	FTNT	FORTINET	$153.22	2.16%	54.05%	137.96%	$12.4M	1.77%	—	HELD
24	Q	QNITY ELECTRONICS	$123.39	-3.52%	30.13%	52.34%	$10.8M	1.54%	—	HELD
25	FISV	FISERV	$55.63	2.62%	-59.94%	-53.98%	$10.5M	1.51%	—	HELD
26	CPAY	CORPAY INC	$392.85	2.22%	24.16%	49.21%	$9.9M	1.41%	—	HELD
27	CL	COLGATE-PALMOLIVE	$93.49	0.82%	13.82%	34.02%	$9.6M	1.38%	—	HELD
28	TXN	TEXAS INSTRUMENTS	$271.30	-2.08%	53.11%	62.90%	$9.5M	1.37%	—	HELD
29	SYY	SYSCO	$85.32	0.14%	9.84%	22.28%	$9.5M	1.36%	—	HELD
30	CPRT	COPART	$30.82	0.42%	-31.89%	-14.09%	$9.3M	1.33%	—	HELD
31	TECH	BIO-TECHNE	$72.03	-0.06%	—	—	$9.1M	1.30%	—	HELD
32	BRK/B	BERKSHIRE HATHAWAY CL B	—	—	—	—	$8.8M	1.26%	—	HELD
33	AMT	AMERICAN TOWER	$179.26	4.52%	—	—	$8.7M	1.25%	—	HELD
34	XOM	EXXON MOBIL	$156.75	2.42%	—	—	$8.7M	1.25%	—	HELD
35	DD	DUPONT	$138.10	-1.90%	—	—	$7.9M	1.14%	—	HELD
36	FAST	FASTENAL	$47.78	-0.67%	—	—	$7.9M	1.12%	—	HELD
37	CLX	CLOROX	$99.63	-0.69%	—	—	$6.4M	0.92%	—	HELD
38	MSFT	MICROSOFT	$390.54	-0.71%	—	—	$6.2M	0.89%	—	HELD
39	HSY	HERSHEY COMPANY	$183.91	0.28%	—	—	$6.0M	0.86%	—	HELD
40	CSCO	CISCO SYSTEMS	$112.48	-2.68%	—	—	$5.7M	0.82%	—	HELD
41	JPM	J.P. MORGAN CHASE	$344.71	-3.53%	—	—	$5.6M	0.80%	—	HELD
42	DIS	WALT DISNEY	$98.48	-0.41%	—	—	$5.5M	0.79%	—	HELD
43	AAPL	APPLE	$338.19	-0.56%	—	—	$5.4M	0.77%	—	HELD
44	PFE	PFIZER	$25.15	-0.40%	—	—	$5.1M	0.73%	—	HELD
45	UNP	UNION PACIFIC	$292.19	-0.77%	—	—	$4.7M	0.67%	—	HELD
46	FFIV	F5 NETWORKS	$386.95	-4.09%	—	—	$3.7M	0.53%	—	HELD
47	ACN	ACCENTURE	$173.17	5.17%	—	—	$3.2M	0.46%	—	HELD
48	ABBV	ABBVIE	$263.30	0.04%	—	—	$3.1M	0.44%	—	HELD
49	CVX	CHEVRON	$191.86	2.28%	—	—	$3.1M	0.44%	—	HELD
50	NEE	NEXTERA ENERGY INC COM	$88.46	-0.92%	—	—	$2.8M	0.40%	—	HELD
51	COP	CONOCOPHILLIPS	$118.06	3.47%	—	—	$2.6M	0.37%	—	HELD
52	PSX	PHILLIPS 66	$206.81	0.47%	—	—	$2.6M	0.37%	—	HELD
53	CAT	CATERPILLAR	$782.71	-6.91%	—	—	$2.5M	0.36%	—	HELD
54	AXP	AMERICAN EXPRESS CO COM	$331.50	-1.52%	—	—	$2.4M	0.35%	—	HELD
55	ABT	ABBOTT LABORATORIES COM	$108.00	0.68%	—	—	$2.4M	0.34%	—	HELD
56	DE	DEERE & CO COM	$610.95	-4.52%	—	—	$2.3M	0.33%	—	HELD
57	KO	COCA COLA	$89.08	0.92%	—	—	$2.3M	0.33%	—	HELD
58	LLY	ELI LILLY	$1210.02	-0.87%	—	—	$2.3M	0.33%	—	HELD
59	BK	BANK NEW YORK MELLON CORP COM	—	—	—	—	$2.1M	0.29%	—	HELD
60	STT	STATE STREET	$176.04	-3.58%	—	—	$1.9M	0.27%	—	HELD
61	MS	MORGAN STANLEY COM NEW	$203.13	-3.99%	—	—	$1.8M	0.26%	—	HELD
62	V	VISA	$368.73	0.58%	—	—	$1.8M	0.26%	—	HELD
63	GIS	GENERAL MILLS	$37.92	0.72%	—	—	$1.7M	0.25%	—	HELD
64	TRMB	TRIMBLE	$58.24	-0.24%	—	—	$1.7M	0.25%	—	HELD
65	WMT	WAL-MART STORES	$114.22	0.99%	—	—	$1.7M	0.24%	—	HELD
66	NSC	NORFOLK SOUTHERN	$335.74	-0.91%	—	—	$1.6M	0.23%	—	HELD
67	GE	GENERAL ELECTRIC	$350.63	-3.56%	—	—	$1.6M	0.23%	—	HELD
68	AMZN	AMAZON	$226.65	-1.82%	—	—	$1.6M	0.23%	—	HELD
69	RTX	RAYTHEON TECHNOLOGIES	$215.25	-1.52%	—	—	$1.5M	0.22%	—	HELD
70	CSX	CSX CORP COM	$50.74	-0.20%	—	—	$1.4M	0.20%	—	HELD
71	GOOG	ALPHABET CL C	$335.76	0.95%	—	—	$1.3M	0.18%	—	HELD
72	ETN	EATON CORP PLC SHS	$361.88	-6.31%	—	—	$1.1M	0.16%	—	HELD
73	ADSK	AUTODESK	$245.25	3.32%	—	—	$1.0M	0.15%	—	HELD
74	NVDA	NVIDIA CORPORATION COM	$190.01	-3.55%	—	—	$1.0M	0.15%	—	HELD
75	VZ	VERIZON	$47.22	-2.01%	—	—	$994K	0.14%	—	HELD
76	ES	EVERSOURCE ENERGY	$74.76	-0.84%	—	—	$911K	0.13%	—	HELD
77	SPY	STATE STREET SPDR S&P 500 ETF	$729.46	-1.54%	—	—	$906K	0.13%	—	HELD
78	CMCSA	COMCAST CORP	$24.61	1.74%	—	—	$852K	0.12%	—	HELD
79	MCD	MCDONALD'S	$271.52	-0.55%	—	—	$824K	0.12%	—	HELD
80	HD	HOME DEPOT	$338.27	-1.80%	—	—	$808K	0.12%	—	HELD
81	DOV	DOVER CORP COM	$197.99	-2.51%	—	—	$803K	0.11%	—	HELD
82	HON	HONEYWELL INTERNATIONAL	$241.12	-2.40%	—	—	$739K	0.11%	—	HELD
83	GPC	GENUINE PARTS CO COM	$129.98	0.21%	—	—	$719K	0.10%	—	HELD
84	DUK	DUKE ENERGY	$129.08	-0.12%	—	—	$695K	0.10%	—	HELD
85	KMB	KIMBERLY-CLARK CORP COM	$113.21	0.11%	—	—	$688K	0.10%	—	HELD
86	ITW	ILLINOIS TOOL WORKS	$292.45	-0.92%	—	—	$677K	0.10%	—	HELD
87	CI	THE CIGNA GROUP COM	$296.47	-1.52%	—	—	$659K	0.09%	—	HELD
88	PNC	PNC FINL SVCS GROUP INC COM	$248.49	-1.24%	—	—	$633K	0.09%	—	HELD
89	COST	COSTCO	$974.03	0.77%	—	—	$608K	0.09%	—	HELD
90	T	AT&T	$23.94	-2.92%	—	—	$564K	0.08%	—	HELD
91	SO	SOUTHERN	$96.05	-0.75%	—	—	$492K	0.07%	—	HELD
92	MA	MASTERCARD INCORPORATED CL A	$563.32	0.10%	—	—	$487K	0.07%	—	HELD
93	MCO	MOODYS CORP COM	$483.24	-0.20%	—	—	$480K	0.07%	—	HELD
94	TFC	TRUIST FINL CORP COM	$52.31	-1.28%	—	—	$459K	0.07%	—	HELD
95	SHW	SHERWIN WILLIAMS	$343.88	-2.93%	—	—	$425K	0.06%	—	HELD
96	LOW	LOWE'S COMPANIES	$215.68	-1.17%	—	—	$409K	0.06%	—	HELD
97	UNH	UNITEDHEALTH GROUP INC COM	$420.57	-1.92%	—	—	$409K	0.06%	—	HELD
98	BMY	BRISTOL-MYERS SQUIBB	$63.10	-0.79%	—	—	$406K	0.06%	—	HELD
99	GEV	GE VERNOVA INC COM	$900.28	-4.57%	—	—	$406K	0.06%	—	HELD
100	MDY	STATE STREET SPDR S&P MIDCAP 400 ETF TRUST	$681.16	-1.70%	—	—	$401K	0.06%	—	HELD
101	VONE	VANGUARD RUSSELL 1000 ETF	—	—	—	—	$395K	0.06%	—	HELD
102	PPG	PPG INDS INC COM	—	—	—	—	$362K	0.05%	—	HELD
103	IVV	ISHARES CORE S&P 500 ETF	—	—	—	—	$359K	0.05%	—	HELD
104	TT	TRANE TECHNOLOGIES PLC SHS	—	—	—	—	$351K	0.05%	—	HELD
105	PM	PHILIP MORRIS INTL INC COM	—	—	—	—	$344K	0.05%	—	HELD
106	ED	CONSOLIDATED EDISON INC COM	—	—	—	—	$340K	0.05%	—	HELD
107	ORCL	ORACLE	—	—	—	—	$324K	0.05%	—	HELD
108	GLW	CORNING INC COM	—	—	—	—	$279K	0.04%	—	HELD
109	PH	PARKER-HANNIFIN CORP COM	—	—	—	—	$269K	0.04%	—	HELD
110	AMGN	AMGEN INC COM	—	—	—	—	$264K	0.04%	—	HELD
111	DOW	DOW	—	—	—	—	$259K	0.04%	—	HELD
112	AJG	GALLAGHER ARTHUR J & CO COM	—	—	—	—	$257K	0.04%	—	HELD
113	LMT	LOCKHEED MARTIN CORP COM	—	—	—	—	$247K	0.04%	—	HELD
114	SOXX	ISHARES SEMICONDUCTOR ETF	—	—	—	—	$246K	0.04%	—	HELD
115	AMP	AMERIPRISE FINL INC COM	—	—	—	—	$233K	0.03%	—	HELD
116	GOOGL	ALPHABET INC CAP STK CL A	—	—	—	—	$221K	0.03%	—	HELD
117	MTB	M&T BANK CORP	—	—	—	—	$217K	0.03%	—	HELD
118	IJH	ISHARES S&P MID CAP 400 INDEX	—	—	—	—	$208K	0.03%	—	HELD
119	QQQ	INVESCO QQQ TRUST SERIES I	—	—	—	—	$202K	0.03%	—	HELD

Source: SEC EDGAR · accession 0001276853-26-000006. 13F discloses long positions only — shorts, foreign equities, and options are excluded.