Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
WILKINS INVESTMENT COUNSEL INC (CIK 1276853) reported $698.2M across 118 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NEM ($41.0M, 5.87%), MRK ($29.7M, 4.25%), CTVA ($26.7M, 3.82%), CB ($24.4M, 3.49%), BP ($21.8M, 3.12%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NEM | NEWMONT | $41.0M | 5.87% | 378,630 | Trimmed |
| 2 | MRK | MERCK | $29.7M | 4.25% | 246,748 | Trimmed |
| 3 | CTVA | CORTEVA | $26.7M | 3.82% | 318,391 | Added |
| 4 | CB | CHUBB LIMITED | $24.4M | 3.49% | 74,729 | Trimmed |
| 5 | BP | BP PLC | $21.8M | 3.12% | 463,342 | Trimmed |
| 6 | WMB | WILLIAMS COS | $21.1M | 3.02% | 289,330 | Trimmed |
| 7 | MMM | 3M | $20.6M | 2.95% | 141,679 | Trimmed |
| 8 | PG | PROCTER & GAMBLE | $19.9M | 2.85% | 137,632 | Added |
| 9 | NTRS | NORTHERN TRUST | $19.4M | 2.78% | 139,073 | Trimmed |
| 10 | IBM | INTERNATIONAL BUSINESS MACHINES | $18.6M | 2.67% | 76,773 | Trimmed |
| 11 | ADP | AUTOMATIC DATA PROCESSING | $17.5M | 2.51% | 86,151 | Added |
| 12 | MDT | MEDTRONIC | $17.5M | 2.50% | 201,421 | Added |
| 13 | NVS | NOVARTIS | $17.2M | 2.47% | 112,677 | Trimmed |
| 14 | PEP | PEPSICO | $17.1M | 2.45% | 109,980 | Added |
| 15 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES | $16.7M | 2.40% | 230,664 | Added |
| 16 | JNJ | JOHNSON & JOHNSON | $16.4M | 2.35% | 67,094 | Trimmed |
| 17 | ILMN | ILLUMINA | $16.2M | 2.32% | 131,585 | Added |
| 18 | EMR | EMERSON ELECTRIC | $15.4M | 2.21% | 117,548 | Trimmed |
| 19 | UPS | UNITED PARCEL SERVICE | $14.9M | 2.13% | 151,072 | Trimmed |
| 20 | SLB | SLB | $14.2M | 2.04% | 276,810 | Trimmed |
| 21 | IQV | IQVIA | $14.0M | 2.00% | 81,969 | Added |
| 22 | WY | WEYERHAEUSER | $12.9M | 1.84% | 527,265 | Added |
| 23 | FTNT | FORTINET | $12.4M | 1.77% | 151,323 | Trimmed |
| 24 | QNITY ELECTRONICS | $10.8M | 1.54% | 93,423 | Trimmed | |
| 25 | FISV | FISERV | $10.5M | 1.51% | 188,705 | Added |
Source: SEC Form 13F filings · as of 2026-03-31