Wilkins Investment Counsel
BOSTON, MAfiles as WILKINS INVESTMENT COUNSEL INC
$742m in 119 US stocks at the end of 30 June 2026. The top 10 are 33.5% of the money. It changed about 8.1% of the portfolio this quarter.
Value
$742m
Stocks
119
Top 10 share
33.5%
Turnover
8.1%
What changed this quarter
New
Bought for the first time this quarter.
- DuPont de NemoursDD1.1% of the fund
- ExxonMobil HoldingsXOM0.9% of the fund
- Honeywell InternationalHON<0.1% of the fund
- Honeywell AerospaceHONA<0.1% of the fund
- Globe LifeGL<0.1% of the fund
- Nuveen NASDAQ 100 Dynamic Overwrite FundQQQX<0.1% of the fund
Added
Bought more of a stock they already held.
- MedtronicMDT2.4% of the fund+11%
- Iqvia HoldingsIQV2.3% of the fund+6%
- Bio-TechneTECH1.8% of the fund+9%
- FiservFISV1.6% of the fund+29%
- CopartCPRT1.2% of the fund+14%
- AccentureACN0.9% of the fund+246%
- CloroxCLX0.9% of the fund+7%
- AppleAAPL0.8% of the fund+2%
- AbbVieABBV0.5% of the fund+5%
- General ElectricGE0.3% of the fund+4%
- Cigna GroupCI<0.1% of the fund+6%
- GE VernovaGEV<0.1% of the fund+20%
- AT&TT<0.1% of the fund+12%
Cut
Sold some of their stake.
- Northern TrustNTRS3.1% of the fund-5%
- IlluminaILMN3.0% of the fund-4%
- Williams CompaniesWMB2.8% of the fund-3%
- FortinetFTNT2.4% of the fund-25%
- Qnity ElectronicsQ2.0% of the fund-3%
- Texas InstrumentsTXN1.8% of the fund-8%
- SyscoSYY1.5% of the fund-3%
- Cisco SystemsCSCO1.1% of the fund-9%
- FastenalFAST1.0% of the fund-5%
- MicrosoftMSFT0.8% of the fund-2%
- F5FFIV0.7% of the fund-3%
- PfizerPFE0.6% of the fund-2%
- CaterpillarCAT0.5% of the fund-6%
- Morgan StanleyMS0.3% of the fund-5%
- Amazon.comAMZN0.2% of the fund-3%
- CSXCSX0.2% of the fund-3%
- AlphabetGOOG0.2% of the fund-2%
- General MillsGIS0.2% of the fund-8%
- WalmartWMT0.2% of the fund-5%
- TrimbleTRMB0.2% of the fund-3%
- EatonETN0.2% of the fund-5%
- Home DepotHD0.1% of the fund-3%
- AutodeskADSK0.1% of the fund-2%
- Costco WholesaleCOST<0.1% of the fund-16%
- UnitedHealth GroupUNH<0.1% of the fund-25%
Sold out
Sold their entire stake.
- ExxonMobil HoldingsXOM-100%
- DuPont de NemoursDD-100%
- Honeywell InternationalHON-100%
- CorningGLW-100%
- AmgenAMGN-100%
- DOWDOW-100%
Holdings
- State STR Spdr S&P 500 ETF TSPY
- Share
- 0.1%
- Value
- $1m
- Shares
- 1,393
Held
- Ishares TRSOXX
- Share
- <0.1%
- Value
- $480,570
- Shares
- 750
Held
- State STR Spdr S&P Midcap 40MDY
- Share
- <0.1%
- Value
- $457,171
- Shares
- 650
Held
- Vanguard Scottsdale FDSVONE
- Share
- <0.1%
- Value
- $453,885
- Shares
- 1,340
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| NewmontNEM | 4.7% | $35m | 373,570 | Held |
| MerckMRK | 4.2% | $31m | 244,471 | Held |
| CortevaCTVA | 3.6% | $27m | 315,721 | Held |
| ChubbCB | 3.4% | $25m | 74,439 | Held |
| Northern TrustNTRS | 3.1% | $23m | 132,071 | -5% |
| 3MMMM | 3.1% | $23m | 141,274 | Held |
| IlluminaILMN | 3.0% | $22m | 126,275 | -4% |
| International Business MachinesIBM | 2.9% | $21m | 76,408 | Held |
| Williams CompaniesWMB | 2.8% | $21m | 281,880 | -3% |
| Procter & GamblePG | 2.7% | $20m | 136,480 | Held |
| Automatic Data ProcessingADP | 2.6% | $19m | 86,494 | Held |
| International Flavors & FragrancesIFF | 2.4% | $18m | 229,311 | Held |
| FortinetFTNT | 2.4% | $18m | 114,145 | -25% |
| MedtronicMDT | 2.4% | $17m | 222,957 | +11% |
| Novartis AGNVS | 2.3% | $17m | 111,067 | Held |
| BPBP | 2.3% | $17m | 459,217 | Held |
| Johnson & JohnsonJNJ | 2.3% | $17m | 66,797 | Held |
| Iqvia HoldingsIQV | 2.3% | $17m | 86,927 | +6% |
| Emerson ElectricEMR | 2.3% | $17m | 116,748 | Held |
| United Parcel ServiceUPS | 2.2% | $16m | 150,682 | Held |
| PepsiCoPEP | 2.0% | $15m | 109,640 | Held |
| Qnity ElectronicsQ | 2.0% | $15m | 90,874 | -3% |
| Texas InstrumentsTXN | 1.8% | $14m | 45,292 | -8% |
| Bio-TechneTECH | 1.8% | $13m | 189,412 | +9% |
| SLB LimitedSLB | 1.7% | $13m | 274,465 | Held |
| WeyerhaeuserWY | 1.7% | $13m | 525,165 | Held |
| FiservFISV | 1.6% | $12m | 243,014 | +29% |
| CorpayCPAY | 1.5% | $11m | 33,576 | Held |
| SyscoSYY | 1.5% | $11m | 129,892 | -3% |
| Colgate-PalmoliveCL | 1.4% | $10m | 112,019 | Held |
| Berkshire HathawayBRK-B | 1.2% | $9m | 18,334 | Held |
| CopartCPRT | 1.2% | $9m | 320,772 | +14% |
| American TowerAMT | 1.1% | $8m | 51,244 | Held |
| Cisco SystemsCSCO | 1.1% | $8m | 66,835 | -9% |
| DuPont de NemoursDD | 1.1% | $8m | 57,530 | New |
| FastenalFAST | 1.0% | $8m | 161,100 | -5% |
| ExxonMobil HoldingsXOM | 0.9% | $7m | 51,548 | New |
| AccentureACN | 0.9% | $7m | 56,328 | +246% |
| CloroxCLX | 0.9% | $6m | 66,234 | +7% |
| AppleAAPL | 0.8% | $6m | 21,733 | +2% |
| JPMorgan ChaseJPM | 0.8% | $6m | 18,828 | Held |
| MicrosoftMSFT | 0.8% | $6m | 16,360 | -2% |
| Walt DisneyDIS | 0.7% | $6m | 57,377 | Held |
| Union PacificUNP | 0.7% | $5m | 19,224 | Held |
| F5FFIV | 0.7% | $5m | 12,285 | -3% |
| HersheyHSY | 0.7% | $5m | 29,045 | Held |
| PfizerPFE | 0.6% | $4m | 176,761 | -2% |
| AbbVieABBV | 0.5% | $4m | 14,832 | +5% |
| CaterpillarCAT | 0.5% | $4m | 3,325 | -6% |
| Eli LillyLLY | 0.4% | $3m | 2,484 | Held |
| American ExpressAXP | 0.4% | $3m | 7,962 | Held |
| NextEra EnergyNEE | 0.4% | $3m | 29,985 | Held |
| DeereDE | 0.3% | $3m | 4,040 | Held |
| State StreetSTT | 0.3% | $3m | 14,900 | Held |
| Bank of New York MellonBNY | 0.3% | $2m | 17,145 | Held |
| ChevronCVX | 0.3% | $2m | 14,829 | Held |
| Coca-ColaKO | 0.3% | $2m | 29,967 | Held |
| Phillips 66PSX | 0.3% | $2m | 14,068 | Held |
| Morgan StanleyMS | 0.3% | $2m | 10,599 | -5% |
| General ElectricGE | 0.3% | $2m | 5,812 | +4% |
| Abbott LaboratoriesABT | 0.3% | $2m | 23,557 | Held |
| VisaV | 0.3% | $2m | 5,966 | Held |
| ConocoPhillipsCOP | 0.3% | $2m | 19,625 | Held |
| Amazon.comAMZN | 0.2% | $2m | 7,360 | -3% |
| Norfolk SouthernNSC | 0.2% | $2m | 5,437 | Held |
| CSXCSX | 0.2% | $2m | 33,450 | -3% |
| AlphabetGOOG | 0.2% | $2m | 4,373 | -2% |
| General MillsGIS | 0.2% | $2m | 43,440 | -8% |
| RTXRTX | 0.2% | $1m | 7,853 | Held |
| WalmartWMT | 0.2% | $1m | 12,806 | -5% |
| TrimbleTRMB | 0.2% | $1m | 25,900 | -3% |
| EatonETN | 0.2% | $1m | 3,041 | -5% |
| NvidiaNVDA | 0.2% | $1m | 5,845 | Held |
| State STR Spdr S&P 500 ETF TSPY | 0.1% | $1m | 1,393 | Held |
| Eversource EnergyES | 0.1% | $949,989 | 13,145 | Held |
| DoverDOV | 0.1% | $863,478 | 3,850 | Held |
| Home DepotHD | 0.1% | $840,436 | 2,383 | -3% |
| Verizon CommunicationsVZ | 0.1% | $838,713 | 19,809 | Held |
| AutodeskADSK | 0.1% | $823,369 | 4,235 | -2% |
| Genuine PartsGPC | 0.1% | $802,264 | 6,800 | Held |
| Kimberly-ClarkKMB | 0.1% | $783,209 | 7,135 | Held |
| PNC Financial Services GroupPNC | 0.1% | $748,509 | 3,040 | Held |
| ComcastCMCSA | <0.1% | $728,546 | 29,676 | Held |
| Cigna GroupCI | <0.1% | $725,038 | 2,630 | +6% |
| McDonald'sMCD | <0.1% | $716,322 | 2,650 | Held |
| Illinois Tool WorksITW | <0.1% | $703,763 | 2,602 | Held |
| Duke EnergyDUK | <0.1% | $672,013 | 5,309 | Held |
| GE VernovaGEV | <0.1% | $655,572 | 558 | +20% |
| MastercardMA | <0.1% | $500,760 | 975 | Held |
| Moody'sMCO | <0.1% | $498,212 | 1,100 | Held |
| Truist FinancialTFC | <0.1% | $496,955 | 9,975 | Held |
| Southern CompanySO | <0.1% | $488,121 | 5,100 | Held |
| Ishares TRSOXX | <0.1% | $480,570 | 750 | Held |
| Costco WholesaleCOST | <0.1% | $477,090 | 510 | -16% |
| UnitedHealth GroupUNH | <0.1% | $471,740 | 1,135 | -25% |
| State STR Spdr S&P Midcap 40MDY | <0.1% | $457,171 | 650 | Held |
| Sherwin-WilliamsSHW | <0.1% | $456,224 | 1,325 | Held |
| Vanguard Scottsdale FDSVONE | <0.1% | $453,885 | 1,340 | Held |
| AT&TT | <0.1% | $451,798 | 21,826 | +12% |
| Trane TechnologiesTT | <0.1% | $414,048 | 843 | Held |
Showing the largest 100 of 119.
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 5.0% since 30 June 2025.
Where the money is
Health care20.3%
Industrials16.6%
Technology13.9%
Financial services13.7%
Materials10.9%
Everyday goods10.0%
Energy8.7%
Real estate2.8%
Media & telecom1.3%
Utilities0.7%
Retail & consumer0.6%
Other0.5%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.