Wilkins Investment Counsel Inc

13F filer · CIK 0001276853

Reported Aug 6, 2026

Net seller this quarter

13F portfolio value$742MU.S. long equity reported on 13F

Positions1152 new · 3 closed

Net flow last quarter-$2.55MBuys minus sells

Top 10 positions weight33.5%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 6, 2026115 positions
NEMNEWMONT Corp	$34.9M	4.70%	0.04%	-1.3%	Q2 2013
MRKMerck & Co., Inc.	$31.4M	4.23%	0.01%	-0.9%	Q2 2013
CTVACorteva, Inc.	$26.7M	3.60%	0.05%	-0.8%	Q2 2019
CBChubb Ltd	$25.4M	3.42%	0.02%	-0.4%	Q2 2013
NTRSNorthern Trust Corp	$23M	3.09%	0.07%	-5.0%	Q2 2013
MMM3m Co	$22.9M	3.08%	0.03%	-0.3%	Q2 2013
ILMNIllumina, Inc.	$22.2M	2.99%	0.08%	-4.0%	Q4 2023
IBMInternational Business Machines Corp	$21.5M	2.90%	0.01%	-0.5%	Q2 2013
WMBWilliams Companies, Inc.	$21M	2.82%	0.02%	-2.6%	Q2 2014
PGPROCTER & GAMBLE Co	$20M	2.70%	0.01%	-0.8%	Q2 2013
ADPAutomatic Data Processing Inc	$19.4M	2.61%	0.02%	+0.4%	Q2 2013
IFFInternational Flavors & Fragrances Inc	$18.2M	2.45%	0.09%	-0.6%	Q2 2013
FTNTFortinet, Inc.	$17.5M	2.36%	0.02%	-24.6%	Q3 2019
MDTMedtronic plc	$17.4M	2.35%	0.02%	+10.7%	Q2 2013
NVSNovartis AG	$17.4M	2.35%	0.01%	-1.4%	Q2 2013
BPBP PLC	$17M	2.29%	Not reported	-0.9%	Q2 2013
JNJJohnson & Johnson	$17M	2.29%	0.00%	-0.4%	Q2 2013
IQVIqvia Holdings Inc.	$16.8M	2.26%	0.05%	+6.1%	Q4 2023
EMREmerson Electric Co	$16.7M	2.25%	0.02%	-0.7%	Q2 2013
UPSUnited Parcel Service Inc	$16.2M	2.18%	0.02%	-0.3%	Q2 2013
PEPPepsico Inc	$14.8M	2.00%	0.01%	-0.3%	Q2 2013
QQnity Electronics, Inc.	$14.8M	2.00%	0.04%	-2.7%	Q4 2025
TXNTexas Instruments Inc	$13.5M	1.82%	0.01%	-7.8%	Q1 2018
TECHBIO-TECHNE Corp	$13.4M	1.80%	0.12%	+8.8%	Q1 2023
SLBSLB Limited	$12.8M	1.72%	0.02%	-0.9%	Q2 2013
WYWeyerhaeuser Co	$12.6M	1.69%	0.07%	-0.4%	Q1 2016
FISVFiserv Inc	$11.9M	1.61%	0.05%	+28.8%	Q4 2021
CPAYCorpay, Inc.	$11.2M	1.51%	0.05%	-1.1%	Q1 2024
SYYSysco Corp	$10.9M	1.46%	0.03%	-2.7%	Q2 2013
CLColgate Palmolive Co	$10.3M	1.38%	0.01%	-0.9%	Q2 2013
BRK.BBerkshire Hathaway Inc	$9.17M	1.24%	Not reported	Not reported	Q4 2023
CPRTCopart Inc	$9.04M	1.22%	0.03%	+14.5%	Q2 2025
AMTAmerican Tower Corp	$8.38M	1.13%	0.01%	+1.6%	Q2 2013
CSCOCisco Systems, Inc.	$7.85M	1.06%	0.00%	-9.1%	Q2 2013
DDDuPont de Nemours, Inc.	$7.8M	1.05%	0.04%	-0.4%	Q2 2019
FASTFastenal Co	$7.74M	1.04%	0.01%	-4.8%	Q3 2015
XOMExxonMobil Holdings Corp	$7.05M	0.95%	0.00%	+0.5%	Q2 2013
ACNAccenture plc	$7.01M	0.94%	0.01%	+246.5%	Q2 2013
CLXClorox Co	$6.32M	0.85%	0.05%	+6.7%	Q2 2013
AAPLApple Inc.	$6.29M	0.85%	0.00%	+2.3%	Q3 2018
JPMJPMorgan Chase & Co	$6.16M	0.83%	0.00%	-1.2%	Q2 2013
MSFTMicrosoft Corp	$6.1M	0.82%	0.00%	-2.2%	Q2 2013
DISWalt Disney Co	$5.52M	0.74%	0.00%	0.0%	Q4 2013
UNPUnion Pacific Corp	$5.23M	0.70%	0.00%	-0.7%	Q2 2013
FFIVF5, Inc.	$5.11M	0.69%	0.02%	-3.5%	Q2 2013
HSYHershey Co	$5.1M	0.69%	0.01%	+0.2%	Q2 2013
PFEPfizer Inc	$4.26M	0.57%	0.00%	-2.3%	Q2 2013
ABBVAbbVie Inc.	$3.73M	0.50%	0.00%	+4.6%	Q1 2024
CATCaterpillar Inc	$3.54M	0.48%	0.00%	-5.8%	Q1 2024
LLYELI LILLY & Co	$2.98M	0.40%	0.00%	Not reported	Q2 2013

Q1 2026Reported May 7, 2026115 positions
NEMNEWMONT Corp	$41M	5.87%	0.03%	-17.1%	Q2 2013
MRKMerck & Co., Inc.	$29.7M	4.25%	0.01%	-1.4%	Q2 2013
CTVACorteva, Inc.	$26.7M	3.82%	0.05%	+0.7%	Q2 2019
CBChubb Ltd	$24.4M	3.49%	0.02%	-1.0%	Q2 2013
BPBP PLC	$21.8M	3.12%	Not reported	-6.8%	Q2 2013
WMBWilliams Companies, Inc.	$21.1M	3.02%	0.02%	-7.1%	Q2 2014
MMM3m Co	$20.6M	2.95%	0.03%	-0.1%	Q2 2013
PGPROCTER & GAMBLE Co	$19.9M	2.85%	0.01%	+0.7%	Q2 2013
NTRSNorthern Trust Corp	$19.4M	2.78%	0.08%	-1.0%	Q2 2013
IBMInternational Business Machines Corp	$18.6M	2.67%	0.01%	-0.2%	Q2 2013
ADPAutomatic Data Processing Inc	$17.5M	2.51%	0.02%	+10.8%	Q2 2013
MDTMedtronic plc	$17.5M	2.50%	0.02%	+2.6%	Q2 2013
NVSNovartis AG	$17.2M	2.47%	0.01%	-3.2%	Q2 2013
PEPPepsico Inc	$17.1M	2.45%	0.01%	+2.5%	Q2 2013
IFFInternational Flavors & Fragrances Inc	$16.7M	2.40%	0.09%	+1.5%	Q2 2013
JNJJohnson & Johnson	$16.4M	2.35%	0.00%	-32.2%	Q2 2013
ILMNIllumina, Inc.	$16.2M	2.32%	0.09%	+0.2%	Q4 2023
EMREmerson Electric Co	$15.4M	2.21%	0.02%	-0.3%	Q2 2013
UPSUnited Parcel Service Inc	$14.9M	2.13%	0.02%	-1.3%	Q2 2013
SLBSLB Limited	$14.2M	2.04%	0.02%	-3.8%	Q2 2013
IQVIqvia Holdings Inc.	$14M	2.00%	0.05%	+19.9%	Q4 2023
WYWeyerhaeuser Co	$12.9M	1.84%	0.07%	+4.2%	Q1 2016
FTNTFortinet, Inc.	$12.4M	1.77%	0.02%	-0.5%	Q3 2019
QQnity Electronics, Inc.	$10.8M	1.54%	0.04%	0.0%	Q4 2025
FISVFiserv Inc	$10.5M	1.51%	0.04%	+61.1%	Q4 2021
CPAYCorpay, Inc.	$9.88M	1.41%	0.05%	-0.2%	Q1 2024
CLColgate Palmolive Co	$9.64M	1.38%	0.01%	+1.0%	Q2 2013
TXNTexas Instruments Inc	$9.54M	1.37%	0.01%	-0.1%	Q1 2018
SYYSysco Corp	$9.52M	1.36%	0.03%	-27.0%	Q2 2013
CPRTCopart Inc	$9.3M	1.33%	0.03%	+46.5%	Q2 2025
TECHBIO-TECHNE Corp	$9.1M	1.30%	0.11%	+68.6%	Q1 2023
BRK.BBerkshire Hathaway Inc	$8.79M	1.26%	Not reported	Not reported	Q4 2023
AMTAmerican Tower Corp	$8.7M	1.25%	0.01%	+24.6%	Q2 2013
XOMExxonMobil Holdings Corp	$8.7M	1.25%	0.00%	0.0%	Q2 2013
DDDuPont de Nemours, Inc.	$7.93M	1.14%	0.04%	+0.2%	Q2 2019
FASTFastenal Co	$7.85M	1.12%	0.01%	+1.4%	Q3 2015
CLXClorox Co	$6.43M	0.92%	0.05%	+12.8%	Q2 2013
MSFTMicrosoft Corp	$6.19M	0.89%	0.00%	+6.9%	Q2 2013
HSYHershey Co	$6.03M	0.86%	0.01%	-1.1%	Q2 2013
CSCOCisco Systems, Inc.	$5.71M	0.82%	0.00%	-0.2%	Q2 2013
JPMJPMorgan Chase & Co	$5.6M	0.80%	0.00%	+0.6%	Q2 2013
DISWalt Disney Co	$5.53M	0.79%	0.00%	+2.0%	Q4 2013
AAPLApple Inc.	$5.39M	0.77%	0.00%	-6.1%	Q3 2018
PFEPfizer Inc	$5.08M	0.73%	0.00%	+0.9%	Q2 2013
UNPUnion Pacific Corp	$4.7M	0.67%	0.00%	Not reported	Q2 2013
FFIVF5, Inc.	$3.68M	0.53%	0.02%	-51.1%	Q2 2013
ACNAccenture plc	$3.22M	0.46%	0.00%	+0.2%	Q2 2013
ABBVAbbVie Inc.	$3.08M	0.44%	0.00%	-1.5%	Q1 2024
CVXChevron Corp	$3.08M	0.44%	0.00%	-0.5%	Q2 2013
NEENextera Energy Inc	$2.79M	0.40%	0.00%	Not reported	Q2 2013

Q4 2025Reported Feb 2, 2026115 positions
NEMNEWMONT Corp	$45.6M	6.65%	0.04%	-16.3%	Q2 2013
MRKMerck & Co., Inc.	$26.4M	3.84%	0.01%	-6.1%	Q2 2013
CBChubb Ltd	$23.6M	3.43%	0.02%	-2.6%	Q2 2013
IBMInternational Business Machines Corp	$22.8M	3.32%	0.01%	-9.2%	Q2 2013
MMM3m Co	$22.7M	3.31%	0.03%	-5.9%	Q2 2013
CTVACorteva, Inc.	$21.2M	3.09%	0.05%	-1.6%	Q2 2019
JNJJohnson & Johnson	$20.5M	2.99%	0.00%	-12.4%	Q2 2013
ADPAutomatic Data Processing Inc	$20M	2.92%	0.02%	+1.6%	Q2 2013
PGPROCTER & GAMBLE Co	$19.6M	2.86%	0.01%	-1.4%	Q2 2013
NTRSNorthern Trust Corp	$19.2M	2.80%	0.08%	-2.6%	Q2 2013
MDTMedtronic plc	$18.9M	2.75%	0.02%	-7.7%	Q2 2013
WMBWilliams Companies, Inc.	$18.7M	2.73%	0.03%	-12.0%	Q2 2014
BPBP PLC	$17.3M	2.52%	Not reported	-5.4%	Q2 2013
ILMNIllumina, Inc.	$17.2M	2.51%	0.09%	-7.7%	Q4 2023
NVSNovartis AG	$16M	2.34%	0.01%	-13.1%	Q2 2013
EMREmerson Electric Co	$15.7M	2.28%	0.02%	-8.8%	Q2 2013
IQVIqvia Holdings Inc.	$15.4M	2.25%	0.04%	-5.0%	Q4 2023
PEPPepsico Inc	$15.4M	2.25%	0.01%	-1.2%	Q2 2013
IFFInternational Flavors & Fragrances Inc	$15.3M	2.23%	0.09%	+0.6%	Q2 2013
UPSUnited Parcel Service Inc	$15.2M	2.21%	0.02%	-9.1%	Q2 2013
SYYSysco Corp	$13.5M	1.97%	0.04%	-0.6%	Q2 2013
FTNTFortinet, Inc.	$12.1M	1.76%	0.02%	-2.7%	Q3 2019
WYWeyerhaeuser Co	$12M	1.75%	0.07%	+13.8%	Q1 2016
SLBSLB Limited	$11M	1.61%	0.02%	-9.5%	Q2 2013
CPAYCorpay, Inc.	$10.2M	1.49%	0.05%	-5.4%	Q1 2024
BRK.BBerkshire Hathaway Inc	$9.22M	1.34%	Not reported	-33.2%	Q4 2023
CLColgate Palmolive Co	$8.84M	1.29%	0.01%	+2.4%	Q2 2013
TXNTexas Instruments Inc	$8.53M	1.24%	0.01%	-2.0%	Q1 2018
FISVFiserv Inc	$7.87M	1.15%	0.02%	+48.9%	Q4 2021
QQnity Electronics, Inc.	$7.63M	1.11%	0.04%	+12.8%	Q4 2025
MSFTMicrosoft Corp	$7.56M	1.10%	0.00%	-23.1%	Q2 2013
CPRTCopart Inc	$7.49M	1.09%	0.02%	+125.3%	Q2 2025
AMTAmerican Tower Corp	$7.11M	1.04%	0.01%	+11.7%	Q2 2013
DDDuPont de Nemours, Inc.	$6.95M	1.01%	0.04%	+4.3%	Q2 2019
FASTFastenal Co	$6.7M	0.98%	0.01%	-14.4%	Q3 2015
FFIVF5, Inc.	$6.64M	0.97%	0.05%	-14.6%	Q2 2013
DISWalt Disney Co	$6.4M	0.93%	0.00%	-2.9%	Q4 2013
XOMExxonMobil Holdings Corp	$6.18M	0.90%	0.00%	-0.1%	Q2 2013
AAPLApple Inc.	$6.15M	0.90%	0.00%	-1.3%	Q3 2018
JPMJPMorgan Chase & Co	$6.1M	0.89%	0.00%	-1.9%	Q2 2013
TECHBIO-TECHNE Corp	$6.07M	0.89%	0.07%	+8.0%	Q1 2023
CSCOCisco Systems, Inc.	$5.68M	0.83%	0.00%	-2.1%	Q2 2013
CLXClorox Co	$5.55M	0.81%	0.05%	+250.6%	Q2 2013
HSYHershey Co	$5.34M	0.78%	0.01%	-1.0%	Q2 2013
UNPUnion Pacific Corp	$4.48M	0.65%	0.00%	+1.6%	Q2 2013
PFEPfizer Inc	$4.47M	0.65%	0.00%	-10.0%	Q2 2013
ACNAccenture plc	$4.36M	0.63%	0.00%	-3.3%	Q2 2013
ABBVAbbVie Inc.	$3.29M	0.48%	0.00%	Not reported	Q1 2024
LLYELI LILLY & Co	$2.97M	0.43%	0.00%	-2.7%	Q2 2013
ABTAbbott Laboratories	$2.91M	0.42%	0.00%	Not reported	Q1 2024

Q3 2025Reported Oct 30, 2025116 positions
NEMNEWMONT Corp	$46M	6.52%	0.05%	-7.1%	Q2 2013
IBMInternational Business Machines Corp	$23.9M	3.39%	0.01%	-6.1%	Q2 2013
MMM3m Co	$23.4M	3.31%	0.03%	-0.5%	Q2 2013
ADPAutomatic Data Processing Inc	$22.5M	3.18%	0.02%	-3.0%	Q2 2013
WMBWilliams Companies, Inc.	$22.4M	3.17%	0.03%	-2.2%	Q2 2014
MRKMerck & Co., Inc.	$22.4M	3.17%	0.01%	+1.2%	Q2 2013
CBChubb Ltd	$21.9M	3.10%	0.02%	-4.5%	Q2 2013
CTVACorteva, Inc.	$21.7M	3.08%	0.05%	-5.5%	Q2 2019
PGPROCTER & GAMBLE Co	$21.3M	3.02%	0.01%	-1.5%	Q2 2013
JNJJohnson & Johnson	$20.9M	2.97%	0.00%	-7.0%	Q2 2013
MDTMedtronic plc	$20.3M	2.87%	0.02%	+2.0%	Q2 2013
NTRSNorthern Trust Corp	$19.4M	2.75%	0.08%	-8.0%	Q2 2013
BPBP PLC	$18.1M	2.57%	Not reported	+0.1%	Q2 2013
NVSNovartis AG	$17.2M	2.43%	0.01%	-3.9%	Q2 2013
EMREmerson Electric Co	$17M	2.40%	0.02%	-4.8%	Q2 2013
PEPPepsico Inc	$15.3M	2.16%	0.01%	-2.7%	Q2 2013
SYYSysco Corp	$15.2M	2.15%	0.04%	-1.7%	Q2 2013
UPSUnited Parcel Service Inc	$14.1M	1.99%	0.02%	+0.4%	Q2 2013
IFFInternational Flavors & Fragrances Inc	$13.9M	1.97%	0.09%	+8.7%	Q2 2013
BRK.BBerkshire Hathaway Inc	$13.8M	1.95%	Not reported	Not reported	Q4 2023
IQVIqvia Holdings Inc.	$13.7M	1.94%	0.04%	-4.4%	Q4 2023
ILMNIllumina, Inc.	$13.5M	1.91%	0.09%	-0.5%	Q4 2023
FTNTFortinet, Inc.	$13.1M	1.86%	0.02%	-6.5%	Q3 2019
DDDuPont de Nemours, Inc.	$12.9M	1.83%	0.04%	-2.8%	Q2 2019
WYWeyerhaeuser Co	$11M	1.56%	0.06%	+5.2%	Q1 2016
SLBSLB Limited	$10.9M	1.55%	0.02%	-2.5%	Q2 2013
MSFTMicrosoft Corp	$10.5M	1.49%	0.00%	-0.7%	Q2 2013
CPAYCorpay, Inc.	$10.4M	1.47%	0.05%	+12.8%	Q1 2024
FISVFiserv Inc	$10.1M	1.44%	0.01%	+62.4%	Q4 2021
FFIVF5, Inc.	$9.84M	1.39%	0.05%	-8.3%	Q2 2013
FASTFastenal Co	$9.56M	1.35%	0.02%	-38.3%	Q3 2015
TXNTexas Instruments Inc	$9.22M	1.31%	0.01%	-3.9%	Q1 2018
CLColgate Palmolive Co	$8.74M	1.24%	0.01%	+1.3%	Q2 2013
AMTAmerican Tower Corp	$6.97M	0.99%	0.01%	-9.5%	Q2 2013
DISWalt Disney Co	$6.63M	0.94%	0.00%	-0.5%	Q4 2013
JPMJPMorgan Chase & Co	$6.09M	0.86%	0.00%	-5.8%	Q2 2013
AAPLApple Inc.	$5.84M	0.83%	0.00%	-3.4%	Q3 2018
XOMExxonMobil Holdings Corp	$5.79M	0.82%	0.00%	-4.2%	Q2 2013
HSYHershey Co	$5.54M	0.78%	0.01%	-2.0%	Q2 2013
TECHBIO-TECHNE Corp	$5.32M	0.75%	0.06%	+10.4%	Q1 2023
CSCOCisco Systems, Inc.	$5.15M	0.73%	0.00%	0.0%	Q2 2013
PFEPfizer Inc	$5.08M	0.72%	0.00%	-1.4%	Q2 2013
UNPUnion Pacific Corp	$4.5M	0.64%	0.00%	-7.5%	Q2 2013
ACNAccenture plc	$4.14M	0.59%	0.00%	-12.4%	Q2 2013
CPRTCopart Inc	$3.82M	0.54%	0.01%	+517.0%	Q2 2025
ITGartner Inc	$3.56M	0.50%	0.02%	-12.6%	Q1 2021
ABBVAbbVie Inc.	$3.33M	0.47%	0.00%	-1.2%	Q1 2024
ABTAbbott Laboratories	$3.11M	0.44%	0.00%	-0.6%	Q1 2024
AXPAmerican Express Co	$2.63M	0.37%	0.00%	-0.3%	Q1 2024
GISGeneral Mills Inc	$2.57M	0.36%	0.01%	-1.9%	Q2 2013

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