§ 13F · FUND PROFILE
WILKINS INVESTMENT COUNSEL INC.
AUM · $742M (13F)Positions · 119Turnover · n/a · Q2Filed · Aug 6, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$16M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 6, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | NEM | NEWMONT | 374K | $35M | 4.7% | −1% |
| 2 | MRK | MERCK | 244K | $31M | 4.2% | −1% |
| 3 | CTVA | CORTEVA | 316K | $27M | 3.6% | −1% |
| 4 | CB | CHUBB LIMITED | 74K | $25M | 3.4% | ±0% |
| 5 | NTRS | NORTHERN TRUST | 132K | $23M | 3.1% | −5% |
| 6 | MMM | 3M | 141K | $23M | 3.1% | ±0% |
| 7 | ILMN | ILLUMINA | 126K | $22M | 3.0% | −4% |
| 8 | IBM | INTERNATIONAL BUSINESS MACHINES | 76K | $21M | 2.9% | ±0% |
| 9 | WMB | WILLIAMS COS | 282K | $21M | 2.8% | −3% |
| 10 | PG | PROCTER & GAMBLE | 136K | $20M | 2.7% | −1% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE WILKINS SIGNAL
AC read
WILKINS INVESTMENT COUNSEL INC is a Other fund managing $742 million in assets. The fund runs a portfolio of 119 positions.
Read the full dossier →