§ 13F · FUND PROFILE
WILKINS INVESTMENT COUNSEL INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $706M (13F)Positions · 122Turnover · — · Q1Filed · May 7, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$785K deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 7, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NEM | NEWMONT | 379K | $41M | 5.9% | −17% |
| 2 | MRK | MERCK | 247K | $30M | 4.3% | −1% |
| 3 | CTVA | CORTEVA | 318K | $27M | 3.8% | +1% |
| 4 | CB | CHUBB LIMITED | 75K | $24M | 3.5% | −1% |
| 5 | BP | BP PLC | 463K | $22M | 3.1% | −7% |
| 6 | WMB | WILLIAMS COS | 289K | $21M | 3.0% | −7% |
| 7 | MMM | 3M | 142K | $21M | 2.9% | ±0% |
| 8 | PG | PROCTER & GAMBLE | 138K | $20M | 2.8% | +1% |
| 9 | NTRS | NORTHERN TRUST | 139K | $19M | 2.8% | −1% |
| 10 | IBM | INTERNATIONAL BUSINESS MACHINES | 77K | $19M | 2.7% | ±0% |
§ 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 $706 million in assets. The fund runs a portfolio of 122 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed