§ 13F · FUND PROFILE
WILKINS INVESTMENT COUNSEL INC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $706.7T (13F)Positions · 120Turnover · — · Q4Filed · Feb 2, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$8.1T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 2, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NEM | NEWMONT | 457K | $45.6T | 6.7% | −16% |
| 2 | MRK | MERCK | 250K | $26.4T | 3.8% | −6% |
| 3 | CB | CHUBB LIMITED | 75K | $23.6T | 3.4% | −3% |
| 4 | IBM | INTERNATIONAL BUSINESS MACHINES | 77K | $22.8T | 3.3% | −9% |
| 5 | MMM | 3M | 142K | $22.7T | 3.3% | −6% |
| 6 | CTVA | CORTEVA | 316K | $21.2T | 3.1% | −2% |
| 7 | JNJ | JOHNSON & JOHNSON | 99K | $20.5T | 3.0% | −12% |
| 8 | ADP | AUTOMATIC DATA PROCESSING | 78K | $20.0T | 2.9% | +2% |
| 9 | PG | PROCTER & GAMBLE | 137K | $19.6T | 2.9% | −1% |
| 10 | NTRS | NORTHERN TRUST | 140K | $19.2T | 2.8% | −3% |
§ 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 $706744.0 trillion in assets. The fund runs a portfolio of 120 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed