WILKINS INVESTMENT COUNSEL INC

CIK 0001276853 · BOSTON, MA · Quarter end: 2026-06-30 · Filed on: 2026-08-06 · Open the SEC source

WILKINS INVESTMENT COUNSEL INC reported 119 positions worth $742.0M as of June 30, 2026 (13F filed August 6, 2026). Largest holding: NEM (4.7%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$742.0M
2026 Q2
Positions
119
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
33.5%
Est. Net Flow (Q)
2026 Q2
10 / 119 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1NEMNEWMONTSH$34.9M4.70%373,570
2MRKMERCKSH$31.4M4.23%244,471
3CTVACORTEVASH$26.7M3.60%315,721
4CBCHUBB LIMITEDSH$25.4M3.42%74,439
5NTRSNORTHERN TRUSTSH$23.0M3.09%132,071
6MMM3MSH$22.9M3.08%141,274
7ILMNILLUMINASH$22.2M2.99%126,275
8IBMINTERNATIONAL BUSINESS MACHINESSH$21.5M2.90%76,408
9WMBWILLIAMS COSSH$21.0M2.82%281,880
10PGPROCTER & GAMBLESH$20.0M2.70%136,480

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does WILKINS INVESTMENT COUNSEL INC hold as of Q2 2026?

WILKINS INVESTMENT COUNSEL INC reported 119 positions worth $742.0M in its Q2 2026 13F filing. Largest positions: NEM (4.7%), MRK (4.2%), CTVA (3.6%), CB (3.4%) and NTRS (3.1%).

What did WILKINS INVESTMENT COUNSEL INC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did WILKINS INVESTMENT COUNSEL INC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.