StockDriftsStockDriftsTop 50 Wilkins Investment Counsel INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NEM | NEWMONT | 4.7% | 373.6K | $34.9M | -1.34%(-5.06K) | $45.19(+165.88%) | 2026-06-30 | |
| MRK | MERCK | 4.23% | 244.5K | $31.4M | -0.92%(-2.28K) | $93.28(+46.03%) | 2026-06-30 | |
| CTVA | CORTEVA | 3.6% | 315.7K | $26.7M | -0.84%(-2.67K) | $39.95(+91.93%) | 2026-06-30 | |
| CB | CHUBB LIMITED | 3.42% | 74.4K | $25.4M | -0.39%(-290) | $516.82(-33.10%) | 2026-06-30 | |
| NTRS | NORTHERN TRUST | 3.09% | 132.1K | $23.0M | -5.03%(-7.00K) | $75.15(+154.72%) | 2026-06-30 | |
| MMM | 3M | 3.08% | 141.3K | $22.9M | -0.29%(-405) | $101.94(+76.81%) | 2026-06-30 | |
| ILMN | ILLUMINA | 2.99% | 126.3K | $22.2M | -4.04%(-5.31K) | $124.10(+53.82%) | 2026-06-30 | |
| IBM | INTERNATIONAL BUSINESS MACHINES | 2.9% | 76.4K | $21.5M | -0.48%(-365) | $152.24(+51.51%) | 2026-06-30 | |
| WMB | WILLIAMS COS | 2.82% | 281.9K | $21.0M | -2.57%(-7.45K) | $29.34(+153.14%) | 2026-06-30 | |
| PG | PROCTER & GAMBLE | 2.7% | 136.5K | $20.0M | -0.84%(-1.15K) | $154.12(-7.07%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +10.83% | +36.15% | +4.80% | +26.43% |
| Top 20 Holdings Unweighted | +11.22% | +37.58% | +5.12% | +28.33% |
Wilkins Investment Counsel INC reports $741.97M in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are NEM (4.7%), MRK (4.2%) and CTVA (3.6%). The top 20 holdings account for 56.92% of reported assets. Its disclosed equity book has returned +36.15% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Wilkins Investment Counsel INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1276853). View Wilkins Investment Counsel INC’s 13F filings on SEC