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Wilkins Investment Counsel Inc

Portfolio Manager
Wilkins Investment Counsel Inc
Performance
+3.69% (2026 Q1)
AUM (13F)
$698.18M
# of Holdings
119
Performance Rank
Allocation (Top 20)
58.2%

Wilkins Investment Counsel Inc Holdings Map

Top 50 Wilkins Investment Counsel Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
NEM
NEWMONT
5.87%378.6K$41.0M
-17.14%(-78.33K)
2025-Q1: 594.1K shares2025-Q2: 587.0K shares2025-Q3: 545.6K shares2025-Q4: 457.0K shares2026-Q1: 378.6K shares
$5628.53(-98.28%)
2026-03-31
MRK
MERCK
4.25%246.7K$29.7M
-1.44%(-3.61K)
2025-Q1: 252.6K shares2025-Q2: 263.6K shares2025-Q3: 266.7K shares2025-Q4: 250.4K shares2026-Q1: 246.7K shares
$20687.60(-99.37%)
2026-03-31
CTVA
CORTEVA
3.82%318.4K$26.7M
+0.66%(+2.10K)
2025-Q1: 358.5K shares2025-Q2: 340.1K shares2025-Q3: 321.5K shares2025-Q4: 316.3K shares2026-Q1: 318.4K shares
$39.95(+114.76%)
2026-03-31
CB
CHUBB LIMITED
3.49%74.7K$24.4M
-0.98%(-738)
2025-Q1: 82.4K shares2025-Q2: 81.1K shares2025-Q3: 77.5K shares2025-Q4: 75.5K shares2026-Q1: 74.7K shares
$24593.27(-98.53%)
2026-03-31
BP
BP PLC
3.12%463.3K$21.8M
-6.83%(-33.95K)
2025-Q1: 530.7K shares2025-Q2: 525.4K shares2025-Q3: 525.8K shares2025-Q4: 497.3K shares2026-Q1: 463.3K shares
$9580.67(-99.61%)
2026-03-31
WMB
WILLIAMS COS
3.02%289.3K$21.1M
-7.10%(-22.11K)
2025-Q1: 377.4K shares2025-Q2: 361.7K shares2025-Q3: 353.7K shares2025-Q4: 311.4K shares2026-Q1: 289.3K shares
$29.34(+149.26%)
2026-03-31
MMM
3M
2.95%141.7K$20.6M
-0.05%(-67)
2025-Q1: 151.5K shares2025-Q2: 151.4K shares2025-Q3: 150.7K shares2025-Q4: 141.7K shares2026-Q1: 141.7K shares
$15015.44(-98.93%)
2026-03-31
PG
PROCTER & GAMBLE
2.85%137.6K$19.9M
+0.71%(+965)
2025-Q1: 143.0K shares2025-Q2: 140.8K shares2025-Q3: 138.7K shares2025-Q4: 136.7K shares2026-Q1: 137.6K shares
$28130.27(-99.46%)
2026-03-31
NTRS
NORTHERN TRUST
2.78%139.1K$19.4M
-0.98%(-1.38K)
2025-Q1: 157.5K shares2025-Q2: 156.7K shares2025-Q3: 144.2K shares2025-Q4: 140.5K shares2026-Q1: 139.1K shares
$28843.17(-99.39%)
2026-03-31
IBM
INTERNATIONAL BUSINESS MACHINES
2.67%76.8K$18.6M
-0.21%(-162)
2025-Q1: 100.3K shares2025-Q2: 90.3K shares2025-Q3: 84.7K shares2025-Q4: 76.9K shares2026-Q1: 76.8K shares
$3712.89(-92.20%)
2026-03-31

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