Titelia

Holdings of WILKINS INVESTMENT COUNSEL INC

113 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 37 % of the equity sleeve

Sector breakdown

  • Health care 17.0 %
  • Materials 15.4 %
  • Industrials 14.9 %
  • Technology 11.2 %
  • Financials 11.1 %
  • Consumer staples 10.9 %
  • Energy 8.9 %
  • Consumer discretionary 2.0 %
  • Communication 1.5 %
  • Real estate 1.4 %
  • Utilities 0.8 %
  • Funds 0.1 %
  • Unattributed 4.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 96.6 %
  • GB 3.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US112615.7M $96.58 %
2GB121.8M $3.42 %

Positions

RankCompanySharesValueWeight
1Newmont Corp 378,63041M $
2Merck & Co Inc 246,74829.7M $
3Corteva Inc 318,39126.7M $
4BP PLC 463,34221.8M $
5Williams Cos Inc/The 289,33021.1M $
63M Co 141,67920.6M $
7Procter & Gamble Co/The 137,63219.9M $
8Northern Trust Corp 139,07319.4M $
9International Business Machines Corp. 76,77318.6M $
10Automatic Data Processing Inc 86,15117.5M $
11Novartis AG 112,67717.2M $
12PepsiCo Inc 109,98017.1M $
13International Flavors & Fragrances Inc 230,66416.7M $
14Johnson & Johnson 67,09416.4M $
15Illumina Inc 131,58516.2M $
16Emerson Electric Co. 117,54815.4M $
17United Parcel Service Inc 151,07214.9M $
18IQVIA Holdings Inc 81,96914M $
19Weyerhaeuser Co 527,26512.9M $
20Fortinet Inc 151,32312.4M $
21Qnity Electronics Inc 93,42310.8M $
22Fiserv Inc 188,70510.5M $
23Corpay Inc 33,9419.9M $
24Colgate-Palmolive Co 113,0699.6M $
25Texas Instruments Inc 49,1369.5M $
26Sysco Corp 133,5289.5M $
27Copart Inc 280,1429.3M $
28Bio-Techne Corp 174,1159.1M $
29Berkshire Hathaway Inc 18,3348.8M $
30American Tower Corp 50,4398.7M $
31Exxon Mobil Corp 51,3078.7M $
32DuPont de Nemours Inc 173,2417.9M $
33Fastenal Co 169,2557.9M $
34Clorox Co/The 62,0946.4M $
35Microsoft Corp 16,7206.2M $
36Hershey Co/The 28,9956M $
37Cisco Systems, Inc. 73,5395.7M $
38JPMorgan Chase & Co 19,0545.6M $
39Walt Disney Co/The 57,3525.5M $
40Apple Inc 21,2385.4M $
41Pfizer Inc 180,9755.1M $
42Union Pacific Corp 19,3564.7M $
43F5 Inc 12,7253.7M $
44AbbVie Inc 14,1823.1M $
45Chevron Corp 14,8793.1M $
46NextEra Energy Inc 29,9852.8M $
47ConocoPhillips 19,6252.6M $
48Phillips 66 14,0682.6M $
49Caterpillar Inc 3,5282.5M $
50American Express Co 8,0122.4M $
51Abbott Laboratories 23,2532.4M $
52Deere & Co 4,0952.3M $
53Coca-Cola Co/The 30,1192.3M $
54Eli Lilly & Co 2,4842.3M $
55Bank of New York Mellon Corp/The 17,3452.1M $
56State Street Corp 14,9501.9M $
57Morgan Stanley 11,1491.8M $
58Visa Inc 5,9611.8M $
59General Mills, Inc. 46,9901.7M $
60Trimble Inc 26,7001.7M $
61Walmart Inc 13,5061.7M $
62Norfolk Southern Corp 5,5371.6M $
63General Electric Co 5,5811.6M $
64Amazon.com Inc 7,5601.6M $
65RTX Corp 7,9111.5M $
66CSX Corp 34,4001.4M $
67Alphabet Inc 4,4731.3M $
68Autodesk Inc 4,3351M $
69NVIDIA Corp 5,8451M $
70Verizon Communications Inc 19,809994.4K $
71Eversource Energy 13,145910.7K $
72State Street SPDR S&P 500 ETF Trust 1,393905.9K $
73Comcast Corp 29,676852K $
74McDonald's Corp. 2,650823.6K $
75Home Depot Inc/The 2,458808.4K $
76Dover Corp 3,850802.5K $
77Honeywell International Inc 3,269738.9K $
78Genuine Parts Co 6,800719.1K $
79Duke Energy Corp 5,309695.2K $
80Kimberly-Clark Corp 7,135688.3K $
81Illinois Tool Works Inc 2,602677.3K $
82Cigna Group/The 2,472659.4K $
83PNC Financial Services Group Inc/The 3,040632.6K $
84Costco Wholesale Corp 610607.8K $
85AT&T Inc 19,441563.6K $
86Southern Co/The 5,100492.3K $
87Mastercard Inc 975487.2K $
88Moody's Corp 1,100479.9K $
89Truist Financial Corp 9,975458.6K $
90Sherwin-Williams Co/The 1,325424.7K $
91Lowe's Cos Inc 1,733409.5K $
92UnitedHealth Group Inc 1,510408.6K $
93Bristol-Myers Squibb Co 6,700406.4K $
94GE Vernova Inc 465405.9K $
95State Street SPDR S&P MidCap 400 ETF Trust 650400.9K $
96Vanguard Russell 1000 1,340395.5K $
97PPG Industries Inc 3,383361.6K $
98iShares Core S&P 500 ETF 550359.3K $
99Philip Morris International Inc. 2,082344.2K $
100Consolidated Edison Inc 3,000339.5K $