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
The quoted currency of each line, as declared.
Country breakdown
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|
| 1 | US | 112 | 615.7M $ | 96.58 % |
| 2 | GB | 1 | 21.8M $ | 3.42 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|
| 1 | Newmont Corp | 378,630 | 41M $ | |
| 2 | Merck & Co Inc | 246,748 | 29.7M $ | |
| 3 | Corteva Inc | 318,391 | 26.7M $ | |
| 4 | BP PLC | 463,342 | 21.8M $ | |
| 5 | Williams Cos Inc/The | 289,330 | 21.1M $ | |
| 6 | 3M Co | 141,679 | 20.6M $ | |
| 7 | Procter & Gamble Co/The | 137,632 | 19.9M $ | |
| 8 | Northern Trust Corp | 139,073 | 19.4M $ | |
| 9 | International Business Machines Corp. | 76,773 | 18.6M $ | |
| 10 | Automatic Data Processing Inc | 86,151 | 17.5M $ | |
| 11 | Novartis AG | 112,677 | 17.2M $ | |
| 12 | PepsiCo Inc | 109,980 | 17.1M $ | |
| 13 | International Flavors & Fragrances Inc | 230,664 | 16.7M $ | |
| 14 | Johnson & Johnson | 67,094 | 16.4M $ | |
| 15 | Illumina Inc | 131,585 | 16.2M $ | |
| 16 | Emerson Electric Co. | 117,548 | 15.4M $ | |
| 17 | United Parcel Service Inc | 151,072 | 14.9M $ | |
| 18 | IQVIA Holdings Inc | 81,969 | 14M $ | |
| 19 | Weyerhaeuser Co | 527,265 | 12.9M $ | |
| 20 | Fortinet Inc | 151,323 | 12.4M $ | |
| 21 | Qnity Electronics Inc | 93,423 | 10.8M $ | |
| 22 | Fiserv Inc | 188,705 | 10.5M $ | |
| 23 | Corpay Inc | 33,941 | 9.9M $ | |
| 24 | Colgate-Palmolive Co | 113,069 | 9.6M $ | |
| 25 | Texas Instruments Inc | 49,136 | 9.5M $ | |
| 26 | Sysco Corp | 133,528 | 9.5M $ | |
| 27 | Copart Inc | 280,142 | 9.3M $ | |
| 28 | Bio-Techne Corp | 174,115 | 9.1M $ | |
| 29 | Berkshire Hathaway Inc | 18,334 | 8.8M $ | |
| 30 | American Tower Corp | 50,439 | 8.7M $ | |
| 31 | Exxon Mobil Corp | 51,307 | 8.7M $ | |
| 32 | DuPont de Nemours Inc | 173,241 | 7.9M $ | |
| 33 | Fastenal Co | 169,255 | 7.9M $ | |
| 34 | Clorox Co/The | 62,094 | 6.4M $ | |
| 35 | Microsoft Corp | 16,720 | 6.2M $ | |
| 36 | Hershey Co/The | 28,995 | 6M $ | |
| 37 | Cisco Systems, Inc. | 73,539 | 5.7M $ | |
| 38 | JPMorgan Chase & Co | 19,054 | 5.6M $ | |
| 39 | Walt Disney Co/The | 57,352 | 5.5M $ | |
| 40 | Apple Inc | 21,238 | 5.4M $ | |
| 41 | Pfizer Inc | 180,975 | 5.1M $ | |
| 42 | Union Pacific Corp | 19,356 | 4.7M $ | |
| 43 | F5 Inc | 12,725 | 3.7M $ | |
| 44 | AbbVie Inc | 14,182 | 3.1M $ | |
| 45 | Chevron Corp | 14,879 | 3.1M $ | |
| 46 | NextEra Energy Inc | 29,985 | 2.8M $ | |
| 47 | ConocoPhillips | 19,625 | 2.6M $ | |
| 48 | Phillips 66 | 14,068 | 2.6M $ | |
| 49 | Caterpillar Inc | 3,528 | 2.5M $ | |
| 50 | American Express Co | 8,012 | 2.4M $ | |
| 51 | Abbott Laboratories | 23,253 | 2.4M $ | |
| 52 | Deere & Co | 4,095 | 2.3M $ | |
| 53 | Coca-Cola Co/The | 30,119 | 2.3M $ | |
| 54 | Eli Lilly & Co | 2,484 | 2.3M $ | |
| 55 | Bank of New York Mellon Corp/The | 17,345 | 2.1M $ | |
| 56 | State Street Corp | 14,950 | 1.9M $ | |
| 57 | Morgan Stanley | 11,149 | 1.8M $ | |
| 58 | Visa Inc | 5,961 | 1.8M $ | |
| 59 | General Mills, Inc. | 46,990 | 1.7M $ | |
| 60 | Trimble Inc | 26,700 | 1.7M $ | |
| 61 | Walmart Inc | 13,506 | 1.7M $ | |
| 62 | Norfolk Southern Corp | 5,537 | 1.6M $ | |
| 63 | General Electric Co | 5,581 | 1.6M $ | |
| 64 | Amazon.com Inc | 7,560 | 1.6M $ | |
| 65 | RTX Corp | 7,911 | 1.5M $ | |
| 66 | CSX Corp | 34,400 | 1.4M $ | |
| 67 | Alphabet Inc | 4,473 | 1.3M $ | |
| 68 | Autodesk Inc | 4,335 | 1M $ | |
| 69 | NVIDIA Corp | 5,845 | 1M $ | |
| 70 | Verizon Communications Inc | 19,809 | 994.4K $ | |
| 71 | Eversource Energy | 13,145 | 910.7K $ | |
| 72 | State Street SPDR S&P 500 ETF Trust | 1,393 | 905.9K $ | |
| 73 | Comcast Corp | 29,676 | 852K $ | |
| 74 | McDonald's Corp. | 2,650 | 823.6K $ | |
| 75 | Home Depot Inc/The | 2,458 | 808.4K $ | |
| 76 | Dover Corp | 3,850 | 802.5K $ | |
| 77 | Honeywell International Inc | 3,269 | 738.9K $ | |
| 78 | Genuine Parts Co | 6,800 | 719.1K $ | |
| 79 | Duke Energy Corp | 5,309 | 695.2K $ | |
| 80 | Kimberly-Clark Corp | 7,135 | 688.3K $ | |
| 81 | Illinois Tool Works Inc | 2,602 | 677.3K $ | |
| 82 | Cigna Group/The | 2,472 | 659.4K $ | |
| 83 | PNC Financial Services Group Inc/The | 3,040 | 632.6K $ | |
| 84 | Costco Wholesale Corp | 610 | 607.8K $ | |
| 85 | AT&T Inc | 19,441 | 563.6K $ | |
| 86 | Southern Co/The | 5,100 | 492.3K $ | |
| 87 | Mastercard Inc | 975 | 487.2K $ | |
| 88 | Moody's Corp | 1,100 | 479.9K $ | |
| 89 | Truist Financial Corp | 9,975 | 458.6K $ | |
| 90 | Sherwin-Williams Co/The | 1,325 | 424.7K $ | |
| 91 | Lowe's Cos Inc | 1,733 | 409.5K $ | |
| 92 | UnitedHealth Group Inc | 1,510 | 408.6K $ | |
| 93 | Bristol-Myers Squibb Co | 6,700 | 406.4K $ | |
| 94 | GE Vernova Inc | 465 | 405.9K $ | |
| 95 | State Street SPDR S&P MidCap 400 ETF Trust | 650 | 400.9K $ | |
| 96 | Vanguard Russell 1000 | 1,340 | 395.5K $ | |
| 97 | PPG Industries Inc | 3,383 | 361.6K $ | |
| 98 | iShares Core S&P 500 ETF | 550 | 359.3K $ | |
| 99 | Philip Morris International Inc. | 2,082 | 344.2K $ | |
| 100 | Consolidated Edison Inc | 3,000 | 339.5K $ | |
Cite this page
Titelia. "Holdings of WILKINS INVESTMENT COUNSEL INC". https://titelia.com/en/funds/US13F1276853