Wilkins Investment Counsel
Wilkins Investment Counsel reported 119 stocks worth $742M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are NEM (4.7%), MRK (4.2%) and CTVA (3.6%). Compared with Q1 2026, the fund opened new positions in DD and XOM, added to ADP, MDT and IQV, trimmed NEM, MRK and CTVA and sold out of XOM, DD and GLW.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  NEM Newmont Corp | $34.9M | 4.7% | 374K | −5,060 (−1%) | 8 of 8 | |
| 2 |  MRK Merck & Co Inc | $31.4M | 4.2% | 244K | −2,277 (−1%) | 8 of 8 | |
| 3 |  CTVA Corteva Inc | $26.7M | 3.6% | 316K | −2,670 (−1%) | 8 of 8 | |
| 4 |  CB Chubb Ltd F | $25.4M | 3.4% | 74K | −290 (−0%) | 8 of 8 | |
| 5 |  NTRS Northern TR Corp | $23M | 3.1% | 132K | −7,002 (−5%) | 8 of 8 | |
| 6 |  MMM 3M Co | $22.9M | 3.1% | 141K | −405 (−0%) | 8 of 8 | |
| 7 |  ILMN Illumina Inc | $22.2M | 3.0% | 126K | −5,310 (−4%) | 8 of 8 | |
| 8 |  IBM Ibm Corp | $21.5M | 2.9% | 76K | −365 (−0%) | 8 of 8 | |
| 9 |  WMB Williams Cos Inc | $21M | 2.8% | 282K | −7,450 (−3%) | 8 of 8 | |
| 10 |  PG Procter & Gamble Co | $20M | 2.7% | 136K | −1,152 (−1%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 XOM Exxon Mobil Corp | $8.7M | 51K |
 DD Dupont DE Nemours Inc | $7.9M | 173K |
HONEYWELL INTL INC | $739K | 3,269 |
 GLW Corning Inc | $279K | 2,050 |
 AMGN Amgen Inc | $264K | 751 |
🔒 Free account: see all 6.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 6, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Wilkins Investment Counsel 13F FAQ
What does Wilkins Investment Counsel own?
Wilkins Investment Counsel reported 119 stocks worth $742M in its 13F filing for Q2 2026, filed Aug 6, 2026. Its largest holdings are NEM (4.7%), MRK (4.2%) and CTVA (3.6%). The table above lists every position in the filing (the top 10 without an account).
What did Wilkins Investment Counsel buy and sell in Q2 2026?
Compared with Q1 2026: 6 new positions, 17 added to, 53 trimmed and 6 sold out. New positions include DD and XOM. It sold all of XOM, DD and GLW.
When will Wilkins Investment Counsel file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Wilkins Investment Counsel's portfolio worth?
The Q2 2026 filing reports $742M in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.