WILKINS INVESTMENT COUNSEL INC
CIK 1276853
13F filing for Q2 2026・No. 3,099
- Holdings
- US$741.97M
- Quarter change
- +US$43.79M
- Entries
- 119
- Net bought (estimate)
- −US$3.69M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 6
- Sold out 6
- Cut 53
- Added 19
- Corporate actions 4
- Unchanged 41
Largest holdings
119 stocks worth US$741.97M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NEMNEWMONTStock | Cut | 373,570 | US$34.89M | 4.70% |
| MRKMERCKStock | Cut | 244,471 | US$31.41M | 4.23% |
| CTVACORTEVAStock | Cut | 315,721 | US$26.74M | 3.60% |
| CBCHUBB LIMITEDStock | Cut | 74,439 | US$25.36M | 3.42% |
| NTRSNORTHERN TRUSTStock | Cut | 132,071 | US$22.96M | 3.09% |
| MMM3MStock | Cut | 141,274 | US$22.87M | 3.08% |
| ILMNILLUMINAStock | Cut | 126,275 | US$22.2M | 2.99% |
| INTERNATIONAL BUSINESS MACHINESStock | Cut | 76,408 | US$21.49M | 2.90% |
| WMBWILLIAMS COSStock | Cut | 281,880 | US$20.95M | 2.82% |
| PGPROCTER & GAMBLEStock | Cut | 136,480 | US$20.01M | 2.70% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 6, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.