Wilkins Investment Counsel Inc holds a diversified book of 119 reported positions worth $742.0M as of Q2 2026 (disclosed Aug 6, 2026, a ~37-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened Dupont De Nemours Inc and trimmed Newmont Corp. Their largest long position is Newmont Corp at 5% of the reported non-option book. Cloning the disclosed picks since 2024 would be +34% (+17.3%/yr). That is a simulation of the disclosed long book, not audited returns.
Following at the filing date actually beat the quarter-end book by 5.4 points over this window.
Growth of $10,000 cloning Wilkins Investment Counsel Inc's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~37 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
+4 sectors below the cut, 7% together
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Wilkins Investment Counsel Inc
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Independent Investors Inc | 34 / 80 | $437.2M |
| Marest Capital, LLC | 12 / 80 | $152.6M |
| Financial Avengers, Inc. | 36 / 80 | $179.5M |
| Ardent Capital Management, Inc. | 14 / 80 | $178.1M |
| Trust Asset Management LLC | 36 / 80 | $1.2B |
| AdviceOne Advisory Services, LLC | 17 / 80 | $128.6M |
| Act Two Investors LLC | 14 / 80 | $356.6M |
| Harold Davidson & Associates Inc. | 28 / 80 | $163.8M |
Ranked by the share of each fund's own book sitting in the names it shares with Wilkins Investment Counsel Inc: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Newmont Stock | $34.9M | 373.6K | 4.7% | ▼−1.3% Reduced · −5K sh | |
| 2 | MERCK Stock | $31.4M | 244.5K | 4.2% | ▼−0.9% Reduced · −2K sh | |
| 3 | Corteva Stock | $26.7M | 315.7K | 3.6% | ▼−0.8% Reduced · −3K sh | |
| 4 | Chubb Limited Stock | $25.4M | 74.4K | 3.4% | ▼−0.4% Reduced · −290 sh | |
| 5 | Northern Trust Stock | $23.0M | 132.1K | 3.1% | ▼−5.0% Reduced · −7K sh | |
| 6 | 3M Stock | $22.9M | 141.3K | 3.1% | ▼−0.3% Reduced · −405 sh | |
| 7 | Illumina Stock | $22.2M | 126.3K | 3.0% | ▼−4.0% Reduced · −5K sh | |
| 8 | International Business Machines Stock | $21.5M | 76.4K | 2.9% | ▼−0.5% Reduced · −365 sh | |
| 9 | Williams Cos Stock | $21.0M | 281.9K | 2.8% | ▼−2.6% Reduced · −7K sh | |
| 10 | Procter & Gamble Stock | $20.0M | 136.5K | 2.7% | ▼−0.8% Reduced · −1K sh | |
| 11 | Automatic Data Processing Stock | $19.4M | 86.5K | 2.6% | ▲+0.4% Added · +343 sh | |
| 12 | International Flavors & Fragrances Stock | $18.2M | 229.3K | 2.4% | ▼−0.6% Reduced · −1K sh | |
| 13 | Fortinet Stock | $17.5M | 114.1K | 2.4% | ▼−25% Reduced · −37K sh | |
| 14 | Medtronic Stock | $17.4M | 223.0K | 2.4% | ▲+11% Added · +22K sh | |
| 15 | Novartis ADR | $17.4M | 111.1K | 2.3% | ▼−1.4% Reduced · −2K sh | |
| 16 | BP PLC ADR | $17.0M | 459.2K | 2.3% | ▼−0.9% Reduced · −4K sh | |
| 17 | Johnson & Johnson Stock | $17.0M | 66.8K | 2.3% | ▼−0.4% Reduced · −297 sh | |
| 18 | IQVIA Stock | $16.8M | 86.9K | 2.3% | ▲+6.0% Added · +5K sh | |
| 19 | Emerson Electric Stock | $16.7M | 116.7K | 2.3% | ▼−0.7% Reduced · −800 sh | |
| 20 | United Parcel Service Stock | $16.2M | 150.7K | 2.2% | ▼−0.3% Reduced · −390 sh | |
| 21 | Pepsico Stock | $14.8M | 109.6K | 2.0% | ▼−0.3% Reduced · −340 sh | |
| 22 | Qnity Electronics Stock | $14.8M | 90.9K | 2.0% | ▼−2.7% Reduced · −3K sh | |
| 23 | Texas Instruments Stock | $13.5M | 45.3K | 1.8% | ▼−7.8% Reduced · −4K sh | |
| 24 | Bio-Techne Stock | $13.4M | 189.4K | 1.8% | ▲+8.8% Added · +15K sh | |
| 25 | SLB Stock | $12.8M | 274.5K | 1.7% | ▼−0.8% Reduced · −2K sh | |
| 26 | Weyerhaeuser REIT | $12.6M | 525.2K | 1.7% | ▼−0.4% Reduced · −2K sh | |
| 27 | Fiserv Stock | $11.9M | 243.0K | 1.6% | ▲+29% Added · +54K sh | |
| 28 | Corpay Inc Stock | $11.2M | 33.6K | 1.5% | ▼−1.1% Reduced · −365 sh | |
| 29 | SYSCO Stock | $10.9M | 129.9K | 1.5% | ▼−2.7% Reduced · −4K sh | |
| 30 | Colgate-Palmolive Stock | $10.3M | 112.0K | 1.4% | ▼−0.9% Reduced · −1K sh | |
| 31 | Berkshire Hathaway Inc Del CL B New Stock | $9.2M | 18.3K | 1.2% | —Held | |
| 32 | Copart Stock | $9.0M | 320.8K | 1.2% | ▲+15% Added · +41K sh | |
| 33 | American Tower REIT | $8.4M | 51.2K | 1.1% | ▲+1.6% Added · +805 sh | |
| 34 | Cisco Systems Stock | $7.9M | 66.8K | 1.1% | ▼−9.1% Reduced · −7K sh | |
| 35 | Dupont Stock | $7.8M | 57.5K | 1.1% | ▲New New position | |
| 36 | Fastenal Stock | $7.7M | 161.1K | 1.0% | ▼−4.8% Reduced · −8K sh | |
| 37 | Exxon Mobil Stock | $7.0M | 51.5K | 0.9% | ▲New New position | |
| 38 | Accenture Stock | $7.0M | 56.3K | 0.9% | ▲+246% Added · +40K sh | |
| 39 | Clorox Stock | $6.3M | 66.2K | 0.9% | ▲+6.7% Added · +4K sh | |
| 40 | APPLE Stock | $6.3M | 21.7K | 0.8% | ▲+2.3% Added · +495 sh | |
| 41 | J.P. Morgan Chase Stock | $6.2M | 18.8K | 0.8% | ▼−1.2% Reduced · −226 sh | |
| 42 | Microsoft Stock | $6.1M | 16.4K | 0.8% | ▼−2.1% Reduced · −360 sh | |
| 43 | Walt Disney Stock | $5.5M | 57.4K | 0.7% | ▲~0% Added · +25 sh | |
| 44 | Union Pacific Stock | $5.2M | 19.2K | 0.7% | ▼−0.7% Reduced · −132 sh | |
| 45 | F5 Networks Stock | $5.1M | 12.3K | 0.7% | ▼−3.5% Reduced · −440 sh | |
| 46 | Hershey Company Stock | $5.1M | 29.0K | 0.7% | ▲+0.2% Added · +50 sh | |
| 47 | Pfizer Stock | $4.3M | 176.8K | 0.6% | ▼−2.3% Reduced · −4K sh | |
| 48 | Abbvie Stock | $3.7M | 14.8K | 0.5% | ▲+4.6% Added · +650 sh | |
| 49 | Caterpillar Stock | $3.5M | 3.3K | 0.5% | ▼−5.8% Reduced · −203 sh | |
| 50 | Eli Lilly Stock | $3.0M | 2.5K | 0.4% | —Held |
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1276853/holdings"
Use Arkolith to show WILKINS INVESTMENT COUNSEL INC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Aug 6, 2026 | 37d | 119 | $742.0M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 37d | 119 | $698.2M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 2, 2026 | 33d | 120 | $685.9M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 30, 2025 | 30d | 122 | $706.1M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Aug 7, 2025 | 38d | 120 | $706.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 6, 2025 | 36d | 125 | $698.1M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 11, 2025 | 42d | 128 | $691.6M | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Nov 12, 2024 | 43d | 124 | $723.3M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.