WILKINS INVESTMENT COUNSEL INC
CIK: 1276853SEC EDGAR →
Portfolio Value
$254.5B
Holdings
119
As of
Q1 2026
New Positions
119
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | CORTEVA | 318,391 | $26.7B | 10.47% |
| 2 | BP PLC | 463,342 | $21.8B | 8.56% |
| 3 | WILLIAMS COS | 289,330 | $21.1B | 8.28% |
| 4 | MEDTRONIC | 201,421 | $17.5B | 6.86% |
| 5 | INTERNATIONAL FLAVORS & FRAGRANCES | 230,664 | $16.7B | 6.58% |
| 6 | UNITED PARCEL SERVICE | 151,072 | $14.9B | 5.84% |
| 7 | SLB | 276,810 | $14.2B | 5.59% |
| 8 | WEYERHAEUSER | 527,265 | $12.9B | 5.06% |
| 9 | FORTINET | 151,323 | $12.4B | 4.86% |
| 10 | FISERV | 188,705 | $10.5B | 4.14% |
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Energy | 7 | $57.1B | 22.4% |
| Basic Materials | 7 | $51.6B | 20.3% |
| Industrials | 20 | $33.5B | 13.2% |
| Healthcare | 14 | $32.1B | 12.6% |
| Technology | 16 | $30.4B | 12.0% |
| Consumer Defensive | 11 | $23.9B | 9.4% |
| Real Estate | 2 | $12.9B | 5.1% |
| Communication Services | 5 | $6.9B | 2.7% |
| Utilities | 6 | $4.2B | 1.6% |
| Financial Services | 20 | $1.7B | 0.7% |
| Unknown | 6 | $28.6M | 0.0% |
| Consumer Cyclical | 5 | $4.3M | 0.0% |