Institutional Fund
Wilkins Investment Counsel Inc
Boston, MACIK 12768535 filings on record
Portfolio Value
$698.18M
Q1 2026
Holdings
119
Reported positions
New Buys
3
Opened this quarter
QoQ Change
+1.8%
from $685.92M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Newmont Corp5.9%
- Merck & Co Inc4.3%
- Corteva Inc3.8%
- Chubb Limited3.5%
- Bp PLC3.1%
- Williams Cos Inc3.0%
- Other76.4%
Portfolio Holdings
119 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Newmont Corp | 378.6K | $40.99M | 5.9% | −78.3K | Reduced |
| 2 | Merck & Co Inc | 246.7K | $29.68M | 4.3% | −3.6K | Reduced |
| 3 | Corteva Inc | 318.4K | $26.65M | 3.8% | +2.1K | Added |
| 4 | Chubb Limited | 74.7K | $24.36M | 3.5% | −738 | Reduced |
| 5 | Bp PLC | 463.3K | $21.78M | 3.1% | −34.0K | Reduced |
| 6 | Williams Cos Inc | 289.3K | $21.06M | 3.0% | −22.1K | Reduced |
| 7 | 3m Co | 141.7K | $20.58M | 2.9% | −67 | Reduced |
| 8 | Procter And Gamble Co | 137.6K | $19.88M | 2.8% | +965 | Added |
| 9 | Northern Tr Corp | 139.1K | $19.41M | 2.8% | −1.4K | Reduced |
| 10 | International Business Machs | 76.8K | $18.61M | 2.7% | −162 | Reduced |
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