WILKINS INVESTMENT COUNSEL INC
SEC Form 13F institutional filer · CIK 0001276853
13F-HR · 114 reported holdings · 2026-03-31
Reported long-US-equity value
$0.64B
Top-10 concentration
37.2%
WILKINS INVESTMENT COUNSEL INC — $641M AUM allocation strategy
WILKINS INVESTMENT COUNSEL INC files SEC Form 13F and reports $641M of long US equity value across 114 reported holdings for 2026-03-31.
Its largest sector bet is Materials 13.1%, followed by Health Care 12.1% and Industrials 10.6%.
The top 10 holdings account for 37% of reported value — a broadly spread portfolio. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
WILKINS INVESTMENT COUNSEL INC — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$641M
total across 114 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
37% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$CPRT +88.8K sh · +$1.81M+$FISV +71.5K sh · +$2.66M+$TECH +70.8K sh · +$3.03M
Biggest trims (shares)
−$NEM −78.3K sh · −$4.64M−$SYY −49.4K sh · −$3.96M−$JNJ −31.9K sh · −$4.08M
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Pharmaceuticals7.2%—
- Gold6.4%—
- Fertilizers & Agricultural Chemicals4.1%—
- Property & Casualty Insurance3.8%—
- Oil & Gas Storage & Transportation3.3%—
- Industrial Conglomerates3.2%—
- Personal Care Products3.1%—
- Asset Management & Custody Banks3.0%—
- Other holdings65.9%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $NEM | Newmont Corporation | 379K | $41M | -78.3K | 6.4% |
| $MRK | Merck & Company Inc | 247K | $29.7M | -3.61K | 4.6% |
| $CTVA | Corteva Inc | 318K | $26.7M | +2.1K | 4.2% |
| $CB | Chubb Limited | 74.7K | $24.4M | -738 | 3.8% |
| $WMB | Williams Companies Inc | 289K | $21.1M | -22.1K | 3.3% |
| $MMM | 3M Company | 142K | $20.6M | -67 | 3.2% |
| $PG | Procter & Gamble Company | 138K | $19.9M | +965 | 3.1% |
| $NTRS | Northern Trust Corporation | 139K | $19.4M | -1.38K | 3.0% |
| $IBM | International Business Machines Corporation | 76.8K | $18.6M | -162 | 2.9% |
| $ADP | Automatic Data Processing Inc | 86.2K | $17.5M | +8.37K | 2.7% |
…and 104 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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