Wilkins Investment Counsel Inc 13F 持仓 · 2026年Q2
Wilkins Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 119 只证券，申报市值合计 7.42 亿美元。前几大持仓：NEM（4.70%）、MRK（4.23%）、CTVA（3.60%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NEM | NEWMONT | $34.9M | 4.70% | 373,570 | 减持 |
| 2 | MRK | MERCK | $31.4M | 4.23% | 244,471 | 减持 |
| 3 | CTVA | CORTEVA | $26.7M | 3.60% | 315,721 | 减持 |
| 4 | CB | CHUBB LIMITED | $25.4M | 3.42% | 74,439 | 减持 |
| 5 | NTRS | NORTHERN TRUST | $23.0M | 3.09% | 132,071 | 减持 |
| 6 | MMM | 3M | $22.9M | 3.08% | 141,274 | 减持 |
| 7 | ILMN | ILLUMINA | $22.2M | 2.99% | 126,275 | 减持 |
| 8 | IBM | INTERNATIONAL BUSINESS MACHINES | $21.5M | 2.90% | 76,408 | 减持 |
| 9 | WMB | WILLIAMS COS | $21.0M | 2.82% | 281,880 | 减持 |
| 10 | PG | PROCTER & GAMBLE | $20.0M | 2.70% | 136,480 | 减持 |
| 11 | ADP | AUTOMATIC DATA PROCESSING | $19.4M | 2.61% | 86,494 | 增持 |
| 12 | IFF | INTERNATIONAL FLAVORS & FRAGRANCES | $18.2M | 2.45% | 229,311 | 减持 |
| 13 | FTNT | FORTINET | $17.5M | 2.36% | 114,145 | 减持 |
| 14 | MDT | MEDTRONIC | $17.4M | 2.35% | 222,957 | 增持 |
| 15 | NVS | NOVARTIS | $17.4M | 2.35% | 111,067 | 减持 |
| 16 | BP | BP PLC | $17.0M | 2.29% | 459,217 | 减持 |
| 17 | JNJ | JOHNSON & JOHNSON | $17.0M | 2.29% | 66,797 | 减持 |
| 18 | IQV | IQVIA | $16.8M | 2.26% | 86,927 | 增持 |
| 19 | EMR | EMERSON ELECTRIC | $16.7M | 2.25% | 116,748 | 减持 |
| 20 | UPS | UNITED PARCEL SERVICE | $16.2M | 2.18% | 150,682 | 减持 |
| 21 | PEP | PEPSICO | $14.8M | 2.00% | 109,640 | 减持 |
| 22 | Q | QNITY ELECTRONICS | $14.8M | 2.00% | 90,874 | 减持 |
| 23 | TXN | TEXAS INSTRUMENTS | $13.5M | 1.82% | 45,292 | 减持 |
| 24 | TECH | BIO-TECHNE | $13.4M | 1.80% | 189,412 | 增持 |
| 25 | SLB | SLB | $12.8M | 1.72% | 274,465 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR