WILKINS INVESTMENT COUNSEL INC
CIK: 0001276853SEC EDGAR →
Portfolio Value
$685.9M
Holdings
120
As of
Q4 2025
New Positions
120
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NEWMONT | 456,955 | $45.6M | 6.65% |
| 2 | MERCK | 250,356 | $26.4M | 3.84% |
| 3 | CHUBB LIMITED | 75,467 | $23.6M | 3.43% |
| 4 | INTERNATIONAL BUSINESS MACHINES | 76,935 | $22.8M | 3.32% |
| 5 | 3M | 141,746 | $22.7M | 3.31% |
| 6 | CORTEVA | 316,292 | $21.2M | 3.09% |
| 7 | JOHNSON & JOHNSON | 98,950 | $20.5M | 2.99% |
| 8 | AUTOMATIC DATA PROCESSING | 77,781 | $20.0M | 2.92% |
| 9 | PROCTER & GAMBLE | 136,667 | $19.6M | 2.86% |
| 10 | NORTHERN TRUST | 140,451 | $19.2M | 2.80% |
Quarterly Changes
New Positions (120)
$45.6M · 457K shares
$26.4M · 250K shares
$23.6M · 75K shares
$22.8M · 77K shares
$22.7M · 142K shares
$21.2M · 316K shares
$20.5M · 99K shares
$20.0M · 78K shares
$19.6M · 137K shares
$19.2M · 140K shares
$18.9M · 196K shares
$18.7M · 311K shares
$17.3M · 497K shares
$17.2M · 131K shares
$16.0M · 116K shares
$15.7M · 118K shares
$15.4M · 68K shares
$15.4M · 107K shares
$15.3M · 227K shares
$15.2M · 153K shares
$13.5M · 183K shares
$12.1M · 152K shares
$12.0M · 506K shares
$11.0M · 288K shares
$10.2M · 34K shares
$9.2M · 18K shares
$8.8M · 112K shares
$8.5M · 49K shares
$7.9M · 117K shares
$7.6M · 93K shares
$7.6M · 16K shares
$7.5M · 191K shares
$7.1M · 40K shares
$6.9M · 173K shares
$6.7M · 167K shares
$6.6M · 26K shares
$6.4M · 56K shares
$6.2M · 51K shares
$6.1M · 23K shares
$6.1M · 19K shares
$6.1M · 103K shares
$5.7M · 74K shares
$5.6M · 55K shares
$5.3M · 29K shares
$4.5M · 19K shares
$4.5M · 179K shares
$4.4M · 16K shares
$3.3M · 14K shares
$3.0M · 3K shares
$2.9M · 23K shares
$2.9M · 8K shares
$2.4M · 30K shares
$2.3M · 15K shares
$2.2M · 48K shares
$2.2M · 4K shares
$2.2M · 19K shares
$2.1M · 30K shares
$2.1M · 6K shares
$2.1M · 26K shares
$2.0M · 11K shares
$1.9M · 15K shares
$1.9M · 4K shares
$1.8M · 17K shares
$1.8M · 20K shares
$1.8M · 14K shares
$1.7M · 5K shares
$1.6M · 6K shares
$1.5M · 8K shares
$1.4M · 5K shares
$1.3M · 4K shares
$1.3M · 35K shares
$1.2M · 5K shares
$1.1M · 6K shares
$1.0M · 3K shares
$990K · 1K shares
$887K · 30K shares
$885K · 13K shares
$845K · 2K shares
$836K · 7K shares
$809K · 3K shares
$806K · 20K shares
$751K · 4K shares
$680K · 2K shares
$676K · 3K shares
$668K · 2K shares
$640K · 3K shares
$639K · 6K shares
$634K · 3K shares
$622K · 5K shares
$561K · 1K shares
$556K · 975 shares
$554K · 3K shares
$526K · 610 shares
$490K · 10K shares
$482K · 19K shares
$448K · 2K shares
$444K · 5K shares
$429K · 1K shares
$417K · 2K shares
$414K · 1K shares
$392K · 650 shares
$376K · 550 shares
$361K · 7K shares
$347K · 893 shares
$346K · 3K shares
$333K · 2K shares
$306K · 1K shares
$297K · 3K shares
$267K · 409 shares
$263K · 300 shares
$257K · 525 shares
$245K · 751 shares
$240K · 769 shares
$236K · 500 shares
$225K · 750 shares
$215K · 3K shares
$215K · 350 shares
$211K · 1K shares
$203K · 7K shares
$202K · 3K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Healthcare | 14 | $120.0M | 17.5% |
| Industrials | 19 | $105.8M | 15.4% |
| Technology | 17 | $105.8M | 15.4% |
| Basic Materials | 6 | $89.9M | 13.1% |
| Consumer Defensive | 12 | $75.8M | 11.1% |
| Financial Services | 21 | $64.3M | 9.4% |
| Energy | 7 | $59.1M | 8.6% |
| Unknown | 6 | $28.1M | 4.1% |
| Real Estate | 2 | $19.1M | 2.8% |
| Communication Services | 5 | $9.4M | 1.4% |
| Utilities | 6 | $4.9M | 0.7% |
| Consumer Cyclical | 5 | $3.6M | 0.5% |