Institutional Manager · CIK 0001276853
WILKINS INVESTMENT COUNSEL INC
BOSTON, MA · File #028-11031
Latest AUM
$685.9M
Positions
120
Top-10 Concentration
39.0%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | NEWMONT | NEMCL | -88,685 | -$8.9M | +$8.5M |
| NEW | QNITY ELECTRONICS | Q | +93,463 | +$7.6M | $0 |
| REDUCE | BERKSHIRE HATHAWAY CL B | BRK-A | -9,100 | -$4.6M | -$2,469 |
| ADD | COPART | CPRT | +106,385 | +$4.2M | -$494,177 |
| ADD | CLOROX | CLX | +39,360 | +$4.0M | -$352,869 |
| REDUCE | JOHNSON & JOHNSON | JNJ | -13,983 | -$2.9M | +$2.4M |
| ADD | FISERV | FISV | +38,479 | +$2.6M | -$4.9M |
| REDUCE | WILLIAMS COS | 969457100 | -42,265 | -$2.5M | -$1.1M |
| REDUCE | NOVARTIS | NVSEF | -17,565 | -$2.4M | +$1.3M |
| REDUCE | INTERNATIONAL BUSINESS MACHINES | INTR | -7,808 | -$2.3M | +$1.2M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 2025120 pos · $685.9M
- 13F HOLDINGS REPORTQ/E Sep 2025122 pos · $706.1M
- 13F HOLDINGS REPORTQ/E Jun 2025120 pos · $706.7M
- 13F HOLDINGS REPORTQ/E Mar 2025125 pos · $698.1M
- 13F HOLDINGS REPORTQ/E Dec 2024128 pos · $691.6M
- 13F HOLDINGS REPORTQ/E Sep 2024124 pos · $723.3M
- 13F HOLDINGS REPORTQ/E Jun 2024126 pos · $670.6M
- 13F HOLDINGS REPORTQ/E Mar 2024127 pos · $684.9M
- 13F HOLDINGS REPORTQ/E Dec 202373 pos · $369.7M
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | NEWMONT | NEMCL | 456,955 | $45.6M | 7.36% |
| 2 | MERCK | MRK | 250,356 | $26.4M | 4.25% |
| 3 | CHUBB LIMITED | CB | 75,467 | $23.6M | 3.80% |
| 4 | INTERNATIONAL BUSINESS MACHINES | INTR | 76,935 | $22.8M | 3.68% |
| 5 | 3M | MMM | 141,746 | $22.7M | 3.66% |
| 6 | CORTEVA | CTVA | 316,292 | $21.2M | 3.42% |
| 7 | JOHNSON & JOHNSON | JNJ | 98,950 | $20.5M | 3.30% |
| 8 | AUTOMATIC DATA PROCESSING | ADP | 77,781 | $20.0M | 3.23% |
| 9 | PROCTER & GAMBLE | 742718109 | 136,667 | $19.6M | 3.16% |
| 10 | NORTHERN TRUST | NTRSO | 140,451 | $19.2M | 3.09% |
| 11 | MEDTRONIC | MDT | 196,350 | $18.9M | 3.04% |
| 12 | WILLIAMS COS | 969457100 | 311,440 | $18.7M | 3.02% |
| 13 | BP PLC | BPPFF | 497,292 | $17.3M | 2.79% |
| 14 | ILLUMINA | ILMN | 131,320 | $17.2M | 2.78% |
| 15 | NOVARTIS | NVSEF | 116,412 | $16.0M | 2.59% |
| 16 | EMERSON ELECTRIC | EMR | 117,923 | $15.7M | 2.52% |
| 17 | IQVIA | IQV | 68,363 | $15.4M | 2.49% |
| 18 | PEPSICO | PEP | 107,315 | $15.4M | 2.48% |
| 19 | INTERNATIONAL FLAVORS & FRAGRANCES | 459506101 | 227,214 | $15.3M | 2.47% |
| 20 | UNITED PARCEL SERVICE | UPS | 153,078 | $15.2M | 2.45% |