Wilkins Investment Counsel Inc Portfolio Holdings

Wilkins Investment Counsel Inc

  • $690 Million
  • Q2 2025

Wilkins Investment Counsel Inc has filed its 13F form on August 07, 2025 for Q2 2025 where it was disclosed a total value porftolio of $690 Million distributed in 120 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Newmont Corp with a value of $34.2M, International Business Machines Corp with a value of $26.6M, Corteva, Inc. with a value of $25.3M, Automatic Data Processing Inc with a value of $24.3M, and Chubb LTD with a value of $23.5M.

Examining the 13F form we can see an increase of $8.83M in the current position value, from $681M to 690M.

Below you can find more details about Wilkins Investment Counsel Inc portfolio as well as his latest detailed transactions.

Portfolio value $690 Million
Healthcare: $120 Million
Industrials: $114 Million
Technology: $109 Million
Basic Materials: $87.4 Million
Consumer Defensive: $79.8 Million
Financial Services: $76 Million
Energy: $61.2 Million
Real Estate: $19.7 Million
Other: $22.9 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$54.7B
$34.2 Million 4.95% of portfolio
586,994
Q2 2025 Reduced 1.2%
$210B
$26.6 Million 3.85% of portfolio
90,252
Q2 2025 Reduced 9.98%
$51B
$25.3 Million 3.67% of portfolio
340,052
Q2 2025 Reduced 5.14%
$124B
$24.3 Million 3.52% of portfolio
78,876
Q2 2025 Reduced 3.97%
$112B
$23.5 Million 3.4% of portfolio
81,118
Q2 2025 Reduced 1.52%
$87.3B
$23 Million 3.34% of portfolio
151,403
Q2 2025 Reduced 0.04%
$70.4B
$22.7 Million 3.29% of portfolio
361,739
Q2 2025 Reduced 4.15%
$368B
$22.4 Million 3.25% of portfolio
140,842
Q2 2025 Reduced 1.54%
$203B
$20.9 Million 3.02% of portfolio
263,576
Q2 2025 Added 4.36%
$26.5B
$19.9 Million 2.88% of portfolio
156,719
Q2 2025 Reduced 0.49%
$452B
$18.6 Million 2.69% of portfolio
121,490
Q2 2025 Reduced 4.39%
$122B
$18.2 Million 2.63% of portfolio
208,436
Q2 2025 Added 1.32%
$78.6B
$18.1 Million 2.62% of portfolio
135,863
Q2 2025 Reduced 0.6%
$61.9B
$17.7 Million 2.56% of portfolio
167,073
Q2 2025 Reduced 0.96%
$63.8B
$16.9 Million 2.45% of portfolio
167,720
Q2 2025 Added 14.34%
$257B
$16.9 Million 2.44% of portfolio
139,420
Q2 2025 Reduced 6.63%
$16.5B
$15.3 Million 2.22% of portfolio
207,899
Q2 2025 Added 0.33%
$202B
$14.7 Million 2.13% of portfolio
111,575
Q2 2025 Added 1.99%
$40.9B
$14.2 Million 2.05% of portfolio
187,252
Q2 2025 Reduced 0.35%
$15.3B
$13.6 Million 1.98% of portfolio
142,898
Q2 2025 Added 3.39%
$621B
$13.3 Million 1.93% of portfolio
27,434
Q2 2025 Reduced 0.54%
$27.8B
$13.3 Million 1.92% of portfolio
315,674
Q2 2025 Added 95.3%
$34.5B
$11.9 Million 1.72% of portfolio
75,280
Q2 2025 Added 13.18%
$36B
$11.7 Million 1.69% of portfolio
170,566
Q2 2025 Reduced 0.83%
$46.7B
$11 Million 1.6% of portfolio
325,957
Q2 2025 Reduced 2.46%
$19B
$10.9 Million 1.57% of portfolio
422,412
Q2 2025 Added 7.9%
$3.95T
$10.2 Million 1.48% of portfolio
20,484
Q2 2025 Added 4.27%
$177B
$10.2 Million 1.47% of portfolio
52,200
Q2 2025 Reduced 1.79%
$19.5B
$9.77 Million 1.42% of portfolio
33,210
Q2 2025 Reduced 23.27%
$70.9B
$9.82 Million 1.42% of portfolio
107,989
Q2 2025 Added 0.7%
$95.3B
$8.86 Million 1.28% of portfolio
40,075
Q2 2025 Reduced 1.66%
$207B
$7.22 Million 1.05% of portfolio
58,200
Q2 2025 Added 4.38%
$18.1B
$6.27 Million 0.91% of portfolio
15,508
Q2 2025 Added 0.1%
$79.5B
$6.07 Million 0.88% of portfolio
48,456
Q2 2025 Added 14.12%
$859B
$5.94 Million 0.86% of portfolio
20,485
Q2 2025 Reduced 5.03%
$442B
$5.78 Million 0.84% of portfolio
53,586
Q2 2025 Reduced 0.55%
$150B
$5.73 Million 0.83% of portfolio
19,167
Q2 2025 Reduced 3.4%
$293B
$5.23 Million 0.76% of portfolio
75,327
Q2 2025 Added 0.06%
$25.9B
$5.02 Million 0.73% of portfolio
30,238
Q2 2025 Reduced 0.74%
$3.69T
$4.87 Million 0.71% of portfolio
23,733
Q2 2025 Reduced 1.66%
$138B
$4.9 Million 0.71% of portfolio
202,210
Q2 2025 Reduced 1.64%
$135B
$4.74 Million 0.69% of portfolio
20,607
Q2 2025 Reduced 0.72%
$2.07B
$4.46 Million 0.65% of portfolio
86,613
Q2 2025 Added 354.9%
$229B
$3.18 Million 0.46% of portfolio
23,403
Q2 2025 Reduced 4.49%
$29.2B
$2.69 Million 0.39% of portfolio
51,964
Q2 2025 Reduced 0.53%
$351B
$2.7 Million 0.39% of portfolio
14,572
Q2 2025 Reduced 5.2%
$20.7B
$2.69 Million 0.39% of portfolio
35,450
Q2 2025 Reduced 4.7%
$227B
$2.53 Million 0.37% of portfolio
7,932
Q2 2025 Reduced 7.03%
$439B
$2.31 Million 0.33% of portfolio
2,335
Q2 2025 Reduced 2.1%

Summary

  • Portfolio
  • No. of Stocks 120
  • Current Value $690 Million
  • Prior Value $681 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 07, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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