Wilkins Investment Counsel Inc has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $711 Million distributed in 124 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Newmont Corp with a value of $32.4M, Merck & Co., Inc. with a value of $27.5M, Procter & Gamble CO with a value of $26.8M, Chubb LTD with a value of $23.9M, and Automatic Data Processing Inc with a value of $23.4M.

Examining the 13F form we can see an increase of $48.4M in the current position value, from $663M to 711M.

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

Portfolio value $711 Million
Technology: $125 Million
Healthcare: $124 Million
Industrials: $107 Million
Basic Materials: $92.4 Million
Consumer Defensive: $89.3 Million
Financial Services: $67.5 Million
Energy: $63.9 Million
Real Estate: $21.9 Million
Other: $21 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 124
  • Current Value $711 Million
  • Prior Value $663 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 52 stocks
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