Wilkins Investment Counsel Inc Portfolio Holdings

Wilkins Investment Counsel Inc

  • $678 Million
  • Q4 2024

Wilkins Investment Counsel Inc has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $678 Million distributed in 128 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Procter & Gamble CO with a value of $25.6M, Automatic Data Processing Inc with a value of $24.8M, Merck & Co., Inc. with a value of $24.2M, Chubb LTD with a value of $22.7M, and Newmont Corp with a value of $22.4M.

Examining the 13F form we can see an decrease of $32.9M in the current position value, from $711M to 678M.

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

Portfolio value $678 Million
Technology: $122 Million
Healthcare: $118 Million
Industrials: $109 Million
Consumer Defensive: $84.1 Million
Basic Materials: $74.7 Million
Financial Services: $69.6 Million
Energy: $61.5 Million
Real Estate: $17.7 Million
Other: $22.2 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$642,000 0.09% of portfolio
1,096
Q1 2024 Reduced 15.43%
$0
$382,000 0.06% of portfolio
650
Q2 2024 Reduced 13.33%
$0
$370,000 0.05% of portfolio
650
Q4 2024 New
$0
$237,000 0.03% of portfolio
465
Q2 2024 Reduced 15.45%
$0
$208,000 0.03% of portfolio
3,350
Q4 2024 New
$0
$213,000 0.03% of portfolio
1,625
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 128
  • Current Value $678 Million
  • Prior Value $711 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 6 stocks
  • Additional Purchases 34 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 60 stocks
Track This Portfolio

Track Wilkins Investment Counsel Inc Portfolio

Follow Wilkins Investment Counsel Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wilkins Investment Counsel Inc, based on Form 13F filings with the SEC.

News

Stay updated on Wilkins Investment Counsel Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email