Wilkins Investment Counsel Inc Portfolio Holdings

Wilkins Investment Counsel Inc

  • $681 Million
  • Q1 2025

Wilkins Investment Counsel Inc has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $681 Million distributed in 125 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Newmont Corp with a value of $28.7M, Automatic Data Processing Inc with a value of $25.1M, International Business Machines Corp with a value of $24.9M, Chubb LTD with a value of $24.9M, and Procter & Gamble CO with a value of $24.4M.

Examining the 13F form we can see an increase of $2.95M in the current position value, from $678M to 681M.

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

Portfolio value $681 Million
Healthcare: $119 Million
Industrials: $109 Million
Technology: $105 Million
Consumer Defensive: $84.9 Million
Basic Materials: $81.3 Million
Financial Services: $72.8 Million
Energy: $67.8 Million
Real Estate: $20.3 Million
Other: $21.8 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$108B
$2.41 Million 0.35% of portfolio
22,927
Q1 2025 Reduced 2.86%
$133B
$2.31 Million 0.34% of portfolio
32,572
Q1 2025 Reduced 1.19%
$310B
$2.32 Million 0.34% of portfolio
32,420
Q1 2025 Reduced 0.6%
$213B
$2.3 Million 0.34% of portfolio
8,532
Q1 2025 Reduced 3.51%
$446B
$2.26 Million 0.33% of portfolio
2,385
Q1 2025 Reduced 8.76%
$578B
$2.19 Million 0.32% of portfolio
6,246
Q1 2025 Added 0.1%
$54.4B
$2.01 Million 0.29% of portfolio
16,262
Q1 2025 Reduced 1.73%
$154B
$1.95 Million 0.29% of portfolio
4,145
Q1 2025 Reduced 1.43%
$152B
$1.81 Million 0.27% of portfolio
49,176
Q1 2025 Reduced 0.31%
$371B
$1.6 Million 0.24% of portfolio
4,378
Q1 2025 Added 26.6%
$261B
$1.57 Million 0.23% of portfolio
17,856
Q1 2025 Added 17.52%
$72B
$1.57 Million 0.23% of portfolio
18,700
Q2 2024 Added 6.86%
$214B
$1.51 Million 0.22% of portfolio
12,949
Q1 2025 Reduced 11.39%
$28B
$1.43 Million 0.21% of portfolio
17,325
Q1 2025 Reduced 0.57%
$35.3B
$1.34 Million 0.2% of portfolio
14,950
Q1 2025 Added 2.75%
$181B
$1.38 Million 0.2% of portfolio
4,170
Q1 2025 Reduced 2.34%
$55.6B
$1.32 Million 0.19% of portfolio
5,562
Q1 2025 Added 3.48%
$254B
$1.16 Million 0.17% of portfolio
5,816
Q1 2025 Added 7.52%
$182B
$1.18 Million 0.17% of portfolio
26,009
Q1 2025 Added 1.46%
$53.1B
$1.08 Million 0.16% of portfolio
4,410
Q1 2025 Added 1.15%
$1.83B
$1.12 Million 0.16% of portfolio
19,040
Q1 2025 Reduced 20.63%
$195B
$1.11 Million 0.16% of portfolio
8,350
Q1 2025 Reduced 25.09%
$231B
$996,000 0.15% of portfolio
3,189
Q1 2024 Added 112.6%
$64.8B
$1.03 Million 0.15% of portfolio
34,900
Q1 2025 Added 12.58%
$128B
$996,000 0.15% of portfolio
3,666
Q1 2025 Added 23.6%
$56.4B
$1.03 Million 0.15% of portfolio
4,220
Q2 2024 Added 5.5%
$0
$921,000 0.14% of portfolio
1,647
Q1 2025 Added 50.27%
$47.8B
$900,000 0.13% of portfolio
6,335
Q1 2025 Reduced 1.55%
$96.4B
$885,000 0.13% of portfolio
2,692
Q1 2025 Reduced 23.02%
$17.8B
$810,000 0.12% of portfolio
6,800
Q4 2024 Reduced 12.82%
$22B
$782,000 0.11% of portfolio
12,595
Q1 2025 Added 15.82%
$89.7B
$650,000 0.1% of portfolio
5,335
Q1 2025 Reduced 4.13%
$1.03T
$714,000 0.1% of portfolio
4,573
Q3 2024 Added 18.07%
$63.8B
$694,000 0.1% of portfolio
16,450
Q1 2024 New
$25B
$676,000 0.1% of portfolio
3,850
Q1 2025 Reduced 26.67%
$327B
$655,000 0.1% of portfolio
6,050
Q4 2024 Added 12.87%
$2.05T
$653,000 0.1% of portfolio
3,433
Q4 2024 Added 3.25%
$195B
$609,000 0.09% of portfolio
21,563
Q1 2025 Added 11.55%
$74.3B
$645,000 0.09% of portfolio
2,602
Q4 2024 Reduced 19.99%
$69.4B
$623,000 0.09% of portfolio
3,550
Q1 2024 New
$149B
$601,000 0.09% of portfolio
2,840
Q1 2025 Added 16.87%
$538B
$534,000 0.08% of portfolio
975
Q4 2024 New
$86B
$512,000 0.08% of portfolio
1,100
Q1 2024 New
$71.1B
$453,000 0.07% of portfolio
1,315
Q1 2025 Reduced 6.07%
$97.6B
$496,000 0.07% of portfolio
5,400
Q1 2024 Added 86.21%
$91.4B
$488,000 0.07% of portfolio
1,400
Q1 2025 Reduced 6.67%
$52.1B
$410,000 0.06% of portfolio
9,975
Q4 2024 Reduced 6.07%
$137B
$392,000 0.06% of portfolio
1,684
Q4 2024 Reduced 10.81%
$99.6B
$408,000 0.06% of portfolio
6,700
Q1 2025 Reduced 11.45%

Summary

  • Portfolio
  • No. of Stocks 125
  • Current Value $681 Million
  • Prior Value $678 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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