Wilkins Investment Counsel Inc Portfolio Holdings

Wilkins Investment Counsel Inc

  • $694 Million
  • Q3 2025

Wilkins Investment Counsel Inc has filed its 13F form on October 30, 2025 for Q3 2025 where it was disclosed a total value porftolio of $694 Million distributed in 122 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Newmont Corp with a value of $46M, International Business Machines Corp with a value of $23.9M, 3 M CO with a value of $23.4M, Automatic Data Processing Inc with a value of $22.5M, and Merck & Co., Inc. with a value of $22.4M.

Examining the 13F form we can see an increase of $3.29M in the current position value, from $690M to 694M.

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

Portfolio value $694 Million
Healthcare: $129 Million
Industrials: $106 Million
Technology: $101 Million
Basic Materials: $95.4 Million
Consumer Defensive: $79.1 Million
Financial Services: $75.2 Million
Energy: $63.7 Million
Real Estate: $18 Million
Other: $27 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$69.1B
$46 Million 6.63% of portfolio
545,640
Q3 2025 Reduced 7.05%
$266B
$23.9 Million 3.45% of portfolio
84,743
Q3 2025 Reduced 6.1%
$91.4B
$23.4 Million 3.37% of portfolio
150,685
Q3 2025 Reduced 0.47%
$104B
$22.5 Million 3.24% of portfolio
76,536
Q3 2025 Reduced 2.97%
$235B
$22.4 Million 3.23% of portfolio
266,707
Q3 2025 Added 1.19%
$74.3B
$22.4 Million 3.23% of portfolio
353,705
Q3 2025 Reduced 2.22%
$123B
$21.9 Million 3.15% of portfolio
77,492
Q3 2025 Reduced 4.47%
$47.4B
$21.7 Million 3.14% of portfolio
321,502
Q3 2025 Reduced 5.46%
$346B
$21.3 Million 3.07% of portfolio
138,667
Q3 2025 Reduced 1.54%
$522B
$20.9 Million 3.02% of portfolio
112,933
Q3 2025 Reduced 7.04%
$128B
$20.3 Million 2.92% of portfolio
212,681
Q3 2025 Added 2.04%
$26.6B
$19.4 Million 2.8% of portfolio
144,181
Q3 2025 Reduced 8.0%
$112B
$18.1 Million 2.61% of portfolio
525,757
Q3 2025 Added 0.07%
$283B
$17.2 Million 2.48% of portfolio
133,977
Q3 2025 Reduced 3.9%
$75.4B
$17 Million 2.45% of portfolio
129,333
Q3 2025 Reduced 4.81%
$204B
$15.3 Million 2.2% of portfolio
108,600
Q3 2025 Reduced 2.67%
$68.7B
$14.1 Million 2.03% of portfolio
168,435
Q3 2025 Added 0.43%
$16.8B
$13.9 Million 2.0% of portfolio
225,909
Q3 2025 Added 8.66%
$662B
$13.8 Million 1.99% of portfolio
27,434
Q2 2025 Reduced 0.54%
$41B
$13.7 Million 1.97% of portfolio
71,974
Q3 2025 Reduced 4.39%
$19B
$13.5 Million 1.95% of portfolio
142,235
Q3 2025 Reduced 0.46%
$64.9B
$13.1 Million 1.89% of portfolio
156,284
Q3 2025 Reduced 6.46%
$19.9B
$12.9 Million 1.86% of portfolio
165,718
Q3 2025 Reduced 2.84%
$16.4B
$11 Million 1.59% of portfolio
444,505
Q3 2025 Added 5.23%
$52.4B
$10.9 Million 1.58% of portfolio
317,822
Q3 2025 Reduced 2.5%
$3.78T
$10.5 Million 1.52% of portfolio
20,351
Q3 2025 Reduced 0.65%
$14B
$9.84 Million 1.42% of portfolio
30,455
Q3 2025 Reduced 8.3%
$79.5B
$9.85 Million 1.42% of portfolio
78,678
Q3 2025 Added 62.37%
$177B
$9.77 Million 1.41% of portfolio
50,186
Q3 2025 Reduced 3.86%
$23.2B
$9.56 Million 1.38% of portfolio
194,860
Q3 2025 Reduced 38.27%
$65.7B
$8.74 Million 1.26% of portfolio
109,339
Q3 2025 Added 1.25%
$84B
$6.97 Million 1.01% of portfolio
36,255
Q3 2025 Reduced 9.53%
$193B
$6.63 Million 0.96% of portfolio
57,905
Q3 2025 Reduced 0.51%
$881B
$6.09 Million 0.88% of portfolio
19,299
Q3 2025 Reduced 5.79%
$4.3T
$5.84 Million 0.84% of portfolio
22,918
Q3 2025 Reduced 3.43%
$490B
$5.79 Million 0.83% of portfolio
51,345
Q3 2025 Reduced 4.18%
$26.3B
$5.54 Million 0.8% of portfolio
29,630
Q3 2025 Reduced 2.01%
$2.33B
$5.32 Million 0.77% of portfolio
95,623
Q3 2025 Added 10.4%
$319B
$5.15 Million 0.74% of portfolio
75,302
Q3 2025 Reduced 0.03%
$141B
$5.08 Million 0.73% of portfolio
199,360
Q3 2025 Reduced 1.41%
$136B
$4.5 Million 0.65% of portfolio
19,056
Q3 2025 Reduced 7.53%
$152B
$4.14 Million 0.6% of portfolio
16,787
Q3 2025 Reduced 12.42%
$9.78B
$3.82 Million 0.55% of portfolio
84,910
Q3 2025 Added 516.99%
$18.3B
$3.56 Million 0.51% of portfolio
13,548
Q3 2025 Reduced 12.64%
$414B
$3.33 Million 0.48% of portfolio
14,392
Q3 2025 Reduced 1.24%
$228B
$3.11 Million 0.45% of portfolio
23,253
Q3 2025 Reduced 0.64%
$255B
$2.63 Million 0.38% of portfolio
7,907
Q3 2025 Reduced 0.32%
$28.1B
$2.57 Million 0.37% of portfolio
50,964
Q3 2025 Reduced 1.92%
$168B
$2.26 Million 0.33% of portfolio
29,985
Q2 2025 Reduced 7.94%

Summary

  • Portfolio
  • No. of Stocks 122
  • Current Value $694 Million
  • Prior Value $690 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 30, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 4 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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