WILKINS INVESTMENT COUNSEL INC
•CIK: 1276853•Filing: Q4 2025
**WILKINS INVESTMENT COUNSEL INC** manages $686M across a diversified portfolio of 120 positions. The fund exhibits significant exposure to materials and healthcare, highlighted by the top holding in NEM at $45.6M. Further concentration is evident in established technology and consumer staples names, including MRK ($26.4M) and IBM ($22.8M). This allocation suggests a focus on blue-chip, industrially relevant sectors within its current mandate.
Total AUM
$685.9M
QoQ Performance
-2.9%
Positions
120
Top 10 Concentration
35.2%
Latest Filing
Q4 2025
Top Holdings Allocation
NEM
NEM6.7%
MRK3.8%
CB3.4%
IBM3.3%
MMM3.3%
CTVA3.1%
JNJ3.0%
ADP2.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other56.7%
Healthcare11.9%
Technology8.5%
Industrial7.3%
Financial6.6%
Energy2.8%
Consumer Staples2.6%
Communication1.1%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW3 new positions
↑12 increased
↓58 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023