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Latest WILKINS INVESTMENT COUNSEL INC Stock Portfolio

WILKINS INVESTMENT COUNSEL INC Performance:
2025 Q3: 2.54%YTD: 6.14%2024: 4.47%
Performance for 2025 Q3 is 2.54%, and YTD is 6.14%, and 2024 is 4.47%.

About WILKINS INVESTMENT COUNSEL INC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, WILKINS INVESTMENT COUNSEL INC reported an equity portfolio of $706.1 Millions as of 30 Sep, 2025.

The top stock holdings of WILKINS INVESTMENT COUNSEL INC are NEM, IBM, MMM. The fund has invested 6.5% of it's portfolio in NEWMONT and 3.4% of portfolio in INTERNATIONAL BUSINESS MACHINES.

The fund managers got completely rid off ANSYS (ANSS) and PAYCHEX INC COM (PAYX) stocks. They significantly reduced their stock positions in FASTENAL (FAST), TRIMBLE and UNITEDHEALTH GROUP INC COM (UNH). WILKINS INVESTMENT COUNSEL INC opened new stock positions in INVESCO QQQ TRUST SERIES I (QQQ), LOCKHEED MARTIN CORP COM (LMT) and ISHARES SEMICONDUCTOR ETF (IJR). The fund showed a lot of confidence in some stocks as they added substantially to COPART INC COM (CPRT), FISERV and BIO-TECHNE (TECH).

WILKINS INVESTMENT COUNSEL INC Annual Return Estimates Vs S&P 500

Our best estimate is that WILKINS INVESTMENT COUNSEL INC made a return of 2.54% in the last quarter. In trailing 12 months, it's portfolio return was 2.03%.

New Buys

Ticker$ Bought
invesco qqq trust series i210,130
lockheed martin corp com204,177
ishares semiconductor etf203,340
ishares s&p mid cap 400 index200,675
New stocks bought by WILKINS INVESTMENT COUNSEL INC

Additions

Ticker% Inc.
copart inc com516
fiserv62.37
corpay inc12.84
bio-techne10.4
international flavors & fragrances8.66
duke energy6.16
weyerhaeuser5.23
eversource energy4.37
Additions to existing portfolio by WILKINS INVESTMENT COUNSEL INC

Reductions

Ticker% Reduced
fastenal-38.27
trimble-24.12
unitedhealth group inc com-22.55
ishares russell 1000 growth etf-16.67
gartner-12.64
accenture-12.42
clorox-10.16
american tower-9.53
WILKINS INVESTMENT COUNSEL INC reduced stake in above stock

Sold off

Ticker$ Sold
ansys-1,519,030
paychex inc com-227,645
WILKINS INVESTMENT COUNSEL INC got rid off the above stocks

Sector Distribution

WILKINS INVESTMENT COUNSEL INC has about 15.8% of it's holdings in Healthcare sector.

Sector%
Healthcare15.8
Industrials15.5
Basic Materials13.5
Technology12.5
Consumer Defensive11.2
Others11.1
Financial Services8.7
Energy6.5
Real Estate2.5
Communication Services1.3

Market Cap. Distribution

WILKINS INVESTMENT COUNSEL INC has about 88.9% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP69.8
MEGA-CAP19.1
UNALLOCATED11.1

Stocks belong to which Index?

About 89.1% of the stocks held by WILKINS INVESTMENT COUNSEL INC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50089.1
Others10.9
Top 5 Winners (%)%
NEM
newmont
44.7 %
GOOG
alphabet cl c
37.3 %
ORCL
oracle
28.6 %
ABBV
abbvie
24.7 %
AAPL
apple
24.1 %
Top 5 Winners ($)$
NEM
newmont
15.3 M
JNJ
johnson & johnson
4.0 M
IQV
iqvia
2.4 M
FAST
fastenal
2.2 M
MDT
medtronic
1.7 M
Top 5 Losers (%)%
IT
gartner
-35.0 %
FTNT
fortinet
-20.5 %
ACN
accenture
-17.5 %
UPS
united parcel service
-17.2 %
IFF
international flavors & fragrances
-15.2 %
Top 5 Losers ($)$
FTNT
fortinet
-3.6 M
UPS
united parcel service
-2.9 M
IFF
international flavors & fragrances
-2.5 M
CTVA
corteva
-2.3 M
IT
gartner
-2.2 M

WILKINS INVESTMENT COUNSEL INC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of WILKINS INVESTMENT COUNSEL INC

WILKINS INVESTMENT COUNSEL INC has 122 stocks in it's portfolio. About 34.9% of the portfolio is in top 10 stocks. FTNT proved to be the most loss making stock for the portfolio. NEM was the most profitable stock for WILKINS INVESTMENT COUNSEL INC last quarter.

Last Reported on: 30 Oct, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions