WILKINS INVESTMENT COUNSEL INC

Q3 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2025
Date filed
10/30/2025
Form type
13F-HR
Num holdings
122
Total value ($000)
$706,081
Net value change ($000)
-663 (-0.1%)
New positions
4
Sold out positions
2
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/7/2025 Next filing: 2/2/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NEM 11,805 34.5%
CPRT 3,143 465.6%
BP 2,394 15.2%
JNJ 2,382 12.8%
MDT 2,087 11.5%
IQV 1,808 15.2%
FISV 1,790 21.4%
MRK 1,520 7.3%
DD 1,210 10.3%
SYY 973 6.9%
Top Reduces (Value $000, Stocks/ETFs)
FTNT -4,523 -25.6%
FAST -3,702 -27.9%
CTVA -3,601 -14.2%
UPS -2,861 -16.9%
IT -2,708 -43.2%
IBM -2,693 -10.1%
AMT -1,884 -21.3%
ADP -1,862 -7.7%
CB -1,630 -6.9%
TXN -1,617 -14.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type