WILKINS INVESTMENT COUNSEL INC

Q4 2025 13F-HR Holdings

Location
Boston, MA
Holdings as of
12/31/2025
Date filed
2/2/2026
Form type
13F-HR
Num holdings
120
Total value ($000)
$685,923
Net value change ($000)
-20,158 (-2.9%)
New positions
3
Sold out positions
5
Turnover %
1.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/30/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
Q 7,631 NEW
MRK 3,967 17.7%
ILMN 3,716 27.5%
CPRT 3,671 96.1%
CLX 3,616 186.8%
IQV 1,739 12.7%
CB 1,683 7.7%
IFF 1,410 10.1%
UPS 1,115 7.9%
WY 969 8.8%
Top Reduces (Value $000, Stocks/ETFs)
DD -5,960 -46.2%
BRK-B -4,576 -33.2%
WMB -3,686 -16.5%
FFIV -3,201 -32.5%
MSFT -2,976 -28.2%
FAST -2,860 -29.9%
ADP -2,455 -10.9%
IT -2,313 -65.0%
FISV -2,275 -22.4%
IBTA -1,839 -100.0%
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