WILKINS INVESTMENT COUNSEL INC

Q1 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$698,183
Net value change ($000)
+12,260 (1.8%)
New positions
3
Sold out positions
4
Turnover %
0.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/2/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
CTVA 5,452 25.7%
BP 4,506 26.1%
MRK 3,329 12.6%
SLB 3,188 28.9%
Q 3,148 41.3%
TECH 3,026 49.8%
FISV 2,661 33.8%
XOM 2,529 40.9%
WMB 2,336 12.5%
CPRT 1,812 24.2%
Top Reduces (Value $000, Stocks/ETFs)
NEM -4,640 -10.2%
IBM -4,180 -18.3%
JNJ -4,078 -19.9%
SYY -3,959 -29.4%
FFIV -2,960 -44.6%
ADP -2,504 -12.5%
MMM -2,118 -9.3%
IQV -1,431 -9.3%
MDT -1,408 -7.5%
MSFT -1,376 -18.2%
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