WILKINS INVESTMENT COUNSEL INC

Q2 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
6/30/2026
Date filed
8/6/2026
Form type
13F-HR
Num holdings
119
Total value ($000)
$741,974
Net value change ($000)
+43,791 (6.3%)
New positions
6
Sold out positions
6
Turnover %
4.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
DUPONT 7,803 NEW
EXXON MOBIL 7,048 NEW
ILMN 5,984 36.9%
FTNT 5,169 41.8%
TECH 4,283 47.1%
Q 4,062 37.7%
TXN 3,961 41.5%
ACN 3,785 117.4%
NTRS 3,549 18.3%
IBM 2,878 15.5%
Top Reduces (Value $000, Stocks/ETFs)
XOM -8,705 -100.0%
DD -7,934 -100.0%
NEM -6,096 -14.9%
BP -4,809 -22.1%
PEP -2,234 -13.1%
SLB -1,465 -10.3%
HSY -932 -15.5%
PFE -826 -16.3%
HON -739 -100.0%
CVX -620 -20.1%
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