WILKINS INVESTMENT COUNSEL INC

Q3 2026 13F-HR Holdings

Location
Boston, MA
Holdings as of
9/30/2026
Date filed
11/3/2026
Form type
13F-HR
Num holdings
121
Total value ($000)
$763,812
Net value change ($000)
+21,838 (2.9%)
New positions
3
Sold out positions
1
Turnover %
0.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/6/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ILMN 9,575 43.1%
IQV 6,527 38.9%
NEM 5,616 16.1%
ACN 3,448 49.2%
BP 3,180 18.7%
ADP 3,015 15.6%
MSFT 2,509 41.1%
MDT 1,910 11.0%
MRK 1,909 6.1%
CPAY 1,855 16.6%
Top Reduces (Value $000, Stocks/ETFs)
IBM -4,828 -22.5%
Q -3,618 -24.4%
CTVA -2,148 -8.0%
UPS -2,083 -12.9%
WMB -2,071 -9.9%
WY -1,925 -15.3%
NVS -1,764 -10.1%
CB -1,418 -5.6%
NTRS -1,133 -4.9%
TXN -1,101 -8.2%
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.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type