WILKINS INVESTMENT COUNSEL INC

RIA/Wealth

WILKINS INVESTMENT COUNSEL INC is a RIA/Wealth based in Boston, MA led by John Parker Wilkins, reporting $1.1B in AUM as of Q3 2025 with NEM as the largest holding (7% allocation).

ChairmanJohn Parker Wilkins

Portfolio Value: $706.1M
Positions: 122
Top Holding: NEM at 6.52%
Last Reported: Q3 2025

Address160 Federal St., 22nd Floor, Boston, MA, 02110, United States

Top Holdings

Largest long holdings in WILKINS INVESTMENT COUNSEL INC's portfolio (34.9% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Newmont NEM	Gold Basic Materials	$46.0M	6.52%	-$3.5M Sold	0.05% 545.6K shares	≤ Q2 2013 Held for 12y 5m+
2 International Business Machines IBM	Information Technology Services Technology	$23.9M	3.39%	-$1.6M Sold	0.01% 84.7K shares	≤ Q2 2013 Held for 12y 5m+
3 3M MMM	Conglomerates Industrials	$23.4M	3.31%	-$111.4K Sold	0.03% 150.7K shares	≤ Q2 2013 Held for 12y 5m+
4 Automatic Data Processing, Inc. ADP	Staffing & Employment Services Industrials	$22.5M	3.18%	-$686.8K Sold	0.02% 76.5K shares	≤ Q2 2013 Held for 12y 5m+
5 Williams Companies WMB	Oil & Gas Midstream Energy	$22.4M	3.17%	-$509.0K Sold	0.03% 353.7K shares	Q4 2017 Held for 7y 11m
6 Merck & Co. MRK	Drug Manufacturers - General Healthcare	$22.4M	3.17%	+$262.8K Bought	0.01% 266.7K shares	≤ Q2 2013 Held for 12y 5m+
7 Chubb CB	Insurance - Property & Casualty Financial Services	$21.9M	3.10%	-$1.0M Sold	0.02% 77.5K shares	Q4 2015 Held for 9y 11m
8 Corteva CTVA	Agricultural Inputs Basic Materials	$21.7M	3.08%	-$1.3M Sold	0.05% 321.5K shares	Q2 2019 Held for 6y 5m
9 Procter & Gamble PG	Household & Personal Products Consumer Defensive	$21.3M	3.02%	-$334.2K Sold	0.01% 138.7K shares	≤ Q2 2013 Held for 12y 5m+
10 Johnson & Johnson JNJ	Drug Manufacturers - General Healthcare	$20.9M	2.97%	-$1.6M Sold	0.00% 112.9K shares	≤ Q2 2013 Held for 12y 5m+

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in WILKINS INVESTMENT COUNSEL INC's latest filing

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Market Value

$706.1M

Prior: $706.7M

Q/Q Change

-0.094%

-$663.5K

Net Flows % of MV

-2.72%

Turnover Ratio

3.05%

New Purchases

1 stocks

$203.3K

Added To

16 stocks

+$11.4M

Sold Out Of

2 stocks

$1.7M

Reduced Holdings

58 stocks

-$29.0M

Increased Positions

Position	Shares Δ	Change
1 iShares Semiconductor SOXX	New	0 → 750.0 +$203.3K
2 Copart CPRT	+516.99%	13.8K → 84.9K +$3.2M
3 Fiserv FI	+62.37%	48.5K → 78.7K +$3.9M
4 Corpay CPAY	+12.84%	31.9K → 36.0K +$1.2M
5 Bio-Techne TECH	+10.4%	86.6K → 95.6K +$501.2K

Decreased Positions

Position	Shares Δ	Change
1 Ansys ANSS	Sold	4.3K → 0 −$1.5M
2 Paychex PAYX	Sold	1.6K → 0 −$227.6K
3 Fastenal FAST	-38.27%	315.7K → 194.9K −$5.9M
4 Trimble Inc. TRMB	-24.12%	35.5K → 26.9K −$698.1K
5 UnitedHealth Group UNH	-22.55%	2.9K → 2.2K −$222.7K