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Wilkins Investment Counsel - Q1 2026 13F Filings

WI

Wilkins Investment Counsel INC

CIK: 0001276853
Address: Massachusetts Boston 160 Federal St 22Nd Flr
$698.18 M
Portfolio Value
119
Assets Held
Reporting Period: Q1 2026
Filing Status:
Active
Last Updated: 05/07/2026

Portfolio Summary (Q1 2026)

View Full Portfolio Analysis

Top Buys

Q1 2026
1. FI Fiserv
+$3.99 M
2. TECH Bio-Techne Corporation
+$3.7 M
3. CPRT Copart
+$2.95 M
4. IQV Iqvia Holdings
+$2.32 M
5. AMT American Tower Corporation
+$1.72 M

Top Sells

Q1 2026
1. NEM Newmont Corporation
−$8.48 M
2. JNJ Johnson & Johnson
−$7.79 M
3. FFIV F5
−$3.85 M
4. SYY Sysco Corporation
−$3.53 M
5. WMB The Williams Companies
−$1.61 M

Asset Allocation

Stocks/ETFs
+1.99%
$679.52 M 97.33%
Options
$0 0.00%
Debt
$0 0.00%
Other
-5.03%
$18.66 M 2.67%

Sector Allocation (Stocks)

Wilkins Investment Counsel Q1 2026 Filing Summary

Wilkins Investment Counsel INC filed its 13F report for Q1 2026 on May 07, 2026. The portfolio totaled 698.18 M reflecting a +1.79% change from the prior quarter, spanning 119 assets. The top 10 holdings comprised 35.8% of the portfolio, with Financials as the largest sector allocation. Quarterly activity included 3 new positions and 3 complete exits.

Report Type

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Data Summary

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Issuer Name Class Value Shares Option Type

FAQs for Wilkins Investment Counsel’s Q1 2026 Filing

Wilkins Investment Counsel submitted their Form 13F-HR for the Q1 2026 period on 05/07/2026. This was the only submission for the quarter.

In the Q1 2026 filing, Wilkins Investment Counsel reported a managed portfolio value of 698.18 M, consisting of 119 individual positions.

This page displays the raw filing documents. To see which stocks Wilkins Investment Counsel bought or sold during Q1 2026, please visit Wilkins Investment Counsel's Portfolio Analysis page.