🎉 Founding Member Beta — Join our Discord and get 3 months of Pro free. Learn more →

Wilkins Investment Counsel INC 13F Filings, Portfolio & Analysis

CIK: 0001276853
Boston 160 Federal St 22Nd Flr
Zip Code: 02110
Latest Portfolio Value
$698.18 M
+1.79%
Total Holdings
119
-1
Latest Report Date
Q1 2026
Top 10 Concentration
35.76%

Wilkins Investment Counsel INC — Portfolio Overview & Company Profile

Wilkins Investment Counsel INC (CIK: 0001276853) is a financial institution headquartered at 160 Federal St, 22Nd Flr, Boston, Massachusetts 02110. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $698.18 M, comprising 119 distinct securities. Over its filing history, it has submitted 52 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 35.8%. Quarterly turnover: 3.2%. ▲ 3 new, +29 added, −40 reduced, ×3 exited.

Portfolio Summary (Q1 2026)

Top Buys

Q1 2026

Top Sells

Q1 2026

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)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
378,630 $40.99 M 5.87% ▼ 78,325 Reduce -17.1%
246,748 $29.68 M 4.25% ▼ 3,608 Reduce -1.4%
318,391 $26.65 M 3.82% ▲ 2,099 Add 0.7%
74,729 $24.36 M 3.49% ▼ 738 Reduce -1.0%
463,342 $21.78 M 3.12% ▼ 33,950 Reduce -6.8%
289,330 $21.06 M 3.02% ▼ 22,110 Reduce -7.1%
141,679 $20.58 M 2.95% ▼ 67 Reduce -0.1%
137,632 $19.88 M 2.85% ▲ 965 Add 0.7%
139,073 $19.41 M 2.78% ▼ 1,378 Reduce -1.0%
76,773 $18.61 M 2.67% ▼ 162 Reduce -0.2%

Historical Portfolio Charts