Portfolio (Quarterly) Guide ↗

WILKINS INVESTMENT COUNSEL INC

· CIK 0001276853

13F Portfolio $686M AUM 120 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 3 New 12 Added 56 Reduced 5 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	IBOTTA INC CLASS A COM SHS	—	66,027	$1.8M	0.26%	SOLD
2	—	KELLANOVA COM	—	15,725	$1.3M	0.18%	SOLD
3	FDX	FEDEX CORP COM	Industrials	4,220	$995K	0.14%	SOLD
4	USB	US BANCORP	Financial Services	16,450	$795K	0.11%	SOLD
5	LMT	LOCKHEED MARTIN CORP COM	Industrials	409	$204K	0.03%	SOLD

Sector Allocation

Healthcare 18.9%

Industrials 16.6%

Basic Materials 14.1%

Technology 13.1%

Consumer Defensive 11.9%

Financial Services 10.2%

Energy 9.3%

Real Estate 3.0%

Communication Services 1.6%

Utilities 0.8%