Portfolio (Quarterly)
Guide ↗
WILKINS INVESTMENT COUNSEL INC
· CIK 0001276853| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 21 | SYY | SYSCO | Consumer Defensive | 182,977.0 | $13.5M | 1.97% | -1K | -0.6% | $73.69 | +2.4% |
| 22 | — | FORTINET | — | 152,044.0 | $12.1M | 1.76% | -4K | -2.7% | $79.41 | — |
| 23 | WY | WEYERHAEUSER | Real Estate | 506,030.0 | $12.0M | 1.75% | +62K | +13.8% | $23.69 | -1.9% |
| 24 | SLB | SLB | Energy | 287,584.0 | $11.0M | 1.61% | -30K | -9.5% | $38.38 | +49.2% |
| 25 | — | CORPAY INC | — | 34,001.0 | $10.2M | 1.49% | -2K | -5.4% | $300.93 | — |
| 26 | — | BERKSHIRE HATHAWAY CL B | — | 18,334.0 | $9.2M | 1.34% | -9K | -33.2% | $502.65 | — |
| 27 | CL | COLGATE-PALMOLIVE | Consumer Defensive | 111,909.0 | $8.8M | 1.29% | +3K | +2.4% | $79.02 | +14.5% |
| 28 | TXN | TEXAS INSTRUMENTS | Technology | 49,186.0 | $8.5M | 1.24% | -1K | -2.0% | $173.49 | +75.7% |
| 29 | FISV | FISERV | Technology | 117,157.0 | $7.9M | 1.15% | +38K | +48.9% | $67.17 | -16.9% |
| 30 | Q | QNITY ELECTRONICS | Technology | 93,463.0 | $7.6M | 1.11% | NEW | — | $81.65 | +87.4% |
| 31 | MSFT | MICROSOFT | Technology | 15,642.0 | $7.6M | 1.10% | -5K | -23.1% | $483.62 | -13.3% |
| 32 | CPRT | COPART | Industrials | 191,295.0 | $7.5M | 1.09% | +106K | +125.3% | $39.15 | -12.1% |
| 33 | AMT | AMERICAN TOWER | Real Estate | 40,480.0 | $7.1M | 1.04% | +4K | +11.7% | $175.57 | +4.7% |
| 34 | DD | DUPONT | Basic Materials | 172,871.0 | $6.9M | 1.01% | +7K | +4.3% | $40.20 | +17.3% |
| 35 | FAST | FASTENAL | Industrials | 166,855.0 | $6.7M | 0.98% | -28K | -14.4% | $40.13 | +8.5% |
| 36 | FFIV | F5 NETWORKS | Technology | 26,020.0 | $6.6M | 0.97% | -4K | -14.6% | $255.26 | +50.3% |
| 37 | DIS | WALT DISNEY | Communication Services | 56,215.0 | $6.4M | 0.93% | -2K | -2.9% | $113.77 | -9.0% |
| 38 | XOM | EXXON MOBIL | Energy | 51,320.0 | $6.2M | 0.90% | — | — | $120.34 | +29.9% |
| 39 | AAPL | APPLE | Technology | 22,618.0 | $6.1M | 0.90% | -300.0 | -1.3% | $271.86 | +12.2% |
| 40 | JPM | J.P. MORGAN CHASE | Financial Services | 18,939.0 | $6.1M | 0.89% | -360.0 | -1.9% | $322.22 | -6.0% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
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%