Portfolio (Quarterly)
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WILKINS INVESTMENT COUNSEL INC
· CIK 0001276853| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | CLX | CLOROX | Consumer Defensive | 15,704.0 | $1.9M | 0.27% | NEW | — | $123.30 | -22.8% |
| 62 | DE | DEERE & CO COM | Industrials | 4,095.0 | $1.9M | 0.27% | NEW | — | $457.26 | +16.2% |
| 63 | — | IBOTTA INC CLASS A COM SHS | — | 66,027.0 | $1.8M | 0.26% | NEW | — | $27.85 | — |
| 64 | CAT | CATERPILLAR | Industrials | 3,851.0 | $1.8M | 0.26% | NEW | — | $477.15 | +81.5% |
| 65 | MS | MORGAN STANLEY COM NEW | Financial Services | 11,299.0 | $1.8M | 0.25% | NEW | — | $158.96 | +26.1% |
| 66 | HD | HOME DEPOT | Consumer Cyclical | 4,295.0 | $1.7M | 0.25% | NEW | — | $405.19 | -22.6% |
| 67 | GE | GENERAL ELECTRIC | Industrials | 5,776.0 | $1.7M | 0.25% | NEW | — | $300.82 | +0.3% |
| 68 | WMT | WAL-MART STORES | Consumer Defensive | 16,856.0 | $1.7M | 0.25% | NEW | — | $103.06 | +27.0% |
| 69 | STT | STATE STREET | Financial Services | 14,950.0 | $1.7M | 0.25% | NEW | — | $116.01 | +32.8% |
| 70 | NSC | NORFOLK SOUTHERN | Industrials | 5,562.0 | $1.7M | 0.24% | NEW | — | $300.41 | +3.7% |
| 71 | CMCSA | COMCAST CORP | Communication Services | 49,176.0 | $1.5M | 0.22% | NEW | — | $31.42 | -20.2% |
| 72 | ADSK | AUTODESK | Technology | 4,335.0 | $1.4M | 0.20% | NEW | — | $317.67 | -24.4% |
| 73 | RTX | RAYTHEON TECHNOLOGIES | Industrials | 7,925.0 | $1.3M | 0.19% | NEW | — | $167.33 | +4.5% |
| 74 | — | KELLANOVA COM | — | 15,725.0 | $1.3M | 0.18% | NEW | — | $82.02 | — |
| 75 | CSX | CSX CORP COM | Industrials | 34,600.0 | $1.2M | 0.17% | NEW | — | $35.51 | +29.3% |
| 76 | ETN | EATON CORP PLC SHS | Industrials | 3,231.0 | $1.2M | 0.17% | NEW | — | $374.25 | +1.9% |
| 77 | GOOG | ALPHABET CL C | Communication Services | 4,523.0 | $1.1M | 0.16% | NEW | — | $243.55 | +57.5% |
| 78 | NVDA | NVIDIA CORPORATION COM | Technology | 5,845.0 | $1.1M | 0.15% | NEW | — | $186.58 | +17.6% |
| 79 | SPY | SPDR S&P 500 ETF TRUST | Financial Services | 1,499.0 | $999K | 0.14% | NEW | — | $666.18 | +11.5% |
| 80 | FDX | FEDEX CORP COM | Industrials | 4,220.0 | $995K | 0.14% | NEW | — | $235.81 | +64.9% |
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
17.7%
Industrials
16.8%
Basic Materials
14.7%
Technology
13.5%
Consumer Defensive
12.0%
Energy
9.8%
Financial Services
9.7%
Real Estate
2.8%
Communication Services
1.6%
Consumer Cyclical
0.7%