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 |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | GPC | GENUINE PARTS CO COM | Consumer Cyclical | 6,800.0 | $942K | 0.13% | NEW | — | $138.60 | -11.9% |
| 82 | ES | EVERSOURCE ENERGY | Utilities | 13,145.0 | $935K | 0.13% | NEW | — | $71.14 | +4.9% |
| 83 | MCD | MCDONALD'S | Consumer Cyclical | 3,034.0 | $922K | 0.13% | NEW | — | $303.89 | -11.5% |
| 84 | VZ | VERIZON | Communication Services | 19,809.0 | $871K | 0.12% | NEW | — | $43.95 | -3.4% |
| 85 | USB | US BANCORP | Financial Services | 16,450.0 | $795K | 0.11% | NEW | — | $48.33 | +28.6% |
| 86 | KMB | KIMBERLY-CLARK CORP COM | Consumer Defensive | 6,335.0 | $788K | 0.11% | NEW | — | $124.34 | -14.1% |
| 87 | UNH | UNITEDHEALTH GROUP INC COM | Healthcare | 2,215.0 | $765K | 0.11% | NEW | — | $345.30 | +23.1% |
| 88 | CI | THE CIGNA GROUP COM | Healthcare | 2,642.0 | $762K | 0.11% | NEW | — | $288.25 | +5.2% |
| 89 | AMZN | AMAZON | Consumer Cyclical | 3,433.0 | $754K | 0.11% | NEW | — | $219.57 | +12.7% |
| 90 | ITW | ILLINOIS TOOL WORKS | Industrials | 2,602.0 | $678K | 0.10% | NEW | — | $260.76 | +4.4% |
| 91 | ORCL | ORACLE | Technology | 2,300.0 | $647K | 0.09% | NEW | — | $281.24 | -54.5% |
| 92 | DOV | DOVER CORP COM | Industrials | 3,850.0 | $642K | 0.09% | NEW | — | $166.83 | +28.4% |
| 93 | DUK | DUKE ENERGY | Utilities | 5,169.0 | $640K | 0.09% | NEW | — | $123.75 | +2.1% |
| 94 | PNC | PNC FINL SVCS GROUP INC COM | Financial Services | 3,040.0 | $611K | 0.09% | NEW | — | $200.93 | +25.4% |
| 95 | HON | HONEYWELL INTERNATIONAL | Industrials | 2,840.0 | $598K | 0.09% | NEW | — | $210.50 | +5.8% |
| 96 | T | AT&T | Communication Services | 20,175.0 | $570K | 0.08% | NEW | — | $28.24 | -24.6% |
| 97 | MA | MASTERCARD INCORPORATED CL A | Financial Services | 975.0 | $555K | 0.08% | NEW | — | $568.81 | -5.4% |
| 98 | MCO | MOODYS CORP COM | Financial Services | 1,100.0 | $524K | 0.07% | NEW | — | $476.48 | +3.8% |
| 99 | SO | SOUTHERN | Utilities | 5,100.0 | $483K | 0.07% | NEW | — | $94.77 | +1.3% |
| 100 | SHW | SHERWIN WILLIAMS | Basic Materials | 1,325.0 | $459K | 0.07% | NEW | — | $346.26 | -5.1% |
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%