CIK: 1276853
WILKINS INVESTMENT COUNSEL INC
Address: 160 FEDERAL ST, 22ND FLR, BOSTON, MA 02110
α Alpha 0.7000↭ Flow 0.1700Pure Active
125holdings (Q4 2025)
$0.69B13F reported value
+3 NEW+38 INCREASED-56 DECREASED-5 EXITED23 UNCHANGED
Total (Q4 25): $685,923,076
Top Holdings by Value
Position Changes (Q4 vs Q3)
Top 15 Positions ($)
Historical AUM (13F Reported)
$0.69B+$0.69B QoQPortfolio Value History (13F Reported)
Quarterly 13F portfolio value. QoQ change reflects value of disclosed long equity positions (new buys, sells, and price movements combined).
| Quarter | Portfolio Value | QoQ Change | QoQ % |
|---|---|---|---|
| Q4 25 | $0.69B | $-0.02B | -2.9% |
| Q3 25 | $0.71B | $0.00B | -0.1% |
| Q2 25 | $0.71B | +$0.01B | +1.2% |
| Q1 25 | $0.70B | +$0.01B | +0.9% |
| Q4 24 | $0.69B | $-0.03B | -4.4% |
| Q3 24 | $0.72B | +$0.05B | +7.8% |
| Q2 24 | $0.67B | $-0.01B | -2.1% |
| Q1 24 | $0.68B | +$0.27B | +67.1% |
| Q4 23 | $0.41B | +$0.04B | +10.9% |
| Q3 23 | $0.37B | $-0.01B | -3.4% |
| Q2 23 | $0.38B | +$0.04B | +12.0% |
| Q3 22 | $0.34B | — | — |
QoQ = (quarter 13F value − prior quarter value) ÷ prior quarter value. Includes position changes, new buys, and exits. Not investment advice.
Information for Viewing 13F Reports:
- Name: The name of the company.
- CUSIP: A unique 9-character alphanumeric code that identifies a specific stock or security in the U.S.
- Class: The investment company's series name. A registered investment company may have multiple series, each with a separate securities portfolio.
- Value: The monetary value of the holdings in USD.
- Shares: The number of shares held.
- Share Price: The price of shares at the time of filing.
- Investment: The type of investment.
- % of Portfolio: The percentage that this position represents in the total portfolio.
| Quarter | Period of Report | Holdings | Value | Type | Filling Date | Filling ID |
|---|---|---|---|---|---|---|
| Q4 25 | 31-Dec-2025 | 120 | $685,923,076 | 13F-HR | 2-Feb-2026 | 0001276853-26-000002 |
| Q3 25 | 30-Sep-2025 | 122 | $706,080,514 | 13F-HR | 30-Oct-2025 | 0001276853-25-000013 |
| Q2 25 | 30-Jun-2025 | 120 | $706,743,982 | 13F-HR | 7-Aug-2025 | 0001276853-25-000008 |
| Q1 25 | 31-Mar-2025 | 125 | $698,092,006 | 13F-HR | 6-May-2025 | 0001276853-25-000004 |
| Q4 24 | 31-Dec-2024 | 128 | $691,646,483 | 13F-HR | 11-Feb-2025 | 0001276853-25-000002 |
| Q3 24 | 30-Sep-2024 | 124 | $723,259,646 | 13F-HR | 12-Nov-2024 | 0001276853-24-000010 |
| Q2 24 | 30-Jun-2024 | 126 | $670,619,046 | 13F-HR | 8-Aug-2024 | 0001276853-24-000006 |
| Q1 24 | 31-Mar-2024 | 127 | $684,940,617 | 13F-HR | 9-May-2024 | 0001276853-24-000004 |
| Q4 23 | 31-Dec-2023 | 79 | $409,941,604 | 13F-HR | 12-Feb-2024 | 0001276853-24-000002 |
| Q3 23 | 30-Sep-2023 | 73 | $369,730,291 | 13F-HR | 9-Nov-2023 | 0001276853-23-000009 |
| Q2 23 | 30-Jun-2023 | 73 | $382,746,000 | 13F-HR | 7-Aug-2023 | 0001276853-23-000007 |
| Q1 23 | 31-Mar-2023 | 74 | $380,603 | 13F-HR | 8-May-2023 | 0001276853-23-000005 |
| Q4 22 | 31-Dec-2022 | 76 | $380,120 | 13F-HR | 7-Feb-2023 | 0001276853-23-000003 |
| Q3 22 | 30-Sep-2022 | 74 | $341,753,000 | 13F-HR | 8-Nov-2022 | 0001276853-22-000012 |
| Q2 22 | 30-Jun-2022 | 76 | $376,592,000 | 13F-HR | 8-Aug-2022 | 0001276853-22-000008 |
| Q1 22 | 31-Mar-2022 | 79 | $443,688,000 | 13F-HR | 10-May-2022 | 0001276853-22-000005 |
| Q4 21 | 31-Dec-2021 | 81 | $452,994,000 | 13F-HR | 10-Feb-2022 | 0001276853-22-000003 |
| Q3 21 | 30-Sep-2021 | 77 | $409,234,000 | 13F-HR | 9-Nov-2021 | 0001276853-21-000007 |
| Q2 21 | 30-Jun-2021 | 77 | $406,629,000 | 13F-HR | 30-Jul-2021 | 0001276853-21-000006 |
| Q1 21 | 31-Mar-2021 | 73 | $386,113,000 | 13F-HR | 10-May-2021 | 0001276853-21-000004 |
| Q4 20 | 31-Dec-2020 | 73 | $361,272,000 | 13F-HR | 9-Feb-2021 | 0001276853-21-000002 |
| Q3 20 | 30-Sep-2020 | 74 | $335,389,000 | 13F-HR | 10-Nov-2020 | 0001276853-20-000008 |
| Q2 20 | 30-Jun-2020 | 70 | $315,922,000 | 13F-HR | 10-Aug-2020 | 0001276853-20-000006 |
| Q1 20 | 31-Mar-2020 | 70 | $273,993,000 | 13F-HR | 11-May-2020 | 0001276853-20-000004 |
| Q4 19 | 31-Dec-2019 | 74 | $352,203,000 | 13F-HR | 10-Feb-2020 | 0001276853-20-000002 |
| Q3 19 | 30-Sep-2019 | 74 | $332,788,000 | 13F-HR | 8-Nov-2019 | 0001276853-19-000008 |
| Q2 19 | 30-Jun-2019 | 74 | $333,306,000 | 13F-HR | 9-Aug-2019 | 0001276853-19-000006 |
| Q1 19 | 31-Mar-2019 | 73 | $331,091,000 | 13F-HR | 10-May-2019 | 0001276853-19-000004 |
| Q4 18 | 31-Dec-2018 | 73 | $301,877,000 | 13F-HR | 11-Feb-2019 | 0001276853-19-000002 |
| Q3 18 | 30-Sep-2018 | 75 | $334,094,000 | 13F-HR | 9-Nov-2018 | 0001276853-18-000009 |
| Q2 18 | 30-Jun-2018 | 74 | $317,702,000 | 13F-HR | 9-Aug-2018 | 0001276853-18-000007 |
| Q1 18 | 31-Mar-2018 | 75 | $316,180,000 | 13F-HR | 9-May-2018 | 0001276853-18-000004 |
| Q4 17 | 31-Dec-2017 | 75 | $335,017,000 | 13F-HR | 9-Feb-2018 | 0001276853-18-000002 |
| Q1 17 | 31-Mar-2017 | 75 | $312,058 | 13F-HR | 10-May-2017 | 0001276853-17-000004 |
| Q4 16 | 31-Dec-2016 | 77 | $313,668 | 13F-HR | 10-Feb-2017 | 0001276853-17-000002 |
| Q3 16 | 30-Sep-2016 | 75 | $298,000 | 13F-HR | 10-Nov-2016 | 0001276853-16-000015 |
| Q2 16 | 30-Jun-2016 | 75 | $295,375 | 13F-HR | 10-Aug-2016 | 0001276853-16-000013 |
| Q1 16 | 31-Mar-2016 | 74 | $272,702 | 13F-HR | 10-May-2016 | 0001276853-16-000011 |
| Q4 15 | 31-Dec-2015 | 76 | $266,239 | 13F-HR | 10-Feb-2016 | 0001276853-16-000009 |