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CIK: 0001276853
Total reported value
$742.0M
$742.0M
127 檔
16.7%
At the close of Q1 2024, Wilkins Investment Counsel Inc disclosed equity holdings valued at approximately $742.0M, spread across 127 reported holdings.
During Q1 2024, Wilkins Investment Counsel Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MRK | Merck & Co. Inc. | Stock-Healthcare | 4.73% | -0.02% | +44.26% | |
| 2 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.74% | -0.15% | +60.64% | |
| 3 | INTC | Intel CORP | Stock-Tech | 3.37% | — | +48.23% | |
| 4 | NEM | Newmont CORP | Stock-Materials | 3.13% | -1.17% | +57.44% | |
| 5 | CB | Chubb Limited | Stock-Financials | 3.12% | -0.07% | +39.74% | |
| 6 | ADP | Automatic Data Processing | Stock-Tech | 3.07% | +0.10% | +40.93% | |
| 7 | CTVA | Corteva Inc | Stock-Materials | 3.05% | -0.22% | +38.21% | |
| 8 | BP | Bp Plc-spons Adr | Stock-Energy | 2.93% | -0.83% | +41.89% | |
| 9 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.80% | -0.06% | +47.88% | |
| 10 | IBM | Intl Business Machines CORP | Stock-Tech | 2.79% | +0.23% | +56.33% | |
| 11 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.65% | -0.12% | +44.29% | |
| 12 | FFIV | F5 Inc | Stock-Tech | 2.63% | +0.16% | +46.21% | |
| 13 | MDT | Medtronic plc | Stock-Healthcare | 2.49% | -0.15% | +48.75% | |
| 14 | IFF | Intl Flavors & Fragrances | Stock-Materials | 2.43% | +0.05% | +32.64% | |
| 15 | WMB | Williams Cos Inc | Stock-Energy | 2.43% | -0.20% | +42.27% | |
| 16 | MMM | 3m Co | Stock-Industrials | 2.37% | +0.13% | +65.85% | |
| 17 | EMR | Emerson Electric Co | Stock-Industrials | 2.22% | +0.04% | +53.31% | |
| 18 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.21% | -0.45% | +45.84% | |
| 19 | SYY | Sysco CORP | Stock-Consumer Staples | 2.16% | +0.10% | +59.41% | |
| 20 | FAST | Fastenal Co | Stock-Industrials | 2.01% | -0.08% | +16.02% | |
| 21 | NTRS | Northern Trust CORP | Stock-Financials | 2.00% | +0.31% | +42.87% | |
| 22 | SLB | Slb LTD | Stock-Energy | 1.98% | -0.32% | +51.56% | |
| 23 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.93% | -0.15% | +7.89% | |
| 24 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.91% | -1.14% | EXIT | |
| 25 | UPS | United Parcel Service-cl B | Stock-Industrials | 1.86% | +0.05% | +41.56% | |
| 26 | FTNT | Fortinet Inc | Stock-Tech | 1.80% | +0.59% | +16.80% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.68% | -0.02% | +1270.50% | |
| 28 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.41% | — | +45.59% | |
| 29 | TXN | Texas Instruments Inc | Stock-Tech | 1.35% | +0.45% | +21.44% | |
| 30 | ILMN | Illumina Inc | Stock-Healthcare | 1.33% | +0.67% | +84.01% | |
| 31 | MSFT | Microsoft CORP | Stock-Tech | 1.26% | -0.07% | +309.75% | |
| 32 | IT | Gartner Inc | Stock-Tech | 1.20% | — | +5.37% | |
| 33 | FISV | Fiserv Inc | Stock-Other | 1.19% | +0.10% | +6.19% | |
| 34 | AMT | American Tower CORP | Stock-Real Estate | 1.06% | -0.12% | +19.11% | |
| 35 | PFE | Pfizer Inc | Stock-Healthcare | 1.04% | -0.16% | +149.17% | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 1.03% | -1.25% | EXIT | |
| 37 | ACN | Accenture plc | Stock-Tech | 1.03% | +0.48% | +19.46% | |
| 38 | CHRW | C.h. Robinson Worldwide Inc | Stock-Industrials | 1.01% | — | +69.59% | |
| 39 | TRMB | Trimble Inc | Stock-Tech | 0.90% | -0.07% | +21.53% | |
| 40 | CPAY | Corpay Inc | Stock-Tech | 0.86% | +0.10% | — | |
| 41 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.85% | -0.17% | +15.36% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.72% | +0.03% | +379.34% | |
| 43 | UNP | Union Pacific CORP | Stock-Industrials | 0.70% | +0.03% | +18.74% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.60% | +0.08% | +36.35% | |
| 45 | GIS | General Mills Inc | Stock-Consumer Staples | 0.58% | -0.05% | +43.18% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.55% | +0.24% | +327.91% | |
| 47 | ABT | Abbott Laboratories | Stock-Healthcare | 0.48% | -0.05% | — | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.45% | +0.06% | — | |
| 49 | COP | Conocophillips | Stock-Energy | 0.42% | -0.09% | +299.68% | |
| 50 | PSX | Phillips 66 | Stock-Energy | 0.41% | -0.05% | +317.53% |
According to official SEC Form 13F filings, Wilkins Investment Counsel Inc reported a total U.S. public equity portfolio value of $742.0M across 127 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MRK, PG, INTC) accounted for 16.7% of total reported equity market value during Q1 2024.
During Q1 2024, Wilkins Investment Counsel Inc's top holdings by market value included MRK (4.7%)、PG (3.7%)、INTC (3.4%). The largest single position, MRK, represented 4.7% of total portfolio value.
In Q1 2024, Wilkins Investment Counsel Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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