13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001276853
Total reported value
$742.0M
$742.0M
128 檔
16.1%
At the close of Q4 2024, Wilkins Investment Counsel Inc disclosed equity holdings valued at approximately $742.0M, spread across 128 reported holdings.
During Q4 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 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 3.71% | -0.15% | -1.14% | |
| 2 | ADP | Automatic Data Processing | Stock-Tech | 3.58% | +0.10% | +0.13% | |
| 3 | MRK | Merck & Co. Inc. | Stock-Healthcare | 3.50% | -0.02% | +0.34% | |
| 4 | CB | Chubb Limited | Stock-Financials | 3.28% | -0.07% | -1.04% | |
| 5 | NEM | Newmont CORP | Stock-Materials | 3.24% | -1.17% | -0.85% | |
| 6 | IBM | Intl Business Machines CORP | Stock-Tech | 3.15% | +0.23% | -1.55% | |
| 7 | CTVA | Corteva Inc | Stock-Materials | 2.99% | -0.22% | -0.65% | |
| 8 | WMB | Williams Cos Inc | Stock-Energy | 2.98% | -0.20% | -10.10% | |
| 9 | MMM | 3m Co | Stock-Industrials | 2.79% | +0.13% | -0.53% | |
| 10 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.63% | -0.06% | -2.14% | |
| 11 | FTNT | Fortinet Inc | Stock-Tech | 2.44% | +0.59% | -1.80% | |
| 12 | EMR | Emerson Electric Co | Stock-Industrials | 2.43% | +0.04% | +0.04% | |
| 13 | IFF | Intl Flavors & Fragrances | Stock-Materials | 2.39% | +0.05% | +0.22% | |
| 14 | NVS | Novartis Ag-sponsored Adr | Stock-Healthcare | 2.35% | -0.12% | -11.31% | |
| 15 | MDT | Medtronic plc | Stock-Healthcare | 2.34% | -0.15% | +0.33% | |
| 16 | BP | Bp Plc-spons Adr | Stock-Energy | 2.32% | -0.83% | -1.79% | |
| 17 | FFIV | F5 Inc | Stock-Tech | 2.31% | +0.16% | -2.84% | |
| 18 | NTRS | Northern Trust CORP | Stock-Financials | 2.31% | +0.31% | -0.18% | |
| 19 | UPS | United Parcel Service-cl B | Stock-Industrials | 2.25% | +0.05% | +6.07% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.08% | -0.45% | +6.66% | |
| 21 | SYY | Sysco CORP | Stock-Consumer Staples | 2.04% | +0.10% | +0.02% | |
| 22 | ILMN | Illumina Inc | Stock-Healthcare | 1.96% | +0.67% | +0.15% | |
| 23 | 6D8 | Dupont De Nemours Inc | Stock-Other | 1.87% | -1.14% | EXIT | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.82% | -0.02% | -0.22% | |
| 25 | SLB | Slb LTD | Stock-Energy | 1.78% | -0.32% | +4.62% | |
| 26 | FAST | Fastenal Co | Stock-Industrials | 1.72% | -0.08% | -6.73% | |
| 27 | WY | Weyerhaeuser Co | Stock-Real Estate | 1.60% | -0.15% | -0.41% | |
| 28 | IQV | Iqvia Holdings Inc | Stock-Healthcare | 1.55% | +0.26% | +630.22% | |
| 29 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 1.41% | — | -0.42% | |
| 30 | FISV | Fiserv Inc | Stock-Other | 1.40% | +0.10% | -5.35% | |
| 31 | TXN | Texas Instruments Inc | Stock-Tech | 1.39% | +0.45% | -3.02% | |
| 32 | CPAY | Corpay Inc | Stock-Tech | 1.34% | +0.10% | +3.82% | |
| 33 | MSFT | Microsoft CORP | Stock-Tech | 1.20% | -0.07% | -5.46% | |
| 34 | IT | Gartner Inc | Stock-Tech | 1.10% | — | -0.73% | |
| 35 | ACN | Accenture plc | Stock-Tech | 1.04% | +0.48% | +0.60% | |
| 36 | PFE | Pfizer Inc | Stock-Healthcare | 0.99% | -0.16% | -1.99% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.96% | -0.12% | -1.19% | |
| 38 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.94% | -0.05% | +11.00% | |
| 39 | AAPL | Apple Inc | Stock-Tech | 0.93% | +0.08% | +5.31% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.92% | -1.25% | EXIT | |
| 41 | TRMB | Trimble Inc | Stock-Tech | 0.85% | -0.07% | -14.26% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | +0.03% | -6.35% | |
| 43 | INTC | Intel CORP | Stock-Tech | 0.75% | — | -44.62% | |
| 44 | HSY | Hershey Co/the | Stock-Consumer Staples | 0.72% | -0.17% | -0.42% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.71% | +0.03% | +2.51% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.65% | +0.24% | -2.38% | |
| 47 | GIS | General Mills Inc | Stock-Consumer Staples | 0.53% | -0.05% | -1.05% | |
| 48 | AZPN1USD | Aspen Technology Inc | Stock-Other | 0.42% | — | — | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.41% | -0.05% | -8.60% | |
| 50 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.41% | +0.07% | +19.84% |
According to official SEC Form 13F filings, Wilkins Investment Counsel Inc reported a total U.S. public equity portfolio value of $742.0M across 128 disclosed positions in Q4 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 PG, ADP, MRK) accounted for 16.1% of total reported equity market value during Q4 2024.
During Q4 2024, Wilkins Investment Counsel Inc's top holdings by market value included PG (3.7%)、ADP (3.6%)、MRK (3.5%). The largest single position, PG, represented 3.7% of total portfolio value.
In Q4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.