WILKINS INVESTMENT COUNSEL INC

PrivateCIK: 1276853

Location

BOSTON, MA

119

Positions

$698.18M

Total AUM (reported)

7.11M

Total Shares

Allocation by class

STOCK$634.89M90.9%

ADR$38.99M5.6%

REIT$21.59M3.1%

ETF$2.72M0.4%

Portfolio Concentration

Top 3$97.32M13.9%

4–10$145.67M20.9%

11–25$223.63M32.0%

Rest$231.57M33.2%

Top 3 weight

13.9%

Top 10 weight

34.8%

Voting Authority Distribution

Total shares with voting rights: 7.11M

Sole

Full voting authority

0.00

% of voting shares0.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.11M

% of voting shares100.0%

Investment Discretion (by position count)

Sole119

Shared0

Other0

Dominant voting typeNone · 100.0% of voting shares

Institutional Holdings119

Rows:

NEWMONT

SOLE

Stock

Shares378.63K

TypeSH

Market value$40.99M

5.87%

Sole

0.00

Shared

0.00

None

378.63K

MERCK

SOLE

Stock

Shares246.75K

TypeSH

Market value$29.68M

4.25%

Sole

0.00

Shared

0.00

None

246.75K

CORTEVA

SOLE

Stock

Shares318.39K

TypeSH

Market value$26.65M

3.82%

Sole

0.00

Shared

0.00

None

318.39K

CHUBB LIMITED

SOLE

Stock

Shares74.73K

TypeSH

Market value$24.36M

3.49%

Sole

0.00

Shared

0.00

None

74.73K

BP PLC

SOLE

ADR

Shares463.34K

TypeSH

Market value$21.78M

3.12%

Sole

0.00

Shared

0.00

None

463.34K

WILLIAMS COS

SOLE

Stock

Shares289.33K

TypeSH

Market value$21.06M

3.02%

Sole

0.00

Shared

0.00

None

289.33K

3M

SOLE

Stock

Shares141.68K

TypeSH

Market value$20.58M

2.95%

Sole

0.00

Shared

0.00

None

141.68K

PROCTER & GAMBLE

SOLE

Stock

Shares137.63K

TypeSH

Market value$19.88M

2.85%

Sole

0.00

Shared

0.00

None

137.63K

NORTHERN TRUST

SOLE

Stock

Shares139.07K

TypeSH

Market value$19.41M

2.78%

Sole

0.00

Shared

0.00

None

139.07K

INTERNATIONAL BUSINESS MACHINES

SOLE

Stock

Shares76.77K

TypeSH

Market value$18.61M

2.67%

Sole

0.00

Shared

0.00

None

76.77K

AUTOMATIC DATA PROCESSING

SOLE

Stock

Shares86.15K

TypeSH

Market value$17.50M

2.51%

Sole

0.00

Shared

0.00

None

86.15K

MEDTRONIC

SOLE

Stock

Shares201.42K

TypeSH

Market value$17.45M

2.50%

Sole

0.00

Shared

0.00

None

201.42K

NOVARTIS

SOLE

ADR

Shares112.68K

TypeSH

Market value$17.21M

2.47%

Sole

0.00

Shared

0.00

None

112.68K

PEPSICO

SOLE

Stock

Shares109.98K

TypeSH

Market value$17.08M

2.45%

Sole

0.00

Shared

0.00

None

109.98K

INTERNATIONAL FLAVORS & FRAGRANCES

SOLE

Stock

Shares230.66K

TypeSH

Market value$16.73M

2.40%

Sole

0.00

Shared

0.00

None

230.66K

JOHNSON & JOHNSON

SOLE

Stock

Shares67.09K

TypeSH

Market value$16.40M

2.35%

Sole

0.00

Shared

0.00

None

67.09K

ILLUMINA

SOLE

Stock

Shares131.59K

TypeSH

Market value$16.22M

2.32%

Sole

0.00

Shared

0.00

None

131.59K

EMERSON ELECTRIC

SOLE

Stock

Shares117.55K

TypeSH

Market value$15.40M

2.21%

Sole

0.00

Shared

0.00

None

117.55K

UNITED PARCEL SERVICE

SOLE

Stock

Shares151.07K

TypeSH

Market value$14.86M

2.13%

Sole

0.00

Shared

0.00

None

151.07K

SLB

SOLE

Stock

Shares276.81K

TypeSH

Market value$14.23M

2.04%

Sole

0.00

Shared

0.00

None

276.81K

IQVIA

SOLE

Stock

Shares81.97K

TypeSH

Market value$13.98M

2.00%

Sole

0.00

Shared

0.00

None

81.97K

WEYERHAEUSER

SOLE

REIT

Shares527.26K

TypeSH

Market value$12.88M

1.84%

Sole

0.00

Shared

0.00

None

527.26K

FORTINET

SOLE

Stock

Shares151.32K

TypeSH

Market value$12.37M

1.77%

Sole

0.00

Shared

0.00

None

151.32K

QNITY ELECTRONICS

SOLE

Stock

Shares93.42K

TypeSH

Market value$10.78M

1.54%

Sole

0.00

Shared

0.00

None

93.42K

FISERV

SOLE

Stock

Shares188.71K

TypeSH

Market value$10.53M

1.51%

Sole

0.00

Shared

0.00

None

188.71K

Issuer	Class	Shares	Type	Value / Portfolio %	None
NEWMONTSOLE	Stock	378.63K	SH	$40.99M 5.87%	378.63K
MERCKSOLE	Stock	246.75K	SH	$29.68M 4.25%	246.75K
CORTEVASOLE	Stock	318.39K	SH	$26.65M 3.82%	318.39K
CHUBB LIMITEDSOLE	Stock	74.73K	SH	$24.36M 3.49%	74.73K
BP PLCSOLE	ADR	463.34K	SH	$21.78M 3.12%	463.34K
WILLIAMS COSSOLE	Stock	289.33K	SH	$21.06M 3.02%	289.33K
3MSOLE	Stock	141.68K	SH	$20.58M 2.95%	141.68K
PROCTER & GAMBLESOLE	Stock	137.63K	SH	$19.88M 2.85%	137.63K
NORTHERN TRUSTSOLE	Stock	139.07K	SH	$19.41M 2.78%	139.07K
INTERNATIONAL BUSINESS MACHINESSOLE	Stock	76.77K	SH	$18.61M 2.67%	76.77K
AUTOMATIC DATA PROCESSINGSOLE	Stock	86.15K	SH	$17.50M 2.51%	86.15K
MEDTRONICSOLE	Stock	201.42K	SH	$17.45M 2.50%	201.42K
NOVARTISSOLE	ADR	112.68K	SH	$17.21M 2.47%	112.68K
PEPSICOSOLE	Stock	109.98K	SH	$17.08M 2.45%	109.98K
INTERNATIONAL FLAVORS & FRAGRANCESSOLE	Stock	230.66K	SH	$16.73M 2.40%	230.66K
JOHNSON & JOHNSONSOLE	Stock	67.09K	SH	$16.40M 2.35%	67.09K
ILLUMINASOLE	Stock	131.59K	SH	$16.22M 2.32%	131.59K
EMERSON ELECTRICSOLE	Stock	117.55K	SH	$15.40M 2.21%	117.55K
UNITED PARCEL SERVICESOLE	Stock	151.07K	SH	$14.86M 2.13%	151.07K
SLBSOLE	Stock	276.81K	SH	$14.23M 2.04%	276.81K
IQVIASOLE	Stock	81.97K	SH	$13.98M 2.00%	81.97K
WEYERHAEUSERSOLE	REIT	527.26K	SH	$12.88M 1.84%	527.26K
FORTINETSOLE	Stock	151.32K	SH	$12.37M 1.77%	151.32K
QNITY ELECTRONICSSOLE	Stock	93.42K	SH	$10.78M 1.54%	93.42K
FISERVSOLE	Stock	188.71K	SH	$10.53M 1.51%	188.71K

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