Portfolio (Quarterly)
Guide ↗
WILKINS INVESTMENT COUNSEL INC
· CIK 0001276853| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 81 | VZ | VERIZON | Communication Services | 19,809.0 | $807K | 0.12% | — | — | $40.73 | +4.3% |
| 82 | DOV | DOVER CORP COM | Industrials | 3,850.0 | $752K | 0.11% | — | — | $195.24 | +9.7% |
| 83 | CI | THE CIGNA GROUP COM | Healthcare | 2,472.0 | $680K | 0.10% | -170.0 | -6.4% | $275.23 | +10.2% |
| 84 | AMZN | AMAZON | Consumer Cyclical | 2,933.0 | $677K | 0.10% | -500.0 | -14.6% | $230.82 | +7.2% |
| 85 | UNH | UNITEDHEALTH GROUP INC COM | Healthcare | 2,025.0 | $668K | 0.10% | -190.0 | -8.6% | $330.11 | +28.8% |
| 86 | ITW | ILLINOIS TOOL WORKS | Industrials | 2,602.0 | $641K | 0.09% | — | — | $246.30 | +10.5% |
| 87 | KMB | KIMBERLY-CLARK CORP COM | Consumer Defensive | 6,335.0 | $639K | 0.09% | — | — | $100.89 | +5.9% |
| 88 | PNC | PNC FINL SVCS GROUP INC COM | Financial Services | 3,040.0 | $635K | 0.09% | — | — | $208.73 | +20.7% |
| 89 | DUK | DUKE ENERGY | Utilities | 5,309.0 | $622K | 0.09% | +140.0 | +2.7% | $117.21 | +7.8% |
| 90 | MCO | MOODYS CORP COM | Financial Services | 1,100.0 | $562K | 0.08% | — | — | $510.85 | -3.2% |
| 91 | MA | MASTERCARD INCORPORATED CL A | Financial Services | 975.0 | $557K | 0.08% | — | — | $570.88 | -5.8% |
| 92 | HON | HONEYWELL INTERNATIONAL | Industrials | 2,840.0 | $554K | 0.08% | — | — | $195.09 | +14.1% |
| 93 | COST | COSTCO | Consumer Defensive | 610.0 | $526K | 0.08% | -2K | -73.9% | $862.34 | +6.9% |
| 94 | TFC | TRUIST FINL CORP COM | Financial Services | 9,975.0 | $491K | 0.07% | — | — | $49.21 | +5.6% |
| 95 | T | AT&T | Communication Services | 19,441.0 | $483K | 0.07% | -734.0 | -3.6% | $24.84 | -14.3% |
| 96 | ORCL | ORACLE | Technology | 2,300.0 | $448K | 0.07% | — | — | $194.91 | -34.4% |
| 97 | SO | SOUTHERN | Utilities | 5,100.0 | $445K | 0.07% | — | — | $87.20 | +10.0% |
| 98 | SHW | SHERWIN WILLIAMS | Basic Materials | 1,325.0 | $429K | 0.06% | — | — | $324.03 | +1.4% |
| 99 | LOW | LOWE'S COMPANIES | Consumer Cyclical | 1,733.0 | $418K | 0.06% | — | — | $241.16 | -13.9% |
| 100 | VONE | VANGUARD RUSSELL 1000 ETF | — | 1,340.0 | $414K | 0.06% | — | — | $309.04 | +10.2% |
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
18.9%
Industrials
16.6%
Basic Materials
14.1%
Technology
13.1%
Consumer Defensive
11.9%
Financial Services
10.2%
Energy
9.3%
Real Estate
3.0%
Communication Services
1.6%
Utilities
0.8%