|
⚲
|
| Message |
|---|
| Happy Holidays!! thanks for using AUM13F!! |
| Wilkins Investment Counsel Inc
✚
|
|
|---|---|
| CRD # | 104913 |
| SEC # | 801-35172 |
| CIK # | 0001276853 |
| AUM | $1.1 B (2025-03-11) |
| Employees | 11 (55% Investors, 0% Brokers) |
| Phone | 617-951-9969 |
| Address | 160 Federal St, 22nd Floor Boston, MA 02110 |
| Source | [IAPD] [EDGAR] [Website] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001276853 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Newmont Mining Corp /DE/ | 34.2 | ||
| International Business Machines Corp | 26.6 | ||
| Corteva Inc | 25.3 | ||
| Automatic Data Processing Inc | 24.3 | ||
| Ace Ltd | 23.5 | ||
| 3M Co | 23.0 | ||
| Williams Companies Inc | 22.7 | ||
| Procter & Gamble Co | 22.4 | ||
| Merck & Co Inc | 20.9 | ||
| Northern Trust Corp | 19.9 | ||
| Johnson & Johnson | 18.6 | ||
| Medtronic Holdings Ltd | 18.2 | ||
| Emerson Electric Co | 18.1 | ||
| Fortinet Inc | 17.7 | ||
| United Parcel Service Inc | 16.9 | ||
| Novartis AG | 16.9 | ||
| BP PLC | 15.7 | ||
| International Flavors & Fragrances Inc | 15.3 | ||
| PepsiCo Inc | 14.7 | ||
| Sysco Corp | 14.2 | ||
| Illumina Inc | 13.6 | ||
| Fastenal Co | 13.3 | ||
| Quintiles Transnational Holdings Inc | 11.9 | ||
| DowDupont Inc | 11.7 | ||
| Schlumberger Ltd /NV/ | 11.0 | ||
| Weyerhaeuser Co | 10.9 | ||
| Texas Instruments Inc | 10.8 | ||
| FleetCor Technologies Inc | 10.6 | ||
| Microsoft Corp | 10.2 | ||
| Prev | Page 1 | Next | |||
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 19 | 12.7 |
| (b) Individuals (high net worth individuals) | 170 | 958.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 15 | 78.3 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 1 | 32.4 |
| Total | 205 | 1,082.0 |
| By Discretionary | ||
| Discretionary | 205 | 1,082.0 |
| Non-Discretionary | 0 | 0.0 |
| Total | 205 | 1,082.0 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 1,082.0 | |
| Total | 205 | 1,082.0 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001276853] |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
TD Capital Management LLC
✚
|
TN | 1.1 |
|
Hodges Capital Management Inc
✚
|
TX | 1.1 |
|
Parkway Wealth Management Group LLC
✚
|
TX | 1.1 |
|
Sgroi Wealth Advisory Group LLC
✚
|
NY | 1.1 |
|
Silicon Valley Capital Partners LP
✚
|
CA | 1.1 |
|
Wespac Advisors LLC
✚
|
CA | 1.1 |
|
Fusion Investment Advisors LLC
✚
|
TX | 1.1 |
|
Roble Belko and Company Inc
✚
|
PA | 1.1 |
|
Berkshire Money Management Inc
✚
|
MA | 1.1 |
|
Cadinha & Co LLC
✚
|
HI | 1.1 |