Wilkins Investment Counsel Inc

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Wilkins Investment Counsel Inc
CRD #104913
SEC #801-35172
CIK #0001276853
AUM 1,117.8 M (2026-04-14)
Employees 11 (55% Investors, 0% Brokers)
Fees
Minimum
Phone617-951-9969
Address160 Federal St, 22nd Floor
Boston, MA 02110
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
120096072048024001999200820172027
CIK Period
0001276853
Sector Form 13F Holdings Value ($M)
Newmont Mining Corp /DE/ 41.0
Merck & Co Inc 29.7
Corteva Inc 26.7
Ace Ltd 24.4
BP PLC 21.8
Williams Companies Inc 21.1
3M Co 20.6
Procter & Gamble Co 19.9
Northern Trust Corp 19.4
International Business Machines Corp 18.6
Automatic Data Processing Inc 17.5
Medtronic Holdings Ltd 17.5
Novartis AG 17.2
PepsiCo Inc 17.1
International Flavors & Fragrances Inc 16.7
Johnson & Johnson 16.4
Illumina Inc 16.2
Emerson Electric Co 15.4
United Parcel Service Inc 14.9
Schlumberger Ltd /NV/ 14.2
Quintiles Transnational Holdings Inc 14.0
Weyerhaeuser Co 12.9
Fortinet Inc 12.4
Qnity Electronics Inc 10.8
Fiserv Inc 10.5
FleetCor Technologies Inc 9.9
Colgate Palmolive Co 9.6
Texas Instruments Inc 9.5
Sysco Corp 9.5
Copart Inc 9.3
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AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 19 11.3
(b) Individuals (high net worth individuals) 177 1,001.8
(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 68.3
(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 36.4
Total 212 1,117.8
By Discretionary
Discretionary 212 1,117.8
Non-Discretionary 0 0.0
Total 212 1,117.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 1,117.8
Total 212 1,117.8
EDGAR Form CIK 2011 - 2026
13F-HR [0001276853]
Firm Profile (Form ADV)
Discretionary AUM$0.4B
ServesInstitutional, Retail
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Adamo Capital Family Office LLC
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Lighthouse Financial Advisors Inc
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HTG Investment Advisors Inc
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