Wilkins Investment Counsel Inc.
Wilkins Investment Counsel Inc is an independent investment advisory firm headquartered in Boston, Massachusetts. Founded in 1994, the firm provides personalized investment management and wealth planning services with a focus on serving high-net-worth individuals, families, foundations, and institutions. The firm is registered as an SEC Investment Adviser and is known for its client-centric approach and long-term perspective.
Investment Strategy
Wilkins Investment Counsel Inc employs a disciplined, research-driven approach to portfolio management, emphasizing high-quality equities, fixed income securities, and diversification tailored to each client's objectives and risk tolerance. The firm is committed to long-term value creation, capital preservation, and customized asset allocation based on thorough fundamental analysis and regular review.
Top Holdings
Equity Positions (120)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NEM | NEWMONT | 4.84% | $34.2M | 586,994 | $32.10 | $58.26 | +$5.5M |
I IBM | INTERNATIONAL BUSINESS MACHINES | 3.76% | $26.6M | 90,252 | $159.16 | $294.78 | +$1.7M |
C CTVA | CORTEVA | 3.59% | $25.3M | 340,052 | $39.46 | $74.53 | +$2.8M |
A ADP | AUTOMATIC DATA PROCESSING | 3.44% | $24.3M | 78,876 | $126.81 | $308.40 | -$768.7K |
C CB | CHUBB LIMITED | 3.33% | $23.5M | 81,118 | $160.30 | $289.72 | -$1.4M |