WILKINS INVESTMENT COUNSEL, INC
WILKINS INVESTMENT COUNSEL INC Legal Name
Adviser information for WILKINS INVESTMENT COUNSEL, INC last updated from Form ADV on March 21st, 2024. Select data displayed; additional Form ADV, Form D, Form 13F and other data is available from the Fincoded API.
Advisory Business
Type of Organization | Corporation |
---|---|
Fiscal Year End | DECEMBER |
Legal Location | Massachusetts, United States |
Employees
Total Number of Employees | 9 |
---|---|
Investment Advisory/Research | 5 |
Registered Broker-Dealer Representatives | 0 |
Registered State Investment Advisers | 3 |
Licensed Agents of an Insurance Company | 0 |
No. of Firms/People that Solicit Clients | 0 |
RAUM
Provides Management of Securities Portfolios | Yes |
---|
Type | Accounts | RAUM |
---|---|---|
Discretionary | 106 | $651.3M |
Non-Discretionary | 0 | $0 |
Total | 106 | $651.3M |
Clients
Type | Number | RAUM |
---|---|---|
Individuals | 10 | $7.0M |
HNW Individuals | 83 | $572.3M |
Banking or thrift institutions | 0 | $0 |
Investment companies | 0 | $0 |
Business development companies | 0 | $0 |
Pooled investment vehicles | 0 | $0 |
Pension and profit sharing plans | 0 | $0 |
Charitable organizations | 12 | $58.9M |
State or municipal gov entities | 0 | $0 |
Other investment advisers | 0 | $0 |
Insurance companies | 0 | $0 |
Sovereign wealth funds and foreign official institutions | 0 | $0 |
Corporations or other businesses | 0 | $0 |
Other | 1 | $13.0M |
Type | Number |
---|---|
No. of Non-RAUM Clients | 3 |
No. of Non-U.S. Clients | 0 |
No. of Financial Planning Clients | 0 |
Services
Advisory Services | Portfolio management for individuals and/or small businessesPortfolio management for businesses or institutional clients |
---|---|
Compensation | % of AUMFixed fees |
Principal Office
160 FEDERAL ST., 22ND FLOORBOSTON
MA
United States
Monday - Friday, 8:30AM TO 4:30PM
Tel: 617-951-9969, Fax: 617-951-0773
Websites
Chief Compliance Officer
DAVID P. GATELY
DIRECTOR OF OPERATIONS
160 FEDERAL ST, 22ND FLOOR
BOSTON
MA
United States
Tel:
617-951-9969
Fax:
617-951-0773
D**@****************M
(Full email address available in API data)
Regulatory Contact
SHANE M GARMAN
VICE PRESIDENT, TREASURER
160 FEDERAL ST, 22ND FLOOR
BOSTON
MA
United States
Tel:
617-951-9969
Fax:
617-951-0773
S*@****************M
(Full email address available in API data)
Industry Affiliates
None |
Private Funds
Name | Type | Assets $USD | Min Investment $USD | No. Owners |
---|
None
Control Persons
Name | Type | Entity | Title | Since | Ownership |
---|---|---|---|---|---|
WILKINS, JOHN, PARKER | Individual | – | CHAIRMAN, DIRECTOR | 07/2014 | 25-50% |
CHARLAND, MICHAEL, FRANCIS | Individual | – | PRESIDENT, DIRECTOR | 07/2014 | 25-50% |
GARMAN, SHANE, MICHAEL | Individual | – | VICE PRESIDENT, DIRECTOR, TREASURER, DIRECTOR OF RESEARCH | 07/2014 | 10-25% |
GATELY, DAVID, PATRICK | Individual | – | CHIEF COMPLIANCE OFFICER, DIRECTOR OF OPERATIONS | 03/2023 | < 5% |
No. Employees, Historic
RAUM, Historic
No. Clients, Historic
Holdings
From latest 13F, filed August 8th, 2024 for period ending June 30th, 2024
Name | Class | Value $USD | # Shares | Private Fund |
---|---|---|---|---|
AMAZON | Stock | 840K | 4K | 0 |
SEALED AIR CORP NEW COM | Stock | 266K | 8K | 0 |
INVESCO QQQ TRUST SERIES I | ETF | 223K | 465 | 0 |
JOHNSON & JOHNSON | Stock | 19M | 128K | 0 |
CORPAY INC | Stock | 6M | 22K | 0 |
COSTCO | Stock | 2M | 3K | 0 |
F5 NETWORKS | Stock | 16M | 95K | 0 |
PROCTER & GAMBLE | Stock | 26M | 158K | 0 |
COCA COLA | Stock | 2M | 36K | 0 |
GENERAL MILLS | Stock | 4M | 57K | 0 |
PPG INDS INC COM | Stock | 633K | 5K | 0 |
TRUIST FINL CORP COM | Stock | 413K | 11K | 0 |
UNITED PARCEL SERVICE | Stock | 13M | 91K | 0 |
INTEL | Stock | 17M | 534K | 0 |
STATE STREET | Stock | 2M | 23K | 0 |
MEDTRONIC | Stock | 16M | 202K | 0 |
CLOROX | Stock | 2M | 17K | 0 |
PAYCHEX INC COM | Stock | 227K | 2K | 0 |
MERCK | Stock | 30M | 244K | 0 |
SPDR S&P 500 ETF TRUST | ETF | 596K | 1K | 0 |
ILLINOIS TOOL WORKS | Stock | 771K | 3K | 0 |
EMERSON ELECTRIC | Stock | 15M | 135K | 0 |
DIAGEO PLC SPON ADR NEW | ADR | 468K | 4K | 0 |
BANK NEW YORK MELLON CORP COM | Stock | 1M | 19K | 0 |
VERIZON | Stock | 1M | 25K | 0 |
CHUBB LIMITED | Stock | 21M | 83K | 0 |
SONOCO PRODS CO COM | Stock | 294K | 6K | 0 |
FEDEX CORP COM | Stock | 1M | 4K | 0 |
SHERWIN WILLIAMS | Stock | 448K | 2K | 0 |
PEPSICO | Stock | 15M | 89K | 0 |
KIMBERLY-CLARK CORP COM | Stock | 757K | 5K | 0 |
HONEYWELL INTERNATIONAL | Stock | 439K | 2K | 0 |
TRANE TECHNOLOGIES PLC SHS | Stock | 230K | 700 | 0 |
US BANCORP | Stock | 653K | 16K | 0 |
BP PLC | ADR | 20M | 543K | 0 |
HOME DEPOT | Stock | 1M | 3K | 0 |
AUTOMATIC DATA PROCESSING | Stock | 20M | 85K | 0 |
DUPONT | Stock | 14M | 173K | 0 |
SOUTHERN | Stock | 419K | 5K | 0 |
BECTON DICKINSON & CO COM | Stock | 534K | 2K | 0 |
FORTINET | Stock | 11M | 182K | 0 |
IQVIA | Stock | 1M | 5K | 0 |
GALLAGHER ARTHUR J & CO COM | Stock | 324K | 1K | 0 |
BERKSHIRE HATHAWAY CL B | Stock | 11M | 28K | 0 |
WEYERHAEUSER | REIT | 11M | 378K | 0 |
FISERV | Stock | 8M | 51K | 0 |
NEWMONT | Stock | 25M | 608K | 0 |
CSX CORP COM | Stock | 786K | 24K | 0 |
COMCAST CORP | Stock | 2M | 49K | 0 |
MICROSOFT | Stock | 9M | 20K | 0 |
SLB | Stock | 13M | 274K | 0 |
AMERIPRISE FINL INC COM | Stock | 337K | 790 | 0 |
NEXTERA ENERGY | Stock | 2M | 33K | 0 |
NIKE CL B | Stock | 203K | 3K | 0 |
NORFOLK SOUTHERN | Stock | 1M | 5K | 0 |
INTERNATIONAL FLAVORS & FRAGRANCES | Stock | 19M | 196K | 0 |
DOW | Stock | 408K | 8K | 0 |
ILLUMINA | Stock | 11M | 109K | 0 |
CORTEVA | Stock | 20M | 366K | 0 |
CONSOLIDATED EDISON INC COM | Stock | 268K | 3K | 0 |
ELI LILLY | Stock | 3M | 3K | 0 |
AIR PRODUCTS | Stock | 904K | 4K | 0 |
DUKE ENERGY | Stock | 504K | 5K | 0 |
CARRIER GLOBAL CORPORATION COM | Stock | 273K | 4K | 0 |
SYSCO | Stock | 13M | 186K | 0 |
EVERSOURCE ENERGY | Stock | 621K | 11K | 0 |
VISA | Stock | 2M | 7K | 0 |
HERSHEY COMPANY | Stock | 6M | 30K | 0 |
KELLANOVA COM | Stock | 1M | 18K | 0 |
PHILLIPS 66 | Stock | 2M | 17K | 0 |
AMERICAN TOWER | REIT | 7M | 37K | 0 |
ASPEN TECHNOLOGY | Stock | 2M | 11K | 0 |
MOODYS CORP COM | Stock | 463K | 1K | 0 |
NOVARTIS | ADR | 20M | 189K | 0 |
ACCENTURE | Stock | 6M | 21K | 0 |
NORTHERN TRUST | Stock | 13M | 156K | 0 |
NVIDIA CORPORATION COM | Stock | 662K | 5K | 0 |
GENUINE PARTS CO COM | Stock | 1M | 8K | 0 |
ABBVIE | Stock | 3M | 17K | 0 |
S&P GLOBAL INC COM | Stock | 239K | 535 | 0 |
ANSYS | Stock | 1M | 4K | 0 |
SKILLZ INC COM CL A | Stock | 97K | 14K | 0 |
FASTENAL | Stock | 11M | 177K | 0 |
MCDONALD'S | Stock | 813K | 3K | 0 |
DOVER CORP COM | Stock | 1M | 6K | 0 |
CISCO SYSTEMS | Stock | 4M | 78K | 0 |
AUTODESK | Stock | 2M | 6K | 0 |
AT&T | Stock | 356K | 19K | 0 |
GENERAL ELECTRIC | Stock | 927K | 6K | 0 |
GRAIL INC COM | Stock | 277K | 18K | 0 |
ISHARES CORE S&P 500 ETF | ETF | 356K | 650 | 0 |
THE CIGNA GROUP COM | Stock | 1M | 3K | 0 |
UNION PACIFIC | Stock | 5M | 21K | 0 |
LOCKHEED MARTIN CORP COM | Stock | 279K | 597 | 0 |
J.P. MORGAN CHASE | Stock | 5M | 24K | 0 |
CHEVRON | Stock | 3M | 17K | 0 |
CONOCOPHILLIPS | Stock | 3M | 23K | 0 |
WAL-MART STORES | Stock | 962K | 14K | 0 |
INTERNATIONAL BUSINESS MACHINES | Stock | 18M | 102K | 0 |
ORACLE | Stock | 339K | 2K | 0 |
RAYTHEON TECHNOLOGIES | Stock | 1M | 12K | 0 |
TEXAS INSTRUMENTS | Stock | 10M | 53K | 0 |
PFIZER | Stock | 7M | 261K | 0 |
MORGAN STANLEY COM NEW | Stock | 1M | 15K | 0 |
3M | Stock | 15M | 150K | 0 |
CATERPILLAR | Stock | 1M | 3K | 0 |
ALPHABET CL C | Stock | 710K | 4K | 0 |
AMERICAN EXPRESS CO COM | Stock | 3M | 11K | 0 |
AMGEN INC COM | Stock | 235K | 751 | 0 |
WILLIAMS COS | Stock | 18M | 430K | 0 |
EATON CORP PLC SHS | Stock | 909K | 3K | 0 |
TRIMBLE | Stock | 5M | 97K | 0 |
C. H. ROBINSON WORLDWIDE | Stock | 8M | 90K | 0 |
GARTNER | Stock | 8M | 17K | 0 |
PARKER-HANNIFIN CORP COM | Stock | 215K | 425 | 0 |
PNC FINL SVCS GROUP INC COM | Stock | 552K | 4K | 0 |
BRISTOL-MYERS SQUIBB | Stock | 314K | 8K | 0 |
EXXON MOBIL | Stock | 8M | 65K | 0 |
UNITEDHEALTH GROUP INC COM | Stock | 1M | 3K | 0 |
LOWE'S COMPANIES | Stock | 416K | 2K | 0 |
DEERE & CO COM | Stock | 932K | 2K | 0 |
COLGATE-PALMOLIVE | Stock | 11M | 108K | 0 |
BIO-TECHNE | Stock | 1M | 16K | 0 |
APPLE | Stock | 5M | 25K | 0 |
ABBOTT LABS COM | Stock | 3M | 29K | 0 |
WALT DISNEY | Stock | 579K | 6K | 0 |