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

Identifiers

SEC RIA File Number 801-35172
SEC ERA File Number 801-35172
SEC CIK Numbers 1276853
SEC CRD Numbers 104913
Legal Entity Identifier None

Principal Office

160 FEDERAL ST., 22ND FLOOR
BOSTON
MA
United States
Monday - Friday, 8:30AM TO 4:30PM
Tel: 617-951-9969, Fax: 617-951-0773

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
(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
(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

10502020202120222023202420259 on 3/27/20209 on 6/24/20209 on 3/24/20218 on 3/28/20229 on 3/27/20239 on 3/28/20239 on 3/21/2024

RAUM, Historic

700M350M0202020212022202320242025614014796 on 3/27/2020614014796 on 6/24/2020640421794 on 3/24/2021656200454 on 3/28/2022591788990 on 3/27/2023591788990 on 3/28/2023651258750 on 3/21/2024

No. Clients, Historic

200100020202021202220232024202594 on 3/27/202094 on 6/24/202096 on 3/24/2021100 on 3/28/2022103 on 3/27/2023103 on 3/28/2023106 on 3/21/2024

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