Long-term investor
Wilkins Investment Counsel Inc. @wilkinsinvestmentcounsel
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001276853).
Record
- Tracked since 2025-06-30 (434 days), 47 trades recorded
- Returns: week n/a · month n/a · 90 days +5.5% · 6 months +11.2% · 1 year +14.0% · all +14.0%
- Max drawdown 0.0% · Sharpe 1.89 · win rate 35% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- NEM · 4.7% · long · since 2025-06-30
- MRK · 4.2% · long · since 2025-06-30
- CTVA · 3.6% · long · since 2025-06-30
- CB · 3.4% · long · since 2025-06-30
- NTRS · 3.1% · long · since 2025-06-30
- MMM · 3.1% · long · since 2025-06-30
- ILMN · 3.0% · long · since 2025-06-30
- IBM · 2.9% · long · since 2025-06-30
- WMB · 2.8% · long · since 2025-06-30
- PG · 2.7% · long · since 2025-06-30
- ADP · 2.6% · long · since 2025-06-30
- IFF · 2.4% · long · since 2025-06-30