Wilkins Investment Counsel Inc
- Regulatory AUM
- $1.1B
- Discretionary
- $1.1B
- Clients
- 212
- Avg AUM / client
- $5.3M
- Accounts
- 212
- Employees
- 11
AUM over time
Annual snapshots from Form ADV filings · as of Apr 14, 2026
Investments (13F portfolio — 119 positions, $698,182,626)
13F period Mar 31, 2026| # | Issuer | Class | Value | Shares | % of 13F | % of AUM |
|---|---|---|---|---|---|---|
| 1 | Newmont | Stock | $40,986,698 | 378,630 | 5.87% | 3.67% |
| 2 | Merck | Stock | $29,681,317 | 246,748 | 4.25% | 2.66% |
| 3 | Corteva | Stock | $26,652,511 | 318,391 | 3.82% | 2.38% |
| 4 | Chubb Limited | Stock | $24,356,423 | 74,729 | 3.49% | 2.18% |
| 5 | Bp Plc | ADR | $21,777,074 | 463,342 | 3.12% | 1.95% |
| 6 | Williams Cos | Stock | $21,057,437 | 289,330 | 3.02% | 1.88% |
| 7 | 3 M | Stock | $20,576,041 | 141,679 | 2.95% | 1.84% |
| 8 | Procter & Gamble | Stock | $19,879,566 | 137,632 | 2.85% | 1.78% |
| 9 | Northern Trust | Stock | $19,410,419 | 139,073 | 2.78% | 1.74% |
| 10 | International Business Machines | Stock | $18,609,007 | 76,773 | 2.67% | 1.66% |
| 11 | Automatic Data Processing | Stock | $17,504,160 | 86,151 | 2.51% | 1.57% |
| 12 | Medtronic | Stock | $17,453,130 | 201,421 | 2.5% | 1.56% |
| 13 | Novartis | ADR | $17,211,412 | 112,677 | 2.47% | 1.54% |
| 14 | Pepsico | Stock | $17,078,794 | 109,980 | 2.45% | 1.53% |
| 15 | International Flavors & Fragrances | Stock | $16,734,673 | 230,664 | 2.4% | 1.5% |
| 16 | Johnson & Johnson | Stock | $16,400,457 | 67,094 | 2.35% | 1.47% |
| 17 | Illumina | Stock | $16,219,167 | 131,585 | 2.32% | 1.45% |
| 18 | Emerson Electric | Stock | $15,401,139 | 117,548 | 2.21% | 1.38% |
| 19 | United Parcel Service | Stock | $14,862,463 | 151,072 | 2.13% | 1.33% |
| 20 | Slb | Stock | $14,225,266 | 276,810 | 2.04% | 1.27% |
| 21 | Iqvia | Stock | $13,978,993 | 81,969 | 2.0% | 1.25% |
| 22 | Weyerhaeuser | REIT | $12,881,084 | 527,265 | 1.84% | 1.15% |
| 23 | Fortinet | Stock | $12,366,116 | 151,323 | 1.77% | 1.11% |
| 24 | Qnity Electronics | Stock | $10,779,146 | 93,423 | 1.54% | 0.96% |
| 25 | Fiserv | Stock | $10,529,739 | 188,705 | 1.51% | 0.94% |
Top 25 of 119 positions from the manager's latest Form 13F · source filing (EDGAR) ↗. 13F covers long US-listed positions only. "% of AUM" is share of the firm's total regulatory AUM (Form ADV Item 5.F).
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 19 | $11.3M | 1.01% |
| High net worth individuals | 177 | $1.0B | 89.6% |
| Charitable organizations | 15 | $68.3M | 6.11% |
| Other | 1 | $36.4M | 3.25% |
People (6)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Parker Wilkins | Chairman, Director | CFA Chartered Investment Counselor | Apr 1994 (32y) | 25% – 50% |
| Michael Francis Charland | President, Director | CFA Chartered Investment Counselor | Jan 2001 (26y) | 25% – 50% |
| Shane Michael Garman | Vice President, Director, Treasurer, Director Of Research | CFA | Nov 2013 (13y) | 10% – 25% |
| Gately, David, Patrick | Chief Compliance Officer, Director Of Operations | Mar 2023 (3y) | Less than 5% | |
| Zhou Feng | Registered representative | CFA | Mar 2026 (0y) | |
| Areeb Khan | Registered representative | CFA | Mar 2026 (0y) |
Undisclosed: 0% – 40% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 04/14/2026 | 911 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
Custody
Reported custodians
- Fidelity Investments $515M (46% of AUM) Apr 2026
- Sei Investments Distribution Co. $485M (43% of AUM) Apr 2026
- Charles Schwab & Co. $100M (15% of AUM) Jun 2024
- Fifth Third Bank $91.4M (14% of AUM) Mar 2021
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports it does not have custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Apr 14, 2026.
View current Form ADV (SEC/IAPD) ↗