WILKINS INVESTMENT COUNSEL INC Buys 3, Sells 2 in 3rd Quarter

WILKINS INVESTMENT COUNSEL INC recently filed their 13F report for the third quarter of 2022, which ended on 2022-09-30.

The 13F report details which stocks were in a guru’s equity portfolio at the end of the quarter, though investors should note that these filings are limited in scope, containing only a snapshot of long positions in U.S.-listed stocks and American depository receipts as of the quarter’s end. They are not required to include international holdings, short positions or other types of investments. Still, even this limited filing can provide valuable information.

160 FEDERAL ST BOSTON, MA 02110

As of the latest 13F report, the guru’s equity portfolio contained 74 stocks valued at a total of $342.00Mil. The top holdings were MRK(5.04%), NEM(4.03%), and CTVA(3.98%).

According to GuruFocus data, these were WILKINS INVESTMENT COUNSEL INC’s top five trades of the quarter.

Splunk Inc


WILKINS INVESTMENT COUNSEL INC reduced their investment in NAS:SPLK by 24,180 shares. The trade had a 0.57% impact on the equity portfolio. During the quarter, the stock traded for an average price of $98.04.

On 11/08/2022, Splunk Inc traded for a price of $75.04 per share and a market cap of $12.21Bil. The stock has returned -55.52% over the past year.

GuruFocus gives the company a financial strength rating of 3 out of 10 and a profitability rating of 4 out of 10.

In terms of valuation, Splunk Inc has a EV-to-Ebitda ratio of -19.03 and a price-sales ratio of 3.95.

The price-to-GF Value ratio is 0.38, earning the stock a GF Value rank of 4.

Intel Corp


During the quarter, WILKINS INVESTMENT COUNSEL INC bought 37,475 shares of NAS:INTC for a total holding of 327,833. The trade had a 0.28% impact on the equity portfolio. During the quarter, the stock traded for an average price of $34.09.

On 11/08/2022, Intel Corp traded for a price of $28.48 per share and a market cap of $117.54Bil. The stock has returned -41.92% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 9 out of 10.

In terms of valuation, Intel Corp has a price-earnings ratio of 8.76, a price-book ratio of 1.18, a price-earnings-to-growth (PEG) ratio of 0.63, a EV-to-Ebitda ratio of 4.95 and a price-sales ratio of 1.69.

The price-to-GF Value ratio is 0.61, earning the stock a GF Value rank of 10.

DuPont de Nemours Inc


WILKINS INVESTMENT COUNSEL INC reduced their investment in NYSE:DD by 9,971 shares. The trade had a 0.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $56.85.

On 11/08/2022, DuPont de Nemours Inc traded for a price of $66.28 per share and a market cap of $33.20Bil. The stock has returned -15.03% over the past year.

GuruFocus gives the company a financial strength rating of 5 out of 10 and a profitability rating of 6 out of 10.

In terms of valuation, DuPont de Nemours Inc has a price-earnings ratio of 18.72, a price-book ratio of 1.30, a EV-to-Ebitda ratio of 11.61 and a price-sales ratio of 2.26.

The price-to-GF Value ratio is 0.79, earning the stock a GF Value rank of 9.

Texas Instruments Inc


During the quarter, WILKINS INVESTMENT COUNSEL INC bought 3,280 shares of NAS:TXN for a total holding of 40,275. The trade had a 0.15% impact on the equity portfolio. During the quarter, the stock traded for an average price of $167.7.

On 11/08/2022, Texas Instruments Inc traded for a price of $168.11 per share and a market cap of $152.57Bil. The stock has returned -10.17% over the past year.

GuruFocus gives the company a financial strength rating of 8 out of 10 and a profitability rating of 10 out of 10.

In terms of valuation, Texas Instruments Inc has a price-earnings ratio of 17.62, a price-book ratio of 10.55, a price-earnings-to-growth (PEG) ratio of 1.80, a EV-to-Ebitda ratio of 13.06 and a price-sales ratio of 7.75.

The price-to-GF Value ratio is 0.84, earning the stock a GF Value rank of 7.

Newmont Corp


During the quarter, WILKINS INVESTMENT COUNSEL INC bought 9,645 shares of NYSE:NEM for a total holding of 327,320. The trade had a 0.12% impact on the equity portfolio. During the quarter, the stock traded for an average price of $46.72.

On 11/08/2022, Newmont Corp traded for a price of $43.75 per share and a market cap of $34.73Bil. The stock has returned -18.22% over the past year.

GuruFocus gives the company a financial strength rating of 6 out of 10 and a profitability rating of 7 out of 10.

In terms of valuation, Newmont Corp has a price-earnings ratio of 34.72, a price-book ratio of 1.63, a price-earnings-to-growth (PEG) ratio of 2.24, a EV-to-Ebitda ratio of 10.58 and a price-sales ratio of 2.87.

The price-to-GF Value ratio is 0.59, earning the stock a GF Value rank of 8.


Please note, the numbers and facts quoted are as of the writing of this article and may not factor in the latest trading data or company announcements.

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