Wilkins Investment Counsel Inc. has filed a Form 13F-HR disclosing its equity holdings as of September 30, 2026. The filing lists 121 separate positions held by the firm, managed by Vice President Shane Garman.
The portfolio is diversified across a wide range of sectors, with the largest holdings by number of shares including Procter & Gamble, Medtronic, Merck, and PepsiCo. The firm holds significant positions in major healthcare and consumer goods companies, as well as significant exposure to the technology sector through holdings in NVIDIA, Microsoft, and various ETFs.
- Major holdings include Procter & Gamble (137,080 shares), Medtronic (224,262 shares), and Merck (229,333 shares).
- Technology exposure is represented by positions in NVIDIA (5,845 shares), Microsoft (16,790 shares), and Apple (21,673 shares).
- Energy and materials holdings include BP PLC ADR (458,016 shares), Chevron (14,829 shares), and 3M (140,083 shares).
- The filing also lists positions in consumer staples such as Coca-Cola (33,623 shares) and Colgate-Palmolive (111,319 shares).
- Financial sector holdings include J.P. Morgan Chase (18,758 shares) and Morgan Stanley (10,149 shares).
The report indicates that all positions are held in common stock.
