Kensington Investment Counsel, LLC
Kensington Investment Counsel, LLC reported 85 positions worth $230.2M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: AAPL (7.9%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | AAPL | SH | $18.1M | 7.86% | 62,542 | — | — | |
| ▸ 2 | MSFT | SH | $11.7M | 5.08% | 31,349 | — | — | |
| ▸ 3 | ABBV | SH | $9.0M | 3.91% | 35,786 | — | — | |
| ▸ 4 | JPM | SH | $8.6M | 3.73% | 26,248 | — | — | |
| ▸ 5 | CSCO | SH | $8.2M | 3.57% | 70,023 | — | — | |
| ▸ 6 | SNA | SH | $7.7M | 3.36% | 19,252 | — | — | |
| ▸ 7 | DELL | SH | $7.6M | 3.30% | 17,614 | — | — | |
| ▸ 8 | NVDA | SH | $6.8M | 2.96% | 34,082 | — | — | |
| ▸ 9 | TXN | SH | $6.6M | 2.88% | 22,238 | — | — | |
| ▸ 10 | JNJ | SH | $6.5M | 2.83% | 25,663 | — | — |
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Frequently Asked Questions
What stocks does Kensington Investment Counsel, LLC hold as of Q2 2026?
Kensington Investment Counsel, LLC reported 85 positions worth $230.2M in its Q2 2026 13F filing. Largest positions: AAPL (7.9%), MSFT (5.1%), ABBV (3.9%), JPM (3.7%) and CSCO (3.6%).
What did Kensington Investment Counsel, LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Kensington Investment Counsel, LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.