Kensington Investment Counsel
$230M 13F equity value
93 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Kensington Investment Counsel covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| AAPL | APPLE INC COM | 62,542 | $18M | 7.9% |
| MSFT | MICROSOFT CORP COM | 31,349 | $12M | 5.1% |
| ABBV | ABBVIE INC COM | 35,786 | $9M | 3.9% |
| JPM | JPMORGAN CHASE & CO COM | 26,248 | $9M | 3.7% |
| CSCO | CISCO SYS INC COM | 70,023 | $8M | 3.6% |
| SNA | SNAP ON INC COM | 19,252 | $8M | 3.4% |
| DELL | DELL TECHNOLOGIES INC CL C | 17,614 | $8M | 3.3% |
| NVDA | NVIDIA CORPORATION COM | 34,082 | $7M | 3.0% |
| TXN | TEXAS INSTRS INC COM | 22,238 | $7M | 2.9% |
| JNJ | JOHNSON & JOHNSON COM | 25,663 | $7M | 2.8% |
Track Kensington Investment Counsel's 13F portfolio: $230M in reported holdings, 93 positions. Top holdings and quarterly changes on SentiSense.
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