account_balance
Investment manager · 13F filer · SEC CIK 1845536
Kensington Investment Counsel, LLC
Reported value$230Mas of Jun 30, 2026
Positions85 10 new, 8 sold out
Top 10 weight39.5%AAPL alone is 8%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
AAPLApple Inc.
7.9%Added +2%
MSFTMicrosoft Corp
5.1%Added +4%
ABBVAbbVie Inc.
3.9%Trimmed −5%
JPMJPMorgan Chase & Co
3.7%Trimmed −5%
CSCOCisco Systems, Inc.
3.6%
SNASnap-on Inc
3.4%Trimmed −4%
DELLDell Technologies Inc.
3.3%Added +3%
NVDANVIDIA Corp
3.0%Added +6%
TXNTexas Instruments Inc
2.9%Trimmed −4%
JNJJohnson & Johnson
2.8%−6%
GDGeneral Dynamics Corp
2.8%−5%
AMGNAmgen Inc
2.6%Trimmed −7%
AAPLApple Inc.
7.9%Added +2%
MSFTMicrosoft Corp
5.1%+4%
ABBVAbbVie Inc.
3.9%−5%
JPMJPMorgan Chase & Co
3.7%−5%
CSCOCisco Systems, Inc.
3.6%
SNASnap-on Inc
3.4%
DELLDell Technologies Inc.
3.3%
NVDANVIDIA Corp
3.0%
TXNTexas Instruments Inc
2.9%
JNJ2.8%GD2.8%AMGN2.6%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
AAPL Apple Inc. 7.9% Added +2%MSFT Microsoft Corp 5.1% Added +4%ABBV AbbVie Inc. 3.9% Trimmed −5%JPM JPMorgan Chase & Co 3.7% Trimmed −5%CSCO Cisco Systems, Inc. 3.6% HeldSNA Snap-on Inc 3.4% Trimmed −4%DELL Dell Technologies Inc. 3.3% Added +3%NVDA NVIDIA Corp 3.0% Added +6%TXN Texas Instruments Inc 2.9% Trimmed −4%JNJ Johnson & Johnson 2.8% Trimmed −6%GD General Dynamics Corp 2.8% Trimmed −5%AMGN Amgen Inc 2.6% Trimmed −7%
What changed
Biggest moves since Mar 31, 2026
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