Kensington Investment Counsel, LLC — 13F holdings

Kensington Investment Counsel, LLC reported 85 holdings worth $230M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. AAPL APPLE INC — $18.1M (7.9%)
2. MSFT MICROSOFT CORP — $11.7M (5.1%)
3. ABBV ABBVIE INC — $9.01M (3.9%)
4. JPM JPMorgan Chase & Co. — $8.59M (3.7%)
5. CSCO CISCO SYS INC — $8.22M (3.6%)
6. SNA SNAP ON INC — $7.75M (3.4%)
7. DELL Dell Technologies Inc — $7.60M (3.3%)
8. NVDA NVIDIA CORPORATION — $6.82M (3.0%)
9. TXN TEXAS INSTRS INC — $6.63M (2.9%)
10. JNJ Johnson & Johnson — $6.52M (2.8%)