Kensington Investment Counsel, LLC

Q4 2025 13F Holdings

  • Location
    long beach, CA
  • Num holdings

    104

  • Value ($000)

    $246,186

  • Date Filed
    02/17/2026
  • Form type
    13F-HR
  • CIK
    0001845536
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
AAPL

APPLE INC COM

STOCK
$17.03M
7 %

62,644

MSFT

MICROSOFT CORP COM

STOCK
$14.38M
6 %

29,742

JPM

JPMORGAN CHASE & CO COM

STOCK
$8.66M
4 %

26,863

ABBV

ABBVIE INC COM

STOCK
$8.46M
3 %

37,021

WSM

WILLIAMS SONOMA INC COM

STOCK
$7.65M
3 %

42,856

SNA

SNAP ON INC COM

STOCK
$7.36M
3 %

21,359

GD

GENERAL DYNAMICS CORP COM

STOCK
$6.36M
3 %

18,893

AMGN

AMGEN INC COM

STOCK
$5.91M
2 %

18,071

NVDA

NVIDIA CORPORATION COM

STOCK
$5.84M
2 %

31,337

RSG

REPUBLIC SVCS INC COM

STOCK
$5.81M
2 %

27,416

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