Kensington Investment Counsel, LLC - Q12026 Holdings

Kensington Investment Counsel, LLC holds 83 stocks with a total portfolio value of $ 207.73M as of Q12026. In Q12026, Kensington Investment Counsel, LLC added 5 new positions, increased stakes in 19 stocks, reduced 49 holdings, and fully exited 26 positions. The largest holding is Apple Inc Com (AAPL), representing 7.49% of the total portfolio.