Kensington Investment Counsel, LLC - Q42025 Holdings

Kensington Investment Counsel, LLC holds 104 stocks with a total portfolio value of $ 246.19M as of Q42025. In Q42025, Kensington Investment Counsel, LLC added 8 new positions, increased stakes in 41 stocks, reduced 43 holdings, and fully exited 8 positions. The largest holding is Apple Inc Com (AAPL), representing 6.92% of the total portfolio.