KENSINGTON INVESTMENT COUNSEL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HAL | 82K | $3.21M |
 | SLB | 82K | $4.21M |
 | CSCO | 71K | $5.54M |
 | AAPL | 61K | $15.56M |
 | MRK | 39K | $4.72M |
 | ABBV | 38K | $8.16M |
 | PEP | 37K | $5.82M |
 | CNI | 33K | $3.42M |
 | NVDA | 32K | $5.60M |
 | MSFT | 30K | $11.20M |
 | JPM | 28K | $8.12M |
 | RSG | 28K | $6.04M |
 | QCOM | 27K | $3.53M |
 | JNJ | 27K | $6.70M |
 | WSM | 25K | $4.60M |
 | TXN | 23K | $4.50M |
 | BR | 20K | $3.29M |
 | SNA | 20K | $7.32M |
 | CHD | 19K | $1.80M |
 | GD | 19K | $6.56M |
Halliburton Company
HAL
Shares Held
82K
Value
$3.21M
Slb N.V.
SLB
Shares Held
82K
Value
$4.21M
Cisco Systems, Inc.
CSCO
Shares Held
71K
Value
$5.54M
Apple Inc.
AAPL
Shares Held
61K
Value
$15.56M
Merck & Co., Inc.
MRK
Shares Held
39K
Value
$4.72M
AbbVie Inc.
ABBV
Shares Held
38K
Value
$8.16M
PepsiCo, Inc.
PEP
Shares Held
37K
Value
$5.82M
Canadian National Railway Company
CNI
Shares Held
33K
Value
$3.42M
NVIDIA Corporation
NVDA
Shares Held
32K
Value
$5.60M
Microsoft Corporation
MSFT
Shares Held
30K
Value
$11.20M
JPMorgan Chase & Co.
JPM
Shares Held
28K
Value
$8.12M
Republic Services, Inc.
RSG
Shares Held
28K
Value
$6.04M
QUALCOMM Incorporated
QCOM
Shares Held
27K
Value
$3.53M
Johnson & Johnson
JNJ
Shares Held
27K
Value
$6.70M
Williams-Sonoma, Inc.
WSM
Shares Held
25K
Value
$4.60M
Texas Instruments Incorporated
TXN
Shares Held
23K
Value
$4.50M
Broadridge Financial Solutions, Inc.
BR
Shares Held
20K
Value
$3.29M
Snap-on Incorporated
SNA
Shares Held
20K
Value
$7.32M
Church & Dwight Co., Inc.
CHD
Shares Held
19K
Value
$1.80M
General Dynamics Corporation
GD
Shares Held
19K
Value
$6.56M