Stock Taper 
KENSINGTON INVESTMENT COUNSEL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Halliburton Company | HAL | 77.84K | $2.64M |
 Slb N.V. | SLB | 77.05K | $3.58M |
 Cisco Systems, Inc. | CSCO | 70.02K | $8.22M |
 Apple Inc. | AAPL | 62.54K | $18.1M |
 Merck & Co., Inc. | MRK | 37.33K | $4.8M |
 AbbVie Inc. | ABBV | 35.79K | $9.01M |
 PepsiCo, Inc. | PEP | 35.44K | $4.8M |
 NVIDIA Corporation | NVDA | 34.08K | $6.82M |
 Canadian National Railway Company | CNI | 31.83K | $3.8M |
 Microsoft Corporation | MSFT | 31.35K | $11.69M |
 JPMorgan Chase & Co. | JPM | 26.25K | $8.59M |
 QUALCOMM Incorporated | QCOM | 26.22K | $4.85M |
 Republic Services, Inc. | RSG | 26.08K | $5.56M |
 Johnson & Johnson | JNJ | 25.66K | $6.52M |
 Williams-Sonoma, Inc. | WSM | 24.88K | $5.8M |
 Texas Instruments Incorporated | TXN | 22.24K | $6.63M |
 Snap-on Incorporated | SNA | 19.25K | $7.75M |
 Church & Dwight Co., Inc. | CHD | 19.2K | $1.86M |
 General Dynamics Corporation | GD | 18.18K | $6.44M |
 Dell Technologies Inc. | DELL | 17.61K | $7.6M |