KENSINGTON INVESTMENT COUNSEL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MKC | 70K | $4.77M |
 | AAPL | 63K | $17.03M |
 | CPRT | 59K | $2.31M |
 | EPAC | 43K | $1.64M |
 | WSM | 43K | $7.65M |
 | MRK | 38K | $4.04M |
 | PEP | 38K | $5.45M |
 | ABBV | 37K | $8.46M |
 | CNI | 34K | $3.34M |
 | NVDA | 31K | $5.84M |
 | PG | 31K | $4.49M |
 | CARG | 31K | $1.18M |
 | EXLS | 30K | $1.26M |
 | MSFT | 30K | $14.38M |
 | ROL | 29K | $1.75M |
 | RSG | 27K | $5.81M |
 | QCOM | 27K | $4.68M |
 | JPM | 27K | $8.66M |
 | JNJ | 27K | $5.52M |
 | TTD | 25K | $955.91K |
McCormick & Company, Incorporated
MKC
Shares Held
70K
Value
$4.77M
Apple Inc.
AAPL
Shares Held
63K
Value
$17.03M
Copart, Inc.
CPRT
Shares Held
59K
Value
$2.31M
Enerpac Tool Group Corp.
EPAC
Shares Held
43K
Value
$1.64M
Williams-Sonoma, Inc.
WSM
Shares Held
43K
Value
$7.65M
Merck & Co., Inc.
MRK
Shares Held
38K
Value
$4.04M
PepsiCo, Inc.
PEP
Shares Held
38K
Value
$5.45M
AbbVie Inc.
ABBV
Shares Held
37K
Value
$8.46M
Canadian National Railway Company
CNI
Shares Held
34K
Value
$3.34M
NVIDIA Corporation
NVDA
Shares Held
31K
Value
$5.84M
The Procter & Gamble Company
PG
Shares Held
31K
Value
$4.49M
CarGurus, Inc.
CARG
Shares Held
31K
Value
$1.18M
ExlService Holdings, Inc.
EXLS
Shares Held
30K
Value
$1.26M
Microsoft Corporation
MSFT
Shares Held
30K
Value
$14.38M
Rollins, Inc.
ROL
Shares Held
29K
Value
$1.75M
Republic Services, Inc.
RSG
Shares Held
27K
Value
$5.81M
QUALCOMM Incorporated
QCOM
Shares Held
27K
Value
$4.68M
JPMorgan Chase & Co.
JPM
Shares Held
27K
Value
$8.66M
Johnson & Johnson
JNJ
Shares Held
27K
Value
$5.52M
The Trade Desk, Inc.
TTD
Shares Held
25K
Value
$955.91K