KENSINGTON INVESTMENT COUNSEL, LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | MKC | 83K | $5.53M |
 | AAPL | 61K | $15.60M |
 | CPRT | 54K | $2.42M |
 | EPAC | 49K | $2.02M |
 | WSM | 45K | $8.79M |
 | ABBV | 36K | $8.37M |
 | MRK | 36K | $3.00M |
 | PEP | 36K | $5.03M |
 | PG | 34K | $5.26M |
 | EXLS | 34K | $1.51M |
 | ROL | 34K | $1.97M |
 | TTD | 34K | $1.65M |
 | CNI | 33K | $3.08M |
 | MSFT | 30K | $15.52M |
 | NVDA | 28K | $5.31M |
 | CHD | 28K | $2.46M |
 | JPM | 27K | $8.42M |
 | CBZ | 27K | $1.41M |
 | RSG | 26K | $6.06M |
 | QCOM | 26K | $4.38M |
McCormick & Company, Incorporated
MKC
Shares Held
83K
Value
$5.53M
Apple Inc.
AAPL
Shares Held
61K
Value
$15.60M
Copart, Inc.
CPRT
Shares Held
54K
Value
$2.42M
Enerpac Tool Group Corp.
EPAC
Shares Held
49K
Value
$2.02M
Williams-Sonoma, Inc.
WSM
Shares Held
45K
Value
$8.79M
AbbVie Inc.
ABBV
Shares Held
36K
Value
$8.37M
Merck & Co., Inc.
MRK
Shares Held
36K
Value
$3.00M
PepsiCo, Inc.
PEP
Shares Held
36K
Value
$5.03M
The Procter & Gamble Company
PG
Shares Held
34K
Value
$5.26M
ExlService Holdings, Inc.
EXLS
Shares Held
34K
Value
$1.51M
Rollins, Inc.
ROL
Shares Held
34K
Value
$1.97M
The Trade Desk, Inc.
TTD
Shares Held
34K
Value
$1.65M
Canadian National Railway Company
CNI
Shares Held
33K
Value
$3.08M
Microsoft Corporation
MSFT
Shares Held
30K
Value
$15.52M
NVIDIA Corporation
NVDA
Shares Held
28K
Value
$5.31M
Church & Dwight Co., Inc.
CHD
Shares Held
28K
Value
$2.46M
JPMorgan Chase & Co.
JPM
Shares Held
27K
Value
$8.42M
CBIZ, Inc.
CBZ
Shares Held
27K
Value
$1.41M
Republic Services, Inc.
RSG
Shares Held
26K
Value
$6.06M
QUALCOMM Incorporated
QCOM
Shares Held
26K
Value
$4.38M