Stock Taper 
KENSINGTON INVESTMENT COUNSEL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Micron Technology, Inc. | MU | 319 | $368.22K |
 Chubb Limited | CB | 597 | $203.42K |
 Thermo Fisher Scientific Inc. | TMO | 632 | $316.86K |
 Markel Corporation | MKL | 679 | $1.33M |
 Applied Materials, Inc. | AMAT | 754 | $545.14K |
 Northrop Grumman Corporation | NOC | 783 | $398.79K |
 International Business Machines Corporation | IBM | 825 | $232K |
 Linde plc | LIN | 1.13K | $584.33K |
 The Boeing Company | BA | 1.25K | $271.67K |
 Costco Wholesale Corporation | COST | 1.26K | $1.18M |
 Tesla, Inc. | TSLA | 1.38K | $578.75K |
 Waters Corporation | WAT | 1.43K | $535.93K |
 Vertex Pharmaceuticals Incorporated | VRTX | 1.5K | $745.1K |
 CrowdStrike Holdings, Inc. | CRWD | 1.69K | $1.29M |
 Repligen Corporation | RGEN | 1.75K | $238.36K |
 Intel Corp. | INTC | 1.89K | $263.34K |
 Eli Lilly and Company | LLY | 2.04K | $2.45M |
 Alphabet Inc. | GOOG | 2.15K | $757.89K |
 Advanced Micro Devices, Inc. | AMD | 2.28K | $1.33M |
 Berkshire Hathaway Inc. | BRK-B | 2.5K | $1.25M |