Stock Taper 
KENSINGTON INVESTMENT COUNSEL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Roper Technologies, Inc. | ROP | 2.57K | $870K |
 Altria Group, Inc. | MO | 2.95K | $212.47K |
 Meta Platforms, Inc. | META | 3.67K | $2.07M |
 Five Below, Inc. | FIVE | 3.82K | $686.8K |
 ResMed Inc. | RMD | 4.17K | $813.04K |
 Nasdaq, Inc. | NDAQ | 4.33K | $341.45K |
 Illinois Tool Works Inc. | ITW | 4.44K | $1.2M |
 The Sherwin-Williams Company | SHW | 4.63K | $1.59M |
 Palo Alto Networks, Inc. | PANW | 4.7K | $1.6M |
 Danaher Corporation | DHR | 4.83K | $919.64K |
 Blackstone Inc. | BX | 4.85K | $570.58K |
 DICK'S Sporting Goods, Inc. | DKS | 5.24K | $1.19M |
 Mastercard Incorporated | MA | 5.29K | $2.72M |
 Freeport-McMoRan Inc. | FCX | 5.89K | $370.42K |
 Hyatt Hotels Corporation | H | 5.94K | $1.15M |
 Netflix, Inc. | NFLX | 5.97K | $426.12K |
 Broadcom Inc. | AVGO | 6.33K | $2.39M |
 Ross Stores, Inc. | ROST | 7.45K | $1.59M |
 UnitedHealth Group Incorporated | UNH | 8.02K | $3.33M |
 Honeywell International Inc. | HON | 8.11K | $1.82M |