Stock Taper 
KENSINGTON INVESTMENT COUNSEL, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Novartis AG | NVS | 8.46K | $1.33M |
 AMETEK, Inc. | AME | 9.1K | $2.2M |
 Amazon.com, Inc. | AMZN | 9.53K | $2.27M |
 Union Pacific Corporation | UNP | 11.28K | $3.07M |
 Watsco, Inc. | WSO | 13.12K | $5.47M |
| AV AVALONBAY CMNTYS INC COM | AVB | 13.14K | $2.48M |
 The Home Depot, Inc. | HD | 14.46K | $5.1M |
 Monster Beverage Corporation | MNST | 14.86K | $1.43M |
 Enerpac Tool Group Corp. | EPAC | 14.99K | $537.44K |
 Alphabet Inc. | GOOGL | 16.35K | $5.84M |
 Broadridge Financial Solutions, Inc. | BR | 16.44K | $2.25M |
 Amgen Inc. | AMGN | 16.45K | $5.96M |
 Copart, Inc. | CPRT | 17.27K | $486.79K |
 Rollins, Inc. | ROL | 17.48K | $729.41K |
 Dell Technologies Inc. | DELL | 17.61K | $7.6M |
 General Dynamics Corporation | GD | 18.18K | $6.44M |
 Church & Dwight Co., Inc. | CHD | 19.2K | $1.86M |
 Snap-on Incorporated | SNA | 19.25K | $7.75M |
 Texas Instruments Incorporated | TXN | 22.24K | $6.63M |
 Williams-Sonoma, Inc. | WSM | 24.88K | $5.8M |