SEC Form 13F

Kensington Investment Counsel, LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-15
Reported value$230,241,808
Positions85

Largest disclosed positions

IssuerTickerClassReported valueReported amount
APPLE INC COMAAPLStock$18,097,15362,542
MICROSOFT CORP COMMSFTStock$11,693,81631,349
ABBVIE INC COMABBVStock$9,005,18935,786
JPMORGAN CHASE & CO COMJPMStock$8,591,75826,248
CISCO SYS INC COMCSCOStock$8,224,90270,023
SNAP ON INC COMSNAStock$7,747,00519,252
DELL TECHNOLOGIES INC CL CDELLStock$7,599,77217,614
NVIDIA CORPORATION COMNVDAStock$6,819,46734,082
TEXAS INSTRS INC COMTXNStock$6,628,47922,238
JOHNSON & JOHNSON COMJNJStock$6,517,63225,663

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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