Kensington Investment Counsel, LLC Incresed Positions in Q2 2025

Kensington Investment Counsel, LLC

  • $232 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
713
+ 2.5%
$354.56 - $497.45 $253K - $355K
29.2K $14.5M
NVDA
Nvidia Corp

Technology
1.04K
+ 4.1%
$94.31 - $157.99 $98.2K - $164K
26.5K $4.18M
JPM
Jpmorgan Chase & CO

Financial Services
662
+ 2.59%
$210.28 - $289.91 $139K - $192K
26.2K $7.6M
QQQ
Invesco Qqq Trust, Series 1

ETFs
129
+ 1.74%
$416.06 - $551.64 $53.7K - $71.2K
7.53K $4.15M
TTD
Trade Desk, Inc.

Technology
362
+ 1.0%
$45.27 - $79.4 $16.4K - $28.7K
36.4K $2.62M
AVGO
Broadcom Inc.

Technology
69
+ 1.32%
$146.29 - $275.65 $10.1K - $19K
5.3K $1.46M
DUOL
Duolingo, Inc.

Technology
25
+ 0.46%
$292.88 - $540.68 $7.32K - $13.5K
5.52K $2.26M
DELL
Dell Technologies Inc.

Technology
703
+ 5.2%
$71.63 - $125.98 $50.4K - $88.6K
14.2K $1.74M
GD
General Dynamics Corp

Industrials
558
+ 3.23%
$247.68 - $291.66 $138K - $163K
17.8K $5.2M
GOOGL
Alphabet Inc.

Communication Services
170
+ 0.97%
$144.7 - $178.6 $24.6K - $30.4K
17.6K $3.11M
AMZN
Amazon Com Inc

Consumer Cyclical
272
+ 3.13%
$167.32 - $223.3 $45.5K - $60.7K
8.96K $1.97M
INTU
Intuit Inc

Technology
6
+ 0.34%
$544.07 - $787.63 $3.26K - $4.73K
1.76K $1.38M
RSG
Republic Services, Inc.

Industrials
751
+ 2.97%
$227.2 - $258.07 $171K - $194K
26K $6.42M
META
Meta Platforms, Inc.

Communication Services
24
+ 1.44%
$484.66 - $738.09 $11.6K - $17.7K
1.69K $1.25M
QCOM
Qualcomm Inc

Technology
683
+ 2.76%
$124.66 - $159.48 $85.1K - $109K
25.4K $4.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
209
+ 26.52%
$496.48 - $617.85 $104K - $129K
997 $615K
BR
Broadridge Financial Solutions, Inc.

Technology
603
+ 3.14%
$217.22 - $246.25 $131K - $148K
19.8K $4.81M
PANW
Palo Alto Networks Inc

Technology
15
+ 0.34%
$152.44 - $204.64 $2.29K - $3.07K
4.45K $910K
TXN
Texas Instruments Inc

Technology
751
+ 3.64%
N/A
21.4K $4.16M
AMD
Advanced Micro Devices Inc

Technology
29
+ 0.9%
$78.21 - $143.81 $2.27K - $4.17K
3.27K $463K
HD
Home Depot, Inc.

Consumer Cyclical
249
+ 1.73%
$335.24 - $380.78 $83.5K - $94.8K
14.6K $5.35M
NVS
Novartis Ag

Healthcare
9
+ 0.1%
$101.96 - $121.01 $918 - $1.09K
9.1K $1.1M
GOOG
Alphabet Inc.

Communication Services
113
+ 4.16%
$146.58 - $180.01 $16.6K - $20.3K
2.83K $501K
CSCO
Cisco Systems, Inc.

Technology
88
+ 1.18%
$53.19 - $69.38 $4.68K - $6.11K
7.54K $523K
COST
Costco Wholesale Corp

Consumer Defensive
9
+ 1.03%
$908.13 - $1056.85 $8.17K - $9.51K
885 $876K
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
355
+ 5.53%
$167.22 - $212.42 $59.4K - $75.4K
6.77K $1.34M
MO
Altria Group, Inc.

Consumer Defensive
13
+ 0.25%
$55.56 - $60.91 $722 - $792
5.19K $304K
CVX
Chevron Corp

Energy
13
+ 0.72%
$133.73 - $168.51 $1.74K - $2.19K
1.82K $260K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
7
+ 0.47%
$421.16 - $509.5 $2.95K - $3.57K
1.5K $669K
ACN
Accenture PLC

Technology
431
+ 2.95%
$279.23 - $323.21 $120K - $139K
15K $4.49M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 3.66%
$483.48 - $539.8 $43.5K - $48.6K
2.55K $1.24M
AVB
Avalonbay Communities Inc

Real Estate
526
+ 3.2%
$187.23 - $215.61 $98.5K - $113K
17K $3.46M
PG
Procter & Gamble CO

Consumer Defensive
1.2K
+ 3.66%
$157.66 - $172.39 $190K - $207K
34K $5.42M
JNJ
Johnson & Johnson

Healthcare
701
+ 2.88%
$146.36 - $159.82 $103K - $112K
25.1K $3.83M
MRK
Merck & Co., Inc.

Healthcare
1.26K
+ 2.97%
$73.47 - $87.12 $92.3K - $109K
43.5K $3.44M
AMGN
Amgen Inc

Healthcare
509
+ 3.17%
$262.28 - $309.85 $134K - $158K
16.6K $4.63M
PEP
Pepsico Inc

Consumer Defensive
1.56K
+ 4.64%
$128.02 - $151.37 $199K - $236K
35.1K $4.64M
SNA
Snap On Inc

Industrials
445
+ 2.11%
$292.36 - $342.2 $130K - $152K
21.5K $6.7M
MKC
Mccormick & CO Inc

Consumer Defensive
1.65K
+ 1.98%
$71.11 - $82.25 $117K - $135K
84.7K $6.42M
ABBV
Abb Vie Inc.

Healthcare
1.23K
+ 3.58%
$170.16 - $206.27 $209K - $254K
35.6K $6.61M
AAPL
Apple Inc.

Technology
1.27K
+ 2.18%
$172.42 - $223.89 $219K - $285K
59.6K $12.2M
WSO
Watsco Inc

Industrials
339
+ 1.77%
$421.84 - $520.66 $143K - $177K
19.5K $8.61M
Activity Summary
Buys All Purchases 51 New Holdings 8 Increased Positions 43 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Kensington Investment Counsel, LLC Portfolio

Follow Kensington Investment Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Kensington Investment Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Kensington Investment Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email