Kensington Investment Counsel, LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $239 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14.2M, Microsoft Corp with a value of $11.6M, Williams Sonoma Inc with a value of $9.49M, Watsco Inc with a value of $8.74M, and Snap On Inc with a value of $6.89M.
Examining the 13F form we can see an increase of $1.12M in the current position value, from $238M to 239M.
Below you can find more details about Kensington Investment Counsel, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$239 Million
Technology: $69 Million
Industrials: $49.8 Million
Healthcare: $31.4 Million
Consumer Cyclical: $31 Million
Financial Services: $23.6 Million
Consumer Defensive: $19.6 Million
Communication Services: $5.15 Million
ETFs: $3.72 Million
Other: $5.68 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
