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Jeffrey Wimbish

Kensington Investment Counsel, Llc

Assets Managed
$207.728M
Holdings
83
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-15.62%(2Q avg: -7.67%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Kensington Investment Counsel, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Kensington Investment Counsel, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 207.728M in assets, with a quarterly growth rate of -15.62% and a 2-quarter average growth rate of -7.67%. The portfolio is managed by Jeffrey Wimbish, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AAPL
Apple Inc
Recent Activity
Decreased -2.14%
7.49%
$15.557M
61,300 shares@ $253.79 avg price
MSFT
Microsoft Corp
Recent Activity
Increased 1.69%
5.39%
$11.195M
30,243 shares@ $370.17 avg price
ABBV
Abbvie Inc
Recent Activity
Increased 1.33%
3.93%
$8.159M
37,513 shares@ $217.49 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Increased 2.72%
3.91%
$8.117M
27,593 shares@ $294.17 avg price
SNA
Snap-on Inc
Recent Activity
Decreased -5.65%
3.53%
$7.319M
20,151 shares@ $363.23 avg price
JNJ
Johnson & Johnson
Recent Activity
Increased 2.8%
3.23%
$6.7M
27,409 shares@ $244.45 avg price
GD
General Dynamics Corp
Recent Activity
Increased 1.19%
3.16%
$6.561M
19,116 shares@ $343.23 avg price
AMGN
Amgen Inc
Recent Activity
Decreased -2.52%
2.99%
$6.198M
17,615 shares@ $351.86 avg price
RSG
Republic Services Inc
Recent Activity
Increased 0.57%
2.91%
$6.038M
27,570 shares@ $219.02 avg price
PEP
Pepsico Inc
Recent Activity
Decreased -1.29%
2.81%
$5.819M
37,471 shares@ $155.3 avg price

1-10 of 83