Kensington Investment Counsel, LLC quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Kensington Investment Counsel, LLC opened 8 positions, added to 9, reduced 52, sold out of 7 and left 7 unchanged. The largest increase in value was DELL (+$4,797,241); the largest decrease was HONZZZZ (-$3,864,435).
- DELL: Country of operation United States; Class Stock; Shares 2026-03-31 17,075; Shares 2026-06-30 17,614.
- AAPL: Country of operation United States; Class Stock; Shares 2026-03-31 61,300; Shares 2026-06-30 62,542.
- NVDA: Country of operation United States; Class Stock; Shares 2026-03-31 32,137; Shares 2026-06-30 34,082.
- AMD: Country of operation United States; Class Stock; Shares 2026-03-31 2,231; Shares 2026-06-30 2,284.
Two Form 13F-HR filings compared (SEC CIK 1845536): 2026-03-31 (filed 2026-05-19) and 2026-06-30 (filed 2026-08-14). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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