StockDriftsStockDriftsTop 50 Kensington Investment Counsel, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC COM | 7.49% | 61.3K | $15.6M | -2.15%(-1.34K) | $143.61(+114.90%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP COM | 5.39% | 30.2K | $11.2M | +1.68%(+501) | $266.30(+46.64%) | 2026-03-31 | |
| ABBV | ABBVIE INC COM | 3.93% | 37.5K | $8.2M | +1.33%(+492) | $134.89(+93.54%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO COM | 3.91% | 27.6K | $8.1M | +2.72%(+730) | $167.11(+100.15%) | 2026-03-31 | |
| SNA | SNAP ON INC COM | 3.52% | 20.2K | $7.3M | -5.66%(-1.21K) | $239.47(+72.09%) | 2026-03-31 | |
| JNJ | JOHNSON & JOHNSON COM | 3.23% | 27.4K | $6.7M | +2.80%(+746) | $159.85(+64.55%) | 2026-03-31 | |
| GD | GENERAL DYNAMICS CORP COM | 3.16% | 19.1K | $6.6M | +1.18%(+223) | $224.63(+66.29%) | 2026-03-31 | |
| AMGN | AMGEN INC COM | 2.98% | 17.6K | $6.2M | -2.52%(-456) | $259.89(+43.96%) | 2026-03-31 | |
| RSG | REPUBLIC SVCS INC COM | 2.91% | 27.6K | $6.0M | +0.56%(+154) | $133.20(+63.17%) | 2026-03-31 | |
| PEP | PEPSICO INC COM | 2.8% | 37.5K | $5.8M | -1.30%(-492) | $151.31(-4.68%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.77% | +25.16% |
| Top 20 Holdings Unweighted | +6.62% | +21.21% |
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