Kensington Investment Counsel, LLC
Kensington Investment Counsel, LLC (KIC) is a SEC-registered investment adviser headquartered in Long Beach, California. Founded in 1994 by Richard G. Wimbish, KIC provides investment advisory services primarily for individuals (including high net worth individuals), trusts, corporations, and public employee organizations. As of March 2024, the firm manages discretionary accounts and has 4 employees, with all serving as investment personnel. KIC is independently owned and does not operate subsidiaries or affiliated entities.
Investment Strategy
Kensington Investment Counsel, LLC structures individual client portfolios based on personalized investment objectives, employing an active management approach. The firm manages accounts on a discretionary basis, purchasing and selling securities with the goal of maximizing performance. Investment decisions are informed by economic trends, securities markets, industry, and company-specific research. KIC does not participate in wrap fee programs and tailors strategies to each client's needs. In 2024, the firm launched a new strategy, American Ingenuity, further diversifying its investment capabilities. KIC’s portfolio is primarily composed of equity securities selected for long-term growth, with top holdings in technology and blue-chip companies.
Top Holdings
Equity Positions (100)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT CORP COM | 6.23% | $14.5M | 29,194 | $343.38 | $497.41 | +$3.8M |
A AAPL | APPLE INC COM | 5.25% | $12.2M | 59,647 | $181.08 | $205.17 | -$729.3K |
W WSO | WATSCO INC COM | 3.69% | $8.6M | 19,488 | $326.89 | $441.62 | -$1.1M |
J JPM | JPMORGAN CHASE & CO. COM | 3.26% | $7.6M | 26,228 | $172.22 | $289.91 | +$1.3M |
W WSM | WILLIAMS SONOMA INC COM | 3.24% | $7.5M | 46,183 | $86.51 | $163.37 | +$361.5K |