# EDGAR Filing Document

**Accession Number:** 0001845536
**File Stem:** 0001845536-26-000002
**Filing Date:** 2026-5
**Character Count:** 12158
**Document Hash:** b088518aa49f49ec81fc20a12ffd6b93
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001845536-26-000002.hdr.sgml**: 20260519

**ACCESSION NUMBER**: 0001845536-26-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20260331

**FILED AS OF DATE**: 20260519

**DATE AS OF CHANGE**: 20260518

**EFFECTIVENESS DATE**: 20260519

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** Kensington Investment Counsel, LLC
- **CENTRAL INDEX KEY:** 0001845536

**ORGANIZATION NAME:**
- **EIN:** 472583756
- **STATE OF INCORPORATION:** CA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20923
- **FILM NUMBER:** 26995636

**BUSINESS ADDRESS:**
- **STREET 1:** 5580 E 2ND STREET
- **STREET 2:** SUITE 209
- **CITY:** LONG BEACH
- **STATE:** CA
- **ZIP:** 90803
- **BUSINESS PHONE:** 562-983-6677

**MAIL ADDRESS:**
- **STREET 1:** 5580 E 2ND STREET
- **STREET 2:** SUITE 209
- **CITY:** LONG BEACH
- **STATE:** CA
- **ZIP:** 90803

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 03-31-2026

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** Kensington Investment Counsel LLC<br>**Address:** 5580 E 2ND STREET<br>SUITE 209<br>LONG BEACH, CA 90803

**Form 13F File Number:** 028-20923

**CRD Number (if applicable):** 000108012

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Jeffrey Wimbish<br>**Title:** Managing Member<br>**Phone:** 5629836677

**Signature, Place, and Date of Signing:**

Jeffrey Wimbish  Long Beach, CA  05-18-2026<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 83

**Form 13F Information Table Value Total:** $207728431

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON COM INC COM | Stock | 023135106 |  | 2027092 | 9733 | SH |  | SOLE | 0 | 9733 | 0 | 0 |
| ROLLINS INC COM | Stock | 775711104 |  | 953208 | 17847 | SH |  | SOLE | 0 | 17847 | 0 | 0 |
| INVESCO QQQ TRUST SERIES I | ETF | 46090E103 |  | 5255718 | 9106 | SH |  | SOLE | 0 | 9105 | 0 | 0 |
| STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF | ETF | 81369Y803 |  | 882589 | 6641 | SH |  | SOLE | 0 | 6641 | 0 | 0 |
| MONSTER BEVERAGE CORP NEW COM | Stock | 61174X109 |  | 1079726 | 14901 | SH |  | SOLE | 0 | 14901 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 6699856 | 27409 | SH |  | SOLE | 0 | 27409 | 0 | 0 |
| WILLIAMS SONOMA INC COM | Stock | 969904101 |  | 4598910 | 25223 | SH |  | SOLE | 0 | 25223 | 0 | 0 |
| COSTCO WHOLESALE CORPORATION COM | Stock | 22160K105 |  | 1264470 | 1269 | SH |  | SOLE | 0 | 1269 | 0 | 0 |
| WATSCO INC COM | Stock | 942622200 |  | 4864600 | 13372 | SH |  | SOLE | 0 | 13372 | 0 | 0 |
| AVALONBAY CMNTYS INC COM | REIT | 053484101 |  | 2319080 | 14197 | SH |  | SOLE | 0 | 14197 | 0 | 0 |
| WATERS CORP COM | Stock | 941848103 |  | 429725 | 1443 | SH |  | SOLE | 0 | 1443 | 0 | 0 |
| MERCK  CO INC COM | Stock | 58933Y105 |  | 4718375 | 39225 | SH |  | SOLE | 0 | 39225 | 0 | 0 |
| STATE STREET SPDR S 500 ETF | ETF | 78462F103 |  | 757984 | 1166 | SH |  | SOLE | 0 | 1165 | 0 | 0 |
| MASTERCARD INCORPORATED CL A | Stock | 57636Q104 |  | 2661689 | 5327 | SH |  | SOLE | 0 | 5327 | 0 | 0 |
| ILLINOIS TOOL WKS INC COM | Stock | 452308109 |  | 1158551 | 4451 | SH |  | SOLE | 0 | 4451 | 0 | 0 |
| VERTEX PHARMACEUTICALS INC COM | Stock | 92532F100 |  | 693477 | 1553 | SH |  | SOLE | 0 | 1553 | 0 | 0 |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | Stock | 192446102 |  | 245891 | 4008 | SH |  | SOLE | 0 | 4008 | 0 | 0 |
| SNAP ON INC COM | Stock | 833034101 |  | 7319376 | 20151 | SH |  | SOLE | 0 | 20151 | 0 | 0 |
| SHERWIN WILLIAMS CO COM | Stock | 824348106 |  | 1508829 | 4707 | SH |  | SOLE | 0 | 4707 | 0 | 0 |
| PEPSICO INC COM | Stock | 713448108 |  | 5818929 | 37471 | SH |  | SOLE | 0 | 37471 | 0 | 0 |
| HONEYWELL INTL INC COM | Stock | 438516106 |  | 3864435 | 17097 | SH |  | SOLE | 0 | 17097 | 0 | 0 |
| HOME DEPOT INC COM | Stock | 437076102 |  | 5297431 | 16107 | SH |  | SOLE | 0 | 16107 | 0 | 0 |
| BROADRIDGE FINL SOLUTIONS INC COM | Stock | 11133T103 |  | 3291520 | 20258 | SH |  | SOLE | 0 | 20258 | 0 | 0 |
| BERKSHIRE HATHAWAY INC DEL CL B NEW | Stock | 084670702 |  | 1150559 | 2401 | SH |  | SOLE | 0 | 2401 | 0 | 0 |
| ALPHABET INC CAP STK CL A | Stock | 02079K305 |  | 4795926 | 16678 | SH |  | SOLE | 0 | 16678 | 0 | 0 |
| HALLIBURTON CO COM | Stock | 406216101 |  | 3214336 | 82440 | SH |  | SOLE | 0 | 82440 | 0 | 0 |
| MICROSOFT CORP COM | Stock | 594918104 |  | 11195051 | 30243 | SH |  | SOLE | 0 | 30243 | 0 | 0 |
| SLB LIMITED COM STK | Stock | 806857108 |  | 4206580 | 81856 | SH |  | SOLE | 0 | 81856 | 0 | 0 |
| BOEING CO COM | Stock | 097023105 |  | 249783 | 1255 | SH |  | SOLE | 0 | 1255 | 0 | 0 |
| COPART INC COM | Stock | 217204106 |  | 584187 | 17596 | SH |  | SOLE | 0 | 17596 | 0 | 0 |
| NIKE INC CL B | Stock | 654106103 |  | 275139 | 5209 | SH |  | SOLE | 0 | 5209 | 0 | 0 |
| HYATT HOTELS CORP COM CL A | Stock | 448579102 |  | 860871 | 5987 | SH |  | SOLE | 0 | 5987 | 0 | 0 |
| TESLA INC COM | Stock | 88160R101 |  | 670265 | 1803 | SH |  | SOLE | 0 | 1803 | 0 | 0 |
| LINDE PLC SHS | Stock | G54950103 |  | 558226 | 1126 | SH |  | SOLE | 0 | 1126 | 0 | 0 |
| DELL TECHNOLOGIES INC CL C | Stock | 24703L202 |  | 2802531 | 17075 | SH |  | SOLE | 0 | 17075 | 0 | 0 |
| VANGUARD S 500 ETF | ETF | 922908363 |  | 320909 | 537 | SH |  | SOLE | 0 | 537 | 0 | 0 |
| TRANSMEDICS GROUP INC COM | Stock | 89377M109 |  | 824208 | 8291 | SH |  | SOLE | 0 | 8291 | 0 | 0 |
| CROWDSTRIKE HLDGS INC CL A | Stock | 22788C105 |  | 666820 | 1708 | SH |  | SOLE | 0 | 1708 | 0 | 0 |
| ELI LILLY  CO COM | Stock | 532457108 |  | 1877251 | 2041 | SH |  | SOLE | 0 | 2041 | 0 | 0 |
| REPLIGEN CORP COM | Stock | 759916109 |  | 248247 | 2107 | SH |  | SOLE | 0 | 2107 | 0 | 0 |
| FREEPORT MCMORAN INC CL B | Stock | 35671D857 |  | 360263 | 6129 | SH |  | SOLE | 0 | 6129 | 0 | 0 |
| DICKS SPORTING GOODS INC COM | Stock | 253393102 |  | 1024366 | 5166 | SH |  | SOLE | 0 | 5166 | 0 | 0 |
| VANGUARD GROWTH ETF | ETF | 922908736 |  | 346374 | 793 | SH |  | SOLE | 0 | 793 | 0 | 0 |
| META PLATFORMS INC CL A | Stock | 30303M102 |  | 1709524 | 2988 | SH |  | SOLE | 0 | 2988 | 0 | 0 |
| FIVE BELOW INC COM | Stock | 33829M101 |  | 880333 | 3853 | SH |  | SOLE | 0 | 3853 | 0 | 0 |
| PALO ALTO NETWORKS INC COM | Stock | 697435105 |  | 753985 | 4703 | SH |  | SOLE | 0 | 4703 | 0 | 0 |
| BROADCOM INC COM | Stock | 11135F101 |  | 1958270 | 6327 | SH |  | SOLE | 0 | 6327 | 0 | 0 |
| NOVARTIS AG SPONSORED ADR | ADR | 66987V109 |  | 1293793 | 8470 | SH |  | SOLE | 0 | 8470 | 0 | 0 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 5604693 | 32137 | SH |  | SOLE | 0 | 32137 | 0 | 0 |
| ABBVIE INC COM | Stock | 00287Y109 |  | 8158702 | 37513 | SH |  | SOLE | 0 | 37513 | 0 | 0 |
| BLACKSTONE INC COM | Stock | 09260D107 |  | 580585 | 5049 | SH |  | SOLE | 0 | 5049 | 0 | 0 |
| CHURCH  DWIGHT CO INC COM | Stock | 171340102 |  | 1796317 | 19249 | SH |  | SOLE | 0 | 19249 | 0 | 0 |
| QUALCOMM INC COM | Stock | 747525103 |  | 3534882 | 27449 | SH |  | SOLE | 0 | 27449 | 0 | 0 |
| GENERAL DYNAMICS CORP COM | Stock | 369550108 |  | 6560994 | 19116 | SH |  | SOLE | 0 | 19116 | 0 | 0 |
| RESMED INC COM | Stock | 761152107 |  | 960325 | 4278 | SH |  | SOLE | 0 | 4278 | 0 | 0 |
| AMETEK INC COM | Stock | 031100100 |  | 1957750 | 9133 | SH |  | SOLE | 0 | 9133 | 0 | 0 |
| CISCO SYS INC COM | Stock | 17275R102 |  | 5538917 | 71387 | SH |  | SOLE | 0 | 71387 | 0 | 0 |
| ADVANCED MICRO DEVICES INC COM | Stock | 007903107 |  | 453852 | 2231 | SH |  | SOLE | 0 | 2231 | 0 | 0 |
| STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF | ETF | 81369Y407 |  | 530188 | 4865 | SH |  | SOLE | 0 | 4865 | 0 | 0 |
| STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF | ETF | 81369Y704 |  | 284321 | 1758 | SH |  | SOLE | 0 | 1758 | 0 | 0 |
| ROSS STORES INC COM | Stock | 778296103 |  | 1613244 | 7447 | SH |  | SOLE | 0 | 7447 | 0 | 0 |
| UNION PAC CORP COM | Stock | 907818108 |  | 2855395 | 11769 | SH |  | SOLE | 0 | 11769 | 0 | 0 |
| SALESFORCE INC COM | Stock | 79466L302 |  | 314726 | 1686 | SH |  | SOLE | 0 | 1686 | 0 | 0 |
| NORTHROP GRUMMAN CORP COM | Stock | 666807102 |  | 534194 | 783 | SH |  | SOLE | 0 | 783 | 0 | 0 |
| REPUBLIC SVCS INC COM | Stock | 760759100 |  | 6038381 | 27570 | SH |  | SOLE | 0 | 27570 | 0 | 0 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 |  | 495462 | 1008 | SH |  | SOLE | 0 | 1008 | 0 | 0 |
| JPMORGAN CHASE  CO COM | Stock | 46625H100 |  | 8116757 | 27593 | SH |  | SOLE | 0 | 27593 | 0 | 0 |
| CHEVRON CORPORATION COM | Stock | 166764100 |  | 283246 | 1369 | SH |  | SOLE | 0 | 1369 | 0 | 0 |
| MARKEL GROUP INC COM | Stock | 570535104 |  | 1328365 | 694 | SH |  | SOLE | 0 | 694 | 0 | 0 |
| DANAHER CORP DEL COM | Stock | 235851102 |  | 923921 | 4873 | SH |  | SOLE | 0 | 4873 | 0 | 0 |
| TEXAS INSTRS INC COM | Stock | 882508104 |  | 4499387 | 23176 | SH |  | SOLE | 0 | 23175 | 0 | 0 |
| ALPHABET INC CAP STK CL C | Stock | 02079K107 |  | 607569 | 2118 | SH |  | SOLE | 0 | 2118 | 0 | 0 |
| AMGEN INC COM | Stock | 031162100 |  | 6197838 | 17615 | SH |  | SOLE | 0 | 17615 | 0 | 0 |
| APPLIED MATLS INC COM | Stock | 038222105 |  | 274457 | 803 | SH |  | SOLE | 0 | 803 | 0 | 0 |
| CANADIAN NATL RY CO COM | Stock | 136375102 |  | 3415664 | 33236 | SH |  | SOLE | 0 | 33236 | 0 | 0 |
| ENERPAC TOOL GROUP CORP CL A COM | Stock | 292765104 |  | 655952 | 17986 | SH |  | SOLE | 0 | 17986 | 0 | 0 |
| ROPER TECHNOLOGIES INC COM | Stock | 776696106 |  | 930298 | 2629 | SH |  | SOLE | 0 | 2629 | 0 | 0 |
| ALTRIA GROUP INC COM | Stock | 02209S103 |  | 310417 | 4704 | SH |  | SOLE | 0 | 4704 | 0 | 0 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 2977194 | 17548 | SH |  | SOLE | 0 | 17548 | 0 | 0 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 2272415 | 8398 | SH |  | SOLE | 0 | 8398 | 0 | 0 |
| NASDAQ INC COM | Stock | 631103108 |  | 371903 | 4381 | SH |  | SOLE | 0 | 4381 | 0 | 0 |
| APPLE INC COM | Stock | 037833100 |  | 15557327 | 61300 | SH |  | SOLE | 0 | 61300 | 0 | 0 |
| CSW INDUSTRIALS INC COM | Stock | 126402106 |  | 653535 | 2508 | SH |  | SOLE | 0 | 2508 | 0 | 0 |

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