Kensington Investment Counsel, LLC

Position in GD — General Dynamics Corp

CIK 1845536 LONG BEACH, CA

Position in GD

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$6,441,500

-$119,493 QoQ

Shares Held

18,184

-4.9% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

2.85%

of 13F equity value

Holder Rank

#436

of 2,203 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Kensington Investment Counsel, LLC holds $8,904,253 across 4 Aerospace & Defense names. GD ranks #1 (72.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GD	General Dynamics Corp This page	18,184	$6,441,500
2	HONA	Honeywell Aerospace Inc.	8,107	$1,792,295
3	NOC	Northrop Grumman Corp /De/	783	$398,789
4	BA	Boeing Co	1,255	$271,669

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,441,500	18,184	-4.9%	Shares	Sole	2026-08-14
2026-03-31	$6,560,993	19,116	+1.2%	Shares	Sole	2026-05-19
2025-12-31	$6,360,517	18,893	+3.9%	Shares	Sole	2026-02-18
2025-09-30	$6,202,449	18,189	+2.1%	Shares	Sole	2025-11-20
2025-06-30	$5,195,339	17,813	+3.2%	Shares	Sole	2025-08-15
2025-03-31	$4,703,367	17,255	+7.5%	Shares	Sole	2025-05-15
2024-12-31	$4,229,014	16,050	+9.6%	Shares	Sole	2025-02-10
2024-09-30	$4,426,625	14,648	+1.4%	Shares	Sole	2024-11-15
2024-06-30	$4,191,652	14,447	+4.8%	Shares	Sole	2024-08-14
2024-03-31	$3,892,429	13,779	+9.5%	Shares	Sole	2024-05-13
2023-12-31	$3,267,687	12,584	+17.9%	Shares	Sole	2024-02-15
2023-09-30	$2,359,075	10,676	+6.5%	Shares	Sole	2023-11-09
2023-06-30	$2,155,803	10,020	+13.0%	Shares	Sole	2023-08-14
2023-03-31	$2,022,853	8,864	+5.3%	Shares	Sole	2023-05-11
2022-12-31	$2,089,334	8,421	+1.6%	Shares	Sole	2023-02-15
2022-09-30	$1,758,677	8,289	+5.2%	Shares	Sole	2022-11-15
2022-06-30	$1,743,228	7,879	-1.7%	Shares	Sole	2022-07-15
2022-03-31	$1,934,022	8,019	+5.1%	Shares	Sole	2022-05-16
2021-12-31	$1,590,000	7,627	+1.4%	Shares	Sole	2022-02-14
2021-06-30	$1,416,279	7,523	+0.1%	Shares	Sole	2021-08-13
2021-03-31	$1,364,241	7,514	+13.0%	Shares	Sole	2021-05-13
2020-12-31	$989,653	6,650	—	Shares	Sole	2021-02-16
No filing history on record for this holder in this stock.