Kensington Investment Counsel, LLC

Position in LLY — ELI LILLY & Co

CIK 1845536 LONG BEACH, CA

Position in LLY

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

Position Value

$2,448,036

+$570,786 QoQ

Shares Held

2,041

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#2,310

of 4,605 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Healthcare · as of Jun 30, 2026

Kensington Investment Counsel, LLC holds $30,050,665 across 6 Drug Manufacturers - General names. LLY ranks #5 (8.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ABBV	AbbVie Inc.	35,786	$9,005,189
2	JNJ	Johnson & Johnson	25,663	$6,517,632
3	AMGN	Amgen Inc	16,454	$5,958,322
4	MRK	Merck & Co., Inc.	37,325	$4,796,262
5	LLY	ELI LILLY & Co This page	2,041	$2,448,036
6	NVS	Novartis AG	8,456	$1,325,224

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,448,036	2,041	0.0%	Shares	Sole	2026-08-14
2026-03-31	$1,877,250	2,041	0.0%	Shares	Sole	2026-05-19
2025-12-31	$2,193,422	2,041	+1.5%	Shares	Sole	2026-02-18
2025-09-30	$1,534,393	2,011	0.0%	Shares	Sole	2025-11-20
2025-06-30	$1,567,634	2,011	0.0%	Shares	Sole	2025-08-15
2025-03-31	$1,660,905	2,011	0.0%	Shares	Sole	2025-05-15
2024-12-31	$1,552,492	2,011	-1.5%	Shares	Sole	2025-02-10
2024-09-30	$1,808,203	2,041	-1.0%	Shares	Sole	2024-11-15
2024-06-30	$1,865,988	2,061	-0.5%	Shares	Sole	2024-08-14
2024-03-31	$1,611,933	2,072	0.0%	Shares	Sole	2024-05-13
2023-12-31	$1,207,810	2,072	-4.8%	Shares	Sole	2024-02-15
2023-09-30	$1,168,794	2,176	+6.1%	Shares	Sole	2023-11-09
2023-06-30	$961,409	2,050	—	Shares	Sole	2023-08-14
No filing history on record for this holder in this stock.