Long Road Investment Counsel
Latest statistics and disclosures from Long Road Investment Counsel's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ORLY, SYK, GOOG, GOOGL, ADP, and represent 31.86% of Long Road Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: COST, AXP, JPM, IDXX, AMG, TMO, KNX, V, ACN, NTRS.
- Started 1 new stock position in AXP.
- Reduced shares in these 10 stocks: ORLY, AAPL, ORCL, GOOGL, INTU, ADP, GOOG, EFX, BRK.B, ITW.
- Sold out of its positions in BRK.B, FI.
- Long Road Investment Counsel was a net seller of stock by $-9.9M.
- Long Road Investment Counsel has $264M in assets under management (AUM), dropping by -6.57%.
- Central Index Key (CIK): 0001620081
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Portfolio Holdings for Long Road Investment Counsel
Long Road Investment Counsel holds 79 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| O'reilly Automotive (ORLY) | 10.2 | $27M | -7% | 295k | 91.21 |
|
| Stryker Corporation (SYK) | 5.7 | $15M | 43k | 351.47 |
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| Alphabet Inc Class C cs (GOOG) | 5.7 | $15M | -2% | 48k | 313.80 |
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| Alphabet Inc Class A cs (GOOGL) | 5.4 | $14M | -6% | 45k | 313.00 |
|
| Automatic Data Processing (ADP) | 5.0 | $13M | -3% | 51k | 257.23 |
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| Oracle Corporation (ORCL) | 4.8 | $13M | -8% | 64k | 194.91 |
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| Fastenal Company (FAST) | 3.7 | $9.7M | 242k | 40.13 |
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| Illinois Tool Works (ITW) | 3.5 | $9.3M | -3% | 38k | 246.30 |
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| Intercontinental Exchange (ICE) | 3.0 | $8.0M | 50k | 161.96 |
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| IDEXX Laboratories (IDXX) | 2.9 | $7.6M | +2% | 11k | 676.53 |
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| Apple (AAPL) | 2.7 | $7.1M | -16% | 26k | 271.86 |
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| Rb Global (RBA) | 2.2 | $5.7M | 56k | 102.87 |
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| Expeditors International of Washington (EXPD) | 2.1 | $5.5M | -2% | 37k | 149.01 |
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| Starbucks Corporation (SBUX) | 2.1 | $5.5M | -3% | 65k | 84.21 |
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| AFLAC Incorporated (AFL) | 1.8 | $4.7M | -3% | 43k | 110.27 |
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| Affiliated Managers (AMG) | 1.7 | $4.5M | +3% | 16k | 288.28 |
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| Thermo Fisher Scientific (TMO) | 1.7 | $4.5M | +2% | 7.7k | 579.45 |
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| General Electric (GE) | 1.7 | $4.4M | 14k | 308.02 |
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| Wright Express (WEX) | 1.5 | $4.1M | 27k | 148.98 |
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| Omni (OMC) | 1.5 | $4.1M | 50k | 80.75 |
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| Pepsi (PEP) | 1.5 | $3.9M | -4% | 27k | 143.52 |
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| Broadridge Financial Solutions (BR) | 1.4 | $3.8M | 17k | 223.17 |
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| Air Products & Chemicals (APD) | 1.4 | $3.6M | 15k | 247.02 |
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| Dorman Products (DORM) | 1.3 | $3.5M | 28k | 123.19 |
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| Estee Lauder Companies (EL) | 1.3 | $3.4M | -4% | 33k | 104.72 |
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| Becton, Dickinson and (BDX) | 1.2 | $3.1M | 16k | 194.07 |
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| Johnson & Johnson (JNJ) | 1.1 | $3.0M | 14k | 206.95 |
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| Gilead Sciences (GILD) | 1.1 | $2.9M | 24k | 122.74 |
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| State Street Corporation (STT) | 1.1 | $2.8M | 22k | 129.01 |
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| Cintas Corporation (CTAS) | 1.0 | $2.6M | 14k | 188.07 |
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| Intuit (INTU) | 1.0 | $2.6M | -25% | 3.9k | 662.42 |
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| Fidelity National Information Services (FIS) | 0.9 | $2.5M | 37k | 66.46 |
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| Ge Vernova (GEV) | 0.9 | $2.3M | 3.6k | 653.66 |
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| Microsoft Corporation (MSFT) | 0.8 | $2.2M | 4.6k | 483.62 |
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| Cheesecake Factory Incorporated (CAKE) | 0.8 | $2.2M | 43k | 50.48 |
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| BorgWarner (BWA) | 0.8 | $2.1M | 47k | 45.06 |
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| Workday Inc cl a (WDAY) | 0.8 | $2.0M | 9.4k | 214.78 |
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| Nortonlifelock (GEN) | 0.8 | $2.0M | -2% | 74k | 27.19 |
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| Accenture (ACN) | 0.7 | $2.0M | +3% | 7.4k | 268.30 |
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| Moody's Corporation (MCO) | 0.7 | $1.9M | 3.7k | 510.85 |
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| Spdr S&p 500 Etf Etf (SPY) | 0.7 | $1.8M | 2.7k | 681.92 |
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| Berkshire Hathaway (BRK.A) | 0.6 | $1.5M | 2.00 | 754800.00 |
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| Abbott Laboratories (ABT) | 0.6 | $1.5M | -12% | 12k | 125.29 |
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| Abbvie (ABBV) | 0.5 | $1.3M | -5% | 5.6k | 228.49 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.5 | $1.3M | -11% | 13k | 96.03 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.3M | +14% | 3.9k | 322.22 |
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| Boot Barn Hldgs (BOOT) | 0.4 | $1.1M | +2% | 6.5k | 176.47 |
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| State Street Spdr S&pmidcap 40 Etf (MDY) | 0.4 | $1.1M | +5% | 1.9k | 603.28 |
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| Vanguard Ftse Emerging Markets Etf (VWO) | 0.4 | $1.0M | 19k | 53.76 |
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| Phinia (PHIN) | 0.4 | $929k | 15k | 62.69 |
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| CarMax (KMX) | 0.4 | $927k | -8% | 24k | 38.64 |
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| SYSCO Corporation (SYY) | 0.4 | $926k | -23% | 13k | 73.69 |
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| Equifax (EFX) | 0.3 | $898k | -29% | 4.1k | 216.98 |
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| Paypal Holdings (PYPL) | 0.3 | $893k | 15k | 58.38 |
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| Costco Wholesale Corporation (COST) | 0.3 | $809k | +129% | 938.00 | 862.34 |
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| Amgen (AMGN) | 0.3 | $720k | 2.2k | 327.31 |
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| Medtronic (MDT) | 0.3 | $701k | 7.3k | 96.06 |
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| Procter & Gamble Company (PG) | 0.3 | $690k | -10% | 4.8k | 143.31 |
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| Scotts Miracle-Gro Company (SMG) | 0.3 | $681k | 12k | 58.35 |
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| Ge Healthcare Technologies I (GEHC) | 0.3 | $673k | 8.2k | 82.03 |
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| Tractor Supply Company (TSCO) | 0.3 | $663k | 13k | 50.01 |
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| Gentex Corporation (GNTX) | 0.2 | $612k | 26k | 23.27 |
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| Jacobs Engineering Group (J) | 0.2 | $606k | 4.6k | 132.46 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $584k | -6% | 4.8k | 120.34 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $571k | -30% | 1.6k | 349.99 |
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| Visa (V) | 0.2 | $522k | +19% | 1.5k | 350.71 |
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| Knight Swift Transn Hldgs (KNX) | 0.2 | $500k | +24% | 9.6k | 52.28 |
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| MasterCard Incorporated (MA) | 0.1 | $380k | 665.00 | 570.88 |
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| Ecolab (ECL) | 0.1 | $336k | -23% | 1.3k | 262.52 |
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| Northern Trust Corporation (NTRS) | 0.1 | $335k | +22% | 2.5k | 136.59 |
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| Pfizer (PFE) | 0.1 | $325k | +8% | 13k | 24.90 |
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| Lowe's Companies (LOW) | 0.1 | $316k | +23% | 1.3k | 241.16 |
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| Iron Mountain (IRM) | 0.1 | $290k | 3.5k | 82.95 |
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| Morgan Stanley (MS) | 0.1 | $259k | 1.5k | 177.53 |
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| Facebook Inc cl a (META) | 0.1 | $235k | 355.00 | 660.55 |
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| Paychex (PAYX) | 0.1 | $224k | 2.0k | 112.18 |
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| American Express Company (AXP) | 0.1 | $212k | NEW | 573.00 | 369.95 |
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| BP (BP) | 0.1 | $205k | 5.9k | 34.73 |
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| Tesla Motors (TSLA) | 0.1 | $202k | 450.00 | 449.72 |
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Past Filings by Long Road Investment Counsel
SEC 13F filings are viewable for Long Road Investment Counsel going back to 2014
- Long Road Investment Counsel 2025 Q4 filed Feb. 4, 2026
- Long Road Investment Counsel 2025 Q3 filed Nov. 14, 2025
- Long Road Investment Counsel 2025 Q2 filed Aug. 11, 2025
- Long Road Investment Counsel 2025 Q1 filed May 12, 2025
- Long Road Investment Counsel 2024 Q4 filed Feb. 10, 2025
- Long Road Investment Counsel 2024 Q3 filed Nov. 6, 2024
- Long Road Investment Counsel 2024 Q2 filed Aug. 13, 2024
- Long Road Investment Counsel 2024 Q1 filed May 8, 2024
- Long Road Investment Counsel 2023 Q4 filed Feb. 8, 2024
- Long Road Investment Counsel 2023 Q3 filed Nov. 13, 2023
- Long Road Investment Counsel 2023 Q2 filed Aug. 14, 2023
- Long Road Investment Counsel 2023 Q1 filed May 10, 2023
- Long Road Investment Counsel 2022 Q4 filed Feb. 9, 2023
- Long Road Investment Counsel 2022 Q3 filed Nov. 9, 2022
- Long Road Investment Counsel 2022 Q2 filed Aug. 2, 2022
- Long Road Investment Counsel 2022 Q1 filed May 11, 2022