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, ORCL, SYK, ADP, FAST, and represent 34.56% of Long Road Investment Counsel's stock portfolio.
- Added to shares of these 3 stocks: BP, TSLA, GEV.
- Started 2 new stock positions in TSLA, BP.
- Reduced shares in these 7 stocks: ACN, KMX, ORLY, Walgreen Boots Alliance, WU, ORCL, ICE.
- Sold out of its positions in Walgreen Boots Alliance, WU.
- Long Road Investment Counsel was a net seller of stock by $-6.8M.
- Long Road Investment Counsel has $283M in assets under management (AUM), dropping by 5.50%.
- Central Index Key (CIK): 0001620081
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Portfolio Holdings for Long Road Investment Counsel
Long Road Investment Counsel holds 80 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| O'reilly Automotive (ORLY) | 12.2 | $34M | -3% | 320k | 107.81 |
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| Oracle Corporation (ORCL) | 7.0 | $20M | 71k | 281.24 |
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| Stryker Corporation (SYK) | 5.6 | $16M | 43k | 369.67 |
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| Automatic Data Processing (ADP) | 5.5 | $16M | 53k | 293.50 |
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| Fastenal Company (FAST) | 4.3 | $12M | 246k | 49.04 |
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| Alphabet Inc Class C cs (GOOG) | 4.2 | $12M | 49k | 243.55 |
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| Alphabet Inc Class A cs (GOOGL) | 4.2 | $12M | 49k | 243.10 |
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| Illinois Tool Works (ITW) | 3.6 | $10M | 39k | 260.76 |
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| Intercontinental Exchange (ICE) | 3.0 | $8.4M | 50k | 168.48 |
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| Apple (AAPL) | 2.8 | $8.0M | 31k | 254.63 |
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| IDEXX Laboratories (IDXX) | 2.5 | $7.1M | 11k | 638.89 |
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| Rb Global (RBA) | 2.2 | $6.1M | 57k | 108.36 |
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| Starbucks Corporation (SBUX) | 2.0 | $5.7M | 68k | 84.60 |
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| AFLAC Incorporated (AFL) | 1.7 | $4.9M | 44k | 111.70 |
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| Expeditors International of Washington (EXPD) | 1.7 | $4.7M | 38k | 122.59 |
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| Wright Express (WEX) | 1.5 | $4.4M | 28k | 157.53 |
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| Dorman Products (DORM) | 1.5 | $4.3M | 28k | 155.88 |
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| General Electric (GE) | 1.5 | $4.3M | 14k | 300.81 |
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| Omni (OMC) | 1.5 | $4.1M | 51k | 81.53 |
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| Broadridge Financial Solutions (BR) | 1.5 | $4.1M | 17k | 238.17 |
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| Air Products & Chemicals (APD) | 1.4 | $4.0M | 15k | 272.72 |
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| Pepsi (PEP) | 1.4 | $4.0M | 28k | 140.44 |
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| Thermo Fisher Scientific (TMO) | 1.3 | $3.7M | 7.5k | 485.02 |
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| Affiliated Managers (AMG) | 1.3 | $3.6M | 15k | 238.43 |
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| Intuit (INTU) | 1.2 | $3.5M | 5.2k | 682.91 |
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| Becton, Dickinson and (BDX) | 1.1 | $3.0M | 16k | 187.17 |
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| Estee Lauder Companies (EL) | 1.1 | $3.0M | 34k | 88.12 |
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| Cintas Corporation (CTAS) | 1.0 | $2.8M | 14k | 205.26 |
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| Gilead Sciences (GILD) | 1.0 | $2.7M | 24k | 111.00 |
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| Johnson & Johnson (JNJ) | 1.0 | $2.7M | 15k | 185.42 |
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| State Street Corporation (STT) | 0.9 | $2.6M | 22k | 116.01 |
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| Fidelity National Information Services (FIS) | 0.9 | $2.4M | 37k | 65.94 |
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| Cheesecake Factory Incorporated (CAKE) | 0.8 | $2.4M | 43k | 54.64 |
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| Microsoft Corporation (MSFT) | 0.8 | $2.4M | 4.6k | 517.95 |
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| Workday Inc cl a (WDAY) | 0.8 | $2.3M | 9.4k | 240.73 |
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| Ge Vernova (GEV) | 0.8 | $2.2M | 3.6k | 614.99 |
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| Nortonlifelock (GEN) | 0.8 | $2.2M | 76k | 28.39 |
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| BorgWarner (BWA) | 0.7 | $2.0M | 47k | 43.96 |
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| Abbott Laboratories (ABT) | 0.7 | $1.8M | 14k | 133.94 |
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| Spdr S&p 500 Etf Etf (SPY) | 0.6 | $1.8M | 2.7k | 666.18 |
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| Moody's Corporation (MCO) | 0.6 | $1.8M | 3.7k | 476.48 |
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| Accenture (ACN) | 0.6 | $1.7M | -60% | 7.1k | 246.60 |
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| Equifax (EFX) | 0.5 | $1.5M | 5.9k | 256.53 |
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| Berkshire Hathaway (BRK.A) | 0.5 | $1.5M | 2.00 | 754200.00 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.5 | $1.4M | 15k | 93.37 |
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| Abbvie (ABBV) | 0.5 | $1.4M | 6.0k | 231.54 |
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| SYSCO Corporation (SYY) | 0.5 | $1.3M | 16k | 82.34 |
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| CarMax (KMX) | 0.4 | $1.2M | -66% | 26k | 44.87 |
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| JPMorgan Chase & Co. (JPM) | 0.4 | $1.1M | 3.4k | 315.43 |
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| Boot Barn Hldgs (BOOT) | 0.4 | $1.0M | 6.3k | 165.72 |
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| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.4 | $1.0M | 1.8k | 596.03 |
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| Vanguard Ftse Emerging Markets Etf (VWO) | 0.4 | $1.0M | 19k | 54.18 |
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| Paypal Holdings (PYPL) | 0.4 | $1.0M | 15k | 67.06 |
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| Phinia (PHIN) | 0.3 | $847k | 15k | 57.48 |
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| Adobe Systems Incorporated (ADBE) | 0.3 | $823k | 2.3k | 352.75 |
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| Procter & Gamble Company (PG) | 0.3 | $822k | 5.4k | 153.65 |
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| Tractor Supply Company (TSCO) | 0.3 | $754k | 13k | 56.87 |
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| Gentex Corporation (GNTX) | 0.3 | $744k | 26k | 28.30 |
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| Medtronic (MDT) | 0.2 | $695k | 7.3k | 95.24 |
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| Jacobs Engineering Group (J) | 0.2 | $686k | 4.6k | 149.87 |
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| Scotts Miracle-Gro Company (SMG) | 0.2 | $656k | 12k | 56.95 |
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| Amgen (AMGN) | 0.2 | $621k | 2.2k | 282.20 |
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| Ge Healthcare Technologies I (GEHC) | 0.2 | $615k | 8.2k | 75.10 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $584k | 5.2k | 112.75 |
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| Ecolab (ECL) | 0.2 | $460k | 1.7k | 273.86 |
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| Visa (V) | 0.2 | $426k | 1.2k | 341.38 |
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| MasterCard Incorporated (MA) | 0.1 | $378k | 665.00 | 568.81 |
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| Costco Wholesale Corporation (COST) | 0.1 | $378k | 408.00 | 925.63 |
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| Iron Mountain (IRM) | 0.1 | $357k | 3.5k | 101.94 |
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| Berkshire Hathaway (BRK.B) | 0.1 | $352k | 700.00 | 502.74 |
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| Pfizer (PFE) | 0.1 | $307k | 12k | 25.48 |
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| Knight Swift Transn Hldgs (KNX) | 0.1 | $304k | 7.7k | 39.51 |
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| Northern Trust Corporation (NTRS) | 0.1 | $269k | 2.0k | 134.60 |
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| Lowe's Companies (LOW) | 0.1 | $266k | 1.1k | 251.31 |
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| Facebook Inc cl a (META) | 0.1 | $261k | 355.00 | 734.90 |
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| Paychex (PAYX) | 0.1 | $254k | 2.0k | 126.76 |
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| Morgan Stanley (MS) | 0.1 | $232k | 1.5k | 158.96 |
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| Fiserv (FI) | 0.1 | $207k | 1.6k | 128.93 |
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| BP (BP) | 0.1 | $203k | NEW | 5.9k | 34.46 |
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| Tesla Motors (TSLA) | 0.1 | $200k | NEW | 450.00 | 444.72 |
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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 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
- Long Road Investment Counsel 2021 Q4 filed Jan. 31, 2022