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, FAST, and represent 31.75% of Long Road Investment Counsel's stock portfolio.
- Added to shares of these 10 stocks: ORLY, AAPL, WAT, ADP, GOOGL, GOOG, SBUX, EFX, FAST, SYY.
- Started 2 new stock positions in INTC, WAT.
- Reduced shares in these 4 stocks: PAYX, AXP, , FIS.
- Sold out of its positions in AXP, PAYX, TSLA.
- Long Road Investment Counsel was a net buyer of stock by $7.1M.
- Long Road Investment Counsel has $255M in assets under management (AUM), dropping by -3.39%.
- Central Index Key (CIK): 0001620081
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Portfolio Holdings for Long Road Investment Counsel
Long Road Investment Counsel holds 78 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| O'reilly Automotive (ORLY) | 11.0 | $28M | +2% | 303k | 92.31 |
|
| Stryker Corporation (SYK) | 5.5 | $14M | 43k | 328.59 |
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| Alphabet Inc Class C cs (GOOG) | 5.5 | $14M | +2% | 49k | 286.86 |
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| Alphabet Inc Class A cs (GOOGL) | 5.2 | $13M | +2% | 46k | 287.56 |
|
| Fastenal Company (FAST) | 4.5 | $12M | +2% | 248k | 46.40 |
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| Automatic Data Processing (ADP) | 4.3 | $11M | +4% | 53k | 203.18 |
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| Illinois Tool Works (ITW) | 3.9 | $10M | +2% | 39k | 260.29 |
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| Oracle Corporation (ORCL) | 3.8 | $9.7M | 66k | 147.11 |
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| Intercontinental Exchange (ICE) | 3.1 | $8.0M | +2% | 51k | 157.28 |
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| Apple (AAPL) | 2.9 | $7.4M | +10% | 29k | 253.79 |
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| IDEXX Laboratories (IDXX) | 2.5 | $6.4M | 11k | 561.89 |
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| Starbucks Corporation (SBUX) | 2.4 | $6.1M | +5% | 69k | 89.59 |
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| Rb Global (RBA) | 2.2 | $5.6M | +4% | 58k | 95.85 |
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| Expeditors International of Washington (EXPD) | 2.1 | $5.3M | 37k | 143.23 |
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| AFLAC Incorporated (AFL) | 1.9 | $4.9M | +4% | 45k | 109.71 |
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| Pepsi (PEP) | 1.7 | $4.4M | +5% | 29k | 155.29 |
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| Air Products & Chemicals (APD) | 1.7 | $4.3M | +2% | 15k | 290.49 |
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| Affiliated Managers (AMG) | 1.7 | $4.3M | 16k | 276.70 |
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| Wright Express (WEX) | 1.7 | $4.3M | +2% | 28k | 153.04 |
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| General Electric (GE) | 1.6 | $4.1M | 14k | 283.77 |
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| Omni (OMC) | 1.5 | $3.9M | +2% | 52k | 75.31 |
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| Thermo Fisher Scientific (TMO) | 1.5 | $3.8M | 7.7k | 491.53 |
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| Johnson & Johnson (JNJ) | 1.4 | $3.6M | +2% | 15k | 244.44 |
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| Gilead Sciences (GILD) | 1.4 | $3.5M | +4% | 25k | 139.37 |
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| Ge Vernova (GEV) | 1.2 | $3.1M | 3.6k | 873.02 |
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| Dorman Products (DORM) | 1.2 | $2.9M | 28k | 104.36 |
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| State Street Corporation (STT) | 1.1 | $2.8M | 22k | 126.56 |
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| Broadridge Financial Solutions (BR) | 1.1 | $2.8M | 17k | 162.48 |
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| Becton, Dickinson and (BDX) | 1.0 | $2.6M | 16k | 157.23 |
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| BorgWarner (BWA) | 1.0 | $2.6M | 47k | 54.26 |
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| Estee Lauder Companies (EL) | 1.0 | $2.5M | +6% | 35k | 71.77 |
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| Cheesecake Factory Incorporated (CAKE) | 0.9 | $2.4M | 44k | 54.75 |
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| Cintas Corporation (CTAS) | 0.9 | $2.3M | 14k | 169.14 |
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| Intuit (INTU) | 0.7 | $1.9M | +12% | 4.4k | 432.38 |
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| Spdr S&p 500 Etf Etf (SPY) | 0.7 | $1.7M | 2.7k | 650.34 |
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| Fidelity National Information Services (FIS) | 0.7 | $1.7M | 37k | 46.91 |
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| Microsoft Corporation (MSFT) | 0.7 | $1.7M | 4.6k | 370.17 |
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| Moody's Corporation (MCO) | 0.6 | $1.6M | 3.7k | 436.25 |
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| Accenture (ACN) | 0.6 | $1.5M | 7.4k | 198.29 |
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| Nortonlifelock (GEN) | 0.6 | $1.4M | +3% | 76k | 18.83 |
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| Berkshire Hathaway (BRK.A) | 0.6 | $1.4M | 2.00 | 718140.00 |
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| Abbott Laboratories (ABT) | 0.5 | $1.4M | +12% | 14k | 102.67 |
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| Abbvie (ABBV) | 0.5 | $1.4M | +12% | 6.3k | 217.49 |
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| Ishares Msci Eafe Etf Etf (EFA) | 0.5 | $1.3M | +2% | 14k | 97.13 |
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| Workday Inc cl a (WDAY) | 0.5 | $1.2M | 9.4k | 129.92 |
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| SYSCO Corporation (SYY) | 0.5 | $1.2M | +30% | 16k | 71.33 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.2M | 3.9k | 294.16 |
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| Spdr S&pmidcap 400 Etf Etf (MDY) | 0.4 | $1.1M | 1.9k | 616.76 |
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| Equifax (EFX) | 0.4 | $1.1M | +42% | 5.9k | 180.07 |
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| Ftse Emerging Markets Etf Etf (VWO) | 0.4 | $1.1M | +4% | 20k | 54.05 |
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| CarMax (KMX) | 0.4 | $1.0M | +4% | 25k | 41.58 |
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| Phinia (PHIN) | 0.4 | $1.0M | 15k | 68.44 |
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| Boot Barn Hldgs (BOOT) | 0.4 | $947k | 6.5k | 146.36 |
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| Costco Wholesale Corporation (COST) | 0.4 | $935k | 938.00 | 996.43 |
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| Procter & Gamble Company (PG) | 0.3 | $845k | +21% | 5.9k | 144.44 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $823k | 4.8k | 169.66 |
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| Amgen (AMGN) | 0.3 | $774k | 2.2k | 351.85 |
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| Scotts Miracle-Gro Company (SMG) | 0.3 | $710k | 12k | 60.81 |
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| Paypal Holdings (PYPL) | 0.3 | $692k | 15k | 45.23 |
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| Waters Corporation (WAT) | 0.3 | $661k | NEW | 2.2k | 297.83 |
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| Medtronic (MDT) | 0.2 | $633k | 7.3k | 86.65 |
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| Jacobs Engineering Group (J) | 0.2 | $608k | +4% | 4.8k | 127.28 |
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| Tractor Supply Company (TSCO) | 0.2 | $600k | 13k | 45.30 |
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| Ge Healthcare Technologies I (GEHC) | 0.2 | $584k | 8.2k | 71.18 |
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| Gentex Corporation (GNTX) | 0.2 | $575k | 26k | 21.85 |
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| Knight Swift Transn Hldgs (KNX) | 0.2 | $550k | 9.6k | 57.58 |
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| Visa (V) | 0.2 | $449k | 1.5k | 302.24 |
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| Adobe Systems Incorporated (ADBE) | 0.2 | $397k | 1.6k | 243.08 |
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| Pfizer (PFE) | 0.1 | $366k | 13k | 28.08 |
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| Iron Mountain (IRM) | 0.1 | $358k | 3.5k | 102.14 |
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| Northern Trust Corporation (NTRS) | 0.1 | $342k | 2.5k | 139.57 |
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| Ecolab (ECL) | 0.1 | $341k | 1.3k | 266.02 |
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| MasterCard Incorporated (MA) | 0.1 | $332k | 665.00 | 499.66 |
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| Lowe's Companies (LOW) | 0.1 | $310k | 1.3k | 236.28 |
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| BP (BP) | 0.1 | $277k | 5.9k | 47.00 |
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| Morgan Stanley (MS) | 0.1 | $240k | 1.5k | 164.57 |
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| Intel Corporation (INTC) | 0.1 | $221k | NEW | 5.0k | 44.13 |
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| Facebook Inc cl a (META) | 0.1 | $203k | 355.00 | 572.53 |
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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 2026 Q1 filed May 8, 2026
- 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