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, GOOG, GOOGL, SYK, ADP, and represent 32.11% of Long Road Investment Counsel's stock portfolio.
- Added to shares of these 4 stocks: DELL, FFIV, BNY, WAT.
- Started 3 new stock positions in FFIV, BNY, DELL.
- Reduced shares in these 10 stocks: , XOM, MDY, GOOG, AMG, SPY, WEX, SYK, KNX, EXPD.
- Sold out of its position in META.
- Long Road Investment Counsel was a net buyer of stock by $56k.
- Long Road Investment Counsel has $271M in assets under management (AUM), dropping by 6.39%.
- 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 June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| O'reilly Automotive (ORLY) | 10.3 | $28M | 303k | 92.09 |
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| Alphabet Inc Class C cs (GOOG) | 6.3 | $17M | 49k | 353.33 |
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| Alphabet Inc Class A cs (GOOGL) | 6.1 | $17M | 46k | 357.37 |
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| Stryker Corporation (SYK) | 5.0 | $14M | 43k | 314.84 |
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| Automatic Data Processing (ADP) | 4.4 | $12M | 53k | 223.95 |
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| Fastenal Company (FAST) | 4.4 | $12M | 248k | 48.03 |
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| Illinois Tool Works (ITW) | 3.8 | $10M | 39k | 270.47 |
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| Oracle Corporation (ORCL) | 3.5 | $9.6M | 66k | 146.55 |
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| Apple (AAPL) | 3.1 | $8.4M | 29k | 289.36 |
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| Starbucks Corporation (SBUX) | 2.6 | $7.0M | 69k | 102.19 |
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| Rb Global (RBA) | 2.5 | $6.8M | 58k | 116.45 |
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| Intercontinental Exchange (ICE) | 2.3 | $6.2M | 51k | 123.11 |
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| Expeditors International of Washington (EXPD) | 2.2 | $6.0M | 37k | 162.98 |
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| IDEXX Laboratories (IDXX) | 2.2 | $6.0M | 11k | 526.44 |
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| General Electric (GE) | 2.0 | $5.4M | 14k | 373.73 |
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| Affiliated Managers (AMG) | 1.9 | $5.2M | 16k | 338.40 |
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| AFLAC Incorporated (AFL) | 1.9 | $5.2M | 45k | 117.25 |
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| Air Products & Chemicals (APD) | 1.6 | $4.4M | 15k | 293.18 |
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| Ge Vernova (GEV) | 1.5 | $4.2M | 3.6k | 1175.02 |
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| Wright Express (WEX) | 1.5 | $3.9M | 28k | 141.09 |
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| Pepsi (PEP) | 1.4 | $3.9M | 29k | 135.40 |
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| Thermo Fisher Scientific (TMO) | 1.4 | $3.9M | 7.7k | 501.36 |
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| Dorman Products (DORM) | 1.4 | $3.9M | 28k | 136.45 |
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| Johnson & Johnson (JNJ) | 1.4 | $3.8M | 15k | 253.97 |
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| Omni (OMC) | 1.4 | $3.7M | 51k | 72.83 |
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| State Street Corporation (STT) | 1.4 | $3.7M | 22k | 169.60 |
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| Cheesecake Factory Incorporated (CAKE) | 1.3 | $3.5M | 44k | 79.54 |
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| Gilead Sciences (GILD) | 1.2 | $3.2M | 25k | 126.34 |
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| BorgWarner (BWA) | 1.2 | $3.1M | 47k | 66.40 |
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| Estee Lauder Companies (EL) | 1.0 | $2.7M | 35k | 78.95 |
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| Becton, Dickinson and (BDX) | 0.9 | $2.5M | 16k | 151.33 |
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| Cintas Corporation (CTAS) | 0.9 | $2.3M | 14k | 170.08 |
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| Broadridge Financial Solutions (BR) | 0.9 | $2.3M | 17k | 136.95 |
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| Spdr S&p 500 Etf Etf (SPY) | 0.7 | $2.0M | 2.6k | 746.77 |
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| Nortonlifelock (GEN) | 0.7 | $1.9M | 76k | 24.89 |
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| Microsoft Corporation (MSFT) | 0.6 | $1.7M | 4.6k | 373.02 |
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| Moody's Corporation (MCO) | 0.6 | $1.7M | 3.7k | 452.92 |
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| Abbvie (ABBV) | 0.6 | $1.6M | 6.3k | 251.64 |
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| Berkshire Hathaway (BRK.A) | 0.6 | $1.5M | 2.00 | 748850.00 |
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| Fidelity National Information Services (FIS) | 0.5 | $1.4M | 37k | 38.88 |
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| Ishares Tr Etf (EFA) | 0.5 | $1.4M | 14k | 103.88 |
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| SYSCO Corporation (SYY) | 0.5 | $1.4M | 16k | 83.58 |
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| CarMax (KMX) | 0.5 | $1.3M | 25k | 52.89 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.3M | 3.9k | 327.33 |
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| Abbott Laboratories (ABT) | 0.5 | $1.2M | 14k | 90.74 |
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| Phinia (PHIN) | 0.5 | $1.2M | 15k | 82.37 |
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| Spdr S&pmidcap 400 Etf Etf (MDY) | 0.4 | $1.2M | -7% | 1.7k | 703.34 |
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| Vanguard Intl Equity Index F Etf (VWO) | 0.4 | $1.2M | 20k | 59.69 |
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| Workday Inc cl a (WDAY) | 0.4 | $1.1M | 9.4k | 122.42 |
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| Intuit (INTU) | 0.4 | $1.1M | 4.4k | 261.00 |
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| Boot Barn Hldgs (BOOT) | 0.4 | $1.1M | 6.5k | 164.27 |
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| Equifax (EFX) | 0.3 | $934k | 5.9k | 158.72 |
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| Accenture (ACN) | 0.3 | $915k | 7.4k | 124.44 |
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| Costco Wholesale Corporation (COST) | 0.3 | $878k | 938.00 | 935.47 |
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| Procter & Gamble Company (PG) | 0.3 | $858k | 5.9k | 146.64 |
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| Waters Corporation (WAT) | 0.3 | $833k | 2.2k | 375.04 |
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| Amgen (AMGN) | 0.3 | $797k | 2.2k | 362.12 |
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| Scotts Miracle-Gro Company (SMG) | 0.3 | $795k | 12k | 68.11 |
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| Knight Swift Transn Hldgs (KNX) | 0.3 | $729k | -2% | 9.4k | 77.87 |
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| Intel Corporation (INTC) | 0.3 | $700k | 5.0k | 139.63 |
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| Gentex Corporation (GNTX) | 0.2 | $665k | 26k | 25.27 |
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| Paypal Holdings (PYPL) | 0.2 | $661k | 15k | 43.18 |
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| Jacobs Engineering Group (J) | 0.2 | $602k | 4.8k | 126.00 |
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| Medtronic (MDT) | 0.2 | $571k | 7.3k | 78.23 |
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| Ge Healthcare Technologies I (GEHC) | 0.2 | $518k | 8.1k | 64.01 |
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| Visa (V) | 0.2 | $510k | 1.5k | 343.09 |
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| Exxon Mobil Corporation (XOM) | 0.2 | $488k | -26% | 3.6k | 136.72 |
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| Iron Mountain (IRM) | 0.2 | $442k | 3.5k | 126.31 |
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| Northern Trust Corporation (NTRS) | 0.2 | $426k | 2.5k | 173.84 |
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| Tractor Supply Company (TSCO) | 0.2 | $419k | 13k | 31.61 |
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| Dell Technologies (DELL) | 0.1 | $358k | NEW | 830.00 | 431.46 |
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| Ecolab (ECL) | 0.1 | $357k | 1.3k | 278.61 |
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| MasterCard Incorporated (MA) | 0.1 | $342k | 665.00 | 513.60 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $326k | -2% | 1.6k | 205.02 |
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| Pfizer (PFE) | 0.1 | $314k | 13k | 24.08 |
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| Morgan Stanley (MS) | 0.1 | $305k | 1.5k | 209.04 |
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| Lowe's Companies (LOW) | 0.1 | $280k | -3% | 1.3k | 220.49 |
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| F5 Networks (FFIV) | 0.1 | $250k | NEW | 600.00 | 415.96 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $231k | NEW | 1.6k | 144.61 |
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| BP (BP) | 0.1 | $218k | 5.9k | 36.95 |
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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 Q2 filed Aug. 14, 2026
- 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