Long Road Investment Counsel

Long Road Investment Counsel as of Sept. 30, 2025

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