Long Road Investment Counsel

Long Road Investment Counsel as of March 31, 2026

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