Long Road Investment Counsel, LLC 13F Holdings

CIK 0001620081 · Ann Arbor, MI

As of Sep 30, 2025, Long Road Investment Counsel, LLC reported 80 positions worth $282.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
O REILLY AUTOMOTIVE INCORLYConsumer Cyclical319,520$34.4M12.19%
ORACLE CORPORCLTechnology70,803 9.9M7.05%
STRYKER CORPSYKHealthcare42,456 5.7M5.56%
AUTOMATIC DATA PROCESSING INCADPIndustrials52,929 5.5M5.50%
FASTENAL COFASTIndustrials245,990 2.1M4.27%
ALPHABET INCGOOGEquity48,859 1.9M4.21%
ALPHABET INCGOOGLEquity48,505 1.8M4.17%
ILLINOIS TOOL WORKS INCITWIndustrials39,033 0.2M3.60%
INTERCONTINENTALEXCHAN COMICEFinancial Services49,985$8.4M2.98%
APPLE INCAAPLTechnology31,351$8.0M2.83%
IDEXX LABORATORIES INCIDXXHealthcare11,082$7.1M2.51%
RB GLOBAL INCRBAIndustrials56,515$6.1M2.17%
STARBUCKS CORPSBUXConsumer Cyclical67,570$5.7M2.02%
AFLAC INCAFLFinancial Services44,200$4.9M1.75%
EXPEDITORS INTERNATIONAL OF WASHINGTON INCEXPDIndustrials38,070$4.7M1.65%
WEX INCWEXTechnology27,674$4.4M1.54%
DORMAN PRODUCTS INCDORMConsumer Cyclical27,900$4.3M1.54%
GE AEROSPACEGEIndustrials14,336$4.3M1.53%
OMNICOM GROUP INCOMCCommunication Services50,835$4.1M1.47%
BROADRIDGE FINANCIAL SOLUTIONS INCBRTechnology17,225$4.1M1.45%
AIR PRODUCTS & CHEMICALS INCAPDBasic Materials14,615$4.0M1.41%
PEPSICO INCPEPConsumer Defensive28,370$4.0M1.41%
THERMO FISHER SCIENTIFIC INCTMOHealthcare7,526$3.7M1.29%
AFFILIATED MANAGERS GROUP INCAMGFinancial Services15,096$3.6M1.27%
INTUIT INCINTUTechnology5,170$3.5M1.25%