Long Road Investment Counsel, LLC
13F Reported Value
ⓘ$255.0M
Holdings
78
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Long Road Investment Counsel, LLC disclosed 78 positions worth $255.0M in its Form 13F-HR for Q1 2026, led by $ORLY (O REILLY AUTOMOTIVE INC) at 11.0% of the equity portfolio, followed by $SYK and $GOOGL. During the quarter the fund opened 2 new positions and exited 3 — including a new stake in $WAT and a full exit from $PAYX. The portfolio is most concentrated in Technology (29.0% of disclosed assets). All figures are sourced directly from Long Road Investment Counsel, LLC’s Form 13F-HR filing with the SEC under CIK 1620081.
AI Fund Analysis
StableSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 72.7#219
Quality
$28.0M303,265 sh - 69.8#347
Quality
$14.1M42,957 sh - 80.2#45
Quality
$14.0M48,799 sh - 80.2
Quality
$13.3M46,405 sh - 73.5
Quality
$11.5M247,990 sh - 77.9
Quality
$10.9M53,429 sh - 71.2
Quality
$10.0M38,606 sh - 67.2
Quality
$9.7M65,639 sh - 73.8
Quality
$8.0M50,735 sh - 76.1
Quality
$7.4M29,100 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 O REILLY AUTOMOTIVE INC$ORLY | 72.7#219 | $28.0M | 303,265 |
 STRYKER CORP$SYK | 69.8#347 | $14.1M | 42,957 |
 Alphabet Inc.$GOOGL | 80.2#45 | $14.0M | 48,799 |
 Alphabet Inc.$GOOG | 80.2 | $13.3M | 46,405 |
 FASTENAL CO$FAST | 73.5 | $11.5M | 247,990 |
 AUTOMATIC DATA PROCESSING INC$ADP | 77.9 | $10.9M | 53,429 |
 ILLINOIS TOOL WORKS INC$ITW | 71.2 | $10.0M | 38,606 |
 ORACLE CORP$ORCL | 67.2 | $9.7M | 65,639 |
 Intercontinental Exchange, Inc.$ICE | 73.8 | $8.0M | 50,735 |
 Apple Inc.$AAPL | 76.1 | $7.4M | 29,100 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Long Road Investment Counsel, LLC's 78 positions.
Showing top 10 of 78 holdings.
Sector Allocation
Technology
$73.9M
Consumer Discretionary
$55.4M
Industrials
$39.4M
Healthcare
$35.3M
Financials
$27.3M
Consumer Staples
$7.8M
Materials
$5.4M
Other
$5.3M
Full Holdings — Long Road Investment Counsel, LLC (Q1 2026)
All 78 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ORLY | O REILLY AUTOMOTIVE INC | $28.0M | 11.0% | +3% | 72.7 |
| 2 | $SYK | STRYKER CORP | $14.1M | 5.5% | +1% | 69.8 |
| 3 | $GOOGL | Alphabet Inc. | $14.0M | 5.5% | +3% | 80.2 |
| 4 | $GOOG | Alphabet Inc. | $13.3M | 5.2% | +3% | 80.2 |
| 5 | $FAST | FASTENAL CO | $11.5M | 4.5% | +3% | 73.5 |
| 6 | $ADP | AUTOMATIC DATA PROCESSING INC | $10.9M | 4.3% | +4% | 77.9 |
| 7 | $ITW | ILLINOIS TOOL WORKS INC | $10.0M | 3.9% | +3% | 71.2 |
| 8 | $ORCL | ORACLE CORP | $9.7M | 3.8% | +2% | 67.2 |
| 9 | $ICE | Intercontinental Exchange, Inc. | $8.0M | 3.1% | +2% | 73.8 |
| 10 | $AAPL | Apple Inc. | $7.4M | 2.9% | +11% | 76.1 |
| 11 |  $IDXX | IDEXX LABORATORIES INC /DE | $6.4M | 2.5% | +0% | 73.6 |
| 12 |  $SBUX | STARBUCKS CORP | $6.1M | 2.4% | +6% | 54.6 |
| 13 |  $RBA | RB GLOBAL INC. | $5.6M | 2.2% | +4% | — |
| 14 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $5.3M | 2.1% | +0% | 71.2 |
| 15 |  $AFL | AFLAC INC | $4.9M | 1.9% | +5% | 60.3 |
| 16 |  $PEP | PEPSICO INC | $4.4M | 1.7% | +5% | 62.7 |
| 17 |  $APD | Air Products & Chemicals, Inc. | $4.3M | 1.7% | +2% | 41.2 |
| 18 |  $AMG | AFFILIATED MANAGERS GROUP, INC. | $4.3M | 1.7% | +0% | 60.3 |
| 19 |  $WEX | WEX Inc. | $4.3M | 1.7% | +2% | 49 |
| 20 |  $GE | GENERAL ELECTRIC CO | $4.1M | 1.6% | +0% | 74.8 |
| 21 |  $OMC | OMNICOM GROUP INC. | $3.9M | 1.5% | +2% | 60.5 |
| 22 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $3.8M | 1.5% | +0% | 63.7 |
| 23 |  $JNJ | JOHNSON & JOHNSON | $3.6M | 1.4% | +3% | 72.8 |
| 24 |  $GILD | GILEAD SCIENCES, INC. | $3.5M | 1.4% | +4% | 77.8 |
| 25 |  $GEV | GE Vernova Inc. | $3.1M | 1.2% | +0% | 70.1 |
| 26 |  $DORM | Dorman Products, Inc. | $2.9M | 1.2% | +0% | 63.1 |
| 27 |  $STT | STATE STREET CORP | $2.8M | 1.1% | +0% | 61.5 |
| 28 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $2.8M | 1.1% | +0% | 77.6 |
| 29 |  $BDX | BECTON DICKINSON & CO | $2.6M | 1.0% | +2% | 50.7 |
| 30 |  $BWA | BORGWARNER INC | $2.6M | 1.0% | +0% | 57.2 |
| 31 |  $EL | ESTEE LAUDER COMPANIES INC | $2.5M | 1.0% | +6% | 52.5 |
| 32 |  $CAKE | CHEESECAKE FACTORY INC | $2.4M | 0.9% | +2% | 58.3 |
| 33 |  $CTAS | CINTAS CORP | $2.3M | 0.9% | +0% | 76.3 |
| 34 |  $INTU | INTUIT INC. | $1.9M | 0.7% | +13% | 82 |
| 35 |  $SPY | SPDR S&P 500 ETF TRUST | $1.7M | 0.7% | +0% | — |
| 36 |  $FIS | Fidelity National Information Services, Inc. | $1.7M | 0.7% | -1% | 69.6 |
| 37 |  $MSFT | MICROSOFT CORP | $1.7M | 0.7% | +0% | 83.7 |
| 38 |  $MCO | MOODYS CORP /DE/ | $1.6M | 0.6% | +0% | 81.3 |
| 39 |  $ACN | Accenture plc | $1.5M | 0.6% | +0% | — |
| 40 |  $GEN | Gen Digital Inc. | $1.4M | 0.6% | +3% | 67.7 |
| 41 |  $BRK.A | BERKSHIRE HATHAWAY INC | $1.4M | 0.6% | +0% | 64.5 |
| 42 |  $ABT | ABBOTT LABORATORIES | $1.4M | 0.6% | +13% | 67 |
| 43 |  $ABBV | AbbVie Inc. | $1.4M | 0.5% | +12% | 59.3 |
| 44 | — | ISHARES MSCI EAFE ETF | $1.3M | 0.5% | +2% | — |
| 45 |  $WDAY | Workday, Inc. | $1.2M | 0.5% | +0% | 74.2 |
| 46 |  $SYY | SYSCO CORP | $1.2M | 0.5% | +30% | 58.4 |
| 47 |  $JPM | JPMORGAN CHASE & CO | $1.2M | 0.5% | +0% | 35.6 |
| 48 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.1M | 0.5% | +0% | — |
| 49 |  $EFX | EQUIFAX INC | $1.1M | 0.4% | +42% | 69.4 |
| 50 | — | FTSE EMERGING MARKETS ETF | $1.1M | 0.4% | +4% | — |
| 51 |  $KMX | CARMAX INC | $1.0M | 0.4% | +5% | 54.1 |
| 52 |  $PHIN | PHINIA INC. | $1.0M | 0.4% | +0% | 56.6 |
| 53 |  $BOOT | Boot Barn Holdings, Inc. | $947,096 | 0.4% | +0% | 73.5 |
| 54 |  $COST | COSTCO WHOLESALE CORP /NEW | $934,651 | 0.4% | +0% | 67 |
| 55 |  $PG | PROCTER & GAMBLE Co | $845,118 | 0.3% | +22% | 72.9 |
| 56 |  $XOM | EXXON MOBIL CORP | $822,681 | 0.3% | +0% | 61.8 |
| 57 |  $AMGN | AMGEN INC | $774,070 | 0.3% | +0% | 79.5 |
| 58 |  $SMG | SCOTTS MIRACLE-GRO CO | $709,957 | 0.3% | +0% | 74.9 |
| 59 |  $PYPL | PayPal Holdings, Inc. | $692,019 | 0.3% | +0% | 70.5 |
| 60 |  $WAT | WATERS CORP /DE/ | $660,880 | 0.3% | NEW | 69.9 |
| 61 |  $MDT | Medtronic plc | $632,545 | 0.3% | +0% | — |
| 62 |  $J | JACOBS SOLUTIONS INC. | $607,784 | 0.2% | +4% | 47.7 |
| 63 |  $TSCO | TRACTOR SUPPLY CO /DE/ | $600,225 | 0.2% | +0% | 60.7 |
| 64 |  $GEHC | GE HealthCare Technologies Inc. | $584,352 | 0.2% | +0% | 58.2 |
| 65 |  $GNTX | GENTEX CORP | $574,655 | 0.2% | +0% | 65.5 |
| 66 |  $KNX | Knight-Swift Transportation Holdings Inc. | $550,177 | 0.2% | +0% | 49.3 |
| 67 |  $V | VISA INC. | $449,431 | 0.2% | +0% | 83.5 |
| 68 |  $ADBE | ADOBE INC. | $396,707 | 0.2% | +0% | 80.4 |
| 69 |  $PFE | PFIZER INC | $366,247 | 0.1% | +0% | 69 |
| 70 |  $IRM | IRON MOUNTAIN INC | $357,490 | 0.1% | +0% | 50.7 |
| 71 |  $NTRS | NORTHERN TRUST CORP | $341,946 | 0.1% | +0% | 71.8 |
| 72 |  $ECL | ECOLAB INC. | $340,506 | 0.1% | +0% | 64.3 |
| 73 |  $MA | Mastercard Inc | $332,274 | 0.1% | +0% | 81.7 |
| 74 |  $LOW | LOWES COMPANIES INC | $309,527 | 0.1% | +0% | 63.5 |
| 75 |  $BP | BP PLC | $277,300 | 0.1% | +0% | — |
| 76 |  $MS | MORGAN STANLEY | $240,437 | 0.1% | +0% | — |
| 77 |  $INTC | INTEL CORP | $221,312 | 0.1% | NEW | 41.5 |
| 78 |  $META | Meta Platforms, Inc. | $203,249 | 0.1% | +0% | 80.9 |
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