Long Road Investment Counsel, LLC — 13F Holdings & Portfolio

CIK 1620081 · latest 13F-HR filed 2026-05-08

Long Road Investment Counsel, LLC manages $255.0M in 13F-reported U.S. long-equity assets across 78 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are ORLY (10.98%), SYK (5.53%), GOOG (5.49%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 3, added to 23, and trimmed 33.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Loading holdings…
AUM

$255.0M

Long-equity book

Holdings

78

Distinct positions

Period

2026-03-31

Filed 2026-05-08

Q/Q Activity

+2 / −3 / ↑23 / ↓33

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • FASTENAL$1.8M +18.7%
  • ITW$786.4K +8.5%
  • GE VERNOVA$782.9K +33.6%
  • AIR PRODUCTS$724.4K +20.0%
  • STARBUCKS$672.1K +12.3%
Show all 23

Top Trims

  • ORACLE-$2.9M -23.1%
  • ADP-$2.3M -17.6%
  • IDEXX LABS-$1.3M -16.9%
  • BROADRIDGE-$1.0M -27.2%
  • ALPHABET CL C-$938.1K -6.3%
Show all 33

New Positions

  • WATERS$660.9K
  • INTEL$221.3K
Show all 2

Exited Positions

  • PAYCHEX$224.4K
  • AMER EXPRESS$212.0K
  • TESLA MOTOR$202.4K
Show all 3
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 OREILLY AUTO ORLY 67103H107 $28.0M 10.98% 303,265 SH
2 STRYKER SYK 863667101 $14.1M 5.53% 42,957 SH
3 ALPHABET CL C GOOG 02079K107 $14.0M 5.49% 48,799 SH
4 ALPHABET CL A GOOGL 02079K305 $13.3M 5.23% 46,405 SH
5 FASTENAL FAST 311900104 $11.5M 4.51% 247,990 SH
6 ADP ADP 053015103 $10.9M 4.26% 53,429 SH
7 ITW ITW 452308109 $10.0M 3.94% 38,606 SH
8 ORACLE ORCL 68389X105 $9.7M 3.79% 65,639 SH
9 INTERCONTINENTAL EXCHANGE ICE 45866F104 $8.0M 3.13% 50,735 SH
10 APPLE INC AAPL 037833100 $7.4M 2.90% 29,100 SH
11 IDEXX LABS IDXX 45168D104 $6.4M 2.49% 11,307 SH
12 STARBUCKS SBUX 855244109 $6.1M 2.41% 68,570 SH
13 RB GLOBAL RBA 74935Q107 $5.6M 2.19% 58,140 SH
14 EXPEDITORS EXPD 302130109 $5.3M 2.08% 36,955 SH
15 AFLAC AFL 001055102 $4.9M 1.92% 44,650 SH
16 PEPSICO PEP 713448108 $4.4M 1.74% 28,650 SH
17 AIR PRODUCTS APD 009158106 $4.3M 1.70% 14,960 SH
18 AFFILIATED MANAGERS GROUP AMG 008252108 $4.3M 1.69% 15,581 SH
19 WEX WEX 96208T104 $4.3M 1.68% 28,034 SH
20 GE AEROSPACE GE 369604301 $4.1M 1.59% 14,324 SH
21 OMNICOM OMC 681919106 $3.9M 1.52% 51,503 SH
22 THERMO FISHER SCIENTIFIC TMO 883556102 $3.8M 1.49% 7,711 SH
23 JOHNSON & JOHNSON JNJ 478160104 $3.6M 1.42% 14,795 SH
24 GILEAD SCIENCES GILD 375558103 $3.5M 1.36% 24,950 SH
25 GE VERNOVA GEV 36828A101 $3.1M 1.22% 3,569 SH
26 DORMAN PRODUCTS DORM 258278100 $2.9M 1.16% 28,250 SH
27 STATE STREET STT 857477103 $2.8M 1.09% 22,001 SH
28 BROADRIDGE BR 11133T103 $2.8M 1.08% 16,950 SH
29 BECTON DICKINSON & CO BDX 075887109 $2.6M 1.01% 16,349 SH
30 BORG WARNER BWA 099724106 $2.6M 1.00% 47,030 SH
31 LAUDER, ESTEE EL 518439104 $2.5M 0.97% 34,484 SH
32 CHEESECAKE FACTORY INC CAKE 163072101 $2.4M 0.94% 43,920 SH
33 CINTAS CTAS 172908105 $2.3M 0.92% 13,800 SH
34 INTUIT INTU 461202103 $1.9M 0.74% 4,370 SH
35 SPDR S&P 500 ETF SPY 78462F103 $1.7M 0.68% 2,679 SH
36 FIDELITY NATL INFORMATION SVCS FIS 31620M106 $1.7M 0.68% 36,972 SH
37 MICROSOFT MSFT 594918104 $1.7M 0.66% 4,567 SH
38 MOODYS CORP MCO 615369105 $1.6M 0.63% 3,679 SH
39 ACCENTURE ACN G1151C101 $1.5M 0.57% 7,375 SH
40 GEN DIGITAL GEN 668771108 $1.4M 0.56% 76,425 SH
41 BERKSHIRE CL A BRK.A 084670108 $1.4M 0.56% 2 SH
42 ABBOTT LABS ABT 002824100 $1.4M 0.55% 13,545 SH
43 ABBVIE ABBV 00287Y109 $1.4M 0.54% 6,335 SH
44 ISHARES MSCI EAFE ETF EFA 464287465 $1.3M 0.52% 13,640 SH
45 WORKDAY WDAY 98138H101 $1.2M 0.48% 9,391 SH
46 SYSCO CORP SYY 871829107 $1.2M 0.46% 16,360 SH
47 JP MORGAN CHASE JPM 46625H100 $1.2M 0.45% 3,932 SH
48 SPDR S&PMIDCAP 400 ETF MDY 78467Y107 $1.1M 0.45% 1,850 SH
49 EQUIFAX EFX 294429105 $1.1M 0.42% 5,885 SH
50 FTSE EMERGING MARKETS ETF VWO 922042858 $1.1M 0.41% 19,500 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-08 $255.0M 78 0000905729-26-000098
2025-12-31 2026-02-04 $264.0M 79 0000905729-26-000033