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

CIK 1620081 · latest 13F-HR filed 2026-08-14

Long Road Investment Counsel, LLC manages $271.3M in 13F-reported U.S. long-equity assets across 80 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are ORLY (10.29%), GOOG (6.32%), GOOGL (6.11%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 3 new positions, exited 1, added to 36, and trimmed 21.

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.

Filer Information
Address
107 WEST MICHIGAN AVENUE
SUITE 804
KALAMAZOO, MI 49007-3946
Phone
(269) 488-8001
Filing Manager
Long Road Investment Counsel, LLC
Kalamazoo, MI
Signatory
Charles D. Wattles
Member
Loading holdings…
AUM

$271.3M

Long-equity book

Holdings

80

Distinct positions

Period

2026-06-30

Filed 2026-08-14

Q/Q Activity

+3 / −1 / ↑36 / ↓21

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET CL A$3.2M +24.3%
  • ALPHABET INC$3.2M +22.5%
  • GE AEROSPACE$1.3M +31.7%
  • RB GLOBAL INC$1.2M +21.5%
  • AUTOMATIC DATA PROCESSING IN$1.1M +10.2%
Show all 36 →

Top Trims

  • ICE-$1.7M -21.7%
  • INTUIT-$748.9K -39.6%
  • PEPSICO INC-$579.3K -13.0%
  • ACCENTURE-$547.8K -37.5%
  • BROADRIDGE-$432.7K -15.7%
Show all 21 →

New Positions

  • DELL CL C$358.1K
  • F5 INC$249.6K
  • BANK OF NY MELLON CORP$231.4K
Show all 3 →

Exited Positions

  • META PLATFORMS$203.2K
Show all 1 →
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 AUTOMOTIVE INC ORLY 67103H107 $27.9M 10.29% 303,265 SH
2 ALPHABET INC GOOG 02079K107 $17.2M 6.32% 48,549 SH
3 ALPHABET CL A GOOGL 02079K305 $16.6M 6.11% 46,405 SH
4 STRYKER CORPORATION SYK 863667101 $13.5M 4.98% 42,907 SH
5 AUTOMATIC DATA PROCESSING IN ADP 053015103 $12.0M 4.41% 53,409 SH
6 FASTENAL CO FAST 311900104 $11.9M 4.39% 247,990 SH
7 ILLINOIS TOOL WKS INC ITW 452308109 $10.4M 3.85% 38,576 SH
8 ORACLE ORCL 68389X105 $9.6M 3.54% 65,589 SH
9 APPLE INC AAPL 037833100 $8.4M 3.10% 29,100 SH
10 STARBUCKS CORP SBUX 855244109 $7.0M 2.58% 68,570 SH
11 RB GLOBAL INC RBA 74935Q107 $6.8M 2.50% 58,140 SH
12 ICE ICE 45866F104 $6.2M 2.30% 50,735 SH
13 EXPEDITORS INTL WASH INC EXPD 302130109 $6.0M 2.21% 36,875 SH
14 IDEXX LABS INC IDXX 45168D104 $6.0M 2.19% 11,307 SH
15 GE AEROSPACE GE 369604301 $5.4M 1.97% 14,324 SH
16 AFFILIATED MANAGERS GROUP AMG 008252108 $5.2M 1.93% 15,481 SH
17 AFLAC INC AFL 001055102 $5.2M 1.93% 44,650 SH
18 AIR PRODUCTS AND CHEMICALS I APD 009158106 $4.4M 1.61% 14,935 SH
19 GE VERNOVA GEV 36828A101 $4.2M 1.55% 3,569 SH
20 WEX INC WEX 96208T104 $3.9M 1.45% 27,904 SH
21 PEPSICO INC PEP 713448108 $3.9M 1.43% 28,580 SH
22 THERMO FISHER SCIENTIFIC INC TMO 883556102 $3.9M 1.42% 7,691 SH
23 DORMAN PRODS INC DORM 258278100 $3.9M 1.42% 28,250 SH
24 JOHNSON & JOHNSON JNJ 478160104 $3.8M 1.38% 14,795 SH
25 OMNICOM GROUP INC OMC 681919106 $3.7M 1.38% 51,403 SH
26 STATE STR CORP STT 857477103 $3.7M 1.38% 22,001 SH
27 CHEESECAKE FACTORY INC CAKE 163072101 $3.5M 1.29% 43,920 SH
28 GILEAD SCIENCES INC GILD 375558103 $3.2M 1.16% 24,950 SH
29 BORGWARNER INC BWA 099724106 $3.1M 1.15% 47,030 SH
30 LAUDER ESTEE COS INC EL 518439104 $2.7M 1.00% 34,484 SH
31 BECTON DICKINSON & CO BDX 075887109 $2.5M 0.91% 16,349 SH
32 CINTAS CORP CTAS 172908105 $2.3M 0.87% 13,800 SH
33 BROADRIDGE BR 11133T103 $2.3M 0.86% 16,950 SH
34 SPDR S&P 500 ETF SPY 78462F103 $2.0M 0.73% 2,639 SH
35 GEN DIGITAL INC GEN 668771108 $1.9M 0.70% 76,425 SH
36 MICROSOFT CORP MSFT 594918104 $1.7M 0.63% 4,567 SH
37 MOODYS CORP MCO 615369105 $1.7M 0.61% 3,679 SH
38 ABBVIE ABBV 00287Y109 $1.6M 0.59% 6,335 SH
39 BERKSHIRE HATHAWAY INC DEL BRK.A 084670108 $1.5M 0.55% 2 SH
40 FIDELITY NATL INFORMATION SVCS FIS 31620M106 $1.4M 0.53% 36,827 SH
41 ISHARES TR EFA 464287465 $1.4M 0.52% 13,640 SH
42 SYSCO CORP SYY 871829107 $1.4M 0.50% 16,360 SH
43 CARMAX INC KMX 143130102 $1.3M 0.49% 24,960 SH
44 JPMORGAN CHASE JPM 46625H100 $1.3M 0.47% 3,932 SH
45 ABBOTT LABORATORIES ABT 002824100 $1.2M 0.45% 13,485 SH
46 PHINIA INC PHIN 71880K101 $1.2M 0.45% 14,826 SH
47 SPDR S&PMIDCAP 400 ETF MDY 78467Y107 $1.2M 0.45% 1,720 SH
48 VANGUARD INTL EQUITY INDEX F VWO 922042858 $1.2M 0.43% 19,500 SH
49 WORKDAY INC WDAY 98138H101 $1.1M 0.42% 9,391 SH
50 INTUIT INTU 461202103 $1.1M 0.42% 4,370 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-08-14 $271.3M 80 0000905729-26-000146
2026-03-31 2026-05-08 $255.0M 78 0000905729-26-000098
2025-12-31 2026-02-04 $264.0M 79 0000905729-26-000033