Long Road Investment Counsel, LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on February 4, 2026, for the 2025 Q4 period, Long Road Investment Counsel, LLC held in its portfolio 79 assets valued at $263,980,288 (i.e. $263.98M).
The most valuable assets in the portfolio included: OREILLY AUTO ($26.89M), STRYKER ($14.96M), and ALPHABET CL C ($14.94M).
The chart below shows the top 10 valuable assets, and the table below shows the top 79 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Long Road Investment Counsel, LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| OREILLY AUTO | 294765 | 26885516 | COM |
| STRYKER | 42556 | 14957157 | COM |
| ALPHABET CL C | 47599 | 14936599 | COM |
| ALPHABET CL A | 45205 | 14149165 | COM |
| ADP | 51195 | 13168890 | COM |
| ORACLE | 64439 | 12559805 | COM |
| FASTENAL | 241590 | 9695007 | COM |
| ILLINOIS TOOL WORKS | 37606 | 9262358 | COM |
| INTERCONTINENTAL EXCHANGE | 49585 | 8030787 | COM |
| IDEXX LABS | 11307 | 7649525 | COM |
| APPLE | 26300 | 7149918 | COM |
| RB GLOBAL INC | 55840 | 5744261 | COM |
| EXPEDITORS | 36955 | 5506665 | COM |
| STARBUCKS | 64970 | 5471124 | COM |
| AFLAC | 42650 | 4703015 | COM |
| AFFILIATED MANAGERS GROUP | 15581 | 4491691 | COM |
| THERMO FISHER | 7711 | 4468139 | COM |
| GE AEROSPACE | 14324 | 4412145 | COM |
| WEX | 27434 | 4087117 | COM |
| OMNICOM | 50303 | 4061967 | COM |
| PEPSICO | 27184 | 3901448 | COM |
| BROADRIDGE | 16950 | 3782731 | COM |
| AIR PRODUCTS & CHEMICALS INC | 14660 | 3621313 | COM |
| DORMAN PRODUCTS | 28250 | 3480117 | COM |
| LAUDER, ESTEE | 32484 | 3401724 | COM |
| BECTON DICKINSON | 16049 | 3114629 | COM |
| JOHNSON & JOHNSON | 14395 | 2979045 | COM |
| GILEAD SCIENCES | 23950 | 2939623 | COM |
| STATE STREET | 22001 | 2838349 | COM |
| CINTAS CORP | 13800 | 2595366 | COM |
| INTUIT | 3870 | 2563565 | COM |
| FIDELITY NATIONAL INFORMATION | 37372 | 2483743 | COM |
| GE VERNOVA | 3569 | 2332918 | COM |
| MICROSOFT | 4567 | 2208693 | COM |
| CHEESECAKE | 43120 | 2176698 | COM |
| BORG WARNER | 47030 | 2119172 | COM |
| WORKDAY | 9391 | 2016999 | COM |
| GEN DIGITAL | 73925 | 2010021 | COM |
| ACCENTURE | 7375 | 1978712 | COM |
| MOODYS | 3679 | 1879417 | COM |
| SPDR S&P 500 ETF | 2679 | 1826864 | ETF |
| BERKSHIRE CL A | 2 | 1509600 | COM |
| ABBOTT LABS | 12024 | 1506487 | COM |
| ABBVIE | 5639 | 1288455 | COM |
| ISHARES MSCI EAFE ETF | 13340 | 1281040 | ETF |
| JPMORGAN CHASE | 3932 | 1266969 | COM |
| BOOT BARN | 6471 | 1141937 | COM |
| STATE STREET SPDR S&PMIDCAP 40 | 1850 | 1116068 | ETF |
| VANGUARD FTSE EMERGING MARKETS | 18680 | 1004237 | ETF |
| PHINIA INC | 14826 | 929442 | COM |
| CARMAX | 23980 | 926587 | COM |
| SYSCO | 12568 | 926136 | COM |
| EQUIFAX | 4139 | 898080 | COM |
| PAYPAL | 15300 | 893214 | COM |
| COSTCO | 938 | 808875 | COM |
| AMGEN | 2200 | 720082 | COM |
| MEDTRONIC | 7300 | 701238 | COM |
| PROCTER & GAMBLE | 4815 | 690038 | COM |
| SCOTTS MIRACLE-GRO CO CL A | 11675 | 681236 | COM |
| GE HEALTHCARE | 8209 | 673343 | COM |
| TRACTOR SUPPLY | 13250 | 662632 | COM |
| GENTEX | 26300 | 612001 | COM |
| JACOBS SOLUTIONS INC | 4575 | 606027 | COM |
| EXXON MOBIL CORP | 4849 | 583529 | COM |
| ADOBE | 1632 | 571184 | COM |
| VISA INC CL A | 1487 | 521506 | COM |
| KNIGHT-SWIFT TRANSPORTATION | 9555 | 499535 | COM |
| MASTERCARD | 665 | 379635 | COM |
| ECOLAB | 1280 | 336026 | COM |
| NORTHERN TRUST | 2450 | 334645 | COM |
| PFIZER | 13043 | 324771 | COM |
| LOWES | 1310 | 315920 | COM |
| IRON MOUNTAIN | 3500 | 290325 | COM |
| MORGAN STANLEY | 1461 | 259371 | COM |
| META PLATFORMS | 355 | 234497 | COM |
| PAYCHEX | 2000 | 224360 | COM |
| AMER EXPRESS | 573 | 211981 | COM |
| BP | 5900 | 204907 | COM |
| TESLA MOTOR | 450 | 202374 | COM |
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