Long Road Investment Counsel, LLC
Long Road Investment Counsel, LLC reported 80 holdings worth US$271M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Long Road Investment Counsel, LLC reported 80 holdings worth US$271M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, O'reilly Automotive, Inc. and Stryker Corporation. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 80
- Value as reported
- US$271M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 94,405 | US$33.7M | 12.4% |
| O'reilly Automotive, Inc. | 303K | US$27.9M | 10.3% |
| Stryker Corporation | 42,907 | US$13.5M | 5.0% |
| Automatic Data Processing, Inc. | 53,409 | US$12M | 4.4% |
| Fastenal Company | 248K | US$11.9M | 4.4% |
| Illinois Tool Works Inc. | 38,576 | US$10.4M | 3.8% |
| Oracle Corporation | 65,589 | US$9.61M | 3.5% |
| Apple Inc | 29,100 | US$8.42M | 3.1% |
| Starbucks Corporation | 68,570 | US$7.01M | 2.6% |
| Rb Global, Inc. | 58,140 | US$6.77M | 2.5% |
| Intercontinental Exchange Inc. | 50,735 | US$6.25M | 2.3% |
| Expeditors International Of Washington, Inc. | 36,875 | US$6.01M | 2.2% |
| Idexx Laboratories, Inc. | 11,307 | US$5.95M | 2.2% |
| Ge Aerospace | 14,324 | US$5.35M | 2.0% |
| Affiliated Managers Group, Inc. | 15,481 | US$5.24M | 1.9% |
| Aflac Incorporated | 44,650 | US$5.24M | 1.9% |
| Air Products And Chemicals, Inc. | 14,935 | US$4.38M | 1.6% |
| Ge Vernova Inc. | 3,569 | US$4.19M | 1.5% |
| Wex Inc. | 27,904 | US$3.94M | 1.5% |
| Pepsico, Inc. | 28,580 | US$3.87M | 1.4% |
| Thermo Fisher Scientific Inc | 7,691 | US$3.86M | 1.4% |
| Dorman Products, Inc. | 28,250 | US$3.85M | 1.4% |
| Johnson & Johnson | 14,795 | US$3.76M | 1.4% |
| Omnicom Group Inc. | 51,403 | US$3.74M | 1.4% |
| State Street Corporation | 22,001 | US$3.73M | 1.4% |
| The Cheesecake Factory Incorporated | 43,920 | US$3.49M | 1.3% |
| Gilead Sciences, Inc. | 24,950 | US$3.15M | 1.2% |
| Borgwarner Inc. | 47,030 | US$3.12M | 1.2% |
| Estee Lauder Companies, Inc. (the) | 34,484 | US$2.72M | 1.0% |
| Becton, Dickinson And Company | 16,349 | US$2.47M | 0.91% |
| Cintas Corporation | 13,800 | US$2.35M | 0.87% |
| Broadridge Financial Solutions, Inc. | 16,950 | US$2.32M | 0.86% |
| Gen Digital Inc. | 76,425 | US$1.9M | 0.70% |
| Microsoft Corp. | 4,567 | US$1.7M | 0.63% |
| Moody's Corporation | 3,679 | US$1.67M | 0.61% |
| Abbvie Inc. | 6,335 | US$1.59M | 0.59% |
| Berkshire Hathaway Inc. | 2,993 | US$1.5M | 0.55% |
| Fidelity National Information Services, Inc. | 36,827 | US$1.43M | 0.53% |
| Sysco Corporation | 16,360 | US$1.37M | 0.50% |
| Carmax Inc | 24,960 | US$1.32M | 0.49% |
| Jp Morgan Chase & Co. | 3,932 | US$1.29M | 0.47% |
| Abbott Laboratories | 13,485 | US$1.22M | 0.45% |
| Phinia Inc. | 14,826 | US$1.22M | 0.45% |
| Workday, Inc. | 9,391 | US$1.15M | 0.42% |
| Intuit Inc. | 4,370 | US$1.14M | 0.42% |
| Boot Barn Holdings, Inc. | 6,471 | US$1.06M | 0.39% |
| Equifax, Inc. | 5,885 | US$934K | 0.34% |
| Costco Wholesale Corporation | 938 | US$877K | 0.32% |
| Procter & Gamble Company (the) | 5,851 | US$858K | 0.32% |
| Waters Corporation | 2,220 | US$833K | 0.31% |
| Amgen Inc. | 2,200 | US$797K | 0.29% |
| Scotts Miracle-gro Company (the) | 11,675 | US$795K | 0.29% |
| Knight-swift Transportation Holdings Inc. | 9,355 | US$728K | 0.27% |
| Intel Corporation | 5,015 | US$700K | 0.26% |
| Gentex Corporation | 26,300 | US$665K | 0.24% |
| Paypal Holdings, Inc. | 15,300 | US$661K | 0.24% |
| Jacobs Solutions Inc. | 4,775 | US$602K | 0.22% |
| Ge Healthcare Technologies Inc. | 8,099 | US$518K | 0.19% |
| Visa Inc. | 1,487 | US$510K | 0.19% |
| Exxon Mobil Corporation | 3,569 | US$488K | 0.18% |
| Iron Mountain Incorporated (delaware) | 3,500 | US$442K | 0.16% |
| Northern Trust Corporation | 2,450 | US$426K | 0.16% |
| Tractor Supply Company | 13,250 | US$419K | 0.15% |
| Dell Technologies Inc. | 830 | US$358K | 0.13% |
| Ecolab Inc. | 1,280 | US$357K | 0.13% |
| Mastercard Incorporated | 665 | US$342K | 0.13% |
| Adobe Inc. | 1,592 | US$326K | 0.12% |
| Pfizer, Inc. | 13,043 | US$314K | 0.12% |
| Morgan Stanley | 1,461 | US$305K | 0.11% |
| Lowe's Companies, Inc. | 1,270 | US$280K | 0.10% |
| F5, Inc. | 600 | US$250K | 0.09% |
| The Bank Of New York Mellon Corporation | 1,600 | US$231K | 0.09% |
| Bp Plc | 5,900 | US$218K | 0.08% |
| Meta Platforms, Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
Related