Long Road Investment Counsel, LLC Top Holdings and 13F Report (2026)

About Long Road Investment Counsel, LLC

Investment Activity

Long Road Investment Counsel, LLC has $255.03 million in total holdings as of March 31, 2026.
Long Road Investment Counsel, LLC owns shares of 78 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
Approximately 5.42% of the portfolio was purchased this quarter.
About 0.25% of the portfolio was sold this quarter.
This quarter, Long Road Investment Counsel, LLC has purchased 76 new stocks and bought additional shares in 32 stocks.
Long Road Investment Counsel, LLC sold shares of 0 stocks and completely divested from 3 stocks this quarter.

Largest Holdings

O'Reilly Automotive: $27,994,392
Stryker: $14,115,241
Alphabet: $13,998,511
Alphabet: $13,344,222
Fastenal: $11,506,736

Largest New Holdings this Quarter

36828a101 - GE VERNOVA: $3,115,817 Holding
31620m106 - Fidelity National Information Services: $1,734,357 Holding
00287y109 - AbbVie: $1,377,799 Holding
941848103 - Waters: $660,880 Holding
458140100 - Intel: $221,312 Holding

Largest Purchases this Quarter

GE VERNOVA: 3,569 shares (about $3.12M)
Fidelity National Information Services: 36,972 shares (about $1.73M)
AbbVie: 6,335 shares (about $1.38M)
O'Reilly Automotive: 8,500 shares (about $784.63K)
Apple: 2,800 shares (about $710.61K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
ORLY O'Reilly Automotive	$27,994,392	$784,635 â–²	2.9%	303,265	11.0%	Retail/Wholesale
SYK Stryker	$14,115,241	$131,765 â–²	0.9%	42,957	5.5%	Medical
GOOG Alphabet	$13,998,511	$344,233 â–²	2.5%	48,799	5.5%	Computer and Technology
GOOGL Alphabet	$13,344,222	$345,072 â–²	2.7%	46,405	5.2%	Computer and Technology
FAST Fastenal	$11,506,736	$296,960 â–²	2.6%	247,990	4.5%	Retail/Wholesale
ADP Automatic Data Processing	$10,855,704	$453,904 â–²	4.4%	53,429	4.3%	Computer and Technology
ITW Illinois Tool Works	$10,048,756	$260,290 â–²	2.7%	38,606	3.9%	Industrials
ORCL Oracle	$9,656,153	$176,532 â–²	1.9%	65,639	3.8%	Computer and Technology
ICE Intercontinental Exchange	$7,979,601	$180,872 â–²	2.3%	50,735	3.1%	Finance
AAPL Apple	$7,385,289	$710,612 â–²	10.6%	29,100	2.9%	Computer and Technology
IDXX IDEXX Laboratories	$6,353,290		0.0%	11,307	2.5%	Medical
SBUX Starbucks	$6,143,186	$322,524 â–²	5.5%	68,570	2.4%	Retail/Wholesale
RBA RB Global	$5,572,719	$220,455 â–²	4.1%	58,140	2.2%	Business Services
EXPD Expeditors International of Washington	$5,293,065		0.0%	36,955	2.1%	Transportation
AFL Aflac	$4,898,551	$219,420 â–²	4.7%	44,650	1.9%	Finance
PEP PepsiCo	$4,449,058	$227,655 â–²	5.4%	28,650	1.7%	Consumer Staples
APD Air Products and Chemicals	$4,345,730	$87,147 â–²	2.0%	14,960	1.7%	Basic Materials
AMG Affiliated Managers Group	$4,311,263		0.0%	15,581	1.7%	Finance
WEX WEX	$4,290,323	$91,824 â–²	2.2%	28,034	1.7%	Business Services
GE GE Aerospace	$4,064,651		0.0%	14,324	1.6%	Aerospace
OMC Omnicom Group	$3,878,691	$90,372 â–²	2.4%	51,503	1.5%	Business Services
TMO Thermo Fisher Scientific	$3,790,188		0.0%	7,711	1.5%	Medical
JNJ Johnson & Johnson	$3,616,490	$97,776 â–²	2.8%	14,795	1.4%	Medical
GILD Gilead Sciences	$3,477,281	$139,370 â–²	4.2%	24,950	1.4%	Medical
GE VERNOVA	$3,115,817	$3,115,817 â–²	New Holding	3,569	1.2%	COM
DORM Dorman Products	$2,948,170		0.0%	28,250	1.2%	Auto/Tires/Trucks
STT State Street	$2,784,447		0.0%	22,001	1.1%	Finance
BR Broadridge Financial Solutions	$2,754,036		0.0%	16,950	1.1%	Computer and Technology
BDX Becton, Dickinson and Company	$2,570,553	$47,169 â–²	1.9%	16,349	1.0%	Medical
BWA BorgWarner	$2,551,848		0.0%	47,030	1.0%	Auto/Tires/Trucks
EL Estee Lauder Companies	$2,474,917	$143,540 â–²	6.2%	34,484	1.0%	Consumer Staples
CAKE Cheesecake Factory	$2,404,620	$43,800 â–²	1.9%	43,920	0.9%	Retail/Wholesale
CTAS Cintas	$2,334,132		0.0%	13,800	0.9%	Business Services
INTU Intuit	$1,889,501	$216,190 â–²	12.9%	4,370	0.7%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$1,742,261		0.0%	2,679	0.7%	Finance
FIS Fidelity National Information Services	$1,734,357	$1,734,357 â–²	New Holding	36,972	0.7%	Business Services
MSFT Microsoft	$1,690,566		0.0%	4,567	0.7%	Computer and Technology
MCO Moody's	$1,604,964		0.0%	3,679	0.6%	Finance
ACN Accenture	$1,462,389		0.0%	7,375	0.6%	Computer and Technology
GEN DIGITAL	$1,439,083	$47,075 â–²	3.4%	76,425	0.6%	COM
BRK.A Berkshire Hathaway	$1,436,280		0.0%	2	0.6%	Finance
ABT Abbott Laboratories	$1,390,665	$156,161 â–²	12.6%	13,545	0.5%	Medical
ABBV AbbVie	$1,377,799	$1,377,799 â–²	New Holding	6,335	0.5%	Medical
EFA iShares MSCI EAFE ETF	$1,324,853	$29,139 â–²	2.2%	13,640	0.5%	Finance
WDAY Workday	$1,220,079		0.0%	9,391	0.5%	Computer and Technology
SYY Sysco	$1,166,959	$270,483 â–²	30.2%	16,360	0.5%	Consumer Staples
JPM JPMorgan Chase & Co.	$1,156,637		0.0%	3,932	0.5%	Finance
MDY SPDR S&P MidCap 400 ETF Trust	$1,141,006		0.0%	1,850	0.4%	ETF
EFX Equifax	$1,059,712	$314,402 â–²	42.2%	5,885	0.4%	Business Services
VWO Vanguard FTSE Emerging Markets ETF	$1,053,975	$44,321 â–²	4.4%	19,500	0.4%	ETF
KMX CarMax	$1,042,826	$45,738 â–²	4.6%	25,080	0.4%	Retail/Wholesale
PHIN PHINIA	$1,014,691		0.0%	14,826	0.4%	Auto/Tires/Trucks
BOOT Boot Barn	$947,096		0.0%	6,471	0.4%	Retail/Wholesale
COST Costco Wholesale	$934,651		0.0%	938	0.4%	Retail/Wholesale
PG Procter & Gamble	$845,118	$149,640 â–²	21.5%	5,851	0.3%	Consumer Staples
XOM ExxonMobil	$822,681		0.0%	4,849	0.3%	Energy
AMGN Amgen	$774,070		0.0%	2,200	0.3%	Medical
SMG Scotts Miracle-Gro	$709,957		0.0%	11,675	0.3%	Consumer Staples
PYPL PayPal	$692,019		0.0%	15,300	0.3%	Business Services
WAT Waters	$660,880	$660,880 â–²	New Holding	2,219	0.3%	Medical
MDT Medtronic	$632,545		0.0%	7,300	0.2%	Medical
J Jacobs Solutions	$607,784	$25,457 â–²	4.4%	4,775	0.2%	Business Services
TSCO Tractor Supply	$600,225		0.0%	13,250	0.2%	Retail/Wholesale
GEHC GE HealthCare Technologies	$584,352		0.0%	8,209	0.2%	Medical
GNTX Gentex	$574,655		0.0%	26,300	0.2%	Auto/Tires/Trucks
KNX Knight-Swift Transportation	$550,177		0.0%	9,555	0.2%	Transportation
V Visa	$449,431		0.0%	1,487	0.2%	Business Services
ADBE Adobe	$396,707		0.0%	1,632	0.2%	Computer and Technology
PFE Pfizer	$366,247		0.0%	13,043	0.1%	Medical
IRM Iron Mountain	$357,490		0.0%	3,500	0.1%	Business Services
NTRS Northern Trust	$341,946		0.0%	2,450	0.1%	Finance
ECL Ecolab	$340,506		0.0%	1,280	0.1%	Basic Materials
MA Mastercard	$332,274		0.0%	665	0.1%	Business Services
LOW Lowe's Companies	$309,527		0.0%	1,310	0.1%	Retail/Wholesale
BP BP	$277,300		0.0%	5,900	0.1%	Energy
MS Morgan Stanley	$240,437		0.0%	1,461	0.1%	Finance
INTC Intel	$221,312	$221,312 â–²	New Holding	5,015	0.1%	Computer and Technology
META Meta Platforms	$203,249		0.0%	355	0.1%	Computer and Technology
PAYX Paychex	$0	$224,360 â–¼	-100.0%	0	0.0%	Computer and Technology
AXP American Express	$0	$211,981 â–¼	-100.0%	0	0.0%	Finance
TSLA Tesla	$0	$202,374 â–¼	-100.0%	0	0.0%	Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

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Long Road Investment Counsel, LLC Top Holdings and 13F Report (2026)

About Long Road Investment Counsel, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

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Long Road Investment Counsel, LLC Top Holdings and 13F Report (2026)

About Long Road Investment Counsel, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLong Road Investment Counsel, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools