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 $271.33 million in total holdings as of June 30, 2026.
Long Road Investment Counsel, LLC owns shares of 80 different stocks, but just 28 companies or ETFs make up 80% of its holdings.
Approximately 2.80% of the portfolio was purchased this quarter.
About 0.29% of the portfolio was sold this quarter.
This quarter, Long Road Investment Counsel, LLC has purchased 77 new stocks and bought additional shares in 1 stock.
Long Road Investment Counsel, LLC sold shares of 23 stocks and completely divested from 1 stock this quarter.

Largest Holdings

O'Reilly Automotive: $27,927,674
Alphabet: $17,153,855
Alphabet: $16,583,755
Stryker: $13,508,840
Automatic Data Processing: $11,960,946

Largest New Holdings this Quarter

74935Q107 - RB Global: $6,770,403 Holding
24703l202 - Dell Technologies: $358,112 Holding
315616102 - F5: $249,576 Holding
064058100 - BANK OF NY MELLON CORP: $231,376 Holding

Largest Purchases this Quarter

RB Global: 58,140 shares (about $6.77M)
Dell Technologies: 830 shares (about $358.11K)
F5: 600 shares (about $249.58K)
BANK OF NY MELLON CORP: 1,600 shares (about $231.38K)
Waters: 1 shares (about $375.04)

Largest Sales this Quarter

ExxonMobil: 1,280 shares (about $175.00K)
SPDR S&P MidCap 400 ETF Trust: 130 shares (about $91.43K)
Alphabet: 250 shares (about $88.33K)
Affiliated Managers Group: 100 shares (about $33.84K)
SPDR S&P 500 ETF Trust: 40 shares (about $29.87K)

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	$27,927,674		0.0%	303,265	10.3%	Consumer Discretionary
GOOG Alphabet	$17,153,855	$88,333 â–¼	-0.5%	48,549	6.3%	Communication Services
GOOGL Alphabet	$16,583,755		0.0%	46,405	6.1%	Communication Services
SYK Stryker	$13,508,840	$15,742 â–¼	-0.1%	42,907	5.0%	Healthcare
ADP Automatic Data Processing	$11,960,946	$4,479 â–¼	0.0%	53,409	4.4%	Industrials
FAST Fastenal	$11,910,960		0.0%	247,990	4.4%	Industrials
ITW Illinois Tool Works	$10,433,651	$8,114 â–¼	-0.1%	38,576	3.8%	Industrials
ORCL Oracle	$9,612,068	$7,328 â–¼	-0.1%	65,589	3.5%	Technology
AAPL Apple	$8,420,376		0.0%	29,100	3.1%	Technology
SBUX Starbucks	$7,007,168		0.0%	68,570	2.6%	Consumer Discretionary
RBA RB Global	$6,770,403	$6,770,403 â–²	New Holding	58,140	2.5%	Industrials
ICE Intercontinental Exchange	$6,245,986		0.0%	50,735	2.3%	Finance
EXPD Expeditors International of Washington	$6,009,887	$13,038 â–¼	-0.2%	36,875	2.2%	Industrials
IDXX IDEXX Laboratories	$5,952,457		0.0%	11,307	2.2%	Healthcare
GE GE Aerospace	$5,353,309		0.0%	14,324	2.0%	Industrials
AMG Affiliated Managers Group	$5,238,770	$33,840 â–¼	-0.6%	15,481	1.9%	Finance
AFL Aflac	$5,235,212		0.0%	44,650	1.9%	Finance
APD Air Products and Chemicals	$4,378,643	$7,329 â–¼	-0.2%	14,935	1.6%	Materials
GE VERNOVA	$4,193,663		0.0%	3,569	1.5%	COM
WEX WEX	$3,936,975	$18,342 â–¼	-0.5%	27,904	1.5%	Finance
PEP PepsiCo	$3,869,732	$9,478 â–¼	-0.2%	28,580	1.4%	Consumer Staples
TMO Thermo Fisher Scientific	$3,855,960	$10,027 â–¼	-0.3%	7,691	1.4%	Healthcare
DORM Dorman Products	$3,854,712		0.0%	28,250	1.4%	Consumer Discretionary
JNJ Johnson & Johnson	$3,757,486		0.0%	14,795	1.4%	Healthcare
OMC Omnicom Group	$3,743,680	$7,283 â–¼	-0.2%	51,403	1.4%	Communication Services
STT State Street	$3,731,370		0.0%	22,001	1.4%	Finance
CAKE Cheesecake Factory	$3,493,397		0.0%	43,920	1.3%	Consumer Discretionary
GILD Gilead Sciences	$3,152,183		0.0%	24,950	1.2%	Healthcare
BWA BorgWarner	$3,122,792		0.0%	47,030	1.2%	Consumer Discretionary
EL Estee Lauder Companies	$2,722,512		0.0%	34,484	1.0%	Consumer Staples
BDX Becton, Dickinson and Company	$2,474,094		0.0%	16,349	0.9%	Healthcare
CTAS Cintas	$2,347,104		0.0%	13,800	0.9%	Industrials
BR Broadridge Financial Solutions	$2,321,302		0.0%	16,950	0.9%	Industrials
SPY SPDR S&P 500 ETF Trust	$1,970,726	$29,871 â–¼	-1.5%	2,639	0.7%	ETF
GEN DIGITAL INC	$1,902,218		0.0%	76,425	0.7%	COM
MSFT Microsoft	$1,703,582		0.0%	4,567	0.6%	Technology
MCO Moody's	$1,666,293		0.0%	3,679	0.6%	Finance
ABBV AbbVie	$1,594,139		0.0%	6,335	0.6%	Healthcare
BRK.A Berkshire Hathaway	$1,497,700		0.0%	2	0.6%	Finance
FIS Fidelity National Information Services	$1,431,834	$5,638 â–¼	-0.4%	36,827	0.5%	Finance
EFA iShares MSCI EAFE ETF	$1,416,923		0.0%	13,640	0.5%	ETF
SYY Sysco	$1,367,369		0.0%	16,360	0.5%	Consumer Staples
KMX CarMax	$1,320,134	$6,347 â–¼	-0.5%	24,960	0.5%	Consumer Discretionary
JPM JPMorgan Chase & Co.	$1,287,062		0.0%	3,932	0.5%	Finance
ABT Abbott Laboratories	$1,223,629	$5,444 â–¼	-0.4%	13,485	0.5%	Healthcare
PHIN PHINIA	$1,221,218		0.0%	14,826	0.5%	Consumer Discretionary
MDY SPDR S&P MidCap 400 ETF Trust	$1,209,745	$91,434 â–¼	-7.0%	1,720	0.4%	ETF
VWO Vanguard FTSE Emerging Markets ETF	$1,163,955		0.0%	19,500	0.4%	ETF
WDAY Workday	$1,149,646		0.0%	9,391	0.4%	Technology
INTU Intuit	$1,140,570		0.0%	4,370	0.4%	Technology
BOOT Boot Barn	$1,062,991		0.0%	6,471	0.4%	Consumer Discretionary
EFX Equifax	$934,067		0.0%	5,885	0.3%	Industrials
ACN Accenture	$914,634	$3,111 â–¼	-0.3%	7,350	0.3%	Technology
COST Costco Wholesale	$877,471		0.0%	938	0.3%	Consumer Staples
PG Procter & Gamble	$857,991		0.0%	5,851	0.3%	Consumer Staples
WAT Waters	$832,589	$375 â–²	0.0%	2,220	0.3%	Healthcare
AMGN Amgen	$796,664		0.0%	2,200	0.3%	Healthcare
SMG Scotts Miracle-Gro	$795,184		0.0%	11,675	0.3%	Materials
KNX Knight-Swift Transportation	$728,474	$15,574 â–¼	-2.1%	9,355	0.3%	Industrials
INTC Intel	$700,244		0.0%	5,015	0.3%	Technology
GNTX Gentex	$664,601		0.0%	26,300	0.2%	Consumer Discretionary
PYPL PayPal	$660,654		0.0%	15,300	0.2%	Finance
J Jacobs Solutions	$601,671		0.0%	4,775	0.2%	Industrials
MDT Medtronic	$571,079		0.0%	7,300	0.2%	Healthcare
GEHC GE HealthCare Technologies	$518,449	$7,042 â–¼	-1.3%	8,099	0.2%	Healthcare
V Visa	$510,175		0.0%	1,487	0.2%	Finance
XOM ExxonMobil	$487,954	$175,002 â–¼	-26.4%	3,569	0.2%	Energy
IRM Iron Mountain	$442,085		0.0%	3,500	0.2%	Real Estate
NTRS Northern Trust	$425,908		0.0%	2,450	0.2%	Finance
TSCO Tractor Supply	$418,832		0.0%	13,250	0.2%	Consumer Discretionary
DELL Dell Technologies	$358,112	$358,112 â–²	New Holding	830	0.1%	Technology
ECL Ecolab	$356,621		0.0%	1,280	0.1%	Materials
MA Mastercard	$341,544		0.0%	665	0.1%	Finance
ADBE Adobe	$326,392	$8,201 â–¼	-2.5%	1,592	0.1%	Technology
PFE Pfizer	$314,075		0.0%	13,043	0.1%	Healthcare
MS Morgan Stanley	$305,407		0.0%	1,461	0.1%	Finance
LOW Lowe's Companies	$280,022	$8,820 â–¼	-3.1%	1,270	0.1%	Consumer Discretionary
FFIV F5	$249,576	$249,576 â–²	New Holding	600	0.1%	Technology
BANK OF NY MELLON CORP	$231,376	$231,376 â–²	New Holding	1,600	0.1%	COM
BP BP	$218,005		0.0%	5,900	0.1%	Energy
META Meta Platforms	$0	$203,249 â–¼	-100.0%	0	0.0%	Communication Services

Showing largest 100 holdings. View all holdings.

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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

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

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

Largest Sales 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