Long Road Investment Counsel, Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$255.0M
Q ending 2026-03-31
Prior quarter
$264.0M
Q ending 2025-12-31
Change
-3.4% QoQ · -1.0% YoY
Positions
78
reported holdings
Largest positions
All 78 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Oreilly Auto | ORLY | Shares | $28.0M | 303K |
| Stryker | SYK | Shares | $14.1M | 43K |
| Alphabet Cl C | GOOG | Shares | $14.0M | 49K |
| Alphabet Cl A | Shares | $13.3M | 46K | |
| Fastenal | FAST | Shares | $11.5M | 248K |
| Adp | ADP | Shares | $10.9M | 53K |
| Itw | ITW | Shares | $10.0M | 39K |
| Oracle | Shares | $9.7M | 66K | |
| Intercontinental Exchange | Shares | $8.0M | 51K | |
| Apple Inc | AAPL | Shares | $7.4M | 29K |
| Idexx Labs | IDXX | Shares | $6.4M | 11K |
| Starbucks | SBUX | Shares | $6.1M | 69K |
| Rb Global | Shares | $5.6M | 58K | |
| Expeditors | EXPD | Shares | $5.3M | 37K |
| Aflac | AFL | Shares | $4.9M | 45K |
| Pepsico | PEP | Shares | $4.4M | 29K |
| Air Products | APD | Shares | $4.3M | 15K |
| Affiliated Managers Group | AMG | Shares | $4.3M | 16K |
| Wex | WEX | Shares | $4.3M | 28K |
| Ge Aerospace | GE | Shares | $4.1M | 14K |
| Omnicom | OMC | Shares | $3.9M | 52K |
| Thermo Fisher Scientific | TMO | Shares | $3.8M | 8K |
| Johnson & Johnson | JNJ | Shares | $3.6M | 15K |
| Gilead Sciences | GILD | Shares | $3.5M | 25K |
| Ge Vernova | Shares | $3.1M | 4K | |
| Dorman Products | DORM | Shares | $2.9M | 28K |
| State Street | STT | Shares | $2.8M | 22K |
| Broadridge | Shares | $2.8M | 17K | |
| Becton Dickinson & Co | BDX | Shares | $2.6M | 16K |
| Borg Warner | BWA | Shares | $2.6M | 47K |
| Lauder, Estee | EL | Shares | $2.5M | 34K |
| Cheesecake Factory Inc | CAKE | Shares | $2.4M | 44K |
| Cintas | CTAS | Shares | $2.3M | 14K |
| Intuit | INTU | Shares | $1.9M | 4K |
| Spdr S&P 500 Etf | Shares | $1.7M | 3K | |
| Fidelity Natl Information Svcs | Shares | $1.7M | 37K | |
| Microsoft | MSFT | Shares | $1.7M | 5K |
| Moodys Corp | MCO | Shares | $1.6M | 4K |
| Accenture | Shares | $1.5M | 7K | |
| Gen Digital | GEN | Shares | $1.4M | 76K |
| Berkshire Cl A | BRK/A | Shares | $1.4M | 2 |
| Abbott Labs | ABT | Shares | $1.4M | 14K |
| Abbvie | Shares | $1.4M | 6K | |
| Ishares Msci Eafe Etf | EFA | Shares | $1.3M | 14K |
| Workday | WDAY | Shares | $1.2M | 9K |
| Sysco Corp | SYY | Shares | $1.2M | 16K |
| Jp Morgan Chase | Shares | $1.2M | 4K | |
| Spdr S&Pmidcap 400 Etf | Shares | $1.1M | 2K | |
| Equifax | EFX | Shares | $1.1M | 6K |
| Ftse Emerging Markets Etf | VWO | Shares | $1.1M | 20K |
| Carmax | KMX | Shares | $1.0M | 25K |
| Phinia | PHIN | Shares | $1.0M | 15K |
| Boot Barn | BOOT | Shares | $947K | 6K |
| Costco | Shares | $935K | 938 | |
| Procter & Gamble | PG | Shares | $845K | 6K |
| Exxon Mobil Corp | Shares | $823K | 5K | |
| Amgen | AMGN | Shares | $774K | 2K |
| Scotts Miracle-Gro | SMG | Shares | $710K | 12K |
| Paypal | PYPL | Shares | $692K | 15K |
| Waters | WAT | Shares | $661K | 2K |
| Medtronic | Shares | $633K | 7K | |
| Jacobs Solutions Inc | Shares | $608K | 5K | |
| Tractor Supply | TSCO | Shares | $600K | 13K |
| Ge Healthcare | Shares | $584K | 8K | |
| Gentex | GNTX | Shares | $575K | 26K |
| Knight-Swift | KNX | Shares | $550K | 10K |
| Visa Inc Cl A | Shares | $449K | 1K | |
| Adobe | Shares | $397K | 2K | |
| Pfizer Inc | PFE | Shares | $366K | 13K |
| Iron Mountain | IRM | Shares | $357K | 4K |
| Northern Trust | NTRS | Shares | $342K | 2K |
| Ecolab | ECL | Shares | $341K | 1K |
| Mastercard | MA | Shares | $332K | 665 |
| Lowes | LOW | Shares | $310K | 1K |
| Bp | BP | Shares | $277K | 6K |
| Morgan Stanley | MS | Shares | $240K | 1K |
| Intel | INTC | Shares | $221K | 5K |
| Meta Platforms | META | Shares | $203K | 355 |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.