Institutions / Long Road Investment Counsel, LLC
Long Road Investment Counsel, LLC
CIK 1620081 · Institution · as of Dec 31, 2025
Portfolio value
$263.98M
Positions
79
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 79 →
| Company | Value | % of portfolio |
|---|---|---|
| O Reilly Automotive Inc | $26.89M | 10.2% |
| Stryker Corp | $14.96M | 5.7% |
| Alphabet Inc. | $14.94M | 5.7% |
| Alphabet Cl a | $14.15M | 5.4% |
| Automatic Data Processing Inc | $13.17M | 5.0% |
| Oracle | $12.56M | 4.8% |
| Fastenal Co | $9.70M | 3.7% |
| Illinois Tool Works Inc | $9.26M | 3.5% |
| Intercontinental Exchange | $8.03M | 3.0% |
| Idexx Laboratories Inc /De | $7.65M | 2.9% |
| Apple Inc. | $7.15M | 2.7% |
| Rb Global Inc | $5.74M | 2.2% |
| Expeditors International of Washington Inc | $5.51M | 2.1% |
| Starbucks Corp | $5.47M | 2.1% |
| Aflac Inc | $4.70M | 1.8% |
| Affiliated Managers Group Inc | $4.49M | 1.7% |
| Thermo Fisher Scientific Inc. | $4.47M | 1.7% |
| General Electric Co | $4.41M | 1.7% |
| WEX Inc | $4.09M | 1.5% |
| Omnicom Group Inc. | $4.06M | 1.5% |
| Pepsico Inc | $3.90M | 1.5% |
| Broadridge | $3.78M | 1.4% |
| Air Products & Chemicals, Inc. | $3.62M | 1.4% |
| Dorman Products, Inc. | $3.48M | 1.3% |
| Estee Lauder Cos Inc/The | $3.40M | 1.3% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.