Long Road Investment Counsel, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
O REILLY AUTOMOTIVE INC	—	$26.89M	294,765	10.2%
STRYKER CORP	—	$14.96M	42,556	5.7%
Alphabet Inc.	—	$14.94M	47,599	5.7%
ALPHABET CL A	—	$14.15M	45,205	5.4%
AUTOMATIC DATA PROCESSING INC	—	$13.17M	51,195	5.0%
ORACLE	—	$12.56M	64,439	4.8%
Fastenal Co	—	$9.70M	241,590	3.7%
ILLINOIS TOOL WORKS INC	—	$9.26M	37,606	3.5%
INTERCONTINENTAL EXCHANGE	—	$8.03M	49,585	3.0%
IDEXX LABORATORIES INC /DE	—	$7.65M	11,307	2.9%
Apple Inc.	—	$7.15M	26,300	2.7%
RB GLOBAL INC	—	$5.74M	55,840	2.2%
EXPEDITORS INTERNATIONAL OF WASHINGTON INC	—	$5.51M	36,955	2.1%
STARBUCKS CORP	—	$5.47M	64,970	2.1%
AFLAC INC	—	$4.70M	42,650	1.8%
Affiliated Managers Group Inc	—	$4.49M	15,581	1.7%
THERMO FISHER SCIENTIFIC INC.	—	$4.47M	7,711	1.7%
GENERAL ELECTRIC CO	—	$4.41M	14,324	1.7%
WEX Inc	—	$4.09M	27,434	1.5%
OMNICOM GROUP INC.	—	$4.06M	50,303	1.5%
PEPSICO INC	—	$3.90M	27,184	1.5%
BROADRIDGE	—	$3.78M	16,950	1.4%
Air Products & Chemicals, Inc.	—	$3.62M	14,660	1.4%
Dorman Products, Inc.	—	$3.48M	28,250	1.3%
Estee Lauder Cos Inc/The	—	$3.40M	32,484	1.3%
Becton Dickinson & Co	—	$3.11M	16,049	1.2%
JOHNSON & JOHNSON	—	$2.98M	14,395	1.1%
GILEAD SCIENCES, INC.	—	$2.94M	23,950	1.1%
STATE STREET CORPORATION	—	$2.84M	22,001	1.1%
CINTAS CORP	—	$2.60M	13,800	1.0%
INTUIT INC.	—	$2.56M	3,870	1.0%
Fidelity National Information Services Inc	—	$2.48M	37,372	0.9%
GE Vernova Inc.	—	$2.33M	3,569	0.9%
MICROSOFT CORP	—	$2.21M	4,567	0.8%
CHEESECAKE FACTORY INC	—	$2.18M	43,120	0.8%
BORGWARNER INC	—	$2.12M	47,030	0.8%
Workday Inc	—	$2.02M	9,391	0.8%
Gen Digital Inc.	—	$2.01M	73,925	0.8%
ACCENTURE	—	$1.98M	7,375	0.7%
Moody's Corp	—	$1.88M	3,679	0.7%
SPDR S&P 500 ETF	—	$1.83M	2,679	0.7%
BERKSHIRE CL A	—	$1.51M	2	0.6%
ABBOTT LABORATORIES	—	$1.51M	12,024	0.6%
AbbVie Inc.	—	$1.29M	5,639	0.5%
ISHARES MSCI EAFE ETF	—	$1.28M	13,340	0.5%
JPMORGAN CHASE	—	$1.27M	3,932	0.5%
Boot Barn Holdings, Inc.	—	$1.14M	6,471	0.4%
STATE STREET SPDR S&PMIDCAP 40	—	$1.12M	1,850	0.4%
VANGUARD FTSE EMERGING MARKETS	—	$1.00M	18,680	0.4%
PHINIA INC.	—	$929.4K	14,826	0.4%