Long Road Investment Counsel, LLC

Est. AUM

$255.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	OREILLY AUTO	COM	$28.0M	303265	10.98%	SOLE
2	STRYKER	COM	$14.1M	42957	5.53%	SOLE
3	ALPHABET CL C	COM	$14.0M	48799	5.49%	SOLE
4	ALPHABET CL A	COM	$13.3M	46405	5.23%	SOLE
5	FASTENAL	COM	$11.5M	247990	4.51%	SOLE
6	ADP	COM	$10.9M	53429	4.26%	SOLE
7	ITW	COM	$10.0M	38606	3.94%	SOLE
8	ORACLE	COM	$9.7M	65639	3.79%	SOLE
9	INTERCONTINENTAL EXCHANGE	COM	$8.0M	50735	3.13%	SOLE
10	APPLE INC	COM	$7.4M	29100	2.90%	SOLE
11	IDEXX LABS	COM	$6.4M	11307	2.49%	SOLE
12	STARBUCKS	COM	$6.1M	68570	2.41%	SOLE
13	RB GLOBAL	COM	$5.6M	58140	2.19%	SOLE
14	EXPEDITORS	COM	$5.3M	36955	2.08%	SOLE
15	AFLAC	COM	$4.9M	44650	1.92%	SOLE
16	PEPSICO	COM	$4.4M	28650	1.74%	SOLE
17	AIR PRODUCTS	COM	$4.3M	14960	1.70%	SOLE
18	AFFILIATED MANAGERS GROUP	COM	$4.3M	15581	1.69%	SOLE
19	WEX	COM	$4.3M	28034	1.68%	SOLE
20	GE AEROSPACE	COM	$4.1M	14324	1.59%	SOLE
21	OMNICOM	COM	$3.9M	51503	1.52%	SOLE
22	THERMO FISHER SCIENTIFIC	COM	$3.8M	7711	1.49%	SOLE
23	JOHNSON & JOHNSON	COM	$3.6M	14795	1.42%	SOLE
24	GILEAD SCIENCES	COM	$3.5M	24950	1.36%	SOLE
25	GE VERNOVA	COM	$3.1M	3569	1.22%	SOLE
26	DORMAN PRODUCTS	COM	$2.9M	28250	1.16%	SOLE
27	STATE STREET	COM	$2.8M	22001	1.09%	SOLE
28	BROADRIDGE	COM	$2.8M	16950	1.08%	SOLE
29	BECTON DICKINSON & CO	COM	$2.6M	16349	1.01%	SOLE
30	BORG WARNER	COM	$2.6M	47030	1.00%	SOLE
31	LAUDER, ESTEE	COM	$2.5M	34484	0.97%	SOLE
32	CHEESECAKE FACTORY INC	COM	$2.4M	43920	0.94%	SOLE
33	CINTAS	COM	$2.3M	13800	0.92%	SOLE
34	INTUIT	COM	$1.9M	4370	0.74%	SOLE
35	SPDR S&P 500 ETF	ETF	$1.7M	2679	0.68%	SOLE
36	FIDELITY NATL INFORMATION SVCS	COM	$1.7M	36972	0.68%	SOLE
37	MICROSOFT	COM	$1.7M	4567	0.66%	SOLE
38	MOODYS CORP	COM	$1.6M	3679	0.63%	SOLE
39	ACCENTURE	COM	$1.5M	7375	0.57%	SOLE
40	GEN DIGITAL	COM	$1.4M	76425	0.56%	SOLE
41	BERKSHIRE CL A	COM	$1.4M	2	0.56%	SOLE
42	ABBOTT LABS	COM	$1.4M	13545	0.55%	SOLE
43	ABBVIE	COM	$1.4M	6335	0.54%	SOLE
44	ISHARES MSCI EAFE ETF	ETF	$1.3M	13640	0.52%	SOLE
45	WORKDAY	COM	$1.2M	9391	0.48%	SOLE
46	SYSCO CORP	COM	$1.2M	16360	0.46%	SOLE
47	JP MORGAN CHASE	COM	$1.2M	3932	0.45%	SOLE
48	SPDR S&PMIDCAP 400 ETF	ETF	$1.1M	1850	0.45%	SOLE
49	EQUIFAX	COM	$1.1M	5885	0.42%	SOLE
50	FTSE EMERGING MARKETS ETF	ETF	$1.1M	19500	0.41%	SOLE

1–50 of 78

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.