Long Road Investment Counsel, LLC
78 holdingsFiling period: 2026-03-31Current AUM: $278.7Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ORLY | OREILLY AUTO | 303.3K | $28.0M | $27.1M | 9.72% | +8.5K | 2026-03-31 |
| 2 | SYK | STRYKER | 43.0K | $14.1M | $14.0M | 5.02% | +401 | 2026-03-31 |
| 3 | GOOG | ALPHABET CL C | 48.8K | $14.0M | $17.4M | 6.24% | +1.2K | 2026-03-31 |
| 4 | — | ALPHABET CL A | 46.4K | $13.3M | $13.3M | 4.79% | +1.2K | 2026-03-31 |
| 5 | FAST | FASTENAL | 248.0K | $11.5M | $11.8M | 4.24% | +6.4K | 2026-03-31 |
| 6 | ADP | ADP | 53.4K | $10.9M | $14.2M | 5.11% | +2.2K | 2026-03-31 |
| 7 | ITW | ITW | 38.6K | $10.0M | $11.1M | 3.97% | +1.0K | 2026-03-31 |
| 8 | — | ORACLE | 65.6K | $9.7M | $9.7M | 3.46% | +1.2K | 2026-03-31 |
| 9 | — | INTERCONTINENTAL EXCHANGE | 50.7K | $8.0M | $8.0M | 2.86% | +1.1K | 2026-03-31 |
| 10 | AAPL | APPLE INC | 29.1K | $7.4M | $9.0M | 3.22% | +2.8K | 2026-03-31 |
| 11 | IDXX | IDEXX LABS | 11.3K | $6.4M | $6.3M | 2.27% | -- | 2026-03-31 |
| 12 | SBUX | STARBUCKS | 68.6K | $6.1M | $7.2M | 2.59% | +3.6K | 2026-03-31 |
| 13 | — | RB GLOBAL | 58.1K | $5.6M | $5.6M | 2.00% | +2.3K | 2026-03-31 |
| 14 | EXPD | EXPEDITORS | 37.0K | $5.3M | $6.2M | 2.23% | -- | 2026-03-31 |
| 15 | AFL | AFLAC | 44.6K | $4.9M | $5.7M | 2.04% | +2.0K | 2026-03-31 |
| 16 | PEP | PEPSICO | 28.6K | $4.4M | $4.0M | 1.43% | +1.5K | 2026-03-31 |
| 17 | APD | AIR PRODUCTS | 15.0K | $4.3M | $4.4M | 1.58% | +300 | 2026-03-31 |
| 18 | AMG | AFFILIATED MANAGERS GROUP | 15.6K | $4.3M | $5.7M | 2.05% | -- | 2026-03-31 |
| 19 | WEX | WEX | 28.0K | $4.3M | $5.2M | 1.88% | +600 | 2026-03-31 |
| 20 | GE | GE AEROSPACE | 14.3K | $4.1M | $5.2M | 1.85% | -- | 2026-03-31 |
| 21 | OMC | OMNICOM | 51.5K | $3.9M | $4.1M | 1.45% | +1.2K | 2026-03-31 |
| 22 | TMO | THERMO FISHER SCIENTIFIC | 7.7K | $3.8M | $4.4M | 1.59% | -- | 2026-03-31 |
| 23 | JNJ | JOHNSON & JOHNSON | 14.8K | $3.6M | $3.8M | 1.36% | +400 | 2026-03-31 |
| 24 | GILD | GILEAD SCIENCES | 24.9K | $3.5M | $3.2M | 1.17% | +1.0K | 2026-03-31 |
| 25 | — | GE VERNOVA | 3.6K | $3.1M | $3.1M | 1.12% | -- | 2026-03-31 |
← Scroll →
Page 1 of 4