Long Road Investment Counsel, LLC
80 holdingsFiling period: 2026-06-30Current AUM: $277.1Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ORLY | OREILLY AUTOMOTIVE INC | 303.3K | $27.9M | $25.8M | 9.32% | -- | 2026-06-30 |
| 2 | GOOG | ALPHABET INC | 48.5K | $17.2M | $16.6M | 5.98% | -250 | 2026-06-30 |
| 3 | — | ALPHABET CL A | 46.4K | $16.6M | $16.6M | 5.98% | -- | 2026-06-30 |
| 4 | SYK | STRYKER CORPORATION | 42.9K | $13.5M | $12.1M | 4.36% | -50 | 2026-06-30 |
| 5 | ADP | AUTOMATIC DATA PROCESSING IN | 53.4K | $12.0M | $14.8M | 5.33% | -20 | 2026-06-30 |
| 6 | FAST | FASTENAL CO | 248.0K | $11.9M | $12.3M | 4.42% | -- | 2026-06-30 |
| 7 | ITW | ILLINOIS TOOL WKS INC | 38.6K | $10.4M | $10.4M | 3.74% | -30 | 2026-06-30 |
| 8 | — | ORACLE | 65.6K | $9.6M | $9.6M | 3.47% | -50 | 2026-06-30 |
| 9 | AAPL | APPLE INC | 29.1K | $8.4M | $9.6M | 3.48% | -- | 2026-06-30 |
| 10 | SBUX | STARBUCKS CORP | 68.6K | $7.0M | $6.6M | 2.39% | -- | 2026-06-30 |
| 11 | RBA | RB GLOBAL INC | 58.1K | $6.8M | $5.0M | 1.81% | -- | 2026-06-30 |
| 12 | — | ICE | 50.7K | $6.2M | $6.2M | 2.25% | -- | 2026-06-30 |
| 13 | EXPD | EXPEDITORS INTL WASH INC | 36.9K | $6.0M | $7.1M | 2.58% | -80 | 2026-06-30 |
| 14 | IDXX | IDEXX LABS INC | 11.3K | $6.0M | $5.8M | 2.08% | -- | 2026-06-30 |
| 15 | GE | GE AEROSPACE | 14.3K | $5.4M | $4.4M | 1.59% | -- | 2026-06-30 |
| 16 | AMG | AFFILIATED MANAGERS GROUP | 15.5K | $5.2M | $5.4M | 1.94% | -100 | 2026-06-30 |
| 17 | AFL | AFLAC INC | 44.6K | $5.2M | $5.2M | 1.89% | -- | 2026-06-30 |
| 18 | APD | AIR PRODUCTS AND CHEMICALS I | 14.9K | $4.4M | $4.3M | 1.57% | -25 | 2026-06-30 |
| 19 | — | GE VERNOVA | 3.6K | $4.2M | $4.2M | 1.51% | -- | 2026-06-30 |
| 20 | WEX | WEX INC | 27.9K | $3.9M | $5.6M | 2.01% | -130 | 2026-06-30 |
| 21 | PEP | PEPSICO INC | 28.6K | $3.9M | $3.9M | 1.40% | -70 | 2026-06-30 |
| 22 | TMO | THERMO FISHER SCIENTIFIC INC | 7.7K | $3.9M | $4.9M | 1.78% | -20 | 2026-06-30 |
| 23 | DORM | DORMAN PRODS INC | 28.3K | $3.9M | $3.5M | 1.28% | -- | 2026-06-30 |
| 24 | JNJ | JOHNSON & JOHNSON | 14.8K | $3.8M | $4.0M | 1.43% | -- | 2026-06-30 |
| 25 | OMC | OMNICOM GROUP INC | 51.4K | $3.7M | $4.1M | 1.48% | -100 | 2026-06-30 |
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