Long Road Investment Counsel, LLC
80 holdingsFiling period: 2026-06-30Current AUM: $283.5Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | ORLY | Oreilly Automotive Inc | 303.3K | $27.9M | $27.3M | 9.63% | -- | 2026-06-30 |
| 2 | GOOG | Alphabet Inc | 48.5K | $17.2M | $16.3M | 5.76% | -250 | 2026-06-30 |
| 3 | — | Alphabet CL A | 46.4K | $16.6M | $16.6M | 5.85% | -- | 2026-06-30 |
| 4 | SYK | Stryker Corporation | 42.9K | $13.5M | $13.1M | 4.61% | -50 | 2026-06-30 |
| 5 | ADP | Automatic Data Processing in | 53.4K | $12.0M | $15.6M | 5.51% | -20 | 2026-06-30 |
| 6 | FAST | Fastenal Co | 248.0K | $11.9M | $12.8M | 4.52% | -- | 2026-06-30 |
| 7 | ITW | Illinois Tool Wks Inc | 38.6K | $10.4M | $10.6M | 3.74% | -30 | 2026-06-30 |
| 8 | — | Oracle | 65.6K | $9.6M | $9.6M | 3.39% | -50 | 2026-06-30 |
| 9 | AAPL | Apple Inc | 29.1K | $8.4M | $9.9M | 3.48% | -- | 2026-06-30 |
| 10 | SBUX | Starbucks Corp | 68.6K | $7.0M | $6.8M | 2.40% | -- | 2026-06-30 |
| 11 | RBA | RB Global Inc | 58.1K | $6.8M | $4.7M | 1.66% | -- | 2026-06-30 |
| 12 | — | Ice | 50.7K | $6.2M | $6.2M | 2.20% | -- | 2026-06-30 |
| 13 | EXPD | Expeditors Intl Wash Inc | 36.9K | $6.0M | $7.3M | 2.58% | -80 | 2026-06-30 |
| 14 | IDXX | Idexx Labs Inc | 11.3K | $6.0M | $6.3M | 2.22% | -- | 2026-06-30 |
| 15 | GE | GE Aerospace | 14.3K | $5.4M | $4.3M | 1.51% | -- | 2026-06-30 |
| 16 | AMG | Affiliated Managers Group | 15.5K | $5.2M | $6.0M | 2.12% | -100 | 2026-06-30 |
| 17 | AFL | Aflac Inc | 44.6K | $5.2M | $5.4M | 1.89% | -- | 2026-06-30 |
| 18 | APD | Air Products and Chemicals I | 14.9K | $4.4M | $4.5M | 1.59% | -25 | 2026-06-30 |
| 19 | — | GE Vernova | 3.6K | $4.2M | $4.2M | 1.48% | -- | 2026-06-30 |
| 20 | WEX | Wex Inc | 27.9K | $3.9M | $5.2M | 1.82% | -130 | 2026-06-30 |
| 21 | PEP | Pepsico Inc | 28.6K | $3.9M | $3.8M | 1.35% | -70 | 2026-06-30 |
| 22 | TMO | Thermo Fisher Scientific Inc | 7.7K | $3.9M | $5.3M | 1.86% | -20 | 2026-06-30 |
| 23 | DORM | Dorman Prods Inc | 28.3K | $3.9M | $3.5M | 1.23% | -- | 2026-06-30 |
| 24 | JNJ | Johnson & Johnson | 14.8K | $3.8M | $3.8M | 1.35% | -- | 2026-06-30 |
| 25 | OMC | Omnicom Group Inc | 51.4K | $3.7M | $4.2M | 1.47% | -100 | 2026-06-30 |
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