Long Road Investment Counsel, LLC 13F Holdings · Q2 2026
Long Road Investment Counsel, LLC reported 80 securities worth $271.33M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: ORLY (10.29%), GOOG (6.32%), GOOGL (6.11%). Among its top 25 positions this quarter: 12 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ORLY | OREILLY AUTOMOTIVE INC | $27.9M | 10.29% | 303,265 | Hold |
| 2 | GOOG | ALPHABET INC | $17.2M | 6.32% | 48,549 | Trimmed |
| 3 | GOOGL | ALPHABET CL A | $16.6M | 6.11% | 46,405 | Hold |
| 4 | SYK | STRYKER CORPORATION | $13.5M | 4.98% | 42,907 | Trimmed |
| 5 | ADP | AUTOMATIC DATA PROCESSING IN | $12.0M | 4.41% | 53,409 | Trimmed |
| 6 | FAST | FASTENAL CO | $11.9M | 4.39% | 247,990 | Hold |
| 7 | ITW | ILLINOIS TOOL WKS INC | $10.4M | 3.85% | 38,576 | Trimmed |
| 8 | ORCL | ORACLE | $9.6M | 3.54% | 65,589 | Trimmed |
| 9 | AAPL | APPLE INC | $8.4M | 3.10% | 29,100 | Hold |
| 10 | SBUX | STARBUCKS CORP | $7.0M | 2.58% | 68,570 | Hold |
| 11 | RBA | RB GLOBAL INC | $6.8M | 2.50% | 58,140 | Hold |
| 12 | ICE | ICE | $6.2M | 2.30% | 50,735 | Hold |
| 13 | EXPD | EXPEDITORS INTL WASH INC | $6.0M | 2.21% | 36,875 | Trimmed |
| 14 | IDXX | IDEXX LABS INC | $6.0M | 2.19% | 11,307 | Hold |
| 15 | GE | GE AEROSPACE | $5.4M | 1.97% | 14,324 | Hold |
| 16 | AFL | AFLAC INC | $5.2M | 1.93% | 44,650 | Hold |
| 17 | AMG | AFFILIATED MANAGERS GROUP | $5.2M | 1.93% | 15,481 | Trimmed |
| 18 | APD | AIR PRODUCTS AND CHEMICALS I | $4.4M | 1.61% | 14,935 | Trimmed |
| 19 | GEV | GE VERNOVA | $4.2M | 1.55% | 3,569 | Hold |
| 20 | WEX | WEX INC | $3.9M | 1.45% | 27,904 | Trimmed |
| 21 | PEP | PEPSICO INC | $3.9M | 1.43% | 28,580 | Trimmed |
| 22 | DORM | DORMAN PRODS INC | $3.9M | 1.42% | 28,250 | Hold |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $3.9M | 1.42% | 7,691 | Trimmed |
| 24 | JNJ | JOHNSON & JOHNSON | $3.8M | 1.38% | 14,795 | Hold |
| 25 | OMC | OMNICOM GROUP INC | $3.7M | 1.38% | 51,403 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR