Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Long Road Investment Counsel, LLC (CIK 1620081) reported $255.0M across 78 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ORLY ($28.0M, 10.98%), SYK ($14.1M, 5.53%), GOOG ($14.0M, 5.49%), GOOGL ($13.3M, 5.23%), FAST ($11.5M, 4.51%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ORLY | OREILLY AUTO | $28.0M | 10.98% | 303,265 | Added |
| 2 | SYK | STRYKER | $14.1M | 5.53% | 42,957 | Added |
| 3 | GOOG | ALPHABET CL C | $14.0M | 5.49% | 48,799 | Added |
| 4 | GOOGL | ALPHABET CL A | $13.3M | 5.23% | 46,405 | Added |
| 5 | FAST | FASTENAL | $11.5M | 4.51% | 247,990 | Added |
| 6 | ADP | ADP | $10.9M | 4.26% | 53,429 | Added |
| 7 | ITW | ITW | $10.0M | 3.94% | 38,606 | Added |
| 8 | ORCL | ORACLE | $9.7M | 3.79% | 65,639 | Added |
| 9 | ICE | INTERCONTINENTAL EXCHANGE | $8.0M | 3.13% | 50,735 | Added |
| 10 | AAPL | APPLE INC | $7.4M | 2.90% | 29,100 | Added |
| 11 | IDXX | IDEXX LABS | $6.4M | 2.49% | 11,307 | Hold |
| 12 | SBUX | STARBUCKS | $6.1M | 2.41% | 68,570 | Added |
| 13 | RBA | RB GLOBAL | $5.6M | 2.19% | 58,140 | Added |
| 14 | EXPD | EXPEDITORS | $5.3M | 2.08% | 36,955 | Hold |
| 15 | AFL | AFLAC | $4.9M | 1.92% | 44,650 | Added |
| 16 | PEP | PEPSICO | $4.4M | 1.74% | 28,650 | Added |
| 17 | APD | AIR PRODUCTS | $4.3M | 1.70% | 14,960 | Added |
| 18 | AMG | AFFILIATED MANAGERS GROUP | $4.3M | 1.69% | 15,581 | Hold |
| 19 | WEX | WEX | $4.3M | 1.68% | 28,034 | Added |
| 20 | GE | GE AEROSPACE | $4.1M | 1.59% | 14,324 | Hold |
| 21 | OMC | OMNICOM | $3.9M | 1.52% | 51,503 | Added |
| 22 | TMO | THERMO FISHER SCIENTIFIC | $3.8M | 1.49% | 7,711 | Hold |
| 23 | JNJ | JOHNSON & JOHNSON | $3.6M | 1.42% | 14,795 | Added |
| 24 | GILD | GILEAD SCIENCES | $3.5M | 1.36% | 24,950 | Added |
| 25 | GEV | GE VERNOVA | $3.1M | 1.22% | 3,569 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31