Long Road Investment Counsel, LLC
CIK: 0001620081SEC EDGAR →
Portfolio Value
$264.0M
Holdings
79
As of
Q4 2025
New Positions
2
Closed Positions
2
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | OREILLY AUTO | 294,765 | $26.9M | 10.18% |
| 2 | STRYKER | 42,556 | $15.0M | 5.67% |
| 3 | ALPHABET CL C | 47,599 | $14.9M | 5.66% |
| 4 | — ALPHABET CL A | 45,205 | $14.1M | 5.36% |
| 5 | ADP | 51,195 | $13.2M | 4.99% |
| 6 | ORACLE | 64,439 | $12.6M | 4.76% |
| 7 | FASTENAL | 241,590 | $9.7M | 3.67% |
| 8 | ILLINOIS TOOL WORKS | 37,606 | $9.3M | 3.51% |
| 9 | — INTERCONTINENTAL EXCHANGE | 49,585 | $8.0M | 3.04% |
| 10 | IDEXX LABS | 11,307 | $7.6M | 2.90% |
Quarterly Changes
New Positions (8)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Industrials | 9 | $49.4M | 18.7% |
| Consumer Cyclical | 12 | $44.9M | 17.0% |
| Technology | 11 | $41.4M | 15.7% |
| Healthcare | 12 | $41.3M | 15.7% |
| Unknown | 7 | $28.4M | 10.8% |
| Financial Services | 13 | $21.5M | 8.1% |
| Communication Services | 3 | $19.2M | 7.3% |
| Consumer Defensive | 5 | $9.7M | 3.7% |
| Basic Materials | 3 | $4.6M | 1.8% |
| Utilities | 1 | $2.3M | 0.9% |
| Energy | 2 | $787K | 0.3% |
| Real Estate | 1 | $290K | 0.1% |