Long Road Investment Counsel, Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Long Road Investment Counsel, Llc disclosed 63 stock positions valued at approximately $271.33M as of quarter-end June 30, 2026. The largest holdings include OREILLY AUTOMOTIVE INC, ALPHABET INC, and STRYKER CORPORATION.
- Report Period
- June 30, 2026
- No. of Stocks
- 63
- Portfolio Value
- $271.33M
Holdings by Sector
Long Road Investment Counsel, Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| OREILLY AUTOMOTIVE INC | ORLY | Consumer Cyclical | 10.29% | 303,265 | - | - | $27,927,674 |
| ALPHABET INC | GOOG | Communication Services | 6.32% | 48,549 | -250 | -0.51% | $17,153,855 |
| STRYKER CORPORATION | SYK | Healthcare | 4.98% | 42,907 | -50 | -0.12% | $13,508,840 |
| AUTOMATIC DATA PROCESSING IN | ADP | Technology | 4.41% | 53,409 | -20 | -0.04% | $11,960,946 |
| FASTENAL CO | FAST | Industrials | 4.39% | 247,990 | - | - | $11,910,960 |
| ILLINOIS TOOL WKS INC | ITW | Industrials | 3.85% | 38,576 | -30 | -0.08% | $10,433,651 |
| APPLE INC | AAPL | Technology | 3.10% | 29,100 | - | - | $8,420,376 |
| STARBUCKS CORP | SBUX | Consumer Cyclical | 2.58% | 68,570 | - | - | $7,007,168 |
| RB GLOBAL INC | RBA | Industrials | 2.50% | 58,140 | +58,140 | +100.00% | $6,770,403 |
| EXPEDITORS INTL WASH INC | EXPD | Industrials | 2.21% | 36,875 | -80 | -0.22% | $6,009,887 |
| IDEXX LABS INC | IDXX | Healthcare | 2.19% | 11,307 | - | - | $5,952,457 |
| GE AEROSPACE | GE | Industrials | 1.97% | 14,324 | - | - | $5,353,309 |
| AFFILIATED MANAGERS GROUP | AMG | Financial Services | 1.93% | 15,481 | -100 | -0.64% | $5,238,770 |
| AFLAC INC | AFL | Financial Services | 1.93% | 44,650 | - | - | $5,235,212 |
| AIR PRODUCTS AND CHEMICALS I | APD | Basic Materials | 1.61% | 14,935 | -25 | -0.17% | $4,378,643 |
| WEX INC | WEX | Technology | 1.45% | 27,904 | -130 | -0.46% | $3,936,975 |
| PEPSICO INC | PEP | Consumer Defensive | 1.43% | 28,580 | -70 | -0.24% | $3,869,732 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.42% | 7,691 | -20 | -0.26% | $3,855,960 |
| DORMAN PRODS INC | DORM | Consumer Cyclical | 1.42% | 28,250 | - | - | $3,854,712 |
| JOHNSON & JOHNSON | JNJ | Healthcare | 1.38% | 14,795 | - | - | $3,757,486 |
| OMNICOM GROUP INC | OMC | Communication Services | 1.38% | 51,403 | -100 | -0.19% | $3,743,680 |
| STATE STR CORP | STT | Financial Services | 1.38% | 22,001 | - | - | $3,731,370 |
| CHEESECAKE FACTORY INC | CAKE | Consumer Cyclical | 1.29% | 43,920 | - | - | $3,493,397 |
| GILEAD SCIENCES INC | GILD | Healthcare | 1.16% | 24,950 | - | - | $3,152,183 |
| BORGWARNER INC | BWA | Consumer Cyclical | 1.15% | 47,030 | - | - | $3,122,792 |
| LAUDER ESTEE COS INC | EL | Consumer Defensive | 1.00% | 34,484 | - | - | $2,722,512 |
| BECTON DICKINSON & CO | BDX | Healthcare | 0.91% | 16,349 | - | - | $2,474,094 |
| CINTAS CORP | CTAS | Industrials | 0.87% | 13,800 | - | - | $2,347,104 |
| GEN DIGITAL INC | GEN | Technology | 0.70% | 76,425 | - | - | $1,902,218 |
| MICROSOFT CORP | MSFT | Technology | 0.63% | 4,567 | - | - | $1,703,582 |
Showing 30 of 63 holdings in the latest reporting period.