Long Road Investment Counsel, LLC

CIK 0001620081 · KALAMAZOO, MI · Quarter end: 2026-06-30 · Filed on: 2026-08-14 · Open the SEC source

Long Road Investment Counsel, LLC reported 80 positions worth $271.3M as of June 30, 2026 (13F filed August 14, 2026). Largest holding: ORLY (10.3%).

Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$271.3M
2026 Q2
Positions
80
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
49.6%
Est. Net Flow (Q)
2026 Q2
10 / 80 positions shown
#SymbolCompanyTypeValue% Port.Shares1YYTD
1ORLYOREILLY AUTOMOTIVE INCSH$27.9M10.29%303,265
2GOOGALPHABET INCSH$17.2M6.32%48,549
3GOOGLALPHABET CL ASH$16.6M6.11%46,405
4SYKSTRYKER CORPORATIONSH$13.5M4.98%42,907
5ADPAUTOMATIC DATA PROCESSING INSH$12.0M4.41%53,409
6FASTFASTENAL COSH$11.9M4.39%247,990
7ITWILLINOIS TOOL WKS INCSH$10.4M3.85%38,576
8ORCLORACLESH$9.6M3.54%65,589
9AAPLAPPLE INCSH$8.4M3.10%29,100
10SBUXSTARBUCKS CORPSH$7.0M2.58%68,570

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Read the 2026-Q2 quarterly report · 13F Filing Calendar

Frequently Asked Questions

What stocks does Long Road Investment Counsel, LLC hold as of Q2 2026?

Long Road Investment Counsel, LLC reported 80 positions worth $271.3M in its Q2 2026 13F filing. Largest positions: ORLY (10.3%), GOOG (6.3%), GOOGL (6.1%), SYK (5.0%) and ADP (4.4%).

What did Long Road Investment Counsel, LLC buy in Q2 2026?

No previous quarter is available yet; the comparison appears with the next filing.

What did Long Road Investment Counsel, LLC sell in Q2 2026?

No previous quarter is available yet.

13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.