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Long Road Investment Counsel, LLC
Period ended Sep 30, 2026 · Latest filing Nov 4, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $258,757,601
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- OREILLY AUTOMOTIVE INC · COM · 67103H107 · shares: $25,171,608
- ALPHABET INC · COM · 02079K107 · shares: $15,799,809
- ALPHABET INC CL A · COM · 02079k305 · shares: $15,216,938
- AUTOMATIC DATA PROCESSING IN · COM · 053015103 · shares: $13,782,727
- FASTENAL CO · COM · 311900104 · shares: $12,203,697
- STRYKER CORPORATION · COM · 863667101 · shares: $9,943,507
- ILLINOIS TOOL WKS INC · COM · 452308109 · shares: $9,500,321
- APPLE INC · COM · 037833100 · shares: $9,308,242
- ORACLE · COM · 68389x105 · shares: $9,014,843
- ICE · COM · 45866f104 · shares: $7,409,182
Reported holdings
81 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| OREILLY AUTOMOTIVE INC | COM | 67103H107 | — | 294,715 shares | $25,171,608 |
| ALPHABET INC | COM | 02079K107 | — | 46,369 shares | $15,799,809 |
| ALPHABET INC CL A | COM | 02079k305 | — | 44,225 shares | $15,216,938 |
| AUTOMATIC DATA PROCESSING IN | COM | 053015103 | — | 53,409 shares | $13,782,727 |
| FASTENAL CO | COM | 311900104 | — | 246,390 shares | $12,203,697 |
| STRYKER CORPORATION | COM | 863667101 | — | 36,107 shares | $9,943,507 |
| ILLINOIS TOOL WKS INC | COM | 452308109 | — | 36,926 shares | $9,500,321 |
| APPLE INC | COM | 037833100 | — | 27,951 shares | $9,308,242 |
| ORACLE | COM | 68389x105 | — | 65,658 shares | $9,014,843 |
| ICE | COM | 45866f104 | — | 48,735 shares | $7,409,182 |
| EXPEDITORS INTL WASH INC | COM | 302130109 | — | 34,235 shares | $6,321,150 |
| STARBUCKS CORP | COM | 855244109 | — | 66,570 shares | $6,254,917 |
| IDEXX LABS INC | COM | 45168D104 | — | 11,107 shares | $5,799,964 |
| AFFILIATED MANAGERS GROUP | COM | 008252108 | — | 14,081 shares | $5,148,154 |
| AFLAC INC | COM | 001055102 | — | 43,850 shares | $4,901,553 |
| RB GLOBAL INC | COM | 74935Q107 | — | 57,440 shares | $4,675,042 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 6,911 shares | $4,665,271 |
| WEX INC | COM | 96208T104 | — | 25,999 shares | $4,386,031 |
| CHEESECAKE FACTORY INC | COM | 163072101 | — | 41,520 shares | $4,369,565 |
| GE AEROSPACE | COM | 369604301 | — | 13,750 shares | $4,293,987 |
| STATE STR CORP | COM | 857477103 | — | 21,751 shares | $3,797,507 |
| AIR PRODUCTS AND CHEMICALS I | COM | 009158106 | — | 13,625 shares | $3,790,884 |
| JOHNSON & JOHNSON | COM | 478160104 | — | 14,276 shares | $3,779,428 |
| GILEAD SCIENCES INC | COM | 375558103 | — | 24,950 shares | $3,718,797 |
| OMNICOM GROUP INC | COM | 681919106 | — | 49,303 shares | $3,630,180 |
| PEPSICO INC | COM | 713448108 | — | 27,630 shares | $3,501,274 |
| DORMAN PRODS INC | COM | 258278100 | — | 27,450 shares | $3,365,370 |
| GE VERNOVA | COM | 36828a101 | — | 3,426 shares | $3,256,854 |
| LAUDER ESTEE COS INC | COM | 518439104 | — | 33,184 shares | $3,078,480 |
| BORGWARNER INC | COM | 099724106 | — | 45,930 shares | $2,760,852 |
| BECTON DICKINSON & CO | COM | 075887109 | — | 15,399 shares | $2,756,421 |
| BROADRIDGE FINL SOLUTIONS IN | COM | 11133T103 | — | 15,350 shares | $2,472,885 |
| CINTAS CORP | COM | 172908105 | — | 12,600 shares | $2,457,756 |
| MICROSOFT CORP | COM | 594918104 | — | 4,088 shares | $2,096,735 |
| GEN DIGITAL INC | COM | 668771108 | — | 76,425 shares | $1,682,878 |
| MOODYS CORP | COM | 615369105 | — | 3,679 shares | $1,670,744 |
| ABBVIE INC | COM | 00287Y109 | — | 6,135 shares | $1,604,855 |
| WORKDAY INC | COM | 98138H101 | — | 8,291 shares | $1,579,104 |
| BERKSHIRE HATHAWAY INC DEL | COM | 084670108 | — | 2 shares | $1,494,010 |
| ISHARES TR | ETF | 464287465 | — | 13,150 shares | $1,366,153 |
| SPDR S&P 500 ETF | ETF | 78462f103 | — | 1,719 shares | $1,310,961 |
| JP MORGAN | COM | 46625h100 | — | 3,932 shares | $1,300,824 |
| SYSCO CORP | COM | 871829107 | — | 15,710 shares | $1,224,752 |
| ABBOTT LABORATORIES | COM | 002824100 | — | 12,085 shares | $1,194,361 |
| CARMAX INC | COM | 143130102 | — | 20,800 shares | $1,146,288 |
| FIDELITY NATL INFORMATION SVCS | COM | 31620m106 | — | 34,157 shares | $1,123,765 |
| ACCENTURE PLC IRELAND | COM | G1151C101 | — | 5,925 shares | $1,086,467 |
| VANGUARD INTL EQUITY INDEX F | ETF | 922042858 | — | 18,100 shares | $1,073,511 |
| INTUIT | COM | 461202103 | — | 3,770 shares | $1,039,427 |
| AMGEN INC | COM | 031162100 | — | 2,200 shares | $927,322 |
| WATERS CORP | COM | 941848103 | — | 2,094 shares | $920,083 |
| PROCTER & GAMBLE CO | COM | 742718109 | — | 5,851 shares | $850,033 |
| EQUIFAX INC | COM | 294429105 | — | 5,885 shares | $807,657 |
| EXXONMOBIL HOLDINGS CORP | COM | 30233Q108 | — | 4,849 shares | $789,175 |
| PHINIA INC | COM | 71880K101 | — | 13,186 shares | $783,644 |
| PAYPAL HLDGS INC | COM | 70450Y103 | — | 14,400 shares | $756,432 |
| BOOT BARN HLDGS INC | COM | 099406100 | — | 5,621 shares | $677,162 |
| COSTCO | COM | 22160k105 | — | 738 shares | $671,831 |
| MEDTRONIC PLC | COM | G5960L103 | — | 7,300 shares | $629,917 |
| SCOTTS MIRACLE-GRO CO | COM | 810186106 | — | 11,675 shares | $585,034 |
| GENTEX CORP | COM | 371901109 | — | 24,900 shares | $541,326 |
| INTEL CORP | COM | 458140100 | — | 4,500 shares | $541,035 |
| SPDR S&PMIDCAP 400 ETF | ETF | 78467y107 | — | 820 shares | $538,502 |
| VISA INC | COM | 92826C839 | — | 1,487 shares | $534,324 |
| KNIGHT-SWIFT TRANSN HLDGS IN | COM | 499049104 | — | 8,255 shares | $524,935 |
| JACOBS SOLUTIONS | COM | 46982l108 | — | 3,775 shares | $510,667 |
| DELL | COM | 24703l202 | — | 830 shares | $446,498 |
| GE HEALTHCARE TECHNOLOGIES I | COM | 36266G107 | — | 6,776 shares | $442,980 |
| NORTHERN TR CORP | COM | 665859104 | — | 2,450 shares | $414,932 |
| TRACTOR SUPPLY CO | COM | 892356106 | — | 13,250 shares | $414,592 |
| PFIZER INC | COM | 717081103 | — | 13,043 shares | $371,986 |
| IRON MTN INC DEL | COM | 46284V101 | — | 3,200 shares | $355,040 |
| MORGAN STANLEY | COM | 617446448 | — | 1,461 shares | $274,785 |
| F5 INC | COM | 315616102 | — | 600 shares | $267,108 |
| REVVITY INC | COM | 714046109 | — | 1,730 shares | $264,500 |
| BP PLC | COM | 055622104 | — | 5,900 shares | $259,541 |
| MASTERCARD INCORPORATED | COM | 57636Q104 | — | 465 shares | $256,434 |
| BANK OF NY MELLON CORP | COM | 064058100 | — | 1,600 shares | $231,408 |
| LOWES COS INC | COM | 548661107 | — | 1,200 shares | $221,148 |
| MERCK & CO INC | COM | 58933Y105 | — | 1,500 shares | $217,965 |
| SUNCOR ENERGY INC NEW | COM | 867224107 | — | 2,970 shares | $201,574 |