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CIK: 0001620081
Total reported value
$271.3M
$271.3M
70 檔
27.5%
During the Q1 2024 filing period, Long Road Investment Counsel, LLC (CIK: 0001620081) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $271.3M across 70 reported positions.
During Q1 2024, Long Road Investment Counsel, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 11.23% | -0.69% | +0.64% | |
| 2 | SYK | Stryker CORP | Stock-Healthcare | 6.32% | -0.55% | -1.14% | |
| 3 | ADP | Automatic Data Processing | Stock-Tech | 5.47% | +0.15% | -2.79% | |
| 4 | ITW | Illinois Tool Works | Stock-Industrials | 4.35% | -0.09% | +0.91% | |
| 5 | ✓ | Stock-Other | 3.89% | — | -7.68% | ||
| 6 | FAST | Fastenal Co | Stock-Industrials | 3.86% | -0.12% | -14.35% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.16% | +0.83% | -45.38% | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.09% | +0.88% | -45.69% | |
| 9 | ✓ | Stock-Other | 2.93% | — | -17.79% | ||
| 10 | KMX | Carmax Inc | Stock-Consumer Disc | 2.82% | +0.08% | -5.51% | |
| 11 | WEX | Wex Inc | Stock-Tech | 2.65% | -0.23% | -5.34% | |
| 12 | ✓ | Stock-Other | 2.64% | — | +1.40% | ||
| 13 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.58% | +0.17% | -2.89% | |
| 14 | AAPL | Apple Inc | Stock-Tech | 2.47% | +0.20% | -5.50% | |
| 15 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.37% | -0.30% | -6.28% | |
| 16 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 2.22% | +0.03% | +1.78% | |
| 17 | PEP | Pepsico Inc | Stock-Consumer Staples | 2.08% | -0.31% | — | |
| 18 | OMC | Omnicom Group | Stock-Comm Services | 2.05% | -0.14% | -3.16% | |
| 19 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.92% | +0.14% | +0.94% | |
| 20 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.81% | -0.07% | -11.35% | |
| 21 | ✓ | Stock-Other | 1.79% | — | +1.91% | ||
| 22 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.70% | -0.10% | -1.51% | |
| 23 | AFL | Aflac Inc | Stock-Financials | 1.65% | +0.01% | -11.09% | |
| 24 | ✓ | Stock-Other | 1.48% | — | +1.47% | ||
| 25 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.48% | -0.09% | +1.04% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 1.41% | -0.32% | — | |
| 27 | DORM | Dorman Products Inc | Stock-Consumer Disc | 1.13% | +0.26% | -6.86% | |
| 28 | GE | General Electric | Stock-Industrials | 1.04% | +0.38% | -1.76% | |
| 29 | AMG | Affiliated Managers Group | Stock-Financials | 1.02% | +0.24% | -4.91% | |
| 30 | ✓ | Stock-Other | 1.01% | — | -4.08% | ||
| 31 | CTAS | Cintas CORP | Stock-Industrials | 0.99% | -0.06% | — | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.92% | -0.04% | — | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.74% | -0.20% | +1.25% | |
| 34 | STT | State Street CORP | Stock-Financials | 0.71% | +0.29% | +2.09% | |
| 35 | GEN | Gen Digital Inc | Stock-Tech | 0.71% | +0.14% | +1.27% | |
| 36 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.67% | +0.15% | -6.12% | |
| 37 | EFX | Equifax Inc | Stock-Industrials | 0.67% | -0.08% | — | |
| 38 | CAKE | Cheesecake Factory Inc/the | Stock-Consumer Disc | 0.65% | +0.35% | +1.06% | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.62% | -0.10% | — | |
| 40 | MCO | Moody's CORP | Stock-Financials | 0.61% | -0.02% | — | |
| 41 | MSFT | Microsoft CORP | Stock-Tech | 0.55% | -0.03% | — | |
| 42 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | -0.01% | — | |
| 43 | SYY | Sysco CORP | Stock-Consumer Staples | 0.53% | +0.04% | — | |
| 44 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.50% | — | +1.35% | |
| 45 | ✓ | Stock-Other | 0.49% | — | — | ||
| 46 | ✓ | Stock-Other | 0.45% | — | — | ||
| 47 | WBA | Walgreens Boots Alliance Inc | Stock-Other | 0.43% | — | +1.27% | |
| 48 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.42% | -0.03% | +2.04% | |
| 49 | ✓ | Stock-Other | 0.42% | — | — | ||
| 50 | GNTX | Gentex CORP | Stock-Consumer Disc | 0.40% | +0.01% | — |
According to official SEC Form 13F filings, Long Road Investment Counsel, LLC reported a total U.S. public equity portfolio value of $271.3M across 70 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ORLY, SYK, ADP) accounted for 27.5% of total reported equity market value during Q1 2024.
During Q1 2024, Long Road Investment Counsel, LLC's top holdings by market value included ORLY (11.2%)、SYK (6.3%)、ADP (5.5%). The largest single position, ORLY, represented 11.2% of total portfolio value.
In Q1 2024, Long Road Investment Counsel, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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