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CIK: 0001620081
Total reported value
$271.3M
$271.3M
80 檔
30.8%
According to the latest 13F quarterly dataset, Long Road Investment Counsel, LLC managed an equity portfolio of $271.3M at the end of Q1 2025, spanning 80 distinct U.S. exchange-listed positions.
In Q1 2025, Long Road Investment Counsel, LLC displayed an active expansion posture, initiating 80 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 12.34% | -0.69% | — | |
| 2 | ADP | Automatic Data Processing | Stock-Tech | 6.31% | +0.15% | +2.29% | |
| 3 | SYK | Stryker CORP | Stock-Healthcare | 6.15% | -0.55% | +1.26% | |
| 4 | ORCL | Oracle CORP | Stock-Tech | 3.91% | -0.25% | — | |
| 5 | FAST | Fastenal Co | Stock-Industrials | 3.76% | -0.12% | +8.32% | |
| 6 | ITW | Illinois Tool Works | Stock-Industrials | 3.76% | -0.09% | +0.90% | |
| 7 | ✓ | Stock-Other | 3.41% | — | +2.00% | ||
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.99% | +0.83% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.97% | +0.88% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.88% | +0.20% | +1.21% | |
| 11 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.61% | +0.17% | +3.00% | |
| 12 | KMX | Carmax Inc | Stock-Consumer Disc | 2.37% | +0.08% | +1.82% | |
| 13 | RBA | Rb Global Inc | Stock-Industrials | 2.22% | +0.31% | +1.88% | |
| 14 | ✓ | Stock-Other | 2.13% | — | +1.44% | ||
| 15 | AFL | Aflac Inc | Stock-Financials | 1.94% | +0.01% | +2.04% | |
| 16 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 1.84% | -0.30% | +8.20% | |
| 17 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.77% | +0.14% | +0.80% | |
| 18 | WEX | Wex Inc | Stock-Tech | 1.69% | -0.23% | +4.97% | |
| 19 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.68% | -0.09% | +1.66% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.65% | -0.31% | — | |
| 21 | OMC | Omnicom Group | Stock-Comm Services | 1.63% | -0.14% | +1.09% | |
| 22 | ✓ | Stock-Other | 1.63% | — | +1.46% | ||
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.47% | -0.07% | +4.10% | |
| 24 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.45% | -0.10% | +1.24% | |
| 25 | DORM | Dorman Products Inc | Stock-Consumer Disc | 1.32% | +0.26% | +2.54% | |
| 26 | INTU | Intuit Inc | Stock-Tech | 1.23% | -0.32% | — | |
| 27 | GE | General Electric | Stock-Industrials | 1.12% | +0.38% | +2.17% | |
| 28 | CTAS | Cintas CORP | Stock-Industrials | 1.10% | -0.06% | — | |
| 29 | ✓ | Stock-Other | 1.08% | — | +11.94% | ||
| 30 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.07% | -0.20% | +1.24% | |
| 31 | AMG | Affiliated Managers Group | Stock-Financials | 0.98% | +0.24% | +3.70% | |
| 32 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | -0.04% | +5.42% | |
| 33 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.88% | +0.03% | +1.77% | |
| 34 | WDAY | Workday Inc-class A | Stock-Tech | 0.85% | -0.06% | — | |
| 35 | CAKE | Cheesecake Factory Inc/the | Stock-Consumer Disc | 0.82% | +0.35% | +1.04% | |
| 36 | GEN | Gen Digital Inc | Stock-Tech | 0.79% | +0.14% | +1.26% | |
| 37 | STT | State Street CORP | Stock-Financials | 0.76% | +0.29% | — | |
| 38 | ABT | Abbott Laboratories | Stock-Healthcare | 0.72% | -0.10% | +10.18% | |
| 39 | MSFT | Microsoft CORP | Stock-Tech | 0.67% | -0.03% | +48.12% | |
| 40 | MCO | Moody's CORP | Stock-Financials | 0.66% | -0.02% | — | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.62% | -0.01% | — | |
| 42 | EFX | Equifax Inc | Stock-Industrials | 0.56% | -0.08% | +1.19% | |
| 43 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.52% | +0.15% | +2.17% | |
| 44 | ✓ | Stock-Other | 0.49% | — | — | ||
| 45 | SYY | Sysco CORP | Stock-Consumer Staples | 0.48% | +0.04% | +5.14% | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.47% | — | -1.00% | |
| 47 | ✓ | Stock-Other | 0.43% | — | — | ||
| 48 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.39% | -0.03% | +2.00% | |
| 49 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.35% | -0.01% | — | |
| 50 | ✓ | Stock-Other | 0.34% | — | +2.36% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 2 | ADP | Automatic Data Processing | — | NEW | New buy |
| 3 | SYK | Stryker CORP | — | NEW | New buy |
| 4 | ORCL | Oracle CORP | — | NEW | New buy |
| 5 | FAST | Fastenal Co | — | NEW | New buy |
| 6 | ITW | Illinois Tool Works | — | NEW | New buy |
| 7 | ✓ | — | NEW | New buy | |
| 8 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | AAPL | Apple Inc | — | NEW | New buy |
| 11 | SBUX | Starbucks CORP | — | NEW | New buy |
| 12 | KMX | Carmax Inc | — | NEW | New buy |
| 13 | RBA | Rb Global Inc | — | NEW | New buy |
| 14 | ✓ | — | NEW | New buy | |
| 15 | AFL | Aflac Inc | — | NEW | New buy |
| 16 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 17 | EXPD | Expeditors Intl Wash Inc | — | NEW | New buy |
| 18 | WEX | Wex Inc | — | NEW | New buy |
| 19 | APD | Air Products & Chemicals Inc | — | NEW | New buy |
| 20 | PEP | Pepsico Inc | — | NEW | New buy |
| 21 | OMC | Omnicom Group | — | NEW | New buy |
| 22 | ✓ | — | NEW | New buy | |
| 23 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 24 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 25 | DORM | Dorman Products Inc | — | NEW | New buy |
| 26 | INTU | Intuit Inc | — | NEW | New buy |
| 27 | GE | General Electric | — | NEW | New buy |
| 28 | CTAS | Cintas CORP | — | NEW | New buy |
| 29 | ✓ | — | NEW | New buy | |
| 30 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 31 | AMG | Affiliated Managers Group | — | NEW | New buy |
| 32 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 33 | EL | Estee Lauder Companies-cl A | — | NEW | New buy |
| 34 | WDAY | Workday Inc-class A | — | NEW | New buy |
| 35 | CAKE | Cheesecake Factory Inc/the | — | NEW | New buy |
| 36 | GEN | Gen Digital Inc | — | NEW | New buy |
| 37 | STT | State Street CORP | — | NEW | New buy |
| 38 | ABT | Abbott Laboratories | — | NEW | New buy |
| 39 | MSFT | Microsoft CORP | — | NEW | New buy |
| 40 | MCO | Moody's CORP | — | NEW | New buy |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | — | NEW | New buy |
| 42 | EFX | Equifax Inc | — | NEW | New buy |
| 43 | BWA | Borgwarner Inc | — | NEW | New buy |
| 44 | ✓ | — | NEW | New buy | |
| 45 | SYY | Sysco CORP | — | NEW | New buy |
| 46 | EFA | Ishares Msci Eafe ETF | — | NEW | New buy |
| 47 | ✓ | — | NEW | New buy | |
| 48 | PYPL | Paypal Holdings Inc | — | NEW | New buy |
| 49 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 50 | ✓ | — | NEW | New buy |
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 80 disclosed positions in Q1 2025.
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, ADP, SYK) accounted for 30.8% of total reported equity market value during Q1 2025.
Top New Position Initiated
ORLY
市值: $31.8M
During Q1 2025, Long Road Investment Counsel, LLC's top holdings by market value included ORLY (12.3%)、ADP (6.3%)、SYK (6.2%). The largest single position, ORLY, represented 12.3% of total portfolio value.
In Q1 2025, Long Road Investment Counsel, LLC made 80 total portfolio adjustments, initiating 80 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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