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CIK: 0001620081
Total reported value
$271.3M
$271.3M
80 檔
32.8%
At the close of Q2 2025, Long Road Investment Counsel, LLC disclosed equity holdings valued at approximately $271.3M, spread across 80 reported holdings.
During Q2 2025, 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 | 11.15% | -0.69% | +1392.99% | |
| 2 | SYK | Stryker CORP | Stock-Healthcare | 6.27% | -0.55% | -0.23% | |
| 3 | ADP | Automatic Data Processing | Stock-Tech | 6.10% | +0.15% | -0.56% | |
| 4 | ✓ | Stock-Other | 5.81% | — | — | ||
| 5 | FAST | Fastenal Co | Stock-Industrials | 3.86% | -0.12% | +96.80% | |
| 6 | ITW | Illinois Tool Works | Stock-Industrials | 3.60% | -0.09% | +0.01% | |
| 7 | ✓ | Stock-Other | 3.46% | — | -0.98% | ||
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.24% | +0.83% | -0.91% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.19% | +0.88% | -2.02% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.40% | +0.20% | -6.28% | |
| 11 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.31% | +0.17% | -1.46% | |
| 12 | ✓ | Stock-Other | 2.24% | — | — | ||
| 13 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.22% | -0.30% | -1.99% | |
| 14 | ✓ | Stock-Other | 1.98% | — | +0.85% | ||
| 15 | KMX | Carmax Inc | Stock-Consumer Disc | 1.96% | +0.08% | -0.28% | |
| 16 | AFL | Aflac Inc | Stock-Financials | 1.74% | +0.01% | -1.78% | |
| 17 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.62% | +0.14% | +0.18% | |
| 18 | ✓ | Stock-Other | 1.56% | — | -0.72% | ||
| 19 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.54% | -0.09% | -0.27% | |
| 20 | INTU | Intuit Inc | Stock-Tech | 1.52% | -0.32% | — | |
| 21 | WEX | Wex Inc | Stock-Tech | 1.52% | -0.23% | -0.40% | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.40% | -0.31% | +0.25% | |
| 23 | GE | General Electric | Stock-Industrials | 1.38% | +0.38% | -0.52% | |
| 24 | OMC | Omnicom Group | Stock-Comm Services | 1.37% | -0.14% | +0.05% | |
| 25 | DORM | Dorman Products Inc | Stock-Consumer Disc | 1.28% | +0.26% | -1.24% | |
| 26 | CTAS | Cintas CORP | Stock-Industrials | 1.15% | -0.06% | — | |
| 27 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.14% | -0.07% | -1.25% | |
| 28 | ✓ | Stock-Other | 1.12% | — | -0.65% | ||
| 29 | AMG | Affiliated Managers Group | Stock-Financials | 1.11% | +0.24% | +0.50% | |
| 30 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.04% | -0.10% | -0.61% | |
| 31 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.03% | +0.03% | -0.87% | |
| 32 | CAKE | Cheesecake Factory Inc/the | Stock-Consumer Disc | 1.01% | +0.35% | -0.52% | |
| 33 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.01% | -0.20% | -0.61% | |
| 34 | STT | State Street CORP | Stock-Financials | 0.87% | +0.29% | — | |
| 35 | MSFT | Microsoft CORP | Stock-Tech | 0.85% | -0.03% | -1.08% | |
| 36 | WDAY | Workday Inc-class A | Stock-Tech | 0.84% | -0.06% | — | |
| 37 | GEN | Gen Digital Inc | Stock-Tech | 0.83% | +0.14% | -0.62% | |
| 38 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.04% | — | |
| 39 | ✓ | Stock-Other | 0.71% | — | -0.50% | ||
| 40 | ABT | Abbott Laboratories | Stock-Healthcare | 0.70% | -0.10% | -1.88% | |
| 41 | MCO | Moody's CORP | Stock-Financials | 0.69% | -0.02% | — | |
| 42 | ✓ | Stock-Other | 0.62% | — | +112.79% | ||
| 43 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.58% | +0.15% | -1.06% | |
| 44 | EFX | Equifax Inc | Stock-Industrials | 0.57% | -0.08% | — | |
| 45 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.54% | -0.01% | — | |
| 46 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.50% | — | +1.52% | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.46% | +0.04% | — | |
| 48 | PYPL | Paypal Holdings Inc | Stock-Financials | 0.42% | -0.03% | -0.98% | |
| 49 | ✓ | Stock-Other | 0.41% | — | — | ||
| 50 | ✓ | Stock-Other | 0.37% | — | — |
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 Q2 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, SYK, ADP) accounted for 32.8% of total reported equity market value during Q2 2025.
During Q2 2025, Long Road Investment Counsel, LLC's top holdings by market value included ORLY (11.2%)、SYK (6.3%)、ADP (6.1%). The largest single position, ORLY, represented 11.2% of total portfolio value.
In Q2 2025, 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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