13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001620081
Total reported value
$271.3M
$271.3M
80 檔
36.0%
As reported in its official Q3 2025 Form 13F filing, Long Road Investment Counsel, LLC's tracked investment portfolio stood at $271.3M with 80 total positions.
In Q3 2025, Long Road Investment Counsel, LLC adopted a defensive or profit-taking posture, trimming 31 positions and completely liquidating 10 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 12.19% | -0.69% | -3.55% | |
| 2 | ✓ | Stock-Other | 7.05% | — | -0.56% | ||
| 3 | SYK | Stryker CORP | Stock-Healthcare | 5.56% | -0.55% | — | |
| 4 | ADP | Automatic Data Processing | Stock-Tech | 5.50% | +0.15% | — | |
| 5 | FAST | Fastenal Co | Stock-Industrials | 4.27% | -0.12% | — | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.21% | +0.83% | — | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 4.17% | +0.88% | — | |
| 8 | ITW | Illinois Tool Works | Stock-Industrials | 3.60% | -0.09% | — | |
| 9 | ✓ | Stock-Other | 2.98% | — | -0.99% | ||
| 10 | AAPL | Apple Inc | Stock-Tech | 2.83% | +0.20% | — | |
| 11 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.51% | -0.30% | — | |
| 12 | RBA | Rb Global Inc | Stock-Industrials | 2.17% | +0.31% | — | |
| 13 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.02% | +0.17% | — | |
| 14 | AFL | Aflac Inc | Stock-Financials | 1.75% | +0.01% | — | |
| 15 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.65% | +0.14% | — | |
| 16 | WEX | Wex Inc | Stock-Tech | 1.54% | -0.23% | — | |
| 17 | DORM | Dorman Products Inc | Stock-Consumer Disc | 1.54% | +0.26% | — | |
| 18 | GE | General Electric | Stock-Industrials | 1.53% | +0.38% | — | |
| 19 | OMC | Omnicom Group | Stock-Comm Services | 1.47% | -0.14% | — | |
| 20 | BR | Broadridge Financial Solutio | Stock-Tech | 1.45% | -0.22% | — | |
| 21 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.41% | -0.09% | — | |
| 22 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.41% | -0.31% | — | |
| 23 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.29% | -0.07% | — | |
| 24 | AMG | Affiliated Managers Group | Stock-Financials | 1.27% | +0.24% | — | |
| 25 | INTU | Intuit Inc | Stock-Tech | 1.25% | -0.32% | — | |
| 26 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.08% | -0.10% | — | |
| 27 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 1.07% | +0.03% | — | |
| 28 | CTAS | Cintas CORP | Stock-Industrials | 1.00% | -0.06% | — | |
| 29 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.96% | -0.20% | — | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.96% | -0.04% | — | |
| 31 | STT | State Street CORP | Stock-Financials | 0.90% | +0.29% | — | |
| 32 | ✓ | Stock-Other | 0.86% | — | — | ||
| 33 | CAKE | Cheesecake Factory Inc/the | Stock-Consumer Disc | 0.84% | +0.35% | — | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.84% | -0.03% | — | |
| 35 | WDAY | Workday Inc-class A | Stock-Tech | 0.80% | -0.06% | — | |
| 36 | ✓ | Stock-Other | 0.78% | — | +0.03% | ||
| 37 | GEN | Gen Digital Inc | Stock-Tech | 0.76% | +0.14% | — | |
| 38 | BWA | Borgwarner Inc | Stock-Consumer Disc | 0.72% | +0.15% | — | |
| 39 | ABT | Abbott Laboratories | Stock-Healthcare | 0.65% | -0.10% | — | |
| 40 | ✓ | Stock-Other | 0.63% | — | — | ||
| 41 | MCO | Moody's CORP | Stock-Financials | 0.62% | -0.02% | — | |
| 42 | ACN | Accenture plc | Stock-Tech | 0.62% | -0.23% | — | |
| 43 | EFX | Equifax Inc | Stock-Industrials | 0.53% | -0.08% | — | |
| 44 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.53% | -0.01% | — | |
| 45 | EFA | Ishares Msci Eafe ETF | ETF-Other | 0.50% | — | — | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.49% | +0.05% | — | |
| 47 | SYY | Sysco CORP | Stock-Consumer Staples | 0.48% | +0.04% | — | |
| 48 | KMX | Carmax Inc | Stock-Consumer Disc | 0.42% | +0.08% | -66.34% | |
| 49 | ✓ | Stock-Other | 0.38% | — | — | ||
| 50 | BOOT | Boot Barn Holdings Inc | Stock-Consumer Disc | 0.37% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOG | Alphabet Inc-cl C | +1.2% | — | Trim |
| 2 | GOOGL | Alphabet Inc-cl A | +1.2% | — | Trim |
| 3 | IDXX | Idexx Laboratories Inc | +0.7% | — | Trim |
| 4 | FAST | Fastenal Co | +0.5% | — | Add |
| 5 | GE | General Electric | +0.4% | — | Trim |
| 6 | ✓ | +0.4% | — | Add | |
| 7 | ✓ | +0.4% | +0.03% | Trim | |
| 8 | AMG | Affiliated Managers Group | +0.3% | — | Add |
| 9 | DORM | Dorman Products Inc | +0.2% | — | Trim |
| 10 | BWA | Borgwarner Inc | +0.2% | — | Trim |
| 11 | EL | Estee Lauder Companies-cl A | +0.2% | — | Trim |
| 12 | MSFT | Microsoft CORP | +0.2% | — | Trim |
| 13 | STT | State Street CORP | +0.1% | — | Unchanged |
| 14 | BOOT | Boot Barn Holdings Inc | +0.1% | — | Trim |
| 15 | ✓ | +0.1% | — | Add | |
| 16 | PHIN | Phinia Inc | +0.1% | — | Trim |
| 17 | EFA | Ishares Msci Eafe ETF | 0% | — | Add |
| 18 | ✓ | 0% | — | Unchanged | |
| 19 | INTU | Intuit Inc | 0% | — | Unchanged |
| 20 | JNJ | Johnson & Johnson | 0% | — | Unchanged |
| 21 | CAKE | Cheesecake Factory Inc/the | 0% | — | Trim |
| 22 | VWO | Vanguard Ftse Emerging Marke | 0% | — | Trim |
| 23 | GNTX | Gentex CORP | 0% | — | Unchanged |
| 24 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 25 | IRM | Iron Mountain Inc | 0% | — | Unchanged |
| 26 | SYY | Sysco CORP | — | — | Unchanged |
| 27 | LOW | Lowe's Cos Inc | — | — | Add |
| 28 | MDT | Medtronic plc | — | — | Unchanged |
| 29 | ECL | Ecolab Inc | 0% | — | Unchanged |
| 30 | TSCO | Tractor Supply Company | 0% | — | Unchanged |
| 31 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 32 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 33 | KNX | Knight-swift Transportation | 0% | — | Add |
| 34 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 35 | SMG | Scotts Miracle-gro Co | 0% | — | Trim |
| 36 | ✓ | 0% | — | Unchanged | |
| 37 | GEN | Gen Digital Inc | 0% | — | Trim |
| 38 | EFX | Equifax Inc | 0% | — | Unchanged |
| 39 | PAYX | Paychex Inc | 0% | — | Unchanged |
| 40 | ✓ | 0% | — | Add | |
| 41 | ✓ | 0% | — | Unchanged | |
| 42 | PYPL | Paypal Holdings Inc | 0% | — | Trim |
| 43 | MCO | Moody's CORP | 0% | — | Unchanged |
| 44 | AAPL | Apple Inc | -0.1% | — | Trim |
| 45 | RBA | Rb Global Inc | -0.1% | — | Trim |
| 46 | WDAY | Workday Inc-class A | -0.1% | — | Unchanged |
| 47 | AMGN | Amgen Inc | -0.1% | — | Unchanged |
| 48 | ✓ | -0.1% | — | Add | |
| 49 | PG | Procter & Gamble Co/the | -0.1% | — | Unchanged |
| 50 | FISV | Fiserv Inc | -0.1% | — | Unchanged |
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 Q3 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) accounted for 36.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
市值: $19.9M
Top Position Liquidated / Trimmed
ORCL
前期市值: $10.1M
During Q3 2025, Long Road Investment Counsel, LLC's top holdings by market value included ORLY (12.2%)、 (7.0%)、SYK (5.6%). The largest single position, ORLY, represented 12.2% of total portfolio value.
In Q3 2025, Long Road Investment Counsel, LLC made 65 total portfolio adjustments, initiating 10 new buys, adding to 14 positions, trimming 31 holdings, and fully liquidating 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.