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CIK: 0001620081
Total reported value
$271.3M
$271.3M
96 檔
30.5%
In Q1 2026, Long Road Investment Counsel, LLC's U.S. equity holdings reached a combined market value of $271.3M, distributed across 96 disclosed stock positions.
In Q1 2026, Long Road Investment Counsel, LLC displayed an active expansion posture, initiating 5 new positions and adding to 32 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 | 10.98% | -0.69% | +2.88% | |
| 2 | SYK | Stryker CORP | Stock-Healthcare | 5.53% | -0.55% | +0.94% | |
| 3 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.49% | +0.83% | +2.52% | |
| 4 | ✓ | Stock-Other | 5.23% | — | +2.65% | ||
| 5 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 5.23% | +0.88% | — | |
| 6 | FAST | Fastenal Co | Stock-Industrials | 4.51% | -0.12% | +2.65% | |
| 7 | ADP | Automatic Data Processing | Stock-Tech | 4.26% | +0.15% | +4.36% | |
| 8 | ITW | Illinois Tool Works | Stock-Industrials | 3.94% | -0.09% | +2.66% | |
| 9 | ✓ | Stock-Other | 3.79% | — | +1.86% | ||
| 10 | ORCL | Oracle CORP | Stock-Tech | 3.79% | -0.25% | — | |
| 11 | ✓ | Stock-Other | 3.13% | — | +2.32% | ||
| 12 | ICE | Intercontinental Exchange In | Stock-Financials | 3.13% | -0.83% | — | |
| 13 | AAPL | Apple Inc | Stock-Tech | 2.90% | +0.20% | +10.65% | |
| 14 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 2.49% | -0.30% | — | |
| 15 | SBUX | Starbucks CORP | Stock-Consumer Disc | 2.41% | +0.17% | +5.54% | |
| 16 | ✓ | Stock-Other | 2.19% | — | +4.12% | ||
| 17 | RBA | Rb Global Inc | Stock-Industrials | 2.19% | +0.31% | — | |
| 18 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.08% | +0.14% | — | |
| 19 | AFL | Aflac Inc | Stock-Financials | 1.92% | +0.01% | +4.69% | |
| 20 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.74% | -0.31% | +5.39% | |
| 21 | APD | Air Products & Chemicals Inc | Stock-Materials | 1.70% | -0.09% | +2.05% | |
| 22 | AMG | Affiliated Managers Group | Stock-Financials | 1.69% | +0.24% | — | |
| 23 | WEX | Wex Inc | Stock-Tech | 1.68% | -0.23% | +2.19% | |
| 24 | GE | General Electric | Stock-Industrials | 1.59% | +0.38% | — | |
| 25 | OMC | Omnicom Group | Stock-Comm Services | 1.52% | -0.14% | +2.39% | |
| 26 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 1.49% | -0.07% | — | |
| 27 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.42% | -0.04% | +2.78% | |
| 28 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.36% | -0.20% | +4.18% | |
| 29 | ✓ | Stock-Other | 1.22% | — | — | ||
| 30 | GEV | GE Vernova Inc | Stock-Industrials | 1.22% | +0.33% | — | |
| 31 | DORM | Dorman Products Inc | Stock-Consumer Disc | 1.16% | +0.26% | — | |
| 32 | STT | State Street CORP | Stock-Financials | 1.09% | +0.29% | — | |
| 33 | ✓ | Stock-Other | 1.08% | — | — | ||
| 34 | BR | Broadridge Financial Solutio | Stock-Tech | 1.08% | -0.22% | — | |
| 35 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.01% | -0.10% | +1.87% | |
| 36 | BWA | Borgwarner Inc | Stock-Consumer Disc | 1.00% | +0.15% | — | |
| 37 | EL | Estee Lauder Companies-cl A | Stock-Consumer Staples | 0.97% | +0.03% | +6.16% | |
| 38 | CAKE | Cheesecake Factory Inc/the | Stock-Consumer Disc | 0.94% | +0.35% | +1.86% | |
| 39 | CTAS | Cintas CORP | Stock-Industrials | 0.92% | -0.06% | — | |
| 40 | INTU | Intuit Inc | Stock-Tech | 0.74% | -0.32% | +12.92% | |
| 41 | ✓ | Stock-Other | 0.68% | — | — | ||
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.68% | +0.05% | — | |
| 43 | ✓ | Stock-Other | 0.68% | — | — | ||
| 44 | FIS | Fidelity National Info Serv | Stock-Tech | 0.68% | -0.15% | -1.07% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.66% | -0.03% | — | |
| 46 | MCO | Moody's CORP | Stock-Financials | 0.63% | -0.02% | — | |
| 47 | ✓ | Stock-Other | 0.57% | — | — | ||
| 48 | ACN | Accenture plc | Stock-Tech | 0.57% | -0.23% | — | |
| 49 | GEN | Gen Digital Inc | Stock-Tech | 0.56% | +0.14% | +3.38% | |
| 50 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.56% | -0.01% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FAST | Fastenal Co | +0.8% | +2.65% | Add |
| 2 | ORLY | O'reilly Automotive Inc | +0.8% | +2.88% | Add |
| 3 | ITW | Illinois Tool Works | +0.4% | +2.66% | Add |
| 4 | SBUX | Starbucks CORP | +0.3% | +5.54% | Add |
| 5 | APD | Air Products & Chemicals Inc | +0.3% | +2.05% | Add |
| 6 | JNJ | Johnson & Johnson | +0.3% | +2.78% | Add |
| 7 | PEP | Pepsico Inc | +0.3% | +5.39% | Add |
| 8 | GILD | Gilead Sciences Inc | +0.3% | +4.18% | Add |
| 9 | BWA | Borgwarner Inc | +0.2% | — | Unchanged |
| 10 | AAPL | Apple Inc | +0.2% | +10.65% | Add |
| 11 | AFL | Aflac Inc | +0.1% | +4.69% | Add |
| 12 | WEX | Wex Inc | +0.1% | +2.19% | Add |
| 13 | CAKE | Cheesecake Factory Inc/the | +0.1% | +1.86% | Add |
| 14 | SYY | Sysco CORP | +0.1% | +30.17% | Add |
| 15 | ✓ | +0.1% | — | Unchanged | |
| 16 | ✓ | +0.1% | +2.32% | Add | |
| 17 | EFX | Equifax Inc | +0.1% | +42.18% | Add |
| 18 | PG | Procter & Gamble Co/the | +0.1% | +21.52% | Add |
| 19 | ✓ | +0.1% | — | Unchanged | |
| 20 | KMX | Carmax Inc | +0.1% | +4.59% | Add |
| 21 | PHIN | Phinia Inc | +0.1% | — | Unchanged |
| 22 | BP | Bp Plc-spons Adr | 0% | — | Unchanged |
| 23 | IRM | Iron Mountain Inc | 0% | — | Unchanged |
| 24 | AMGN | Amgen Inc | 0% | — | Unchanged |
| 25 | KNX | Knight-swift Transportation | 0% | — | Unchanged |
| 26 | VWO | Vanguard Ftse Emerging Marke | 0% | +4.39% | Add |
| 27 | EFA | Ishares Msci Eafe ETF | 0% | +2.25% | Add |
| 28 | ✓ | 0% | — | Unchanged | |
| 29 | PFE | Pfizer Inc | 0% | — | Unchanged |
| 30 | SMG | Scotts Miracle-gro Co | 0% | — | Unchanged |
| 31 | ✓ | 0% | +4.12% | Add | |
| 32 | STT | State Street CORP | 0% | — | Unchanged |
| 33 | ✓ | 0% | +4.37% | Add | |
| 34 | GNTX | Gentex CORP | — | — | Unchanged |
| 35 | NTRS | Northern Trust CORP | — | — | Unchanged |
| 36 | LOW | Lowe's Cos Inc | — | — | Unchanged |
| 37 | ECL | Ecolab Inc | — | — | Unchanged |
| 38 | EXPD | Expeditors Intl Wash Inc | 0% | — | Unchanged |
| 39 | AMG | Affiliated Managers Group | 0% | — | Unchanged |
| 40 | ✓ | 0% | — | Unchanged | |
| 41 | BRK-A | Berkshire Hathaway Inc-cl A | 0% | — | Unchanged |
| 42 | TSCO | Tractor Supply Company | 0% | — | Unchanged |
| 43 | MA | Mastercard Inc - A | 0% | — | Unchanged |
| 44 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 45 | MS | Morgan Stanley | 0% | — | Unchanged |
| 46 | OMC | Omnicom Group | 0% | +2.39% | Add |
| 47 | ABT | Abbott Laboratories | 0% | +12.65% | Add |
| 48 | ✓ | 0% | — | Unchanged | |
| 49 | MDT | Medtronic plc | 0% | — | Unchanged |
| 50 | ✓ | 0% | — | 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 96 disclosed positions in Q1 2026.
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, GOOG) accounted for 30.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
市值: $3.1M
Top Position Liquidated / Trimmed
FIS
前期市值: $2.5M
During Q1 2026, Long Road Investment Counsel, LLC's top holdings by market value included ORLY (11.0%)、SYK (5.5%)、GOOG (5.5%). The largest single position, ORLY, represented 11.0% of total portfolio value.
In Q1 2026, Long Road Investment Counsel, LLC made 43 total portfolio adjustments, initiating 5 new buys, adding to 32 positions, trimming 0 holdings, and fully liquidating 6 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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