Long Road Investment Counsel, LLC

CIK 0001620081 • 6 13F filings • May 12, 2025 – Aug 14, 2026

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Filer information

Filed by: Long Road Investment Counsel, LLC, Member
Address: 107 West Michigan Avenue, Suite 804, Kalamazoo, MI, 49007-3946
Phone: 269-488-8001
AUM: $264.0M

AUM over time

$271.3M latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsEnergyOther

Holdings by filing

Portfolio value: $264.0M79 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.5M	0.6%Prev: 0.7%	12,024 SH	Decreased-1,781 SH
ABBVIE	COM	$1.3M	0.5%	5,639 SH	New
ACCENTURE	COM	$2.0M	0.7%Prev: 0.6%	7,375 SH	Increased+280 SH
ADOBE	COM	$571K	0.2%Prev: 0.3%	1,632 SH	Decreased-700 SH
ADP	COM	$13.2M	5.0%Prev: 5.5%	51,195 SH	Decreased-1,734 SH
AFFILIATED MANAGERS GROUP	COM	$4.5M	1.7%Prev: 1.3%	15,581 SH	Increased+485 SH
AFLAC	COM	$4.7M	1.8%Prev: 1.7%	42,650 SH	Decreased-1,550 SH
AIR PRODUCTS & CHEMICALS INC	COM	$3.6M	1.4%	14,660 SH	New
ALPHABET CL A	COM	$14.1M	5.4%Prev: 4.2%	45,205 SH	Increased-3,300 SH
ALPHABET CL C	COM	$14.9M	5.7%Prev: 4.2%	47,599 SH	Increased-1,260 SH
AMER EXPRESS	COM	$212K	0.1%	573 SH	New
AMGEN	COM	$720K	0.3%Prev: 0.2%	2,200 SH	Increased
APPLE	COM	$7.1M	2.7%Prev: 2.8%	26,300 SH	Decreased-5,051 SH
BECTON DICKINSON	COM	$3.1M	1.2%Prev: 1.1%	16,049 SH	Increased-183 SH
BERKSHIRE CL A	COM	$1.5M	0.6%	2 SH	New
BOOT BARN	COM	$1.1M	0.4%Prev: 0.4%	6,471 SH	Increased+150 SH
BORG WARNER	COM	$2.1M	0.8%Prev: 0.7%	47,030 SH	Increased+500 SH
BP	COM	$205K	0.1%Prev: 0.1%	5,900 SH	Increased
BROADRIDGE	COM	$3.8M	1.4%Prev: 1.5%	16,950 SH	Decreased-275 SH
CARMAX	COM	$927K	0.4%Prev: 0.4%	23,980 SH	Decreased-2,300 SH
CHEESECAKE	COM	$2.2M	0.8%	43,120 SH	New
CINTAS CORP	COM	$2.6M	1.0%Prev: 1.0%	13,800 SH	Decreased
COSTCO	COM	$809K	0.3%Prev: 0.1%	938 SH	Increased+530 SH
DORMAN PRODUCTS	COM	$3.5M	1.3%Prev: 1.5%	28,250 SH	Decreased+350 SH
ECOLAB	COM	$336K	0.1%Prev: 0.2%	1,280 SH	Decreased-400 SH
EQUIFAX	COM	$898K	0.3%Prev: 0.5%	4,139 SH	Decreased-1,746 SH
EXPEDITORS	COM	$5.5M	2.1%Prev: 1.7%	36,955 SH	Increased-1,115 SH
EXXON MOBIL CORP	COM	$584K	0.2%Prev: 0.2%	4,849 SH	Increased-326 SH
FASTENAL	COM	$9.7M	3.7%Prev: 4.3%	241,590 SH	Decreased-4,400 SH
FIDELITY NATIONAL INFORMATION	COM	$2.5M	0.9%	37,372 SH	New
GE AEROSPACE	COM	$4.4M	1.7%Prev: 1.5%	14,324 SH	Increased-12 SH
GE HEALTHCARE	COM	$673K	0.3%Prev: 0.2%	8,209 SH	Increased+21 SH
GE VERNOVA	COM	$2.3M	0.9%	3,569 SH	New
GEN DIGITAL	COM	$2.0M	0.8%Prev: 0.8%	73,925 SH	Decreased-2,025 SH
GENTEX	COM	$612K	0.2%Prev: 0.3%	26,300 SH	Decreased
GILEAD SCIENCES	COM	$2.9M	1.1%	23,950 SH	New
IDEXX LABS	COM	$7.6M	2.9%Prev: 2.5%	11,307 SH	Increased+225 SH
ILLINOIS TOOL WORKS	COM	$9.3M	3.5%	37,606 SH	New
INTERCONTINENTAL EXCHANGE	COM	$8.0M	3.0%	49,585 SH	New
INTUIT	COM	$2.6M	1.0%	3,870 SH	New
IRON MOUNTAIN	COM	$290K	0.1%	3,500 SH	New
ISHARES MSCI EAFE ETF	ETF	$1.3M	0.5%Prev: 0.5%	13,340 SH	Decreased-1,725 SH
JACOBS SOLUTIONS INC	COM	$606K	0.2%	4,575 SH	New
JOHNSON & JOHNSON	COM	$3.0M	1.1%Prev: 1.0%	14,395 SH	Increased-190 SH
JPMORGAN CHASE	COM	$1.3M	0.5%Prev: 0.4%	3,932 SH	Increased+500 SH
KNIGHT-SWIFT TRANSPORTATION	COM	$500K	0.2%	9,555 SH	New
LAUDER, ESTEE	COM	$3.4M	1.3%Prev: 1.1%	32,484 SH	Increased-1,700 SH
LOWES	COM	$316K	0.1%	1,310 SH	New
MASTERCARD	COM	$380K	0.1%Prev: 0.1%	665 SH	Increased
MEDTRONIC	COM	$701K	0.3%Prev: 0.2%	7,300 SH	Increased
META PLATFORMS	COM	$234K	0.1%Prev: 0.1%	355 SH	Decreased
MICROSOFT	COM	$2.2M	0.8%Prev: 0.8%	4,567 SH	Decreased
MOODYS	COM	$1.9M	0.7%	3,679 SH	New
MORGAN STANLEY	COM	$259K	0.1%Prev: 0.1%	1,461 SH	Increased
NORTHERN TRUST	COM	$335K	0.1%Prev: 0.1%	2,450 SH	Increased+450 SH
OMNICOM	COM	$4.1M	1.5%Prev: 1.5%	50,303 SH	Decreased-532 SH
ORACLE	COM	$12.6M	4.8%Prev: 7.0%	64,439 SH	Decreased-6,364 SH
OREILLY AUTO	COM	$26.9M	10.2%	294,765 SH	New
PAYCHEX	COM	$224K	0.1%Prev: 0.1%	2,000 SH	Decreased
PAYPAL	COM	$893K	0.3%	15,300 SH	New
PEPSICO	COM	$3.9M	1.5%Prev: 1.4%	27,184 SH	Decreased-1,186 SH
PFIZER	COM	$325K	0.1%Prev: 0.1%	13,043 SH	Increased+1,000 SH
PHINIA INC	COM	$929K	0.4%	14,826 SH	New
PROCTER & GAMBLE	COM	$690K	0.3%Prev: 0.3%	4,815 SH	Decreased-536 SH
RB GLOBAL INC	COM	$5.7M	2.2%	55,840 SH	New
SCOTTS MIRACLE-GRO CO CL A	COM	$681K	0.3%Prev: 0.2%	11,675 SH	Increased+150 SH
SPDR S&P 500 ETF	ETF	$1.8M	0.7%Prev: 0.6%	2,679 SH	Increased
STARBUCKS	COM	$5.5M	2.1%Prev: 2.0%	64,970 SH	Decreased-2,600 SH
STATE STREET	COM	$2.8M	1.1%Prev: 0.9%	22,001 SH	Increased
STATE STREET SPDR S&PMIDCAP 40	ETF	$1.1M	0.4%	1,850 SH	New
STRYKER	COM	$15.0M	5.7%Prev: 5.6%	42,556 SH	Decreased+100 SH
SYSCO	COM	$926K	0.4%Prev: 0.5%	12,568 SH	Decreased-3,792 SH
TESLA MOTOR	COM	$202K	0.1%Prev: 0.1%	450 SH	Increased
THERMO FISHER	COM	$4.5M	1.7%Prev: 1.3%	7,711 SH	Increased+185 SH
TRACTOR SUPPLY	COM	$663K	0.3%Prev: 0.3%	13,250 SH	Decreased
VANGUARD FTSE EMERGING MARKETS	ETF	$1.0M	0.4%Prev: 0.4%	18,680 SH	Decreased-300 SH
VISA INC CL A	COM	$522K	0.2%	1,487 SH	New
WEX	COM	$4.1M	1.5%Prev: 1.5%	27,434 SH	Decreased-240 SH
WORKDAY	COM	$2.0M	0.8%Prev: 0.8%	9,391 SH	Decreased

Sold (vs prior filing)

ABBVIE INC — $1.4M
AIR PRODUCTS — $4.0M
BERKSHIRE HATHAWAY CL A — $1.5M
BERKSHIRE HATHAWAY CL B — $352K
CHEESECAKE FACTORY INC — $2.4M
FIDELITY NATL INFORMATION SVCS — $2.4M
FISERV — $207K
GE VERONA — $2.2M
GILEAD SCIENCES INC — $2.7M
ILLINOIS TOOL WORKS INC — $10.2M
INTERCONTINENTALEXCHANGE GROUP — $8.4M
INTUIT SOFTWARE — $3.5M
IRON MOUNTAIN INC — $357K
JACOBS SOLUTIONS — $686K
KNIGHT-SWIFT — $304K
LOWES COMPANIES — $266K
MOODYS CORP — $1.8M
O REILLY AUTO — $34.4M
PAYPAL HOLDINGS INC-W/I — $1.0M
PHINIA — $846K
… and 3 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Feb 4, 2026	Q4 2025	13F-HR	0000905729-26-000033	$264.0M	View
Nov 14, 2025	Q3 2025	13F-HR	0000905729-25-000185	$282.5M	View
Aug 14, 2026	Q2 2026