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: $257.7M80 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.9M	0.7%	14,070 SH
ABBVIE	COM	$1.3M	0.5%	5,975 SH
ACCENTURE	COM	$5.5M	2.1%	17,620 SH
ADOBE	COM	$864K	0.3%	2,252 SH
ADP	COM	$16.3M	6.3%	53,229 SH
AFFILIATED MANAGERS GROUP	COM	$2.5M	1.0%	15,021 SH
AFLAC	COM	$5.0M	1.9%	45,000 SH
AIR PRODUCTS	COM	$4.3M	1.7%	14,655 SH
ALPHABET CL A	COM	$7.7M	3.0%	49,505 SH
ALPHABET INC/CA-CL C	COM	$7.7M	3.0%	49,309 SH
AMGEN	COM	$685K	0.3%	2,200 SH
APPLE INC	COM	$7.4M	2.9%	33,451 SH
BECTON DICKINSON	COM	$3.7M	1.5%	16,332 SH
BERKSHIRE HATHAWAY CL A	COM	$1.6M	0.6%	2 SH
BERKSHIRE HATHAWAY CL B	COM	$373K	0.1%	700 SH
BOOT BARN	COM	$695K	0.3%	6,471 SH
BORG WARNER	COM	$1.3M	0.5%	47,030 SH
BROADRIDGE	COM	$4.2M	1.6%	17,350 SH
CARMAX	COM	$6.1M	2.4%	78,300 SH
CHEESECAKE FACTORY INC	COM	$2.1M	0.8%	43,550 SH
CINTAS	COM	$2.8M	1.1%	13,800 SH
COSTCO	COM	$386K	0.1%	408 SH
DOLBY LABS	COM	$203K	0.1%	2,525 SH
DORMAN PRODUCTS	COM	$3.4M	1.3%	28,250 SH
ECOLAB	COM	$426K	0.2%	1,680 SH
EQUIFAX	COM	$1.4M	0.6%	5,885 SH
EXPEDITORS INTERNATIONAL	COM	$4.6M	1.8%	38,000 SH
EXXON MOBIL CORP	COM	$615K	0.2%	5,175 SH
FASTENAL	COM	$9.7M	3.8%	124,995 SH
FIDELITY NATL INFORMATION SVCS	COM	$2.8M	1.1%	37,162 SH
FISERV	COM	$354K	0.1%	1,604 SH
GE AEROSPACE	COM	$2.9M	1.1%	14,411 SH
GE HEALTHCARE	COM	$656K	0.3%	8,128 SH
GE VERNOVA	COM	$1.1M	0.4%	3,589 SH
GEN DIGITAL	COM	$2.0M	0.8%	76,425 SH
GENTEX	COM	$613K	0.2%	26,300 SH
GILEAD SCIENCES INC	COM	$2.8M	1.1%	24,550 SH
IDEXX LABS	COM	$4.7M	1.8%	11,307 SH
ILLINOIS TOOL WORKS INC	COM	$9.7M	3.8%	39,028 SH
INTERCONTINENTAL EXCHANGE	COM	$8.8M	3.4%	50,985 SH
INTUIT	COM	$3.2M	1.2%	5,170 SH
IRON MOUNTAIN	COM	$301K	0.1%	3,500 SH
ISHARES MSCI EAFE ETF	ETF	$1.2M	0.5%	14,840 SH
JACOBS SOLUTIONS INC	COM	$553K	0.2%	4,575 SH
JOHNSON & JOHNSON	COM	$2.4M	0.9%	14,585 SH
JPMORGAN CHASE	COM	$842K	0.3%	3,432 SH
KNIGHT-SWIFT	COM	$326K	0.1%	7,505 SH
LAUDER, ESTEE	COM	$2.3M	0.9%	34,484 SH
LOWES	COM	$222K	0.1%	950 SH
MASTERCARD	COM	$365K	0.1%	665 SH
MEDTRONIC	COM	$656K	0.3%	7,300 SH
MERCK	COM	$233K	0.1%	2,600 SH
META PLATFORMS	COM	$205K	0.1%	355 SH
MICROSOFT	COM	$1.7M	0.7%	4,617 SH
MOODYS CORP	COM	$1.7M	0.7%	3,679 SH
O REILLY AUTOMOTIVE	COM	$31.8M	12.3%	22,190 SH
OMNICOM	COM	$4.2M	1.6%	50,810 SH
ORACLE	COM	$10.1M	3.9%	72,028 SH
PAYCHEX	COM	$309K	0.1%	2,000 SH
PAYPAL	COM	$998K	0.4%	15,300 SH
PEPSICO INC	COM	$4.2M	1.6%	28,300 SH
PFIZER	COM	$305K	0.1%	12,043 SH
PHINIA	COM	$629K	0.2%	14,826 SH
PROCTER & GAMBLE	COM	$912K	0.4%	5,351 SH
RB GLOBAL	COM	$5.7M	2.2%	57,040 SH
SCOTTS MIRACLE-GRO	COM	$641K	0.2%	11,675 SH
SPDR S&P 500 ETF	ETF	$704K	0.3%	1,259 SH
SPDR S&P MIDCAP 400 ETF	ETF	$704K	0.3%	1,320 SH
STARBUCKS	COM	$6.7M	2.6%	68,570 SH
STATE STREET	COM	$2.0M	0.8%	22,001 SH
STRYKER	COM	$15.8M	6.1%	42,556 SH
SYSCO	COM	$1.2M	0.5%	16,360 SH
THERMO FISHER SCIENTIFIC	COM	$3.8M	1.5%	7,621 SH
TRACTOR SUPPLY CO	COM	$730K	0.3%	13,250 SH
VANGUARD FTSE EMERGING MARKETS	ETF	$864K	0.3%	19,080 SH
VISA INC CL A	COM	$437K	0.2%	1,247 SH
WALGREENS	COM	$512K	0.2%	45,850 SH
WESTERN UNION	COM	$342K	0.1%	32,298 SH
WEX	COM	$4.4M	1.7%	27,784 SH
WORKDAY	COM	$2.2M	0.9%	9,391 SH

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