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: $267.8M80 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.9M	0.7%Prev: 0.5%	13,805 SH	Increased+260 SH
ABBVIE INC COM	COM	$1.1M	0.4%	5,975 SH	New
ACCENTURE	COM	$5.3M	2.0%Prev: 0.6%	17,770 SH	Increased+10,395 SH
ADOBE	COM	$902K	0.3%Prev: 0.2%	2,332 SH	Increased+700 SH
ADP	COM	$16.3M	6.1%Prev: 4.3%	52,929 SH	Increased-500 SH
AFFILIATED MANAGERS GROUP	COM	$3.0M	1.1%Prev: 1.7%	15,096 SH	Decreased-485 SH
AFLAC	COM	$4.7M	1.7%Prev: 1.9%	44,200 SH	Decreased-450 SH
AIR PRODUCTS	COM	$4.1M	1.5%Prev: 1.7%	14,615 SH	Decreased-345 SH
ALPHABET CL A	COM	$8.5M	3.2%Prev: 5.2%	48,505 SH	Decreased+2,100 SH
ALPHABET CL C	COM	$8.7M	3.2%Prev: 5.5%	48,859 SH	Decreased+60 SH
AMGEN	COM	$614K	0.2%Prev: 0.3%	2,200 SH	Decreased
APPLE INC	COM	$6.4M	2.4%Prev: 2.9%	31,351 SH	Decreased+2,251 SH
BECTON DICKINSON	COM	$2.8M	1.0%	16,232 SH	New
BERKSHIRE HATHAWAY CL A	COM	$1.5M	0.5%	2 SH	New
BERKSHIRE HATHAWAY CL B	COM	$340K	0.1%	700 SH	New
BOOT BARN	COM	$961K	0.4%Prev: 0.4%	6,321 SH	Increased-150 SH
BORG WARNER	COM	$1.6M	0.6%Prev: 1.0%	46,530 SH	Decreased-500 SH
BROADRIDGE	COM	$4.2M	1.6%Prev: 1.1%	17,225 SH	Increased+275 SH
CARMAX	COM	$5.2M	2.0%Prev: 0.4%	78,080 SH	Increased+53,000 SH
CHEESECAKE FACTORY	COM	$2.7M	1.0%	43,325 SH	New
CINTAS	COM	$3.1M	1.1%Prev: 0.9%	13,800 SH	Increased
COSTCO	COM	$404K	0.2%Prev: 0.4%	408 SH	Decreased-530 SH
DORMAN PRODUCTS	COM	$3.4M	1.3%Prev: 1.2%	27,900 SH	Increased-350 SH
ECOLAB	COM	$453K	0.2%Prev: 0.1%	1,680 SH	Increased+400 SH
EQUIFAX	COM	$1.5M	0.6%Prev: 0.4%	5,885 SH	Increased
EXPEDITORS	COM	$4.3M	1.6%Prev: 2.1%	38,070 SH	Decreased+1,115 SH
EXXON MOBIL	COM	$558K	0.2%	5,175 SH	New
FASTENAL	COM	$10.3M	3.9%Prev: 4.5%	245,990 SH	Decreased-2,000 SH
FIDELITY NATL INFORMATION SVCS	COM	$3.0M	1.1%Prev: 0.7%	36,922 SH	Increased-50 SH
FISERV	COM	$277K	0.1%	1,604 SH	New
GE AEROSPACE	COM	$3.7M	1.4%Prev: 1.6%	14,336 SH	Decreased+12 SH
GE HEALTHCARE	COM	$607K	0.2%Prev: 0.2%	8,188 SH	Increased-21 SH
GE VERNOVA	COM	$1.9M	0.7%Prev: 1.2%	3,571 SH	Decreased+2 SH
GEN DIGITAL	COM	$2.2M	0.8%Prev: 0.6%	75,950 SH	Increased-475 SH
GENTEX CORP	COM	$578K	0.2%	26,300 SH	New
GILEAD	COM	$2.7M	1.0%	24,400 SH	New
IDEXX LABS	COM	$5.9M	2.2%Prev: 2.5%	11,082 SH	Decreased-225 SH
INTERCONTINENTAL EXCHANGE	COM	$9.3M	3.5%Prev: 3.1%	50,485 SH	Increased-250 SH
INTUIT	COM	$4.1M	1.5%Prev: 0.7%	5,170 SH	Increased+800 SH
IRON MOUNTAIN	COM	$359K	0.1%Prev: 0.1%	3,500 SH	Increased
ISHARES MSCI EAFE ETF	ETF	$1.3M	0.5%Prev: 0.5%	15,065 SH	Increased+1,425 SH
ITW	COM	$9.7M	3.6%Prev: 3.9%	39,033 SH	Decreased+427 SH
JACOBS SOLUTIONS	COM	$601K	0.2%	4,575 SH	New
JOHNSON & JOHNSON	COM	$2.2M	0.8%Prev: 1.4%	14,585 SH	Decreased-210 SH
JPMORGAN	COM	$995K	0.4%	3,432 SH	New
KNIGHT-SWIFT	COM	$341K	0.1%Prev: 0.2%	7,705 SH	Decreased-1,850 SH
LAUDER, ESTEE	COM	$2.8M	1.0%Prev: 1.0%	34,184 SH	Increased-300 SH
LOWES	COM	$235K	0.1%Prev: 0.1%	1,060 SH	Decreased-250 SH
MASTERCARD	COM	$374K	0.1%Prev: 0.1%	665 SH	Increased
MEDTRONIC	COM	$636K	0.2%Prev: 0.2%	7,300 SH	Increased
META PLATFORMS	COM	$262K	0.1%Prev: 0.1%	355 SH	Increased
MICROSOFT	COM	$2.3M	0.8%Prev: 0.7%	4,567 SH	Increased
MOODYS CORP	COM	$1.8M	0.7%Prev: 0.6%	3,679 SH	Increased
MORGAN STANLEY	COM	$206K	0.1%Prev: 0.1%	1,461 SH	Decreased
NORTHERN TRUST	COM	$254K	0.1%Prev: 0.1%	2,000 SH	Decreased-450 SH
O REILLY AUTOMOTIVE	COM	$29.9M	11.1%	331,295 SH	New
OMNICOM	COM	$3.7M	1.4%Prev: 1.5%	50,835 SH	Decreased-668 SH
ORACLE	COM	$15.6M	5.8%Prev: 3.8%	71,203 SH	Increased+5,564 SH
PAYCHEX	COM	$291K	0.1%	2,000 SH	New
PAYPAL	COM	$1.1M	0.4%Prev: 0.3%	15,150 SH	Increased-150 SH
PEPSICO	COM	$3.7M	1.4%Prev: 1.7%	28,370 SH	Decreased-280 SH
PFIZER INC	COM	$292K	0.1%Prev: 0.1%	12,043 SH	Decreased-1,000 SH
PHINIA	COM	$655K	0.2%Prev: 0.4%	14,726 SH	Decreased-100 SH
PROCTER & GAMBLE	COM	$853K	0.3%Prev: 0.3%	5,351 SH	Increased-500 SH
RB GLOBAL	COM	$6.0M	2.2%Prev: 2.2%	56,515 SH	Increased-1,625 SH
SCOTTS MIRACLE-GRO	COM	$760K	0.3%Prev: 0.3%	11,525 SH	Increased-150 SH
SPDR S&P 500 ETF	ETF	$1.7M	0.6%Prev: 0.7%	2,679 SH	Decreased
SPDR S&P MIDCAP 400 ETF	ETF	$991K	0.4%	1,750 SH	New
STARBUCKS	COM	$6.2M	2.3%Prev: 2.4%	67,570 SH	Increased-1,000 SH
STATE STREET	COM	$2.3M	0.9%Prev: 1.1%	22,001 SH	Decreased
STRYKER	COM	$16.8M	6.3%Prev: 5.5%	42,456 SH	Increased-501 SH
SYSCO	COM	$1.2M	0.5%	16,360 SH	New
THERMO FISHER SCIENTIFIC	COM	$3.1M	1.1%Prev: 1.5%	7,526 SH	Decreased-185 SH
TRACTOR SUPPLY CO	COM	$699K	0.3%	13,250 SH	New
VANGUARD FTSE EMERGING MARKETS	ETF	$939K	0.4%	18,980 SH	New
VISA CL A	COM	$443K	0.2%	1,247 SH	New
WALGREENS	COM	$523K	0.2%	45,550 SH	New
WESTERN UNION	COM	$266K	0.1%	31,533 SH	New
WEX	COM	$4.1M	1.5%Prev: 1.7%	27,674 SH	Decreased-360 SH
WORKDAY	COM	$2.3M	0.8%Prev: 0.5%	9,391 SH	Increased

Sold (vs prior filing)

ABBVIE — $1.4M
BECTON DICKINSON & CO — $2.6M
BERKSHIRE CL A — $1.4M
BP — $277K
CHEESECAKE FACTORY INC — $2.4M
EXXON MOBIL CORP — $823K
FTSE EMERGING MARKETS ETF — $1.1M
GENTEX — $575K
GILEAD SCIENCES — $3.5M
INTEL — $221K
JACOBS SOLUTIONS INC — $608K
JP MORGAN CHASE — $1.2M
OREILLY AUTO — $28.0M
SPDR S&PMIDCAP 400 ETF — $1.1M
SYSCO CORP — $1.2M
TRACTOR SUPPLY — $600K
VISA INC CL A — $449K
WATERS — $661K

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