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: $282.5M80 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.8M	0.7%	13,805 SH	New
ABBVIE INC	COM	$1.4M	0.5%	5,975 SH	New
ACCENTURE	COM	$1.7M	0.6%Prev: 0.3%	7,095 SH	Increased-255 SH
ADOBE	COM	$823K	0.3%Prev: 0.1%	2,332 SH	Increased+740 SH
ADP	COM	$15.5M	5.5%	52,929 SH	New
AFFILIATED MANAGERS GROUP	COM	$3.6M	1.3%Prev: 1.9%	15,096 SH	Decreased-385 SH
AFLAC	COM	$4.9M	1.7%	44,200 SH	New
AIR PRODUCTS	COM	$4.0M	1.4%	14,615 SH	New
ALPHABET CL A	COM	$11.8M	4.2%Prev: 6.1%	48,505 SH	Decreased+2,100 SH
ALPHABET CL C	COM	$11.9M	4.2%	48,859 SH	New
AMGEN	COM	$621K	0.2%	2,200 SH	New
APPLE	COM	$8.0M	2.8%	31,351 SH	New
BECTON DICKINSON	COM	$3.0M	1.1%	16,232 SH	New
BERKSHIRE HATHAWAY CL A	COM	$1.5M	0.5%	2 SH	New
BERKSHIRE HATHAWAY CL B	COM	$352K	0.1%	700 SH	New
BOOT BARN	COM	$1.0M	0.4%	6,321 SH	New
BORG WARNER	COM	$2.0M	0.7%	46,530 SH	New
BP	COM	$203K	0.1%	5,900 SH	New
BROADRIDGE	COM	$4.1M	1.5%Prev: 0.9%	17,225 SH	Increased+275 SH
CARMAX	COM	$1.2M	0.4%	26,280 SH	New
CHEESECAKE FACTORY INC	COM	$2.4M	0.8%Prev: 1.3%	43,325 SH	Decreased-595 SH
CINTAS CORP	COM	$2.8M	1.0%Prev: 0.9%	13,800 SH	Increased
COSTCO	COM	$378K	0.1%Prev: 0.3%	408 SH	Decreased-530 SH
DORMAN PRODUCTS	COM	$4.3M	1.5%	27,900 SH	New
ECOLAB	COM	$460K	0.2%	1,680 SH	New
EQUIFAX	COM	$1.5M	0.5%	5,885 SH	New
EXPEDITORS	COM	$4.7M	1.7%	38,070 SH	New
EXXON MOBIL CORP	COM	$583K	0.2%	5,175 SH	New
FASTENAL	COM	$12.1M	4.3%	245,990 SH	New
FIDELITY NATL INFORMATION SVCS	COM	$2.4M	0.9%Prev: 0.5%	36,922 SH	Increased+95 SH
FISERV	COM	$207K	0.1%	1,604 SH	New
GE AEROSPACE	COM	$4.3M	1.5%Prev: 2.0%	14,336 SH	Decreased+12 SH
GE HEALTHCARE	COM	$615K	0.2%Prev: 0.2%	8,188 SH	Increased+89 SH
GE VERONA	COM	$2.2M	0.8%	3,572 SH	New
GEN DIGITAL	COM	$2.2M	0.8%	75,950 SH	New
GENTEX	COM	$744K	0.3%	26,300 SH	New
GILEAD SCIENCES INC	COM	$2.7M	1.0%Prev: 1.2%	24,400 SH	Decreased-550 SH
IDEXX LABS	COM	$7.1M	2.5%	11,082 SH	New
ILLINOIS TOOL WORKS INC	COM	$10.2M	3.6%	39,033 SH	New
INTERCONTINENTALEXCHANGE GROUP	COM	$8.4M	3.0%	49,985 SH	New
INTUIT SOFTWARE	COM	$3.5M	1.2%	5,170 SH	New
IRON MOUNTAIN INC	COM	$357K	0.1%	3,500 SH	New
ISHARES MSCI EAFE ETF	ETF	$1.4M	0.5%	15,065 SH	New
JACOBS SOLUTIONS	COM	$686K	0.2%	4,575 SH	New
JOHNSON & JOHNSON	COM	$2.7M	1.0%Prev: 1.4%	14,585 SH	Decreased-210 SH
JPMORGAN CHASE	COM	$1.1M	0.4%Prev: 0.5%	3,432 SH	Decreased-500 SH
KNIGHT-SWIFT	COM	$304K	0.1%	7,705 SH	New
LAUDER, ESTEE	COM	$3.0M	1.1%	34,184 SH	New
LOWES COMPANIES	COM	$266K	0.1%	1,060 SH	New
MASTERCARD	COM	$378K	0.1%	665 SH	New
MEDTRONIC	COM	$695K	0.2%	7,300 SH	New
META PLATFORMS	COM	$261K	0.1%	355 SH	New
MICROSOFT	COM	$2.4M	0.8%	4,567 SH	New
MOODYS CORP	COM	$1.8M	0.6%Prev: 0.6%	3,679 SH	Increased
MORGAN STANLEY	COM	$232K	0.1%Prev: 0.1%	1,461 SH	Decreased
NORTHERN TRUST	COM	$269K	0.1%	2,000 SH	New
O REILLY AUTO	COM	$34.4M	12.2%	319,520 SH	New
OMNICOM	COM	$4.1M	1.5%	50,835 SH	New
ORACLE	COM	$19.9M	7.0%Prev: 3.5%	70,803 SH	Increased+5,214 SH
PAYCHEX	COM	$254K	0.1%	2,000 SH	New
PAYPAL HOLDINGS INC-W/I	COM	$1.0M	0.4%	15,150 SH	New
PEPSICO	COM	$4.0M	1.4%	28,370 SH	New
PFIZER	COM	$307K	0.1%	12,043 SH	New
PHINIA	COM	$846K	0.3%	14,726 SH	New
PROCTER & GAMBLE	COM	$822K	0.3%	5,351 SH	New
RB GLOBAL	COM	$6.1M	2.2%	56,515 SH	New
SCOTTS MIRACLE-GRO CO CL A	COM	$656K	0.2%	11,525 SH	New
SPDR S&P 500 ETF	ETF	$1.8M	0.6%Prev: 0.7%	2,679 SH	Decreased+40 SH
SPDR S&P MIDCAP 400 ETF	ETF	$1.0M	0.4%	1,750 SH	New
STARBUCKS	COM	$5.7M	2.0%	67,570 SH	New
STATE STREET	COM	$2.6M	0.9%	22,001 SH	New
STRYKER	COM	$15.7M	5.6%	42,456 SH	New
SYSCO	COM	$1.3M	0.5%	16,360 SH	New
TESLA MOTOR	COM	$200K	0.1%	450 SH	New
THERMO FISHER	COM	$3.7M	1.3%	7,526 SH	New
TRACTOR SUPPLY	COM	$754K	0.3%	13,250 SH	New
VANGUARD FTSE EMERGING MARKETS	ETF	$1.0M	0.4%	18,980 SH	New
VISA INC	COM	$426K	0.2%	1,247 SH	New
WEX	COM	$4.4M	1.5%	27,674 SH	New
WORKDAY	COM	$2.3M	0.8%	9,391 SH	New

Sold (vs prior filing)

ABBOTT LABORATORIES — $1.2M
ABBVIE — $1.6M
AFLAC INC — $5.2M
AIR PRODUCTS AND CHEMICALS I — $4.4M
ALPHABET INC — $17.2M
AMGEN INC — $797K
APPLE INC — $8.4M
AUTOMATIC DATA PROCESSING IN — $12.0M
BANK OF NY MELLON CORP — $231K
BECTON DICKINSON & CO — $2.5M
BERKSHIRE HATHAWAY INC DEL — $1.5M
BOOT BARN HLDGS INC — $1.1M
BORGWARNER INC — $3.1M
BP PLC — $218K
CARMAX INC — $1.3M
DELL CL C — $358K
DORMAN PRODS INC — $3.9M
ECOLAB INC — $357K
EQUIFAX INC — $934K
EXPEDITORS INTL WASH INC — $6.0M
… and 42 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