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: $255.0M78 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABS	COM	$1.4M	0.5%Prev: 0.7%	13,545 SH	Decreased-525 SH
ABBVIE	COM	$1.4M	0.5%Prev: 0.5%	6,335 SH	Increased+360 SH
ACCENTURE	COM	$1.5M	0.6%Prev: 2.1%	7,375 SH	Decreased-10,245 SH
ADOBE	COM	$397K	0.2%Prev: 0.3%	1,632 SH	Decreased-620 SH
ADP	COM	$10.9M	4.3%Prev: 6.3%	53,429 SH	Decreased+200 SH
AFFILIATED MANAGERS GROUP	COM	$4.3M	1.7%Prev: 1.0%	15,581 SH	Increased+560 SH
AFLAC	COM	$4.9M	1.9%Prev: 1.9%	44,650 SH	Decreased-350 SH
AIR PRODUCTS	COM	$4.3M	1.7%Prev: 1.7%	14,960 SH	Increased+305 SH
ALPHABET CL A	COM	$13.3M	5.2%Prev: 3.0%	46,405 SH	Increased-3,100 SH
ALPHABET CL C	COM	$14.0M	5.5%	48,799 SH	New
AMGEN	COM	$774K	0.3%Prev: 0.3%	2,200 SH	Increased
APPLE INC	COM	$7.4M	2.9%Prev: 2.9%	29,100 SH	Decreased-4,351 SH
BECTON DICKINSON & CO	COM	$2.6M	1.0%	16,349 SH	New
BERKSHIRE CL A	COM	$1.4M	0.6%	2 SH	New
BOOT BARN	COM	$947K	0.4%Prev: 0.3%	6,471 SH	Increased
BORG WARNER	COM	$2.6M	1.0%Prev: 0.5%	47,030 SH	Increased
BP	COM	$277K	0.1%	5,900 SH	New
BROADRIDGE	COM	$2.8M	1.1%Prev: 1.6%	16,950 SH	Decreased-400 SH
CARMAX	COM	$1.0M	0.4%Prev: 2.4%	25,080 SH	Decreased-53,220 SH
CHEESECAKE FACTORY INC	COM	$2.4M	0.9%Prev: 0.8%	43,920 SH	Increased+370 SH
CINTAS	COM	$2.3M	0.9%Prev: 1.1%	13,800 SH	Decreased
COSTCO	COM	$935K	0.4%Prev: 0.1%	938 SH	Increased+530 SH
DORMAN PRODUCTS	COM	$2.9M	1.2%Prev: 1.3%	28,250 SH	Decreased
ECOLAB	COM	$341K	0.1%Prev: 0.2%	1,280 SH	Decreased-400 SH
EQUIFAX	COM	$1.1M	0.4%Prev: 0.6%	5,885 SH	Decreased
EXPEDITORS	COM	$5.3M	2.1%	36,955 SH	New
EXXON MOBIL CORP	COM	$823K	0.3%Prev: 0.2%	4,849 SH	Increased-326 SH
FASTENAL	COM	$11.5M	4.5%Prev: 3.8%	247,990 SH	Increased+122,995 SH
FIDELITY NATL INFORMATION SVCS	COM	$1.7M	0.7%Prev: 1.1%	36,972 SH	Decreased-190 SH
FTSE EMERGING MARKETS ETF	ETF	$1.1M	0.4%	19,500 SH	New
GE AEROSPACE	COM	$4.1M	1.6%Prev: 1.1%	14,324 SH	Increased-87 SH
GE HEALTHCARE	COM	$584K	0.2%Prev: 0.3%	8,209 SH	Decreased+81 SH
GE VERNOVA	COM	$3.1M	1.2%Prev: 0.4%	3,569 SH	Increased-20 SH
GEN DIGITAL	COM	$1.4M	0.6%Prev: 0.8%	76,425 SH	Decreased
GENTEX	COM	$575K	0.2%Prev: 0.2%	26,300 SH	Decreased
GILEAD SCIENCES	COM	$3.5M	1.4%	24,950 SH	New
IDEXX LABS	COM	$6.4M	2.5%Prev: 1.8%	11,307 SH	Increased
INTEL	COM	$221K	0.1%	5,015 SH	New
INTERCONTINENTAL EXCHANGE	COM	$8.0M	3.1%Prev: 3.4%	50,735 SH	Decreased-250 SH
INTUIT	COM	$1.9M	0.7%Prev: 1.2%	4,370 SH	Decreased-800 SH
IRON MOUNTAIN	COM	$357K	0.1%Prev: 0.1%	3,500 SH	Increased
ISHARES MSCI EAFE ETF	ETF	$1.3M	0.5%Prev: 0.5%	13,640 SH	Increased-1,200 SH
ITW	COM	$10.0M	3.9%	38,606 SH	New
JACOBS SOLUTIONS INC	COM	$608K	0.2%Prev: 0.2%	4,775 SH	Increased+200 SH
JOHNSON & JOHNSON	COM	$3.6M	1.4%Prev: 0.9%	14,795 SH	Increased+210 SH
JP MORGAN CHASE	COM	$1.2M	0.5%	3,932 SH	New
KNIGHT-SWIFT	COM	$550K	0.2%Prev: 0.1%	9,555 SH	Increased+2,050 SH
LAUDER, ESTEE	COM	$2.5M	1.0%Prev: 0.9%	34,484 SH	Increased
LOWES	COM	$310K	0.1%Prev: 0.1%	1,310 SH	Increased+360 SH
MASTERCARD	COM	$332K	0.1%Prev: 0.1%	665 SH	Decreased
MEDTRONIC	COM	$633K	0.2%Prev: 0.3%	7,300 SH	Decreased
META PLATFORMS	COM	$203K	0.1%Prev: 0.1%	355 SH	Decreased
MICROSOFT	COM	$1.7M	0.7%Prev: 0.7%	4,567 SH	Decreased-50 SH
MOODYS CORP	COM	$1.6M	0.6%Prev: 0.7%	3,679 SH	Decreased
MORGAN STANLEY	COM	$240K	0.1%	1,461 SH	New
NORTHERN TRUST	COM	$342K	0.1%	2,450 SH	New
OMNICOM	COM	$3.9M	1.5%Prev: 1.6%	51,503 SH	Decreased+693 SH
ORACLE	COM	$9.7M	3.8%Prev: 3.9%	65,639 SH	Decreased-6,389 SH
OREILLY AUTO	COM	$28.0M	11.0%	303,265 SH	New
PAYPAL	COM	$692K	0.3%Prev: 0.4%	15,300 SH	Decreased
PEPSICO	COM	$4.4M	1.7%	28,650 SH	New
PFIZER INC	COM	$366K	0.1%	13,043 SH	New
PHINIA	COM	$1.0M	0.4%Prev: 0.2%	14,826 SH	Increased
PROCTER & GAMBLE	COM	$845K	0.3%Prev: 0.4%	5,851 SH	Decreased+500 SH
RB GLOBAL	COM	$5.6M	2.2%Prev: 2.2%	58,140 SH	Decreased+1,100 SH
SCOTTS MIRACLE-GRO	COM	$710K	0.3%Prev: 0.2%	11,675 SH	Increased
SPDR S&P 500 ETF	ETF	$1.7M	0.7%Prev: 0.3%	2,679 SH	Increased+1,420 SH
SPDR S&PMIDCAP 400 ETF	ETF	$1.1M	0.4%	1,850 SH	New
STARBUCKS	COM	$6.1M	2.4%Prev: 2.6%	68,570 SH	Decreased
STATE STREET	COM	$2.8M	1.1%Prev: 0.8%	22,001 SH	Increased
STRYKER	COM	$14.1M	5.5%Prev: 6.1%	42,957 SH	Decreased+401 SH
SYSCO CORP	COM	$1.2M	0.5%	16,360 SH	New
THERMO FISHER SCIENTIFIC	COM	$3.8M	1.5%Prev: 1.5%	7,711 SH	Decreased+90 SH
TRACTOR SUPPLY	COM	$600K	0.2%	13,250 SH	New
VISA INC CL A	COM	$449K	0.2%Prev: 0.2%	1,487 SH	Increased+240 SH
WATERS	COM	$661K	0.3%	2,219 SH	New
WEX	COM	$4.3M	1.7%Prev: 1.7%	28,034 SH	Decreased+250 SH
WORKDAY	COM	$1.2M	0.5%Prev: 0.9%	9,391 SH	Decreased

Sold (vs prior filing)

ALPHABET INC/CA-CL C — $7.7M
BECTON DICKINSON — $3.7M
BERKSHIRE HATHAWAY CL A — $1.6M
BERKSHIRE HATHAWAY CL B — $373K
DOLBY LABS — $203K
EXPEDITORS INTERNATIONAL — $4.6M
FISERV — $354K
GILEAD SCIENCES INC — $2.8M
ILLINOIS TOOL WORKS INC — $9.7M
JPMORGAN CHASE — $842K
MERCK — $233K
O REILLY AUTOMOTIVE — $31.8M
PAYCHEX — $309K
PEPSICO INC — $4.2M
PFIZER — $305K
SPDR S&P MIDCAP 400 ETF — $704K
SYSCO — $1.2M
TRACTOR SUPPLY CO — $730K
VANGUARD FTSE EMERGING MARKETS — $864K
WALGREENS — $512K
… and 1 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