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: $271.3M80 positionsView on SEC.gov

			% of Portfolio
ABBOTT LABORATORIES	COM	$1.2M	0.5%	13,485 SH	New
ABBVIE	COM	$1.6M	0.6%	6,335 SH	New
ACCENTURE	COM	$915K	0.3%Prev: 2.0%	7,350 SH	Decreased-10,420 SH
ADOBE	COM	$326K	0.1%Prev: 0.3%	1,592 SH	Decreased-740 SH
AFFILIATED MANAGERS GROUP	COM	$5.2M	1.9%Prev: 1.1%	15,481 SH	Increased+385 SH
AFLAC INC	COM	$5.2M	1.9%	44,650 SH	New
AIR PRODUCTS AND CHEMICALS I	COM	$4.4M	1.6%	14,935 SH	New
ALPHABET CL A	COM	$16.6M	6.1%Prev: 3.2%	46,405 SH	Increased-2,100 SH
ALPHABET INC	COM	$17.2M	6.3%	48,549 SH	New
AMGEN INC	COM	$797K	0.3%	2,200 SH	New
APPLE INC	COM	$8.4M	3.1%Prev: 2.4%	29,100 SH	Increased-2,251 SH
AUTOMATIC DATA PROCESSING IN	COM	$12.0M	4.4%	53,409 SH	New
BANK OF NY MELLON CORP	COM	$231K	0.1%	1,600 SH	New
BECTON DICKINSON & CO	COM	$2.5M	0.9%	16,349 SH	New
BERKSHIRE HATHAWAY INC DEL	COM	$1.5M	0.6%	2 SH	New
BOOT BARN HLDGS INC	COM	$1.1M	0.4%	6,471 SH	New
BORGWARNER INC	COM	$3.1M	1.2%	47,030 SH	New
BP PLC	COM	$218K	0.1%	5,900 SH	New
BROADRIDGE	COM	$2.3M	0.9%Prev: 1.6%	16,950 SH	Decreased-275 SH
CARMAX INC	COM	$1.3M	0.5%	24,960 SH	New
CHEESECAKE FACTORY INC	COM	$3.5M	1.3%	43,920 SH	New
CINTAS CORP	COM	$2.3M	0.9%	13,800 SH	New
COSTCO	COM	$877K	0.3%Prev: 0.2%	938 SH	Increased+530 SH
DELL CL C	COM	$358K	0.1%	830 SH	New
DORMAN PRODS INC	COM	$3.9M	1.4%	28,250 SH	New
ECOLAB INC	COM	$357K	0.1%	1,280 SH	New
EQUIFAX INC	COM	$934K	0.3%	5,885 SH	New
EXPEDITORS INTL WASH INC	COM	$6.0M	2.2%	36,875 SH	New
EXXON MOBIL	COM	$488K	0.2%Prev: 0.2%	3,569 SH	Decreased-1,606 SH
F5 INC	COM	$250K	0.1%	600 SH	New
FASTENAL CO	COM	$11.9M	4.4%	247,990 SH	New
FIDELITY NATL INFORMATION SVCS	COM	$1.4M	0.5%Prev: 1.1%	36,827 SH	Decreased-95 SH
GE AEROSPACE	COM	$5.4M	2.0%Prev: 1.4%	14,324 SH	Increased-12 SH
GE HEALTHCARE	COM	$518K	0.2%Prev: 0.2%	8,099 SH	Decreased-89 SH
GE VERNOVA	COM	$4.2M	1.5%Prev: 0.7%	3,569 SH	Increased-2 SH
GEN DIGITAL INC	COM	$1.9M	0.7%	76,425 SH	New
GENTEX CORP	COM	$665K	0.2%Prev: 0.2%	26,300 SH	Increased
GILEAD SCIENCES INC	COM	$3.2M	1.2%	24,950 SH	New
ICE	COM	$6.2M	2.3%	50,735 SH	New
IDEXX LABS INC	COM	$6.0M	2.2%	11,307 SH	New
ILLINOIS TOOL WKS INC	COM	$10.4M	3.8%	38,576 SH	New
INTEL CORP	COM	$700K	0.3%	5,015 SH	New
INTUIT	COM	$1.1M	0.4%Prev: 1.5%	4,370 SH	Decreased-800 SH
IRON MTN INC DEL	COM	$442K	0.2%	3,500 SH	New
ISHARES TR	ETF	$1.4M	0.5%	13,640 SH	New
JACOBS SOLUTIONS INC	COM	$602K	0.2%	4,775 SH	New
JOHNSON & JOHNSON	COM	$3.8M	1.4%Prev: 0.8%	14,795 SH	Increased+210 SH
JPMORGAN CHASE	COM	$1.3M	0.5%	3,932 SH	New
KNIGHT-SWIFT TRANSN HLDGS IN	COM	$728K	0.3%	9,355 SH	New
LAUDER ESTEE COS INC	COM	$2.7M	1.0%	34,484 SH	New
LOWES COS INC	COM	$280K	0.1%	1,270 SH	New
MASTERCARD INCORPORATED	COM	$342K	0.1%	665 SH	New
MEDTRONIC PLC	COM	$571K	0.2%	7,300 SH	New
MICROSOFT CORP	COM	$1.7M	0.6%	4,567 SH	New
MOODYS CORP	COM	$1.7M	0.6%Prev: 0.7%	3,679 SH	Decreased
MORGAN STANLEY	COM	$305K	0.1%Prev: 0.1%	1,461 SH	Increased
NORTHERN TR CORP	COM	$426K	0.2%	2,450 SH	New
OMNICOM GROUP INC	COM	$3.7M	1.4%	51,403 SH	New
ORACLE	COM	$9.6M	3.5%Prev: 5.8%	65,589 SH	Decreased-5,614 SH
OREILLY AUTOMOTIVE INC	COM	$27.9M	10.3%	303,265 SH	New
PAYPAL HLDGS INC	COM	$661K	0.2%	15,300 SH	New
PEPSICO INC	COM	$3.9M	1.4%	28,580 SH	New
PFIZER INC	COM	$314K	0.1%Prev: 0.1%	13,043 SH	Increased+1,000 SH
PHINIA INC	COM	$1.2M	0.5%	14,826 SH	New
PROCTER & GAMBLE CO	COM	$858K	0.3%	5,851 SH	New
RB GLOBAL INC	COM	$6.8M	2.5%	58,140 SH	New
SCOTTS MIRACLE-GRO CO	COM	$795K	0.3%	11,675 SH	New
SPDR S&P 500 ETF	ETF	$2.0M	0.7%Prev: 0.6%	2,639 SH	Increased-40 SH
SPDR S&PMIDCAP 400 ETF	ETF	$1.2M	0.4%	1,720 SH	New
STARBUCKS CORP	COM	$7.0M	2.6%	68,570 SH	New
STATE STR CORP	COM	$3.7M	1.4%	22,001 SH	New
STRYKER CORPORATION	COM	$13.5M	5.0%	42,907 SH	New
SYSCO CORP	COM	$1.4M	0.5%	16,360 SH	New
THERMO FISHER SCIENTIFIC INC	COM	$3.9M	1.4%	7,691 SH	New
TRACTOR SUPPLY CO	COM	$419K	0.2%Prev: 0.3%	13,250 SH	Decreased
VANGUARD INTL EQUITY INDEX F	ETF	$1.2M	0.4%	19,500 SH	New
VISA CL A	COM	$510K	0.2%	1,487 SH	New
WATERS CORP	COM	$833K	0.3%	2,220 SH	New
WEX INC	COM	$3.9M	1.5%	27,904 SH	New
WORKDAY INC	COM	$1.1M	0.4%	9,391 SH	New

Sold (vs prior filing)

ABBOTT LABS — $1.9M
ABBVIE INC COM — $1.1M
ADP — $16.3M
AFLAC — $4.7M
AIR PRODUCTS — $4.1M
ALPHABET CL C — $8.7M
AMGEN — $614K
BECTON DICKINSON — $2.8M
BERKSHIRE HATHAWAY CL A — $1.5M
BERKSHIRE HATHAWAY CL B — $340K
BOOT BARN — $961K
BORG WARNER — $1.6M
CARMAX — $5.2M
CHEESECAKE FACTORY — $2.7M
CINTAS — $3.1M
DORMAN PRODUCTS — $3.4M
ECOLAB — $453K
EQUIFAX — $1.5M
EXPEDITORS — $4.3M
FASTENAL — $10.3M
… and 39 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