13F HOLDINGS REPORT
Long Road Investment Counsel, LLC
Quarter ended Q2 2025 · Filed August 11, 2025 · Accession 0000905729-25-000135
Total Value
$267.8M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | O REILLY AUTOMOTIVE | 67103H107 | 331,295 | $29.9M | 11.15% |
| 2 | STRYKER | SYK | 42,456 | $16.8M | 6.27% |
| 3 | ADP | ADP | 52,929 | $16.3M | 6.10% |
| 4 | ORACLE | ORCL-PD | 71,203 | $15.6M | 5.81% |
| 5 | FASTENAL | FAST | 245,990 | $10.3M | 3.86% |
| 6 | ITW | 452308109 | 39,033 | $9.7M | 3.60% |
| 7 | INTERCONTINENTAL EXCHANGE | ICE | 50,485 | $9.3M | 3.46% |
| 8 | ALPHABET CL C | GOOG | 48,859 | $8.7M | 3.24% |
| 9 | ALPHABET CL A | GOOG | 48,505 | $8.5M | 3.19% |
| 10 | APPLE INC | AAPL | 31,351 | $6.4M | 2.40% |
| 11 | STARBUCKS | SBUX | 67,570 | $6.2M | 2.31% |
| 12 | RB GLOBAL | RBA | 56,515 | $6.0M | 2.24% |
| 13 | IDEXX LABS | 45168D104 | 11,082 | $5.9M | 2.22% |
| 14 | ACCENTURE | ACN | 17,770 | $5.3M | 1.98% |
| 15 | CARMAX | KMX | 78,080 | $5.2M | 1.96% |
| 16 | AFLAC | AFL | 44,200 | $4.7M | 1.74% |
| 17 | EXPEDITORS | 302130109 | 38,070 | $4.3M | 1.62% |
| 18 | BROADRIDGE | BR | 17,225 | $4.2M | 1.56% |
| 19 | AIR PRODUCTS | AIIR | 14,615 | $4.1M | 1.54% |
| 20 | INTUIT | INTU | 5,170 | $4.1M | 1.52% |
| 21 | WEX | WEX | 27,674 | $4.1M | 1.52% |
| 22 | PEPSICO | PEP | 28,370 | $3.7M | 1.40% |
| 23 | GE AEROSPACE | 369604301 | 14,336 | $3.7M | 1.38% |
| 24 | OMNICOM | OMC | 50,835 | $3.7M | 1.37% |
| 25 | DORMAN PRODUCTS | 258278100 | 27,900 | $3.4M | 1.28% |
| 26 | CINTAS | CTAS | 13,800 | $3.1M | 1.15% |
| 27 | THERMO FISHER SCIENTIFIC | TMO | 7,526 | $3.1M | 1.14% |
| 28 | FIDELITY NATL INFORMATION SVCS | 31620m106 | 36,922 | $3.0M | 1.12% |
| 29 | AFFILIATED MANAGERS GROUP | MGRE | 15,096 | $3.0M | 1.11% |
| 30 | BECTON DICKINSON | BDX | 16,232 | $2.8M | 1.04% |
| 31 | LAUDER, ESTEE | 518439104 | 34,184 | $2.8M | 1.03% |
| 32 | CHEESECAKE FACTORY | CAKE | 43,325 | $2.7M | 1.01% |
| 33 | GILEAD | GILD | 24,400 | $2.7M | 1.01% |
| 34 | STATE STREET | STT-PG | 22,001 | $2.3M | 0.87% |
| 35 | MICROSOFT | MSFT | 4,567 | $2.3M | 0.85% |
| 36 | WORKDAY | WDAY | 9,391 | $2.3M | 0.84% |
| 37 | GEN DIGITAL | GENVR | 75,950 | $2.2M | 0.83% |
| 38 | JOHNSON & JOHNSON | JNJ | 14,585 | $2.2M | 0.83% |
| 39 | GE VERNOVA | GEV | 3,571 | $1.9M | 0.71% |
| 40 | ABBOTT LABS | ABLZF | 13,805 | $1.9M | 0.70% |
| 41 | MOODYS CORP | MCO | 3,679 | $1.8M | 0.69% |
| 42 | SPDR S&P 500 ETF | SPY | 2,679 | $1.7M | 0.62% |
| 43 | BORG WARNER | BWA | 46,530 | $1.6M | 0.58% |
| 44 | EQUIFAX | EFX | 5,885 | $1.5M | 0.57% |
| 45 | BERKSHIRE HATHAWAY CL A | BRK-A | 2 | $1.5M | 0.54% |
| 46 | ISHARES MSCI EAFE ETF | 464287465 | 15,065 | $1.3M | 0.50% |
| 47 | SYSCO | SYY | 16,360 | $1.2M | 0.46% |
| 48 | PAYPAL | PYPL | 15,150 | $1.1M | 0.42% |
| 49 | ABBVIE INC COM | ABBV | 5,975 | $1.1M | 0.41% |
| 50 | JPMORGAN | VYLD | 3,432 | $994,971 | 0.37% |
| 51 | SPDR S&P MIDCAP 400 ETF | MDY | 1,750 | $991,340 | 0.37% |
| 52 | BOOT BARN | BOOT | 6,321 | $960,792 | 0.36% |
| 53 | VANGUARD FTSE EMERGING MARKETS | 922042858 | 18,980 | $938,751 | 0.35% |
| 54 | ADOBE | ADBE | 2,332 | $902,204 | 0.34% |
| 55 | PROCTER & GAMBLE | 742718109 | 5,351 | $852,521 | 0.32% |
| 56 | SCOTTS MIRACLE-GRO | SMG | 11,525 | $760,189 | 0.28% |
| 57 | TRACTOR SUPPLY CO | TSCO | 13,250 | $699,202 | 0.26% |
| 58 | PHINIA | PHIN | 14,726 | $655,160 | 0.24% |
| 59 | MEDTRONIC | MDT | 7,300 | $636,341 | 0.24% |
| 60 | AMGEN | AMGN | 2,200 | $614,262 | 0.23% |
| 61 | GE HEALTHCARE | GEHC | 8,188 | $606,522 | 0.23% |
| 62 | JACOBS SOLUTIONS | J | 4,575 | $601,406 | 0.22% |
| 63 | GENTEX CORP | GNTX | 26,300 | $578,337 | 0.22% |
| 64 | EXXON MOBIL | XOM | 5,175 | $557,865 | 0.21% |
| 65 | WALGREENS | 931427108 | 45,550 | $522,914 | 0.20% |
| 66 | ECOLAB | ECL | 1,680 | $452,659 | 0.17% |
| 67 | VISA CL A | V | 1,247 | $442,747 | 0.17% |
| 68 | COSTCO | COST | 408 | $403,896 | 0.15% |
| 69 | MASTERCARD | MA | 665 | $373,624 | 0.14% |
| 70 | IRON MOUNTAIN | 46284V101 | 3,500 | $358,995 | 0.13% |
| 71 | KNIGHT-SWIFT | 499049104 | 7,705 | $340,792 | 0.13% |
| 72 | BERKSHIRE HATHAWAY CL B | BRK-A | 700 | $340,039 | 0.13% |
| 73 | PFIZER INC | PFE | 12,043 | $291,922 | 0.11% |
| 74 | PAYCHEX | PAYX | 2,000 | $290,920 | 0.11% |
| 75 | FISERV | FISV | 1,604 | $276,546 | 0.10% |
| 76 | WESTERN UNION | WU | 31,533 | $265,508 | 0.10% |
| 77 | META PLATFORMS | META | 355 | $262,207 | 0.10% |
| 78 | NORTHERN TRUST | NTRSO | 2,000 | $253,580 | 0.09% |
| 79 | LOWES | 548661107 | 1,060 | $235,182 | 0.09% |
| 80 | MORGAN STANLEY | MS-PQ | 1,461 | $205,796 | 0.08% |