13F HOLDINGS REPORT
Long Road Investment Counsel, LLC
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000905729-25-000185
Total Value
$282.5M
Positions
80
Other Managers
0
Confidential Omitted
No
Holdings (80)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | O REILLY AUTO | 67103H107 | 319,520 | $34.4M | 12.19% |
| 2 | ORACLE | ORCL-PD | 70,803 | $19.9M | 7.05% |
| 3 | STRYKER | SYK | 42,456 | $15.7M | 5.56% |
| 4 | ADP | ADP | 52,929 | $15.5M | 5.50% |
| 5 | FASTENAL | FAST | 245,990 | $12.1M | 4.27% |
| 6 | ALPHABET CL C | GOOG | 48,859 | $11.9M | 4.21% |
| 7 | ALPHABET CL A | GOOG | 48,505 | $11.8M | 4.17% |
| 8 | ILLINOIS TOOL WORKS INC | 452308109 | 39,033 | $10.2M | 3.60% |
| 9 | INTERCONTINENTALEXCHANGE GROUP | ICE | 49,985 | $8.4M | 2.98% |
| 10 | APPLE | AAPL | 31,351 | $8.0M | 2.83% |
| 11 | IDEXX LABS | 45168D104 | 11,082 | $7.1M | 2.51% |
| 12 | RB GLOBAL | RBA | 56,515 | $6.1M | 2.17% |
| 13 | STARBUCKS | SBUX | 67,570 | $5.7M | 2.02% |
| 14 | AFLAC | AFL | 44,200 | $4.9M | 1.75% |
| 15 | EXPEDITORS | 302130109 | 38,070 | $4.7M | 1.65% |
| 16 | WEX | WEX | 27,674 | $4.4M | 1.54% |
| 17 | DORMAN PRODUCTS | 258278100 | 27,900 | $4.3M | 1.54% |
| 18 | GE AEROSPACE | 369604301 | 14,336 | $4.3M | 1.53% |
| 19 | OMNICOM | OMC | 50,835 | $4.1M | 1.47% |
| 20 | BROADRIDGE | 11133T103 | 17,225 | $4.1M | 1.45% |
| 21 | AIR PRODUCTS | AIIR | 14,615 | $4.0M | 1.41% |
| 22 | PEPSICO | PEP | 28,370 | $4.0M | 1.41% |
| 23 | THERMO FISHER | TMO | 7,526 | $3.7M | 1.29% |
| 24 | AFFILIATED MANAGERS GROUP | MGRE | 15,096 | $3.6M | 1.27% |
| 25 | INTUIT SOFTWARE | INTU | 5,170 | $3.5M | 1.25% |
| 26 | BECTON DICKINSON | BDX | 16,232 | $3.0M | 1.08% |
| 27 | LAUDER, ESTEE | 518439104 | 34,184 | $3.0M | 1.07% |
| 28 | CINTAS CORP | CTAS | 13,800 | $2.8M | 1.00% |
| 29 | GILEAD SCIENCES INC | GILD | 24,400 | $2.7M | 0.96% |
| 30 | JOHNSON & JOHNSON | JNJ | 14,585 | $2.7M | 0.96% |
| 31 | STATE STREET | STT-PG | 22,001 | $2.6M | 0.90% |
| 32 | FIDELITY NATL INFORMATION SVCS | 31620m106 | 36,922 | $2.4M | 0.86% |
| 33 | CHEESECAKE FACTORY INC | CAKE | 43,325 | $2.4M | 0.84% |
| 34 | MICROSOFT | MSFT | 4,567 | $2.4M | 0.84% |
| 35 | WORKDAY | WDAY | 9,391 | $2.3M | 0.80% |
| 36 | GE VERONA | GEV | 3,572 | $2.2M | 0.78% |
| 37 | GEN DIGITAL | GENVR | 75,950 | $2.2M | 0.76% |
| 38 | BORG WARNER | BWA | 46,530 | $2.0M | 0.72% |
| 39 | ABBOTT LABS | ABLZF | 13,805 | $1.8M | 0.65% |
| 40 | SPDR S&P 500 ETF | SPY | 2,679 | $1.8M | 0.63% |
| 41 | MOODYS CORP | MCO | 3,679 | $1.8M | 0.62% |
| 42 | ACCENTURE | ACN | 7,095 | $1.7M | 0.62% |
| 43 | EQUIFAX | EFX | 5,885 | $1.5M | 0.53% |
| 44 | BERKSHIRE HATHAWAY CL A | BRK-A | 2 | $1.5M | 0.53% |
| 45 | ISHARES MSCI EAFE ETF | 464287465 | 15,065 | $1.4M | 0.50% |
| 46 | ABBVIE INC | ABBV | 5,975 | $1.4M | 0.49% |
| 47 | SYSCO | SYY | 16,360 | $1.3M | 0.48% |
| 48 | CARMAX | KMX | 26,280 | $1.2M | 0.42% |
| 49 | JPMORGAN CHASE | VYLD | 3,432 | $1.1M | 0.38% |
| 50 | BOOT BARN | BOOT | 6,321 | $1.0M | 0.37% |
| 51 | SPDR S&P MIDCAP 400 ETF | MDY | 1,750 | $1.0M | 0.37% |
| 52 | VANGUARD FTSE EMERGING MARKETS | 922042858 | 18,980 | $1.0M | 0.36% |
| 53 | PAYPAL HOLDINGS INC-W/I | PYPL | 15,150 | $1.0M | 0.36% |
| 54 | PHINIA | PHIN | 14,726 | $846,450 | 0.30% |
| 55 | ADOBE | ADBE | 2,332 | $822,613 | 0.29% |
| 56 | PROCTER & GAMBLE | 742718109 | 5,351 | $822,181 | 0.29% |
| 57 | TRACTOR SUPPLY | TSCO | 13,250 | $753,527 | 0.27% |
| 58 | GENTEX | GNTX | 26,300 | $744,290 | 0.26% |
| 59 | MEDTRONIC | MDT | 7,300 | $695,252 | 0.25% |
| 60 | JACOBS SOLUTIONS | J | 4,575 | $685,635 | 0.24% |
| 61 | SCOTTS MIRACLE-GRO CO CL A | SMG | 11,525 | $656,349 | 0.23% |
| 62 | AMGEN | AMGN | 2,200 | $620,840 | 0.22% |
| 63 | GE HEALTHCARE | GEHC | 8,188 | $614,956 | 0.22% |
| 64 | EXXON MOBIL CORP | XOM | 5,175 | $583,481 | 0.21% |
| 65 | ECOLAB | ECL | 1,680 | $460,085 | 0.16% |
| 66 | VISA INC | V | 1,247 | $425,701 | 0.15% |
| 67 | MASTERCARD | MA | 665 | $378,259 | 0.13% |
| 68 | COSTCO | COST | 408 | $377,657 | 0.13% |
| 69 | IRON MOUNTAIN INC | 46284V101 | 3,500 | $356,790 | 0.13% |
| 70 | BERKSHIRE HATHAWAY CL B | BRK-A | 700 | $351,918 | 0.12% |
| 71 | PFIZER | PFE | 12,043 | $306,856 | 0.11% |
| 72 | KNIGHT-SWIFT | 499049104 | 7,705 | $304,425 | 0.11% |
| 73 | NORTHERN TRUST | NTRSO | 2,000 | $269,200 | 0.10% |
| 74 | LOWES COMPANIES | 548661107 | 1,060 | $266,389 | 0.09% |
| 75 | META PLATFORMS | META | 355 | $260,889 | 0.09% |
| 76 | PAYCHEX | PAYX | 2,000 | $253,520 | 0.09% |
| 77 | MORGAN STANLEY | MS-PQ | 1,461 | $232,241 | 0.08% |
| 78 | FISERV | FISV | 1,604 | $206,804 | 0.07% |
| 79 | BP | BPPFF | 5,900 | $203,314 | 0.07% |
| 80 | TESLA MOTOR | TSLA | 450 | $200,124 | 0.07% |