13F HOLDINGS REPORT
Long Road Investment Counsel, LLC
Quarter ended Q4 2025 · Filed February 4, 2026 · Accession 0000905729-26-000033
Total Value
$264.0M
Positions
79
Other Managers
0
Confidential Omitted
No
Holdings (79)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | OREILLY AUTO | 67103H107 | 294,765 | $26.9M | 10.18% |
| 2 | STRYKER | SYK | 42,556 | $15.0M | 5.67% |
| 3 | ALPHABET CL C | GOOG | 47,599 | $14.9M | 5.66% |
| 4 | ALPHABET CL A | GOOG | 45,205 | $14.1M | 5.36% |
| 5 | ADP | ADP | 51,195 | $13.2M | 4.99% |
| 6 | ORACLE | ORCL-PD | 64,439 | $12.6M | 4.76% |
| 7 | FASTENAL | FAST | 241,590 | $9.7M | 3.67% |
| 8 | ILLINOIS TOOL WORKS | 452308109 | 37,606 | $9.3M | 3.51% |
| 9 | INTERCONTINENTAL EXCHANGE | ICE | 49,585 | $8.0M | 3.04% |
| 10 | IDEXX LABS | 45168D104 | 11,307 | $7.6M | 2.90% |
| 11 | APPLE | AAPL | 26,300 | $7.1M | 2.71% |
| 12 | RB GLOBAL INC | RBA | 55,840 | $5.7M | 2.18% |
| 13 | EXPEDITORS | 302130109 | 36,955 | $5.5M | 2.09% |
| 14 | STARBUCKS | SBUX | 64,970 | $5.5M | 2.07% |
| 15 | AFLAC | AFL | 42,650 | $4.7M | 1.78% |
| 16 | AFFILIATED MANAGERS GROUP | MGRE | 15,581 | $4.5M | 1.70% |
| 17 | THERMO FISHER | TMO | 7,711 | $4.5M | 1.69% |
| 18 | GE AEROSPACE | 369604301 | 14,324 | $4.4M | 1.67% |
| 19 | WEX | WEX | 27,434 | $4.1M | 1.55% |
| 20 | OMNICOM | OMC | 50,303 | $4.1M | 1.54% |
| 21 | PEPSICO | PEP | 27,184 | $3.9M | 1.48% |
| 22 | BROADRIDGE | BR | 16,950 | $3.8M | 1.43% |
| 23 | AIR PRODUCTS & CHEMICALS INC | AIIR | 14,660 | $3.6M | 1.37% |
| 24 | DORMAN PRODUCTS | 258278100 | 28,250 | $3.5M | 1.32% |
| 25 | LAUDER, ESTEE | 518439104 | 32,484 | $3.4M | 1.29% |
| 26 | BECTON DICKINSON | BDX | 16,049 | $3.1M | 1.18% |
| 27 | JOHNSON & JOHNSON | JNJ | 14,395 | $3.0M | 1.13% |
| 28 | GILEAD SCIENCES | GILD | 23,950 | $2.9M | 1.11% |
| 29 | STATE STREET | STT-PG | 22,001 | $2.8M | 1.08% |
| 30 | CINTAS CORP | CTAS | 13,800 | $2.6M | 0.98% |
| 31 | INTUIT | INTU | 3,870 | $2.6M | 0.97% |
| 32 | FIDELITY NATIONAL INFORMATION | 31620M106 | 37,372 | $2.5M | 0.94% |
| 33 | GE VERNOVA | GEV | 3,569 | $2.3M | 0.88% |
| 34 | MICROSOFT | MSFT | 4,567 | $2.2M | 0.84% |
| 35 | CHEESECAKE | CAKE | 43,120 | $2.2M | 0.82% |
| 36 | BORG WARNER | BWA | 47,030 | $2.1M | 0.80% |
| 37 | WORKDAY | WDAY | 9,391 | $2.0M | 0.76% |
| 38 | GEN DIGITAL | GENVR | 73,925 | $2.0M | 0.76% |
| 39 | ACCENTURE | ACN | 7,375 | $2.0M | 0.75% |
| 40 | MOODYS | MCO | 3,679 | $1.9M | 0.71% |
| 41 | SPDR S&P 500 ETF | SPY | 2,679 | $1.8M | 0.69% |
| 42 | BERKSHIRE CL A | BRK-A | 2 | $1.5M | 0.57% |
| 43 | ABBOTT LABS | ABLZF | 12,024 | $1.5M | 0.57% |
| 44 | ABBVIE | ABBV | 5,639 | $1.3M | 0.49% |
| 45 | ISHARES MSCI EAFE ETF | 464287465 | 13,340 | $1.3M | 0.49% |
| 46 | JPMORGAN CHASE | VYLD | 3,932 | $1.3M | 0.48% |
| 47 | BOOT BARN | BOOT | 6,471 | $1.1M | 0.43% |
| 48 | STATE STREET SPDR S&PMIDCAP 40 | MDY | 1,850 | $1.1M | 0.42% |
| 49 | VANGUARD FTSE EMERGING MARKETS | 922042858 | 18,680 | $1.0M | 0.38% |
| 50 | PHINIA INC | PHIN | 14,826 | $929,442 | 0.35% |
| 51 | CARMAX | KMX | 23,980 | $926,587 | 0.35% |
| 52 | SYSCO | SYY | 12,568 | $926,136 | 0.35% |
| 53 | EQUIFAX | EFX | 4,139 | $898,080 | 0.34% |
| 54 | PAYPAL | PYPL | 15,300 | $893,214 | 0.34% |
| 55 | COSTCO | COST | 938 | $808,875 | 0.31% |
| 56 | AMGEN | AMGN | 2,200 | $720,082 | 0.27% |
| 57 | MEDTRONIC | MDT | 7,300 | $701,238 | 0.27% |
| 58 | PROCTER & GAMBLE | 742718109 | 4,815 | $690,038 | 0.26% |
| 59 | SCOTTS MIRACLE-GRO CO CL A | SMG | 11,675 | $681,236 | 0.26% |
| 60 | GE HEALTHCARE | GEHC | 8,209 | $673,343 | 0.26% |
| 61 | TRACTOR SUPPLY | TSCO | 13,250 | $662,632 | 0.25% |
| 62 | GENTEX | GNTX | 26,300 | $612,001 | 0.23% |
| 63 | JACOBS SOLUTIONS INC | J | 4,575 | $606,027 | 0.23% |
| 64 | EXXON MOBIL CORP | XOM | 4,849 | $583,529 | 0.22% |
| 65 | ADOBE | ADBE | 1,632 | $571,184 | 0.22% |
| 66 | VISA INC CL A | V | 1,487 | $521,506 | 0.20% |
| 67 | KNIGHT-SWIFT TRANSPORTATION | 499049104 | 9,555 | $499,535 | 0.19% |
| 68 | MASTERCARD | MA | 665 | $379,635 | 0.14% |
| 69 | ECOLAB | ECL | 1,280 | $336,026 | 0.13% |
| 70 | NORTHERN TRUST | NTRSO | 2,450 | $334,645 | 0.13% |
| 71 | PFIZER | PFE | 13,043 | $324,771 | 0.12% |
| 72 | LOWES | 548661107 | 1,310 | $315,920 | 0.12% |
| 73 | IRON MOUNTAIN | 46284V101 | 3,500 | $290,325 | 0.11% |
| 74 | MORGAN STANLEY | MS-PQ | 1,461 | $259,371 | 0.10% |
| 75 | META PLATFORMS | META | 355 | $234,497 | 0.09% |
| 76 | PAYCHEX | PAYX | 2,000 | $224,360 | 0.08% |
| 77 | AMER EXPRESS | AXP | 573 | $211,981 | 0.08% |
| 78 | BP | BPPFF | 5,900 | $204,907 | 0.08% |
| 79 | TESLA MOTOR | TSLA | 450 | $202,374 | 0.08% |