The Analysis of Long Road Investment Counsel, LLC's Holdings
Currently, Long Road Investment Counsel, LLC holds 79 types of securities in its portfolio with a total value $264.0M. In the most recent quarter, they have increased their positions in N/A (+45.2K shares, valued at $14.1M), N/A (+55.8K shares, valued at $5.7M), N/A (+16.9K shares, valued at $3.8M); decreased their positions in ORLY (-24.8K shares, valued at $2.3M), AAPL (-5.1K shares, valued at $1.4M), N/A (-6.4K shares, valued at $1.2M); initiated new positions in N/A (+45.2K shares, valued at $14.1M), N/A (+55.8K shares, valued at $5.7M), N/A (+16.9K shares, valued at $3.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ORLY OREILLY AUTO294.8K shares-7.75%2025-12-312026-02-04
SYK STRYKER42.6K shares0.24%2025-12-312026-02-04 ALPHABET CL C ALPHABET CL C47.6K shares-2.58%2025-12-312026-02-04 ALPHABET CL A ALPHABET CL A45.2K sharesnew addition2025-12-312026-02-04 ADP ADP51.2K shares-3.28%2025-12-312026-02-04 ORACLE ORACLE64.4K shares-8.99%2025-12-312026-02-04 FAST FASTENAL241.6K shares-1.79%2025-12-312026-02-04 ITW ILLINOIS TOOL WORKS37.6K shares-3.66%2025-12-312026-02-04 IDXX IDEXX LABS11.3K shares2.03%2025-12-312026-02-04 AAPL APPLE26.3K shares-16.11%2025-12-312026-02-04 RB GLOBAL INC RB GLOBAL INC55.8K sharesnew addition2025-12-312026-02-04 EXPD EXPEDITORS37.0K shares-2.93%2025-12-312026-02-04 SBUX STARBUCKS65.0K shares-3.85%2025-12-312026-02-04 AFL AFLAC42.6K shares-3.51%2025-12-312026-02-04 AMG AFFILIATED MANAGERS GROUP15.6K shares3.21%2025-12-312026-02-04 TMO THERMO FISHER7.7K shares2.46%2025-12-312026-02-04 GE AEROSPACE GE AEROSPACE14.3K shares-0.08%2025-12-312026-02-04 WEX WEX27.4K shares-0.87%2025-12-312026-02-04 OMC OMNICOM50.3K shares-1.05%2025-12-312026-02-04 PEP PEPSICO27.2K shares-4.18%2025-12-312026-02-04 BROADRIDGE BROADRIDGE16.9K sharesnew addition2025-12-312026-02-04 APD AIR PRODUCTS & CHEMICALS INC14.7K shares0.31%2025-12-312026-02-04 DORM DORMAN PRODUCTS28.3K shares1.25%2025-12-312026-02-04 EL LAUDER, ESTEE32.5K shares-4.97%2025-12-312026-02-04 BDX BECTON DICKINSON16.0K shares-1.13%2025-12-312026-02-04 JNJ JOHNSON & JOHNSON14.4K shares-1.30%2025-12-312026-02-04 GILD GILEAD SCIENCES23.9K shares-1.84%2025-12-312026-02-04 STT STATE STREET22.0K shares0.00%2025-12-312026-02-04 CTAS CINTAS CORP13.8K shares0.00%2025-12-312026-02-04 INTU INTUIT3.9K shares-25.15%2025-12-312026-02-04 FIS FIDELITY NATIONAL INFORMATION37.4K sharesnew addition2025-12-312026-02-04 GEV GE VERNOVA3.6K sharesnew addition2025-12-312026-02-04 MSFT MICROSOFT4.6K shares0.00%2025-12-312026-02-04 CAKE CHEESECAKE43.1K shares-0.47%2025-12-312026-02-04 BWA BORG WARNER47.0K shares1.07%2025-12-312026-02-04 WDAY WORKDAY9.4K shares0.00%2025-12-312026-02-04 GEN DIGITAL GEN DIGITAL73.9K shares-2.67%2025-12-312026-02-04 ACCENTURE ACCENTURE7.4K sharesnew addition2025-12-312026-02-04 MCO MOODYS3.7K shares0.00%2025-12-312026-02-04 BRK.A BERKSHIRE CL A2 shares0.00%2025-12-312026-02-04 ABT ABBOTT LABS12.0K shares-12.90%2025-12-312026-02-04 ABBV ABBVIE5.6K shares-5.62%2025-12-312026-02-04 EFA ISHARES MSCI EAFE ETF13.3K shares-11.45%2025-12-312026-02-04 BOOT BOOT BARN6.5K shares2.37%2025-12-312026-02-04 VWO VANGUARD FTSE EMERGING MARKETS18.7K shares-1.58%2025-12-312026-02-04 PHIN PHINIA INC14.8K shares0.68%2025-12-312026-02-04 KMX CARMAX24.0K shares-8.75%2025-12-312026-02-04 SYY SYSCO12.6K shares-23.18%2025-12-312026-02-04 EFX EQUIFAX4.1K shares-29.67%2025-12-312026-02-04 PYPL PAYPAL15.3K shares0.99%2025-12-312026-02-04 COSTCO COSTCO938 shares129.90%2025-12-312026-02-04 AMGN AMGEN2.2K shares0.00%2025-12-312026-02-04 MEDTRONIC MEDTRONIC7.3K shares0.00%2025-12-312026-02-04 PG PROCTER & GAMBLE4.8K shares-10.02%2025-12-312026-02-04 SMG SCOTTS MIRACLE-GRO CO CL A11.7K shares1.30%2025-12-312026-02-04 TSCO TRACTOR SUPPLY13.3K shares0.00%2025-12-312026-02-04 GNTX GENTEX26.3K shares0.00%2025-12-312026-02-04 ADOBE ADOBE1.6K shares-30.02%2025-12-312026-02-04 VISA INC CL A VISA INC CL A1.5K sharesnew addition2025-12-312026-02-04 KNX KNIGHT-SWIFT TRANSPORTATION9.6K shares24.01%2025-12-312026-02-04 MA MASTERCARD665 shares0.00%2025-12-312026-02-04 ECL ECOLAB1.3K shares-23.81%2025-12-312026-02-04 NTRS NORTHERN TRUST2.5K shares22.50%2025-12-312026-02-04 PFE PFIZER13.0K shares8.30%2025-12-312026-02-04 LOW LOWES1.3K shares23.58%2025-12-312026-02-04 IRM IRON MOUNTAIN3.5K shares0.00%2025-12-312026-02-04 MS MORGAN STANLEY1.5K shares0.00%2025-12-312026-02-04 META META PLATFORMS355 shares0.00%2025-12-312026-02-04 PAYX PAYCHEX2.0K shares0.00%2025-12-312026-02-04 AXP AMER EXPRESS573 sharesnew addition2025-12-312026-02-04 BP BP5.9K shares0.00%2025-12-312026-02-04 TSLA TESLA MOTOR450 shares0.00%2025-12-312026-02-04 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available