§ 13F · FUND PROFILE
Long Road Investment Counsel, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $268M (13F)Positions · 80Turnover · — · Q1Filed · May 8, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$7M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 8, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | ORLY | OREILLY AUTO | 303K | $28M | 11.0% | +3% |
| 2 | SYK | STRYKER | 43K | $14M | 5.5% | +1% |
| 3 | GOOG | ALPHABET CL C | 49K | $14M | 5.5% | +3% |
| 4 | GOOGL | ALPHABET CL A | 46K | $13M | 5.2% | +3% |
| 5 | FAST | FASTENAL | 248K | $12M | 4.5% | +3% |
| 6 | ADP | ADP | 53K | $11M | 4.3% | +4% |
| 7 | ITW | ITW | 39K | $10M | 3.9% | +3% |
| 8 | ORCL | ORACLE | 66K | $10M | 3.8% | +2% |
| 9 | ICE | INTERCONTINENTAL EXCHANGE | 51K | $8M | 3.1% | +2% |
| 10 | AAPL | APPLE INC | 29K | $7M | 2.9% | +11% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE LONG SIGNAL
AC read
Long Road Investment Counsel, LLC is a Other fund managing $268 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed