§ 13F · FUND PROFILE
Long Road Investment Counsel, LLC.
AUM · $271M (13F)Positions · 80Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$8M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | ORLY | OREILLY AUTOMOTIVE INC | 303K | $28M | 10.3% | ±0% |
| 2 | GOOG | ALPHABET INC | 49K | $17M | 6.3% | −1% |
| 3 | GOOGL | ALPHABET CL A | 46K | $17M | 6.1% | ±0% |
| 4 | SYK | STRYKER CORPORATION | 43K | $14M | 5.0% | ±0% |
| 5 | ADP | AUTOMATIC DATA PROCESSING IN | 53K | $12M | 4.4% | ±0% |
| 6 | FAST | FASTENAL CO | 248K | $12M | 4.4% | ±0% |
| 7 | ITW | ILLINOIS TOOL WKS INC | 39K | $10M | 3.8% | ±0% |
| 8 | ORCL | ORACLE | 66K | $10M | 3.5% | ±0% |
| 9 | AAPL | APPLE INC | 29K | $8M | 3.1% | ±0% |
| 10 | SBUX | STARBUCKS CORP | 69K | $7M | 2.6% | ±0% |
§ 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 $271 million in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →