§ 13F · FUND PROFILE
Long Road Investment Counsel, LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $267.8T (13F)Positions · 80Turnover · — · Q4Filed · Feb 4, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$264.0T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 4, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | ORLY | OREILLY AUTO | 295K | $26.9T | 10.2% | NEW |
| 2 | SYK | STRYKER | 43K | $15.0T | 5.7% | NEW |
| 3 | GOOG | ALPHABET CL C | 48K | $14.9T | 5.7% | NEW |
| 4 | GOOGL | ALPHABET CL A | 45K | $14.1T | 5.4% | NEW |
| 5 | ADP | ADP | 51K | $13.2T | 5.0% | NEW |
| 6 | ORCL | ORACLE | 64K | $12.6T | 4.8% | NEW |
| 7 | FAST | FASTENAL | 242K | $9.7T | 3.7% | NEW |
| 8 | ITW | ILLINOIS TOOL WORKS | 38K | $9.3T | 3.5% | NEW |
| 9 | ICE | INTERCONTINENTAL EXCHANGE | 50K | $8.0T | 3.0% | NEW |
| 10 | IDXX | IDEXX LABS | 11K | $7.6T | 2.9% | NEW |
§ 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 $267811.7 trillion in assets. The fund runs a portfolio of 80 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
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