Q2 2026 13F · SEC CIK 1620081

Long Road Investment Counsel, LLC

Wealth managerFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $271.3M
Reported positions: 80
Top holdings a year, 3 yrs: +9.1%
Assets under management: $346.4M

Long Road Investment Counsel, LLC is a wealth manager that reported 80 positions worth $271.3M in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were O'Reilly Automotive Inc (ORLY, 10.3%), Alphabet Inc (GOOG, 6.3%), Alphabet Inc (GOOGL, 6.1%). A portfolio copying its top holdings returned 9.1% a year over the last 3 years, against 20.4% for the S&P 500.

Long Road Investment Counsel, LLC holdings largest 50 of 80 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Long Road Investment Counsel, LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
ORLYO'Reilly Automotive Inc	10.3%	11.0%	303,265	+0.0%	$27.9M
GOOGAlphabet Inc	6.3%	5.5%	48,549	-0.5%	$17.2M
GOOGLAlphabet Inc	6.1%	5.2%	46,405	+0.0%	$16.6M
SYKStryker Corporation	5.0%	5.5%	42,907	-0.1%	$13.5M
ADPAutomatic Data Processing Inc Com	4.4%	4.3%	53,409	-0.0%	$12.0M
FASTFastenal Co	4.4%	4.5%	247,990	+0.0%	$11.9M
ITWIllinois Tool Works Inc.	3.8%	3.9%	38,576	-0.1%	$10.4M
ORCLOracle Corp	3.5%	3.8%	65,589	-0.1%	$9.6M
AAPLApple Inc	3.1%	2.9%	29,100	+0.0%	$8.4M
SBUXStarbucks Corp Com	2.6%	2.4%	68,570	+0.0%	$7.0M
RBARb Global Inc	2.5%	2.2%	58,140	+0.0%	$6.8M
ICEIntercontinental Exchange in	2.3%	3.1%	50,735	+0.0%	$6.2M
EXPDExpeditors International of Wa	2.2%	2.1%	36,875	-0.2%	$6.0M
IDXXIdexx Labs Inc	2.2%	2.5%	11,307	+0.0%	$6.0M
GEGe Aerospace	2.0%	1.6%	14,324	+0.0%	$5.4M
AMGAffiliated Managers Group	1.9%	1.7%	15,481	-0.6%	$5.2M
AFLAflac Inc	1.9%	1.9%	44,650	+0.0%	$5.2M
APDAir Products and Chemicals Inc	1.6%	1.7%	14,935	-0.2%	$4.4M
GEVGe Vernova Inc	1.5%	1.2%	3,569	+0.0%	$4.2M
WEXWEX Inc	1.5%	1.7%	27,904	-0.5%	$3.9M
PEPPepsico Inc	1.4%	1.7%	28,580	-0.2%	$3.9M
TMOThermo Fisher Scientific Inc	1.4%	1.5%	7,691	-0.3%	$3.9M
DORMDorman Prods Inc	1.4%	1.2%	28,250	+0.0%	$3.9M
JNJJohnson & Johnson	1.4%	1.4%	14,795	+0.0%	$3.8M
OMCOmnicom Group Inc	1.4%	1.5%	51,403	-0.2%	$3.7M
STTState Str Corp	1.4%	1.1%	22,001	+0.0%	$3.7M
CAKECheesecake Factory Inc	1.3%	0.9%	43,920	+0.0%	$3.5M
GILDGilead Sciences	1.2%	1.4%	24,950	+0.0%	$3.2M
BWABorgwarner Inc	1.2%	1.0%	47,030	+0.0%	$3.1M
ELLauder Estee Cos Inc	1.0%	1.0%	34,484	+0.0%	$2.7M
BDXBecton Dickinson & Co	0.9%	1.0%	16,349	+0.0%	$2.5M
CTASCintas Corp	0.9%	0.9%	13,800	+0.0%	$2.3M
BRBroadridge Financial Solutions	0.9%	1.1%	16,950	+0.0%	$2.3M
SPYSpdr S&p 500 ETF Tr	0.7%	0.7%	2,639	-1.5%	$2.0M
GENGen Digital Inc	0.7%	0.6%	76,425	+0.0%	$1.9M
MSFTMicrosoft Corp	0.6%	0.7%	4,567	+0.0%	$1.7M
MCOMoodys Corp	0.6%	0.6%	3,679	+0.0%	$1.7M
ABBVAbbvie Inc	0.6%	0.5%	6,335	+0.0%	$1.6M
BRK-ABerkshire Hathaway Inc Del	0.6%	0.6%	2	+0.0%	$1.5M
FISFidelity National Information	0.5%	0.7%	36,827	-0.4%	$1.4M
EFAiShs MSCI EAFE	0.5%	0.5%	13,640	+0.0%	$1.4M
SYYSysco Corp	0.5%	0.5%	16,360	+0.0%	$1.4M
KMXCarMax Inc.	0.5%	—	24,960	—	$1.3M
JPMJpmorgan Chase & Co	0.5%	0.5%	3,932	+0.0%	$1.3M
ABTAbbott Laboratories	0.5%	0.5%	13,485	-0.4%	$1.2M
PHINPhinia	0.5%	—	14,826	—	$1.2M
MDYState Street Spdr S&p Midcap 400 ETF Tru	0.4%	0.4%	1,720	-7.0%	$1.2M
VWOVanguard Intl Equity Index F	0.4%	0.4%	19,500	+0.0%	$1.2M
WDAYWorkday Inc	0.4%	0.5%	9,391	+0.0%	$1.1M
INTUIntuit	0.4%	0.7%	4,370	+0.0%	$1.1M

What Long Road Investment Counsel, LLC bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

No position grew by more than 5%.

Reduced

MDY State Street Spdr S&p Midcap 400 ETF Tru-7.0% shares

Left the top 50

ACN Accenture PLC Ireland Shs Class Awas 0.6%
EFX Equifax Incwas 0.4%

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +0.6% /yr; S&P 500 +20.1%
3 years: +9.1% /yr; S&P 500 +20.4%
5 years: +5.1% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$271.3M	80
Q1 2026	$255.0M	78
Q4 2025	$264.0M	79
Q3 2025	$282.5M	80
Q2 2025	$267.8M	80
Q1 2025	$257.7M	80
Q4 2024	$245.1M	71
Q3 2024	$251.2M	71
Q2 2024	$229.7M	71
Q1 2024	$238.4M	70
Q4 2023	$240.9M	69
Q3 2023	$206.1M	68

Questions about Long Road Investment Counsel, LLC's portfolio

What stocks does Long Road Investment Counsel, LLC own?

Long Road Investment Counsel, LLC's latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 80 positions worth $271.3M. The largest are O'Reilly Automotive Inc (ORLY) at 10.3%, Alphabet Inc (GOOG) at 6.3%, Alphabet Inc (GOOGL) at 6.1%, Stryker Corporation (SYK) at 5.0% and Automatic Data Processing Inc Com (ADP) at 4.4%.

What did Long Road Investment Counsel, LLC buy last quarter?

Long Road Investment Counsel, LLC opened no new positions and grew none by more than 5% among its largest holdings in Q2 2026.

What did Long Road Investment Counsel, LLC sell last quarter?

In Q2 2026, Long Road Investment Counsel, LLC cut from its top 50 Accenture PLC Ireland Shs Class A (ACN), cut from its top 50 Equifax Inc (EFX) and State Street Spdr S&p Midcap 400 ETF Tru (MDY) (-7.0% shares), compared with its Q1 2026 filing.

How has Long Road Investment Counsel, LLC's portfolio performed?

A portfolio copying Long Road Investment Counsel, LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +9.1% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +0.6% against +20.1%. Over 5 years: +5.1% a year against +11.6%.

When is Long Road Investment Counsel, LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Long Road Investment Counsel, LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Long Road Investment Counsel, LLC manage?

Long Road Investment Counsel, LLC reported $346.4M of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $271.3M.