Long Road Investment Counsel, LLC
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $346,435,000 | Individuals and high net worth (100%) |
| Apr 2025 to Mar 2026 | $315,645,000 | Individuals and high net worth (100%) |
| Apr 2024 to Mar 2025 | $284,039,000 | Individuals and high net worth (100%) |
| May 2023 to Mar 2024 | $252,905,000 | Individuals and high net worth (100%) |
| Apr 2023 | $252,905,000 | Individuals and high net worth (100%) |
| Apr 2022 to Mar 2023 | $301,115,000 | Individuals and high net worth (100%) |
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 80.3%; sector active share 30.7% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
80 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 18.6% | $50,373,538 |
| Industrials | 18.2% | $49,282,576 |
| Technology | 17.0% | $46,128,470 |
| Healthcare | 14.2% | $38,551,607 |
| Communication Services | 13.8% | $37,481,252 |
| Financial Services | 10.1% | $27,377,452 |
| Consumer Defensive | 3.6% | $9,695,071 |
| Unclassified | 2.1% | $5,761,348 |
| Basic Materials | 2.0% | $5,530,447 |
| Energy | 0.3% | $705,958 |
| Real Estate | 0.2% | $442,085 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| WAT | Waters Corp | +1 | 2,220 | $832,588 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| XOM | ExxonMobil Holdings Corp | −1,280 | 3,569 | $487,953 | |
| GOOG | Alphabet Inc. | −250 | 48,549 | $17,153,818 | |
| KNX | Knight-Swift Transportation Holdings Inc. | −200 | 9,355 | $728,473 | |
| FIS | Fidelity National Information Services, Inc. | −145 | 36,827 | $1,431,833 | |
| WEX | WEX Inc. | −130 | 27,904 | $3,936,975 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −130 | 1,720 | $1,209,744 | |
| KMX | Carmax Inc | −120 | 24,960 | $1,320,134 | |
| GEHC | GE HealthCare Technologies Inc. | −110 | 8,099 | $518,416 | |
| AMG | Affiliated Managers Group, Inc. | −100 | 15,481 | $5,238,770 | |
| OMC | Omnicom Group Inc. | −100 | 51,403 | $3,743,680 | |
| EXPD | Expeditors International Of Washington Inc | −80 | 36,875 | $6,009,887 | |
| PEP | Pepsico Inc | −70 | 28,580 | $3,869,732 | |
| ABT | Abbott Laboratories | −60 | 13,485 | $1,223,628 | |
| SYK | Stryker Corp | −50 | 42,907 | $13,508,839 | |
| ORCL | Oracle Corp | −50 | 65,589 | $9,612,067 | |
| ADBE | Adobe Inc. | −40 | 1,592 | $326,391 | |
| LOW | Lowes Companies Inc | −40 | 1,270 | $280,022 | |
| SPY | Spdr S&P 500 ETF Trust | −40 | 2,639 | $1,970,726 | |
| ITW | Illinois Tool Works Inc | −30 | 38,576 | $10,433,650 | |
| ACN | Accenture plc | −25 | 7,350 | $914,634 | |
| APD | Air Products & Chemicals, Inc. | −25 | 14,935 | $4,378,643 | |
| TMO | Thermo Fisher Scientific Inc. | −20 | 7,691 | $3,855,959 | |
| ADP | Automatic Data Processing Inc | −20 | 53,409 | $11,960,945 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| META | Meta Platforms, Inc. | 355 | $203,106 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
Held | 303,265 | $27,927,673 | 10.29% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Reduced | 48,549 | $17,153,818 | 6.32% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 46,405 | $16,583,754 | 6.11% | |
| SYK |
Stryker Corp
Healthcare
|
Reduced | 42,907 | $13,508,839 | 4.98% | |
| ADP |
Automatic Data Processing Inc
Technology
|
Reduced | 53,409 | $11,960,945 | 4.41% | |
| FAST |
Fastenal Co
Industrials
|
Held | 247,990 | $11,910,959 | 4.39% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Reduced | 38,576 | $10,433,650 | 3.85% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 65,589 | $9,612,067 | 3.54% | |
| AAPL |
Apple Inc.
Technology
|
Held | 29,100 | $8,420,376 | 3.10% | |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
Held | 68,570 | $7,007,168 | 2.58% | |
| RBA |
Rb Global Inc.
Industrials
|
Held | 58,140 | $6,770,403 | 2.50% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
Held | 50,735 | $6,245,985 | 2.30% | |
| EXPD |
Expeditors International Of Washington Inc
Industrials
|
Reduced | 36,875 | $6,009,887 | 2.21% | |
| IDXX |
Idexx Laboratories Inc
Healthcare
|
Held | 11,307 | $5,952,457 | 2.19% | |
| GE |
General Electric Co
Industrials
|
Held | 14,324 | $5,353,308 | 1.97% | |
| AMG |
Affiliated Managers Group, Inc.
Financial Services
|
Reduced | 15,481 | $5,238,770 | 1.93% | |
| AFL |
Aflac Inc
Financial Services
|
Held | 44,650 | $5,235,212 | 1.93% | |
| APD |
Air Products & Chemicals, Inc.
Basic Materials
|
Reduced | 14,935 | $4,378,643 | 1.61% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 3,569 | $4,193,075 | 1.55% | |
| WEX |
WEX Inc.
Technology
|
Reduced | 27,904 | $3,936,975 | 1.45% | |
| PEP |
Pepsico Inc
Consumer Defensive
|
Reduced | 28,580 | $3,869,732 | 1.43% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Reduced | 7,691 | $3,855,959 | 1.42% | |
| DORM |
Dorman Products, Inc.
Consumer Cyclical
|
Held | 28,250 | $3,854,712 | 1.42% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Held | 14,795 | $3,757,486 | 1.38% | |
| OMC |
Omnicom Group Inc.
Communication Services
|
Reduced | 51,403 | $3,743,680 | 1.38% | |
| STT |
State Street Corp
Financial Services
|
Held | 22,001 | $3,731,369 | 1.38% | |
| CAKE |
Cheesecake Factory Inc
Consumer Cyclical
|
Held | 43,920 | $3,493,396 | 1.29% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Held | 24,950 | $3,152,183 | 1.16% | |
| BWA |
Borgwarner Inc
Consumer Cyclical
|
Held | 47,030 | $3,122,792 | 1.15% | |
| EL |
Estee Lauder Companies Inc
Consumer Defensive
|
Held | 34,484 | $2,722,511 | 1.00% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Held | 16,349 | $2,474,094 | 0.91% | |
| CTAS |
Cintas Corp
Industrials
|
Held | 13,800 | $2,347,104 | 0.87% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
Held | 16,950 | $2,321,302 | 0.86% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 2,639 | $1,970,726 | 0.73% | |
| GEN |
Gen Digital Inc.
Technology
|
Held | 76,425 | $1,902,218 | 0.70% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 4,567 | $1,703,582 | 0.63% | |
| MCO |
Moodys Corp
Financial Services
|
Held | 3,679 | $1,666,292 | 0.61% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Held | 6,335 | $1,594,139 | 0.59% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 2 | $1,497,700 | 0.55% | |
| FIS |
Fidelity National Information Services, Inc.
Technology
|
Reduced | 36,827 | $1,431,833 | 0.53% | |
| EFA |
iShares MSCI EAFE ETF
|
Held | 13,640 | $1,416,923 | 0.52% | |
| SYY |
Sysco Corp
Consumer Defensive
|
Held | 16,360 | $1,367,368 | 0.50% | |
| KMX |
Carmax Inc
Consumer Cyclical
|
Reduced | 24,960 | $1,320,134 | 0.49% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Held | 3,932 | $1,287,061 | 0.47% | |
| ABT |
Abbott Laboratories
Healthcare
|
Reduced | 13,485 | $1,223,628 | 0.45% | |
| PHIN |
Phinia Inc.
Consumer Cyclical
|
Held | 14,826 | $1,221,217 | 0.45% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 1,720 | $1,209,744 | 0.45% | |
| VWO |
VANGUARD EMERGING MARKETS STOCK INDEX FUND
|
Held | 19,500 | $1,163,955 | 0.43% | |
| WDAY |
Workday, Inc.
Technology
|
Held | 9,391 | $1,149,646 | 0.42% | |
| INTU |
Intuit Inc.
Technology
|
Held | 4,370 | $1,140,570 | 0.42% |
Showing the top 50 of 80 positions. Create a free account to see every position, past quarters, search, filters and CSV export.
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.