Long Road Investment Counsel, LLC
Filing Date
Global Rank
#3,854
/ 8,578
▲ 16
Top Industry
Auto Parts
15.0%
3Y Alpha vs SPY
-12.8%
Period ended 3 months ago
Filed May 8, 2026 · 38d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+24.6%
SPY
+74.2%
Annualised alpha
-12.7%
Max drawdown
−17.4%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
74 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
11.8%
+0.8 pts
Top 5
32.8%
−0.6 pts
Top 10
50.3%
−0.2 pts
HHI
380
Diversified+9
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Consumer Cyclical | 19.6% | $46,531,233 |
| Technology | 19.0% | $44,995,492 |
| Industrials | 18.6% | $44,153,156 |
| Healthcare | 16.7% | $39,709,500 |
| Financial Services | 10.5% | $24,791,563 |
| Communication Services | 7.3% | $17,426,017 |
| Consumer Defensive | 4.2% | $9,870,701 |
| Basic Materials | 2.3% | $5,396,191 |
| Unclassified | 1.2% | $2,883,266 |
| Energy | 0.5% | $1,099,981 |
| Real Estate | 0.2% | $357,490 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| ORLY | O Reilly Automotive Inc | +8,500 | 303,265 | $27,994,392 | |
| FAST | Fastenal Co | +6,400 | 247,990 | $11,506,736 | |
| SYY | Sysco Corp | +3,792 | 16,360 | $1,166,958 | |
| SBUX | Starbucks Corp | +3,600 | 68,570 | $6,143,186 | |
| AAPL | Apple Inc. | +2,800 | 29,100 | $7,385,289 | |
| GEN | Gen Digital Inc. | +2,500 | 76,425 | $1,439,082 | |
| RBA | Rb Global Inc. | +2,300 | 58,140 | $5,572,719 | |
| ADP | Automatic Data Processing Inc | +2,234 | 53,429 | $10,855,704 | |
| AFL | Aflac Inc | +2,000 | 44,650 | $4,898,551 | |
| EL | Estee Lauder Companies Inc | +2,000 | 34,484 | $2,474,916 | |
| EFX | Equifax Inc | +1,746 | 5,885 | $1,059,711 | |
| ABT | Abbott Laboratories | +1,521 | 13,545 | $1,390,665 | |
| PEP | Pepsico Inc | +1,466 | 28,650 | $4,449,058 | |
| ORCL | Oracle Corp | +1,200 | 65,639 | $9,656,153 | |
| GOOGL | Alphabet Inc. | +1,200 | 46,405 | $13,344,221 | |
| OMC | Omnicom Group Inc. | +1,200 | 51,503 | $3,878,690 | |
| ICE | Intercontinental Exchange, Inc. | +1,150 | 50,735 | $7,979,600 | |
| KMX | Carmax Inc | +1,100 | 25,080 | $1,042,826 | |
| PG | PROCTER & GAMBLE Co | +1,036 | 5,851 | $845,118 | |
| ITW | Illinois Tool Works Inc | +1,000 | 38,606 | $10,048,755 | |
| GILD | Gilead Sciences, Inc. | +1,000 | 24,950 | $3,477,281 | |
| CAKE | Cheesecake Factory Inc | +800 | 43,920 | $2,404,620 | |
| ABBV | AbbVie Inc. | +696 | 6,335 | $1,377,799 | |
| WEX | WEX Inc. | +600 | 28,034 | $4,290,323 | |
| INTU | Intuit Inc. | +500 | 4,370 | $1,889,500 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
1 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FIS | Fidelity National Information Services, Inc. | −400 | 36,972 | $1,734,356 | |
| No positions match the current search. | |||||
13 positions ·
$39,709,500 total
· Healthcare only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Real Estate
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SYK |
Stryker Corp
Healthcare
|
Added | 42,957 | $14,115,240 | 35.55% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
Held | 11,307 | $6,353,290 | 16.00% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Held | 7,711 | $3,790,187 | 9.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 14,795 | $3,616,489 | 9.11% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 24,950 | $3,477,281 | 8.76% | |
| BDX |
Becton Dickinson & Co
Healthcare
|
Added | 16,349 | $2,570,553 | 6.47% | |
| ABT |
Abbott Laboratories
Healthcare
|
Added | 13,545 | $1,390,665 | 3.50% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Added | 6,335 | $1,377,799 | 3.47% | |
| AMGN |
Amgen Inc
Healthcare
|
Held | 2,200 | $774,070 | 1.95% | |
| WAT |
Waters Corp /De/
Healthcare
|
NEW | 2,219 | $660,818 | 1.66% | |
| MDT |
Medtronic plc
Healthcare
|
Held | 7,300 | $632,545 | 1.59% | |
| GEHC |
GE HealthCare Technologies Inc.
Healthcare
|
Held | 8,209 | $584,316 | 1.47% | |
| PFE |
Pfizer Inc
Healthcare
|
Held | 13,043 | $366,247 | 0.92% |