Long Road Investment Counsel, LLC
Top Portfolio Positions
56 positions ·
$182,382,489 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
303,265 | $27,994,392 | 15.35% |
| SYK |
Stryker Corp
Healthcare
|
42,957 | $14,115,240 | 7.74% |
| FAST |
Fastenal Co
Industrials
|
247,990 | $11,506,736 | 6.31% |
| ADP |
Automatic Data Processing Inc
Technology
|
53,429 | $10,855,704 | 5.95% |
| ITW |
Illinois Tool Works Inc
Industrials
|
38,606 | $10,048,755 | 5.51% |
| AAPL |
Apple Inc.
Technology
|
29,100 | $7,385,289 | 4.05% |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
11,307 | $6,353,290 | 3.48% |
| SBUX |
Starbucks Corp
Consumer Cyclical
|
68,570 | $6,143,186 | 3.37% |
| EXPD |
Expeditors International Of Washington Inc
Industrials
|
36,955 | $5,293,064 | 2.90% |
| AFL |
Aflac Inc
Financial Services
|
44,650 | $4,898,551 | 2.69% |
Holdings in CAKE
Export CSV
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,404,620 | 43,920 | Shares | Sole | 2026-05-08 | |
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