Long Road Investment Counsel, LLC
Top Portfolio Positions
74 positions ·
$237,214,590 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| ORLY |
O Reilly Automotive Inc
Consumer Cyclical
|
303,265 | $27,994,392 | 11.80% | |
| SYK |
Stryker Corp
Healthcare
|
42,957 | $14,115,240 | 5.95% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
46,405 | $13,344,221 | 5.63% | |
| FAST |
Fastenal Co
Industrials
|
247,990 | $11,506,736 | 4.85% | |
| ADP |
Automatic Data Processing Inc
Technology
|
53,429 | $10,855,704 | 4.58% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
38,606 | $10,048,755 | 4.24% | |
| ORCL |
Oracle Corp
Technology
|
65,639 | $9,656,153 | 4.07% | |
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
50,735 | $7,979,600 | 3.36% | |
| AAPL |
Apple Inc.
Technology
|
29,100 | $7,385,289 | 3.11% | |
| IDXX |
Idexx Laboratories Inc /De
Healthcare
|
11,307 | $6,353,290 | 2.68% |
Portfolio Trend
25 quarters · across all stocks
Holdings in WEX
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,290,323 | 28,034 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $4,087,117 | 27,434 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $4,359,485 | 27,674 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $4,065,033 | 27,674 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,362,643 | 27,784 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $4,640,545 | 26,469 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $5,599,581 | 26,699 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $4,729,460 | 26,699 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $6,318,060 | 26,599 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $5,466,660 | 28,099 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $5,095,170 | 27,089 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $4,881,114 | 26,809 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $4,985,074 | 27,109 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $4,453,571 | 27,214 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,441,216 | 27,109 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $4,217,076 | 27,109 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $4,856,338 | 27,214 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $3,521,683 | 25,085 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $1,743,786 | 9,900 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,919,610 | 9,900 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $2,071,278 | 9,900 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,994,594 | 9,800 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $1,379,277 | 9,925 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,617,098 | 9,800 | Shares | Sole | 2020-08-10 | |
| No 13F history on record for this holder in this stock. | ||||||