Long Road Investment Counsel, LLC Portfolio Holdings

Long Road Investment Counsel, LLC

  • $272 Million
  • Q3 2025

Long Road Investment Counsel, LLC has filed its 13F form on November 14, 2025 for Q3 2025 where it was disclosed a total value porftolio of $272 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: O Reilly Automotive Inc with a value of $34.4M, Oracle Corp with a value of $19.9M, Stryker Corp with a value of $15.7M, Automatic Data Processing Inc with a value of $15.5M, and Fastenal CO with a value of $12.1M.

Examining the 13F form we can see an increase of $14.2M in the current position value, from $257M to 272M.

Below you can find more details about Long Road Investment Counsel, LLC portfolio as well as his latest detailed transactions.

Portfolio value $272 Million
Consumer Cyclical: $53.1 Million
Industrials: $51.7 Million
Technology: $51.3 Million
Healthcare: $39.7 Million
Communication Services: $28.1 Million
Financial Services: $26.5 Million
Consumer Defensive: $9.54 Million
ETFs: $5.26 Million
Other: $6.24 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.2B
$34.4 Million 12.69% of portfolio
319,520
Q3 2025 Reduced 3.55%
$593B
$19.9 Million 7.33% of portfolio
70,803
Q3 2025 Reduced 0.56%
$136B
$15.7 Million 5.78% of portfolio
42,456
Q2 2025 Reduced 0.23%
$104B
$15.5 Million 5.72% of portfolio
52,929
Q2 2025 Reduced 0.56%
$23.2B
$12.1 Million 4.44% of portfolio
245,990
Q2 2025 Added 96.8%
$1.74T
$11.9 Million 4.38% of portfolio
48,859
Q2 2025 Reduced 0.91%
$1.65T
$11.8 Million 4.34% of portfolio
48,505
Q2 2025 Reduced 2.02%
$74.9B
$10.2 Million 3.75% of portfolio
39,033
Q2 2025 Added 0.01%
$84.9B
$8.42 Million 3.1% of portfolio
49,985
Q3 2025 Reduced 0.99%
$4.3T
$7.98 Million 2.94% of portfolio
31,351
Q2 2025 Reduced 6.28%
$57.4B
$7.08 Million 2.61% of portfolio
11,082
Q2 2025 Reduced 1.99%
$97.3B
$5.72 Million 2.11% of portfolio
67,570
Q2 2025 Reduced 1.46%
$72.3B
$4.94 Million 1.82% of portfolio
44,200
Q2 2025 Reduced 1.78%
$22.6B
$4.67 Million 1.72% of portfolio
38,070
Q2 2025 Added 0.18%
$5.97B
$4.36 Million 1.61% of portfolio
27,674
Q2 2025 Reduced 0.4%
$4.14B
$4.35 Million 1.6% of portfolio
27,900
Q2 2025 Reduced 1.24%
$14.7B
$4.14 Million 1.53% of portfolio
50,835
Q2 2025 Added 0.05%
$34.9B
$4.1 Million 1.51% of portfolio
17,225
Q3 2025 New
$204B
$3.98 Million 1.47% of portfolio
28,370
Q2 2025 Added 0.25%
$57.5B
$3.99 Million 1.47% of portfolio
14,615
Q2 2025 Reduced 0.27%
$222B
$3.65 Million 1.34% of portfolio
7,526
Q2 2025 Reduced 1.25%
$9.87B
$3.6 Million 1.33% of portfolio
15,096
Q2 2025 Added 0.5%
$182B
$3.53 Million 1.3% of portfolio
5,170
Q2 2022 Reduced 10.4%
$54.5B
$3.04 Million 1.12% of portfolio
16,232
Q2 2025 Reduced 0.61%
$19.9B
$3.01 Million 1.11% of portfolio
34,184
Q2 2025 Reduced 0.87%
$19B
$2.83 Million 1.04% of portfolio
13,800
Q3 2024 Added 300.0%
$156B
$2.71 Million 1.0% of portfolio
24,400
Q2 2025 Reduced 0.61%
$522B
$2.7 Million 1.0% of portfolio
14,585
Q1 2025 Added 5.42%
$42.9B
$2.55 Million 0.94% of portfolio
22,001
Q1 2024 Added 2.09%
$39.1B
$2.43 Million 0.9% of portfolio
36,922
Q2 2025 Reduced 0.65%
$3.78T
$2.37 Million 0.87% of portfolio
4,567
Q2 2025 Reduced 1.08%
$2.35B
$2.37 Million 0.87% of portfolio
43,325
Q2 2025 Reduced 0.52%
$46.4B
$2.26 Million 0.83% of portfolio
9,391
Q1 2025 New
$10.5B
$2.05 Million 0.75% of portfolio
46,530
Q2 2025 Reduced 1.06%
$228B
$1.85 Million 0.68% of portfolio
13,805
Q2 2025 Reduced 1.88%
$0
$1.78 Million 0.66% of portfolio
2,679
Q2 2025 Added 112.79%
$87.8B
$1.75 Million 0.65% of portfolio
3,679
Q4 2022 Reduced 0.57%
$152B
$1.75 Million 0.64% of portfolio
7,095
Q3 2025 New
$14.3B
$1.63 Million 0.6% of portfolio
75,950
Q2 2025 Reduced 0.62%
$453B
$1.51 Million 0.56% of portfolio
2
Q2 2017 New
$25.4B
$1.51 Million 0.56% of portfolio
5,885
Q1 2025 Added 1.19%
$0
$1.41 Million 0.52% of portfolio
15,065
Q2 2025 Added 1.52%
$414B
$1.38 Million 0.51% of portfolio
5,975
Q3 2025 New
$37.9B
$1.35 Million 0.5% of portfolio
16,360
Q1 2025 Added 5.14%
$5.44B
$1.18 Million 0.43% of portfolio
26,280
Q3 2025 Reduced 66.34%
$881B
$1.08 Million 0.4% of portfolio
3,432
Q2 2025 New
$5.16B
$1.05 Million 0.39% of portfolio
6,321
Q2 2025 Reduced 2.32%
$0
$1.04 Million 0.38% of portfolio
1,750
Q2 2025 Added 32.58%
$0
$1.03 Million 0.38% of portfolio
18,980
Q2 2025 Reduced 0.52%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $272 Million
  • Prior Value $257 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 14, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 7 stocks
  • Additional Purchases 1 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 4 stocks
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