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The Analysis of Long Road Investment Counsel, LLC's Holdings & P&L

Currently, Long Road Investment Counsel, LLC holds 78 types of securities in its portfolio with a total value $255.0M. In the most recent quarter, they have increased their positions in N/A (+3.6K shares, valued at $3.1M), N/A (+37.0K shares, valued at $1.7M), N/A (+6.3K shares, valued at $1.4M); initiated new positions in N/A (+3.6K shares, valued at $3.1M), N/A (+37.0K shares, valued at $1.7M), N/A (+6.3K shares, valued at $1.4M).

1M P&L

+1.5M+0.79%

3M P&L

-8.5M-4.40%

HY P&L

-3.9M-2.06%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Auto Parts35.1M

19.5%

2Medical Devices15.5M

8.6%

3Software - Application14.0M

7.8%

Top Industries by Stock Count

1Auto Parts5 stocks

8.9%

2Drug Manufacturers - General4 stocks

7.1%

3Software - Application3 stocks

5.4%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ORLY OREILLY AUTO303.3K shares2.88%2026-03-312026-05-08

SYK STRYKER43.0K shares0.94%2026-03-312026-05-08

ALPHABET CL C ALPHABET CL C48.8K shares2.52%2026-03-312026-05-08

ALPHABET CL A ALPHABET CL A46.4K shares2.65%2026-03-312026-05-08

FAST FASTENAL248.0K shares2.65%2026-03-312026-05-08

ADP ADP53.4K shares4.36%2026-03-312026-05-08

ITW ITW38.6K shares2.66%2026-03-312026-05-08

ORACLE ORACLE65.6K shares1.86%2026-03-312026-05-08

Sponsored

INTERCONTINENTAL EXCHANGE INTERCONTINENTAL EXCHANGE50.7K shares2.32%2026-03-312026-05-08

AAPL APPLE INC29.1K shares10.65%2026-03-312026-05-08

IDXX IDEXX LABS11.3K shares0.00%2026-03-312026-05-08

SBUX STARBUCKS68.6K shares5.54%2026-03-312026-05-08

RB GLOBAL RB GLOBAL58.1K shares4.12%2026-03-312026-05-08

EXPD EXPEDITORS37.0K shares0.00%2026-03-312026-05-08

AFL AFLAC44.6K shares4.69%2026-03-312026-05-08

PEP PEPSICO28.6K shares5.39%2026-03-312026-05-08

Sponsored

APD AIR PRODUCTS15.0K shares2.05%2026-03-312026-05-08

AMG AFFILIATED MANAGERS GROUP15.6K shares0.00%2026-03-312026-05-08

WEX WEX28.0K shares2.19%2026-03-312026-05-08

GE AEROSPACE GE AEROSPACE14.3K shares0.00%2026-03-312026-05-08

OMC OMNICOM51.5K shares2.39%2026-03-312026-05-08

TMO THERMO FISHER SCIENTIFIC7.7K shares0.00%2026-03-312026-05-08

JNJ JOHNSON & JOHNSON14.8K shares2.78%2026-03-312026-05-08

GILD GILEAD SCIENCES24.9K shares4.18%2026-03-312026-05-08

Sponsored

GE VERNOVA GE VERNOVA3.6K sharesnew addition2026-03-312026-05-08

DORM DORMAN PRODUCTS28.3K shares0.00%2026-03-312026-05-08

STT STATE STREET22.0K shares0.00%2026-03-312026-05-08

BROADRIDGE BROADRIDGE16.9K shares0.00%2026-03-312026-05-08

BDX BECTON DICKINSON & CO16.3K shares1.87%2026-03-312026-05-08

BWA BORG WARNER47.0K shares0.00%2026-03-312026-05-08

EL LAUDER, ESTEE34.5K shares6.16%2026-03-312026-05-08

CAKE CHEESECAKE FACTORY INC43.9K shares1.86%2026-03-312026-05-08

Sponsored

CTAS CINTAS13.8K shares0.00%2026-03-312026-05-08

INTU INTUIT4.4K shares12.92%2026-03-312026-05-08

SPDR S&P 500 ETF SPDR S&P 500 ETF2.7K shares0.00%2026-03-312026-05-08

FIDELITY NATL INFORMATION SVCS FIDELITY NATL INFORMATION SVCS37.0K sharesnew addition2026-03-312026-05-08

MSFT MICROSOFT4.6K shares0.00%2026-03-312026-05-08

MCO MOODYS CORP3.7K shares0.00%2026-03-312026-05-08

ACCENTURE ACCENTURE7.4K shares0.00%2026-03-312026-05-08

GEN DIGITAL GEN DIGITAL76.4K shares3.38%2026-03-312026-05-08

Sponsored

BRK.A BERKSHIRE CL A2 shares0.00%2026-03-312026-05-08

ABT ABBOTT LABS13.5K shares12.65%2026-03-312026-05-08

ABBVIE ABBVIE6.3K sharesnew addition2026-03-312026-05-08

EFA ISHARES MSCI EAFE ETF13.6K shares2.25%2026-03-312026-05-08

WDAY WORKDAY9.4K shares0.00%2026-03-312026-05-08

SYY SYSCO CORP16.4K shares30.17%2026-03-312026-05-08

JP MORGAN CHASE JP MORGAN CHASE3.9K shares0.00%2026-03-312026-05-08

SPDR S&PMIDCAP 400 ETF SPDR S&PMIDCAP 400 ETF1.9K shares0.00%2026-03-312026-05-08

Sponsored

EFX EQUIFAX5.9K shares42.18%2026-03-312026-05-08

VWO FTSE EMERGING MARKETS ETF19.5K shares4.39%2026-03-312026-05-08

KMX CARMAX25.1K shares4.59%2026-03-312026-05-08

PHIN PHINIA14.8K shares0.00%2026-03-312026-05-08

BOOT BOOT BARN6.5K shares0.00%2026-03-312026-05-08

COSTCO COSTCO938 shares0.00%2026-03-312026-05-08

PG PROCTER & GAMBLE5.9K shares21.52%2026-03-312026-05-08

EXXON MOBIL CORP EXXON MOBIL CORP4.8K shares0.00%2026-03-312026-05-08

Sponsored

AMGN AMGEN2.2K shares0.00%2026-03-312026-05-08

SMG SCOTTS MIRACLE-GRO11.7K shares0.00%2026-03-312026-05-08

PYPL PAYPAL15.3K shares0.00%2026-03-312026-05-08

WAT WATERS2.2K sharesnew addition2026-03-312026-05-08

MEDTRONIC MEDTRONIC7.3K shares0.00%2026-03-312026-05-08

JACOBS SOLUTIONS INC JACOBS SOLUTIONS INC4.8K shares4.37%2026-03-312026-05-08

TSCO TRACTOR SUPPLY13.3K shares0.00%2026-03-312026-05-08

GE HEALTHCARE GE HEALTHCARE8.2K shares0.00%2026-03-312026-05-08

Sponsored

GNTX GENTEX26.3K shares0.00%2026-03-312026-05-08

KNX KNIGHT-SWIFT9.6K shares0.00%2026-03-312026-05-08

VISA INC CL A VISA INC CL A1.5K shares0.00%2026-03-312026-05-08

ADOBE ADOBE1.6K shares0.00%2026-03-312026-05-08

PFE PFIZER INC13.0K shares0.00%2026-03-312026-05-08

IRM IRON MOUNTAIN3.5K shares0.00%2026-03-312026-05-08

NTRS NORTHERN TRUST2.5K shares0.00%2026-03-312026-05-08

ECL ECOLAB1.3K shares0.00%2026-03-312026-05-08

Sponsored

MA MASTERCARD665 shares0.00%2026-03-312026-05-08

LOW LOWES1.3K shares0.00%2026-03-312026-05-08

BP BP5.9K shares0.00%2026-03-312026-05-08

MS MORGAN STANLEY1.5K shares0.00%2026-03-312026-05-08

INTC INTEL5.0K sharesnew addition2026-03-312026-05-08

META META PLATFORMS355 shares0.00%2026-03-312026-05-08

ORLY

OREILLY AUTO

2.88%

Shares303.3K

Event2026-03-31

Filed2026-05-08

SYK

STRYKER

0.94%

Shares43.0K

Event2026-03-31

Filed2026-05-08

ALPHABET CL C

2.52%

Shares48.8K

Event2026-03-31

Filed2026-05-08

ALPHABET CL A

2.65%

Shares46.4K

Event2026-03-31

Filed2026-05-08

FAST

FASTENAL

2.65%

Shares248.0K

Event2026-03-31

Filed2026-05-08

ADP

4.36%

Shares53.4K

Event2026-03-31

Filed2026-05-08

ITW

2.66%

Shares38.6K

Event2026-03-31

Filed2026-05-08

ORACLE

1.86%

Shares65.6K

Event2026-03-31

Filed2026-05-08

INTERCONTINENTAL EXCHANGE

2.32%

Shares50.7K

Event2026-03-31

Filed2026-05-08

AAPL

APPLE INC

10.65%

Shares29.1K

Event2026-03-31

Filed2026-05-08

IDXX

IDEXX LABS

0.00%

Shares11.3K

Event2026-03-31

Filed2026-05-08

SBUX

STARBUCKS

5.54%

Shares68.6K

Event2026-03-31

Filed2026-05-08

RB GLOBAL

4.12%

Shares58.1K

Event2026-03-31

Filed2026-05-08

EXPD

EXPEDITORS

0.00%

Shares37.0K

Event2026-03-31

Filed2026-05-08

AFL

AFLAC

4.69%

Shares44.6K

Event2026-03-31

Filed2026-05-08

PEP

PEPSICO

5.39%

Shares28.6K

Event2026-03-31

Filed2026-05-08

APD

AIR PRODUCTS

2.05%

Shares15.0K

Event2026-03-31

Filed2026-05-08

AMG

AFFILIATED MANAGERS GROUP

0.00%

Shares15.6K

Event2026-03-31

Filed2026-05-08

WEX

2.19%

Shares28.0K

Event2026-03-31

Filed2026-05-08

GE AEROSPACE

0.00%

Shares14.3K

Event2026-03-31

Filed2026-05-08

OMC

OMNICOM

2.39%

Shares51.5K

Event2026-03-31

Filed2026-05-08

TMO

THERMO FISHER SCIENTIFIC

0.00%

Shares7.7K

Event2026-03-31

Filed2026-05-08

JNJ

JOHNSON & JOHNSON

2.78%

Shares14.8K

Event2026-03-31

Filed2026-05-08

GILD

GILEAD SCIENCES

4.18%

Shares24.9K

Event2026-03-31

Filed2026-05-08

GE VERNOVA

New

Shares3.6K

Event2026-03-31

Filed2026-05-08

DORM

DORMAN PRODUCTS

0.00%

Shares28.3K

Event2026-03-31

Filed2026-05-08

STT

STATE STREET

0.00%

Shares22.0K

Event2026-03-31

Filed2026-05-08

BROADRIDGE

0.00%

Shares16.9K

Event2026-03-31

Filed2026-05-08

BDX

BECTON DICKINSON & CO

1.87%

Shares16.3K

Event2026-03-31

Filed2026-05-08

BWA

BORG WARNER

0.00%

Shares47.0K

Event2026-03-31

Filed2026-05-08

LAUDER, ESTEE

6.16%

Shares34.5K

Event2026-03-31

Filed2026-05-08

CAKE

CHEESECAKE FACTORY INC

1.86%

Shares43.9K

Event2026-03-31

Filed2026-05-08

CTAS

CINTAS

0.00%

Shares13.8K

Event2026-03-31

Filed2026-05-08

INTU

INTUIT

12.92%

Shares4.4K

Event2026-03-31

Filed2026-05-08

SPDR S&P 500 ETF

0.00%

Shares2.7K

Event2026-03-31

Filed2026-05-08

FIDELITY NATL INFORMATION SVCS

New

Shares37.0K

Event2026-03-31

Filed2026-05-08

MSFT

MICROSOFT

0.00%

Shares4.6K

Event2026-03-31

Filed2026-05-08

MCO

MOODYS CORP

0.00%

Shares3.7K

Event2026-03-31

Filed2026-05-08

ACCENTURE

0.00%

Shares7.4K

Event2026-03-31

Filed2026-05-08

GEN DIGITAL

3.38%

Shares76.4K

Event2026-03-31

Filed2026-05-08

BRK.A

BERKSHIRE CL A

0.00%

Shares2

Event2026-03-31

Filed2026-05-08

ABT

ABBOTT LABS

12.65%

Shares13.5K

Event2026-03-31

Filed2026-05-08

ABBVIE

New

Shares6.3K

Event2026-03-31

Filed2026-05-08

EFA

ISHARES MSCI EAFE ETF

2.25%

Shares13.6K

Event2026-03-31

Filed2026-05-08

WDAY

WORKDAY

0.00%

Shares9.4K

Event2026-03-31

Filed2026-05-08

SYY

SYSCO CORP

30.17%

Shares16.4K

Event2026-03-31

Filed2026-05-08

JP MORGAN CHASE

0.00%

Shares3.9K

Event2026-03-31

Filed2026-05-08

SPDR S&PMIDCAP 400 ETF

0.00%

Shares1.9K

Event2026-03-31

Filed2026-05-08

EFX

EQUIFAX

42.18%

Shares5.9K

Event2026-03-31

Filed2026-05-08

VWO

FTSE EMERGING MARKETS ETF

4.39%

Shares19.5K

Event2026-03-31

Filed2026-05-08

KMX

CARMAX

4.59%

Shares25.1K

Event2026-03-31

Filed2026-05-08

PHIN

PHINIA

0.00%

Shares14.8K

Event2026-03-31

Filed2026-05-08

BOOT

BOOT BARN

0.00%

Shares6.5K

Event2026-03-31

Filed2026-05-08

COSTCO

0.00%

Shares938

Event2026-03-31

Filed2026-05-08

PROCTER & GAMBLE

21.52%

Shares5.9K

Event2026-03-31

Filed2026-05-08

EXXON MOBIL CORP

0.00%

Shares4.8K

Event2026-03-31

Filed2026-05-08

AMGN

AMGEN

0.00%

Shares2.2K

Event2026-03-31

Filed2026-05-08

SMG

SCOTTS MIRACLE-GRO

0.00%

Shares11.7K

Event2026-03-31

Filed2026-05-08

PYPL

PAYPAL

0.00%

Shares15.3K

Event2026-03-31

Filed2026-05-08

WAT

WATERS

New

Shares2.2K

Event2026-03-31

Filed2026-05-08

MEDTRONIC

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-08

JACOBS SOLUTIONS INC

4.37%

Shares4.8K

Event2026-03-31

Filed2026-05-08

TSCO

TRACTOR SUPPLY

0.00%

Shares13.3K

Event2026-03-31

Filed2026-05-08

GE HEALTHCARE

0.00%

Shares8.2K

Event2026-03-31

Filed2026-05-08

GNTX

GENTEX

0.00%

Shares26.3K

Event2026-03-31

Filed2026-05-08

KNX

KNIGHT-SWIFT

0.00%

Shares9.6K

Event2026-03-31

Filed2026-05-08

VISA INC CL A

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

ADOBE

0.00%

Shares1.6K

Event2026-03-31

Filed2026-05-08

PFE

PFIZER INC

0.00%

Shares13.0K

Event2026-03-31

Filed2026-05-08

IRM

IRON MOUNTAIN

0.00%

Shares3.5K

Event2026-03-31

Filed2026-05-08

NTRS

NORTHERN TRUST

0.00%

Shares2.5K

Event2026-03-31

Filed2026-05-08

ECL

ECOLAB

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-08

MASTERCARD

0.00%

Shares665

Event2026-03-31

Filed2026-05-08

LOW

LOWES

0.00%

Shares1.3K

Event2026-03-31

Filed2026-05-08

0.00%

Shares5.9K

Event2026-03-31

Filed2026-05-08

MORGAN STANLEY

0.00%

Shares1.5K

Event2026-03-31

Filed2026-05-08

INTC

INTEL

New

Shares5.0K

Event2026-03-31

Filed2026-05-08