13F Insight
DOSSIER · 13F-HR · Q2 2026

Long Road Investment Counsel, LLC

$271M in tracked AUM across 80 positions as of Q2 2026.

LR
CIK 0001620081 · last filed Jun 30, 2026
Total AUM
$271M
as of Q2 2026
Holdings
80
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Long Road Investment Counsel, LLC filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
ORLY
OREILLY AUTOMOTIVE INC
$28M303K10.3%02
GOOG
ALPHABET INC
$17M49K6.3%03
GOOGL
ALPHABET CL A
$17M46K6.1%04
SYK
STRYKER CORPORATION
$14M43K5.0%05
ADP
AUTOMATIC DATA PROCESSING IN
$12M53K4.4%06
FAST
FASTENAL CO
$12M248K4.4%07
ITW
ILLINOIS TOOL WKS INC
$10M39K3.8%08
ORCL
ORACLE
$10M66K3.5%09
AAPL
APPLE INC
$8M29K3.1%10
SBUX
STARBUCKS CORP
$7M69K2.6%

Filing history

2026Q2Jun 30
$271M▲ 6.4%
80 positionsView →2026Q1Mar 31
$255M▼ 3.4%
78 positionsView →2025Q4Dec 31
$264M▼ 6.6%
79 positionsView →2025Q3Sep 30
$283M▲ 5.5%
80 positionsView →2025Q2Jun 30
$268M▲ 3.9%
80 positionsLocked2025Q1Mar 31
$258M▲ 5.1%
80 positionsLocked2024Q4Dec 31
$245M▼ 2.4%
71 positionsLocked2024Q3Sep 30
$251M▲ 9.3%
71 positionsLocked2024Q2Jun 30
$230M▼ 3.6%
71 positionsLocked2024Q1Mar 31
$238M▼ 1.0%
70 positionsLocked2023Q4Dec 31
$241M▲ 16.8%
69 positionsLocked2023Q3Sep 30
$206M▼ 4.0%
68 positionsLocked
Showing 12 of 43