Long Road Investment Counsel, LLC Portfolio Holdings

Long Road Investment Counsel, LLC

  • $257 Million
  • Q2 2025

Long Road Investment Counsel, LLC has filed its 13F form on August 11, 2025 for Q2 2025 where it was disclosed a total value porftolio of $257 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 $29.9M, Stryker Corp with a value of $16.8M, Automatic Data Processing Inc with a value of $16.3M, Oracle Corp with a value of $15.6M, and Fastenal CO with a value of $10.3M.

Examining the 13F form we can see an increase of $8.91M in the current position value, from $248M to 257M.

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

Portfolio value $257 Million
Consumer Cyclical: $51.5 Million
Technology: $49.9 Million
Industrials: $49.6 Million
Healthcare: $38.6 Million
Financial Services: $26.5 Million
Communication Services: $21.1 Million
Consumer Defensive: $9 Million
Basic Materials: $5.33 Million
Other: $5.85 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$6.4B
$29.9 Million 11.6% of portfolio
331,295
Q2 2025 Added 1,392.99%
$142B
$16.8 Million 6.53% of portfolio
42,456
Q2 2025 Reduced 0.23%
$124B
$16.3 Million 6.34% of portfolio
52,929
Q2 2025 Reduced 0.56%
$684B
$15.6 Million 6.05% of portfolio
71,203
Q2 2025 New
$27.8B
$10.3 Million 4.01% of portfolio
245,990
Q2 2025 Added 96.8%
$80B
$9.65 Million 3.75% of portfolio
39,033
Q2 2025 Added 0.01%
$102B
$9.26 Million 3.6% of portfolio
50,485
Q2 2025 Reduced 0.98%
$1.24T
$8.67 Million 3.37% of portfolio
48,859
Q2 2025 Reduced 0.91%
$1.21T
$8.55 Million 3.32% of portfolio
48,505
Q2 2025 Reduced 2.02%
$3.69T
$6.43 Million 2.5% of portfolio
31,351
Q2 2025 Reduced 6.28%
$108B
$6.19 Million 2.41% of portfolio
67,570
Q2 2025 Reduced 1.46%
$54.3B
$5.94 Million 2.31% of portfolio
11,082
Q2 2025 Reduced 1.99%
$150B
$5.31 Million 2.06% of portfolio
17,770
Q2 2025 Added 0.85%
$8.95B
$5.25 Million 2.04% of portfolio
78,080
Q2 2025 Reduced 0.28%
$65.4B
$4.66 Million 1.81% of portfolio
44,200
Q2 2025 Reduced 1.78%
$19.7B
$4.35 Million 1.69% of portfolio
38,070
Q2 2025 Added 0.18%
$64.2B
$4.12 Million 1.6% of portfolio
14,615
Q2 2025 Reduced 0.27%
$7.42B
$4.07 Million 1.58% of portfolio
27,674
Q2 2025 Reduced 0.4%
$201B
$4.07 Million 1.58% of portfolio
5,170
Q2 2022 Reduced 10.4%
$202B
$3.75 Million 1.46% of portfolio
28,370
Q2 2025 Added 0.25%
$306B
$3.69 Million 1.43% of portfolio
14,336
Q2 2025 Reduced 0.52%
$15B
$3.66 Million 1.42% of portfolio
50,835
Q2 2025 Added 0.05%
$4.7B
$3.42 Million 1.33% of portfolio
27,900
Q2 2025 Reduced 1.24%
$187B
$3.05 Million 1.19% of portfolio
7,526
Q2 2025 Reduced 1.25%
$22.7B
$3.08 Million 1.19% of portfolio
13,800
Q3 2024 Added 300.0%
$43.6B
$3.01 Million 1.17% of portfolio
36,922
Q2 2025 Reduced 0.65%
$8.37B
$2.97 Million 1.15% of portfolio
15,096
Q2 2025 Added 0.5%
$55.6B
$2.8 Million 1.09% of portfolio
16,232
Q2 2025 Reduced 0.61%
$21.2B
$2.76 Million 1.07% of portfolio
34,184
Q2 2025 Reduced 0.87%
$150B
$2.71 Million 1.05% of portfolio
24,400
Q2 2025 Reduced 0.61%
$3.26B
$2.71 Million 1.05% of portfolio
43,325
Q2 2025 Reduced 0.52%
$40.9B
$2.34 Million 0.91% of portfolio
22,001
Q1 2024 Added 2.09%
$43.1B
$2.25 Million 0.88% of portfolio
9,391
Q1 2025 New
$3.95T
$2.27 Million 0.88% of portfolio
4,567
Q2 2025 Reduced 1.08%
$452B
$2.23 Million 0.87% of portfolio
14,585
Q1 2025 Added 5.42%
$229B
$1.88 Million 0.73% of portfolio
13,805
Q2 2025 Reduced 1.88%
$94.5B
$1.85 Million 0.72% of portfolio
3,679
Q4 2022 Reduced 0.57%
$0
$1.66 Million 0.64% of portfolio
2,679
Q2 2025 Added 112.79%
$14.3B
$1.63 Million 0.63% of portfolio
75,950
Q2 2025 Reduced 0.62%
$9.4B
$1.56 Million 0.61% of portfolio
46,530
Q2 2025 Reduced 1.06%
$29.5B
$1.53 Million 0.59% of portfolio
5,885
Q1 2025 Added 1.19%
$423B
$1.46 Million 0.57% of portfolio
2
Q2 2017 New
$0
$1.35 Million 0.52% of portfolio
15,065
Q2 2025 Added 1.52%
$40.9B
$1.24 Million 0.48% of portfolio
16,360
Q1 2025 Added 5.14%
$78.6B
$1.13 Million 0.44% of portfolio
15,150
Q2 2025 Reduced 0.98%
$351B
$1.11 Million 0.43% of portfolio
5,975
Q1 2025 New
$0
$991,000 0.39% of portfolio
1,750
Q2 2025 Added 32.58%
$859B
$994,000 0.39% of portfolio
3,432
Q2 2025 New
$5.15B
$960,000 0.37% of portfolio
6,321
Q2 2025 Reduced 2.32%

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $257 Million
  • Prior Value $248 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 11, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 33 stocks
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