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 Market Cap. of $2 Billions to $10 Billions

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%
$8.95B
$5.25 Million 2.04% of portfolio
78,080
Q2 2025 Reduced 0.28%
$7.42B
$4.07 Million 1.58% of portfolio
27,674
Q2 2025 Reduced 0.4%
$4.7B
$3.42 Million 1.33% of portfolio
27,900
Q2 2025 Reduced 1.24%
$8.37B
$2.97 Million 1.15% of portfolio
15,096
Q2 2025 Added 0.5%
$3.26B
$2.71 Million 1.05% of portfolio
43,325
Q2 2025 Reduced 0.52%
$9.4B
$1.56 Million 0.61% of portfolio
46,530
Q2 2025 Reduced 1.06%
$5.15B
$960,000 0.37% of portfolio
6,321
Q2 2025 Reduced 2.32%
$3.37B
$760,000 0.3% of portfolio
11,525
Q2 2025 Reduced 1.28%
$6.58B
$699,000 0.27% of portfolio
13,250
Q1 2025 Added 10.42%
$6.39B
$578,000 0.22% of portfolio
26,300
Q4 2022 Reduced 23.32%
$6.87B
$340,000 0.13% of portfolio
7,705
Q2 2025 Added 2.66%
$3.2B
$265,000 0.1% of portfolio
31,533
Q2 2025 Reduced 2.37%

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
Track This Portfolio

Track Long Road Investment Counsel, LLC Portfolio

Follow Long Road Investment Counsel, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Long Road Investment Counsel, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Long Road Investment Counsel, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email