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Disclosery

13F-HR filed by Long Road Investment Counsel, LLC

Long Road Investment Counsel, LLC filed this 13F-HR for the quarter ended 2025-06-30, filed 2025-08-11, with 80 holding rows worth $267,811,747.

Accession
0000905729-25-000135
Filer
CIK 1620081
Filed
2025-08-11
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q2 2025

A holdings report, 80 entries on the cover page, a total value of $267,811,747 stated on the cover page (in dollars after the unit check, H1), rows summing to $267,811,747 with VALUE read as dollars as filed, 13F file number 028-16587. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
OREILLY AUTOMOTIVE INC COM67103H107Stock331,295$29,859,618dollars as filed
Stryker Corporation863667101COM42,456$16,796,867dollars as filed
Automatic Data Processing,Inc.053015103COM52,929$16,323,304dollars as filed
Oracle Corporation68389X105COM71,203$15,567,112dollars as filed
FASTENAL CO COM311900104Stock245,990$10,331,580dollars as filed
ILLINOIS TOOL WKS INC452308109COM39,033$9,650,909dollars as filed
Intercontinental Exchange,Inc.45866F104COM50,485$9,262,483dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM48,859$8,667,117dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM48,505$8,548,036dollars as filed
Apple Inc037833100COM31,351$6,432,285dollars as filed
Starbucks Corporation855244109COM67,570$6,191,439dollars as filed
RB GLOBAL INC COM74935Q107Stock56,515$6,001,328dollars as filed
IDEXX LABS INC COM45168D104Stock11,082$5,943,720dollars as filed
Accenture Plc Class AG1151C101COM17,770$5,311,275dollars as filed
CARMAX INC COM143130102Stock78,080$5,247,757dollars as filed
AFLAC INC COM001055102Stock44,200$4,661,332dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock38,070$4,349,497dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock17,225$4,186,192dollars as filed
AIR PRODS & CHEMS INC009158106COM14,615$4,122,307dollars as filed
Intuit Inc.461202103COM5,170$4,072,047dollars as filed
WEX INC96208T104COM27,674$4,065,034dollars as filed
PepsiCo,Inc.713448108COM28,370$3,745,975dollars as filed
General Electric Company369604301COM14,336$3,689,879dollars as filed
OMNICOM GROUP INC COM681919106Stock50,835$3,657,070dollars as filed
DORMAN PRODS INC258278100COM27,900$3,422,493dollars as filed
CINTAS CORP COM172908105Stock13,800$3,075,606dollars as filed
Thermo Fisher Scientific Inc.883556102COM7,526$3,051,492dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock36,922$3,005,820dollars as filed
AFFILIATED MANAGERS GROUP COM008252108Stock15,096$2,970,440dollars as filed
BECTON DICKINSON & CO075887109COM16,232$2,795,962dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock34,184$2,762,067dollars as filed
CHEESECAKE FACTORY INC163072101COM43,325$2,714,744dollars as filed
Gilead Sciences,Inc.375558103COM24,400$2,705,228dollars as filed
STATE STR CORP COM857477103Stock22,001$2,339,586dollars as filed
Microsoft Corp594918104COM4,567$2,271,671dollars as filed
WORKDAY INC CL A98138H101Stock9,391$2,253,840dollars as filed
GEN DIGITAL INC COM668771108Stock75,950$2,232,930dollars as filed
Johnson & Johnson478160104COM14,585$2,227,859dollars as filed
GE Vernova Inc.36828A101COM3,571$1,889,859dollars as filed
Abbott Laboratories002824100COM13,805$1,877,618dollars as filed
MOODYS CORP COM615369105Stock3,679$1,845,350dollars as filed
SPY78462F103SHS2,679$1,655,220dollars as filed
BORGWARNER INC COM099724106Stock46,530$1,557,824dollars as filed
EQUIFAX INC COM294429105Stock5,885$1,526,392dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A2$1,457,600dollars as filed
ISHARES TR464287465MSCI EAFE ETF15,065$1,346,660dollars as filed
SYSCOCORP871829107COM16,360$1,239,106dollars as filed
PAYPALHLDGSINC70450Y103STOK15,150$1,125,948dollars as filed
AbbVie,Inc.00287Y109COM5,975$1,109,079dollars as filed
JPMorgan Chase & Co46625H100COM3,432$994,971dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS1,750$991,340dollars as filed
BOOT BARN HLDGS INC099406100COM6,321$960,792dollars as filed
VWO922042858SHS18,980$938,751dollars as filed
Adobe Inc00724F101COM2,332$902,204dollars as filed
Procter & Gamble Co742718109COM5,351$852,521dollars as filed
SCOTTS MIRACLE-GRO CO810186106CL A11,525$760,189dollars as filed
TRACTOR SUPPLY CO COM892356106Stock13,250$699,202dollars as filed
PHINIA INC71880K101COMMON STOCK14,726$655,160dollars as filed
Medtronic PlcG5960L103COM7,300$636,341dollars as filed
Amgen Inc.031162100COM2,200$614,262dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock8,188$606,522dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock4,575$601,406dollars as filed
GENTEX CORP COM371901109Stock26,300$578,337dollars as filed
EXXON MOBIL CORP30231G102COM5,175$557,865dollars as filed
WALGREENS BOOTS ALLIANCE INC931427108COM45,550$522,914dollars as filed
ECOLAB INC COM278865100Stock1,680$452,659dollars as filed
Visa Inc92826C839COM1,247$442,747dollars as filed
Costco Wholesale Corporation22160K105COM408$403,896dollars as filed
MasterCard, Inc57636Q104COM665$373,624dollars as filed
IRON MTN INC DEL COM46284V101REIT3,500$358,995dollars as filed
KNIGHT-SWIFT TRANSN HLDGS IN499049104CL A7,705$340,792dollars as filed
Berkshire Hathaway Inc084670702COM700$340,039dollars as filed
Pfizer Inc.717081103COM12,043$291,922dollars as filed
PAYCHEX INC704326107COM2,000$290,920dollars as filed
FISERV INC337738108COM1,604$276,546dollars as filed
WESTERN UN CO COM959802109Stock31,533$265,508dollars as filed
META PLATFORMS INC CL A30303M102COM355$262,207dollars as filed
NORTHERN TR CORP COM665859104Stock2,000$253,580dollars as filed
Lowes Companies,Inc.548661107COM1,060$235,182dollars as filed
Morgan Stanley617446448COM1,461$205,796dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000905729-25-000135this filing2025-08-11acceptance time not in the bulk data set