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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 2025-12-31, filed 2026-02-04, with 79 holding rows worth $263,980,288.

Accession
0000905729-26-000033
Filer
CIK 1620081
Filed
2026-02-04
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2025

A holdings report, 79 entries on the cover page, a total value of $263,980,288 stated on the cover page (in dollars after the unit check, H1), rows summing to $263,980,288 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 COM67103H107Stock294,765$26,885,516dollars as filed
Stryker Corporation863667101COM42,556$14,957,157dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM47,599$14,936,599dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM45,205$14,149,165dollars as filed
Automatic Data Processing,Inc.053015103COM51,195$13,168,890dollars as filed
Oracle Corporation68389X105COM64,439$12,559,805dollars as filed
FASTENAL CO COM311900104Stock241,590$9,695,007dollars as filed
ILLINOIS TOOL WKS INC452308109COM37,606$9,262,358dollars as filed
Intercontinental Exchange,Inc.45866F104COM49,585$8,030,787dollars as filed
IDEXX LABS INC COM45168D104Stock11,307$7,649,525dollars as filed
Apple Inc037833100COM26,300$7,149,918dollars as filed
RB GLOBAL INC COM74935Q107Stock55,840$5,744,261dollars as filed
EXPEDITORS INTL WASH INC COM302130109Stock36,955$5,506,665dollars as filed
Starbucks Corporation855244109COM64,970$5,471,124dollars as filed
AFLAC INC COM001055102Stock42,650$4,703,015dollars as filed
AFFILIATED MANAGERS GROUP COM008252108Stock15,581$4,491,691dollars as filed
Thermo Fisher Scientific Inc.883556102COM7,711$4,468,139dollars as filed
General Electric Company369604301COM14,324$4,412,145dollars as filed
WEX INC96208T104COM27,434$4,087,117dollars as filed
OMNICOM GROUP INC COM681919106Stock50,303$4,061,967dollars as filed
PepsiCo,Inc.713448108COM27,184$3,901,448dollars as filed
BROADRIDGE FINL SOLUTIONS INC COM11133T103Stock16,950$3,782,731dollars as filed
AIR PRODS & CHEMS INC009158106COM14,660$3,621,313dollars as filed
DORMAN PRODS INC258278100COM28,250$3,480,117dollars as filed
LAUDER ESTEE COS INC CL A518439104Stock32,484$3,401,724dollars as filed
BECTON DICKINSON & CO075887109COM16,049$3,114,629dollars as filed
Johnson & Johnson478160104COM14,395$2,979,045dollars as filed
Gilead Sciences,Inc.375558103COM23,950$2,939,623dollars as filed
STATE STR CORP COM857477103Stock22,001$2,838,349dollars as filed
CINTAS CORP COM172908105Stock13,800$2,595,366dollars as filed
Intuit Inc.461202103COM3,870$2,563,565dollars as filed
FIDELITY NATL INFORMATION SVCS COM31620M106Stock37,372$2,483,743dollars as filed
GE Vernova Inc.36828A101COM3,569$2,332,918dollars as filed
Microsoft Corp594918104COM4,567$2,208,693dollars as filed
CHEESECAKE FACTORY INC163072101COM43,120$2,176,698dollars as filed
BORGWARNER INC COM099724106Stock47,030$2,119,172dollars as filed
WORKDAY INC CL A98138H101Stock9,391$2,016,999dollars as filed
GEN DIGITAL INC COM668771108Stock73,925$2,010,021dollars as filed
Accenture Plc Class AG1151C101COM7,375$1,978,712dollars as filed
MOODYS CORP COM615369105Stock3,679$1,879,417dollars as filed
SPY78462F103SHS2,679$1,826,864dollars as filed
BERKSHIRE HATHAWAY INC DEL084670108CL A2$1,509,600dollars as filed
Abbott Laboratories002824100COM12,024$1,506,487dollars as filed
AbbVie,Inc.00287Y109COM5,639$1,288,455dollars as filed
ISHARES TR464287465MSCI EAFE ETF13,340$1,281,040dollars as filed
JPMorgan Chase & Co46625H100COM3,932$1,266,969dollars as filed
BOOT BARN HLDGS INC099406100COM6,471$1,141,937dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS1,850$1,116,068dollars as filed
VWO922042858SHS18,680$1,004,237dollars as filed
PHINIA INC71880K101COMMON STOCK14,826$929,442dollars as filed
CARMAX INC COM143130102Stock23,980$926,587dollars as filed
SYSCOCORP871829107COM12,568$926,136dollars as filed
EQUIFAX INC COM294429105Stock4,139$898,080dollars as filed
PAYPALHLDGSINC70450Y103STOK15,300$893,214dollars as filed
Costco Wholesale Corporation22160K105COM938$808,875dollars as filed
Amgen Inc.031162100COM2,200$720,082dollars as filed
Medtronic PlcG5960L103COM7,300$701,238dollars as filed
Procter & Gamble Co742718109COM4,815$690,038dollars as filed
SCOTTS MIRACLE-GRO CO810186106CL A11,675$681,236dollars as filed
GE HEALTHCARE TECHNOLOGIES INC COMMON STOCK36266G107Stock8,209$673,343dollars as filed
TRACTOR SUPPLY CO COM892356106Stock13,250$662,632dollars as filed
GENTEX CORP COM371901109Stock26,300$612,001dollars as filed
JACOBS SOLUTIONS INC COM46982L108Stock4,575$606,027dollars as filed
EXXON MOBIL CORP30231G102COM4,849$583,529dollars as filed
Adobe Inc00724F101COM1,632$571,184dollars as filed
Visa Inc92826C839COM1,487$521,506dollars as filed
KNIGHT-SWIFT TRANSN HLDGS IN499049104CL A9,555$499,535dollars as filed
MasterCard, Inc57636Q104COM665$379,635dollars as filed
ECOLAB INC COM278865100Stock1,280$336,026dollars as filed
NORTHERN TR CORP COM665859104Stock2,450$334,645dollars as filed
Pfizer Inc.717081103COM13,043$324,771dollars as filed
Lowes Companies,Inc.548661107COM1,310$315,920dollars as filed
IRON MTN INC DEL COM46284V101REIT3,500$290,325dollars as filed
Morgan Stanley617446448COM1,461$259,371dollars as filed
META PLATFORMS INC CL A30303M102COM355$234,497dollars as filed
PAYCHEX INC704326107COM2,000$224,360dollars as filed
American Express Company025816109COM573$211,981dollars as filed
BP PLC SPONSORED ADR055622104ADR5,900$204,907dollars as filed
Tesla Motors, Inc88160R101COM450$202,374dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0000905729-26-000033this filing2026-02-04acceptance time not in the bulk data set