LONG ROAD INVESTMENT COUNSEL, LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORLY | 303K | $27.99M |
 | FAST | 248K | $11.51M |
 | GEN | 76K | $1.44M |
 | SBUX | 69K | $6.14M |
 | ORCL | 66K | $9.66M |
 | RBA | 58K | $5.57M |
 | ADP | 53K | $10.86M |
 | OMC | 52K | $3.88M |
 | ICE | 51K | $7.98M |
 | GOOG | 49K | $14.00M |
 | BWA | 47K | $2.55M |
 | GOOGL | 46K | $13.34M |
 | AFL | 45K | $4.90M |
 | CAKE | 44K | $2.40M |
 | SYK | 43K | $14.12M |
 | ITW | 39K | $10.05M |
 | FIS | 37K | $1.73M |
 | EXPD | 37K | $5.29M |
 | EL | 34K | $2.47M |
 | AAPL | 29K | $7.39M |
O'Reilly Automotive, Inc.
ORLY
Shares Held
303K
Value
$27.99M
Fastenal Company
FAST
Shares Held
248K
Value
$11.51M
Gen Digital Inc.
GEN
Shares Held
76K
Value
$1.44M
Starbucks Corporation
SBUX
Shares Held
69K
Value
$6.14M
Oracle Corporation
ORCL
Shares Held
66K
Value
$9.66M
RB Global, Inc.
RBA
Shares Held
58K
Value
$5.57M
Automatic Data Processing, Inc.
ADP
Shares Held
53K
Value
$10.86M
Omnicom Group Inc.
OMC
Shares Held
52K
Value
$3.88M
Intercontinental Exchange, Inc.
ICE
Shares Held
51K
Value
$7.98M
Alphabet Inc.
GOOG
Shares Held
49K
Value
$14.00M
BorgWarner Inc.
BWA
Shares Held
47K
Value
$2.55M
Alphabet Inc.
GOOGL
Shares Held
46K
Value
$13.34M
Aflac Incorporated
AFL
Shares Held
45K
Value
$4.90M
The Cheesecake Factory Incorporated
CAKE
Shares Held
44K
Value
$2.40M
Stryker Corporation
SYK
Shares Held
43K
Value
$14.12M
Illinois Tool Works Inc.
ITW
Shares Held
39K
Value
$10.05M
Fidelity National Information Services, Inc.
FIS
Shares Held
37K
Value
$1.73M
Expeditors International of Washington, Inc.
EXPD
Shares Held
37K
Value
$5.29M
The Estée Lauder Companies Inc.
EL
Shares Held
34K
Value
$2.47M
Apple Inc.
AAPL
Shares Held
29K
Value
$7.39M