LONG ROAD INVESTMENT COUNSEL, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ORLY | 295K | $26.89M |
 | FAST | 242K | $9.70M |
 | GEN | 74K | $2.01M |
 | SBUX | 65K | $5.47M |
 | ORCL | 64K | $12.56M |
 | RBA | 56K | $5.74M |
 | ADP | 51K | $13.17M |
 | OMC | 50K | $4.06M |
 | ICE | 50K | $8.03M |
 | GOOG | 48K | $14.94M |
 | BWA | 47K | $2.12M |
 | GOOGL | 45K | $14.15M |
 | CAKE | 43K | $2.18M |
 | AFL | 43K | $4.70M |
 | SYK | 43K | $14.96M |
 | ITW | 38K | $9.26M |
 | FIS | 37K | $2.48M |
 | EXPD | 37K | $5.51M |
 | EL | 32K | $3.40M |
 | DORM | 28K | $3.48M |
O'Reilly Automotive, Inc.
ORLY
Shares Held
295K
Value
$26.89M
Fastenal Company
FAST
Shares Held
242K
Value
$9.70M
Gen Digital Inc.
GEN
Shares Held
74K
Value
$2.01M
Starbucks Corporation
SBUX
Shares Held
65K
Value
$5.47M
Oracle Corporation
ORCL
Shares Held
64K
Value
$12.56M
RB Global, Inc.
RBA
Shares Held
56K
Value
$5.74M
Automatic Data Processing, Inc.
ADP
Shares Held
51K
Value
$13.17M
Omnicom Group Inc.
OMC
Shares Held
50K
Value
$4.06M
Intercontinental Exchange, Inc.
ICE
Shares Held
50K
Value
$8.03M
Alphabet Inc.
GOOG
Shares Held
48K
Value
$14.94M
BorgWarner Inc.
BWA
Shares Held
47K
Value
$2.12M
Alphabet Inc.
GOOGL
Shares Held
45K
Value
$14.15M
The Cheesecake Factory Incorporated
CAKE
Shares Held
43K
Value
$2.18M
Aflac Incorporated
AFL
Shares Held
43K
Value
$4.70M
Stryker Corporation
SYK
Shares Held
43K
Value
$14.96M
Illinois Tool Works Inc.
ITW
Shares Held
38K
Value
$9.26M
Fidelity National Information Services, Inc.
FIS
Shares Held
37K
Value
$2.48M
Expeditors International of Washington, Inc.
EXPD
Shares Held
37K
Value
$5.51M
The Estée Lauder Companies Inc.
EL
Shares Held
32K
Value
$3.40M
Dorman Products, Inc.
DORM
Shares Held
28K
Value
$3.48M