Filed: 11/14/2025ACC: 0000905729-25-000185
📋 What this filing means
LONG ROAD INVESTMENT COUNSEL, LLC filed this quarterly 13F‑HR report disclosing 80 equity positions with a total reported market value of $282.53M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
80
Positions
$282.53M
Total AUM (reported)
2.01M
Total Shares
Allocation by class
COM$277.27M98.1%
ETF$5.26M1.9%
Portfolio Concentration
Top 3$70.05M24.8%
4–10$77.87M27.6%
11–25$68.54M24.3%
Rest$66.06M23.4%
Top 3 weight
24.8%
Top 10 weight
52.4%
Voting Authority Distribution
Total shares with voting rights: 2.01M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
2.01M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole80
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings80
Rows:
O REILLY AUTO
SOLEShares319.52K
TypeSH
Market value$34.45M
12.19%
Sole
0.00
Shared
0.00
None
319.52K
ORACLE
SOLEShares70.80K
TypeSH
Market value$19.91M
7.05%
Sole
0.00
Shared
0.00
None
70.80K
STRYKER
SOLEShares42.46K
TypeSH
Market value$15.69M
5.56%
Sole
0.00
Shared
0.00
None
42.46K
ADP
SOLEShares52.93K
TypeSH
Market value$15.53M
5.50%
Sole
0.00
Shared
0.00
None
52.93K
FASTENAL
SOLEShares245.99K
TypeSH
Market value$12.06M
4.27%
Sole
0.00
Shared
0.00
None
245.99K
ALPHABET CL C
SOLEShares48.86K
TypeSH
Market value$11.90M
4.21%
Sole
0.00
Shared
0.00
None
48.86K
ALPHABET CL A
SOLEShares48.51K
TypeSH
Market value$11.79M
4.17%
Sole
0.00
Shared
0.00
None
48.51K
ILLINOIS TOOL WORKS INC
SOLEShares39.03K
TypeSH
Market value$10.18M
3.60%
Sole
0.00
Shared
0.00
None
39.03K
INTERCONTINENTALEXCHANGE GROUP
SOLEShares49.98K
TypeSH
Market value$8.42M
2.98%
Sole
0.00
Shared
0.00
None
49.98K
APPLE
SOLEShares31.35K
TypeSH
Market value$7.98M
2.83%
Sole
0.00
Shared
0.00
None
31.35K
IDEXX LABS
SOLEShares11.08K
TypeSH
Market value$7.08M
2.51%
Sole
0.00
Shared
0.00
None
11.08K
RB GLOBAL
SOLEShares56.52K
TypeSH
Market value$6.12M
2.17%
Sole
0.00
Shared
0.00
None
56.52K
STARBUCKS
SOLEShares67.57K
TypeSH
Market value$5.72M
2.02%
Sole
0.00
Shared
0.00
None
67.57K
AFLAC
SOLEShares44.20K
TypeSH
Market value$4.94M
1.75%
Sole
0.00
Shared
0.00
None
44.20K
EXPEDITORS
SOLEShares38.07K
TypeSH
Market value$4.67M
1.65%
Sole
0.00
Shared
0.00
None
38.07K
WEX
SOLEShares27.67K
TypeSH
Market value$4.36M
1.54%
Sole
0.00
Shared
0.00
None
27.67K
DORMAN PRODUCTS
SOLEShares27.90K
TypeSH
Market value$4.35M
1.54%
Sole
0.00
Shared
0.00
None
27.90K
GE AEROSPACE
SOLEShares14.34K
TypeSH
Market value$4.31M
1.53%
Sole
0.00
Shared
0.00
None
14.34K
OMNICOM
SOLEShares50.84K
TypeSH
Market value$4.14M
1.47%
Sole
0.00
Shared
0.00
None
50.85K
BROADRIDGE
SOLEShares17.23K
TypeSH
Market value$4.10M
1.45%
Sole
0.00
Shared
0.00
None
17.23K
AIR PRODUCTS
SOLEShares14.62K
TypeSH
Market value$3.99M
1.41%
Sole
0.00
Shared
0.00
None
14.62K
PEPSICO
SOLEShares28.37K
TypeSH
Market value$3.98M
1.41%
Sole
0.00
Shared
0.00
None
28.37K
THERMO FISHER
SOLEShares7.53K
TypeSH
Market value$3.65M
1.29%
Sole
0.00
Shared
0.00
None
13.25K
AFFILIATED MANAGERS GROUP
SOLEShares15.10K
TypeSH
Market value$3.60M
1.27%
Sole
0.00
Shared
0.00
None
15.10K
INTUIT SOFTWARE
SOLEShares5.17K
TypeSH
Market value$3.53M
1.25%
Sole
0.00
Shared
0.00
None
5.17K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
O REILLY AUTOSOLE | COM | 319.52K | SH | $34.45M 12.19% | 0.00 | 0.00 | 319.52K |
ORACLESOLE | COM | 70.80K | SH | $19.91M 7.05% | 0.00 | 0.00 | 70.80K |
STRYKERSOLE | COM | 42.46K | SH | $15.69M 5.56% | 0.00 | 0.00 | 42.46K |
ADPSOLE | COM | 52.93K | SH | $15.53M 5.50% | 0.00 | 0.00 | 52.93K |
FASTENALSOLE | COM | 245.99K | SH | $12.06M 4.27% | 0.00 | 0.00 | 245.99K |
ALPHABET CL CSOLE | COM | 48.86K | SH | $11.90M 4.21% | 0.00 | 0.00 | 48.86K |
ALPHABET CL ASOLE | COM | 48.51K | SH | $11.79M 4.17% | 0.00 | 0.00 | 48.51K |
ILLINOIS TOOL WORKS INCSOLE | COM | 39.03K | SH | $10.18M 3.60% | 0.00 | 0.00 | 39.03K |
INTERCONTINENTALEXCHANGE GROUPSOLE | COM | 49.98K | SH | $8.42M 2.98% | 0.00 | 0.00 | 49.98K |
APPLESOLE | COM | 31.35K | SH | $7.98M 2.83% | 0.00 | 0.00 | 31.35K |
IDEXX LABSSOLE | COM | 11.08K | SH | $7.08M 2.51% | 0.00 | 0.00 | 11.08K |
RB GLOBALSOLE | COM | 56.52K | SH | $6.12M 2.17% | 0.00 | 0.00 | 56.52K |
STARBUCKSSOLE | COM | 67.57K | SH | $5.72M 2.02% | 0.00 | 0.00 | 67.57K |
AFLACSOLE | COM | 44.20K | SH | $4.94M 1.75% | 0.00 | 0.00 | 44.20K |
EXPEDITORSSOLE | COM | 38.07K | SH | $4.67M 1.65% | 0.00 | 0.00 | 38.07K |
WEXSOLE | COM | 27.67K | SH | $4.36M 1.54% | 0.00 | 0.00 | 27.67K |
DORMAN PRODUCTSSOLE | COM | 27.90K | SH | $4.35M 1.54% | 0.00 | 0.00 | 27.90K |
GE AEROSPACESOLE | COM | 14.34K | SH | $4.31M 1.53% | 0.00 | 0.00 | 14.34K |
OMNICOMSOLE | COM | 50.84K | SH | $4.14M 1.47% | 0.00 | 0.00 | 50.85K |
BROADRIDGESOLE | COM | 17.23K | SH | $4.10M 1.45% | 0.00 | 0.00 | 17.23K |
AIR PRODUCTSSOLE | COM | 14.62K | SH | $3.99M 1.41% | 0.00 | 0.00 | 14.62K |
PEPSICOSOLE | COM | 28.37K | SH | $3.98M 1.41% | 0.00 | 0.00 | 28.37K |
THERMO FISHERSOLE | COM | 7.53K | SH | $3.65M 1.29% | 0.00 | 0.00 | 13.25K |
AFFILIATED MANAGERS GROUPSOLE | COM | 15.10K | SH | $3.60M 1.27% | 0.00 | 0.00 | 15.10K |
INTUIT SOFTWARESOLE | COM | 5.17K | SH | $3.53M 1.25% | 0.00 | 0.00 | 5.17K |
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