LONG ROAD INVESTMENT COUNSEL, LLC

PrivateCIK: 1620081
Location

KALAMAZOO, MI

78
Positions
$255.03M
Total AUM (reported)
2M
Total Shares

Allocation by class

TOTAL AUM$255.03M78 positions
COM$249.77M97.9%
ETF$5.26M2.1%

Portfolio Concentration

Top 322.0%4–1027.8%11–2526.5%Rest23.7%TOP 1049.8%0%100%
Top 3$56.11M22.0%
4–10$70.78M27.8%
11–25$67.60M26.5%
Rest$60.54M23.7%

Top 3 weight

22.0%

Top 10 weight

49.8%

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)

Sole78
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings78
Rows:

OREILLY AUTO

SOLE
COM
Shares303.26K
TypeSH
Market value$27.99M
10.98%
Sole
0.00
Shared
0.00
None
303.26K

STRYKER

SOLE
COM
Shares42.96K
TypeSH
Market value$14.12M
5.53%
Sole
0.00
Shared
0.00
None
42.96K

ALPHABET CL C

SOLE
COM
Shares48.80K
TypeSH
Market value$14.00M
5.49%
Sole
0.00
Shared
0.00
None
48.80K

ALPHABET CL A

SOLE
COM
Shares46.41K
TypeSH
Market value$13.34M
5.23%
Sole
0.00
Shared
0.00
None
46.41K

FASTENAL

SOLE
COM
Shares247.99K
TypeSH
Market value$11.51M
4.51%
Sole
0.00
Shared
0.00
None
247.99K

ADP

SOLE
COM
Shares53.43K
TypeSH
Market value$10.86M
4.26%
Sole
0.00
Shared
0.00
None
53.43K

ITW

SOLE
COM
Shares38.61K
TypeSH
Market value$10.05M
3.94%
Sole
0.00
Shared
0.00
None
38.61K

ORACLE

SOLE
COM
Shares65.64K
TypeSH
Market value$9.66M
3.79%
Sole
0.00
Shared
0.00
None
65.64K

INTERCONTINENTAL EXCHANGE

SOLE
COM
Shares50.73K
TypeSH
Market value$7.98M
3.13%
Sole
0.00
Shared
0.00
None
50.73K

APPLE INC

SOLE
COM
Shares29.10K
TypeSH
Market value$7.39M
2.90%
Sole
0.00
Shared
0.00
None
29.10K

IDEXX LABS

SOLE
COM
Shares11.31K
TypeSH
Market value$6.35M
2.49%
Sole
0.00
Shared
0.00
None
11.31K

STARBUCKS

SOLE
COM
Shares68.57K
TypeSH
Market value$6.14M
2.41%
Sole
0.00
Shared
0.00
None
68.57K

RB GLOBAL

SOLE
COM
Shares58.14K
TypeSH
Market value$5.57M
2.19%
Sole
0.00
Shared
0.00
None
58.14K

EXPEDITORS

SOLE
COM
Shares36.95K
TypeSH
Market value$5.29M
2.08%
Sole
0.00
Shared
0.00
None
36.95K

AFLAC

SOLE
COM
Shares44.65K
TypeSH
Market value$4.90M
1.92%
Sole
0.00
Shared
0.00
None
44.65K

PEPSICO

SOLE
COM
Shares28.65K
TypeSH
Market value$4.45M
1.74%
Sole
0.00
Shared
0.00
None
28.65K

AIR PRODUCTS

SOLE
COM
Shares14.96K
TypeSH
Market value$4.35M
1.70%
Sole
0.00
Shared
0.00
None
14.96K

AFFILIATED MANAGERS GROUP

SOLE
COM
Shares15.58K
TypeSH
Market value$4.31M
1.69%
Sole
0.00
Shared
0.00
None
15.58K

WEX

SOLE
COM
Shares28.03K
TypeSH
Market value$4.29M
1.68%
Sole
0.00
Shared
0.00
None
28.03K

GE AEROSPACE

SOLE
COM
Shares14.32K
TypeSH
Market value$4.06M
1.59%
Sole
0.00
Shared
0.00
None
14.32K

OMNICOM

SOLE
COM
Shares51.50K
TypeSH
Market value$3.88M
1.52%
Sole
0.00
Shared
0.00
None
51.50K

THERMO FISHER SCIENTIFIC

SOLE
COM
Shares7.71K
TypeSH
Market value$3.79M
1.49%
Sole
0.00
Shared
0.00
None
7.71K

JOHNSON & JOHNSON

SOLE
COM
Shares14.79K
TypeSH
Market value$3.62M
1.42%
Sole
0.00
Shared
0.00
None
14.79K

GILEAD SCIENCES

SOLE
COM
Shares24.95K
TypeSH
Market value$3.48M
1.36%
Sole
0.00
Shared
0.00
None
24.95K

GE VERNOVA

SOLE
COM
Shares3.57K
TypeSH
Market value$3.12M
1.22%
Sole
0.00
Shared
0.00
None
3.57K
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