StockDriftsStockDriftsTop 50 Long Road Investment Counsel LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | 10.29% | 303.3K | $27.9M | +0.00%(+0) | $19.13(+376.00%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 6.32% | 48.5K | $17.2M | -0.51%(-250) | $87.05(+293.64%) | 2026-06-30 | |
| SYK | STRYKER CORPORATION | 4.98% | 42.9K | $13.5M | -0.12%(-50) | $110.64(+199.78%) | 2026-06-30 | |
| ADP | AUTOMATIC DATA PROCESSING IN | 4.41% | 53.4K | $12.0M | -0.04%(-20) | $107.83(+148.23%) | 2026-06-30 | |
| FAST | FASTENAL CO | 4.39% | 248.0K | $11.9M | +0.00%(+0) | $17.21(+196.48%) | 2026-06-30 | |
| ITW | ILLINOIS TOOL WKS INC | 3.85% | 38.6K | $10.4M | -0.08%(-30) | $116.17(+149.08%) | 2026-06-30 | |
| AAPL | APPLE INC | 3.1% | 29.1K | $8.4M | +0.00%(+0) | $74.22(+311.46%) | 2026-06-30 | |
| SBUX | STARBUCKS CORP | 2.58% | 68.6K | $7.0M | +0.00%(+0) | $36.37(+196.48%) | 2026-06-30 | |
| RBA | RB GLOBAL INC | 2.5% | 58.1K | $6.8M | +0.00%(+0) | $33.61(+149.10%) | 2026-06-30 | |
| EXPD | EXPEDITORS INTL WASH INC | 2.21% | 36.9K | $6.0M | -0.22%(-80) | $46.14(+303.41%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +8.20% | +26.67% | +5.82% | +32.71% |
| Top 20 Holdings Unweighted | +6.82% | +21.87% | +4.60% | +25.19% |
Long Road Investment Counsel LLC reports $271.33M in US-listed equity holdings across 80 positions in its most recent 13F filing. Its largest disclosed positions are ORLY (10.3%), GOOG (6.3%) and SYK (5.0%). The top 20 holdings account for 61.36% of reported assets. Its disclosed equity book has returned +26.67% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Long Road Investment Counsel LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1620081). View Long Road Investment Counsel LLC’s 13F filings on SEC