StockDriftsStockDriftsTop 50 Long Road Investment Counsel, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTO | 10.98% | 303.3K | $28.0M | +2.88%(+8.50K) | $19.13(+371.82%) | 2026-03-31 | |
| SYK | STRYKER | 5.53% | 43.0K | $14.1M | +0.94%(+401) | $110.64(+195.14%) | 2026-03-31 | |
| GOOG | ALPHABET CL C | 5.49% | 48.8K | $14.0M | +2.52%(+1.20K) | $87.05(+309.18%) | 2026-03-31 | |
| FAST | FASTENAL | 4.51% | 248.0K | $11.5M | +2.65%(+6.40K) | $17.21(+182.39%) | 2026-03-31 | |
| ADP | ADP | 4.26% | 53.4K | $10.9M | +4.36%(+2.23K) | $107.83(+124.67%) | 2026-03-31 | |
| ITW | ITW | 3.94% | 38.6K | $10.0M | +2.66%(+1.00K) | $116.17(+134.80%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.9% | 29.1K | $7.4M | +10.65%(+2.80K) | $74.22(+315.84%) | 2026-03-31 | |
| IDXX | IDEXX LABS | 2.49% | 11.3K | $6.4M | +0.00%(+0) | $121.08(+360.68%) | 2026-03-31 | |
| SBUX | STARBUCKS | 2.41% | 68.6K | $6.1M | +5.54%(+3.60K) | $36.37(+186.71%) | 2026-03-31 | |
| EXPD | EXPEDITORS | 2.08% | 37.0K | $5.3M | +0.00%(+0) | $46.14(+263.20%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.99% | +25.92% |
| Top 20 Holdings Unweighted | +6.41% | +20.50% |
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