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Latest Long Road Investment Counsel, LLC Stock Portfolio

Long Road Investment Counsel, LLC Performance:
2025 Q3: 8.33%YTD: -41.27%2024: 7.84%
Performance for 2025 Q3 is 8.33%, and YTD is -41.27%, and 2024 is 7.84%.

About Long Road Investment Counsel, LLC and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, Long Road Investment Counsel, LLC reported an equity portfolio of $282.5 Millions as of 30 Sep, 2025.

The top stock holdings of Long Road Investment Counsel, LLC are ORLY, ORCL, SYK. The fund has invested 12.2% of it's portfolio in O REILLY AUTO and 7% of portfolio in ORACLE.

The fund managers got completely rid off WALGREENS (WBA) and WESTERN UNION (WU) stocks. They significantly reduced their stock positions in CARMAX (KMX), ACCENTURE (ACN) and O REILLY AUTO (ORLY). Long Road Investment Counsel, LLC opened new stock positions in BP and TESLA MOTOR (TSLA). The fund showed a lot of confidence in some stocks as they added substantially to GE VERONA.

Long Road Investment Counsel, LLC Annual Return Estimates Vs S&P 500

Our best estimate is that Long Road Investment Counsel, LLC made a return of 8.33% in the last quarter. In trailing 12 months, it's portfolio return was -42.47%.

New Buys

Ticker$ Bought
bp203,314
tesla motor200,124
New stocks bought by Long Road Investment Counsel, LLC

Additions

Ticker% Inc.
ge verona0.03
Additions to existing portfolio by Long Road Investment Counsel, LLC

Reductions

Ticker% Reduced
carmax-66.34
accenture-60.07
o reilly auto-3.55
intercontinentalexchange group-0.99
oracle-0.56
Long Road Investment Counsel, LLC reduced stake in above stock

Sold off

Ticker$ Sold
walgreens-522,914
western union-265,508
Long Road Investment Counsel, LLC got rid off the above stocks

Sector Distribution

Long Road Investment Counsel, LLC has about 20.7% of it's holdings in Industrials sector.

Sector%
Industrials20.7
Consumer Cyclical18.8
Technology17.5
Healthcare14.1
Communication Services9.9
Financial Services8.7
Others4.7
Consumer Defensive3.4
Basic Materials1.8

Market Cap. Distribution

Long Road Investment Counsel, LLC has about 88.4% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP62.8
MEGA-CAP25.6
MID-CAP6.1
UNALLOCATED4.7

Stocks belong to which Index?

About 88.8% of the stocks held by Long Road Investment Counsel, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50086.1
Others11.1
RUSSELL 20002.7
Top 5 Winners (%)%
GOOG
alphabet cl a
37.9 %
GOOG
alphabet cl c
37.3 %
BWA
borg warner
31.3 %
phinia
29.2 %
GNTX
gentex
28.7 %
Top 5 Winners ($)$
ORLY
o reilly auto
5.8 M
ORCL
oracle
4.4 M
GOOG
alphabet cl a
3.2 M
GOOG
alphabet cl c
3.2 M
FAST
fastenal
1.7 M
Top 5 Losers (%)%
fiserv
-25.2 %
KMX
carmax
-22.2 %
FIS
fidelity natl information svcs
-19.0 %
SMG
scotts miracle-gro co cl a
-13.7 %
INTU
intuit software
-13.3 %
Top 5 Losers ($)$
KMX
carmax
-1.2 M
SYK
stryker
-1.1 M
ADP
adp
-0.8 M
ICE
intercontinentalexchange group
-0.8 M
ACN
accenture
-0.7 M

Long Road Investment Counsel, LLC Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Long Road Investment Counsel, LLC

Long Road Investment Counsel, LLC has 80 stocks in it's portfolio. About 52.4% of the portfolio is in top 10 stocks. KMX proved to be the most loss making stock for the portfolio. ORLY was the most profitable stock for Long Road Investment Counsel, LLC last quarter.

Last Reported on: 14 Nov, 2025
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions