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Latest Long Road Investment Counsel, LLC Stock Portfolio

$255Million– No. of Holdings #78

Long Road Investment Counsel, LLC Performance:
2026 Q1: -6%YTD: -6%2025: 10.55%
Performance for 2026 Q1 is -6%, and YTD is -6%, and 2025 is 10.55%.

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

On 2026-05-08, the fund reported it's updated stock portfolio. In the 13F Holdings report, Long Road Investment Counsel, LLC reported an equity portfolio of $255 Millions as of 31 Mar, 2026.

The top stock holdings of Long Road Investment Counsel, LLC are ORLY, SYK, GOOG. The fund has invested 11% of it's portfolio in OREILLY AUTO and 5.5% of portfolio in STRYKER.

The fund managers got completely rid off PAYCHEX (PAYX), AMER EXPRESS (AXP) and TESLA MOTOR (TSLA) stocks. They significantly reduced their stock positions in FIDELITY NATL INFORMATION SVCS (FIS). Long Road Investment Counsel, LLC opened new stock positions in WATERS (WAT) and INTEL (INTC). The fund showed a lot of confidence in some stocks as they added substantially to EQUIFAX (EFX), SYSCO CORP (SYY) and PROCTER & GAMBLE (PG).
Long Road Investment Counsel, LLC Equity Portfolio Value
Last Reported on: 08 May, 2026

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 -6% in the last quarter. In trailing 12 months, it's portfolio return was 3.07%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
waters660,880
intel221,312
New stocks bought by Long Road Investment Counsel, LLC

Additions

Ticker% Inc.
equifax42.18
sysco corp30.17
procter & gamble21.52
intuit12.92
abbott labs12.65
abbvie12.34
apple inc10.65
lauder, estee6.16
Additions to existing portfolio by Long Road Investment Counsel, LLC

Reductions

Ticker% Reduced
fidelity natl information svcs-1.07
Long Road Investment Counsel, LLC reduced stake in above stock

Sold off

Ticker$ Sold
paychex-224,360
amer express-211,981
tesla motor-202,374
Long Road Investment Counsel, LLC got rid off the above stocks

Sector Distribution

Long Road Investment Counsel, LLC has about 20.3% of it's holdings in Industrials sector.

  • Industrials
  • Consumer Cyclical
  • Healthcare
  • Technology
  • Communication Services
  • Financial Services
  • Others
  • Consumer Defensive
  • Basic Materials
Sector%
Industrials20.3
Consumer Cyclical17.8
Healthcare15.3
Technology12.8
Communication Services12.3
Financial Services9.7
Others5.1
Consumer Defensive3.9
Basic Materials2.1

Market Cap. Distribution

Long Road Investment Counsel, LLC has about 87.9% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • UNALLOCATED
Category%
LARGE-CAP62.5
MEGA-CAP25.4
MID-CAP7
UNALLOCATED5.1

Stocks belong to which Index?

About 88.1% of the stocks held by Long Road Investment Counsel, LLC either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50085.6
Others11.9
RUSSELL 20002.5
Top 5 Winners (%)%
XOM
exxon mobil corp
41.0 %
BP
bp
35.3 %
ge vernova
33.6 %
IRM
iron mountain
23.1 %
BWA
borg warner
20.4 %
Top 5 Winners ($)$
FAST
fastenal
1.5 M
ge vernova
0.8 M
APD
air products
0.6 M
JNJ
johnson & johnson
0.5 M
ITW
itw
0.5 M
Top 5 Losers (%)%
WDAY
workday
-39.5 %
INTU
intuit
-33.4 %
EL
lauder, estee
-30.8 %
ADBE
adobe
-30.6 %
gen digital
-30.4 %
Top 5 Losers ($)$
ORCL
oracle
-3.1 M
ADP
adp
-2.8 M
GOOG
alphabet cl c
-1.3 M
IDXX
idexx labs
-1.3 M
GOOG
alphabet cl a
-1.2 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 78 stocks in it's portfolio. About 49.8% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. FAST was the most profitable stock for Long Road Investment Counsel, LLC last quarter.

Last Reported on: 08 May, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions