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Latest Long Road Investment Counsel, LLC Stock Portfolio

Long Road Investment Counsel, LLC Performance:
2025 Q4: -2.91%YTD: -42.98%2024: 7.84%
Performance for 2025 Q4 is -2.91%, and YTD is -42.98%, and 2024 is 7.84%.

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

On 2026-02-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Long Road Investment Counsel, LLC reported an equity portfolio of $264 Millions as of 31 Dec, 2025.

The top stock holdings of Long Road Investment Counsel, LLC are ORLY, SYK, GOOG. The fund has invested 10.2% of it's portfolio in OREILLY AUTO and 5.7% of portfolio in STRYKER.

The fund managers got completely rid off BERKSHIRE HATHAWAY CL B stocks. They significantly reduced their stock positions in ADOBE (ADBE), EQUIFAX (EFX) and INTUIT (INTU). Long Road Investment Counsel, LLC opened new stock positions in AMER EXPRESS (AXP). The fund showed a lot of confidence in some stocks as they added substantially to COSTCO (COST), KNIGHT-SWIFT TRANSPORTATION (KNX) and LOWES (LOW).

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 -2.91% in the last quarter. In trailing 12 months, it's portfolio return was -42.98%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
amer express211,981
New stocks bought by Long Road Investment Counsel, LLC

Additions

Ticker% Inc.
costco129
knight-swift transportation24.01
lowes23.58
northern trust22.5
visa inc cl a19.25
jpmorgan chase14.57
pfizer8.3
state street spdr s&pmidcap 405.71
Additions to existing portfolio by Long Road Investment Counsel, LLC

Reductions

Ticker% Reduced
adobe-30.02
equifax-29.67
intuit-25.15
ecolab-23.81
sysco-23.18
apple-16.11
abbott labs-12.9
ishares msci eafe etf-11.45
Long Road Investment Counsel, LLC reduced stake in above stock

Sold off

Ticker$ Sold
fiserv-206,804
berkshire hathaway cl b-351,918
Long Road Investment Counsel, LLC got rid off the above stocks

Sector Distribution

Long Road Investment Counsel, LLC has about 19.9% of it's holdings in Industrials sector.

Sector%
Industrials19.9
Consumer Cyclical16.7
Healthcare15.4
Technology14.9
Communication Services12.6
Financial Services9.8
Others4.9
Consumer Defensive3.7
Basic Materials1.8

Market Cap. Distribution

Long Road Investment Counsel, LLC has about 87.8% of it's portfolio invested in the large-cap and mega-cap stocks.

Category%
LARGE-CAP61
MEGA-CAP26.8
MID-CAP6.5
UNALLOCATED4.9

Stocks belong to which Index?

About 88.3% of the stocks held by Long Road Investment Counsel, LLC either belong to S&P 500 or RUSSELL 2000 index.

Index%
S&P 50085.7
Others11.8
RUSSELL 20002.6
Top 5 Winners (%)%
GOOG
alphabet cl c
28.5 %
KNX
knight-swift transportation
28.3 %
GOOG
alphabet cl a
27.8 %
EXPD
expeditors
21.2 %
AMG
affiliated managers group
20.5 %
Top 5 Winners ($)$
GOOG
alphabet cl c
3.4 M
GOOG
alphabet cl a
3.3 M
EXPD
expeditors
1.0 M
AMG
affiliated managers group
0.8 M
TMO
thermo fisher
0.7 M
Top 5 Losers (%)%
ORCL
oracle
-29.3 %
DORM
dorman products
-20.9 %
IRM
iron mountain
-18.6 %
FAST
fastenal
-18.0 %
GNTX
gentex
-17.8 %
Top 5 Losers ($)$
ORCL
oracle
-5.8 M
ORLY
oreilly auto
-5.1 M
FAST
fastenal
-2.2 M
ADP
adp
-1.9 M
DORM
dorman products
-0.9 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 79 stocks in it's portfolio. About 49.7% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Long Road Investment Counsel, LLC last quarter.

Last Reported on: 04 Feb, 2026
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions