Institutional Fund
Long Road Investment Counsel, LLC
Kalamazoo, MICIK 16200815 filings on record
Portfolio Value
$255.03M
Q1 2026
Holdings
78
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-3.4%
from $263.98M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Oreilly Automotive Inc11.0%
- Stryker Corporation5.5%
- Alphabet Inc5.5%
- Alphabet Inc5.2%
- Fastenal Co4.5%
- Automatic Data Processing In4.3%
- Other64.0%
Portfolio Holdings
78 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Oreilly Automotive Inc | 303.3K | $27.99M | 11.0% | +8.5K | Added |
| 2 | Stryker Corporation | 43.0K | $14.12M | 5.5% | +401 | Added |
| 3 | Alphabet Inc | 48.8K | $14.00M | 5.5% | +1.2K | Added |
| 4 | Alphabet Inc | 46.4K | $13.34M | 5.2% | +1.2K | Added |
| 5 | Fastenal Co | 248.0K | $11.51M | 4.5% | +6.4K | Added |
| 6 | Automatic Data Processing In | 53.4K | $10.86M | 4.3% | +2.2K | Added |
| 7 | Illinois Tool Wks Inc | 38.6K | $10.05M | 3.9% | +1.0K | Added |
| 8 | Oracle Corp | 65.6K | $9.66M | 3.8% | +1.2K | Added |
| 9 | Intercontinental Exchange In | 50.7K | $7.98M | 3.1% | +1.1K | Added |
| 10 | Apple Inc | 29.1K | $7.39M | 2.9% | +2.8K | Added |
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