Long Road Investment Counsel, LLC: 13F holdings
CIK 16200812026Q2
| Positions | 80 |
|---|
| Reported value | $271.3m |
|---|
| Filed | 2026-08-14 |
|---|
Change since last quarter
| Positions | 80 (+2 vs prior quarter) |
|---|
| Reported value | $271.3m (+6.4%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| ORLY OREILLY AUTOMOTIVE INC | 303,265 | $27.9m | 10.3% |
| GOOG ALPHABET INC | 48,549 | $17.2m | 6.3% |
| GOOGL ALPHABET CL A | 46,405 | $16.6m | 6.1% |
| SYK STRYKER CORPORATION | 42,907 | $13.5m | 5.0% |
| ADP AUTOMATIC DATA PROCESSING IN | 53,409 | $12.0m | 4.4% |
| FAST FASTENAL CO | 247,990 | $11.9m | 4.4% |
| ITW ILLINOIS TOOL WKS INC | 38,576 | $10.4m | 3.8% |
| ORCL ORACLE | 65,589 | $9.6m | 3.5% |
| AAPL APPLE INC | 29,100 | $8.4m | 3.1% |
| SBUX STARBUCKS CORP | 68,570 | $7.0m | 2.6% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1620081")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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