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Long Road Investment Counsel, LLC
Long Road Investment Counsel, LLC is an employee-owned investment management company. It provides services to high net worth individuals, trusts, estates, and charitable institutions. The firm manages separate client-focused equity and fixed income portfolios.
Investment Strategy
LRIC employs fundamental analysis to make its investments. It typically invests in growth stocks for equity portfolios and in corporate debt securities, certificates of deposit, municipal securities, and U.S. government and agency securities for fixed income portfolios.
Latest 13F Filing Activity
Long Road Investment Counsel, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 80 equity positions with a total 13F market value of $268M. The fund increased holdings in Oracle, Idexx Labs, Alphabet CL C among other positions. Long Road Investment Counsel, LLC reduced exposure to O Reilly Automotive, Apple Inc., Becton Dickinson among others.
Top Holdings
Equity Positions (80)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
O ORLY | O REILLY AUTOMOTIVE | 11.15% | $29.9M | 331,295 | $100.80 | $90.13 | -$1.9M |
S SYK | STRYKER | 6.27% | $16.8M | 42,456 | $113.73 | $395.63 | +$955.4K |
A ADP | ADP | 6.10% | $16.3M | 52,929 | $106.08 | $308.40 | +$60.2K |
O ORCL | ORACLE | 5.81% | $15.6M | 71,203 | $51.43 | $218.63 | +$5.5M |
F FAST | FASTENAL | 3.86% | $10.3M | 245,990 | $37.75 | $42.00 | +$638.2K |
Industry Allocation
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