Long Road Investment Counsel, LLC
•CIK: 1620081•Filing: Q4 2025
**Long Road Investment Counsel, LLC** manages $264M across a diversified portfolio of 79 positions. The firm maintains significant exposure to technology and industrials, highlighted by top holdings including ORLY at $26.9M and SYK at $15.0M. Further concentration is evident in mega-cap tech names, with combined exposure to GOOG and GOOGL exceeding $29M. This structure suggests a conviction-driven approach targeting established growth sectors.
Total AUM
$264.0M
QoQ Performance
-6.6%
Positions
79
Top 10 Concentration
49.7%
Latest Filing
Q4 2025
Top Holdings Allocation
ORLY
SYK
GOOG
ALPH
ORLY10.2%
SYK5.7%
GOOG5.7%
ALPHABET5.4%
ADP5.0%
ORACLE4.8%
FAST3.7%
ITW3.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other76.4%
Technology10.3%
Healthcare5.7%
Consumer2.3%
Industrial1.7%
Materials1.5%
Consumer Staples1.5%
Financial0.8%
🚪 Exited Positionssold since Q3 2025
—
FIDELITY NATL INFORMATION SVCS
SOLD
$2.4M
—
GE VERONA
SOLD
$2.2M
+4 more exited positions
Changes from Q3 2025
NEW8 new positions
↑19 increased
↓33 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023