Long-term investor
Long Road Investment Counsel, LLC @longroadinvestmentcounse
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001620081).
Record
- Tracked since 2025-06-30 (448 days), 37 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +4.5% · all +4.5%
- Max drawdown n/a · win rate 25% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- ORLY · 10.3% · long · since 2025-06-30
- 02079K107 · 6.3% · long · since 2025-06-30
- GOOGL · 6.1% · long · since 2025-06-30
- SYK · 5.0% · long · since 2025-06-30
- ADP · 4.4% · long · since 2025-06-30
- FAST · 4.4% · long · since 2025-06-30
- ITW · 3.8% · long · since 2025-06-30
- ORCL · 3.5% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- SBUX · 2.6% · long · since 2025-06-30
- RBA · 2.5% · long · since 2025-06-30
- 45866F104 · 2.3% · long · since 2025-06-30