Long Road Investment Counsel, LLC 13F 持仓 · 2026年Q2
Long Road Investment Counsel 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 80 只证券，申报市值合计 2.71 亿美元。前几大持仓：ORLY（10.29%）、GOOG（6.32%）、GOOGL（6.11%）。本季前 25 大持仓中：减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | ORLY | OREILLY AUTOMOTIVE INC | $27.9M | 10.29% | 303,265 | 持平 |
| 2 | GOOG | ALPHABET INC | $17.2M | 6.32% | 48,549 | 减持 |
| 3 | GOOGL | ALPHABET CL A | $16.6M | 6.11% | 46,405 | 持平 |
| 4 | SYK | STRYKER CORPORATION | $13.5M | 4.98% | 42,907 | 减持 |
| 5 | ADP | AUTOMATIC DATA PROCESSING IN | $12.0M | 4.41% | 53,409 | 减持 |
| 6 | FAST | FASTENAL CO | $11.9M | 4.39% | 247,990 | 持平 |
| 7 | ITW | ILLINOIS TOOL WKS INC | $10.4M | 3.85% | 38,576 | 减持 |
| 8 | ORCL | ORACLE | $9.6M | 3.54% | 65,589 | 减持 |
| 9 | AAPL | APPLE INC | $8.4M | 3.10% | 29,100 | 持平 |
| 10 | SBUX | STARBUCKS CORP | $7.0M | 2.58% | 68,570 | 持平 |
| 11 | RBA | RB GLOBAL INC | $6.8M | 2.50% | 58,140 | 持平 |
| 12 | ICE | ICE | $6.2M | 2.30% | 50,735 | 持平 |
| 13 | EXPD | EXPEDITORS INTL WASH INC | $6.0M | 2.21% | 36,875 | 减持 |
| 14 | IDXX | IDEXX LABS INC | $6.0M | 2.19% | 11,307 | 持平 |
| 15 | GE | GE AEROSPACE | $5.4M | 1.97% | 14,324 | 持平 |
| 16 | AFL | AFLAC INC | $5.2M | 1.93% | 44,650 | 持平 |
| 17 | AMG | AFFILIATED MANAGERS GROUP | $5.2M | 1.93% | 15,481 | 减持 |
| 18 | APD | AIR PRODUCTS AND CHEMICALS I | $4.4M | 1.61% | 14,935 | 减持 |
| 19 | GEV | GE VERNOVA | $4.2M | 1.55% | 3,569 | 持平 |
| 20 | WEX | WEX INC | $3.9M | 1.45% | 27,904 | 减持 |
| 21 | PEP | PEPSICO INC | $3.9M | 1.43% | 28,580 | 减持 |
| 22 | DORM | DORMAN PRODS INC | $3.9M | 1.42% | 28,250 | 持平 |
| 23 | TMO | THERMO FISHER SCIENTIFIC INC | $3.9M | 1.42% | 7,691 | 减持 |
| 24 | JNJ | JOHNSON & JOHNSON | $3.8M | 1.38% | 14,795 | 持平 |
| 25 | OMC | OMNICOM GROUP INC | $3.7M | 1.38% | 51,403 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR