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Charles D. Wattles

Long Road Investment Counsel, Llc

Assets Managed
$255.029M
Holdings
78
Last Quarter
2026 - Q1
Filed Date
1mo 24d ago
Growth Rate
-3.39%(2Q avg: -4.97%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Long Road Investment Counsel, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 78 positions.

Assets under management

The assets under management (AUM) of Long Road Investment Counsel, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 255.029M in assets, with a quarterly growth rate of -3.39% and a 2-quarter average growth rate of -4.97%. The portfolio is managed by Charles D. Wattles, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ORLY
O'reilly Automotive Inc
Recent Activity
Increased 2.89%
10.98%
$27.994M
303,265 shares@ $92.31 avg price
SYK
Stryker Corp
Recent Activity
Increased 0.95%
5.54%
$14.115M
42,957 shares@ $328.6 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
Increased 2.53%
5.49%
$13.999M
48,799 shares@ $286.87 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Increased 2.66%
5.24%
$13.344M
46,405 shares@ $287.57 avg price
FAST
Fastenal Co
Recent Activity
Increased 2.65%
4.52%
$11.507M
247,990 shares@ $46.4 avg price
ADP
Automatic Data Processing
Recent Activity
Increased 4.37%
4.26%
$10.856M
53,429 shares@ $203.18 avg price
ITW
Illinois Tool Works
Recent Activity
Increased 2.66%
3.95%
$10.049M
38,606 shares@ $260.3 avg price
ORCL
Oracle Corp
Recent Activity
Increased 1.87%
3.79%
$9.656M
65,639 shares@ $147.11 avg price
ICE
Intercontinental Exchange In
Recent Activity
Increased 2.32%
3.13%
$7.98M
50,735 shares@ $157.29 avg price
AAPL
Apple Inc
Recent Activity
Increased 10.65%
2.9%
$7.385M
29,100 shares@ $253.79 avg price

1-10 of 78