Portfolio (Quarterly) Guide ↗

Long Road Investment Counsel, LLC

· CIK 0001620081

13F Portfolio $264M AUM 79 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds

Q4 2025 Q3 2025 · All 8 New 16 Added 31 Reduced 2 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	—	BERKSHIRE HATHAWAY CL B	—	700	$352K	0.12%	SOLD
2	FISV	FISERV	Technology	1,604	$207K	0.07%	SOLD

Sector Allocation

Industrials 18.4%

Consumer Cyclical 17.7%

Technology 16.3%

Healthcare 16.2%

Communication Services 13.1%

Financial Services 11.3%

Consumer Defensive 3.8%

Basic Materials 1.8%

Utilities 0.9%

Energy 0.3%