Long Road Investment Counsel, LLC
RIA/Wealth
Long Road Investment Counsel, LLC is a RIA/Wealth based in Kalamazoo, MI led by Charles Dwight Wattles, reporting $315.6M in AUM as of Q3 2025 with 52% concentrated in top 10 holdings.
PresidentCharles Dwight Wattles
- Portfolio Value
- $282.5M
- Positions
- 80
- Top Holding
- ORLY at 12.19%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Long Road Investment Counsel, LLC's portfolio (52.4% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Specialty Retail Consumer Cyclical | $34.4M | 12.19% | -$1.3M Sold | 0.04% 319.5K shares | |
Software - Infrastructure Technology | $19.9M | 7.05% | -$112.5K Sold | 0.00% 70.8K shares | |
Medical - Devices Healthcare | $15.7M | 5.56% | — | 0.01% 42.5K shares | |
Staffing & Employment Services Industrials | $15.5M | 5.50% | — | 0.01% 52.9K shares | |
Industrial - Distribution Industrials | $12.1M | 4.27% | — | 0.02% 246.0K shares | |
Internet Content & Information Communication Services | $11.9M | 4.21% | — | 0.00% 48.9K shares | |
Internet Content & Information Communication Services | $11.8M | 4.17% | — | 0.00% 48.5K shares | |
Industrial - Machinery Industrials | $10.2M | 3.60% | — | 0.01% 39.0K shares | |
Financial - Data & Stock Exchanges Financial Services | $8.4M | 2.98% | -$84.2K Sold | 0.01% 50.0K shares | |
Consumer Electronics Technology | $8.0M | 2.83% | — | 0.00% 31.4K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Long Road Investment Counsel, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
+0.03% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-66.34% | |
-60.07% |
Analytics
Portfolio insights and performance metrics for Long Road Investment Counsel, LLC
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