LRIC
Long Road Investment Counsel Portfolio holdings
AUM
$268M
1-Year Est. Return
20.08%
1 Year Est. Return
+20.08%
AUM
$258M
AUM Growth
+$12.5M
(+5.1%)
Holding
80
Top Buys
| 1 | +$2.19M | |
| 2 | +$842K | |
| 3 | +$744K | |
| 4 |
Microsoft
MSFT
|
+$563K |
| 5 |
Visa
V
|
+$437K |
Sector Composition
| 1 | Technology | 23.78% |
| 2 | Consumer Discretionary | 21.1% |
| 3 | Healthcare | 15.31% |
| 4 | Industrials | 15.13% |
| 5 | Financials | 9.69% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Iron Mountain
IRM
$30.4B
| $301K | 0.12% |
+3,500
|
|
||
77
Merck
MRK
$215B
| $233K | 0.09% |
+2,600
|
|
||
78
Lowe's Companies
LOW
$134B
| $222K | 0.09% |
950
|
|
||
79
Meta Platforms (Facebook)
META
$1.63T
| $205K | 0.08% |
355
|
|
||
80
Dolby
DLB
$6.36B
| $203K | 0.08% |
+2,525
|
|