Long Road Investment Counsel

Long Road Investment Counsel as of March 31, 2020

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 65 positions in its portfolio as reported in the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Estee Lauder Companies (EL) 6.6 $9.3M 58k 159.35
Stryker Corporation (SYK) 6.0 $8.3M 50k 166.48
O'reilly Automotive (ORLY) 5.8 $8.2M 27k 301.05
Automatic Data Processing (ADP) 5.6 $7.8M 57k 136.69
Illinois Tool Works (ITW) 4.7 $6.6M 46k 142.12
Starbucks Corporation (SBUX) 3.8 $5.3M 81k 65.74
CarMax (KMX) 3.3 $4.6M 85k 53.83
Intercontinental Exchange (ICE) 3.0 $4.2M 52k 80.75
Fastenal Company (FAST) 3.0 $4.1M 132k 31.25
Oracle Corporation (ORCL) 2.9 $4.0M 83k 48.32
Becton, Dickinson and (BDX) 2.8 $3.9M 17k 229.77
Pepsi (PEP) 2.5 $3.5M 29k 120.10
Air Products & Chemicals (APD) 2.3 $3.3M 16k 199.63
Accenture (ACN) 2.2 $3.1M 19k 163.27
Alphabet Inc Class A cs (GOOGL) 2.2 $3.1M 2.7k 1162.08
Thermo Fisher Scientific (TMO) 2.2 $3.0M 11k 283.61
Alphabet Inc Class C cs (GOOG) 2.1 $3.0M 2.6k 1162.71
Expeditors International of Washington (EXPD) 2.0 $2.7M 41k 66.73
Omni (OMC) 1.9 $2.7M 49k 54.90
IDEXX Laboratories (IDXX) 1.9 $2.6M 11k 242.20
Fidelity National Information Services (FIS) 1.7 $2.4M 20k 121.65
Apple (AAPL) 1.7 $2.3M 9.2k 254.34
Johnson & Johnson (JNJ) 1.6 $2.3M 17k 131.15
Walgreen Boots Alliance (WBA) 1.6 $2.3M 49k 45.75
Intuit (INTU) 1.5 $2.0M 8.9k 230.00
Ritchie Bros. Auctioneers Inco 1.4 $2.0M 59k 34.18
Gilead Sciences (GILD) 1.4 $1.9M 26k 74.77
AFLAC Incorporated (AFL) 1.2 $1.7M 50k 34.24
Broadridge Financial Solutions (BR) 1.2 $1.7M 18k 94.82
Cdk Global Inc equities 1.1 $1.6M 49k 32.85
Dorman Products (DORM) 1.1 $1.5M 28k 55.27
Paypal Holdings (PYPL) 1.0 $1.5M 15k 95.75
Nortonlifelock (GEN) 1.0 $1.4M 76k 18.71
BorgWarner (BWA) 0.9 $1.3M 52k 24.38
Adobe Systems Incorporated (ADBE) 0.9 $1.2M 3.9k 318.21
State Street Corporation (STT) 0.9 $1.2M 22k 53.26
Scotts Miracle-Gro Company (SMG) 0.8 $1.2M 11k 102.39
Abbott Laboratories (ABT) 0.7 $1.0M 13k 78.90
Gentex Corporation (GNTX) 0.7 $1.0M 47k 22.16
Affiliated Managers (AMG) 0.6 $902k 15k 59.17
General Electric Company 0.6 $888k 112k 7.94
SYSCO Corporation (SYY) 0.6 $879k 19k 45.64
iShares MSCI EAFE Index Fund (EFA) 0.6 $828k 16k 53.45
Spdr S&p 500 Etf (SPY) 0.6 $798k 3.1k 257.84
Moody's Corporation (MCO) 0.6 $783k 3.7k 211.62
Procter & Gamble Company (PG) 0.6 $776k 7.1k 110.06
Cheesecake Factory Incorporated (CAKE) 0.5 $765k 45k 17.09
Pfizer (PFE) 0.5 $711k 22k 32.66
Western Union Company (WU) 0.5 $676k 37k 18.14
Equifax (EFX) 0.5 $645k 5.4k 119.44
Vanguard Emerging Markets ETF (VWO) 0.5 $637k 19k 33.53
Cintas Corporation (CTAS) 0.4 $598k 3.5k 173.33
Exxon Mobil Corporation (XOM) 0.4 $583k 15k 37.96
Medtronic (MDT) 0.4 $577k 6.4k 90.16
Abbvie (ABBV) 0.4 $552k 7.2k 76.20
Berkshire Hathaway (BRK.A) 0.4 $544k 2.00 272000.00
Microsoft Corporation (MSFT) 0.3 $483k 3.1k 157.74
Jacobs Engineering 0.2 $341k 4.3k 79.30
Suncor Energy (SU) 0.2 $322k 20k 15.82
SPDR S&P MidCap 400 ETF (MDY) 0.2 $301k 1.1k 262.88
Knight Swift Transn Hldgs (KNX) 0.2 $275k 8.4k 32.84
Ecolab (ECL) 0.2 $262k 1.7k 155.95
Philip Morris International (PM) 0.2 $248k 3.4k 72.94
Lowe's Companies (LOW) 0.2 $241k 2.8k 86.07
Tractor Supply Company (TSCO) 0.1 $203k 2.4k 84.58