Long Road Investment Counsel

Long Road Investment Counsel as of June 30, 2020

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 66 positions in its portfolio as reported in the June 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 6.7 $11M 27k 421.66
Estee Lauder Companies (EL) 6.3 $11M 57k 188.68
Stryker Corporation (SYK) 5.3 $9.0M 50k 180.18
Automatic Data Processing (ADP) 5.1 $8.6M 58k 148.88
Illinois Tool Works (ITW) 4.8 $8.1M 46k 174.85
CarMax (KMX) 4.5 $7.6M 85k 89.55
Starbucks Corporation (SBUX) 3.4 $5.7M 77k 73.59
Fastenal Company (FAST) 3.3 $5.6M 131k 42.84
Intercontinental Exchange (ICE) 2.8 $4.8M 53k 91.60
Oracle Corporation (ORCL) 2.7 $4.5M 82k 55.27
Accenture (ACN) 2.4 $4.1M 19k 214.71
Becton, Dickinson and (BDX) 2.4 $4.0M 17k 239.29
Air Products & Chemicals (APD) 2.4 $4.0M 17k 241.45
Thermo Fisher Scientific (TMO) 2.3 $3.9M 11k 362.35
Pepsi (PEP) 2.2 $3.8M 29k 132.27
Alphabet Inc Class A cs (GOOGL) 2.2 $3.8M 2.7k 1418.02
Alphabet Inc Class C cs (GOOG) 2.1 $3.6M 2.6k 1413.78
IDEXX Laboratories (IDXX) 2.1 $3.6M 11k 330.18
Apple (AAPL) 2.0 $3.3M 9.2k 364.80
Expeditors International of Washington (EXPD) 1.8 $3.1M 41k 76.05
Omni (OMC) 1.7 $2.9M 52k 54.60
Paypal Holdings (PYPL) 1.6 $2.7M 15k 174.25
Fidelity National Information Services (FIS) 1.5 $2.6M 20k 134.10
Intuit (INTU) 1.5 $2.5M 8.5k 296.24
Ritchie Bros. Auctioneers Inco 1.4 $2.4M 59k 40.86
Johnson & Johnson (JNJ) 1.4 $2.4M 17k 140.65
Broadridge Financial Solutions (BR) 1.3 $2.2M 18k 126.20
Walgreen Boots Alliance (WBA) 1.2 $2.1M 49k 42.40
Cdk Global Inc equities 1.2 $2.0M 49k 41.42
Gilead Sciences (GILD) 1.2 $2.0M 26k 76.95
Dorman Products (DORM) 1.1 $1.9M 28k 67.08
BorgWarner (BWA) 1.1 $1.8M 51k 35.29
AFLAC Incorporated (AFL) 1.0 $1.8M 49k 36.03
Adobe Systems Incorporated (ADBE) 1.0 $1.7M 3.8k 435.26
Wright Express (WEX) 1.0 $1.6M 9.8k 165.00
Scotts Miracle-Gro Company (SMG) 0.9 $1.6M 12k 134.48
Nortonlifelock (GEN) 0.9 $1.5M 76k 19.84
State Street Corporation (STT) 0.8 $1.4M 22k 63.56
Abbott Laboratories (ABT) 0.7 $1.2M 13k 91.41
Gentex Corporation (GNTX) 0.7 $1.2M 47k 25.77
Affiliated Managers (AMG) 0.7 $1.1M 15k 74.58
SYSCO Corporation (SYY) 0.6 $1.0M 19k 54.66
Cheesecake Factory Incorporated (CAKE) 0.6 $1.0M 45k 22.91
Moody's Corporation (MCO) 0.6 $1.0M 3.7k 274.86
Equifax (EFX) 0.6 $980k 5.7k 171.93
Ishares Msci Eafe Etf Etf (EFA) 0.6 $934k 15k 60.89
Cintas Corporation (CTAS) 0.5 $919k 3.5k 266.38
Procter & Gamble Company (PG) 0.5 $843k 7.1k 119.56
Western Union Company (WU) 0.5 $806k 37k 21.62
General Electric Company 0.5 $788k 115k 6.83
Abbvie (ABBV) 0.4 $714k 7.3k 98.14
Pfizer (PFE) 0.4 $712k 22k 32.70
Exxon Mobil Corporation (XOM) 0.4 $687k 15k 44.73
Spdr S&p500 Etf Etf (SPY) 0.4 $626k 2.0k 308.53
Microsoft Corporation (MSFT) 0.4 $623k 3.1k 203.46
Medtronic (MDT) 0.3 $587k 6.4k 91.72
Berkshire Hathaway (BRK.A) 0.3 $535k 2.00 267500.00
Jacobs Engineering 0.2 $413k 4.9k 84.72
Knight Swift Transn Hldgs (KNX) 0.2 $404k 9.7k 41.76
Lowe's Companies (LOW) 0.2 $378k 2.8k 135.00
Spdr S&p Midcap 400 Etf Etf (MDY) 0.2 $372k 1.1k 324.89
Suncor Energy (SU) 0.2 $343k 20k 16.85
Ecolab (ECL) 0.2 $334k 1.7k 198.81
Tractor Supply Company (TSCO) 0.2 $316k 2.4k 131.67
Philip Morris International (PM) 0.1 $238k 3.4k 70.00
Costco Wholesale Corporation (COST) 0.1 $206k 680.00 302.94