Long Road Investment Counsel

Long Road Investment Counsel as of Sept. 30, 2020

Portfolio Holdings for Long Road Investment Counsel

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Estee Lauder Companies (EL) 7.0 $12M 57k 218.26
O'reilly Automotive (ORLY) 6.4 $11M 25k 461.09
Stryker Corporation (SYK) 5.6 $9.9M 48k 208.37
Illinois Tool Works (ITW) 4.8 $8.4M 44k 193.20
CarMax (KMX) 4.5 $7.9M 86k 91.91
Automatic Data Processing (ADP) 4.2 $7.5M 54k 139.48
Starbucks Corporation (SBUX) 3.8 $6.7M 78k 85.92
Fastenal Company (FAST) 3.3 $5.8M 128k 45.09
Intercontinental Exchange (ICE) 2.9 $5.2M 52k 100.06
Oracle Corporation (ORCL) 2.8 $4.9M 82k 59.70
Thermo Fisher Scientific (TMO) 2.7 $4.7M 11k 441.56
IDEXX Laboratories (IDXX) 2.4 $4.3M 11k 393.12
Apple (AAPL) 2.4 $4.2M 37k 115.80
Accenture (ACN) 2.4 $4.2M 19k 225.97
Pepsi (PEP) 2.2 $3.9M 28k 138.59
Air Products & Chemicals (APD) 2.2 $3.9M 13k 297.89
Alphabet Inc Class A cs (GOOGL) 2.2 $3.9M 2.6k 1465.75
Becton, Dickinson and (BDX) 2.2 $3.8M 17k 232.69
Expeditors International of Washington (EXPD) 2.1 $3.7M 41k 90.51
Alphabet Inc Class C cs (GOOG) 2.1 $3.7M 2.5k 1469.77
Ritchie Bros Auctioneers Etf 1.9 $3.4M 57k 59.24
Paypal Holdings (PYPL) 1.7 $3.0M 15k 197.02
Fidelity National Information Services (FIS) 1.6 $2.9M 20k 147.21
Intuit (INTU) 1.6 $2.8M 8.5k 326.24
Omni (OMC) 1.5 $2.6M 52k 49.49
Dorman Products (DORM) 1.5 $2.6M 29k 90.37
Broadridge Financial Solutions (BR) 1.3 $2.3M 18k 132.01
Cdk Global Inc equities 1.1 $2.0M 45k 43.59
BorgWarner (BWA) 1.1 $1.9M 50k 38.74
Adobe Systems Incorporated (ADBE) 1.1 $1.9M 3.8k 490.53
Scotts Miracle-Gro Company (SMG) 1.0 $1.8M 12k 152.91
Johnson & Johnson (JNJ) 1.0 $1.8M 12k 148.86
AFLAC Incorporated (AFL) 1.0 $1.8M 49k 36.36
Walgreen Boots Alliance (WBA) 1.0 $1.8M 49k 35.93
Nortonlifelock (GEN) 0.9 $1.6M 76k 20.84
Gilead Sciences (GILD) 0.9 $1.6M 25k 63.17
Abbott Laboratories (ABT) 0.8 $1.5M 14k 108.83
Wright Express (WEX) 0.8 $1.4M 9.9k 138.94
State Street Corporation (STT) 0.7 $1.3M 22k 59.33
Cheesecake Factory Incorporated (CAKE) 0.7 $1.2M 45k 27.75
Cintas Corporation (CTAS) 0.6 $1.1M 3.5k 332.75
Moody's Corporation (MCO) 0.6 $1.1M 3.7k 289.73
Affiliated Managers (AMG) 0.6 $1.0M 15k 68.40
Ishares Msci Eafe Etf Etf (EFA) 0.6 $976k 15k 63.62
Equifax (EFX) 0.5 $918k 5.9k 156.92
SYSCO Corporation (SYY) 0.5 $912k 15k 62.21
Vanguard Ftse Emerging Markets Etf (VWO) 0.5 $822k 19k 43.26
Western Union Company (WU) 0.5 $799k 37k 21.43
General Electric Company 0.4 $753k 121k 6.23
Procter & Gamble Company (PG) 0.4 $744k 5.4k 139.04
Spdr S&p500 Etf Etf (SPY) 0.4 $690k 2.1k 335.11
Medtronic (MDT) 0.4 $665k 6.4k 103.91
Microsoft Corporation (MSFT) 0.4 $644k 3.1k 210.32
Berkshire Hathaway (BRK.A) 0.4 $640k 2.00 320000.00
Abbvie (ABBV) 0.3 $497k 5.7k 87.58
Gentex Corporation (GNTX) 0.3 $484k 19k 25.75
Jacobs Engineering 0.3 $475k 5.1k 92.68
Pfizer (PFE) 0.3 $451k 12k 36.70
Spdr S&p Midcap 400 Etf Etf (MDY) 0.2 $398k 1.2k 338.72
Tractor Supply Company (TSCO) 0.2 $344k 2.4k 143.33
Ecolab (ECL) 0.2 $336k 1.7k 200.00
Knight Swift Transn Hldgs (KNX) 0.2 $325k 8.0k 40.75
Exxon Mobil Corporation (XOM) 0.2 $288k 8.4k 34.39
Walt Disney Company (DIS) 0.2 $270k 2.2k 124.14
Suncor Energy (SU) 0.1 $234k 19k 12.21