Long Road Investment Counsel

Long Road Investment Counsel as of March 31, 2021

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 71 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Estee Lauder Companies (EL) 7.4 $16M 56k 290.85
O'reilly Automotive (ORLY) 6.0 $13M 26k 507.23
Stryker Corporation (SYK) 5.3 $12M 49k 243.59
CarMax (KMX) 5.1 $11M 86k 132.65
Automatic Data Processing (ADP) 4.8 $11M 56k 188.46
Illinois Tool Works (ITW) 4.6 $10M 46k 221.51
Starbucks Corporation (SBUX) 3.8 $8.3M 76k 109.27
Fastenal Company (FAST) 3.0 $6.6M 132k 50.28
Intercontinental Exchange (ICE) 2.7 $5.9M 53k 111.67
Oracle Corporation (ORCL) 2.6 $5.7M 82k 70.17
Alphabet Inc Class A cs (GOOGL) 2.4 $5.4M 2.6k 2062.62
IDEXX Laboratories (IDXX) 2.4 $5.3M 11k 489.27
Alphabet Inc Class C cs (GOOG) 2.4 $5.3M 2.6k 2068.51
Accenture (ACN) 2.4 $5.3M 19k 276.23
Thermo Fisher Scientific (TMO) 2.2 $4.9M 11k 456.42
Apple (AAPL) 2.0 $4.4M 36k 122.15
Expeditors International of Washington (EXPD) 2.0 $4.4M 41k 107.68
Air Products & Chemicals (APD) 2.0 $4.4M 16k 281.36
Pepsi (PEP) 1.9 $4.2M 29k 141.46
Becton, Dickinson and (BDX) 1.9 $4.1M 17k 243.14
Omni (OMC) 1.7 $3.9M 52k 74.15
Paypal Holdings (PYPL) 1.7 $3.7M 15k 242.81
Ritchie Bros. Auctioneers Inco 1.5 $3.4M 59k 58.55
Intuit (INTU) 1.4 $3.0M 7.9k 383.04
Dorman Products (DORM) 1.3 $2.9M 29k 102.63
Scotts Miracle-Gro Company (SMG) 1.3 $2.9M 12k 244.98
Broadridge Financial Solutions (BR) 1.2 $2.7M 18k 153.09
Fidelity National Information Services (FIS) 1.2 $2.7M 20k 140.60
Walgreen Boots Alliance (WBA) 1.2 $2.7M 48k 54.89
Cheesecake Factory Incorporated (CAKE) 1.2 $2.6M 44k 58.50
Cdk Global Inc equities 1.1 $2.5M 47k 54.05
Johnson & Johnson (JNJ) 1.1 $2.5M 15k 164.32
AFLAC Incorporated (AFL) 1.1 $2.4M 48k 51.17
BorgWarner (BWA) 1.1 $2.4M 51k 46.35
Affiliated Managers (AMG) 1.0 $2.2M 15k 149.02
Wright Express (WEX) 0.9 $2.1M 9.9k 209.19
State Street Corporation (STT) 0.8 $1.8M 22k 84.00
Gilead Sciences (GILD) 0.7 $1.7M 26k 64.65
Nortonlifelock (GEN) 0.7 $1.6M 76k 21.26
Abbott Laboratories (ABT) 0.7 $1.6M 13k 119.82
General Electric Company 0.7 $1.5M 114k 13.13
SYSCO Corporation (SYY) 0.6 $1.4M 18k 78.72
Adobe Systems Incorporated (ADBE) 0.6 $1.2M 2.6k 475.38
Gentex Corporation (GNTX) 0.6 $1.2M 34k 35.66
Cintas Corporation (CTAS) 0.5 $1.2M 3.5k 341.45
Ishares Msci Eafe Etf Etf (EFA) 0.5 $1.2M 15k 75.88
Moody's Corporation (MCO) 0.5 $1.1M 3.7k 298.65
Equifax (EFX) 0.5 $1.1M 5.9k 181.20
Vanguard Ftse Emerging Markets Etf (VWO) 0.4 $989k 19k 52.05
Procter & Gamble Company (PG) 0.4 $955k 7.1k 135.44
Western Union Company (WU) 0.4 $915k 37k 24.66
Spdr S&p500 Etf Trusttrust Uni Etf (SPY) 0.4 $804k 2.0k 396.25
Berkshire Hathaway (BRK.A) 0.3 $771k 2.00 385500.00
Abbvie (ABBV) 0.3 $766k 7.1k 108.27
Medtronic (MDT) 0.3 $756k 6.4k 118.12
Microsoft Corporation (MSFT) 0.3 $675k 2.9k 235.85
Jacobs Engineering 0.3 $663k 5.1k 129.37
Pfizer (PFE) 0.3 $608k 17k 36.25
Exxon Mobil Corporation (XOM) 0.3 $568k 10k 55.82
Spdr S&p Midcap 400 Etf Etf (MDY) 0.2 $545k 1.1k 475.98
Knight Swift Transn Hldgs (KNX) 0.2 $489k 10k 48.06
Tractor Supply Company (TSCO) 0.2 $425k 2.4k 177.08
Suncor Energy (SU) 0.2 $400k 19k 20.88
Lowe's Companies (LOW) 0.2 $390k 2.1k 190.24
Ecolab (ECL) 0.2 $360k 1.7k 214.29
Philip Morris International (PM) 0.1 $302k 3.4k 88.82
Darden Restaurants (DRI) 0.1 $256k 1.8k 142.22
Dolby Laboratories (DLB) 0.1 $249k 2.5k 98.61
Zebra Technologies (ZBRA) 0.1 $243k 500.00 486.00
PerkinElmer (RVTY) 0.1 $241k 1.9k 128.19
Costco Wholesale Corporation (COST) 0.1 $240k 680.00 352.94