Long Road Investment Counsel

Long Road Investment Counsel as of March 31, 2022

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 69 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 7.7 $17M 25k 684.94
Automatic Data Processing (ADP) 5.5 $12M 54k 227.55
Stryker Corporation (SYK) 5.3 $12M 44k 267.36
Estee Lauder Companies (EL) 4.3 $9.5M 35k 272.32
Illinois Tool Works (ITW) 3.8 $8.4M 40k 209.41
CarMax (KMX) 3.4 $7.7M 79k 96.48
Fastenal Company (FAST) 3.4 $7.6M 128k 59.40
Alphabet Inc Class A cs (GOOGL) 3.3 $7.3M 2.6k 2781.39
Alphabet Inc Class C cs (GOOG) 3.2 $7.1M 2.5k 2793.23
Intercontinental Exchange (ICE) 3.1 $6.9M 52k 132.12
Oracle Corporation (ORCL) 3.0 $6.6M 80k 82.72
Starbucks Corporation (SBUX) 2.9 $6.5M 71k 90.98
Accenture (ACN) 2.8 $6.2M 19k 337.20
Apple (AAPL) 2.7 $6.1M 35k 174.61
IDEXX Laboratories (IDXX) 2.7 $6.0M 11k 547.06
Wright Express (WEX) 2.2 $4.9M 27k 178.47
Pepsi (PEP) 2.1 $4.7M 28k 167.39
Thermo Fisher Scientific (TMO) 2.1 $4.7M 7.9k 590.67
Becton, Dickinson and (BDX) 2.0 $4.5M 17k 265.97
Omni (OMC) 2.0 $4.4M 52k 84.88
Fidelity National Information Services (FIS) 1.9 $4.2M 42k 100.42
Expeditors International of Washington (EXPD) 1.8 $3.9M 38k 103.16
Air Products & Chemicals (APD) 1.6 $3.6M 14k 249.88
Ritchie Bros. Auctioneers Inco 1.5 $3.4M 57k 59.03
AFLAC Incorporated (AFL) 1.4 $3.1M 48k 64.39
Intuit (INTU) 1.2 $2.8M 5.8k 480.76
Broadridge Financial Solutions (BR) 1.2 $2.7M 18k 155.69
Dorman Products (DORM) 1.2 $2.7M 29k 95.03
Johnson & Johnson (JNJ) 1.1 $2.5M 14k 177.19
Walgreen Boots Alliance (WBA) 1.0 $2.2M 49k 44.76
Cdk Global Inc equities 1.0 $2.2M 45k 48.68
Affiliated Managers (AMG) 0.9 $2.1M 15k 140.94
Nortonlifelock (GEN) 0.9 $2.0M 76k 26.52
State Street Corporation (STT) 0.9 $2.0M 22k 87.14
BorgWarner (BWA) 0.8 $1.8M 47k 38.90
Cheesecake Factory Incorporated (CAKE) 0.8 $1.8M 45k 39.79
Paypal Holdings (PYPL) 0.8 $1.7M 15k 115.63
Abbott Laboratories (ABT) 0.7 $1.6M 14k 118.34
Gilead Sciences (GILD) 0.7 $1.5M 25k 59.44
Cintas Corporation (CTAS) 0.7 $1.5M 3.5k 425.51
Scotts Miracle-Gro Company (SMG) 0.7 $1.5M 12k 122.95
Equifax (EFX) 0.6 $1.4M 6.0k 237.18
General Electric (GE) 0.6 $1.4M 15k 91.52
Adobe Systems Incorporated (ADBE) 0.6 $1.3M 2.8k 455.71
SYSCO Corporation (SYY) 0.6 $1.3M 16k 81.62
Moody's Corporation (MCO) 0.6 $1.2M 3.7k 337.30
Ishares Msci Eafe Etf Etf (EFA) 0.5 $1.1M 15k 73.60
Berkshire Hathaway (BRK.A) 0.5 $1.1M 2.00 529000.00
Microsoft Corporation (MSFT) 0.5 $1.0M 3.3k 308.41
Spdr S&p 500 Etf Etf (SPY) 0.5 $1.0M 2.2k 451.55
Abbvie (ABBV) 0.4 $962k 5.9k 162.09
Vanguard Ftse Emerging Markets Etf (VWO) 0.4 $894k 19k 46.13
Procter & Gamble Company (PG) 0.4 $818k 5.4k 152.87
Gentex Corporation (GNTX) 0.3 $767k 26k 29.16
Medtronic (MDT) 0.3 $710k 6.4k 110.94
Western Union Company (WU) 0.3 $695k 37k 18.73
Jacobs Engineering 0.3 $665k 4.8k 137.82
Pfizer (PFE) 0.3 $650k 13k 51.78
Spdr S&p 400 Etf Etf (MDY) 0.3 $645k 1.3k 490.49
Exxon Mobil Corporation (XOM) 0.3 $593k 7.2k 82.65
Tractor Supply Company (TSCO) 0.3 $560k 2.4k 233.33
Amgen (AMGN) 0.2 $532k 2.2k 241.82
Knight Swift Transn Hldgs (KNX) 0.2 $457k 9.1k 50.47
Costco Wholesale Corporation (COST) 0.2 $350k 608.00 575.66
Walt Disney Company (DIS) 0.2 $339k 2.5k 136.97
JPMorgan Chase & Co. (JPM) 0.1 $304k 2.2k 136.20
Ecolab (ECL) 0.1 $297k 1.7k 176.79
Berkshire Hathaway (BRK.B) 0.1 $247k 700.00 352.86
Zebra Technologies (ZBRA) 0.1 $207k 500.00 414.00