Long Road Investment Counsel

Long Road Investment Counsel as of Sept. 30, 2022

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 67 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 10.0 $18M 26k 703.35
Automatic Data Processing (ADP) 6.9 $13M 55k 226.19
Stryker Corporation (SYK) 5.0 $9.1M 45k 202.54
Estee Lauder Companies (EL) 4.1 $7.5M 35k 215.91
Illinois Tool Works (ITW) 4.1 $7.4M 41k 180.64
Fastenal Company (FAST) 3.3 $6.1M 132k 46.04
Starbucks Corporation (SBUX) 3.2 $5.9M 70k 84.27
CarMax (KMX) 2.9 $5.2M 79k 66.03
Alphabet Inc Class C cs (GOOG) 2.7 $4.9M 51k 96.15
Accenture (ACN) 2.7 $4.9M 19k 257.28
Alphabet Inc Class A cs (GOOGL) 2.7 $4.9M 51k 95.65
Oracle Corporation (ORCL) 2.6 $4.8M 79k 61.07
Apple (AAPL) 2.6 $4.8M 35k 138.21
Intercontinental Exchange (ICE) 2.6 $4.8M 53k 90.35
Pepsi (PEP) 2.6 $4.8M 29k 163.27
Thermo Fisher Scientific (TMO) 2.2 $4.0M 7.8k 507.21
Becton, Dickinson and (BDX) 2.1 $3.8M 17k 222.84
Ritchie Bros. Auctioneers Inco 2.0 $3.7M 59k 62.49
Air Products & Chemicals (APD) 2.0 $3.6M 16k 232.70
IDEXX Laboratories (IDXX) 1.9 $3.6M 11k 325.78
Wright Express (WEX) 1.9 $3.4M 27k 126.93
Expeditors International of Washington (EXPD) 1.8 $3.4M 38k 88.32
Omni (OMC) 1.8 $3.3M 52k 63.08
Fidelity National Information Services (FIS) 1.7 $3.1M 42k 75.56
AFLAC Incorporated (AFL) 1.5 $2.7M 48k 56.19
Broadridge Financial Solutions (BR) 1.4 $2.6M 18k 144.35
Johnson & Johnson (JNJ) 1.4 $2.5M 15k 163.33
Dorman Products (DORM) 1.3 $2.3M 29k 82.14
Intuit (INTU) 1.1 $2.0M 5.2k 387.23
Affiliated Managers (AMG) 0.9 $1.7M 15k 111.86
Gilead Sciences (GILD) 0.9 $1.6M 26k 61.68
Nortonlifelock (GEN) 0.8 $1.5M 76k 20.14
Walgreen Boots Alliance (WBA) 0.8 $1.5M 48k 31.40
BorgWarner (BWA) 0.8 $1.5M 48k 31.40
Cintas Corporation (CTAS) 0.7 $1.3M 3.5k 388.12
State Street Corporation (STT) 0.7 $1.3M 22k 60.82
Paypal Holdings (PYPL) 0.7 $1.3M 15k 86.08
Cheesecake Factory Incorporated (CAKE) 0.7 $1.3M 44k 29.28
Abbott Laboratories (ABT) 0.7 $1.3M 13k 96.76
SYSCO Corporation (SYY) 0.7 $1.3M 18k 70.72
Equifax (EFX) 0.6 $1.0M 6.0k 171.47
Abbvie (ABBV) 0.5 $950k 7.1k 134.28
Moody's Corporation (MCO) 0.5 $900k 3.7k 243.24
Procter & Gamble Company (PG) 0.5 $890k 7.1k 126.22
Exxon Mobil Corporation (XOM) 0.5 $888k 10k 87.27
General Electric (GE) 0.5 $881k 14k 61.91
Ishares Msci Eafe Etf Etf (EFA) 0.5 $859k 15k 56.00
Gentex Corporation (GNTX) 0.4 $818k 34k 23.85
Berkshire Hathaway (BRK.A) 0.4 $813k 2.00 406500.00
Spdr S&p 500 Etf Etf (SPY) 0.4 $782k 2.2k 357.24
Pfizer (PFE) 0.4 $745k 17k 43.73
Microsoft Corporation (MSFT) 0.4 $726k 3.1k 232.92
Vanguard Ftse Emerging Markets Etf (VWO) 0.4 $707k 19k 36.48
Adobe Systems Incorporated (ADBE) 0.4 $661k 2.4k 275.42
Jacobs Engineering Group (J) 0.3 $523k 4.8k 108.39
Knight Swift Transn Hldgs (KNX) 0.3 $519k 11k 48.94
Medtronic (MDT) 0.3 $517k 6.4k 80.78
Spdr S&p 400 Etf Etf (MDY) 0.3 $516k 1.3k 401.56
Scotts Miracle-Gro Company (SMG) 0.3 $507k 12k 42.78
Western Union Company (WU) 0.3 $501k 37k 13.50
Amgen (AMGN) 0.3 $496k 2.2k 225.45
Tractor Supply Company (TSCO) 0.2 $446k 2.4k 185.83
Lowe's Companies (LOW) 0.2 $385k 2.1k 187.80
Costco Wholesale Corporation (COST) 0.2 $349k 738.00 472.90
Philip Morris International (PM) 0.2 $282k 3.4k 82.94
Ecolab (ECL) 0.1 $243k 1.7k 144.64
Darden Restaurants (DRI) 0.1 $227k 1.8k 126.11