Long Road Investment Counsel

Long Road Investment Counsel as of Dec. 31, 2022

Portfolio Holdings for Long Road Investment Counsel

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 10.4 $21M 25k 844.05
Automatic Data Processing (ADP) 6.5 $13M 55k 238.86
Stryker Corporation (SYK) 5.3 $11M 44k 244.50
Illinois Tool Works (ITW) 4.4 $8.9M 40k 220.30
Estee Lauder Companies (EL) 4.2 $8.5M 34k 248.11
Starbucks Corporation (SBUX) 3.4 $6.9M 70k 99.20
Oracle Corporation (ORCL) 3.2 $6.5M 79k 81.74
Fastenal Company (FAST) 3.0 $6.1M 129k 47.32
Intercontinental Exchange (ICE) 2.7 $5.5M 53k 102.59
Pepsi (PEP) 2.6 $5.2M 29k 180.65
Accenture (ACN) 2.5 $5.1M 19k 266.84
CarMax (KMX) 2.4 $4.8M 79k 60.89
Alphabet Inc Class C cs (GOOG) 2.3 $4.6M 52k 88.72
Alphabet Inc Class A cs (GOOGL) 2.3 $4.6M 52k 88.23
Air Products & Chemicals (APD) 2.2 $4.5M 15k 308.29
Apple (AAPL) 2.2 $4.5M 35k 129.92
Wright Express (WEX) 2.2 $4.5M 27k 163.67
IDEXX Laboratories (IDXX) 2.2 $4.4M 11k 407.98
Becton, Dickinson and (BDX) 2.2 $4.4M 17k 263.51
Omni (OMC) 2.1 $4.2M 52k 81.57
Thermo Fisher Scientific (TMO) 2.1 $4.2M 7.6k 550.71
Expeditors International of Washington (EXPD) 2.0 $3.9M 38k 103.92
AFLAC Incorporated (AFL) 1.7 $3.4M 48k 71.95
Ritchie Bros. Auctioneers Inco 1.7 $3.4M 58k 57.84
Johnson & Johnson (JNJ) 1.3 $2.6M 15k 176.61
Affiliated Managers (AMG) 1.2 $2.4M 15k 158.26
Broadridge Financial Solutions (BR) 1.2 $2.3M 18k 134.15
Dorman Products (DORM) 1.1 $2.3M 29k 80.88
Fidelity National Information Services (FIS) 1.1 $2.2M 32k 67.85
Gilead Sciences (GILD) 1.1 $2.1M 25k 85.84
Intuit (INTU) 1.0 $2.0M 5.2k 389.17
BorgWarner (BWA) 0.9 $1.9M 47k 40.25
Walgreen Boots Alliance (WBA) 0.9 $1.9M 50k 37.36
State Street Corporation (STT) 0.8 $1.7M 22k 77.59
Nortonlifelock (GEN) 0.8 $1.6M 76k 21.43
Abbott Laboratories (ABT) 0.8 $1.6M 15k 109.81
Cintas Corporation (CTAS) 0.8 $1.6M 3.5k 451.59
Cheesecake Factory Incorporated (CAKE) 0.7 $1.4M 44k 31.71
SYSCO Corporation (SYY) 0.6 $1.3M 16k 76.47
General Electric (GE) 0.6 $1.2M 14k 83.80
Equifax (EFX) 0.6 $1.2M 6.0k 194.44
Abbvie (ABBV) 0.5 $1.1M 6.8k 161.67
Paypal Holdings (PYPL) 0.5 $1.1M 15k 71.19
Moody's Corporation (MCO) 0.5 $1.0M 3.7k 278.61
Ishares Msci Eafe Etf Etf (EFA) 0.5 $1.0M 15k 65.65
Berkshire Hathaway (BRK.A) 0.5 $937k 2.00 468500.00
Procter & Gamble Company (PG) 0.4 $887k 5.9k 151.60
Spdr S&p 500 Etf Etf (SPY) 0.4 $849k 2.2k 382.60
Adobe Systems Incorporated (ADBE) 0.4 $808k 2.4k 336.67
Vanguard Ftse Emerging Market Etf (VWO) 0.4 $755k 19k 38.96
Microsoft Corporation (MSFT) 0.4 $748k 3.1k 239.97
Gentex Corporation (GNTX) 0.4 $717k 26k 27.26
Exxon Mobil Corporation (XOM) 0.3 $624k 5.7k 110.34
Tractor Supply Company (TSCO) 0.3 $596k 2.7k 224.91
Knight Swift Transn Hldgs (KNX) 0.3 $590k 11k 52.42
Jacobs Engineering Group (J) 0.3 $579k 4.8k 120.00
Amgen (AMGN) 0.3 $578k 2.2k 262.73
Scotts Miracle-Gro Company (SMG) 0.3 $576k 12k 48.61
Medtronic (MDT) 0.3 $567k 7.3k 77.67
Spdr S&p 400 Etf Etf (MDY) 0.3 $560k 1.3k 442.69
Western Union Company (WU) 0.3 $511k 37k 13.77
Pfizer (PFE) 0.2 $463k 9.0k 51.25
Costco Wholesale Corporation (COST) 0.2 $428k 938.00 456.29
Ecolab (ECL) 0.1 $245k 1.7k 145.83
PerkinElmer (RVTY) 0.1 $243k 1.7k 140.46
Lowe's Companies (LOW) 0.1 $239k 1.2k 199.17
Flowers Foods (FLO) 0.1 $221k 7.7k 28.74
Berkshire Hathaway (BRK.B) 0.1 $216k 700.00 308.57
BP (BP) 0.1 $206k 5.9k 34.92