Long Road Investment Counsel

Long Road Investment Counsel as of March 31, 2023

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 68 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 10.0 $21M 24k 848.99
Stryker Corporation (SYK) 6.0 $13M 44k 285.48
Automatic Data Processing (ADP) 5.8 $12M 54k 222.63
Illinois Tool Works (ITW) 4.6 $9.6M 39k 243.44
Estee Lauder Companies (EL) 4.1 $8.5M 34k 246.45
Starbucks Corporation (SBUX) 3.5 $7.3M 70k 104.13
Oracle Corporation (ORCL) 3.5 $7.2M 78k 92.92
Fastenal Company (FAST) 3.3 $6.9M 128k 53.94
Apple (AAPL) 2.8 $5.7M 35k 164.89
IDEXX Laboratories (IDXX) 2.6 $5.5M 11k 500.09
Intercontinental Exchange (ICE) 2.6 $5.4M 52k 104.30
Accenture (ACN) 2.5 $5.3M 18k 285.83
Alphabet Inc Class C cs (GOOG) 2.5 $5.3M 51k 104.00
Alphabet Inc Class A cs (GOOGL) 2.5 $5.2M 50k 103.73
Pepsi (PEP) 2.5 $5.2M 28k 182.30
CarMax (KMX) 2.4 $5.1M 79k 64.28
Wright Express (WEX) 2.4 $5.0M 27k 183.89
Omni (OMC) 2.3 $4.9M 52k 94.33
Thermo Fisher Scientific (TMO) 2.1 $4.4M 7.7k 576.39
Expeditors International of Washington (EXPD) 2.0 $4.2M 38k 110.13
Becton, Dickinson and (BDX) 2.0 $4.1M 16k 247.53
Air Products & Chemicals (APD) 1.9 $4.0M 14k 287.21
Ritchie Bros. Auctioneers Inco 1.5 $3.2M 57k 56.29
AFLAC Incorporated (AFL) 1.5 $3.1M 48k 64.52
Broadridge Financial Solutions (BR) 1.2 $2.6M 18k 146.59
Dorman Products (DORM) 1.2 $2.5M 29k 86.27
BorgWarner (BWA) 1.1 $2.3M 47k 49.12
Intuit (INTU) 1.1 $2.3M 5.2k 445.84
Johnson & Johnson (JNJ) 1.0 $2.1M 14k 154.97
Affiliated Managers (AMG) 1.0 $2.1M 15k 142.44
Gilead Sciences (GILD) 1.0 $2.0M 25k 82.97
Fidelity National Information Services (FIS) 0.8 $1.8M 32k 54.32
Walgreen Boots Alliance (WBA) 0.8 $1.7M 48k 34.58
State Street Corporation (STT) 0.8 $1.7M 22k 75.68
Cintas Corporation (CTAS) 0.8 $1.6M 3.5k 462.61
Cheesecake Factory Incorporated (CAKE) 0.7 $1.5M 44k 35.04
General Electric (GE) 0.6 $1.3M 14k 95.57
Abbott Laboratories (ABT) 0.6 $1.3M 13k 101.28
Nortonlifelock (GEN) 0.6 $1.3M 76k 17.15
Equifax (EFX) 0.6 $1.2M 6.0k 202.82
SYSCO Corporation (SYY) 0.6 $1.2M 16k 77.25
Paypal Holdings (PYPL) 0.6 $1.2M 15k 75.95
Moody's Corporation (MCO) 0.5 $1.1M 3.7k 306.06
Ishares Msci Eafe Etf Etf (EFA) 0.5 $1.1M 15k 71.51
Berkshire Hathaway (BRK.A) 0.4 $931k 2.00 465500.00
Adobe Systems Incorporated (ADBE) 0.4 $925k 2.4k 385.42
Microsoft Corporation (MSFT) 0.4 $899k 3.1k 288.42
Spdr S&p 500 Etf Etf (SPY) 0.4 $896k 2.2k 409.32
Abbvie (ABBV) 0.4 $873k 5.5k 159.45
Scotts Miracle-Gro Company (SMG) 0.4 $826k 12k 69.70
Procter & Gamble Company (PG) 0.4 $796k 5.4k 148.76
Vanguard Ftse Emerging Markets Etf (VWO) 0.4 $783k 19k 40.40
Gentex Corporation (GNTX) 0.4 $737k 26k 28.02
Jacobs Engineering Group (J) 0.3 $567k 4.8k 117.51
Exxon Mobil Corporation (XOM) 0.3 $567k 5.2k 109.57
Spdr S&p 400 Etf Etf (MDY) 0.3 $566k 1.2k 458.30
Tractor Supply Company (TSCO) 0.3 $564k 2.4k 235.00
Amgen (AMGN) 0.3 $532k 2.2k 241.82
Medtronic (MDT) 0.2 $516k 6.4k 80.62
Knight Swift Transn Hldgs (KNX) 0.2 $476k 8.4k 56.63
Western Union Company (WU) 0.2 $414k 37k 11.16
Ge Healthcare Technologies I (GEHC) 0.2 $385k 4.7k 82.05
Pfizer (PFE) 0.2 $328k 8.0k 40.82
Ecolab (ECL) 0.1 $278k 1.7k 165.48
Dolby Laboratories (DLB) 0.1 $216k 2.5k 85.54
Berkshire Hathaway (BRK.B) 0.1 $216k 700.00 308.57
Flowers Foods (FLO) 0.1 $211k 7.7k 27.44
Costco Wholesale Corporation (COST) 0.1 $203k 408.00 497.55