Long Road Investment Counsel

Long Road Investment Counsel as of Dec. 31, 2023

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 69 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 10.0 $24M 24k 1023.03
Stryker Corporation (SYK) 5.9 $14M 43k 335.48
Automatic Data Processing (ADP) 5.5 $13M 54k 245.79
Alphabet Inc Class C cs (GOOG) 5.3 $13M 91k 141.80
Alphabet Inc Class A cs (GOOGL) 5.2 $13M 90k 140.10
Illinois Tool Works (ITW) 4.2 $10M 38k 260.91
Fastenal Company (FAST) 3.9 $9.5M 139k 68.23
Oracle Corporation (ORCL) 3.7 $8.9M 80k 111.69
Intercontinental Exchange (ICE) 3.3 $7.9M 62k 127.32
Apple (AAPL) 2.8 $6.7M 36k 184.40
Accenture (ACN) 2.7 $6.5M 18k 363.90
Starbucks Corporation (SBUX) 2.7 $6.4M 69k 93.03
CarMax (KMX) 2.4 $5.8M 82k 71.17
IDEXX Laboratories (IDXX) 2.4 $5.7M 11k 515.07
Wright Express (WEX) 2.4 $5.7M 28k 204.38
Pepsi (PEP) 2.0 $4.8M 28k 168.52
Omni (OMC) 2.0 $4.7M 52k 90.39
Expeditors International of Washington (EXPD) 2.0 $4.7M 37k 126.32
Thermo Fisher Scientific (TMO) 1.9 $4.5M 8.4k 539.00
Estee Lauder Companies (EL) 1.9 $4.5M 34k 131.99
AFLAC Incorporated (AFL) 1.8 $4.3M 51k 84.34
Becton, Dickinson and (BDX) 1.6 $4.0M 17k 238.81
Air Products & Chemicals (APD) 1.5 $3.7M 14k 255.69
Rb Global (RBA) 1.5 $3.5M 55k 63.98
Broadridge Financial Solutions (BR) 1.4 $3.5M 17k 204.19
Intuit (INTU) 1.4 $3.3M 5.2k 631.33
Dorman Products (DORM) 1.0 $2.4M 30k 81.40
Affiliated Managers (AMG) 0.9 $2.3M 15k 148.84
Johnson & Johnson (JNJ) 0.9 $2.2M 14k 158.87
Fidelity National Information Services (FIS) 0.9 $2.1M 34k 62.26
Cintas Corporation (CTAS) 0.9 $2.1M 3.5k 604.64
General Electric (GE) 0.8 $1.9M 14k 132.40
Gilead Sciences (GILD) 0.8 $1.9M 24k 78.25
Nortonlifelock (GEN) 0.7 $1.8M 75k 23.48
BorgWarner (BWA) 0.7 $1.7M 49k 33.90
State Street Corporation (STT) 0.7 $1.6M 22k 73.87
Abbott Laboratories (ABT) 0.6 $1.5M 13k 113.18
Cheesecake Factory Incorporated (CAKE) 0.6 $1.5M 43k 34.37
Equifax (EFX) 0.6 $1.5M 6.0k 244.38
Moody's Corporation (MCO) 0.6 $1.4M 3.7k 391.95
Adobe Systems Incorporated (ADBE) 0.6 $1.4M 2.3k 617.83
SYSCO Corporation (SYY) 0.5 $1.3M 16k 80.91
Microsoft Corporation (MSFT) 0.5 $1.2M 3.1k 397.50
Berkshire Hathaway (BRK.A) 0.5 $1.2M 2.00 578000.00
Ishares Msci Eafe Etf Etf (EFA) 0.5 $1.1M 15k 74.98
Walgreen Boots Alliance (WBA) 0.4 $1.1M 47k 22.57
Spdr S&p 500 Etf Etf (SPY) 0.4 $997k 2.1k 483.04
Paypal Holdings (PYPL) 0.4 $902k 15k 61.36
Abbvie (ABBV) 0.4 $900k 5.5k 164.38
Gentex Corporation (GNTX) 0.4 $871k 26k 33.12
Procter & Gamble Company (PG) 0.3 $841k 5.4k 157.17
Vanguard Ftse Emerging Markets Etf (VWO) 0.3 $744k 19k 39.62
Jacobs Engineering Group (J) 0.3 $650k 4.8k 134.72
Scotts Miracle-Gro Company (SMG) 0.3 $633k 11k 56.27
Medtronic (MDT) 0.2 $560k 6.4k 87.50
Tractor Supply Company (TSCO) 0.2 $539k 2.4k 224.58
Exxon Mobil Corporation (XOM) 0.2 $532k 5.2k 102.80
Spdr S&p 400 Etf Etf (MDY) 0.2 $491k 985.00 498.48
Western Union Company (WU) 0.2 $466k 37k 12.56
Knight Swift Transn Hldgs (KNX) 0.2 $459k 8.0k 57.34
Boot Barn Hldgs (BOOT) 0.2 $425k 5.9k 71.73
Ge Healthcare Technologies I (GEHC) 0.2 $377k 5.1k 73.30
Ecolab (ECL) 0.1 $333k 1.7k 198.21
Phinia (PHIN) 0.1 $297k 9.8k 30.29
Costco Wholesale Corporation (COST) 0.1 $284k 408.00 696.08
Berkshire Hathaway (BRK.B) 0.1 $269k 700.00 384.29
Pfizer (PFE) 0.1 $218k 8.0k 27.13
Dolby Laboratories (DLB) 0.1 $210k 2.5k 83.17
Lowe's Companies (LOW) 0.1 $202k 950.00 212.63