Long Road Investment Counsel

Long Road Investment Counsel as of March 31, 2018

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 70 positions in its portfolio as reported in the March 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Estee Lauder Companies (EL) 6.4 $9.2M 61k 149.72
Stryker Corporation (SYK) 5.4 $7.8M 48k 160.92
Illinois Tool Works (ITW) 5.4 $7.7M 49k 156.66
O'reilly Automotive (ORLY) 4.8 $6.8M 28k 247.36
Automatic Data Processing (ADP) 4.5 $6.5M 57k 113.48
CarMax (KMX) 3.8 $5.4M 88k 61.94
Starbucks Corporation (SBUX) 3.6 $5.2M 90k 57.89
Becton, Dickinson and (BDX) 2.8 $3.9M 18k 216.70
Oracle Corporation (ORCL) 2.7 $3.9M 85k 45.75
Intercontinental Exchange (ICE) 2.7 $3.8M 53k 72.52
Fastenal Company (FAST) 2.5 $3.6M 66k 54.58
Walgreen Boots Alliance (WBA) 2.4 $3.4M 53k 65.46
Pepsi (PEP) 2.2 $3.2M 29k 109.15
Accenture (ACN) 2.1 $3.0M 20k 153.52
Thermo Fisher Scientific (TMO) 2.0 $2.9M 14k 206.49
Affiliated Managers (AMG) 2.0 $2.8M 15k 189.55
Expeditors International of Washington (EXPD) 1.9 $2.6M 42k 63.30
Omni (OMC) 1.8 $2.6M 36k 72.66
Alphabet Inc Class C cs (GOOG) 1.8 $2.6M 2.5k 1031.82
Alphabet Inc Class A cs (GOOGL) 1.8 $2.6M 2.5k 1036.98
BorgWarner (BWA) 1.7 $2.5M 49k 50.24
AFLAC Incorporated (AFL) 1.6 $2.3M 53k 43.76
State Street Corporation (STT) 1.6 $2.3M 23k 99.74
Cheesecake Factory Incorporated (CAKE) 1.6 $2.3M 48k 48.23
IDEXX Laboratories (IDXX) 1.5 $2.1M 11k 191.36
Air Products & Chemicals (APD) 1.4 $2.0M 13k 159.00
Symantec Corporation 1.4 $2.0M 76k 25.86
Broadridge Financial Solutions (BR) 1.4 $1.9M 18k 109.70
Gilead Sciences (GILD) 1.3 $1.9M 25k 75.40
Dorman Products (DORM) 1.3 $1.8M 28k 66.21
Ritchie Bros. Auctioneers Inco 1.3 $1.8M 57k 31.46
Intuit (INTU) 1.3 $1.8M 10k 173.37
Johnson & Johnson (JNJ) 1.2 $1.7M 14k 128.12
General Electric Company 1.2 $1.7M 125k 13.48
Worldpay Ord 1.1 $1.6M 20k 82.26
Adobe Systems Incorporated (ADBE) 1.0 $1.4M 6.5k 216.15
iShares MSCI EAFE Index Fund (EFA) 0.9 $1.3M 19k 69.70
At&t (T) 0.9 $1.2M 35k 35.64
Cdk Global Inc equities 0.9 $1.2M 20k 63.33
Spdr S&p 500 Etf (SPY) 0.8 $1.2M 4.6k 263.17
Abbvie (ABBV) 0.8 $1.1M 12k 94.68
Apple (AAPL) 0.7 $1.1M 6.3k 167.86
Vanguard Emerging Markets ETF (VWO) 0.7 $989k 21k 46.97
Scotts Miracle-Gro Company (SMG) 0.7 $969k 11k 85.75
SYSCO Corporation (SYY) 0.7 $943k 16k 59.93
Core Laboratories 0.6 $894k 8.3k 108.23
Abbott Laboratories (ABT) 0.6 $877k 15k 59.89
Equifax (EFX) 0.5 $766k 6.5k 117.85
Western Union Company (WU) 0.5 $744k 39k 19.23
Suncor Energy (SU) 0.5 $662k 19k 34.55
Patterson Companies (PDCO) 0.4 $636k 29k 22.24
Exxon Mobil Corporation (XOM) 0.4 $618k 8.3k 74.59
SPDR S&P MidCap 400 ETF (MDY) 0.4 $612k 1.8k 341.90
Moody's Corporation (MCO) 0.4 $597k 3.7k 161.35
Berkshire Hathaway (BRK.A) 0.4 $598k 2.00 299000.00
Cintas Corporation (CTAS) 0.4 $589k 3.5k 170.72
Medtronic (MDT) 0.4 $513k 6.4k 80.16
Procter & Gamble Company (PG) 0.3 $445k 5.6k 79.20
Vanguard Large-Cap ETF (VV) 0.3 $441k 3.6k 121.29
Gentex Corporation (GNTX) 0.3 $428k 19k 23.01
JPMorgan Chase & Co. (JPM) 0.3 $410k 3.7k 109.86
iShares S&P 500 Index (IVV) 0.3 $394k 1.5k 265.32
Walt Disney Company (DIS) 0.2 $329k 3.3k 100.46
Berkshire Hathaway (BRK.B) 0.2 $319k 1.6k 199.38
Knight Swift Transn Hldgs (KNX) 0.2 $284k 6.2k 45.99
Microsoft Corporation (MSFT) 0.2 $267k 2.9k 91.16
Ecolab (ECL) 0.2 $258k 1.9k 137.23
Jacobs Engineering 0.2 $260k 4.4k 59.09
Pfizer (PFE) 0.2 $241k 6.8k 35.50
Versum Matls 0.2 $236k 6.3k 37.58