Long Road Investment Counsel

Long Road Investment Counsel as of June 30, 2018

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 68 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Estee Lauder Companies (EL) 6.0 $8.5M 60k 142.68
Stryker Corporation (SYK) 5.6 $7.9M 47k 168.85
Automatic Data Processing (ADP) 5.3 $7.4M 55k 134.14
O'reilly Automotive (ORLY) 5.2 $7.3M 27k 273.58
Illinois Tool Works (ITW) 4.7 $6.7M 48k 138.55
CarMax (KMX) 4.5 $6.3M 86k 72.87
Starbucks Corporation (SBUX) 3.0 $4.3M 88k 48.85
Becton, Dickinson and (BDX) 2.9 $4.0M 17k 239.54
Intercontinental Exchange (ICE) 2.7 $3.9M 53k 73.55
Oracle Corporation (ORCL) 2.6 $3.7M 85k 44.06
Fastenal Company (FAST) 2.3 $3.2M 66k 48.13
Pepsi (PEP) 2.2 $3.1M 29k 108.88
Walgreen Boots Alliance (WBA) 2.2 $3.1M 51k 60.02
Expeditors International of Washington (EXPD) 2.2 $3.1M 42k 73.11
Accenture (ACN) 2.1 $3.0M 18k 163.58
Alphabet Inc Class A cs (GOOGL) 2.0 $2.8M 2.5k 1129.02
Alphabet Inc Class C cs (GOOG) 2.0 $2.8M 2.5k 1115.75
Omni (OMC) 2.0 $2.8M 36k 76.27
Thermo Fisher Scientific (TMO) 1.9 $2.7M 13k 207.14
Cheesecake Factory Incorporated (CAKE) 1.8 $2.5M 46k 55.07
IDEXX Laboratories (IDXX) 1.7 $2.4M 11k 217.91
AFLAC Incorporated (AFL) 1.6 $2.3M 53k 43.03
Affiliated Managers (AMG) 1.6 $2.2M 15k 148.64
Intuit (INTU) 1.5 $2.1M 10k 204.33
State Street Corporation (STT) 1.5 $2.1M 23k 93.08
BorgWarner (BWA) 1.5 $2.1M 49k 43.16
Ritchie Bros. Auctioneers Inco 1.4 $2.0M 57k 34.12
Air Products & Chemicals (APD) 1.4 $2.0M 13k 155.74
Broadridge Financial Solutions (BR) 1.4 $1.9M 17k 115.08
Dorman Products (DORM) 1.3 $1.9M 28k 68.30
Gilead Sciences (GILD) 1.3 $1.8M 25k 70.84
General Electric Company 1.1 $1.6M 118k 13.61
Worldpay Ord 1.1 $1.6M 20k 81.79
Symantec Corporation 1.1 $1.6M 76k 20.65
Johnson & Johnson (JNJ) 1.1 $1.5M 13k 121.31
Adobe Systems Incorporated (ADBE) 1.0 $1.4M 5.8k 243.79
iShares MSCI EAFE Index Fund (EFA) 0.9 $1.3M 19k 66.96
Spdr S&p 500 Etf (SPY) 0.9 $1.2M 4.5k 271.32
Cdk Global Inc equities 0.9 $1.2M 19k 65.07
Apple (AAPL) 0.8 $1.2M 6.3k 185.13
At&t (T) 0.8 $1.1M 35k 32.12
SYSCO Corporation (SYY) 0.8 $1.1M 16k 68.32
Core Laboratories 0.7 $1.0M 8.3k 126.15
Abbvie (ABBV) 0.7 $1.0M 11k 92.64
Scotts Miracle-Gro Company (SMG) 0.7 $940k 11k 83.19
Vanguard Emerging Markets ETF (VWO) 0.6 $863k 21k 42.19
Western Union Company (WU) 0.6 $787k 39k 20.34
Abbott Laboratories (ABT) 0.6 $771k 13k 60.98
Suncor Energy (SU) 0.6 $779k 19k 40.66
Equifax (EFX) 0.5 $676k 5.4k 125.19
Exxon Mobil Corporation (XOM) 0.5 $663k 8.0k 82.78
Patterson Companies (PDCO) 0.5 $648k 29k 22.66
Moody's Corporation (MCO) 0.5 $631k 3.7k 170.54
Cintas Corporation (CTAS) 0.5 $638k 3.5k 184.93
Berkshire Hathaway (BRK.A) 0.4 $564k 2.00 282000.00
SPDR S&P MidCap 400 ETF (MDY) 0.4 $556k 1.6k 355.27
Medtronic (MDT) 0.4 $548k 6.4k 85.62
Gentex Corporation (GNTX) 0.3 $428k 19k 23.01
iShares S&P 500 Index (IVV) 0.3 $405k 1.5k 272.73
Procter & Gamble Company (PG) 0.3 $376k 4.8k 78.02
Microsoft Corporation (MSFT) 0.2 $289k 2.9k 98.67
Jacobs Engineering 0.2 $279k 4.4k 63.41
Ecolab (ECL) 0.2 $264k 1.9k 140.43
Pfizer (PFE) 0.2 $246k 6.8k 36.24
Versum Matls 0.2 $233k 6.3k 37.10
Knight Swift Transn Hldgs (KNX) 0.2 $236k 6.2k 38.22
Occidental Petroleum Corporation (OXY) 0.2 $220k 2.6k 83.55
JPMorgan Chase & Co. (JPM) 0.1 $212k 2.0k 104.33