Long Road Investment Counsel

Long Road Investment Counsel as of Dec. 31, 2018

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 64 positions in its portfolio as reported in the December 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 6.9 $9.1M 26k 344.33
Estee Lauder Companies (EL) 5.9 $7.7M 59k 130.10
Stryker Corporation (SYK) 5.6 $7.3M 47k 156.74
Automatic Data Processing (ADP) 5.4 $7.1M 54k 131.11
Illinois Tool Works (ITW) 4.6 $6.0M 47k 126.68
Starbucks Corporation (SBUX) 4.2 $5.5M 85k 64.40
CarMax (KMX) 4.1 $5.4M 86k 62.73
Intercontinental Exchange (ICE) 3.0 $3.9M 52k 75.33
Oracle Corporation (ORCL) 2.9 $3.8M 84k 45.14
Becton, Dickinson and (BDX) 2.9 $3.8M 17k 225.33
Fastenal Company (FAST) 2.6 $3.4M 66k 52.29
Walgreen Boots Alliance (WBA) 2.6 $3.4M 50k 68.33
Pepsi (PEP) 2.4 $3.1M 28k 110.46
Expeditors International of Washington (EXPD) 2.2 $2.8M 41k 68.09
Omni (OMC) 2.0 $2.7M 36k 73.24
Alphabet Inc Class A cs (GOOGL) 2.0 $2.6M 2.5k 1044.79
Alphabet Inc Class C cs (GOOG) 2.0 $2.6M 2.5k 1035.54
Accenture (ACN) 2.0 $2.6M 18k 141.00
Thermo Fisher Scientific (TMO) 1.9 $2.5M 11k 223.77
Dorman Products (DORM) 1.9 $2.5M 28k 90.04
AFLAC Incorporated (AFL) 1.9 $2.4M 53k 45.57
IDEXX Laboratories (IDXX) 1.6 $2.0M 11k 186.06
Air Products & Chemicals (APD) 1.5 $2.0M 13k 160.03
Cheesecake Factory Incorporated (CAKE) 1.5 $2.0M 46k 43.51
Intuit (INTU) 1.5 $2.0M 10k 196.80
Ritchie Bros. Auctioneers Inco 1.4 $1.9M 57k 32.72
BorgWarner (BWA) 1.3 $1.7M 48k 34.73
Broadridge Financial Solutions (BR) 1.3 $1.7M 17k 96.22
Johnson & Johnson (JNJ) 1.2 $1.6M 12k 129.07
Gilead Sciences (GILD) 1.2 $1.5M 25k 62.56
Worldpay Ord 1.1 $1.5M 19k 76.44
Affiliated Managers (AMG) 1.1 $1.4M 15k 97.41
Symantec Corporation 1.1 $1.4M 76k 18.89
State Street Corporation (STT) 1.1 $1.4M 23k 63.06
Paypal Holdings (PYPL) 1.0 $1.3M 15k 84.09
Adobe Systems Incorporated (ADBE) 0.9 $1.2M 5.4k 226.30
iShares MSCI EAFE Index Fund (EFA) 0.8 $1.1M 19k 58.80
Abbvie (ABBV) 0.8 $1.0M 11k 92.19
SYSCO Corporation (SYY) 0.8 $986k 16k 62.66
Apple (AAPL) 0.7 $947k 6.0k 157.73
Abbott Laboratories (ABT) 0.7 $915k 13k 72.37
Cdk Global Inc equities 0.7 $888k 19k 47.86
General Electric Company 0.6 $840k 111k 7.57
Scotts Miracle-Gro Company (SMG) 0.5 $694k 11k 61.42
Western Union Company (WU) 0.5 $660k 39k 17.06
Berkshire Hathaway (BRK.A) 0.5 $612k 2.00 306000.00
Cintas Corporation (CTAS) 0.4 $580k 3.5k 168.12
Medtronic (MDT) 0.4 $582k 6.4k 90.94
Patterson Companies (PDCO) 0.4 $562k 29k 19.65
Suncor Energy (SU) 0.4 $536k 19k 27.97
Moody's Corporation (MCO) 0.4 $518k 3.7k 140.00
Equifax (EFX) 0.4 $503k 5.4k 93.15
Core Laboratories 0.4 $490k 8.2k 59.68
Procter & Gamble Company (PG) 0.3 $443k 4.8k 91.93
Spdr S&p 500 Etf (SPY) 0.3 $426k 1.7k 249.71
iShares S&P 500 Index (IVV) 0.3 $374k 1.5k 251.85
SPDR S&P MidCap 400 ETF (MDY) 0.3 $374k 1.2k 302.83
Exxon Mobil Corporation (XOM) 0.3 $369k 5.4k 68.22
Gentex Corporation (GNTX) 0.3 $360k 18k 20.22
At&t (T) 0.2 $321k 11k 28.55
Microsoft Corporation (MSFT) 0.2 $297k 2.9k 101.40
Ecolab (ECL) 0.2 $248k 1.7k 147.62
Jacobs Engineering 0.2 $251k 4.3k 58.37
Tractor Supply Company (TSCO) 0.1 $200k 2.4k 83.33