Long Road Investment Counsel

Long Road Investment Counsel as of March 31, 2019

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 73 positions in its portfolio as reported in the March 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 6.8 $11M 29k 388.31
Stryker Corporation (SYK) 6.1 $9.9M 50k 197.52
Estee Lauder Companies (EL) 6.0 $9.9M 60k 165.55
Automatic Data Processing (ADP) 5.7 $9.2M 58k 159.73
Illinois Tool Works (ITW) 4.4 $7.2M 50k 143.52
Starbucks Corporation (SBUX) 3.9 $6.3M 85k 74.34
CarMax (KMX) 3.7 $6.0M 86k 69.80
Oracle Corporation (ORCL) 2.8 $4.6M 85k 53.71
Fastenal Company (FAST) 2.7 $4.4M 68k 64.31
Becton, Dickinson and (BDX) 2.7 $4.3M 17k 249.71
Intercontinental Exchange (ICE) 2.5 $4.0M 53k 76.14
Pepsi (PEP) 2.2 $3.6M 30k 122.53
Accenture (ACN) 2.0 $3.3M 19k 176.04
Walgreen Boots Alliance (WBA) 1.9 $3.2M 50k 63.27
Expeditors International of Washington (EXPD) 1.9 $3.1M 41k 75.89
Air Products & Chemicals (APD) 1.9 $3.1M 16k 190.99
Thermo Fisher Scientific (TMO) 1.9 $3.1M 11k 273.70
Alphabet Inc Class C cs (GOOG) 1.8 $3.0M 2.5k 1173.40
Alphabet Inc Class A cs (GOOGL) 1.8 $3.0M 2.5k 1176.77
Omni (OMC) 1.7 $2.7M 37k 72.98
AFLAC Incorporated (AFL) 1.6 $2.7M 53k 50.00
Intuit (INTU) 1.6 $2.6M 10k 261.40
Johnson & Johnson (JNJ) 1.5 $2.5M 18k 139.80
IDEXX Laboratories (IDXX) 1.5 $2.4M 11k 223.58
Dorman Products (DORM) 1.5 $2.4M 28k 88.07
Cheesecake Factory Incorporated (CAKE) 1.4 $2.2M 46k 48.92
Worldpay Ord 1.4 $2.2M 19k 113.51
Ritchie Bros. Auctioneers Inco 1.2 $2.0M 59k 34.00
BorgWarner (BWA) 1.2 $1.9M 50k 38.41
Broadridge Financial Solutions (BR) 1.2 $1.9M 18k 103.68
Symantec Corporation 1.1 $1.8M 76k 22.99
Gilead Sciences (GILD) 1.0 $1.7M 26k 65.00
Affiliated Managers (AMG) 1.0 $1.6M 15k 107.14
Paypal Holdings (PYPL) 0.9 $1.6M 15k 103.87
State Street Corporation (STT) 0.9 $1.5M 23k 65.82
Adobe Systems Incorporated (ADBE) 0.9 $1.4M 5.4k 266.48
SYSCO Corporation (SYY) 0.8 $1.4M 21k 66.75
Exxon Mobil Corporation (XOM) 0.8 $1.3M 16k 80.81
Spdr S&p 500 Etf (SPY) 0.8 $1.2M 4.4k 282.42
General Electric Company 0.8 $1.2M 124k 9.99
iShares MSCI EAFE Index Fund (EFA) 0.7 $1.2M 19k 64.84
Cdk Global Inc equities 0.7 $1.2M 20k 58.83
Apple (AAPL) 0.7 $1.1M 6.0k 189.87
Abbvie (ABBV) 0.6 $1.0M 13k 80.58
Abbott Laboratories (ABT) 0.6 $1.0M 13k 79.96
Gentex Corporation (GNTX) 0.6 $989k 48k 20.69
Pfizer (PFE) 0.6 $946k 22k 42.48
Scotts Miracle-Gro Company (SMG) 0.5 $888k 11k 78.58
Vanguard Emerging Markets ETF (VWO) 0.5 $852k 20k 42.48
Procter & Gamble Company (PG) 0.5 $762k 7.3k 104.11
Western Union Company (WU) 0.4 $715k 39k 18.48
Cintas Corporation (CTAS) 0.4 $697k 3.5k 202.03
Moody's Corporation (MCO) 0.4 $670k 3.7k 181.08
Suncor Energy (SU) 0.4 $660k 20k 32.42
Equifax (EFX) 0.4 $640k 5.4k 118.52
Patterson Companies (PDCO) 0.4 $625k 29k 21.85
Berkshire Hathaway (BRK.A) 0.4 $602k 2.00 301000.00
Core Laboratories 0.4 $587k 8.5k 68.98
Medtronic (MDT) 0.4 $583k 6.4k 91.09
SPDR S&P MidCap 400 ETF (MDY) 0.3 $530k 1.5k 345.28
Vanguard Large-Cap ETF (VV) 0.3 $472k 3.6k 129.81
iShares S&P 500 Index (IVV) 0.3 $423k 1.5k 284.85
Versum Matls 0.2 $413k 8.2k 50.37
At&t (T) 0.2 $359k 11k 31.40
Microsoft Corporation (MSFT) 0.2 $345k 2.9k 117.79
Jacobs Engineering 0.2 $323k 4.3k 75.12
Lowe's Companies (LOW) 0.2 $328k 3.0k 109.33
Ecolab (ECL) 0.2 $297k 1.7k 176.79
Philip Morris International (PM) 0.2 $301k 3.4k 88.53
Knight Swift Transn Hldgs (KNX) 0.2 $274k 8.4k 32.72
Ultimate Software 0.2 $264k 800.00 330.00
Darden Restaurants (DRI) 0.1 $243k 2.0k 121.50
Tractor Supply Company (TSCO) 0.1 $235k 2.4k 97.92