Long Road Investment Counsel

Long Road Investment Counsel as of June 30, 2019

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 72 positions in its portfolio as reported in the June 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Estee Lauder Companies (EL) 6.3 $11M 58k 183.10
O'reilly Automotive (ORLY) 6.3 $11M 29k 369.33
Stryker Corporation (SYK) 6.2 $10M 51k 205.58
Automatic Data Processing (ADP) 5.6 $9.6M 58k 165.34
CarMax (KMX) 4.4 $7.4M 86k 86.83
Illinois Tool Works (ITW) 4.4 $7.4M 49k 150.80
Starbucks Corporation (SBUX) 4.2 $7.2M 85k 83.84
Oracle Corporation (ORCL) 2.8 $4.7M 83k 56.96
Intercontinental Exchange (ICE) 2.7 $4.6M 53k 85.94
Fastenal Company (FAST) 2.6 $4.4M 136k 32.59
Becton, Dickinson and (BDX) 2.6 $4.4M 17k 252.01
Pepsi (PEP) 2.3 $3.9M 30k 131.11
Air Products & Chemicals (APD) 2.2 $3.7M 16k 226.36
Accenture (ACN) 2.1 $3.5M 19k 184.75
Expeditors International of Washington (EXPD) 1.9 $3.1M 41k 75.87
Thermo Fisher Scientific (TMO) 1.8 $3.1M 11k 293.64
Omni (OMC) 1.8 $3.0M 37k 81.94
IDEXX Laboratories (IDXX) 1.8 $3.0M 11k 275.32
AFLAC Incorporated (AFL) 1.7 $2.9M 53k 54.81
Alphabet Inc Class A cs (GOOGL) 1.6 $2.8M 2.6k 1082.85
Walgreen Boots Alliance (WBA) 1.6 $2.7M 50k 54.66
Alphabet Inc Class C cs (GOOG) 1.6 $2.8M 2.5k 1080.82
Intuit (INTU) 1.5 $2.5M 9.7k 261.34
Johnson & Johnson (JNJ) 1.5 $2.5M 18k 139.30
Dorman Products (DORM) 1.4 $2.4M 28k 87.13
Worldpay Ord 1.4 $2.4M 19k 122.53
Broadridge Financial Solutions (BR) 1.4 $2.3M 18k 127.69
BorgWarner (BWA) 1.2 $2.1M 51k 41.97
Ritchie Bros. Auctioneers Inco 1.1 $2.0M 59k 33.21
Cheesecake Factory Incorporated (CAKE) 1.1 $1.9M 45k 43.73
Gilead Sciences (GILD) 1.0 $1.7M 26k 67.58
Paypal Holdings (PYPL) 1.0 $1.7M 15k 114.47
Symantec Corporation 1.0 $1.7M 76k 21.76
Adobe Systems Incorporated (ADBE) 0.9 $1.6M 5.4k 294.63
SYSCO Corporation (SYY) 0.9 $1.5M 21k 70.70
Affiliated Managers (AMG) 0.8 $1.4M 15k 92.15
Spdr S&p 500 Etf (SPY) 0.8 $1.3M 4.4k 292.99
State Street Corporation (STT) 0.7 $1.3M 23k 56.04
iShares MSCI EAFE Index Fund (EFA) 0.7 $1.2M 19k 65.73
Exxon Mobil Corporation (XOM) 0.7 $1.2M 16k 76.64
Apple (AAPL) 0.7 $1.2M 6.0k 197.87
General Electric Company 0.7 $1.2M 112k 10.50
Gentex Corporation (GNTX) 0.7 $1.2M 48k 24.60
Scotts Miracle-Gro Company (SMG) 0.7 $1.1M 11k 98.50
Abbott Laboratories (ABT) 0.6 $1.1M 13k 84.07
Cdk Global Inc equities 0.6 $983k 20k 49.42
Pfizer (PFE) 0.6 $965k 22k 43.33
Abbvie (ABBV) 0.6 $930k 13k 72.69
Vanguard Emerging Markets ETF (VWO) 0.5 $853k 20k 42.53
Cintas Corporation (CTAS) 0.5 $819k 3.5k 237.39
Procter & Gamble Company (PG) 0.5 $803k 7.3k 109.71
Western Union Company (WU) 0.5 $763k 38k 19.88
Equifax (EFX) 0.4 $730k 5.4k 135.19
Moody's Corporation (MCO) 0.4 $723k 3.7k 195.41
Berkshire Hathaway (BRK.A) 0.4 $637k 2.00 318500.00
Patterson Companies (PDCO) 0.4 $621k 27k 22.92
Suncor Energy (SU) 0.4 $634k 20k 31.14
Medtronic (MDT) 0.4 $623k 6.4k 97.34
SPDR S&P MidCap 400 ETF (MDY) 0.3 $512k 1.4k 354.33
Vanguard Large-Cap ETF (VV) 0.3 $490k 3.6k 134.76
Core Laboratories 0.3 $445k 8.5k 52.29
iShares S&P 500 Index (IVV) 0.3 $438k 1.5k 294.95
Versum Matls 0.2 $423k 8.2k 51.59
Microsoft Corporation (MSFT) 0.2 $392k 2.9k 133.83
At&t (T) 0.2 $358k 11k 33.53
Jacobs Engineering 0.2 $363k 4.3k 84.42
Ecolab (ECL) 0.2 $332k 1.7k 197.62
Lowe's Companies (LOW) 0.2 $303k 3.0k 101.00
Philip Morris International (PM) 0.2 $267k 3.4k 78.53
Knight Swift Transn Hldgs (KNX) 0.2 $275k 8.4k 32.84
Tractor Supply Company (TSCO) 0.1 $261k 2.4k 108.75
Darden Restaurants (DRI) 0.1 $243k 2.0k 121.50