Long Road Investment Counsel

Long Road Investment Counsel as of Dec. 31, 2019

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 65 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Estee Lauder Companies (EL) 7.1 $12M 58k 206.54
O'reilly Automotive (ORLY) 6.5 $11M 25k 438.26
Stryker Corporation (SYK) 5.9 $10M 48k 209.95
Automatic Data Processing (ADP) 5.4 $9.2M 54k 170.49
Illinois Tool Works (ITW) 4.6 $7.8M 43k 179.63
CarMax (KMX) 4.4 $7.4M 85k 87.67
Starbucks Corporation (SBUX) 4.2 $7.2M 81k 87.92
Fastenal Company (FAST) 2.8 $4.7M 128k 36.95
Intercontinental Exchange (ICE) 2.8 $4.7M 51k 92.55
Becton, Dickinson and (BDX) 2.6 $4.4M 16k 271.94
Oracle Corporation (ORCL) 2.6 $4.3M 82k 52.97
Omni (OMC) 2.3 $3.9M 48k 81.01
Pepsi (PEP) 2.3 $3.9M 28k 136.68
Accenture (ACN) 2.3 $3.8M 18k 210.57
Alphabet Inc Class A cs (GOOGL) 2.0 $3.4M 2.6k 1339.33
Thermo Fisher Scientific (TMO) 2.0 $3.4M 10k 324.84
Alphabet Inc Class C cs (GOOG) 2.0 $3.4M 2.5k 1336.91
Expeditors International of Washington (EXPD) 1.9 $3.2M 41k 78.02
Air Products & Chemicals (APD) 1.8 $3.0M 13k 235.00
Walgreen Boots Alliance (WBA) 1.7 $2.9M 49k 58.97
IDEXX Laboratories (IDXX) 1.7 $2.8M 11k 261.10
Fidelity National Information Services (FIS) 1.6 $2.7M 20k 139.07
AFLAC Incorporated (AFL) 1.6 $2.6M 50k 52.90
Cdk Global Inc equities 1.5 $2.6M 48k 54.68
Ritchie Bros. Auctioneers Inco 1.4 $2.5M 57k 42.94
Intuit (INTU) 1.4 $2.3M 8.9k 261.91
Broadridge Financial Solutions (BR) 1.3 $2.2M 18k 123.51
BorgWarner (BWA) 1.3 $2.2M 50k 43.39
Dorman Products (DORM) 1.2 $2.1M 28k 75.71
Nortonlifelock (GEN) 1.1 $2.0M 76k 25.52
State Street Corporation (STT) 1.1 $1.8M 22k 79.10
Johnson & Johnson (JNJ) 1.0 $1.8M 12k 145.88
Cheesecake Factory Incorporated (CAKE) 1.0 $1.7M 45k 38.86
Apple (AAPL) 1.0 $1.7M 5.7k 293.59
Paypal Holdings (PYPL) 1.0 $1.6M 15k 108.16
Gilead Sciences (GILD) 0.9 $1.6M 25k 65.00
General Electric Company 0.8 $1.3M 116k 11.16
SYSCO Corporation (SYY) 0.8 $1.3M 15k 85.52
Adobe Systems Incorporated (ADBE) 0.8 $1.3M 3.9k 329.74
Affiliated Managers (AMG) 0.8 $1.3M 15k 84.75
Spdr S&p 500 Etf (SPY) 0.7 $1.3M 3.9k 321.81
Scotts Miracle-Gro Company (SMG) 0.7 $1.2M 11k 106.19
Abbott Laboratories (ABT) 0.7 $1.1M 13k 86.90
iShares MSCI EAFE Index Fund (EFA) 0.6 $1.1M 16k 69.46
Western Union Company (WU) 0.6 $998k 37k 26.77
Cintas Corporation (CTAS) 0.6 $928k 3.5k 268.99
Moody's Corporation (MCO) 0.5 $878k 3.7k 237.30
Vanguard Emerging Markets ETF (VWO) 0.5 $845k 19k 44.47
Equifax (EFX) 0.5 $757k 5.4k 140.19
Medtronic (MDT) 0.4 $726k 6.4k 113.44
Berkshire Hathaway (BRK.A) 0.4 $679k 2.00 339500.00
Procter & Gamble Company (PG) 0.4 $668k 5.4k 124.84
Suncor Energy (SU) 0.4 $628k 19k 32.78
Exxon Mobil Corporation (XOM) 0.3 $584k 8.4k 69.73
Gentex Corporation (GNTX) 0.3 $545k 19k 28.99
Abbvie (ABBV) 0.3 $500k 5.6k 88.59
Microsoft Corporation (MSFT) 0.3 $483k 3.1k 157.74
SPDR S&P MidCap 400 ETF (MDY) 0.3 $479k 1.3k 375.69
Jacobs Engineering 0.2 $386k 4.3k 89.77
Ecolab (ECL) 0.2 $324k 1.7k 192.86
JPMorgan Chase & Co. (JPM) 0.2 $283k 2.0k 139.27
Pfizer (PFE) 0.2 $286k 7.3k 39.24
Walt Disney Company (DIS) 0.2 $275k 1.9k 144.74
Tractor Supply Company (TSCO) 0.1 $224k 2.4k 93.33
Knight Swift Transn Hldgs (KNX) 0.1 $221k 6.2k 35.79