Long Road Investment Counsel

Long Road Investment Counsel as of Dec. 31, 2020

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 71 positions in its portfolio as reported in the December 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Estee Lauder Companies (EL) 7.3 $15M 57k 266.19
Stryker Corporation (SYK) 5.9 $12M 49k 245.05
O'reilly Automotive (ORLY) 5.7 $12M 26k 452.58
Automatic Data Processing (ADP) 4.8 $9.9M 56k 176.20
Illinois Tool Works (ITW) 4.5 $9.4M 46k 203.88
Starbucks Corporation (SBUX) 4.0 $8.3M 77k 106.98
CarMax (KMX) 3.9 $8.0M 85k 94.46
Fastenal Company (FAST) 3.1 $6.4M 131k 48.83
Intercontinental Exchange (ICE) 3.0 $6.1M 53k 115.30
IDEXX Laboratories (IDXX) 2.6 $5.4M 11k 499.91
Oracle Corporation (ORCL) 2.6 $5.3M 82k 64.69
Thermo Fisher Scientific (TMO) 2.4 $5.0M 11k 465.76
Accenture (ACN) 2.4 $4.9M 19k 261.22
Apple (AAPL) 2.3 $4.8M 36k 132.69
Alphabet Inc Class A cs (GOOGL) 2.2 $4.6M 2.6k 1752.59
Alphabet Inc Class C cs (GOOG) 2.2 $4.5M 2.6k 1752.04
Pepsi (PEP) 2.1 $4.2M 29k 148.29
Becton, Dickinson and (BDX) 2.0 $4.2M 17k 250.21
Air Products & Chemicals (APD) 2.0 $4.2M 15k 273.24
Ritchie Bros. Auctioneers Inco 2.0 $4.1M 59k 69.54
Expeditors International of Washington (EXPD) 1.9 $3.9M 41k 95.12
Paypal Holdings (PYPL) 1.7 $3.6M 15k 234.18
Omni (OMC) 1.6 $3.2M 52k 62.37
Intuit (INTU) 1.5 $3.1M 8.1k 379.88
Fidelity National Information Services (FIS) 1.3 $2.8M 20k 141.47
Broadridge Financial Solutions (BR) 1.3 $2.7M 18k 153.18
Dorman Products (DORM) 1.2 $2.5M 28k 86.83
Cdk Global Inc equities 1.2 $2.4M 47k 51.83
Johnson & Johnson (JNJ) 1.1 $2.4M 15k 157.36
Scotts Miracle-Gro Company (SMG) 1.1 $2.3M 12k 199.14
AFLAC Incorporated (AFL) 1.0 $2.2M 49k 44.47
Wright Express (WEX) 1.0 $2.0M 9.8k 203.57
BorgWarner (BWA) 1.0 $2.0M 51k 38.63
Walgreen Boots Alliance (WBA) 0.9 $1.9M 49k 39.88
Cheesecake Factory Incorporated (CAKE) 0.8 $1.6M 45k 37.06
State Street Corporation (STT) 0.8 $1.6M 22k 72.78
Nortonlifelock (GEN) 0.8 $1.6M 76k 20.78
Affiliated Managers (AMG) 0.8 $1.6M 15k 101.67
Adobe Systems Incorporated (ADBE) 0.7 $1.5M 3.0k 500.00
Gilead Sciences (GILD) 0.7 $1.5M 26k 58.24
Abbott Laboratories (ABT) 0.7 $1.5M 13k 109.50
SYSCO Corporation (SYY) 0.6 $1.3M 18k 74.27
General Electric Company 0.6 $1.2M 115k 10.80
Cintas Corporation (CTAS) 0.6 $1.2M 3.5k 353.33
Gentex Corporation (GNTX) 0.6 $1.2M 34k 33.94
Ishares Msci Eafe Etf Etf (EFA) 0.5 $1.1M 15k 72.95
Equifax (EFX) 0.5 $1.1M 5.7k 192.81
Moody's Corporation (MCO) 0.5 $1.1M 3.7k 290.27
Procter & Gamble Company (PG) 0.5 $981k 7.1k 139.13
Vanguard Ftse Emerging Markets Etf (VWO) 0.5 $952k 19k 50.11
Western Union Company (WU) 0.4 $814k 37k 21.93
Abbvie (ABBV) 0.4 $780k 7.3k 107.22
Spdr S&p500 Etf Etf (SPY) 0.4 $759k 2.0k 374.08
Medtronic (MDT) 0.4 $750k 6.4k 117.19
Berkshire Hathaway (BRK.A) 0.3 $696k 2.00 348000.00
Microsoft Corporation (MSFT) 0.3 $681k 3.1k 222.40
Pfizer (PFE) 0.3 $617k 17k 36.79
Jacobs Engineering 0.3 $531k 4.9k 108.92
Spdr S&p Midcap 400 Etf Etf (MDY) 0.2 $481k 1.1k 420.09
Exxon Mobil Corporation (XOM) 0.2 $444k 11k 41.21
Knight Swift Transn Hldgs (KNX) 0.2 $405k 9.7k 41.86
Ecolab (ECL) 0.2 $363k 1.7k 216.07
Tractor Supply Company (TSCO) 0.2 $337k 2.4k 140.42
Lowe's Companies (LOW) 0.2 $329k 2.1k 160.49
Suncor Energy (SU) 0.2 $322k 19k 16.81
Philip Morris International (PM) 0.1 $281k 3.4k 82.65
PerkinElmer (RVTY) 0.1 $270k 1.9k 143.62
Costco Wholesale Corporation (COST) 0.1 $256k 680.00 376.47
Dolby Laboratories (DLB) 0.1 $245k 2.5k 97.03
Darden Restaurants (DRI) 0.1 $214k 1.8k 118.89
Visa (V) 0.1 $202k 925.00 218.38