Long Road Investment Counsel

Long Road Investment Counsel as of June 30, 2021

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 74 positions in its portfolio as reported in the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 6.5 $15M 26k 566.22
Stryker Corporation (SYK) 5.5 $13M 49k 259.73
Automatic Data Processing (ADP) 4.9 $11M 56k 198.62
CarMax (KMX) 4.8 $11M 86k 129.15
Estee Lauder Companies (EL) 4.8 $11M 35k 318.09
Illinois Tool Works (ITW) 4.4 $10M 46k 223.57
Starbucks Corporation (SBUX) 3.4 $7.8M 70k 111.81
IDEXX Laboratories (IDXX) 3.0 $6.9M 11k 631.56
Fastenal Company (FAST) 3.0 $6.9M 132k 52.00
Alphabet Inc Class C cs (GOOG) 2.8 $6.4M 2.6k 2506.42
Oracle Corporation (ORCL) 2.8 $6.4M 82k 77.84
Alphabet Inc Class A cs (GOOGL) 2.8 $6.4M 2.6k 2441.80
Intercontinental Exchange (ICE) 2.7 $6.3M 53k 118.70
Accenture (ACN) 2.5 $5.6M 19k 294.76
Apple (AAPL) 2.2 $5.0M 36k 136.95
Thermo Fisher Scientific (TMO) 2.1 $4.9M 9.7k 504.48
Expeditors International of Washington (EXPD) 2.1 $4.8M 38k 126.61
Paypal Holdings (PYPL) 1.9 $4.5M 15k 291.50
Air Products & Chemicals (APD) 1.9 $4.5M 16k 287.69
Pepsi (PEP) 1.9 $4.4M 29k 148.16
Omni (OMC) 1.8 $4.2M 52k 79.98
Becton, Dickinson and (BDX) 1.8 $4.1M 17k 243.20
Intuit (INTU) 1.7 $3.9M 7.9k 490.13
Ritchie Bros. Auctioneers Inco 1.5 $3.5M 59k 59.28
Dorman Products (DORM) 1.3 $3.0M 29k 103.68
Broadridge Financial Solutions (BR) 1.3 $2.9M 18k 161.50
Fidelity National Information Services (FIS) 1.2 $2.8M 20k 141.67
AFLAC Incorporated (AFL) 1.1 $2.6M 48k 53.66
Walgreen Boots Alliance (WBA) 1.1 $2.5M 48k 52.62
BorgWarner (BWA) 1.1 $2.5M 51k 48.53
Johnson & Johnson (JNJ) 1.1 $2.5M 15k 164.72
Cheesecake Factory Incorporated (CAKE) 1.0 $2.4M 44k 54.19
Cdk Global Inc equities 1.0 $2.3M 47k 49.69
Affiliated Managers (AMG) 1.0 $2.3M 15k 154.20
Scotts Miracle-Gro Company (SMG) 1.0 $2.3M 12k 191.90
Nortonlifelock (GEN) 0.9 $2.1M 76k 27.22
Wright Express (WEX) 0.8 $1.9M 9.9k 193.94
State Street Corporation (STT) 0.8 $1.8M 22k 82.27
Gilead Sciences (GILD) 0.8 $1.8M 26k 68.87
Abbott Laboratories (ABT) 0.7 $1.5M 13k 115.90
General Electric Company 0.7 $1.5M 114k 13.46
Adobe Systems Incorporated (ADBE) 0.7 $1.5M 2.6k 585.77
Equifax (EFX) 0.6 $1.4M 5.9k 239.49
SYSCO Corporation (SYY) 0.6 $1.4M 18k 77.76
Moody's Corporation (MCO) 0.6 $1.3M 3.7k 362.43
Cintas Corporation (CTAS) 0.6 $1.3M 3.5k 382.03
Ishares Msci Eafe Etf Etf (EFA) 0.5 $1.2M 15k 78.88
Gentex Corporation (GNTX) 0.5 $1.1M 34k 33.09
Vanguard Ftse Emerging Markets Etf (VWO) 0.5 $1.0M 19k 54.32
Procter & Gamble Company (PG) 0.4 $951k 7.1k 134.87
Spdr S&p500 Etf Trusttrust Uni Etf (SPY) 0.4 $869k 2.0k 428.29
Western Union Company (WU) 0.4 $852k 37k 22.96
Berkshire Hathaway (BRK.A) 0.4 $837k 2.00 418500.00
Abbvie (ABBV) 0.3 $797k 7.1k 112.65
Medtronic (MDT) 0.3 $794k 6.4k 124.06
Microsoft Corporation (MSFT) 0.3 $775k 2.9k 270.79
Jacobs Engineering 0.3 $684k 5.1k 133.46
Pfizer (PFE) 0.3 $657k 17k 39.17
Exxon Mobil Corporation (XOM) 0.3 $642k 10k 63.10
Spdr S&p Midcap 400 Etf Etf (MDY) 0.2 $562k 1.1k 490.83
Knight Swift Transn Hldgs (KNX) 0.2 $463k 10k 45.50
Suncor Energy (SU) 0.2 $459k 19k 23.96
Tractor Supply Company (TSCO) 0.2 $447k 2.4k 186.25
Lowe's Companies (LOW) 0.2 $398k 2.1k 194.15
Ecolab (ECL) 0.2 $346k 1.7k 205.95
Philip Morris International (PM) 0.1 $337k 3.4k 99.12
PerkinElmer (RVTY) 0.1 $290k 1.9k 154.26
Costco Wholesale Corporation (COST) 0.1 $269k 680.00 395.59
Zebra Technologies (ZBRA) 0.1 $265k 500.00 530.00
Darden Restaurants (DRI) 0.1 $263k 1.8k 146.11
Dolby Laboratories (DLB) 0.1 $248k 2.5k 98.22
Target Corporation (TGT) 0.1 $242k 1.0k 242.00
Visa (V) 0.1 $216k 925.00 233.51
American Express Company (AXP) 0.1 $204k 1.2k 165.45