Long Road Investment Counsel as of Dec. 31, 2021
Portfolio Holdings for Long Road Investment Counsel
Long Road Investment Counsel holds 77 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| O'reilly Automotive (ORLY) | 7.3 | $18M | 26k | 706.24 | |
| Automatic Data Processing (ADP) | 5.5 | $14M | 56k | 246.58 | |
| Stryker Corporation (SYK) | 5.2 | $13M | 49k | 267.43 | |
| Estee Lauder Companies (EL) | 5.1 | $13M | 35k | 370.20 | |
| Illinois Tool Works (ITW) | 4.4 | $11M | 45k | 246.79 | |
| CarMax (KMX) | 4.1 | $10M | 79k | 130.23 | |
| Fastenal Company (FAST) | 3.4 | $8.4M | 132k | 64.06 | |
| Starbucks Corporation (SBUX) | 3.3 | $8.2M | 70k | 116.97 | |
| Accenture (ACN) | 3.1 | $7.9M | 19k | 414.56 | |
| Alphabet Inc Class A cs (GOOGL) | 3.0 | $7.5M | 2.6k | 2897.04 | |
| Alphabet Inc Class C cs (GOOG) | 3.0 | $7.4M | 2.6k | 2893.73 | |
| Intercontinental Exchange (ICE) | 2.9 | $7.2M | 53k | 136.77 | |
| IDEXX Laboratories (IDXX) | 2.8 | $7.2M | 11k | 658.44 | |
| Oracle Corporation (ORCL) | 2.7 | $6.9M | 79k | 87.21 | |
| Apple (AAPL) | 2.4 | $6.2M | 35k | 177.58 | |
| Thermo Fisher Scientific (TMO) | 2.3 | $5.8M | 8.7k | 667.28 | |
| Pepsi (PEP) | 2.0 | $5.1M | 29k | 173.71 | |
| Expeditors International of Washington (EXPD) | 2.0 | $5.1M | 38k | 134.29 | |
| Air Products & Chemicals (APD) | 1.9 | $4.7M | 16k | 304.23 | |
| Fidelity National Information Services (FIS) | 1.7 | $4.3M | 39k | 109.14 | |
| Becton, Dickinson and (BDX) | 1.7 | $4.3M | 17k | 251.48 | |
| Omni (OMC) | 1.5 | $3.8M | 52k | 73.26 | |
| Ritchie Bros. Auctioneers Inco | 1.4 | $3.6M | 59k | 61.21 | |
| Wright Express (WEX) | 1.4 | $3.5M | 25k | 140.40 | |
| Intuit (INTU) | 1.3 | $3.3M | 5.2k | 643.13 | |
| Broadridge Financial Solutions (BR) | 1.3 | $3.3M | 18k | 182.84 | |
| Dorman Products (DORM) | 1.3 | $3.2M | 29k | 112.99 | |
| Paypal Holdings (PYPL) | 1.1 | $2.9M | 15k | 188.56 | |
| AFLAC Incorporated (AFL) | 1.1 | $2.8M | 48k | 58.39 | |
| Johnson & Johnson (JNJ) | 1.0 | $2.6M | 15k | 171.06 | |
| Walgreen Boots Alliance (WBA) | 1.0 | $2.5M | 48k | 52.16 | |
| Affiliated Managers (AMG) | 1.0 | $2.5M | 15k | 164.51 | |
| BorgWarner (BWA) | 0.9 | $2.2M | 49k | 45.08 | |
| State Street Corporation (STT) | 0.8 | $2.0M | 22k | 93.00 | |
| Nortonlifelock (GEN) | 0.8 | $2.0M | 76k | 25.99 | |
| Cdk Global Inc equities | 0.8 | $2.0M | 47k | 41.73 | |
| Scotts Miracle-Gro Company (SMG) | 0.8 | $1.9M | 12k | 161.01 | |
| Abbott Laboratories (ABT) | 0.7 | $1.9M | 13k | 140.77 | |
| Gilead Sciences (GILD) | 0.7 | $1.9M | 26k | 72.62 | |
| Cheesecake Factory Incorporated (CAKE) | 0.7 | $1.7M | 44k | 39.16 | |
| Equifax (EFX) | 0.7 | $1.7M | 5.9k | 292.82 | |
| Cintas Corporation (CTAS) | 0.6 | $1.5M | 3.5k | 443.19 | |
| Moody's Corporation (MCO) | 0.6 | $1.4M | 3.7k | 390.54 | |
| SYSCO Corporation (SYY) | 0.6 | $1.4M | 18k | 78.55 | |
| Adobe Systems Incorporated (ADBE) | 0.5 | $1.4M | 2.4k | 567.08 | |
| General Electric (GE) | 0.5 | $1.3M | 14k | 94.46 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.5 | $1.2M | 15k | 78.68 | |
| Gentex Corporation (GNTX) | 0.5 | $1.2M | 34k | 34.84 | |
| Procter & Gamble Company (PG) | 0.5 | $1.2M | 7.1k | 163.52 | |
| Pfizer (PFE) | 0.4 | $990k | 17k | 59.03 | |
| Spdr S&p500 Etf Trusttrust Uni Etf (SPY) | 0.4 | $964k | 2.0k | 475.11 | |
| Microsoft Corporation (MSFT) | 0.4 | $963k | 2.9k | 336.48 | |
| Abbvie (ABBV) | 0.4 | $958k | 7.1k | 135.41 | |
| Vanguard Ftse Emerging Markets Etf (VWO) | 0.4 | $940k | 19k | 49.47 | |
| Berkshire Hathaway (BRK.A) | 0.4 | $901k | 2.00 | 450500.00 | |
| Jacobs Engineering | 0.3 | $672k | 4.8k | 139.27 | |
| Western Union Company (WU) | 0.3 | $662k | 37k | 17.84 | |
| Medtronic (MDT) | 0.3 | $662k | 6.4k | 103.44 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $623k | 10k | 61.23 | |
| Knight Swift Transn Hldgs (KNX) | 0.2 | $620k | 10k | 60.93 | |
| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.2 | $593k | 1.1k | 517.90 | |
| Tractor Supply Company (TSCO) | 0.2 | $573k | 2.4k | 238.75 | |
| Lowe's Companies (LOW) | 0.2 | $530k | 2.1k | 258.54 | |
| Ecolab (ECL) | 0.2 | $394k | 1.7k | 234.52 | |
| Costco Wholesale Corporation (COST) | 0.2 | $386k | 680.00 | 567.65 | |
| PerkinElmer (RVTY) | 0.2 | $378k | 1.9k | 201.06 | |
| Philip Morris International (PM) | 0.1 | $323k | 3.4k | 95.00 | |
| Zebra Technologies (ZBRA) | 0.1 | $298k | 500.00 | 596.00 | |
| Darden Restaurants (DRI) | 0.1 | $271k | 1.8k | 150.56 | |
| Dolby Laboratories (DLB) | 0.1 | $240k | 2.5k | 95.05 | |
| Morningstar (MORN) | 0.1 | $239k | 700.00 | 341.43 | |
| Target Corporation (TGT) | 0.1 | $231k | 1.0k | 231.00 | |
| Flowers Foods (FLO) | 0.1 | $211k | 7.7k | 27.44 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $209k | 700.00 | 298.57 | |
| LKQ Corporation (LKQ) | 0.1 | $204k | 3.4k | 60.00 | |
| American Express Company (AXP) | 0.1 | $202k | 1.2k | 163.83 | |
| Visa (V) | 0.1 | $200k | 925.00 | 216.22 |
