Long Road Investment Counsel

Long Road Investment Counsel as of June 30, 2022

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 69 positions in its portfolio as reported in the June 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 8.4 $16M 26k 631.75
Automatic Data Processing (ADP) 6.0 $12M 55k 210.03
Stryker Corporation (SYK) 4.6 $8.9M 45k 198.93
Estee Lauder Companies (EL) 4.5 $8.8M 35k 254.68
Illinois Tool Works (ITW) 3.8 $7.5M 41k 182.24
CarMax (KMX) 3.7 $7.1M 79k 90.48
Fastenal Company (FAST) 3.4 $6.6M 132k 49.92
Alphabet Inc Class C cs (GOOG) 2.9 $5.6M 2.6k 2187.62
Alphabet Inc Class A cs (GOOGL) 2.9 $5.6M 2.6k 2179.16
Oracle Corporation (ORCL) 2.8 $5.5M 79k 69.88
Starbucks Corporation (SBUX) 2.7 $5.4M 70k 76.39
Accenture (ACN) 2.7 $5.3M 19k 277.64
Intercontinental Exchange (ICE) 2.6 $5.0M 53k 94.04
Pepsi (PEP) 2.5 $4.9M 29k 166.67
Apple (AAPL) 2.4 $4.8M 35k 136.72
Thermo Fisher Scientific (TMO) 2.2 $4.3M 7.8k 543.30
Wright Express (WEX) 2.2 $4.2M 27k 155.56
Becton, Dickinson and (BDX) 2.1 $4.2M 17k 246.54
IDEXX Laboratories (IDXX) 2.0 $3.8M 11k 350.73
Ritchie Bros. Auctioneers Inco 2.0 $3.8M 59k 65.07
Fidelity National Information Services (FIS) 2.0 $3.8M 42k 91.66
Air Products & Chemicals (APD) 1.9 $3.7M 16k 240.45
Expeditors International of Washington (EXPD) 1.9 $3.7M 38k 97.45
Omni (OMC) 1.7 $3.3M 52k 63.62
Dorman Products (DORM) 1.6 $3.1M 29k 109.70
Johnson & Johnson (JNJ) 1.4 $2.7M 15k 177.54
AFLAC Incorporated (AFL) 1.4 $2.6M 48k 55.33
Cdk Global Inc equities 1.3 $2.6M 47k 54.76
Broadridge Financial Solutions (BR) 1.3 $2.6M 18k 142.56
Intuit (INTU) 1.0 $2.0M 5.2k 385.49
Walgreen Boots Alliance (WBA) 0.9 $1.8M 48k 37.89
Affiliated Managers (AMG) 0.9 $1.8M 15k 116.58
Nortonlifelock (GEN) 0.9 $1.7M 76k 21.96
BorgWarner (BWA) 0.8 $1.6M 48k 33.38
Gilead Sciences (GILD) 0.8 $1.6M 26k 61.80
SYSCO Corporation (SYY) 0.8 $1.5M 18k 84.68
Abbott Laboratories (ABT) 0.7 $1.4M 13k 108.67
State Street Corporation (STT) 0.7 $1.4M 22k 61.63
Cintas Corporation (CTAS) 0.7 $1.3M 3.5k 373.62
Cheesecake Factory Incorporated (CAKE) 0.6 $1.2M 44k 26.42
Equifax (EFX) 0.6 $1.1M 6.0k 182.70
Abbvie (ABBV) 0.6 $1.1M 7.1k 153.22
Paypal Holdings (PYPL) 0.5 $1.1M 15k 69.87
Procter & Gamble Company (PG) 0.5 $1.0M 7.1k 143.81
Moody's Corporation (MCO) 0.5 $1.0M 3.7k 271.89
Ishares Msci Eafe Etf Etf (EFA) 0.5 $959k 15k 62.52
Gentex Corporation (GNTX) 0.5 $959k 34k 27.96
Scotts Miracle-Gro Company (SMG) 0.5 $936k 12k 78.99
General Electric (GE) 0.5 $906k 14k 63.67
Pfizer (PFE) 0.5 $893k 17k 52.42
Adobe Systems Incorporated (ADBE) 0.5 $879k 2.4k 366.25
Exxon Mobil Corporation (XOM) 0.4 $871k 10k 85.60
Spdr S&p 500 Etf Etf (SPY) 0.4 $826k 2.2k 377.34
Berkshire Hathaway (BRK.A) 0.4 $818k 2.00 409000.00
Vanguard Ftse Emerging Markets Etf (VWO) 0.4 $807k 19k 41.64
Microsoft Corporation (MSFT) 0.4 $801k 3.1k 256.98
Jacobs Engineering 0.3 $613k 4.8k 127.05
Western Union Company (WU) 0.3 $611k 37k 16.46
Medtronic (MDT) 0.3 $574k 6.4k 89.69
Amgen (AMGN) 0.3 $535k 2.2k 243.18
Spdr S&p 400 Etf Etf (MDY) 0.3 $531k 1.3k 413.23
Knight Swift Transn Hldgs (KNX) 0.3 $491k 11k 46.30
Tractor Supply Company (TSCO) 0.2 $465k 2.4k 193.75
Lowe's Companies (LOW) 0.2 $358k 2.1k 174.63
Costco Wholesale Corporation (COST) 0.2 $354k 738.00 479.67
Philip Morris International (PM) 0.2 $336k 3.4k 98.82
Ecolab (ECL) 0.1 $258k 1.7k 153.57
Darden Restaurants (DRI) 0.1 $204k 1.8k 113.33
Flowers Foods (FLO) 0.1 $202k 7.7k 26.27