Long Road Investment Counsel

Long Road Investment Counsel as of June 30, 2023

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 67 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 10.8 $23M 24k 955.29
Stryker Corporation (SYK) 6.2 $13M 44k 305.08
Automatic Data Processing (ADP) 5.5 $12M 54k 219.79
Illinois Tool Works (ITW) 4.6 $9.8M 39k 250.15
Oracle Corporation (ORCL) 4.3 $9.2M 77k 119.09
Fastenal Company (FAST) 3.5 $7.6M 128k 58.99
Starbucks Corporation (SBUX) 3.2 $6.9M 69k 99.06
Estee Lauder Companies (EL) 3.1 $6.8M 34k 196.37
Apple (AAPL) 3.1 $6.7M 35k 193.98
CarMax (KMX) 3.1 $6.6M 79k 83.70
Alphabet Inc Class C cs (GOOG) 2.8 $6.1M 51k 120.98
Alphabet Inc Class A cs (GOOGL) 2.8 $6.0M 50k 119.70
Intercontinental Exchange (ICE) 2.7 $5.9M 52k 113.09
Accenture (ACN) 2.6 $5.7M 18k 308.58
IDEXX Laboratories (IDXX) 2.6 $5.5M 11k 502.20
Pepsi (PEP) 2.4 $5.2M 28k 185.23
Wright Express (WEX) 2.3 $4.9M 27k 182.07
Omni (OMC) 2.3 $4.9M 51k 95.15
Expeditors International of Washington (EXPD) 2.1 $4.6M 38k 121.13
Becton, Dickinson and (BDX) 2.0 $4.3M 16k 264.03
Air Products & Chemicals (APD) 1.9 $4.2M 14k 299.53
Thermo Fisher Scientific (TMO) 1.8 $3.9M 7.5k 521.81
AFLAC Incorporated (AFL) 1.6 $3.3M 48k 69.79
Broadridge Financial Solutions (BR) 1.3 $2.9M 18k 165.62
Intuit (INTU) 1.1 $2.4M 5.2k 458.22
BorgWarner (BWA) 1.1 $2.3M 47k 48.91
Johnson & Johnson (JNJ) 1.1 $2.3M 14k 165.52
Dorman Products (DORM) 1.0 $2.3M 29k 78.84
Affiliated Managers (AMG) 1.0 $2.2M 15k 149.88
Gilead Sciences (GILD) 0.9 $1.9M 25k 77.07
Fidelity National Information Services (FIS) 0.8 $1.8M 32k 54.69
Cintas Corporation (CTAS) 0.8 $1.7M 3.5k 497.10
State Street Corporation (STT) 0.8 $1.6M 22k 73.18
General Electric (GE) 0.7 $1.5M 14k 109.82
Cheesecake Factory Incorporated (CAKE) 0.7 $1.5M 44k 34.58
Nortonlifelock (GEN) 0.7 $1.4M 76k 18.55
Abbott Laboratories (ABT) 0.7 $1.4M 13k 109.02
Equifax (EFX) 0.7 $1.4M 6.0k 235.33
Walgreen Boots Alliance (WBA) 0.6 $1.4M 48k 28.48
Moody's Corporation (MCO) 0.6 $1.3M 3.7k 347.65
Adobe Systems Incorporated (ADBE) 0.5 $1.2M 2.4k 489.17
SYSCO Corporation (SYY) 0.5 $1.2M 16k 74.23
Ishares Tr Etf (EFA) 0.5 $1.1M 15k 72.52
Microsoft Corporation (MSFT) 0.5 $1.1M 3.1k 340.39
Berkshire Hathaway (BRK.A) 0.5 $1.0M 2.00 518000.00
Paypal Holdings (PYPL) 0.5 $1.0M 15k 66.73
Spdr S&p 500 Etf Etf (SPY) 0.4 $882k 2.0k 443.44
Procter & Gamble Company (PG) 0.4 $812k 5.4k 151.75
Vanguard Intl Equity Index F Etf (VWO) 0.4 $780k 19k 40.67
Gentex Corporation (GNTX) 0.4 $770k 26k 29.28
Scotts Miracle-Gro Company (SMG) 0.3 $743k 12k 62.70
Abbvie (ABBV) 0.3 $738k 5.5k 134.79
Jacobs Engineering Group (J) 0.3 $574k 4.8k 118.96
Medtronic (MDT) 0.3 $564k 6.4k 88.12
Exxon Mobil Corporation (XOM) 0.3 $555k 5.2k 107.25
Tractor Supply Company (TSCO) 0.2 $531k 2.4k 221.25
Amgen (AMGN) 0.2 $488k 2.2k 221.82
Spdr S&p 400 Etf Etf (MDY) 0.2 $472k 985.00 479.19
Knight Swift Transn Hldgs (KNX) 0.2 $445k 8.0k 55.59
Western Union Company (WU) 0.2 $435k 37k 11.72
Ge Healthcare Technologies I (GEHC) 0.2 $381k 4.7k 81.20
Ecolab (ECL) 0.1 $314k 1.7k 186.90
Pfizer (PFE) 0.1 $295k 8.0k 36.71
Berkshire Hathaway (BRK.B) 0.1 $239k 700.00 341.43
Costco Wholesale Corporation (COST) 0.1 $220k 408.00 539.22
Lowe's Companies (LOW) 0.1 $214k 950.00 225.26
Dolby Laboratories (DLB) 0.1 $211k 2.5k 83.56