Long Road Investment Counsel

Long Road Investment Counsel as of March 31, 2024

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 70 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 11.2 $27M 24k 1128.89
Stryker Corporation (SYK) 6.3 $15M 42k 357.86
Automatic Data Processing (ADP) 5.5 $13M 52k 249.75
Illinois Tool Works (ITW) 4.4 $10M 39k 268.32
Oracle Corporation (ORCL) 3.9 $9.3M 74k 125.61
Fastenal Company (FAST) 3.9 $9.2M 119k 77.14
Alphabet Inc Class C cs (GOOG) 3.2 $7.5M 50k 152.26
Alphabet Inc Class A cs (GOOGL) 3.1 $7.4M 49k 150.92
Intercontinental Exchange (ICE) 2.9 $7.0M 51k 137.43
CarMax (KMX) 2.8 $6.7M 77k 87.11
Wright Express (WEX) 2.7 $6.3M 27k 237.53
Accenture (ACN) 2.6 $6.3M 18k 346.62
Starbucks Corporation (SBUX) 2.6 $6.1M 67k 91.39
Apple (AAPL) 2.5 $5.9M 34k 171.49
IDEXX Laboratories (IDXX) 2.4 $5.6M 11k 539.90
Estee Lauder Companies (EL) 2.2 $5.3M 34k 154.14
Pepsi (PEP) 2.1 $5.0M 28k 175.02
Omni (OMC) 2.1 $4.9M 51k 96.76
Expeditors International of Washington (EXPD) 1.9 $4.6M 38k 121.56
Thermo Fisher Scientific (TMO) 1.8 $4.3M 7.4k 581.19
Rb Global (RBA) 1.8 $4.3M 56k 76.17
Becton, Dickinson and (BDX) 1.7 $4.0M 16k 247.43
AFLAC Incorporated (AFL) 1.6 $3.9M 46k 85.86
Broadridge Financial Solutions (BR) 1.5 $3.5M 17k 204.88
Air Products & Chemicals (APD) 1.5 $3.5M 15k 242.30
Intuit (INTU) 1.4 $3.4M 5.2k 649.90
Dorman Products (DORM) 1.1 $2.7M 28k 96.37
General Electric (GE) 1.0 $2.5M 14k 175.54
Affiliated Managers (AMG) 1.0 $2.4M 15k 167.46
Fidelity National Information Services (FIS) 1.0 $2.4M 32k 74.16
Cintas Corporation (CTAS) 1.0 $2.4M 3.5k 686.96
Johnson & Johnson (JNJ) 0.9 $2.2M 14k 158.22
Gilead Sciences (GILD) 0.7 $1.8M 24k 73.24
State Street Corporation (STT) 0.7 $1.7M 22k 77.31
Nortonlifelock (GEN) 0.7 $1.7M 76k 22.40
BorgWarner (BWA) 0.7 $1.6M 46k 34.74
Equifax (EFX) 0.7 $1.6M 6.0k 267.52
Cheesecake Factory Incorporated (CAKE) 0.7 $1.6M 43k 36.15
Abbott Laboratories (ABT) 0.6 $1.5M 13k 113.65
Moody's Corporation (MCO) 0.6 $1.4M 3.7k 393.04
Microsoft Corporation (MSFT) 0.5 $1.3M 3.1k 420.60
Berkshire Hathaway (BRK.A) 0.5 $1.3M 2.00 634500.00
SYSCO Corporation (SYY) 0.5 $1.3M 16k 81.17
Ishares Msci Eafe Etf Etf (EFA) 0.5 $1.2M 15k 79.85
Adobe Systems Incorporated (ADBE) 0.5 $1.2M 2.3k 504.78
Spdr S&p 500 Etf Etf (SPY) 0.5 $1.1M 2.1k 523.26
Walgreen Boots Alliance (WBA) 0.4 $1.0M 48k 21.70
Paypal Holdings (PYPL) 0.4 $1.0M 15k 67.00
Abbvie (ABBV) 0.4 $997k 5.5k 182.10
Gentex Corporation (GNTX) 0.4 $950k 26k 36.12
Procter & Gamble Company (PG) 0.4 $868k 5.4k 162.21
Scotts Miracle-Gro Company (SMG) 0.4 $862k 12k 74.63
Vanguard Ftse Emerging Markets Etf (VWO) 0.3 $793k 19k 41.78
Jacobs Engineering Group (J) 0.3 $742k 4.8k 153.78
Tractor Supply Company (TSCO) 0.3 $628k 2.4k 261.67
Amgen (AMGN) 0.3 $626k 2.2k 284.55
Exxon Mobil Corporation (XOM) 0.3 $602k 5.2k 116.33
Boot Barn Hldgs (BOOT) 0.2 $588k 6.2k 95.22
Spdr S&p 400 Etf Etf (MDY) 0.2 $559k 1.0k 556.22
Medtronic (MDT) 0.2 $558k 6.4k 87.19
Ge Healthcare Technologies I (GEHC) 0.2 $531k 5.8k 90.86
Western Union Company (WU) 0.2 $510k 37k 13.98
Phinia (PHIN) 0.2 $450k 12k 38.44
Knight Swift Transn Hldgs (KNX) 0.2 $440k 8.0k 54.97
Ecolab (ECL) 0.2 $388k 1.7k 230.95
Costco Wholesale Corporation (COST) 0.1 $299k 408.00 732.84
Berkshire Hathaway (BRK.B) 0.1 $294k 700.00 420.00
Lowe's Companies (LOW) 0.1 $242k 950.00 254.74
Pfizer (PFE) 0.1 $223k 8.0k 27.75
Dolby Laboratories (DLB) 0.1 $212k 2.5k 83.96