Long Road Investment Counsel

Long Road Investment Counsel as of June 30, 2024

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 71 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 10.7 $25M 23k 1056.04
Stryker Corporation (SYK) 6.2 $14M 42k 340.25
Automatic Data Processing (ADP) 5.4 $13M 52k 238.69
Oracle Corporation (ORCL) 4.5 $10M 73k 141.20
Illinois Tool Works (ITW) 4.0 $9.2M 39k 236.96
Alphabet Inc Class C cs (GOOG) 4.0 $9.1M 50k 183.43
Alphabet Inc Class A cs (GOOGL) 3.9 $8.9M 49k 182.15
Fastenal Company (FAST) 3.2 $7.3M 116k 62.84
Apple (AAPL) 3.1 $7.2M 34k 210.62
Intercontinental Exchange (ICE) 3.0 $7.0M 51k 136.88
CarMax (KMX) 2.5 $5.7M 77k 73.34
Accenture (ACN) 2.4 $5.5M 18k 303.39
Starbucks Corporation (SBUX) 2.3 $5.2M 67k 77.85
IDEXX Laboratories (IDXX) 2.2 $5.1M 11k 487.18
Wright Express (WEX) 2.1 $4.7M 27k 177.12
Expeditors International of Washington (EXPD) 2.0 $4.7M 38k 124.80
Pepsi (PEP) 2.0 $4.7M 28k 164.95
Omni (OMC) 2.0 $4.5M 51k 89.70
Rb Global (RBA) 1.9 $4.3M 56k 76.35
Thermo Fisher Scientific (TMO) 1.8 $4.1M 7.4k 553.03
AFLAC Incorporated (AFL) 1.8 $4.1M 46k 89.30
Becton, Dickinson and (BDX) 1.7 $3.8M 16k 233.71
Air Products & Chemicals (APD) 1.6 $3.7M 15k 258.08
Estee Lauder Companies (EL) 1.6 $3.7M 34k 106.39
Broadridge Financial Solutions (BR) 1.5 $3.4M 17k 196.99
Intuit (INTU) 1.5 $3.4M 5.2k 657.25
Dorman Products (DORM) 1.1 $2.5M 28k 91.49
Fidelity National Information Services (FIS) 1.1 $2.5M 33k 75.36
Cintas Corporation (CTAS) 1.1 $2.4M 3.5k 700.29
Affiliated Managers (AMG) 1.0 $2.3M 15k 156.24
General Electric (GE) 1.0 $2.2M 14k 158.95
Johnson & Johnson (JNJ) 0.9 $2.0M 14k 146.15
Nortonlifelock (GEN) 0.8 $1.9M 76k 24.98
Cheesecake Factory Incorporated (CAKE) 0.7 $1.7M 43k 39.28
Gilead Sciences (GILD) 0.7 $1.7M 24k 68.62
State Street Corporation (STT) 0.7 $1.6M 22k 74.00
Moody's Corporation (MCO) 0.7 $1.5M 3.7k 421.04
BorgWarner (BWA) 0.6 $1.5M 46k 32.24
Equifax (EFX) 0.6 $1.4M 6.0k 242.54
Spdr S&p 500 Etf Etf (SPY) 0.6 $1.4M 2.6k 544.38
Microsoft Corporation (MSFT) 0.6 $1.4M 3.1k 446.90
Abbott Laboratories (ABT) 0.6 $1.3M 13k 103.93
Berkshire Hathaway (BRK.A) 0.5 $1.2M 2.00 612000.00
Adobe Systems Incorporated (ADBE) 0.5 $1.2M 2.2k 555.45
Ishares Msci Eafe Etf Etf (EFA) 0.5 $1.2M 15k 78.32
SYSCO Corporation (SYY) 0.5 $1.1M 16k 71.40
Abbvie (ABBV) 0.4 $939k 5.5k 171.51
Gentex Corporation (GNTX) 0.4 $887k 26k 33.73
Procter & Gamble Company (PG) 0.4 $882k 5.4k 164.83
Paypal Holdings (PYPL) 0.4 $870k 15k 58.00
Spdr S&p Midcap 400 Etf Etf (MDY) 0.4 $832k 1.6k 535.05
Vanguard Intl Equity Indexfds Etf (VWO) 0.4 $831k 19k 43.78
Boot Barn Hldgs (BOOT) 0.3 $796k 6.2k 128.91
Scotts Miracle-Gro Company (SMG) 0.3 $751k 12k 65.02
Amgen (AMGN) 0.3 $687k 2.2k 312.27
Jacobs Engineering Group (J) 0.3 $674k 4.8k 139.69
Tractor Supply Company (TSCO) 0.3 $648k 2.4k 270.00
Ge Vernova (GEV) 0.3 $603k 3.5k 171.55
Exxon Mobil Corporation (XOM) 0.3 $596k 5.2k 115.17
Walgreen Boots Alliance (WBA) 0.3 $578k 48k 12.10
Ge Healthcare Technologies I (GEHC) 0.2 $510k 6.5k 77.95
Phinia (PHIN) 0.2 $508k 13k 39.36
Medtronic (MDT) 0.2 $504k 6.4k 78.75
Western Union Company (WU) 0.2 $446k 37k 12.22
Knight Swift Transn Hldgs (KNX) 0.2 $400k 8.0k 49.97
Ecolab (ECL) 0.2 $400k 1.7k 238.10
Costco Wholesale Corporation (COST) 0.2 $347k 408.00 850.49
Berkshire Hathaway (BRK.B) 0.1 $285k 700.00 407.14
Pfizer (PFE) 0.1 $225k 8.0k 28.00
Lowe's Companies (LOW) 0.1 $209k 950.00 220.00
Dolby Laboratories (DLB) 0.1 $200k 2.5k 79.21