Long Road Investment Counsel

Long Road Investment Counsel as of Sept. 30, 2024

Portfolio Holdings for Long Road Investment Counsel

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 10.4 $26M 23k 1151.62
Stryker Corporation (SYK) 6.1 $15M 42k 361.26
Automatic Data Processing (ADP) 5.7 $14M 52k 276.73
Oracle Corporation (ORCL) 4.9 $12M 72k 170.40
Illinois Tool Works (ITW) 4.0 $10M 39k 262.08
Alphabet Inc Class C cs (GOOG) 3.3 $8.3M 50k 167.20
Fastenal Company (FAST) 3.3 $8.3M 116k 71.42
Alphabet Inc Class A cs (GOOGL) 3.2 $8.1M 49k 165.85
Intercontinental Exchange (ICE) 3.2 $8.1M 50k 160.65
Apple (AAPL) 3.2 $8.0M 34k 233.01
Starbucks Corporation (SBUX) 2.6 $6.5M 67k 97.48
Accenture (ACN) 2.5 $6.4M 18k 353.48
CarMax (KMX) 2.4 $6.0M 77k 77.38
Wright Express (WEX) 2.2 $5.6M 27k 209.75
IDEXX Laboratories (IDXX) 2.1 $5.3M 11k 505.26
Omni (OMC) 2.1 $5.2M 51k 103.38
Expeditors International of Washington (EXPD) 2.0 $5.0M 38k 131.41
AFLAC Incorporated (AFL) 2.0 $4.9M 44k 111.79
Pepsi (PEP) 1.9 $4.8M 28k 170.04
Thermo Fisher Scientific (TMO) 1.8 $4.6M 7.4k 618.51
Rb Global (RBA) 1.8 $4.5M 56k 80.50
Air Products & Chemicals (APD) 1.7 $4.3M 15k 297.76
Becton, Dickinson and (BDX) 1.6 $3.9M 16k 241.12
Broadridge Financial Solutions (BR) 1.5 $3.7M 17k 215.03
Estee Lauder Companies (EL) 1.4 $3.4M 34k 99.70
Intuit (INTU) 1.3 $3.2M 5.2k 621.08
Dorman Products (DORM) 1.3 $3.1M 28k 113.11
Cintas Corporation (CTAS) 1.1 $2.8M 14k 205.87
Fidelity National Information Services (FIS) 1.1 $2.8M 33k 83.74
General Electric (GE) 1.1 $2.7M 14k 188.59
Affiliated Managers (AMG) 1.0 $2.6M 15k 177.78
Johnson & Johnson (JNJ) 0.9 $2.2M 14k 162.05
Nortonlifelock (GEN) 0.8 $2.1M 76k 27.43
Gilead Sciences (GILD) 0.8 $2.0M 24k 83.84
State Street Corporation (STT) 0.8 $1.9M 22k 88.45
Equifax (EFX) 0.7 $1.8M 6.0k 293.83
Cheesecake Factory Incorporated (CAKE) 0.7 $1.7M 43k 40.56
Moody's Corporation (MCO) 0.7 $1.7M 3.7k 474.59
BorgWarner (BWA) 0.7 $1.7M 46k 36.28
Spdr S&p 500 Etf Etf (SPY) 0.6 $1.5M 2.6k 573.83
Abbott Laboratories (ABT) 0.6 $1.5M 13k 114.03
Berkshire Hathaway (BRK.A) 0.6 $1.4M 2.00 691000.00
Microsoft Corporation (MSFT) 0.5 $1.3M 3.1k 430.22
Ishares Msci Eafe Etf Etf (EFA) 0.5 $1.3M 15k 83.66
SYSCO Corporation (SYY) 0.5 $1.2M 16k 78.08
Paypal Holdings (PYPL) 0.5 $1.2M 15k 78.00
Adobe Systems Incorporated (ADBE) 0.5 $1.1M 2.2k 517.73
Abbvie (ABBV) 0.4 $1.1M 5.5k 197.44
Boot Barn Hldgs (BOOT) 0.4 $1.0M 6.2k 167.29
Scotts Miracle-Gro Company (SMG) 0.4 $1.0M 12k 86.67
Procter & Gamble Company (PG) 0.4 $927k 5.4k 173.24
Vanguard Ftse Emerging Markets Etf (VWO) 0.4 $908k 19k 47.84
Spdr S&p Midcap 400 Etf Etf (MDY) 0.4 $906k 1.6k 569.81
Ge Vernova (GEV) 0.4 $896k 3.5k 254.98
Gentex Corporation (GNTX) 0.3 $781k 26k 29.70
Amgen (AMGN) 0.3 $709k 2.2k 322.27
Ge Healthcare Technologies I (GEHC) 0.3 $702k 7.5k 93.90
Tractor Supply Company (TSCO) 0.3 $698k 2.4k 290.83
Phinia (PHIN) 0.3 $659k 14k 46.00
Jacobs Engineering Group (J) 0.3 $632k 4.8k 130.98
Exxon Mobil Corporation (XOM) 0.2 $607k 5.2k 117.29
Medtronic (MDT) 0.2 $576k 6.4k 90.00
Knight Swift Transn Hldgs (KNX) 0.2 $432k 8.0k 53.97
Ecolab (ECL) 0.2 $429k 1.7k 255.36
Walgreen Boots Alliance (WBA) 0.2 $427k 48k 8.96
Western Union Company (WU) 0.2 $377k 32k 11.94
Costco Wholesale Corporation (COST) 0.1 $362k 408.00 887.25
Berkshire Hathaway (BRK.B) 0.1 $322k 700.00 460.00
Lowe's Companies (LOW) 0.1 $257k 950.00 270.53
Pfizer (PFE) 0.1 $233k 8.0k 29.00
Facebook Inc cl a (META) 0.1 $203k 355.00 571.83