Long Road Investment Counsel as of Dec. 31, 2024
Portfolio Holdings for Long Road Investment Counsel
Long Road Investment Counsel holds 71 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| O'reilly Automotive (ORLY) | 10.7 | $26M | 22k | 1185.80 | |
| Automatic Data Processing (ADP) | 6.2 | $15M | 52k | 292.72 | |
| Stryker Corporation (SYK) | 6.2 | $15M | 42k | 360.05 | |
| Oracle Corporation (ORCL) | 4.8 | $12M | 70k | 166.64 | |
| Illinois Tool Works (ITW) | 4.0 | $9.8M | 39k | 253.56 | |
| Alphabet Inc Class A cs (GOOGL) | 3.7 | $9.2M | 48k | 189.31 | |
| Alphabet Inc Class C cs (GOOG) | 3.7 | $9.1M | 48k | 190.43 | |
| Fastenal Company (FAST) | 3.4 | $8.3M | 115k | 71.91 | |
| Apple (AAPL) | 3.4 | $8.3M | 33k | 250.43 | |
| Intercontinental Exchange (ICE) | 3.0 | $7.4M | 50k | 149.00 | |
| CarMax (KMX) | 2.6 | $6.3M | 77k | 81.76 | |
| Accenture (ACN) | 2.5 | $6.1M | 17k | 351.81 | |
| Starbucks Corporation (SBUX) | 2.5 | $6.1M | 67k | 91.26 | |
| Rb Global (RBA) | 2.1 | $5.1M | 56k | 90.21 | |
| Wright Express (WEX) | 1.9 | $4.6M | 27k | 175.34 | |
| AFLAC Incorporated (AFL) | 1.9 | $4.6M | 44k | 103.45 | |
| Omni (OMC) | 1.8 | $4.3M | 50k | 86.03 | |
| IDEXX Laboratories (IDXX) | 1.8 | $4.3M | 11k | 413.40 | |
| Pepsi (PEP) | 1.8 | $4.3M | 28k | 152.05 | |
| Air Products & Chemicals (APD) | 1.7 | $4.2M | 14k | 290.05 | |
| Expeditors International of Washington (EXPD) | 1.7 | $4.2M | 38k | 110.77 | |
| Broadridge Financial Solutions (BR) | 1.6 | $3.9M | 17k | 226.08 | |
| Thermo Fisher Scientific (TMO) | 1.6 | $3.8M | 7.3k | 520.28 | |
| Becton, Dickinson and (BDX) | 1.5 | $3.7M | 16k | 226.88 | |
| Dorman Products (DORM) | 1.5 | $3.6M | 28k | 129.55 | |
| Intuit (INTU) | 1.3 | $3.2M | 5.2k | 628.43 | |
| Fidelity National Information Services (FIS) | 1.1 | $2.7M | 33k | 80.76 | |
| Affiliated Managers (AMG) | 1.1 | $2.7M | 15k | 184.95 | |
| Estee Lauder Companies (EL) | 1.0 | $2.5M | 34k | 74.99 | |
| Cintas Corporation (CTAS) | 1.0 | $2.5M | 14k | 182.68 | |
| General Electric (GE) | 1.0 | $2.4M | 14k | 166.82 | |
| Gilead Sciences (GILD) | 0.9 | $2.2M | 24k | 92.37 | |
| State Street Corporation (STT) | 0.9 | $2.2M | 22k | 98.13 | |
| Nortonlifelock (GEN) | 0.8 | $2.1M | 76k | 27.39 | |
| Cheesecake Factory Incorporated (CAKE) | 0.8 | $2.0M | 43k | 47.45 | |
| Johnson & Johnson (JNJ) | 0.8 | $2.0M | 14k | 144.63 | |
| Moody's Corporation (MCO) | 0.7 | $1.7M | 3.7k | 473.50 | |
| Spdr S&p 500 Etf Etf (SPY) | 0.6 | $1.5M | 2.6k | 586.08 | |
| Equifax (EFX) | 0.6 | $1.5M | 5.8k | 254.81 | |
| BorgWarner (BWA) | 0.6 | $1.5M | 46k | 31.78 | |
| Abbott Laboratories (ABT) | 0.6 | $1.4M | 13k | 113.08 | |
| Berkshire Hathaway (BRK.A) | 0.6 | $1.4M | 2.00 | 681000.00 | |
| Microsoft Corporation (MSFT) | 0.5 | $1.3M | 3.1k | 421.56 | |
| Paypal Holdings (PYPL) | 0.5 | $1.3M | 15k | 85.33 | |
| SYSCO Corporation (SYY) | 0.5 | $1.2M | 16k | 76.48 | |
| Ge Vernova (GEV) | 0.5 | $1.2M | 3.5k | 328.97 | |
| Ishares Msci Eafe Etf Etf (EFA) | 0.5 | $1.1M | 15k | 75.58 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $978k | 2.2k | 444.55 | |
| Abbvie (ABBV) | 0.4 | $973k | 5.5k | 177.72 | |
| Boot Barn Hldgs (BOOT) | 0.4 | $937k | 6.2k | 151.74 | |
| Spdr S&p Midcap 400 Etf Etf (MDY) | 0.4 | $906k | 1.6k | 569.81 | |
| Procter & Gamble Company (PG) | 0.4 | $897k | 5.4k | 167.63 | |
| Vanguard Ftse Emerging Markets Etf (VWO) | 0.3 | $836k | 19k | 44.05 | |
| Gentex Corporation (GNTX) | 0.3 | $756k | 26k | 28.75 | |
| Scotts Miracle-Gro Company (SMG) | 0.3 | $755k | 11k | 66.37 | |
| Phinia (PHIN) | 0.3 | $690k | 14k | 48.16 | |
| Tractor Supply Company (TSCO) | 0.3 | $637k | 12k | 53.08 | |
| Jacobs Engineering Group (J) | 0.2 | $611k | 4.6k | 133.55 | |
| Ge Healthcare Technologies I (GEHC) | 0.2 | $585k | 7.5k | 78.25 | |
| Amgen (AMGN) | 0.2 | $573k | 2.2k | 260.45 | |
| Exxon Mobil Corporation (XOM) | 0.2 | $557k | 5.2k | 107.63 | |
| Medtronic (MDT) | 0.2 | $511k | 6.4k | 79.84 | |
| Walgreen Boots Alliance | 0.2 | $411k | 44k | 9.33 | |
| Knight Swift Transn Hldgs (KNX) | 0.2 | $398k | 7.5k | 53.03 | |
| Ecolab (ECL) | 0.2 | $394k | 1.7k | 234.52 | |
| Costco Wholesale Corporation (COST) | 0.2 | $374k | 408.00 | 916.67 | |
| Western Union Company (WU) | 0.1 | $335k | 32k | 10.61 | |
| Berkshire Hathaway (BRK.B) | 0.1 | $317k | 700.00 | 452.86 | |
| Lowe's Companies (LOW) | 0.1 | $234k | 950.00 | 246.32 | |
| Pfizer (PFE) | 0.1 | $213k | 8.0k | 26.51 | |
| Facebook Inc cl a (META) | 0.1 | $208k | 355.00 | 585.92 |