Long Road Investment Counsel

Long Road Investment Counsel as of March 31, 2025

Portfolio Holdings for Long Road Investment Counsel

Long Road Investment Counsel holds 80 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 12.3 $32M 22k 1432.58
Automatic Data Processing (ADP) 6.3 $16M 53k 305.53
Stryker Corporation (SYK) 6.1 $16M 43k 372.25
Oracle Corporation (ORCL) 3.9 $10M 72k 139.81
Fastenal Company (FAST) 3.8 $9.7M 125k 77.55
Illinois Tool Works (ITW) 3.8 $9.7M 39k 248.01
Intercontinental Exchange (ICE) 3.4 $8.8M 51k 172.50
Alphabet Inc Class C cs (GOOG) 3.0 $7.7M 49k 156.23
Alphabet Inc Class A cs (GOOGL) 3.0 $7.7M 50k 154.64
Apple (AAPL) 2.9 $7.4M 34k 222.13
Starbucks Corporation (SBUX) 2.6 $6.7M 69k 98.09
CarMax (KMX) 2.4 $6.1M 78k 77.92
Rb Global (RBA) 2.2 $5.7M 57k 100.30
Accenture (ACN) 2.1 $5.5M 18k 312.04
AFLAC Incorporated (AFL) 1.9 $5.0M 45k 111.19
IDEXX Laboratories (IDXX) 1.8 $4.7M 11k 419.95
Expeditors International of Washington (EXPD) 1.8 $4.6M 38k 120.25
Wright Express (WEX) 1.7 $4.4M 28k 157.02
Air Products & Chemicals (APD) 1.7 $4.3M 15k 294.92
Pepsi (PEP) 1.6 $4.2M 28k 149.94
Omni (OMC) 1.6 $4.2M 51k 82.91
Broadridge Financial Solutions (BR) 1.6 $4.2M 17k 242.46
Thermo Fisher Scientific (TMO) 1.5 $3.8M 7.6k 497.60
Becton, Dickinson and (BDX) 1.5 $3.7M 16k 229.06
Dorman Products (DORM) 1.3 $3.4M 28k 120.54
Intuit (INTU) 1.2 $3.2M 5.2k 613.99
General Electric (GE) 1.1 $2.9M 14k 200.15
Cintas Corporation (CTAS) 1.1 $2.8M 14k 205.53
Fidelity National Information Services (FIS) 1.1 $2.8M 37k 74.68
Gilead Sciences (GILD) 1.1 $2.8M 25k 112.05
Affiliated Managers (AMG) 1.0 $2.5M 15k 168.03
Johnson & Johnson (JNJ) 0.9 $2.4M 15k 165.84
Estee Lauder Companies (EL) 0.9 $2.3M 35k 66.00
Workday Inc cl a (WDAY) 0.9 $2.2M 9.4k 233.53
Cheesecake Factory Incorporated (CAKE) 0.8 $2.1M 44k 48.66
Nortonlifelock (GEN) 0.8 $2.0M 76k 26.54
State Street Corporation (STT) 0.8 $2.0M 22k 89.53
Abbott Laboratories (ABT) 0.7 $1.9M 14k 132.65
Microsoft Corporation (MSFT) 0.7 $1.7M 4.6k 375.39
Moody's Corporation (MCO) 0.7 $1.7M 3.7k 465.69
Berkshire Hathaway (BRK.A) 0.6 $1.6M 2.00 798441.50
Equifax (EFX) 0.6 $1.4M 5.9k 243.56
BorgWarner (BWA) 0.5 $1.3M 47k 28.65
Abbvie (ABBV) 0.5 $1.3M 6.0k 209.52
SYSCO Corporation (SYY) 0.5 $1.2M 16k 75.04
Ishares Msci Eafe Etf Etf (EFA) 0.5 $1.2M 15k 81.73
Ge Vernova (GEV) 0.4 $1.1M 3.6k 305.32
Paypal Holdings (PYPL) 0.4 $998k 15k 65.25
Procter & Gamble Company (PG) 0.4 $912k 5.4k 170.42
Adobe Systems Incorporated (ADBE) 0.3 $864k 2.3k 383.53
Vanguard Ftse Emerging Markets Etf (VWO) 0.3 $864k 19k 45.26
JPMorgan Chase & Co. (JPM) 0.3 $842k 3.4k 245.30
Tractor Supply Company (TSCO) 0.3 $730k 13k 55.10
Spdr S&p 500 Etf Etf (SPY) 0.3 $704k 1.3k 559.39
Spdr S&p Midcap 400 Etf Etf (MDY) 0.3 $704k 1.3k 533.48
Boot Barn Hldgs (BOOT) 0.3 $695k 6.5k 107.43
Amgen (AMGN) 0.3 $685k 2.2k 311.55
Ge Healthcare Technologies I (GEHC) 0.3 $656k 8.1k 80.71
Medtronic (MDT) 0.3 $656k 7.3k 89.86
Scotts Miracle-Gro Company (SMG) 0.2 $641k 12k 54.89
Phinia (PHIN) 0.2 $629k 15k 42.43
Exxon Mobil Corporation (XOM) 0.2 $616k 5.2k 118.93
Gentex Corporation (GNTX) 0.2 $613k 26k 23.30
Jacobs Engineering Group (J) 0.2 $553k 4.6k 120.89
Walgreen Boots Alliance 0.2 $512k 46k 11.17
Visa (V) 0.2 $437k 1.2k 350.46
Ecolab (ECL) 0.2 $426k 1.7k 253.52
Costco Wholesale Corporation (COST) 0.1 $386k 408.00 945.78
Berkshire Hathaway (BRK.B) 0.1 $373k 700.00 532.58
MasterCard Incorporated (MA) 0.1 $365k 665.00 548.12
Fiserv (FI) 0.1 $354k 1.6k 220.83
Western Union Company (WU) 0.1 $342k 32k 10.58
Knight Swift Transn Hldgs (KNX) 0.1 $326k 7.5k 43.49
Paychex (PAYX) 0.1 $309k 2.0k 154.28
Pfizer (PFE) 0.1 $305k 12k 25.34
Iron Mountain (IRM) 0.1 $301k 3.5k 86.04
Merck & Co (MRK) 0.1 $233k 2.6k 89.76
Lowe's Companies (LOW) 0.1 $222k 950.00 233.23
Facebook Inc cl a (META) 0.1 $205k 355.00 576.77
Dolby Laboratories (DLB) 0.1 $203k 2.5k 80.31