Long Road Investment Counsel

Long Road Investment Counsel as of June 30, 2025

Portfolio Holdings for Long Road Investment Counsel

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
O'reilly Automotive (ORLY) 11.1 $30M 331k 90.13
Stryker Corporation (SYK) 6.3 $17M 43k 395.63
Automatic Data Processing (ADP) 6.1 $16M 53k 308.40
Oracle Corporation (ORCL) 5.8 $16M 71k 218.63
Fastenal Company (FAST) 3.9 $10M 246k 42.00
Illinois Tool Works (ITW) 3.6 $9.7M 39k 247.25
Intercontinental Exchange (ICE) 3.5 $9.3M 51k 183.47
Alphabet Inc Class C cs (GOOG) 3.2 $8.7M 49k 177.39
Alphabet Inc Class A cs (GOOGL) 3.2 $8.5M 49k 176.23
Apple (AAPL) 2.4 $6.4M 31k 205.17
Starbucks Corporation (SBUX) 2.3 $6.2M 68k 91.63
Rb Global (RBA) 2.2 $6.0M 57k 106.19
IDEXX Laboratories (IDXX) 2.2 $5.9M 11k 536.34
Accenture (ACN) 2.0 $5.3M 18k 298.89
CarMax (KMX) 2.0 $5.2M 78k 67.21
AFLAC Incorporated (AFL) 1.7 $4.7M 44k 105.46
Expeditors International of Washington (EXPD) 1.6 $4.3M 38k 114.25
Broadridge Financial Solutions (BR) 1.6 $4.2M 17k 243.03
Air Products & Chemicals (APD) 1.5 $4.1M 15k 282.06
Intuit (INTU) 1.5 $4.1M 5.2k 787.63
Wright Express (WEX) 1.5 $4.1M 28k 146.89
Pepsi (PEP) 1.4 $3.7M 28k 132.04
General Electric (GE) 1.4 $3.7M 14k 257.39
Omni (OMC) 1.4 $3.7M 51k 71.94
Dorman Products (DORM) 1.3 $3.4M 28k 122.67
Cintas Corporation (CTAS) 1.1 $3.1M 14k 222.87
Thermo Fisher Scientific (TMO) 1.1 $3.1M 7.5k 405.46
Fidelity National Information Services (FIS) 1.1 $3.0M 37k 81.41
Affiliated Managers (AMG) 1.1 $3.0M 15k 196.77
Becton, Dickinson and (BDX) 1.0 $2.8M 16k 172.25
Estee Lauder Companies (EL) 1.0 $2.8M 34k 80.80
Cheesecake Factory Incorporated (CAKE) 1.0 $2.7M 43k 62.66
Gilead Sciences (GILD) 1.0 $2.7M 24k 110.87
State Street Corporation (STT) 0.9 $2.3M 22k 106.34
Microsoft Corporation (MSFT) 0.8 $2.3M 4.6k 497.41
Workday Inc cl a (WDAY) 0.8 $2.3M 9.4k 240.00
Nortonlifelock (GEN) 0.8 $2.2M 76k 29.40
Johnson & Johnson (JNJ) 0.8 $2.2M 15k 152.75
Ge Vernova (GEV) 0.7 $1.9M 3.6k 529.22
Abbott Laboratories (ABT) 0.7 $1.9M 14k 136.01
Moody's Corporation (MCO) 0.7 $1.8M 3.7k 501.59
Spdr S&p 500 Etf Etf (SPY) 0.6 $1.7M 2.7k 617.85
BorgWarner (BWA) 0.6 $1.6M 47k 33.48
Equifax (EFX) 0.6 $1.5M 5.9k 259.37
Berkshire Hathaway (BRK.A) 0.5 $1.5M 2.00 728800.00
Ishares Msci Eafe Etf Etf (EFA) 0.5 $1.3M 15k 89.39
SYSCO Corporation (SYY) 0.5 $1.2M 16k 75.74
Paypal Holdings (PYPL) 0.4 $1.1M 15k 74.32
Abbvie (ABBV) 0.4 $1.1M 6.0k 185.62
JPMorgan Chase & Co. (JPM) 0.4 $995k 3.4k 289.91
Spdr S&p Midcap 400 Etf Etf (MDY) 0.4 $991k 1.8k 566.48
Boot Barn Hldgs (BOOT) 0.4 $961k 6.3k 152.00
Vanguard Ftse Emerging Markets Etf (VWO) 0.4 $939k 19k 49.46
Adobe Systems Incorporated (ADBE) 0.3 $902k 2.3k 386.88
Procter & Gamble Company (PG) 0.3 $853k 5.4k 159.32
Scotts Miracle-Gro Company (SMG) 0.3 $760k 12k 65.96
Tractor Supply Company (TSCO) 0.3 $699k 13k 52.77
Phinia (PHIN) 0.2 $655k 15k 44.49
Medtronic (MDT) 0.2 $636k 7.3k 87.17
Amgen (AMGN) 0.2 $614k 2.2k 279.21
Ge Healthcare Technologies I (GEHC) 0.2 $607k 8.2k 74.07
Jacobs Engineering Group (J) 0.2 $601k 4.6k 131.45
Gentex Corporation (GNTX) 0.2 $578k 26k 21.99
Exxon Mobil Corporation (XOM) 0.2 $558k 5.2k 107.80
Walgreen Boots Alliance 0.2 $523k 46k 11.48
Ecolab (ECL) 0.2 $453k 1.7k 269.44
Visa (V) 0.2 $443k 1.2k 355.05
Costco Wholesale Corporation (COST) 0.2 $404k 408.00 989.94
MasterCard Incorporated (MA) 0.1 $374k 665.00 561.84
Iron Mountain (IRM) 0.1 $359k 3.5k 102.57
Knight Swift Transn Hldgs (KNX) 0.1 $341k 7.7k 44.23
Berkshire Hathaway (BRK.B) 0.1 $340k 700.00 485.77
Pfizer (PFE) 0.1 $292k 12k 24.24
Paychex (PAYX) 0.1 $291k 2.0k 145.46
Fiserv (FI) 0.1 $277k 1.6k 172.41
Western Union Company (WU) 0.1 $266k 32k 8.42
Facebook Inc cl a (META) 0.1 $262k 355.00 738.61
Northern Trust Corporation (NTRS) 0.1 $254k 2.0k 126.79
Lowe's Companies (LOW) 0.1 $235k 1.1k 221.87
Morgan Stanley (MS) 0.1 $206k 1.5k 140.86