All Stocks Held By Long Road Investment Counsel LLC

As of 12/31/2023, we find all stocks held by Long Road Investment Counsel LLC to be as follows, presented in the table below with each row detailing each Long Road Investment Counsel LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Long Road Investment Counsel LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Long Road Investment Counsel LLC as of the latest filing.

Entity	Amount	Change 09/30/2023 to 12/31/2023	Position Size ($ in 1000's)
O REILLY AUTOMOTIVE	23,576	-674	$24,119
ORLY	23,576	-674	$24,119
AUTOMATIC DATA PROCESSNG INC	53,689	+1,210	$13,196
ADP	53,689	+1,210	$13,196
ALPHABET CL C	90,590	+40,110	$12,846
GOOG	90,590	+40,110	$12,846
STRYKER CORP	42,610	-900	$12,760
SYK	42,610	-900	$12,760
ALPHABET CL A	89,740	+40,000	$12,573
GOOGL	89,740	+40,000	$12,573
ITW	38,328	-948	$10,000
ITW	38,328	-948	$10,000
FASTENAL CO	139,395	+16,000	$9,511
FAST	139,395	+16,000	$9,511
ORACLE	80,040	+4,100	$8,940
ORCL	80,040	+4,100	$8,940
INTERCONTINENTAL EXCHANGE (ICE)	61,835	+10,000	$7,873
ICE	61,835	+10,000	$7,873
APPLE	36,351	+1,600	$6,703
AAPL	36,351	+1,600	$6,703
ACCENTURE	17,920	-500	$6,521
ACN	17,920	-500	$6,521
STARBUCKS	69,270	UNCH	$6,444
SBUX	69,270	UNCH	$6,444
CARMAX	81,700	+3,100	$5,815
KMX	81,700	+3,100	$5,815
IDEXX LABS	11,150	+250	$5,743
IDXX	11,150	+250	$5,743
WEX	28,099	+1,010	$5,743
WEX	28,099	+1,010	$5,743
LAUDER ESTEE	33,784	-600	$4,941
EL	33,784	-600	$4,941
PEPSICO	28,300	UNCH	$4,769
PEP	28,300	UNCH	$4,769
OMNICOM	52,210	+1,100	$4,719
OMC	52,210	+1,100	$4,719
EXPEDITORS	37,350	-650	$4,718
EXPD	37,350	-650	$4,718
THERMO FISHER SCIENTIFIC	8,371	+830	$4,512
TMO	8,371	+830	$4,512
AFLAC	51,400	+3,600	$4,335
AFL	51,400	+3,600	$4,335
BECTON DICKINSON & CO	16,582	+50	$3,960
BDX	16,582	+50	$3,960
AIR PRODUCTS & CHEMICALS INC	14,365	+430	$3,673
APD	14,365	+430	$3,673
RB GLOBAL INC	54,940	-2,100	$3,515
RBA	54,940	-2,100	$3,515
BROADRIDGE FINANCIAL	16,950	-500	$3,461
BR	16,950	-500	$3,461
INTUIT SOFTWARE	5,170	UNCH	$3,264
INTU	5,170	UNCH	$3,264
DORMAN PRODUCTS	29,900	+1,350	$2,434
DORM	29,900	+1,350	$2,434
AFFILIATED MANAGERS GROUP	15,285	+500	$2,275
AMG	15,285	+500	$2,275
JOHNSON & JOHNSON	13,835	UNCH	$2,198
JNJ	13,835	UNCH	$2,198
FIDELITY NATL INFORMATION SVCS	33,695	+1,606	$2,098
FIS	33,695	+1,606	$2,098
CINTAS	3,450	UNCH	$2,086
CTAS	3,450	UNCH	$2,086
GE	14,358	+253	$1,901
GE	14,358	+253	$1,901
GILEAD SCIENCES	23,950	-600	$1,874
GILD	23,950	-600	$1,874
GEN DIGITAL	74,525	-1,900	$1,750
GEN	74,525	-1,900	$1,750
BORG WARNER	49,030	+2,000	$1,662
BWA	49,030	+2,000	$1,662
STATE STREET	21,551	-450	$1,592
STT	21,551	-450	$1,592
ABBOTT LABS	12,970	UNCH	$1,468
ABT	12,970	UNCH	$1,468
CHEESECAKE FACTORY	42,650	-900	$1,466
CAKE	42,650	-900	$1,466
EQUIFAX	5,966	UNCH	$1,458
EFX	5,966	UNCH	$1,458
MOODYS	3,679	UNCH	$1,442
MCO	3,679	UNCH	$1,442
BERKSHIRE HATHAWAY CL A			$1,425
BRK.A	2	UNCH	$1,156
BRK.B	700	UNCH	$269
ADOBE	2,300	UNCH	$1,421
ADBE	2,300	UNCH	$1,421
SYSCO	15,560	UNCH	$1,259
SYY	15,560	UNCH	$1,259
MICROSOFT	3,117	UNCH	$1,239
MSFT	3,117	UNCH	$1,239
WALGREENS	47,150	-1,200	$1,231
WBA	47,150	-1,200	$1,231
ISHARES MSCI EAFE ETF (EFA)	14,790	-350	$1,109
EFA	14,790	-350	$1,109
SPDR S&P 500 ETF (SPY)	2,064	UNCH	$997
SPY	2,064	UNCH	$997
PAYPAL	14,700	-600	$902
PYPL	14,700	-600	$902
ABBVIE	5,475	UNCH	$900
ABBV	5,475	UNCH	$900
GENTEX	26,300	UNCH	$871
GNTX	26,300	UNCH	$871
PROCTER & GAMBLE	5,351	UNCH	$841
PG	5,351	UNCH	$841
VANGUARD FTSE EMERGING MARKETS (VWO)	18,780	-400	$744
VWO	18,780	-400	$744
SCOTTS MIRACLE GRO CO CL A	11,250	-600	$717
SMG	11,250	-600	$717
JACOBS SOLUTIONS INC	4,825	UNCH	$650
J	4,825	UNCH	$650
MEDTRONIC	6,400	UNCH	$560
MDT	6,400	UNCH	$560
TRACTOR SUPPLY	2,400	UNCH	$539
TSCO	2,400	UNCH	$539
EXXON MOBIL	5,175	UNCH	$532
XOM	5,175	UNCH	$532
SPDR S&P 400 ETF (MDY)	985	UNCH	$491
MDY	985	UNCH	$491
WESTERN UNION	37,087	-25	$466
WU	37,087	-25	$466
KNIGHT SWIFT	8,005	UNCH	$459
KNX	8,005	UNCH	$459
BOOT BARN	5,925	+5,925	$425
BOOT	5,925	+5,925	$425
GE HEALTHCARE	5,143	+451	$377
GEHC	5,143	+451	$377
ECOLAB	1,680	UNCH	$333
ECL	1,680	UNCH	$333
PHINIA	9,806	+400	$297
PHIN	9,806	+400	$297
COSTCO	408	UNCH	$284
COST	408	UNCH	$284
PFIZER	8,035	UNCH	$218
PFE	8,035	UNCH	$218
DOLBY	2,525	UNCH	$210
DLB	2,525	UNCH	$210
LOWES	950	+950	$202
LOW	950	+950	$202
AMGEN	0	-2,200	$0 (exited)
AMGN	0	-2,200	$0

See Summary: Long Road Investment Counsel LLC Top Holdings
See Details: Top 10 Stocks Held By Long Road Investment Counsel LLC

Entity	Shares/Amount Change	Position Value Change
Biggest New Positions
BOOT	+5,925	+$425
LOW	+950	+$202

Entity	Shares/Amount Change	Position Value Change
Biggest Exited Positions
AMGN	-2,200	-$591

Entity	Shares/Amount Change	Position Value Change
Biggest Position Increases
GOOG	+40,110	+$6,190
GOOGL	+40,000	+$6,064
FAST	+16,000	+$2,769
ICE	+10,000	+$2,170
ORCL	+4,100	+$896
AFL	+3,600	+$666
KMX	+3,100	+$256
BWA	+2,000	-$237
FIS	+1,606	+$324
AAPL	+1,600	+$753

Entity	Shares/Amount Change	Position Value Change
Biggest Position Decreases
RBA	-2,100	-$50
GEN	-1,900	+$399
WBA	-1,200	+$156
ITW	-948	+$954
CAKE	-900	+$146
SYK	-900	+$870
ORLY	-674	+$2,079
EXPD	-650	+$362
SMG	-600	+$105

Long Road Investment Counsel LLC Info

Size ($ in 1000's)
At 12/31/2023: $240,057
At 09/30/2023: $206,148

Long Road Investment Counsel LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Long Road Investment Counsel LLC 13F filings. Link to 13F filings: SEC filings

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