13F HOLDINGS REPORT

Long Road Investment Counsel, LLC

Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0000905729-25-000028

Total Value

$245,130

Positions

Other Managers

Confidential Omitted

View on SEC.gov

Holdings (71)

#	Issuer	Ticker / CUSIP	Shares	Value	% of Filing
1	O REILLY AUTOMOTIVE	67103H107	22,190	$26,313	10.73%
2	ADP	ADP	52,039	$15,233	6.21%
3	STRYKER	SYK	42,025	$15,131	6.17%
4	ORACLE	ORCL-PD	69,978	$11,661	4.76%
5	ITW	452308109	38,678	$9,807	4.00%
6	ALPHABET CL A	GOOG	48,440	$9,170	3.74%
7	ALPHABET CL C	GOOG	47,980	$9,137	3.73%
8	FASTENAL	FAST	115,395	$8,298	3.39%
9	APPLE	AAPL	33,051	$8,277	3.38%
10	INTERCONTINENTAL EXCHANGE	ICE	49,985	$7,448	3.04%
11	CARMAX	KMX	76,900	$6,287	2.56%
12	ACCENTURE	ACN	17,370	$6,111	2.49%
13	STARBUCKS	SBUX	66,570	$6,075	2.48%
14	RB GLOBAL	RBA	55,990	$5,051	2.06%
15	WEX	WEX	26,469	$4,641	1.89%
16	AFLAC	AFL	44,100	$4,562	1.86%
17	OMNICOM	OMC	50,260	$4,324	1.76%
18	IDEXX LABS	45168D104	10,450	$4,320	1.76%
19	PEPSICO	PEP	28,300	$4,303	1.76%
20	AIR PRODUCTS	AIIR	14,415	$4,181	1.71%
21	EXPEDITORS	302130109	37,700	$4,176	1.70%
22	BROADRIDGE	BR	17,100	$3,866	1.58%
23	THERMO FISHER SCIENTIFIC	TMO	7,321	$3,809	1.55%
24	BECTON DICKINSON	BDX	16,132	$3,660	1.49%
25	DORMAN PRODUCTS	258278100	27,550	$3,569	1.46%
26	INTUIT	INTU	5,170	$3,249	1.33%
27	FIDELITY NATL INFORMATION SVCS	31620m106	33,198	$2,681	1.09%
28	AFFILIATED MANAGERS	MGRE	14,485	$2,679	1.09%
29	LAUDER ESTEE	518439104	33,884	$2,541	1.04%
30	CINTAS CORP	CTAS	13,800	$2,521	1.03%
31	GE AEROSPACE	369604301	14,105	$2,353	0.96%
32	GILEAD	GILD	24,250	$2,240	0.91%
33	STATE STREET	STT-PG	22,001	$2,159	0.88%
34	GEN DIGITAL	GENVR	75,475	$2,067	0.84%
35	CHEESECAKE FACTORY	CAKE	43,100	$2,045	0.83%
36	JOHNSON & JOHNSON	JNJ	13,835	$2,001	0.82%
37	MOODYS	MCO	3,679	$1,742	0.71%
38	SPDR S&P 500 ETF	SPY	2,614	$1,532	0.62%
39	EQUIFAX	EFX	5,816	$1,482	0.60%
40	BORG WARNER	BWA	46,030	$1,463	0.60%
41	ABBOTT LABS	ABLZF	12,770	$1,444	0.59%
42	BERKSHIRE HATHAWAY CL A	BRK-A	2	$1,362	0.56%
43	MICROSOFT	MSFT	3,117	$1,314	0.54%
44	PAYPAL	PYPL	15,000	$1,280	0.52%
45	SYSCO	SYY	15,560	$1,190	0.49%
46	GE VERNOVA	GEV	3,514	$1,156	0.47%
47	ISHARES MSCI EAFE ETF	464287465	14,990	$1,133	0.46%
48	ADOBE	ADBE	2,200	$978	0.40%
49	ABBVIE	ABBV	5,475	$973	0.40%
50	BOOT BARN	BOOT	6,175	$937	0.38%
51	SPDR S&P MIDCAP 400 ETF	MDY	1,590	$906	0.37%
52	PROCTER & GAMBLE	742718109	5,351	$897	0.37%
53	VANGUARD FTSE EMERGING MARKETS	922042858	18,980	$836	0.34%
54	GENTEX	GNTX	26,300	$756	0.31%
55	SCOTTS MIRACLE-GRO	SMG	11,375	$755	0.31%
56	PHINIA	PHIN	14,326	$690	0.28%
57	TRACTOR SUPPLY CO	TSCO	12,000	$637	0.26%
58	JACOBS SOLUTIONS	J	4,575	$611	0.25%
59	GE HEALTHCARE	GEHC	7,476	$585	0.24%
60	AMGEN	AMGN	2,200	$573	0.23%
61	EXXON MOBIL	XOM	5,175	$557	0.23%
62	MEDTRONIC	MDT	6,400	$511	0.21%
63	WALGREENS	931427108	44,050	$411	0.17%
64	KNIGHT-SWIFT CL A	499049104	7,505	$398	0.16%
65	ECOLAB	ECL	1,680	$394	0.16%
66	COSTCO	COST	408	$374	0.15%
67	WESTERN UNION	WU	31,568	$335	0.14%
68	BERKSHIRE HATHAWAY CL B	BRK-A	700	$317	0.13%
69	LOWES	548661107	950	$234	0.10%
70	PFIZER INC	PFE	8,035	$213	0.09%
71	META	META	355	$208	0.08%