$292 Million is the total value of Tandem Investment Advisors, Inc.'s 61 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
QDEL | New | QUIDEL CORP COM | $640,000 | – | 14,775 | +100.0% | 0.22% | – |
CSX | New | CSX CORP COM | $575,000 | – | 10,447 | +100.0% | 0.20% | – |
BA | New | BOEING CO | $266,000 | – | 904 | +100.0% | 0.09% | – |
LOW | New | LOWES COS INC COM | $218,000 | – | 2,341 | +100.0% | 0.08% | – |
PFE | New | PFIZER INC COM | $206,000 | – | 5,689 | +100.0% | 0.07% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-01-09
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ABBOTT LABORATORIES | 28 | Q3 2023 | 5.9% |
ABBVIE INC. COM | 28 | Q3 2023 | 5.2% |
SMUCKER J M CO | 28 | Q3 2023 | 4.2% |
INTERCONTINENTAL EXCHANGE INC | 28 | Q3 2023 | 4.5% |
BECTON DICKINSON & CO COM | 28 | Q3 2023 | 4.0% |
REPUBLIC SVCS INC COM | 28 | Q3 2023 | 4.5% |
BROWN & BROWN INC | 28 | Q3 2023 | 4.0% |
STRYKER CORP COM | 28 | Q3 2023 | 3.9% |
ACCENTURE PLC IRELAND SHS CLAS | 28 | Q3 2023 | 4.0% |
MICROSOFT CORP COM | 28 | Q3 2023 | 3.7% |
View Tandem Investment Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-30 |
13F-HR | 2024-01-31 |
13F-HR | 2023-10-30 |
13F-HR | 2023-07-19 |
13F-HR | 2023-07-19 |
13F-HR | 2023-02-06 |
13F-HR | 2022-10-31 |
13F-HR | 2022-09-14 |
13F-HR | 2022-05-02 |
13F-HR | 2022-01-20 |
View Tandem Investment Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.