$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BRO | Sell | BROWN & BROWN INC | $11,268,000 | +5.1% | 218,965 | -1.6% | 3.86% | -4.2% |
| WBA | Sell | WALGREENS BOOTS ALLIAN COM | $10,564,000 | -7.9% | 145,475 | -2.1% | 3.62% | -16.1% |
| COST | Sell | COSTCO WHSL CORP NEW COM | $10,163,000 | +12.6% | 54,607 | -0.6% | 3.48% | +2.6% |
| BFB | Sell | BROWN FORMAN CORP CL B | $10,148,000 | +26.1% | 147,779 | -0.3% | 3.48% | +14.9% |
| EXPD | Sell | EXPEDITORS INTL WASH | $8,929,000 | +8.0% | 138,029 | -0.0% | 3.06% | -1.5% |
| TROW | Sell | PRICE T ROWE GROUP INC | $8,648,000 | +14.1% | 82,419 | -1.4% | 2.96% | +3.9% |
| ACN | Sell | ACCENTURE PLC IRELAND SHS CLAS | $7,885,000 | +11.4% | 51,506 | -1.7% | 2.70% | +1.5% |
| NKE | Sell | NIKE INC CL B | $7,460,000 | +19.7% | 119,266 | -0.8% | 2.56% | +9.1% |
| SYK | Sell | STRYKER CORP COM | $7,319,000 | +8.9% | 47,269 | -0.1% | 2.51% | -0.8% |
| RMD | Sell | RESMED INC COM | $6,871,000 | +8.4% | 81,131 | -1.5% | 2.36% | -1.2% |
| WAB | Sell | WABTEC CORP COM | $5,822,000 | +7.1% | 71,495 | -0.3% | 2.00% | -2.3% |
| SCG | Sell | SCANA CORP COM | $2,930,000 | -18.7% | 73,660 | -0.9% | 1.00% | -26.0% |
| ORLY | Sell | O REILLY AUTOMOTIVE COM | $1,066,000 | +10.9% | 4,432 | -0.7% | 0.36% | +1.1% |
| FMC | Sell | F M C CORP COM NEW | $947,000 | -0.9% | 10,000 | -6.5% | 0.32% | -9.7% |
| MD | Sell | MEDNAX INC COM | $857,000 | +17.2% | 16,039 | -5.4% | 0.29% | +6.9% |
| VRSK | Sell | VERISK ANALYTICS INC COM | $481,000 | +10.3% | 5,012 | -4.3% | 0.16% | +0.6% |
| KO | Sell | COCA COLA CO COM | $441,000 | -89.7% | 9,604 | -89.9% | 0.15% | -90.6% |
| BBT | Sell | BB&T CORP | $376,000 | +0.5% | 7,564 | -5.0% | 0.13% | -8.5% |
| DLTR | Sell | DOLLAR TREE INC COM | $365,000 | +15.1% | 3,399 | -7.0% | 0.12% | +5.0% |
| ITT | Sell | ITT INC COM | $308,000 | -83.9% | 5,774 | -86.6% | 0.11% | -85.3% |
| MDLZ | Sell | MONDELEZ INTL INC CL A | $284,000 | +2.2% | 6,625 | -3.0% | 0.10% | -7.6% |
| ROST | Sell | ROSS STORES INC COM | $270,000 | +15.9% | 3,364 | -6.6% | 0.09% | +5.7% |
| FISV | Sell | FISERV INC COM | $254,000 | -4.2% | 1,936 | -5.7% | 0.09% | -13.0% |
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.