$597 Million is the total value of Tandem Investment Advisors, Inc.'s 66 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHRW | New | C H ROBINSON WORLDWIDE COM NEW | $13,245,000 | – | 169,369 | +100.0% | 2.22% | – |
| CHKP | New | CHECK POINT SOFTWARE ORD | $2,040,000 | – | 18,381 | +100.0% | 0.34% | – |
| TFC | New | TRUIST FINL CORP COM | $851,000 | – | 15,107 | +100.0% | 0.14% | – |
| ROST | New | ROSS STORES INC COM | $371,000 | – | 3,183 | +100.0% | 0.06% | – |
| DUK | New | DUKE ENERGY CORP NEW | $308,000 | – | 3,379 | +100.0% | 0.05% | – |
| UMBF | New | UMB FINL CORP COM | $301,000 | – | 4,388 | +100.0% | 0.05% | – |
| EXLS | New | EXLSERVICE HOLDINGS IN COM | $274,000 | – | 3,950 | +100.0% | 0.05% | – |
| NSC | New | NORFOLK SOUTHERN CORP | $233,000 | – | 1,201 | +100.0% | 0.04% | – |
| HSIC | New | SCHEIN HENRY INC COM | $206,000 | – | 3,083 | +100.0% | 0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-01-15
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.