$1.04 Billion is the total value of Tandem Investment Advisors, Inc.'s 67 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
ADBE | Exit | ADOBE SYS INC COM | $0 | – | -430 | -100.0% | -0.02% | – |
CACI | Exit | CACI INTL INC CL A | $0 | – | -850 | -100.0% | -0.02% | – |
CHRW | Exit | C H ROBINSON WORLDWIDE COM NEW | $0 | – | -2,390 | -100.0% | -0.02% | – |
CVS | Exit | CVS HEALTH CORP COM | $0 | – | -3,340 | -100.0% | -0.02% | – |
MDLZ | Exit | MONDELEZ INTL INC CL A | $0 | – | -4,452 | -100.0% | -0.03% | – |
XOM | Exit | EXXON MOBIL CORP | $0 | – | -6,956 | -100.0% | -0.03% | – |
FMC | Exit | F M C CORP COM NEW | $0 | – | -2,700 | -100.0% | -0.03% | – |
PM | Exit | PHILIP MORRIS INTL INC COM | $0 | – | -3,869 | -100.0% | -0.03% | – |
RPM | Exit | RPM INTL INC COM | $0 | – | -3,662 | -100.0% | -0.04% | – |
D | Exit | DOMINION ENERGY INC | $0 | – | -5,109 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-04-13
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.