TI
| |
Tandem Investment Advisors, Inc.13F | |
| Tandem Investment Advisors, Inc. | |
| Last update 2024-10-31 | 81 Stocks (10 new) |
| Value $2.55 Bil | Turnover 2 % |
| Portfolio Report | |
Tandem Investment Advisors, In... Top Holdings of 2024-09-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
CBOE | Cboe Global Markets Inc | 810,332 | 166010.000 | -2.98% | 6.510 | -0.17% | 0.770 | -1.74% | +12.72% | 20881.679 | Capital Markets | |
RMD | ResMed Inc | 496,660 | 121250.000 | -0.94% | 4.760 | -0.04% | 0.340 | +15.69% | +45.05% | 36289.376 | Medical Devices & Instruments | |
ICE | Intercontinental Exchange Inc | 747,397 | 120060.000 | -3.75% | 4.710 | -0.16% | 0.130 | +1.69% | +22.66% | 89605.984 | Capital Markets | |
V | Visa Inc | 422,144 | 116070.000 | +0.15% | 4.550 | +0.01% | 0.020 | +19.45% | +19.92% | 601631.435 | Credit Services | |
FDS | FactSet Research Systems Inc | 246,759 | 113470.000 | -1.31% | 4.450 | -0.05% | 0.650 | +22.27% | +2.25% | 18396.858 | Capital Markets | |
ABT | Abbott Laboratories | 992,412 | 113150.000 | -0.39% | 4.440 | -0.02% | 0.060 | +8.52% | +7.90% | 201960.049 | Medical Devices & Instruments | |
NEE | NextEra Energy Inc | 1,324,891 | 111990.000 | -1.54% | 4.390 | -0.06% | 0.060 | -3.66% | +24.98% | 152708.601 | Utilities - Regulated | |
SYK | Stryker Corp | 266,041 | 96110.000 | +8.22% | 3.770 | +0.29% | 0.070 | +19.30% | +30.16% | 147572.438 | Medical Devices & Instruments | |
CMCSA | Comcast Corp | 2,286,469 | 95510.000 | -0.03% | 3.750 | 0% | 0.060 | +15.16% | +3.45% | 168520.822 | Telecommunication Services | |
BDX | Becton Dickinson & Co | 376,682 | 90820.000 | -1.37% | 3.560 | -0.05% | 0.130 | -0.82% | -4.00% | 66846.840 | Medical Devices & Instruments |
Tandem Investment Advisors, Inc.'s Historical Top Holdings Breakdowns
Tandem Investment Advisors, Inc.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
NKE | Nike Inc | 2024-09-30 | Sold Out | -1.60% | 71.09 ($78.43) 89.44 | $76.66 | -2.26% | Sold Out | 0 | -515,621 | |
MKTX | MarketAxess Holdings Inc | 2024-09-30 | Reduce | -1.50% | 193.39 ($234.37) 260.95 | $271.63 | 15.90% | Reduce -82.37% | 38,942 | -181,924 | |
SEIC | SEI Investments Co | 2024-09-30 | Reduce | -1.13% | 63.1 ($66.75) 69.83 | $80.80 | 21.05% | Reduce -97.92% | 8,987 | -424,091 | |
G | Genpact Ltd | 2024-09-30 | New Buy | +0.67% | 30.96 ($36.16) 39.45 | $46.67 | 29.07% | New holding | 434,209 | 434,209 | |
RSG | Republic Services Inc | 2024-09-30 | Reduce | -0.44% | 189.34 ($201.22) 208.21 | $212.24 | 5.48% | Reduce -20.32% | 218,448 | -55,699 | |
SYK | Stryker Corp | 2024-09-30 | Add | +0.29% | 315.94 ($345.16) 371.96 | $387.11 | 12.15% | Add 8.22% | 266,041 | 20,199 | |
CHKP | Check Point Software Technologies Ltd | 2024-09-30 | Sold Out | -0.22% | 165 ($183.12) 195.47 | $177.99 | -2.80% | Sold Out | 0 | -32,302 | |
CBOE | Cboe Global Markets Inc | 2024-09-30 | Reduce | -0.17% | 168.57 ($196.42) 213.65 | $199.47 | 1.55% | Reduce -2.98% | 810,332 | -24,884 | |
ICE | Intercontinental Exchange Inc | 2024-09-30 | Reduce | -0.16% | 136.93 ($154.2) 162.81 | $156.06 | 1.21% | Reduce -3.75% | 747,397 | -29,153 | |
BF.B | Brown-Forman Corp | 2024-09-30 | Reduce | -0.11% | 41.5 ($44.96) 49.2 | $40.66 | -9.56% | Reduce -5.58% | 1,080,090 | -63,872 |
Tandem Investment Advisors, Inc. Total Holding History ($B)
Tandem Investment Advisors, Inc.'s Asset Allocation
Tandem Investment Advisors, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Tandem Investment Advisors, Inc.'s Hypothetical Growth since 2024-09-30
Tandem Investment Advisors, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Tandem Investment Advisors, Inc.'s Holdings Heat Map
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Tandem Investment Advisors, Inc.'s Holdings Bubble Chart
Tandem Investment Advisors, Inc. News
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