Tandem Investment Advisors, Inc. Diversified Active

CIK: 0001694284 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: Apr 14, 2020

Total Value ($000): $673,488 (100.0% shares, 0.0% debt)

Holdings (63)

ABT ABBOTT LABORATORIES 5.3%
Value ($000) $35,989 Shares 456,074 Est. Cost $50.68 Unrealized +48.6%
DG DOLLAR GEN CORP NEW COM 4.5%
Value ($000) $30,048 Shares 198,980 Est. Cost $94.25 Unrealized +51.0%
FDS FACTSET RESH SYS INC COM 4.4%
Value ($000) $29,788 Shares 114,269 Est. Cost $192.17 Unrealized +33.9%
SJM SMUCKER J M CO 3.6%
Value ($000) $24,474 Shares 220,484 Est. Cost $90.97 Unrealized -3.0%
WALGREENS BOOTS ALLIAN COM 3.6%
Value ($000) $24,151 Shares 527,888 Est. Cost $60.89 Unrealized
JNJ JOHNSON & JOHNSON COM 3.5%
Value ($000) $23,258 Shares 177,363 Est. Cost $116.09 Unrealized +3.5%
D DOMINION ENERGY INC 3.4%
Value ($000) $23,045 Shares 319,231 Est. Cost $53.95 Unrealized +17.0%
ICE INTERCONTINENTAL EXCHANGE INC 3.4%
Value ($000) $22,949 Shares 284,193 Est. Cost $74.26 Unrealized +13.1%
ABBV ABBVIE INC COM 3.4%
Value ($000) $22,868 Shares 300,142 Est. Cost $53.47 Unrealized +25.7%
PRICE T ROWE GROUP INC 3.3%
Value ($000) $22,309 Shares 228,459 Est. Cost $90.77 Unrealized
UNITED TECHNOLOGIES 3.2%
Value ($000) $21,730 Shares 230,359 Est. Cost $103.96 Unrealized
CHRW C H ROBINSON WORLDWIDE COM NEW 3.1%
Value ($000) $21,008 Shares 317,346 Est. Cost $65.75 Unrealized -5.1%
TJX TJX COS INC NEW COM 3.0%
Value ($000) $20,437 Shares 427,454 Est. Cost $43.67 Unrealized +22.2%
SIGNATURE BK NEW YORK COM 3.0%
Value ($000) $20,010 Shares 248,910 Est. Cost $104.88 Unrealized
CMCSA COMCAST CORP NEW CL A 2.9%
Value ($000) $19,865 Shares 577,797 Est. Cost $32.50 Unrealized +10.9%
EXPD EXPEDITORS INTL WASH 2.9%
Value ($000) $19,721 Shares 295,579 Est. Cost $58.05 Unrealized +14.6%
SYK STRYKER CORP COM 2.7%
Value ($000) $18,454 Shares 110,842 Est. Cost $158.24 Unrealized +15.8%
ACN ACCENTURE PLC IRELAND SHS CLAS 2.7%
Value ($000) $18,365 Shares 112,488 Est. Cost $161.07 Unrealized +9.9%
BDX BECTON DICKINSON & CO COM 2.5%
Value ($000) $16,680 Shares 72,596 Est. Cost $173.78 Unrealized +29.4%
NEE NEXTERA ENERGY INC COM 2.4%
Value ($000) $16,329 Shares 67,863 Est. Cost $41.99 Unrealized +29.3%
RSG REPUBLIC SVCS INC COM 2.4%
Value ($000) $16,038 Shares 213,664 Est. Cost $56.67 Unrealized +46.6%
MSFT MICROSOFT CORP COM 2.3%
Value ($000) $15,487 Shares 98,202 Est. Cost $75.09 Unrealized +108.2%
BLACKROCK INC COM 2.3%
Value ($000) $15,465 Shares 35,150 Est. Cost $439.97 Unrealized
COST COSTCO WHOLESALE CORP 2.2%
Value ($000) $15,091 Shares 52,928 Est. Cost $161.18 Unrealized +72.3%
ECL ECOLAB INC COM 2.2%
Value ($000) $14,672 Shares 94,152 Est. Cost $144.65 Unrealized +21.9%
NNN NATIONAL RETAIL PPTYS 2.1%
Value ($000) $14,140 Shares 439,272 Est. Cost $40.96 Unrealized
WTRG ESSENTIAL UTILS INC COM 2.1%
Value ($000) $13,965 Shares 343,110 Est. Cost $47.18 Unrealized 0.0%
BRO BROWN & BROWN INC 2.0%
Value ($000) $13,519 Shares 373,244 Est. Cost $23.38 Unrealized +73.6%
DIS DISNEY WALT CO COM 1.9%
Value ($000) $13,124 Shares 135,863 Est. Cost $123.52 Unrealized 0.0%
BF/B BROWN FORMAN CORP CL B 1.7%
Value ($000) $11,182 Shares 201,444 Est. Cost $41.08 Unrealized +40.8%
RMD RESMED INC COM 1.5%
Value ($000) $10,310 Shares 69,998 Est. Cost $71.57 Unrealized +111.7%
CBOE CBOE HLDGS INC COM 1.5%
Value ($000) $10,089 Shares 113,040 Est. Cost $103.43 Unrealized 0.0%
WCN WASTE CONNECTIONS INC COM 1.5%
Value ($000) $9,880 Shares 127,490 Est. Cost $77.55 Unrealized +16.4%
HRL HORMEL FOODS CORP COM 1.3%
Value ($000) $8,965 Shares 192,224 Est. Cost $29.90 Unrealized +29.3%
ROST ROSS STORES INC COM 1.3%
Value ($000) $8,644 Shares 99,387 Est. Cost $100.90 Unrealized -0.2%
ADP AUTOMATIC DATA PROCESSING 1.0%
Value ($000) $7,069 Shares 51,721 Est. Cost $141.95 Unrealized 0.0%
CHECK POINT SOFTWARE ORD 0.4%
Value ($000) $2,478 Shares 24,649 Est. Cost $108.33 Unrealized
TYL TYLER TECHNOLOGIES INC COM 0.4%
Value ($000) $2,420 Shares 8,161 Est. Cost $206.62 Unrealized +50.0%
HSIC SCHEIN HENRY INC COM 0.3%
Value ($000) $2,145 Shares 42,452 Est. Cost $63.63 Unrealized -0.3%
ORLY O REILLY AUTOMOTIVE COM 0.3%
Value ($000) $2,129 Shares 7,071 Est. Cost $20.34 Unrealized +25.7%
PYPL PAYPAL HLDGS INC COM 0.3%
Value ($000) $2,019 Shares 21,091 Est. Cost $84.83 Unrealized +29.8%
LABORATORY AMER HLDGS COM NEW 0.3%
Value ($000) $1,912 Shares 15,126 Est. Cost $168.26 Unrealized
EEFT EURONET WORLDWIDE INC COM 0.2%
Value ($000) $1,455 Shares 16,976 Est. Cost $126.76 Unrealized +4.5%
DLTR DOLLAR TREE INC COM 0.2%
Value ($000) $1,314 Shares 17,884 Est. Cost $93.43 Unrealized -8.9%
VERISK ANALYTICS INC COM 0.2%
Value ($000) $1,103 Shares 7,910 Est. Cost $103.43 Unrealized
FISV FISERV INC COM 0.2%
Value ($000) $1,085 Shares 11,425 Est. Cost $101.60 Unrealized +9.3%
QUIDEL CORP COM 0.1%
Value ($000) $927 Shares 9,475 Est. Cost $43.32 Unrealized
AAPL APPLE COMPUTER INC COM 0.1%
Value ($000) $877 Shares 3,450 Est. Cost $40.25 Unrealized +76.6%
EBAY EBAY INC 0.1%
Value ($000) $579 Shares 19,272 Est. Cost $29.05 Unrealized +8.5%
HD HOME DEPOT INC COM 0.1%
Value ($000) $562 Shares 3,013 Est. Cost $153.77 Unrealized +23.6%
JPM JPMORGAN CHASE & CO 0.1%
Value ($000) $392 Shares 4,351 Est. Cost $91.20 Unrealized +13.6%
UMBF UMB FINL CORP COM 0.0%
Value ($000) $326 Shares 7,027 Est. Cost $64.28 Unrealized -5.4%
CNBW CNB CORP COM 0.0%
Value ($000) $310 Shares 4,598 Est. Cost $53.17 Unrealized +15.7%
EXLS EXLSERVICE HOLDINGS IN COM 0.0%
Value ($000) $306 Shares 5,872 Est. Cost $13.66 Unrealized -0.3%
TFC TRUIST FINL CORP COM 0.0%
Value ($000) $299 Shares 9,707 Est. Cost $40.89 Unrealized -12.0%
XOM EXXON MOBIL CORP 0.0%
Value ($000) $269 Shares 7,080 Est. Cost $57.67 Unrealized -27.0%
WMT WAL MART 0.0%
Value ($000) $249 Shares 2,189 Est. Cost $29.88 Unrealized +18.4%
CSX CSX CORP COM 0.0%
Value ($000) $245 Shares 4,284 Est. Cost $15.92 Unrealized +35.5%
PG PROCTER & GAMBLE CO 0.0%
Value ($000) $233 Shares 2,117 Est. Cost $77.07 Unrealized +34.7%
MO ALTRIA GROUP INC 0.0%
Value ($000) $226 Shares 5,846 Est. Cost $34.32 Unrealized -19.7%
FMC F M C CORP COM NEW 0.0%
Value ($000) $221 Shares 2,700 Est. Cost $36.75 Unrealized +112.0%
NV5 GLOBAL INC COM 0.0%
Value ($000) $201 Shares 4,878 Est. Cost $41.21 Unrealized
TECHNIPFMC PLC COM 0.0%
Value ($000) $88 Shares 13,000 Est. Cost $32.52 Unrealized