Portfolio (Quarterly)
Guide ↗
Tandem Investment Advisors, Inc.
· CIK 0001694284| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 61 | NVDA | NVIDIA CORP COM | Technology | 1,255.0 | $251K | 0.02% | NEW | — | $200.09 | +7.3% |
| 62 | ACN | ACCENTURE PLC IRELAND SHS CLAS | Technology | 1,965.0 | $245K | 0.02% | NEW | — | $124.44 | +48.9% |
| 63 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,015.0 | $242K | 0.02% | NEW | — | $238.34 | +8.5% |
| 64 | — | MSCI INC COM | — | 422.0 | $236K | 0.02% | NEW | — | $560.04 | — |
| 65 | BMI | BADGER METER INC COM | Technology | 1,562.0 | $232K | 0.02% | NEW | — | $148.38 | -11.2% |
| 66 | — | GENERAL ELEC CO COM | — | 591.0 | $221K | 0.01% | NEW | — | $373.73 | — |
| 67 | FDS | FACTSET RESH SYS INC COM | Financial Services | 900.0 | $207K | 0.01% | NEW | — | $230.08 | +30.4% |
| 68 | — | ALPHABET INC CL A | — | 566.0 | $202K | 0.01% | NEW | — | $357.37 | — |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
22.4%
Financial Services
19.1%
Healthcare
18.2%
Industrials
15.7%
Consumer Defensive
12.7%
Utilities
6.3%
Consumer Cyclical
5.5%