Tandem Investment Advisors, Inc. Portfolio Holdings

Tandem Investment Advisors, Inc.

  • $2.87 Billion
  • Q1 2025

Tandem Investment Advisors, Inc. has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.87 Billion distributed in 71 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cboe Global Markets, Inc. with a value of $184M, Visa Inc. with a value of $140M, Intercontinental Exchange, Inc. with a value of $136M, Abbott Laboratories with a value of $131M, and Henry Jack & Associates Inc with a value of $119M.

Examining the 13F form we can see an increase of $225M in the current position value, from $2.64B to 2.87B.

Tandem Investment Advisors, Inc. is based out at Charleston, SC

Below you can find more details about Tandem Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.87 Billion
Financial Services: $839 Million
Healthcare: $558 Million
Technology: $549 Million
Industrials: $327 Million
Utilities: $178 Million
Consumer Defensive: $148 Million
Communication Services: $85.2 Million
Real Estate: $69.5 Million
Other: $8.94 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24B
$184 Million 6.43% of portfolio
814,459
Q1 2025 Reduced 1.97%
$585B
$140 Million 4.9% of portfolio
400,811
Q1 2025 Reduced 2.36%
$101B
$136 Million 4.75% of portfolio
788,497
Q1 2025 Reduced 3.33%
$232B
$131 Million 4.57% of portfolio
987,573
Q1 2025 Reduced 0.51%
$13.1B
$119 Million 4.14% of portfolio
649,236
Q1 2025 Added 14.54%
$8.08B
$114 Million 3.99% of portfolio
2,270,143
Q1 2025 Added 6.58%
$16.1B
$114 Million 3.97% of portfolio
250,420
Q1 2025 Added 2.46%
$36.2B
$113 Million 3.94% of portfolio
504,983
Q1 2025 Added 0.64%
$55.2B
$105 Million 3.65% of portfolio
1,597,132
Q1 2025 Added 37.2%
Steris PLC Shs Usd
-
$102 Million 3.57% of portfolio
-
Q1 2025 Added 0.48%
$141B
$102 Million 3.54% of portfolio
272,867
Q1 2025 Reduced 0.03%
$141B
$97.4 Million 3.4% of portfolio
1,373,491
Q1 2025 Added 1.07%
$543B
$96.3 Million 3.36% of portfolio
175,760
Q1 2025 Added 3.74%
$30.5B
$95.1 Million 3.32% of portfolio
764,709
Q1 2025 Added 2.5%
$3.56T
$91.7 Million 3.2% of portfolio
244,294
Q1 2025 Added 22.01%
$197B
$90.8 Million 3.17% of portfolio
291,100
Q1 2025 Added 19.77%
$48.5B
$83.5 Million 2.91% of portfolio
364,709
Q1 2025 Reduced 0.99%
$9.72B
$80.8 Million 2.82% of portfolio
2,045,060
Q1 2025 Added 0.91%
$146B
$70.2 Million 2.45% of portfolio
74,191
Q1 2025 Added 3.32%
$4.4B
$69.5 Million 2.42% of portfolio
1,098,733
Q1 2025 Added 1.62%
$48.3B
$69.2 Million 2.42% of portfolio
354,745
Q1 2025 Reduced 3.12%
$75.7B
$65.1 Million 2.27% of portfolio
395,626
Q1 2025 Added 100.28%
$59.6B
$57.9 Million 2.02% of portfolio
98,229
Q1 2025 Added 49.89%
$23.4B
$54.3 Million 1.9% of portfolio
493,660
Q1 2025 Added 0.01%
$78.7B
$54.4 Million 1.9% of portfolio
224,713
Q1 2025 Reduced 3.78%
$128B
$52.7 Million 1.84% of portfolio
172,448
Q1 2025 Added 3.82%
$398B
$48.7 Million 1.7% of portfolio
293,806
Q1 2025 Reduced 41.34%
$10.1B
$48.5 Million 1.69% of portfolio
409,373
Q1 2025 Reduced 38.79%
$48.2B
$48 Million 1.67% of portfolio
161,273
Q1 2025 Reduced 3.46%
$18.6B
$43.5 Million 1.52% of portfolio
361,776
Q1 2025 Reduced 2.02%
$433B
$40.5 Million 1.41% of portfolio
42,849
Q1 2025 Added 4.69%
$79.5B
$6.99 Million 0.24% of portfolio
31,645
Q1 2025 Reduced 21.15%
$5.58B
$6.24 Million 0.22% of portfolio
4,353
Q1 2025 Reduced 15.11%
$5.34B
$5.21 Million 0.18% of portfolio
41,370
Q1 2025 Added 24.42%
$24.2B
$5.11 Million 0.18% of portfolio
8,794
Q1 2025 Added 22.53%
$43.3B
$4.92 Million 0.17% of portfolio
11,713
Q1 2025 Added 203.05%
$29.3B
$4.64 Million 0.16% of portfolio
14,647
Q1 2025 Added 27.07%
$181B
$4.33 Million 0.15% of portfolio
8,738
Q1 2025 Reduced 12.22%
$9.36B
$3.56 Million 0.12% of portfolio
11,688
Q1 2025 New
$14.4B
$2.53 Million 0.09% of portfolio
31,472
Q1 2025 Added 4.57%
$376B
$2.64 Million 0.09% of portfolio
15,510
Q1 2025 Reduced 11.95%
$178B
$1.72 Million 0.06% of portfolio
4,477
Q1 2025 New
$328B
$1.86 Million 0.06% of portfolio
8,860
Q1 2025 Reduced 9.29%
$3.14T
$1.55 Million 0.05% of portfolio
6,989
Q1 2025 Reduced 3.63%
$256B
$1.05 Million 0.04% of portfolio
11,980
Q1 2025 Reduced 35.39%
$178B
$801,000 0.03% of portfolio
7,105
Q1 2025 Added 0.77%
$23.8B
$778,000 0.03% of portfolio
10,032
Q1 2025 Added 0.16%
$51.8B
$782,000 0.03% of portfolio
18,998
Q1 2025 Reduced 24.03%
$357B
$896,000 0.03% of portfolio
2,444
Q1 2025 Reduced 3.97%

Summary

  • Portfolio
  • No. of Stocks 71
  • Current Value $2.87 Billion
  • Prior Value $2.64 Billion
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 29 stocks
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