Tandem Investment Advisors, Inc. Portfolio Holdings

Tandem Investment Advisors, Inc.

  • $2.86 Billion
  • Q2 2025

Tandem Investment Advisors, Inc. has filed its 13F form on July 31, 2025 for Q2 2025 where it was disclosed a total value porftolio of $2.86 Billion distributed in 69 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Visa Inc. with a value of $153M, Intercontinental Exchange, Inc. with a value of $148M, Abbott Laboratories with a value of $135M, Resmed Inc with a value of $128M, and Amphenol Corp with a value of $128M.

Examining the 13F form we can see an decrease of $10.5M in the current position value, from $2.87B to 2.86B.

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 $2.86 Billion
Financial Services: $679 Million
Technology: $624 Million
Healthcare: $605 Million
Industrials: $347 Million
Utilities: $175 Million
Consumer Defensive: $143 Million
Communication Services: $85.4 Million
Real Estate: $79 Million
Other: $8.35 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$551B
$153 Million 5.36% of portfolio
431,135
Q2 2025 Added 7.57%
$102B
$148 Million 5.19% of portfolio
808,284
Q2 2025 Added 2.51%
$229B
$135 Million 4.73% of portfolio
992,763
Q2 2025 Added 0.53%
$42.1B
$128 Million 4.5% of portfolio
497,901
Q2 2025 Reduced 1.4%
$66.5B
$128 Million 4.48% of portfolio
1,295,423
Q2 2025 Reduced 18.89%
$70.1B
$123 Million 4.32% of portfolio
791,067
Q2 2025 Added 99.95%
$11.6B
$121 Million 4.25% of portfolio
673,508
Q2 2025 Added 3.74%
$3.95T
$121 Million 4.23% of portfolio
243,007
Q2 2025 Reduced 0.53%
$548B
$114 Million 4.0% of portfolio
203,424
Q2 2025 Added 15.74%
$150B
$114 Million 3.99% of portfolio
381,168
Q2 2025 Added 30.94%
$7.95B
$114 Million 3.98% of portfolio
2,584,323
Q2 2025 Added 13.84%
Steris PLC Shs Usd
-
$110 Million 3.85% of portfolio
-
Q2 2025 Added 1.56%
$142B
$108 Million 3.78% of portfolio
273,019
Q2 2025 Added 0.06%
$141B
$98.4 Million 3.45% of portfolio
1,417,565
Q2 2025 Added 3.21%
$26.8B
$90.5 Million 3.17% of portfolio
816,177
Q2 2025 Added 6.73%
$14.1B
$89.9 Million 3.15% of portfolio
201,093
Q2 2025 Reduced 19.7%
$4.08B
$79 Million 2.77% of portfolio
1,408,846
Q2 2025 Added 28.22%
$175B
$77.3 Million 2.71% of portfolio
73,718
Q2 2025 Reduced 0.64%
$10.2B
$76.9 Million 2.69% of portfolio
2,070,162
Q2 2025 Added 1.23%
$124B
$72.5 Million 2.54% of portfolio
235,235
Q2 2025 Added 36.41%
$48.2B
$70 Million 2.45% of portfolio
374,890
Q2 2025 Added 5.68%
$22.4B
$68.4 Million 2.39% of portfolio
711,180
Q2 2025 Added 44.06%
$55.1B
$56 Million 1.96% of portfolio
98,745
Q2 2025 Added 0.53%
$73.8B
$54.3 Million 1.9% of portfolio
220,239
Q2 2025 Reduced 1.99%
$40.8B
$51.8 Million 1.81% of portfolio
166,327
Q2 2025 Added 3.13%
$55.6B
$47.4 Million 1.66% of portfolio
275,018
Q2 2025 Reduced 24.59%
$452B
$44.2 Million 1.55% of portfolio
289,661
Q2 2025 Reduced 1.41%
$439B
$42.5 Million 1.49% of portfolio
42,911
Q2 2025 Added 0.14%
$19.7B
$41.3 Million 1.45% of portfolio
361,202
Q2 2025 Reduced 0.16%
$11.9B
$27.7 Million 0.97% of portfolio
281,899
Q2 2025 Reduced 31.14%
$32.6B
$6.23 Million 0.22% of portfolio
17,740
Q2 2025 Added 21.12%
$54.3B
$6.3 Million 0.22% of portfolio
11,745
Q2 2025 Added 0.27%
$4.96B
$5.94 Million 0.21% of portfolio
41,580
Q2 2025 Added 0.51%
$6.4B
$5.73 Million 0.2% of portfolio
63,609
Q2 2025 Added 1,361.27%
$23.5B
$5.19 Million 0.18% of portfolio
8,758
Q2 2025 Reduced 0.41%
$169B
$4.8 Million 0.17% of portfolio
8,823
Q2 2025 Added 0.97%
$14.2B
$4.67 Million 0.16% of portfolio
14,886
Q2 2025 Added 27.36%
$157B
$4.48 Million 0.16% of portfolio
11,583
Q2 2025 Added 158.72%
$26.4B
$3.46 Million 0.12% of portfolio
14,824
Q2 2025 Reduced 98.18%
$14.4B
$2.38 Million 0.08% of portfolio
29,879
Q2 2025 Reduced 5.06%
$368B
$1.72 Million 0.06% of portfolio
10,814
Q2 2025 Reduced 30.28%
$351B
$1.77 Million 0.06% of portfolio
9,508
Q2 2025 Added 7.31%
$3.69T
$1.34 Million 0.05% of portfolio
6,506
Q2 2025 Reduced 6.91%
$281B
$1.07 Million 0.04% of portfolio
10,946
Q2 2025 Reduced 8.63%
$405B
$829,000 0.03% of portfolio
2,261
Q2 2025 Reduced 7.49%
$188B
$685,000 0.02% of portfolio
5,205
Q2 2025 Reduced 26.74%
$155B
$709,000 0.02% of portfolio
5,738
Q2 2025 Added 1.59%
$27.8B
$512,000 0.02% of portfolio
12,190
Q2 2025 Added 21.51%
$1.4B
$449,000 0.02% of portfolio
10,249
Q2 2025 Reduced 0.94%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $2.86 Billion
  • Prior Value $2.87 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 31, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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