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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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