Tandem Investment Advisors, Inc. Portfolio Holdings

Tandem Investment Advisors, Inc.

  • $2.51 Billion
  • Q2 2024

Tandem Investment Advisors, Inc. has filed its 13F form on July 31, 2024 for Q2 2024 where it was disclosed a total value porftolio of $2.51 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cboe Global Markets, Inc. with a value of $142M, Visa Inc. with a value of $111M, Intercontinental Exchange, Inc. with a value of $106M, Abbott Laboratories with a value of $104M, and Factset Research Systems Inc with a value of $102M.

Examining the 13F form we can see an decrease of $69.4M in the current position value, from $2.58B to 2.51B.

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 $2.51 Billion
Financial Services: $744 Million
Healthcare: $459 Million
Technology: $353 Million
Industrials: $280 Million
Consumer Defensive: $173 Million
Utilities: $171 Million
Communication Services: $89.6 Million
Real Estate: $61.7 Million
Other: $51.7 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $2.51 Billion
  • Prior Value $2.58 Billion
  • Filing
  • Period Q2 2024
  • Filing Date July 31, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 1 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 36 stocks
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