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 Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.74B
$114 Million 3.98% of portfolio
2,584,323
Q2 2025 Added 13.84%
$4.13B
$79 Million 2.77% of portfolio
1,408,846
Q2 2025 Added 28.22%
$9.94B
$76.9 Million 2.69% of portfolio
2,070,162
Q2 2025 Added 1.23%
$5B
$5.94 Million 0.21% of portfolio
41,580
Q2 2025 Added 0.51%
$6.56B
$5.73 Million 0.2% of portfolio
63,609
Q2 2025 Added 1,361.27%

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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