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 Under $50 Millions

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

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
Track This Portfolio

Track Tandem Investment Advisors, Inc. Portfolio

Follow Tandem Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tandem Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tandem Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email