Tandem Investment Advisors, Inc. Portfolio Holdings

Tandem Investment Advisors, Inc.

  • $2.64 Billion
  • Q3 2024

Tandem Investment Advisors, Inc. has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $2.64 Billion distributed in 87 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cboe Global Markets, Inc. with a value of $166M, Resmed Inc with a value of $121M, Intercontinental Exchange, Inc. with a value of $120M, Visa Inc. with a value of $116M, and Factset Research Systems Inc with a value of $113M.

Examining the 13F form we can see an increase of $126M in the current position value, from $2.51B to 2.64B.

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 $2.64 Billion
Financial Services: $767 Million
Healthcare: $514 Million
Technology: $381 Million
Industrials: $281 Million
Utilities: $190 Million
Consumer Defensive: $185 Million
Communication Services: $95.8 Million
Real Estate: $68.7 Million
Other: $12 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$41.1B
$714,000 0.03% of portfolio
10,000
Q2 2024 Reduced 0.19%
$125B
$692,000 0.03% of portfolio
4,520
Q3 2024 Added 12.44%
$140B
$671,000 0.03% of portfolio
5,711
Q3 2024 Added 2.79%
$714B
$533,000 0.02% of portfolio
2,527
Q3 2024 Added 7.76%
$11B
$622,000 0.02% of portfolio
8,987
Q3 2024 Reduced 97.92%
$0
$449,000 0.02% of portfolio
783
Q3 2024 Reduced 4.4%
Berkshire Hathaway B
-
$556,000 0.02% of portfolio
-
Q3 2024 New
$140B
$534,000 0.02% of portfolio
1,655
Q3 2024 Added 107.39%
$2.28T
$494,000 0.02% of portfolio
2,651
Q3 2024 Added 10.09%
$90.3B
$227,000 0.01% of portfolio
1,663
Q3 2024 Added 5.52%
Alphabet Inc Cl A
-
$394,000 0.01% of portfolio
-
Q3 2024 Added 32.65%
Alphabet Inc Cl C
-
$300,000 0.01% of portfolio
-
Q3 2024 Added 49.67%
$95.2B
$302,000 0.01% of portfolio
5,924
Q3 2024 Added 0.05%
$18.9B
$201,000 0.01% of portfolio
975
Q3 2024 New
$169B
$262,000 0.01% of portfolio
5,835
Q3 2024 New
$289B
$264,000 0.01% of portfolio
1,793
Q3 2024 New
$40.2B
$216,000 0.01% of portfolio
3,675
Q3 2024 New
$37.4B
$320,000 0.01% of portfolio
3,592
Q3 2024 Added 1.7%
$136B
$220,000 0.01% of portfolio
664
Q3 2024 New
$126B
$246,000 0.01% of portfolio
420
Q3 2024 New
$178B
$274,000 0.01% of portfolio
442
Q3 2024 Added 20.77%
$77.5B
$249,000 0.01% of portfolio
952
Q3 2024 Added 10.57%
$217B
$218,000 0.01% of portfolio
715
Q3 2024 New
$83B
$206,000 0.01% of portfolio
417
Q3 2024 Added 3.22%
$251B
$339,000 0.01% of portfolio
2,989
Q3 2024 Added 31.96%
$14.2B
$210,000 0.01% of portfolio
2,400
Q3 2024 New
$292M
$342,000 0.01% of portfolio
3,657
Q3 2024 Reduced 3.1%
$72.3B
$238,000 0.01% of portfolio
788
Q2 2024 Reduced 0.13%
$206B
$258,000 0.01% of portfolio
1,517
Q3 2024 Added 4.91%
$189B
$246,000 0.01% of portfolio
2,030
Q3 2024 Added 1.3%
$450B
$258,000 0.01% of portfolio
2,200
Q3 2024 New
$3.12B
$386,000 0.01% of portfolio
8,460
Q4 2022 Reduced 1.46%
$60.6B
$197,000 0.01% of portfolio
12,267
Q3 2024 Reduced 20.25%
$66.1B
$288,000 0.01% of portfolio
1,127
Q3 2024 Added 2.18%
Wisconsin Energy Corp Com
-
$227,000 0.01% of portfolio
-
Q3 2024 New
8 Alpha Nat 6.0 Escrow Security
-
$0 0.0% of portfolio
-
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 87
  • Current Value $2.64 Billion
  • Prior Value $2.51 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 13 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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