Tandem Investment Advisors
Latest statistics and disclosures from Tandem Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APH, V, ICE, RMD, ABT, and represent 24.50% of Tandem Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: ROP (+$61M), INTU (+$59M), BRO (+$53M), ADP (+$22M), G (+$15M), COST (+$9.0M), ACN (+$7.9M), ICE (+$6.6M), RSG, SNPS.
- Started 13 new stock positions in SNPS, NVDA, LOW, General Electric Company, UNH, KNSL, BMI, INTU, ROST, CAT. MSCI, FTNT, PEP.
- Reduced shares in these 10 stocks: WTRG (-$45M), SJM (-$28M), FDS (-$16M), , APH (-$5.6M), BlackRock, NEE, MSFT, EXPD, JNJ.
- Sold out of its positions in ANSS, SJM.
- Tandem Investment Advisors was a net buyer of stock by $153M.
- Tandem Investment Advisors has $2.9B in assets under management (AUM), dropping by 2.58%.
- Central Index Key (CIK): 0001694284
Tip: Access up to 7 years of quarterly data
Positions held by Tandem Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Tandem Investment Advisors
Tandem Investment Advisors holds 80 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amphenol Corporation (APH) | 5.3 | $155M | -3% | 1.3M | 123.75 |
|
| Visa (V) | 5.1 | $149M | 436k | 341.38 |
|
|
| Intercontinental Exchange (ICE) | 4.9 | $143M | +4% | 848k | 168.48 |
|
| ResMed (RMD) | 4.7 | $138M | 505k | 273.73 |
|
|
| Abbott Laboratories (ABT) | 4.5 | $133M | 993k | 133.94 |
|
|
| Brown & Brown (BRO) | 4.4 | $130M | +69% | 1.4M | 93.79 |
|
| Microsoft Corporation (MSFT) | 4.2 | $124M | 239k | 517.95 |
|
|
| Genpact (G) | 4.2 | $123M | +13% | 2.9M | 41.89 |
|
| MasterCard Incorporated (MA) | 4.0 | $117M | 205k | 568.81 |
|
|
| Zoetis Inc Cl A (ZTS) | 3.9 | $116M | 790k | 146.32 |
|
|
| Steris | 3.9 | $115M | 463k | 247.44 |
|
|
| Roper Industries (ROP) | 3.7 | $110M | +123% | 220k | 498.69 |
|
| Nextera Energy (NEE) | 3.6 | $105M | 1.4M | 75.49 |
|
|
| Stryker Corporation (SYK) | 3.5 | $104M | +2% | 280k | 369.67 |
|
| Accenture (ACN) | 3.5 | $102M | +8% | 413k | 246.60 |
|
| Jack Henry & Associates (JKHY) | 3.4 | $101M | 675k | 148.93 |
|
|
| Automatic Data Processing (ADP) | 3.1 | $91M | +31% | 310k | 293.50 |
|
| BlackRock | 2.8 | $83M | -3% | 71k | 1165.88 |
|
| Terreno Realty Corporation (TRNO) | 2.7 | $81M | 1.4M | 56.75 |
|
|
| Comcast Corporation (CMCSA) | 2.6 | $75M | 2.4M | 31.42 |
|
|
| Waste Connections (WCN) | 2.3 | $67M | 379k | 175.80 |
|
|
| Church & Dwight (CHD) | 2.1 | $63M | 715k | 87.63 |
|
|
| Intuit (INTU) | 2.0 | $59M | NEW | 86k | 682.91 |
|
| Republic Services (RSG) | 1.9 | $56M | +9% | 242k | 229.48 |
|
| Johnson & Johnson (JNJ) | 1.8 | $52M | -2% | 282k | 185.42 |
|
| Becton, Dickinson and (BDX) | 1.7 | $51M | 270k | 187.17 |
|
|
| Costco Wholesale Corporation (COST) | 1.7 | $49M | +22% | 53k | 925.64 |
|
| Verisk Analytics (VRSK) | 1.5 | $45M | +6% | 178k | 251.51 |
|
| Expeditors International of Washington (EXPD) | 1.5 | $43M | -3% | 349k | 122.59 |
|
| FactSet Research Systems (FDS) | 1.4 | $42M | -27% | 146k | 286.49 |
|
| Essential Utils (WTRG) | 1.3 | $38M | -54% | 949k | 39.90 |
|
| Medpace Hldgs (MEDP) | 0.3 | $7.6M | 15k | 514.14 |
|
|
| IDEXX Laboratories (IDXX) | 0.3 | $7.5M | 12k | 638.93 |
|
|
| O'reilly Automotive (ORLY) | 0.2 | $6.7M | -2% | 62k | 107.82 |
|
| Qualys (QLYS) | 0.2 | $5.6M | 42k | 132.32 |
|
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $5.0M | +21% | 14k | 352.75 |
|
| Tyler Technologies (TYL) | 0.2 | $4.8M | +5% | 9.2k | 523.19 |
|
| Intuitive Surgical (ISRG) | 0.1 | $4.1M | +4% | 9.2k | 447.23 |
|
| CBOE Holdings (CBOE) | 0.1 | $3.3M | -9% | 13k | 245.22 |
|
| ExlService Holdings (EXLS) | 0.1 | $3.2M | +602% | 72k | 44.03 |
|
| Synopsys (SNPS) | 0.1 | $2.9M | NEW | 5.9k | 493.35 |
|
| Fortinet (FTNT) | 0.1 | $2.8M | NEW | 33k | 84.07 |
|
| Akamai Technologies (AKAM) | 0.1 | $2.3M | 30k | 75.75 |
|
|
| Abbvie (ABBV) | 0.1 | $2.2M | 9.3k | 231.49 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $1.8M | +9% | 12k | 153.71 |
|
| Apple (AAPL) | 0.1 | $1.5M | -10% | 5.8k | 254.64 |
|
| Wal-Mart Stores (WMT) | 0.0 | $1.2M | +9% | 12k | 103.05 |
|
| Home Depot (HD) | 0.0 | $880k | -3% | 2.2k | 405.16 |
|
| TJX Companies (TJX) | 0.0 | $835k | 5.8k | 144.56 |
|
|
| Coca-Cola Company (KO) | 0.0 | $716k | +37% | 11k | 66.29 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $606k | -15% | 3.5k | 170.94 |
|
| Fastenal Company (FAST) | 0.0 | $601k | 12k | 49.02 |
|
|
| Rbc Cad (RY) | 0.0 | $596k | -22% | 4.0k | 147.27 |
|
| Google Inc Class C | 0.0 | $563k | +5% | 2.3k | 243.62 |
|
| Msci (MSCI) | 0.0 | $507k | NEW | 894.00 | 567.11 |
|
| Philip Morris International (PM) | 0.0 | $496k | +45% | 3.1k | 162.30 |
|
| Amazon (AMZN) | 0.0 | $451k | +20% | 2.1k | 219.57 |
|
| General Electric Company | 0.0 | $424k | NEW | 1.4k | 300.92 |
|
| Altria (MO) | 0.0 | $409k | 6.2k | 66.00 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $368k | +25% | 1.2k | 315.07 |
|
| 0.0 | $358k | +2% | 1.5k | 243.37 |
|
|
| Eaton (ETN) | 0.0 | $352k | +7% | 942.00 | 373.67 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $341k | NEW | 801.00 | 425.72 |
|
| Badger Meter (BMI) | 0.0 | $309k | NEW | 1.7k | 178.82 |
|
| UnitedHealth (UNH) | 0.0 | $305k | NEW | 882.00 | 345.81 |
|
| Pepsi (PEP) | 0.0 | $297k | NEW | 2.1k | 140.62 |
|
| Wisconsin Energy Corporation | 0.0 | $285k | 2.5k | 114.55 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $276k | NEW | 1.5k | 186.49 |
|
| Dupont De Nemours (DD) | 0.0 | $275k | 3.5k | 77.86 |
|
|
| Gartner (IT) | 0.0 | $270k | +70% | 1.0k | 262.90 |
|
| Facebook Inc cl a (META) | 0.0 | $263k | -4% | 358.00 | 734.64 |
|
| Merck & Co (MRK) | 0.0 | $260k | +15% | 3.1k | 83.84 |
|
| Berkshire Hathaway Inc. Class B | 0.0 | $253k | +14% | 503.00 | 502.98 |
|
| Corteva (CTVA) | 0.0 | $241k | 3.6k | 67.72 |
|
|
| Lowe's Companies (LOW) | 0.0 | $227k | NEW | 903.00 | 251.38 |
|
| Chevron Corporation (CVX) | 0.0 | $223k | +2% | 1.4k | 155.29 |
|
| Ross Stores (ROST) | 0.0 | $222k | NEW | 1.5k | 152.47 |
|
| Quidel Corp (QDEL) | 0.0 | $220k | 7.5k | 29.49 |
|
|
| Amgen (AMGN) | 0.0 | $212k | 750.00 | 282.67 |
|
|
| Caterpillar (CAT) | 0.0 | $208k | NEW | 436.00 | 477.06 |
|
Past Filings by Tandem Investment Advisors
SEC 13F filings are viewable for Tandem Investment Advisors going back to 2016
- Tandem Investment Advisors 2025 Q3 filed Nov. 3, 2025
- Tandem Investment Advisors 2025 Q2 filed July 31, 2025
- Tandem Investment Advisors 2025 Q1 filed April 28, 2025
- Tandem Investment Advisors 2024 Q4 filed Feb. 3, 2025
- Tandem Investment Advisors 2024 Q3 filed Oct. 31, 2024
- Tandem Investment Advisors 2024 Q2 filed Aug. 1, 2024
- Tandem Investment Advisors 2024 Q1 filed April 30, 2024
- Tandem Investment Advisors 2023 Q4 filed Jan. 31, 2024
- Tandem Investment Advisors 2023 Q3 filed Oct. 30, 2023
- Tandem Investment Advisors 2023 Q1 filed July 19, 2023
- Tandem Investment Advisors 2023 Q2 filed July 19, 2023
- Tandem Investment Advisors 2022 Q4 filed Feb. 6, 2023
- Tandem Investment Advisors 2022 Q3 filed Oct. 31, 2022
- Tandem Investment Advisors 2022 Q2 filed Sept. 14, 2022
- Tandem Investment Advisors 2022 Q1 filed May 2, 2022
- Tandem Investment Advisors 2021 Q4 filed Jan. 20, 2022