Tandem Investment Advisors

Latest statistics and disclosures from Tandem Investment Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are ABBV, CBOE, ABT, FDS, DG, and represent 20.87% of Tandem Investment Advisors's stock portfolio.
  • Added to shares of these 10 stocks: TRNO (+$11M), JKHY, RMD, SEIC, DG, ICE, CBOE, WCN, HRL, Steris.
  • Started 10 new stock positions in META, MPC, SCHW, ALB, ETR, BAC, TRNO, PFE, CVX, GGG.
  • Reduced shares in these 10 stocks: TROW (-$16M), ABBV (-$11M), BLK (-$10M), WBA (-$9.4M), ADP (-$9.1M), FDS (-$7.7M), SJM, PG, RSG, ABT.
  • Sold out of its positions in CNBW, CVS, D, WBA.
  • Tandem Investment Advisors was a net seller of stock by $-1.7M.
  • Tandem Investment Advisors has $1.9B in assets under management (AUM), dropping by 10.32%.
  • Central Index Key (CIK): 0001694284

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Portfolio Holdings for Tandem Investment Advisors

Tandem Investment Advisors holds 88 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Abbvie (ABBV) 4.6 $88M -10% 546k 161.61
CBOE Holdings (CBOE) 4.2 $82M +4% 655k 125.47
Abbott Laboratories (ABT) 4.2 $81M 734k 109.79
FactSet Research Systems (FDS) 4.0 $77M -9% 192k 401.21
Dollar General (DG) 3.9 $77M +5% 311k 246.25
Essential Utils (WTRG) 3.8 $74M +3% 1.6M 47.73
J.M. Smucker Company (SJM) 3.7 $72M -3% 457k 158.46
Stryker Corporation (SYK) 3.5 $68M 277k 244.49
Intercontinental Exchange (ICE) 3.5 $67M +5% 653k 102.59
Visa (V) 3.4 $67M +3% 321k 207.76
Johnson & Johnson (JNJ) 3.4 $65M 369k 176.65
Comcast Corporation (CMCSA) 3.1 $60M +2% 1.7M 34.97
SEI Investments Company (SEIC) 3.0 $58M +7% 992k 58.30
BlackRock (BLK) 2.9 $57M -15% 80k 708.62

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Accenture (ACN) 2.7 $52M +4% 193k 266.84
Becton, Dickinson and (BDX) 2.6 $51M 200k 254.30
Amphenol Corporation (APH) 2.5 $48M +3% 629k 76.14
MarketAxess Holdings (MKTX) 2.3 $45M 161k 278.89
Jack Henry & Associates (JKHY) 2.3 $45M +9% 255k 175.56
MasterCard Incorporated (MA) 2.3 $44M 128k 347.73
Nextera Energy (NEE) 2.2 $42M +5% 501k 83.60
Republic Services (RSG) 2.1 $41M -2% 317k 128.99
Expeditors International of Washington (EXPD) 2.1 $40M +5% 387k 103.92
Microsoft Corporation (MSFT) 2.1 $40M +2% 166k 239.82
Brown & Brown (BRO) 1.9 $37M +6% 649k 56.97
Waste Connections (WCN) 1.9 $37M +8% 276k 132.56
ResMed (RMD) 1.9 $36M +11% 175k 208.13
Costco Wholesale Corporation (COST) 1.8 $35M +7% 76k 456.50
Steris 1.7 $34M +8% 183k 184.69
Hormel Foods Corporation (HRL) 1.7 $33M +8% 727k 45.55
Nike (NKE) 1.6 $32M 272k 117.01
T. Rowe Price (TROW) 1.6 $31M -33% 286k 109.06
Church & Dwight (CHD) 1.6 $30M +4% 374k 80.61
McCormick & Company, Incorporated (MKC) 1.5 $30M +3% 360k 82.89
Automatic Data Processing (ADP) 1.5 $29M -24% 119k 238.86
Verisk Analytics (VRSK) 1.2 $24M +5% 136k 176.42
Brown-Forman Corporation (BF.B) 1.2 $22M +7% 341k 65.68
Roper Industries (ROP) 1.1 $21M 49k 432.09
Terreno Realty Corporation (TRNO) 0.6 $11M NEW 197k 56.87
O'reilly Automotive (ORLY) 0.4 $6.8M -12% 8.1k 844.04
Henry Schein (HSIC) 0.2 $4.6M -3% 57k 79.88
CHECK POINT SOFTWARE Technolog Com Stk (CHKP) 0.2 $4.2M -6% 33k 126.17
Fiserv (FISV) 0.2 $4.2M -4% 41k 101.08
Intuitive Surgical (ISRG) 0.2 $3.4M +3% 13k 265.38
Five Below (FIVE) 0.2 $3.3M -6% 19k 176.85
Laboratory Corp. of America Holdings (LH) 0.2 $3.1M -3% 13k 235.48
Qualys (QLYS) 0.2 $3.0M +27% 26k 112.24
Ansys (ANSS) 0.1 $2.6M -3% 11k 241.58
Tyler Technologies (TYL) 0.1 $2.4M +38% 7.5k 322.34
Apple (AAPL) 0.1 $2.0M -10% 15k 129.91
Paypal Holdings (PYPL) 0.1 $1.6M -9% 23k 71.23
Truist Financial Corp equities (TFC) 0.1 $1.4M -3% 32k 43.04
Home Depot (HD) 0.0 $859k -26% 2.7k 316.04
Carter Bankshares (CARE) 0.0 $818k -7% 49k 16.59
UnitedHealth (UNH) 0.0 $814k +22% 1.5k 530.29
Quidel Corp (QDEL) 0.0 $725k 8.5k 85.70
Procter & Gamble Company (PG) 0.0 $610k -77% 4.0k 151.63
Exxon Mobil Corporation (XOM) 0.0 $603k -24% 5.5k 110.24
Spdr S&p 500 Etf (SPY) 0.0 $563k -5% 1.5k 382.21
Ecolab (ECL) 0.0 $549k 3.8k 145.55
Amazon (AMZN) 0.0 $505k +47% 6.0k 83.97
Google Inc Class C 0.0 $481k +38% 5.4k 88.73
JPMorgan Chase & Co. (JPM) 0.0 $460k +30% 3.4k 134.23
TJX Companies (TJX) 0.0 $453k -3% 5.7k 79.63
Google 0.0 $445k +75% 5.0k 88.17
Anthem (ELV) 0.0 $392k -3% 765.00 512.42
McKesson Corporation (MCK) 0.0 $360k 961.00 374.61
Nv5 Holding (NVEE) 0.0 $355k -51% 2.7k 132.27
Altria (MO) 0.0 $334k +5% 7.3k 45.65
Danaher Corporation (DHR) 0.0 $323k +40% 1.2k 265.19
Wal-Mart Stores (WMT) 0.0 $301k +35% 2.1k 141.78
Charles Schwab Corporation (SCHW) 0.0 $286k NEW 3.4k 83.33
Facebook Inc cl a (META) 0.0 $284k NEW 2.4k 120.24
National Retail Properties (NNN) 0.0 $278k -5% 6.1k 45.81
Bank of America Corporation (BAC) 0.0 $276k NEW 8.3k 33.06
UMB Financial Corporation (UMBF) 0.0 $259k -45% 3.1k 83.41
Norfolk Southern (NSC) 0.0 $254k -11% 1.0k 246.84
CSX Corporation (CSX) 0.0 $248k 8.0k 30.92
Chevron Corporation (CVX) 0.0 $245k NEW 1.4k 179.75
Marathon Petroleum Corp (MPC) 0.0 $238k NEW 2.0k 116.50
Pfizer (PFE) 0.0 $230k NEW 4.5k 51.22
Coca-Cola Company (KO) 0.0 $227k -17% 3.6k 63.50
Entergy Corporation (ETR) 0.0 $219k NEW 2.0k 112.31
ExlService Holdings (EXLS) 0.0 $216k -54% 1.3k 169.15
Akamai Technologies (AKAM) 0.0 $209k -43% 2.5k 84.24
Albemarle Corporation (ALB) 0.0 $206k NEW 950.00 216.84
Gra (GGG) 0.0 $204k NEW 3.0k 67.33
Wal-mart de Mexico S A B de C V (WMMVY) 0.0 $67k 19k 3.52

Past Filings by Tandem Investment Advisors

SEC 13F filings are viewable for Tandem Investment Advisors going back to 2016

View all past filings