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CIK: 0001694284
Total reported value
$1.5B
$1.5B
88 檔
39.1%
The Q1 2024 SEC filing reveals that Tandem Investment Advisors, Inc. held a total portfolio value of $1.5B, covering 88 public equity positions.
During Q1 2024, Tandem Investment Advisors, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CBOE | Cboe Global Markets Inc | Stock-Financials | 5.69% | -0.02% | +10.37% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 4.39% | +0.39% | +4.22% | |
| 3 | FDS | Factset Research Systems Inc | Stock-Financials | 4.34% | — | +13.01% | |
| 4 | ABT | Abbott Laboratories | Stock-Healthcare | 4.24% | -0.27% | +5.19% | |
| 5 | ICE | Intercontinental Exchange In | Stock-Financials | 3.96% | -1.10% | -3.64% | |
| 6 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.78% | — | +4.20% | |
| 7 | RMD | Resmed Inc | Stock-Healthcare | 3.73% | -0.50% | +29.66% | |
| 8 | BDX | Becton Dickinson And Co | Stock-Healthcare | 3.58% | -0.92% | +20.88% | |
| 9 | SYK | Stryker CORP | Stock-Healthcare | 3.42% | +0.03% | -3.04% | |
| 10 | NEE | Nextera Energy Inc | Stock-Utilities | 3.31% | +0.16% | +6.35% | |
| 11 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 3.28% | — | +4.78% | |
| 12 | ACN | Accenture plc | Stock-Tech | 3.22% | -0.01% | +4.17% | |
| 13 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.04% | +0.20% | +4.14% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.99% | +0.14% | -0.99% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 2.97% | +0.18% | -1.82% | |
| 16 | WTRG | Essential Utilities Inc | Stock-Utilities | 2.88% | — | +7.72% | |
| 17 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 2.81% | -0.50% | +4.84% | |
| 18 | APH | Amphenol Corp-cl A | Stock-Tech | 2.72% | +1.97% | -21.53% | |
| 19 | BLKCHF | Blackrock Inc | Stock-Other | 2.64% | +0.12% | -1.47% | |
| 20 | ✓ | Stock-Other | 2.57% | — | +2.13% | ||
| 21 | ✓ | Stock-Other | 2.56% | — | +2.07% | ||
| 22 | RSG | Republic Services Inc | Stock-Industrials | 2.50% | +0.55% | -21.80% | |
| 23 | BRO | Brown & Brown Inc | Stock-Financials | 2.36% | +0.03% | -3.12% | |
| 24 | BF-B | Brown-forman Corp-class B | Stock-Other | 2.26% | — | +36.75% | |
| 25 | WCN | Waste Connections Inc | Stock-Industrials | 2.22% | +0.15% | -3.00% | |
| 26 | SEIC | Sei Investments Company | Stock-Financials | 2.01% | — | -22.90% | |
| 27 | NKE | Nike Inc -cl B | Stock-Consumer Disc | 1.85% | — | +5.71% | |
| 28 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 1.84% | — | +10.96% | |
| 29 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.77% | +0.20% | -2.95% | |
| 30 | ADP | Automatic Data Processing | Stock-Tech | 1.65% | -1.60% | +3.32% | |
| 31 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.60% | +0.30% | -24.70% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.56% | -0.01% | -26.47% | |
| 33 | ✓ | Stock-Other | 1.52% | — | +16.92% | ||
| 34 | ROP | Roper Technologies Inc | Stock-Tech | 1.17% | -0.05% | +0.10% | |
| 35 | ABBV | Abbvie Inc | Stock-Healthcare | 1.10% | +0.03% | -31.23% | |
| 36 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.27% | +0.03% | -5.72% | |
| 37 | FISV | Fiserv Inc | Stock-Other | 0.23% | — | -2.31% | |
| 38 | QLYS | Qualys Inc | Stock-Tech | 0.21% | +0.11% | +10.78% | |
| 39 | ✓ | Stock-Other | 0.19% | — | -2.70% | ||
| 40 | ✓ | Stock-Other | 0.18% | — | -2.24% | ||
| 41 | HSIC | Henry Schein Inc | Stock-Healthcare | 0.17% | — | +4.64% | |
| 42 | AKX | Ansys Inc | Stock-Other | 0.14% | — | -2.04% | |
| 43 | ✓ | Stock-Other | 0.13% | — | +2.99% | ||
| 44 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.12% | +0.01% | +7.05% | |
| 45 | TYL | Tyler Technologies Inc | Stock-Tech | 0.12% | -0.02% | +2.65% | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.05% | — | -27.26% | |
| 47 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.04% | — | -29.82% | |
| 48 | RY | Royal Bank Of Canada | Stock-Financials | 0.04% | +0.02% | — | |
| 49 | WMT | Walmart Inc | Stock-Consumer Staples | 0.04% | — | +118.33% | |
| 50 | FAST | Fastenal Co | Stock-Industrials | 0.03% | — | -41.98% |
According to official SEC Form 13F filings, Tandem Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.5B across 88 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including CBOE, V, FDS) accounted for 39.1% of total reported equity market value during Q1 2024.
During Q1 2024, Tandem Investment Advisors, Inc.'s top holdings by market value included CBOE (5.7%)、V (4.4%)、FDS (4.3%). The largest single position, CBOE, represented 5.7% of total portfolio value.
In Q1 2024, Tandem Investment Advisors, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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