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CIK: 0001694284
Total reported value
$1.5B
$1.5B
87 檔
42.7%
During the Q3 2024 filing period, Tandem Investment Advisors, Inc. (CIK: 0001694284) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.5B across 87 reported positions.
Tandem Investment Advisors, Inc. executed strategic sector rebalancing during Q3 2024, establishing 13 new positions while fully exiting 7 holdings and trimming 35 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CBOE | Cboe Global Markets Inc | Stock-Financials | 6.29% | -0.02% | -2.98% | |
| 2 | RMD | Resmed Inc | Stock-Healthcare | 4.59% | -0.50% | -0.94% | |
| 3 | ICE | Intercontinental Exchange In | Stock-Financials | 4.55% | -1.10% | -3.75% | |
| 4 | V | Visa Inc-class A Shares | Stock-Financials | 4.40% | +0.39% | +0.15% | |
| 5 | FDS | Factset Research Systems Inc | Stock-Financials | 4.30% | — | -1.31% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 4.29% | -0.27% | -0.39% | |
| 7 | NEE | Nextera Energy Inc | Stock-Utilities | 4.24% | +0.16% | -1.54% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 3.64% | +0.03% | +8.22% | |
| 9 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.62% | — | -0.03% | |
| 10 | BDX | Becton Dickinson And Co | Stock-Healthcare | 3.44% | -0.92% | -1.37% | |
| 11 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 3.38% | -0.50% | +0.38% | |
| 12 | ✓ | Stock-Other | 3.36% | — | +0.67% | ||
| 13 | ACN | Accenture plc | Stock-Tech | 3.29% | -0.01% | -0.63% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 3.28% | +0.14% | +2.60% | |
| 15 | MA | Mastercard Inc - A | Stock-Financials | 3.20% | +0.18% | -1.44% | |
| 16 | BLKCHF | Blackrock Inc | Stock-Other | 3.12% | +0.12% | -2.10% | |
| 17 | JNJ | Johnson & Johnson | Stock-Healthcare | 3.10% | +0.20% | -0.08% | |
| 18 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 3.06% | — | -3.10% | |
| 19 | WTRG | Essential Utilities Inc | Stock-Utilities | 2.97% | — | +0.52% | |
| 20 | APH | Amphenol Corp-cl A | Stock-Tech | 2.93% | +1.97% | +0.67% | |
| 21 | BRO | Brown & Brown Inc | Stock-Financials | 2.66% | +0.03% | -2.00% | |
| 22 | ✓ | Stock-Other | 2.60% | — | -1.34% | ||
| 23 | WCN | Waste Connections Inc | Stock-Industrials | 2.32% | +0.15% | -2.03% | |
| 24 | BF-B | Brown-forman Corp-class B | Stock-Other | 2.01% | — | -5.58% | |
| 25 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.97% | +0.20% | +4.33% | |
| 26 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.80% | +0.30% | +1.51% | |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 1.76% | -1.60% | -2.84% | |
| 28 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.76% | -0.01% | -2.85% | |
| 29 | ✓ | Stock-Other | 1.67% | — | -0.75% | ||
| 30 | RSG | Republic Services Inc | Stock-Industrials | 1.66% | +0.55% | -20.32% | |
| 31 | ROP | Roper Technologies Inc | Stock-Tech | 1.34% | -0.05% | +6.44% | |
| 32 | ✓ | Stock-Other | 0.65% | — | — | ||
| 33 | MKTX | Marketaxess Holdings Inc | Stock-Financials | 0.38% | — | -82.37% | |
| 34 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.29% | +0.03% | -2.22% | |
| 35 | FISV | Fiserv Inc | Stock-Other | 0.27% | — | -1.71% | |
| 36 | ✓ | Stock-Other | 0.18% | — | -17.92% | ||
| 37 | QLYS | Qualys Inc | Stock-Tech | 0.16% | +0.11% | +1.00% | |
| 38 | TYL | Tyler Technologies Inc | Stock-Tech | 0.16% | -0.02% | -2.82% | |
| 39 | AKX | Ansys Inc | Stock-Other | 0.14% | — | +3.40% | |
| 40 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.12% | +0.67% | +781.34% | |
| 41 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.11% | +0.01% | +0.77% | |
| 42 | HSIC | Henry Schein Inc | Stock-Healthcare | 0.08% | — | -47.77% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.07% | +0.03% | -9.00% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.07% | — | +31.64% | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | 0.06% | +0.01% | +202.69% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.05% | — | +22.77% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.04% | +0.01% | +79.55% | |
| 48 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.03% | -0.01% | EXIT | |
| 49 | RY | Royal Bank Of Canada | Stock-Financials | 0.03% | +0.02% | -14.81% | |
| 50 | FAST | Fastenal Co | Stock-Industrials | 0.03% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RMD | Resmed Inc | +0.8% | -0.94% | Trim |
| 2 | G | Genpact Limited | +0.7% | NEW | New buy |
| 3 | CBOE | Cboe Global Markets Inc | +0.6% | -2.98% | Trim |
| 4 | NEE | Nextera Energy Inc | +0.5% | -1.54% | Trim |
| 5 | BLKCHF | Blackrock Inc | +0.4% | -2.10% | Trim |
| 6 | ICE | Intercontinental Exchange In | +0.3% | -3.75% | Trim |
| 7 | SYK | Stryker CORP | +0.3% | +8.22% | Add |
| 8 | ACN | Accenture plc | +0.3% | -0.63% | Trim |
| 9 | FDS | Factset Research Systems Inc | +0.2% | -1.31% | Trim |
| 10 | BRO | Brown & Brown Inc | +0.2% | -2.00% | Trim |
| 11 | STE | STERIS plc | +0.2% | — | Add |
| 12 | ABT | Abbott Laboratories | +0.2% | -0.39% | Trim |
| 13 | JNJ | Johnson & Johnson | +0.2% | -0.08% | Trim |
| 14 | MA | Mastercard Inc - A | +0.2% | -1.44% | Trim |
| 15 | TRNO | Terreno Realty CORP | +0.1% | — | Trim |
| 16 | ADP | Automatic Data Processing | +0.1% | -2.84% | Trim |
| 17 | PG | Procter & Gamble Co/the | +0.1% | +781.34% | Add |
| 18 | SJM | Jm Smucker Co/the | +0.1% | -3.10% | Trim |
| 19 | CMCSA | Comcast Corp-class A | +0.1% | -0.03% | Trim |
| 20 | JKHY | Jack Henry & Associates Inc | +0.1% | +0.38% | Add |
| 21 | BF-B | Brown-forman Corp-class B | 0% | -5.58% | Trim |
| 22 | TFC | Truist Financial CORP | 0% | +202.69% | Add |
| 23 | EXPD | Expeditors Intl Wash Inc | 0% | +1.51% | Add |
| 24 | FISV | Fiserv Inc | 0% | -1.71% | Trim |
| 25 | BRK-B | Berkshire Hathaway Inc. | 0% | NEW | New buy |
| 26 | AAPL | Apple Inc | 0% | +31.64% | Add |
| 27 | HD | Home Depot Inc | 0% | +79.55% | Add |
| 28 | CHD | Church & Dwight Co Inc | 0% | +4.33% | Add |
| 29 | TYL | Tyler Technologies Inc | 0% | -2.82% | Trim |
| 30 | ORLY | O'reilly Automotive Inc | 0% | -2.22% | Trim |
| 31 | WMT | Walmart Inc | 0% | +22.77% | Add |
| 32 | AMGN | Amgen Inc | 0% | +107.39% | Add |
| 33 | CVX | Chevron CORP | 0% | NEW | New buy |
| 34 | VZ | Verizon Communications Inc | 0% | NEW | New buy |
| 35 | XOM | Exxon Mobil CORP | 0% | NEW | New buy |
| 36 | LMT | Lockheed Martin CORP | 0% | NEW | New buy |
| 37 | ✓ | Wisconsin Energy CORP | 0% | NEW | New buy |
| 38 | ETN | Eaton Corporation plc | 0% | NEW | New buy |
| 39 | MCD | Mcdonald's CORP | 0% | NEW | New buy |
| 40 | CTVA | Corteva Inc | 0% | NEW | New buy |
| 41 | GGG | Graco Inc | 0% | NEW | New buy |
| 42 | CTAS | Cintas CORP | 0% | NEW | New buy |
| 43 | BX | Blackstone Inc | 0% | — | Add |
| 44 | FAST | Fastenal Co | 0% | — | Unchanged |
| 45 | TJX | Tjx Companies Inc | 0% | +2.79% | Add |
| 46 | V | Visa Inc-class A Shares | — | +0.15% | Add |
| 47 | ROP | Roper Technologies Inc | — | +6.44% | Add |
| 48 | AKAM | Akamai Technologies Inc | — | +0.77% | Add |
| 49 | UNH | Unitedhealth Group Inc | — | +1.40% | Add |
| 50 | QDEL | Quidelortho CORP | — | — | Unchanged |
According to official SEC Form 13F filings, Tandem Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.5B across 87 disclosed positions in Q3 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including CBOE, RMD, ICE) accounted for 42.7% of total reported equity market value during Q3 2024.
Top New Position Initiated
G
市值: $17.0M
Top Position Liquidated / Trimmed
NKE
前期市值: $38.9M
During Q3 2024, Tandem Investment Advisors, Inc.'s top holdings by market value included CBOE (6.3%)、RMD (4.6%)、ICE (4.5%). The largest single position, CBOE, represented 6.3% of total portfolio value.
In Q3 2024, Tandem Investment Advisors, Inc. made 91 total portfolio adjustments, initiating 13 new buys, adding to 36 positions, trimming 35 holdings, and fully liquidating 7 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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