13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001694284
Total reported value
$1.5B
$1.5B
84 檔
43.3%
The Q4 2024 SEC filing reveals that Tandem Investment Advisors, Inc. held a total portfolio value of $1.5B, covering 84 public equity positions.
Tandem Investment Advisors, Inc. executed strategic sector rebalancing during Q4 2024, establishing 7 new positions while fully exiting 10 holdings and trimming 38 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CBOE | Cboe Global Markets Inc | Stock-Financials | 6.15% | -0.02% | +2.53% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 4.91% | +0.39% | -2.76% | |
| 3 | ICE | Intercontinental Exchange In | Stock-Financials | 4.60% | -1.10% | +9.14% | |
| 4 | FDS | Factset Research Systems Inc | Stock-Financials | 4.44% | — | -0.95% | |
| 5 | RMD | Resmed Inc | Stock-Healthcare | 4.34% | -0.50% | +1.02% | |
| 6 | ABT | Abbott Laboratories | Stock-Healthcare | 4.25% | -0.27% | +0.02% | |
| 7 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 3.76% | -0.50% | +12.27% | |
| 8 | SYK | Stryker CORP | Stock-Healthcare | 3.72% | +0.03% | +2.59% | |
| 9 | NEE | Nextera Energy Inc | Stock-Utilities | 3.69% | +0.16% | +2.57% | |
| 10 | ✓ | Stock-Other | 3.49% | — | +22.78% | ||
| 11 | ✓ | Stock-Other | 3.46% | — | +390.53% | ||
| 12 | MA | Mastercard Inc - A | Stock-Financials | 3.38% | +0.18% | -0.98% | |
| 13 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 3.25% | — | +0.12% | |
| 14 | ACN | Accenture plc | Stock-Tech | 3.24% | -0.01% | -1.07% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | +0.14% | -0.48% | |
| 16 | BDX | Becton Dickinson And Co | Stock-Healthcare | 3.16% | -0.92% | -2.21% | |
| 17 | APH | Amphenol Corp-cl A | Stock-Tech | 3.06% | +1.97% | -1.87% | |
| 18 | BRO | Brown & Brown Inc | Stock-Financials | 2.88% | +0.03% | +10.12% | |
| 19 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 2.79% | — | +0.16% | |
| 20 | WTRG | Essential Utilities Inc | Stock-Utilities | 2.79% | — | -0.38% | |
| 21 | BLKCHF | Blackrock Inc | Stock-Other | 2.79% | +0.12% | -17.06% | |
| 22 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.74% | +0.20% | -0.84% | |
| 23 | ✓ | Stock-Other | 2.42% | — | +5.13% | ||
| 24 | WCN | Waste Connections Inc | Stock-Industrials | 2.38% | +0.15% | +7.16% | |
| 25 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.96% | +0.20% | -0.42% | |
| 26 | ADP | Automatic Data Processing | Stock-Tech | 1.84% | -1.60% | -1.09% | |
| 27 | RSG | Republic Services Inc | Stock-Industrials | 1.78% | +0.55% | +6.91% | |
| 28 | ✓ | Stock-Other | 1.74% | — | +1.79% | ||
| 29 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.55% | +0.30% | +2.08% | |
| 30 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.42% | -0.01% | -21.68% | |
| 31 | ROP | Roper Technologies Inc | Stock-Tech | 1.29% | -0.05% | +3.21% | |
| 32 | ✓ | Stock-Other | 1.22% | — | — | ||
| 33 | FISV | Fiserv Inc | Stock-Other | 0.31% | — | +0.84% | |
| 34 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.23% | +0.03% | -22.49% | |
| 35 | ✓ | Stock-Other | 0.20% | — | +1.86% | ||
| 36 | QLYS | Qualys Inc | Stock-Tech | 0.18% | +0.11% | +1.21% | |
| 37 | TYL | Tyler Technologies Inc | Stock-Tech | 0.16% | -0.02% | +0.24% | |
| 38 | AKX | Ansys Inc | Stock-Other | 0.15% | — | +1.02% | |
| 39 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.11% | +0.67% | -2.65% | |
| 40 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.11% | +0.01% | +0.47% | |
| 41 | AAPL | Apple Inc | Stock-Tech | 0.07% | — | -3.59% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.07% | +0.03% | -1.08% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.06% | — | +7.22% | |
| 44 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.06% | +0.01% | — | |
| 45 | TFC | Truist Financial CORP | Stock-Financials | 0.04% | +0.01% | -27.11% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.04% | +0.01% | -0.74% | |
| 47 | RY | Royal Bank Of Canada | Stock-Financials | 0.03% | +0.02% | +2.19% | |
| 48 | ✓ | Stock-Other | 0.03% | — | — | ||
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.03% | -0.01% | EXIT | |
| 50 | FAST | Fastenal Co | Stock-Industrials | 0.03% | — | +0.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | G | Genpact Limited | +2.8% | — | Add |
| 2 | ZTS | Zoetis Inc | +1.2% | NEW | New buy |
| 3 | V | Visa Inc-class A Shares | +0.5% | -2.76% | Trim |
| 4 | JKHY | Jack Henry & Associates Inc | +0.4% | +12.27% | Add |
| 5 | BRO | Brown & Brown Inc | +0.2% | +10.12% | Add |
| 6 | MA | Mastercard Inc - A | +0.2% | -0.98% | Trim |
| 7 | FDS | Factset Research Systems Inc | +0.1% | -0.95% | Trim |
| 8 | STE | STERIS plc | +0.1% | — | Add |
| 9 | APH | Amphenol Corp-cl A | +0.1% | -1.87% | Trim |
| 10 | RSG | Republic Services Inc | +0.1% | +6.91% | Add |
| 11 | SYK | Stryker CORP | +0.1% | +2.59% | Add |
| 12 | ADP | Automatic Data Processing | +0.1% | -1.09% | Trim |
| 13 | VRSK | Verisk Analytics Inc | +0.1% | — | Add |
| 14 | WCN | Waste Connections Inc | +0.1% | +7.16% | Add |
| 15 | IDXX | Idexx Laboratories Inc | +0.1% | NEW | New buy |
| 16 | ICE | Intercontinental Exchange In | +0.1% | +9.14% | Add |
| 17 | FISV | Fiserv Inc | 0% | +0.84% | Add |
| 18 | QLYS | Qualys Inc | 0% | +1.21% | Add |
| 19 | ISRG | Intuitive Surgical Inc | 0% | — | Add |
| 20 | WMT | Walmart Inc | 0% | +7.22% | Add |
| 21 | AKX | Ansys Inc | 0% | +1.02% | Add |
| 22 | VSXY | Victoria's Secret & Co | 0% | NEW | New buy |
| 23 | BBWI | Bath & Body Works Inc | 0% | NEW | New buy |
| 24 | CW | Curtiss-wright CORP | 0% | NEW | New buy |
| 25 | AME | Ametek Inc | 0% | NEW | New buy |
| 26 | CSCO | Cisco Systems Inc | 0% | NEW | New buy |
| 27 | ABBV | Abbvie Inc | — | -1.08% | Trim |
| 28 | AKAM | Akamai Technologies Inc | — | +0.47% | Add |
| 29 | UNH | Unitedhealth Group Inc | — | +0.07% | Add |
| 30 | GOOG | Alphabet Inc. | — | — | Trim |
| 31 | BX | Blackstone Inc | — | — | Unchanged |
| 32 | MRK | Merck & Co. Inc. | — | — | Trim |
| 33 | AAPL | Apple Inc | — | -3.59% | Trim |
| 34 | JPM | Jpmorgan Chase & Co | — | -3.68% | Trim |
| 35 | BRK-B | Berkshire Hathaway Inc. | — | -7.45% | Trim |
| 36 | HD | Home Depot Inc | — | -0.74% | Trim |
| 37 | 6D8 | Dupont De Nemours Inc | — | — | Unchanged |
| 38 | EXLS | Exlservice Holdings Inc | — | -2.91% | Trim |
| 39 | SEIC | Sei Investments Company | — | -21.98% | Trim |
| 40 | TYL | Tyler Technologies Inc | — | +0.24% | Add |
| 41 | LMT | Lockheed Martin CORP | — | +3.81% | Add |
| 42 | ECL | Ecolab Inc | — | -0.89% | Trim |
| 43 | UPS | United Parcel Service-cl B | — | -3.01% | Trim |
| 44 | ETN | Eaton Corporation plc | — | — | Trim |
| 45 | XOM | Exxon Mobil CORP | — | +14.14% | Add |
| 46 | CVX | Chevron CORP | — | -2.79% | Trim |
| 47 | RY | Royal Bank Of Canada | — | +2.19% | Add |
| 48 | MO | Altria Group Inc | — | +0.78% | Add |
| 49 | CTVA | Corteva Inc | — | — | Trim |
| 50 | MCD | Mcdonald's CORP | — | +9.37% | Add |
According to official SEC Form 13F filings, Tandem Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.5B across 84 disclosed positions in Q4 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, V, ICE) accounted for 43.3% of total reported equity market value during Q4 2024.
Top New Position Initiated
ZTS
市值: $32.2M
Top Position Liquidated / Trimmed
MKTX
前期市值: $10.0M
During Q4 2024, Tandem Investment Advisors, Inc.'s top holdings by market value included CBOE (6.2%)、V (4.9%)、ICE (4.6%). The largest single position, CBOE, represented 6.2% of total portfolio value.
In Q4 2024, Tandem Investment Advisors, Inc. made 91 total portfolio adjustments, initiating 7 new buys, adding to 36 positions, trimming 38 holdings, and fully liquidating 10 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.