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CIK: 0001694284
Total reported value
$1.5B
$1.5B
70 檔
47.6%
In Q1 2025, Tandem Investment Advisors, Inc.'s U.S. equity holdings reached a combined market value of $1.5B, distributed across 70 disclosed stock positions.
In Q1 2025, Tandem Investment Advisors, Inc. displayed an active expansion posture, initiating 70 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | CBOE | Cboe Global Markets Inc | Stock-Financials | 6.43% | -0.02% | -1.97% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 4.90% | +0.39% | -2.36% | |
| 3 | ICE | Intercontinental Exchange In | Stock-Financials | 4.75% | -1.10% | -3.33% | |
| 4 | ABT | Abbott Laboratories | Stock-Healthcare | 4.57% | -0.27% | -0.51% | |
| 5 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 4.14% | -0.50% | +14.54% | |
| 6 | ✓ | Stock-Other | 3.99% | — | +6.58% | ||
| 7 | FDS | Factset Research Systems Inc | Stock-Financials | 3.97% | — | +2.46% | |
| 8 | RMD | Resmed Inc | Stock-Healthcare | 3.94% | -0.50% | +0.64% | |
| 9 | APH | Amphenol Corp-cl A | Stock-Tech | 3.65% | +1.97% | +37.20% | |
| 10 | ✓ | Stock-Other | 3.57% | — | +0.48% | ||
| 11 | SYK | Stryker CORP | Stock-Healthcare | 3.54% | +0.03% | -0.03% | |
| 12 | NEE | Nextera Energy Inc | Stock-Utilities | 3.40% | +0.16% | +1.07% | |
| 13 | MA | Mastercard Inc - A | Stock-Financials | 3.36% | +0.18% | +3.74% | |
| 14 | BRO | Brown & Brown Inc | Stock-Financials | 3.32% | +0.03% | +2.50% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 3.20% | +0.14% | +22.01% | |
| 16 | ACN | Accenture plc | Stock-Tech | 3.17% | -0.01% | +19.77% | |
| 17 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.96% | — | +0.30% | |
| 18 | BDX | Becton Dickinson And Co | Stock-Healthcare | 2.91% | -0.92% | -0.99% | |
| 19 | WTRG | Essential Utilities Inc | Stock-Utilities | 2.82% | — | +0.91% | |
| 20 | BLKCHF | Blackrock Inc | Stock-Other | 2.45% | +0.12% | +3.32% | |
| 21 | ✓ | Stock-Other | 2.42% | — | +1.62% | ||
| 22 | WCN | Waste Connections Inc | Stock-Industrials | 2.42% | +0.15% | -3.12% | |
| 23 | ✓ | Stock-Other | 2.27% | — | +100.28% | ||
| 24 | ROP | Roper Technologies Inc | Stock-Tech | 2.02% | -0.05% | +49.89% | |
| 25 | RSG | Republic Services Inc | Stock-Industrials | 1.90% | +0.55% | -3.78% | |
| 26 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 1.90% | +0.20% | +0.01% | |
| 27 | ADP | Automatic Data Processing | Stock-Tech | 1.84% | -1.60% | +3.82% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.70% | +0.20% | -41.34% | |
| 29 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 1.69% | — | -38.79% | |
| 30 | ✓ | Stock-Other | 1.67% | — | -3.46% | ||
| 31 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.52% | +0.30% | -2.02% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.41% | -0.01% | +4.69% | |
| 33 | FISV | Fiserv Inc | Stock-Other | 0.24% | — | -21.15% | |
| 34 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.22% | +0.03% | -15.11% | |
| 35 | QLYS | Qualys Inc | Stock-Tech | 0.18% | +0.11% | +24.42% | |
| 36 | TYL | Tyler Technologies Inc | Stock-Tech | 0.18% | -0.02% | +22.53% | |
| 37 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.17% | +0.01% | +203.05% | |
| 38 | AKX | Ansys Inc | Stock-Other | 0.16% | — | +27.07% | |
| 39 | ✓ | Stock-Other | 0.15% | — | -12.22% | ||
| 40 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.12% | +0.05% | — | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.09% | +0.67% | -11.95% | |
| 42 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.09% | +0.01% | +4.57% | |
| 43 | ABBV | Abbvie Inc | Stock-Healthcare | 0.06% | +0.03% | -9.29% | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.06% | -0.08% | — | |
| 45 | AAPL | Apple Inc | Stock-Tech | 0.05% | — | -3.63% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.04% | — | -35.39% | |
| 47 | HD | Home Depot Inc | Stock-Consumer Disc | 0.03% | +0.01% | -3.97% | |
| 48 | RY | Royal Bank Of Canada | Stock-Financials | 0.03% | +0.02% | +0.77% | |
| 49 | TFC | Truist Financial CORP | Stock-Financials | 0.03% | +0.01% | -24.03% | |
| 50 | FAST | Fastenal Co | Stock-Industrials | 0.03% | — | +0.16% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | CBOE | Cboe Global Markets Inc | — | NEW | New buy |
| 2 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 3 | ICE | Intercontinental Exchange In | — | NEW | New buy |
| 4 | ABT | Abbott Laboratories | — | NEW | New buy |
| 5 | JKHY | Jack Henry & Associates Inc | — | NEW | New buy |
| 6 | ✓ | — | NEW | New buy | |
| 7 | FDS | Factset Research Systems Inc | — | NEW | New buy |
| 8 | RMD | Resmed Inc | — | NEW | New buy |
| 9 | APH | Amphenol Corp-cl A | — | NEW | New buy |
| 10 | ✓ | — | NEW | New buy | |
| 11 | SYK | Stryker CORP | — | NEW | New buy |
| 12 | NEE | Nextera Energy Inc | — | NEW | New buy |
| 13 | MA | Mastercard Inc - A | — | NEW | New buy |
| 14 | BRO | Brown & Brown Inc | — | NEW | New buy |
| 15 | MSFT | Microsoft CORP | — | NEW | New buy |
| 16 | ACN | Accenture plc | — | NEW | New buy |
| 17 | CMCSA | Comcast Corp-class A | — | NEW | New buy |
| 18 | BDX | Becton Dickinson And Co | — | NEW | New buy |
| 19 | WTRG | Essential Utilities Inc | — | NEW | New buy |
| 20 | BLKCHF | Blackrock Inc | — | NEW | New buy |
| 21 | ✓ | — | NEW | New buy | |
| 22 | WCN | Waste Connections Inc | — | NEW | New buy |
| 23 | ✓ | — | NEW | New buy | |
| 24 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 25 | RSG | Republic Services Inc | — | NEW | New buy |
| 26 | CHD | Church & Dwight Co Inc | — | NEW | New buy |
| 27 | ADP | Automatic Data Processing | — | NEW | New buy |
| 28 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 29 | SJM | Jm Smucker Co/the | — | NEW | New buy |
| 30 | ✓ | — | NEW | New buy | |
| 31 | EXPD | Expeditors Intl Wash Inc | — | NEW | New buy |
| 32 | COST | Costco Wholesale CORP | — | NEW | New buy |
| 33 | FISV | Fiserv Inc | — | NEW | New buy |
| 34 | ORLY | O'reilly Automotive Inc | — | NEW | New buy |
| 35 | QLYS | Qualys Inc | — | NEW | New buy |
| 36 | TYL | Tyler Technologies Inc | — | NEW | New buy |
| 37 | IDXX | Idexx Laboratories Inc | — | NEW | New buy |
| 38 | AKX | Ansys Inc | — | NEW | New buy |
| 39 | ✓ | — | NEW | New buy | |
| 40 | MEDP | Medpace Holdings Inc | — | NEW | New buy |
| 41 | PG | Procter & Gamble Co/the | — | NEW | New buy |
| 42 | AKAM | Akamai Technologies Inc | — | NEW | New buy |
| 43 | ABBV | Abbvie Inc | — | NEW | New buy |
| 44 | ADBE | Adobe Inc | — | NEW | New buy |
| 45 | AAPL | Apple Inc | — | NEW | New buy |
| 46 | WMT | Walmart Inc | — | NEW | New buy |
| 47 | HD | Home Depot Inc | — | NEW | New buy |
| 48 | RY | Royal Bank Of Canada | — | NEW | New buy |
| 49 | TFC | Truist Financial CORP | — | NEW | New buy |
| 50 | FAST | Fastenal Co | — | NEW | New buy |
According to official SEC Form 13F filings, Tandem Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.5B across 70 disclosed positions in Q1 2025.
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 47.6% of total reported equity market value during Q1 2025.
Top New Position Initiated
CBOE
市值: $184.3M
During Q1 2025, Tandem Investment Advisors, Inc.'s top holdings by market value included CBOE (6.4%)、V (4.9%)、ICE (4.8%). The largest single position, CBOE, represented 6.4% of total portfolio value.
In Q1 2025, Tandem Investment Advisors, Inc. made 70 total portfolio adjustments, initiating 70 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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