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
69 檔
46.4%
As reported in its official Q2 2025 Form 13F filing, Tandem Investment Advisors, Inc.'s tracked investment portfolio stood at $1.5B with 69 total positions.
Tandem Investment Advisors, Inc. executed strategic sector rebalancing during Q2 2025, establishing 4 new positions while fully exiting 5 holdings and trimming 30 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | V | Visa Inc-class A Shares | Stock-Financials | 5.36% | +0.39% | +7.57% | |
| 2 | ICE | Intercontinental Exchange In | Stock-Financials | 5.19% | -1.10% | +2.51% | |
| 3 | ABT | Abbott Laboratories | Stock-Healthcare | 4.73% | -0.27% | +0.53% | |
| 4 | RMD | Resmed Inc | Stock-Healthcare | 4.50% | -0.50% | -1.40% | |
| 5 | APH | Amphenol Corp-cl A | Stock-Tech | 4.48% | +1.97% | -18.89% | |
| 6 | ✓ | Stock-Other | 4.32% | — | +99.95% | ||
| 7 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 4.25% | -0.50% | +3.74% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 4.23% | +0.14% | -0.53% | |
| 9 | MA | Mastercard Inc - A | Stock-Financials | 4.00% | +0.18% | +15.74% | |
| 10 | ACN | Accenture plc | Stock-Tech | 3.99% | -0.01% | +30.94% | |
| 11 | ✓ | Stock-Other | 3.98% | — | +13.84% | ||
| 12 | ✓ | Stock-Other | 3.85% | — | +1.56% | ||
| 13 | SYK | Stryker CORP | Stock-Healthcare | 3.78% | +0.03% | +0.06% | |
| 14 | NEE | Nextera Energy Inc | Stock-Utilities | 3.45% | +0.16% | +3.21% | |
| 15 | BRO | Brown & Brown Inc | Stock-Financials | 3.17% | +0.03% | +6.73% | |
| 16 | FDS | Factset Research Systems Inc | Stock-Financials | 3.15% | — | -19.70% | |
| 17 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.98% | — | +3.90% | |
| 18 | ✓ | Stock-Other | 2.77% | — | +28.22% | ||
| 19 | BLKCHF | Blackrock Inc | Stock-Other | 2.71% | +0.12% | -0.64% | |
| 20 | WTRG | Essential Utilities Inc | Stock-Utilities | 2.69% | — | +1.23% | |
| 21 | ADP | Automatic Data Processing | Stock-Tech | 2.54% | -1.60% | +36.41% | |
| 22 | WCN | Waste Connections Inc | Stock-Industrials | 2.45% | +0.15% | +5.68% | |
| 23 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.39% | +0.20% | +44.06% | |
| 24 | ROP | Roper Technologies Inc | Stock-Tech | 1.96% | -0.05% | +0.53% | |
| 25 | RSG | Republic Services Inc | Stock-Industrials | 1.90% | +0.55% | -1.99% | |
| 26 | ✓ | Stock-Other | 1.81% | — | +3.13% | ||
| 27 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.66% | -0.92% | -24.59% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.55% | +0.20% | -1.41% | |
| 29 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.49% | -0.01% | +0.14% | |
| 30 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.45% | +0.30% | -0.16% | |
| 31 | SJM | Jm Smucker Co/the | Stock-Consumer Staples | 0.97% | — | -31.14% | |
| 32 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.22% | +0.01% | +0.27% | |
| 33 | AKX | Ansys Inc | Stock-Other | 0.22% | — | +21.12% | |
| 34 | QLYS | Qualys Inc | Stock-Tech | 0.21% | +0.11% | +0.51% | |
| 35 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.20% | +0.03% | +1361.27% | |
| 36 | TYL | Tyler Technologies Inc | Stock-Tech | 0.18% | -0.02% | -0.41% | |
| 37 | ✓ | Stock-Other | 0.17% | — | +0.97% | ||
| 38 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.16% | +0.05% | +27.36% | |
| 39 | ADBE | Adobe Inc | Stock-Tech | 0.16% | -0.08% | +158.72% | |
| 40 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.12% | -0.02% | -98.18% | |
| 41 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.08% | +0.01% | -5.06% | |
| 42 | ABBV | Abbvie Inc | Stock-Healthcare | 0.06% | +0.03% | +7.31% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.06% | +0.67% | -30.28% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.05% | — | -6.91% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.04% | — | -8.63% | |
| 46 | HD | Home Depot Inc | Stock-Consumer Disc | 0.03% | +0.01% | -7.49% | |
| 47 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.02% | +0.02% | +1.59% | |
| 48 | RY | Royal Bank Of Canada | Stock-Financials | 0.02% | +0.02% | -26.74% | |
| 49 | ✓ | Stock-Other | 0.02% | — | -8.33% | ||
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.02% | — | -15.58% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ZTS | Zoetis Inc | +2.1% | — | Add |
| 2 | MSFT | Microsoft CORP | +1% | -0.53% | Trim |
| 3 | APH | Amphenol Corp-cl A | +0.8% | -18.89% | Trim |
| 4 | ACN | Accenture plc | +0.8% | +30.94% | Add |
| 5 | ADP | Automatic Data Processing | +0.7% | +36.41% | Add |
| 6 | MA | Mastercard Inc - A | +0.6% | +15.74% | Add |
| 7 | RMD | Resmed Inc | +0.6% | -1.40% | Trim |
| 8 | CHD | Church & Dwight Co Inc | +0.5% | +44.06% | Add |
| 9 | V | Visa Inc-class A Shares | +0.5% | +7.57% | Add |
| 10 | ICE | Intercontinental Exchange In | +0.4% | +2.51% | Add |
| 11 | TRNO | Terreno Realty CORP | +0.4% | — | Add |
| 12 | STE | STERIS plc | +0.3% | — | Add |
| 13 | BLKCHF | Blackrock Inc | +0.3% | -0.64% | Trim |
| 14 | SYK | Stryker CORP | +0.2% | +0.06% | Add |
| 15 | ABT | Abbott Laboratories | +0.2% | +0.53% | Add |
| 16 | VRSK | Verisk Analytics Inc | +0.1% | — | Add |
| 17 | JKHY | Jack Henry & Associates Inc | +0.1% | +3.74% | Add |
| 18 | ADBE | Adobe Inc | +0.1% | +158.72% | Add |
| 19 | COST | Costco Wholesale CORP | +0.1% | +0.14% | Add |
| 20 | AKX | Ansys Inc | +0.1% | +21.12% | Add |
| 21 | IDXX | Idexx Laboratories Inc | +0.1% | +0.27% | Add |
| 22 | NEE | Nextera Energy Inc | +0.1% | +3.21% | Add |
| 23 | MEDP | Medpace Holdings Inc | 0% | +27.36% | Add |
| 24 | WCN | Waste Connections Inc | 0% | +5.68% | Add |
| 25 | QLYS | Qualys Inc | 0% | +0.51% | Add |
| 26 | ISRG | Intuitive Surgical Inc | 0% | — | Add |
| 27 | CMCSA | Comcast Corp-class A | 0% | +3.90% | Add |
| 28 | ETN | Eaton Corporation plc | 0% | NEW | New buy |
| 29 | IT | Gartner Inc | 0% | NEW | New buy |
| 30 | MRK | Merck & Co. Inc. | 0% | NEW | New buy |
| 31 | AMGN | Amgen Inc | 0% | NEW | New buy |
| 32 | AAPL | Apple Inc | — | -6.91% | Trim |
| 33 | KO | Coca-cola Co/the | — | -15.58% | Trim |
| 34 | BRK-B | Berkshire Hathaway Inc. | — | -27.27% | Trim |
| 35 | RSG | Republic Services Inc | — | -1.99% | Trim |
| 36 | ABBV | Abbvie Inc | — | +7.31% | Add |
| 37 | QDEL | Quidelortho CORP | — | -11.82% | Trim |
| 38 | TYL | Tyler Technologies Inc | — | -0.41% | Trim |
| 39 | HD | Home Depot Inc | — | -7.49% | Trim |
| 40 | PM | Philip Morris International | — | +1.20% | Add |
| 41 | ✓ | Alphabet Inc Cl C | — | — | Add |
| 42 | 6D8 | Dupont De Nemours Inc | — | — | Trim |
| 43 | CTVA | Corteva Inc | — | — | Trim |
| 44 | EXLS | Exlservice Holdings Inc | — | -0.94% | Trim |
| 45 | MO | Altria Group Inc | — | -6.21% | Trim |
| 46 | CVX | Chevron CORP | — | +0.64% | Add |
| 47 | JPM | Jpmorgan Chase & Co | — | -23.57% | Trim |
| 48 | TJX | Tjx Companies Inc | — | +1.59% | Add |
| 49 | WMT | Walmart Inc | — | -8.63% | Trim |
| 50 | GOOG | Alphabet Inc. | — | — | Trim |
According to official SEC Form 13F filings, Tandem Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.5B across 69 disclosed positions in Q2 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 V, ICE, ABT) accounted for 46.4% of total reported equity market value during Q2 2025.
Top New Position Initiated
ETN
市值: $314.0K
Top Position Liquidated / Trimmed
FISV
前期市值: $7.0M
During Q2 2025, Tandem Investment Advisors, Inc.'s top holdings by market value included V (5.4%)、ICE (5.2%)、ABT (4.7%). The largest single position, V, represented 5.4% of total portfolio value.
In Q2 2025, Tandem Investment Advisors, Inc. made 74 total portfolio adjustments, initiating 4 new buys, adding to 35 positions, trimming 30 holdings, and fully liquidating 5 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.