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CIK: 0001694284
Total reported value
$1.5B
$1.5B
80 檔
48.1%
At the close of Q3 2025, Tandem Investment Advisors, Inc. disclosed equity holdings valued at approximately $1.5B, spread across 80 reported holdings.
In Q3 2025, Tandem Investment Advisors, Inc. displayed an active expansion posture, initiating 15 new positions and adding to 41 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | APH | Amphenol Corp-cl A | Stock-Tech | 5.28% | +1.97% | -3.50% | |
| 2 | V | Visa Inc-class A Shares | Stock-Financials | 5.08% | +0.39% | +1.11% | |
| 3 | ICE | Intercontinental Exchange In | Stock-Financials | 4.87% | -1.10% | +4.85% | |
| 4 | RMD | Resmed Inc | Stock-Healthcare | 4.72% | -0.50% | +1.47% | |
| 5 | ABT | Abbott Laboratories | Stock-Healthcare | 4.54% | -0.27% | -0.01% | |
| 6 | BRO | Brown & Brown Inc | Stock-Financials | 4.44% | +0.03% | +69.72% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.23% | +0.14% | -1.51% | |
| 8 | ✓ | Stock-Other | 4.20% | — | +13.62% | ||
| 9 | MA | Mastercard Inc - A | Stock-Financials | 3.99% | +0.18% | +0.96% | |
| 10 | ✓ | Stock-Other | 3.95% | — | -0.10% | ||
| 11 | ✓ | Stock-Other | 3.91% | — | +1.13% | ||
| 12 | ROP | Roper Technologies Inc | Stock-Tech | 3.75% | -0.05% | +123.06% | |
| 13 | NEE | Nextera Energy Inc | Stock-Utilities | 3.58% | +0.16% | -1.91% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 3.54% | +0.03% | +2.72% | |
| 15 | ACN | Accenture plc | Stock-Tech | 3.48% | -0.01% | +8.40% | |
| 16 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 3.43% | -0.50% | +0.24% | |
| 17 | ADP | Automatic Data Processing | Stock-Tech | 3.10% | -1.60% | +31.59% | |
| 18 | BLKCHF | Blackrock Inc | Stock-Other | 2.84% | +0.12% | -3.14% | |
| 19 | ✓ | Stock-Other | 2.75% | — | +0.71% | ||
| 20 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 2.55% | — | -0.35% | |
| 21 | WCN | Waste Connections Inc | Stock-Industrials | 2.28% | +0.15% | +1.18% | |
| 22 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 2.14% | +0.20% | +0.52% | |
| 23 | INTU | Intuit Inc | Stock-Tech | 2.00% | -1.12% | — | |
| 24 | RSG | Republic Services Inc | Stock-Industrials | 1.90% | +0.55% | +9.84% | |
| 25 | JNJ | Johnson & Johnson | Stock-Healthcare | 1.78% | +0.20% | -2.68% | |
| 26 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.72% | -0.92% | -1.86% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.66% | -0.01% | +22.70% | |
| 28 | ✓ | Stock-Other | 1.53% | — | +6.94% | ||
| 29 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.46% | +0.30% | -3.30% | |
| 30 | FDS | Factset Research Systems Inc | Stock-Financials | 1.43% | — | -27.33% | |
| 31 | WTRG | Essential Utilities Inc | Stock-Utilities | 1.29% | — | -54.16% | |
| 32 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.26% | +0.05% | -1.20% | |
| 33 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.26% | +0.01% | -0.04% | |
| 34 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.23% | +0.03% | -2.63% | |
| 35 | QLYS | Qualys Inc | Stock-Tech | 0.19% | +0.11% | +1.84% | |
| 36 | ADBE | Adobe Inc | Stock-Tech | 0.17% | -0.08% | +21.69% | |
| 37 | TYL | Tyler Technologies Inc | Stock-Tech | 0.16% | -0.02% | +5.37% | |
| 38 | ✓ | Stock-Other | 0.14% | — | +4.49% | ||
| 39 | CBOE | Cboe Global Markets Inc | Stock-Financials | 0.11% | -0.02% | -9.71% | |
| 40 | EXLS | Exlservice Holdings Inc | Stock-Tech | 0.11% | — | +602.09% | |
| 41 | SNPS | Synopsys Inc | Stock-Tech | 0.10% | +0.03% | — | |
| 42 | ✓ | Stock-Other | 0.10% | — | — | ||
| 43 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.08% | +0.01% | +1.36% | |
| 44 | ABBV | Abbvie Inc | Stock-Healthcare | 0.07% | +0.03% | -1.82% | |
| 45 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.06% | +0.67% | +9.43% | |
| 46 | AAPL | Apple Inc | Stock-Tech | 0.05% | — | -10.61% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.04% | — | +9.93% | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.03% | +0.01% | -3.94% | |
| 49 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.03% | +0.02% | +0.66% | |
| 50 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.02% | — | +37.65% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | ROP | Roper Technologies Inc | +1.7% | +123.06% | Add |
| 2 | ✓ | +1.7% | -0.10% | Add | |
| 3 | APH | Amphenol Corp-cl A | +1.6% | -3.50% | Trim |
| 4 | ADP | Automatic Data Processing | +1.3% | +31.59% | Add |
| 5 | BRO | Brown & Brown Inc | +1.1% | +69.72% | Add |
| 6 | MSFT | Microsoft CORP | +1% | -1.51% | Trim |
| 7 | RMD | Resmed Inc | +0.8% | +1.47% | Add |
| 8 | MA | Mastercard Inc - A | +0.6% | +0.96% | Add |
| 9 | BLKCHF | Blackrock Inc | +0.4% | -3.14% | Trim |
| 10 | ✓ | +0.3% | +1.13% | Add | |
| 11 | ✓ | +0.3% | +0.71% | Add | |
| 12 | ACN | Accenture plc | +0.3% | +8.40% | Add |
| 13 | COST | Costco Wholesale CORP | +0.3% | +22.70% | Add |
| 14 | CHD | Church & Dwight Co Inc | +0.2% | +0.52% | Add |
| 15 | ✓ | +0.2% | +13.62% | Add | |
| 16 | V | Visa Inc-class A Shares | +0.2% | +1.11% | Add |
| 17 | NEE | Nextera Energy Inc | +0.2% | -1.91% | Add |
| 18 | MEDP | Medpace Holdings Inc | +0.1% | -1.20% | Add |
| 19 | ICE | Intercontinental Exchange In | +0.1% | +4.85% | Add |
| 20 | ADBE | Adobe Inc | +0.1% | +21.69% | Add |
| 21 | EXLS | Exlservice Holdings Inc | +0.1% | +602.09% | Add |
| 22 | IDXX | Idexx Laboratories Inc | +0.1% | -0.04% | Add |
| 23 | JNJ | Johnson & Johnson | +0.1% | -2.68% | Trim |
| 24 | ORLY | O'reilly Automotive Inc | 0% | -2.63% | Add |
| 25 | QLYS | Qualys Inc | 0% | +1.84% | Add |
| 26 | ABBV | Abbvie Inc | 0% | -1.82% | Add |
| 27 | ✓ | 0% | +5.62% | Add | |
| 28 | PM | Philip Morris International | 0% | +45.11% | Add |
| 29 | TJX | Tjx Companies Inc | 0% | +0.66% | Add |
| 30 | AMZN | Amazon.com Inc | 0% | +20.05% | Add |
| 31 | SYK | Stryker CORP | — | +2.72% | Add |
| 32 | RSG | Republic Services Inc | — | +9.84% | Add |
| 33 | WMT | Walmart Inc | — | +9.93% | Add |
| 34 | ✓ | — | +2.15% | Trim | |
| 35 | QDEL | Quidelortho CORP | — | — | Trim |
| 36 | AAPL | Apple Inc | — | -10.61% | Trim |
| 37 | BRK-B | Berkshire Hathaway Inc. | — | +14.32% | Trim |
| 38 | JPM | Jpmorgan Chase & Co | — | +25.05% | Trim |
| 39 | KO | Coca-cola Co/the | — | +37.65% | Add |
| 40 | NVDA | Nvidia CORP | — | — | Trim |
| 41 | ✓ | — | -15.43% | Trim | |
| 42 | ✓ | Wisconsin Energy CORP | — | +1.80% | Add |
| 43 | ✓ | — | — | Trim | |
| 44 | ✓ | — | — | Trim | |
| 45 | HD | Home Depot Inc | — | -3.94% | Trim |
| 46 | UNH | Unitedhealth Group Inc | — | — | Add |
| 47 | CVX | Chevron CORP | — | +2.06% | Add |
| 48 | MO | Altria Group Inc | — | -1.63% | Trim |
| 49 | AKAM | Akamai Technologies Inc | 0% | +1.36% | Trim |
| 50 | META | Meta Platforms Inc-class A | 0% | -4.02% | 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 80 disclosed positions in Q3 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 APH, V, ICE) accounted for 48.1% of total reported equity market value during Q3 2025.
Top New Position Initiated
INTU
市值: $58.7M
Top Position Liquidated / Trimmed
SJM
前期市值: $48.5M
During Q3 2025, Tandem Investment Advisors, Inc.'s top holdings by market value included APH (5.3%)、V (5.1%)、ICE (4.9%). The largest single position, APH, represented 5.3% of total portfolio value.
In Q3 2025, Tandem Investment Advisors, Inc. made 85 total portfolio adjustments, initiating 15 new buys, adding to 41 positions, trimming 24 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.
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