Tandem Investment Advisors, Inc. Portfolio Holdings

Tandem Investment Advisors, Inc.

  • $2.64 Billion
  • Q4 2024

Tandem Investment Advisors, Inc. has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $2.64 Billion distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Cboe Global Markets, Inc. with a value of $162M, Visa Inc. with a value of $130M, Intercontinental Exchange, Inc. with a value of $122M, Factset Research Systems Inc with a value of $117M, and Resmed Inc with a value of $115M.

Examining the 13F form we can see an increase of $2.11M in the current position value, from $2.64B to 2.64B.

Tandem Investment Advisors, Inc. is based out at Charleston, SC

Below you can find more details about Tandem Investment Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $2.64 Billion
Financial Services: $774 Million
Healthcare: $524 Million
Technology: $468 Million
Industrials: $281 Million
Utilities: $171 Million
Consumer Defensive: $169 Million
Communication Services: $85.9 Million
Real Estate: $63.9 Million
Other: $10.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$22.7B
$162 Million 6.15% of portfolio
830,847
Q4 2024 Added 2.53%
$563B
$130 Million 4.91% of portfolio
410,484
Q4 2024 Reduced 2.76%
$98.1B
$122 Million 4.6% of portfolio
815,688
Q4 2024 Added 9.14%
$16.7B
$117 Million 4.44% of portfolio
244,411
Q4 2024 Reduced 0.95%
$32.4B
$115 Million 4.34% of portfolio
501,747
Q4 2024 Added 1.02%
$220B
$112 Million 4.25% of portfolio
992,598
Q4 2024 Added 0.02%
$12.7B
$99.4 Million 3.76% of portfolio
566,822
Q4 2024 Added 12.27%
$141B
$98.3 Million 3.72% of portfolio
272,938
Q4 2024 Added 2.59%
$135B
$97.4 Million 3.69% of portfolio
1,358,923
Q4 2024 Added 2.57%
Steris PLC Shs Usd
-
$92.2 Million 3.49% of portfolio
-
Q4 2024 Added 22.78%
$9.28B
$91.5 Million 3.46% of portfolio
2,129,915
Q4 2024 Added 390.53%
$520B
$89.2 Million 3.38% of portfolio
169,423
Q4 2024 Reduced 0.98%
$163B
$85.9 Million 3.25% of portfolio
2,289,321
Q4 2024 Added 0.12%
$195B
$85.5 Million 3.24% of portfolio
243,054
Q4 2024 Reduced 1.07%
$2.95T
$84.4 Million 3.2% of portfolio
200,221
Q4 2024 Reduced 0.48%
$65B
$83.6 Million 3.16% of portfolio
368,351
Q4 2024 Reduced 2.21%
$34.3B
$76.1 Million 2.88% of portfolio
746,032
Q4 2024 Added 10.12%
$147B
$73.6 Million 2.79% of portfolio
71,807
Q4 2024 Reduced 17.06%
$11.9B
$73.6 Million 2.79% of portfolio
668,802
Q4 2024 Added 0.16%
$9.94B
$73.6 Million 2.79% of portfolio
2,026,707
Q4 2024 Reduced 0.38%
$421B
$72.4 Million 2.74% of portfolio
500,875
Q4 2024 Reduced 0.84%
$4.76B
$63.9 Million 2.42% of portfolio
1,081,224
Q4 2024 Added 5.13%
$49.6B
$62.8 Million 2.38% of portfolio
366,173
Q4 2024 Added 7.16%
$25.4B
$51.7 Million 1.96% of portfolio
493,626
Q4 2024 Reduced 0.42%
$124B
$48.6 Million 1.84% of portfolio
166,110
Q4 2024 Reduced 1.09%
$75.1B
$47 Million 1.78% of portfolio
233,536
Q4 2024 Added 6.91%
$45.2B
$46 Million 1.74% of portfolio
167,046
Q4 2024 Added 1.79%
$19.4B
$40.9 Million 1.55% of portfolio
369,229
Q4 2024 Added 2.08%
$412B
$37.5 Million 1.42% of portfolio
40,928
Q4 2024 Reduced 21.68%
$61.4B
$34.1 Million 1.29% of portfolio
65,535
Q4 2024 Added 3.21%
$75.5B
$32.2 Million 1.22% of portfolio
197,537
Q4 2024 New
$79.5B
$8.24 Million 0.31% of portfolio
40,133
Q4 2024 Added 0.84%
$86.4B
$6.08 Million 0.23% of portfolio
5,128
Q4 2024 Reduced 22.49%
$184B
$5.2 Million 0.2% of portfolio
9,954
Q4 2024 Added 1.86%
$4.98B
$4.66 Million 0.18% of portfolio
33,250
Q4 2024 Added 1.21%
$24.2B
$4.14 Million 0.16% of portfolio
7,177
Q4 2024 Added 0.24%
$28.4B
$3.89 Million 0.15% of portfolio
11,527
Q4 2024 Added 1.02%
$386B
$2.95 Million 0.11% of portfolio
17,615
Q4 2024 Reduced 2.65%
$14.4B
$2.88 Million 0.11% of portfolio
30,096
Q4 2024 Added 0.47%
$3.6T
$1.82 Million 0.07% of portfolio
7,252
Q4 2024 Reduced 3.59%
$356B
$1.74 Million 0.07% of portfolio
9,767
Q4 2024 Reduced 1.08%
$34.8B
$1.6 Million 0.06% of portfolio
3,865
Q4 2024 New
$230B
$1.68 Million 0.06% of portfolio
18,543
Q4 2024 Added 7.22%
$370B
$990,000 0.04% of portfolio
2,545
Q4 2024 Reduced 0.74%
$55.7B
$1.09 Million 0.04% of portfolio
25,008
Q4 2024 Reduced 27.11%
$162B
$850,000 0.03% of portfolio
7,051
Q4 2024 Added 2.19%
$44.2B
$720,000 0.03% of portfolio
10,016
Q4 2024 Added 0.16%
$107B
$779,000 0.03% of portfolio
4,520
Q3 2024 Added 12.44%
$139B
$677,000 0.03% of portfolio
5,604
Q4 2024 Reduced 1.87%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $2.64 Billion
  • Prior Value $2.64 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 7 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 38 stocks
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