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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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