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Tandem Investment Advisors, Inc. Top Holdings and 13F Report (2025)

About Tandem Investment Advisors, Inc.

Investment Activity

  • Tandem Investment Advisors, Inc. has $2.64 million in total holdings as of December 31, 2024.
  • Tandem Investment Advisors, Inc. owns shares of 84 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 6.69% of the portfolio was purchased this quarter.
  • About 3.62% of the portfolio was sold this quarter.
  • This quarter, Tandem Investment Advisors, Inc. has purchased 87 new stocks and bought additional shares in 36 stocks.
  • Tandem Investment Advisors, Inc. sold shares of 38 stocks and completely divested from 10 stocks this quarter.

Largest Holdings

Visa
$129,729
ResMed
$114,745

Largest New Holdings this Quarter

Zoetis
$32,185 Holding
IDEXX Laboratories
$1,598 Holding
Bath & Body Works
$215 Holding
Curtiss-Wright
$206 Holding

Largest Purchases this Quarter

Genpact
1,695,706 shares (about $72.83K)
Zoetis
197,537 shares (about $32.19K)
STERIS PLC SHS USD
83,257 shares (about $17.11K)
Jack Henry & Associates
61,969 shares (about $10.86K)
Intercontinental Exchange
68,291 shares (about $10.18K)

Largest Sales this Quarter

Brown-Forman
1,072,179 shares (about $40.66K)
BlackRock
14,773 shares (about $15.14K)
Costco Wholesale
11,327 shares (about $10.38K)
Visa
11,660 shares (about $3.69K)
Becton, Dickinson and Company
8,331 shares (about $1.89K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTandem Investment Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$162,347$4,009 2.5%830,8476.1%Financial Services
Visa Inc. stock logo
V
Visa
$129,729$3,685 -2.8%410,4844.9%Business Services
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$121,546$10,176 9.1%815,6884.6%Finance
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$117,386$1,128 -1.0%244,4114.4%Business Services
ResMed Inc. stock logo
RMD
ResMed
$114,745$1,163 1.0%501,7474.3%Medical
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$112,273$21 0.0%992,5984.3%Medical
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$99,364$10,863 12.3%566,8223.8%Computer and Technology
Stryker Co. stock logo
SYK
Stryker
$98,271$2,483 2.6%272,9383.7%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$97,421$2,440 2.6%1,358,9233.7%Utilities
STERIS PLC SHS USD
$92,240$17,114 22.8%448,7273.5%COM
Genpact Limited stock logo
G
Genpact
$91,480$72,831 390.5%2,129,9153.5%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$89,213$884 -1.0%169,4233.4%Business Services
Comcast Co. stock logo
CMCSA
Comcast
$85,918$107 0.1%2,289,3213.3%Consumer Discretionary
Accenture plc stock logo
ACN
Accenture
$85,504$921 -1.1%243,0543.2%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$84,394$403 -0.5%200,2213.2%Computer and Technology
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$83,568$1,890 -2.2%368,3513.2%Medical
Amphenol Co. stock logo
APH
Amphenol
$80,845$1,538 -1.9%1,164,0693.1%Computer and Technology
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$76,110$6,996 10.1%746,0322.9%Finance
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$73,648$118 0.2%668,8022.8%Consumer Staples
BlackRock, Inc. stock logo
BLK
BlackRock
$73,610$15,144 -17.1%71,8072.8%Finance
Essential Utilities, Inc. stock logo
WTRG
Essential Utilities
$73,610$283 -0.4%2,026,7072.8%Utilities
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$72,437$611 -0.8%500,8752.7%Medical
Terreno Realty Co. stock logo
TRNO
Terreno Realty
$63,944$3,122 5.1%1,081,2242.4%Finance
Waste Connections, Inc. stock logo
WCN
Waste Connections
$62,828$4,196 7.2%366,1732.4%Business Services
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$51,688$219 -0.4%493,6262.0%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$48,625$537 -1.1%166,1101.8%Business Services
Republic Services, Inc. stock logo
RSG
Republic Services
$46,983$3,035 6.9%233,5361.8%Business Services
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$46,010$808 1.8%167,0461.7%Business Services
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$40,900$833 2.1%369,2291.5%Transportation
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$37,501$10,379 -21.7%40,9281.4%Retail/Wholesale
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$34,069$1,061 3.2%65,5351.3%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$32,185$32,185 New Holding197,5371.2%Medical
Fiserv, Inc. stock logo
FI
Fiserv
$8,244$69 0.8%40,1330.3%Business Services
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$6,081$1,765 -22.5%5,1280.2%Retail/Wholesale
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$5,196$95 1.9%9,9540.2%Medical
Qualys, Inc. stock logo
QLYS
Qualys
$4,662$56 1.2%33,2500.2%Computer and Technology
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$4,139$10 0.2%7,1770.2%Computer and Technology
ANSYS, Inc. stock logo
ANSS
ANSYS
$3,888$39 1.0%11,5270.1%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,953$80 -2.6%17,6150.1%Consumer Staples
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$2,879$13 0.5%30,0960.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,816$68 -3.6%7,2520.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,736$19 -1.1%9,7670.1%Medical
Walmart Inc. stock logo
WMT
Walmart
$1,676$113 7.2%18,5430.1%Retail/Wholesale
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$1,598$1,598 New Holding3,8650.1%Medical
Truist Financial Co. stock logo
TFC
Truist Financial
$1,085$403 -27.1%25,0080.0%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$990$7 -0.7%2,5450.0%Retail/Wholesale
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$850$18 2.2%7,0510.0%Finance
Blackstone Inc. stock logo
BX
Blackstone
$7790.0%4,5200.0%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$770$1 0.1%1,5220.0%Medical
Fastenal stock logo
FAST
Fastenal
$720$1 0.2%10,0160.0%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$677$13 -1.9%5,6040.0%Retail/Wholesale
The Coca-Cola Company stock logo
KO
Coca-Cola
$632$38 6.3%10,1430.0%Consumer Staples
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$583$22 -3.7%2,4340.0%Finance
SEI Investments stock logo
SEIC
SEI Investments
$578$163 -22.0%7,0120.0%Finance
BERKSHIRE HATHAWAY B
$507$41 -7.5%1,1180.0%COM
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$500$82 -14.0%2,2790.0%Retail/Wholesale
ExlService Holdings, Inc. stock logo
EXLS
ExlService
$388$12 -2.9%8,7420.0%Business Services
QuidelOrtho Co. stock logo
QDEL
QuidelOrtho
$3770.0%8,4600.0%Medical
Altria Group, Inc. stock logo
MO
Altria Group
$312$2 0.8%5,9700.0%Consumer Staples
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$300$40,659 -99.3%7,9110.0%Consumer Staples
ALPHABET INC CL C
$297$45 -13.3%1,5580.0%COM
ALPHABET INC CL A
$293$157 -35.0%1,5460.0%COM
Intuit Inc. stock logo
INTU
Intuit
$277$1 -0.2%4410.0%Computer and Technology
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$2740.0%3,5920.0%Basic Materials
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$270$33 14.1%2,5110.0%Oils/Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$266$31 -10.4%2,6780.0%Medical
Ecolab Inc. stock logo
ECL
Ecolab
$262$2 -0.9%1,1170.0%Basic Materials
Chevron Co. stock logo
CVX
Chevron
$252$7 -2.8%1,7430.0%Oils/Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$249$18 7.8%1,6350.0%Consumer Staples
Philip Morris International Inc. stock logo
PM
Philip Morris International
$241$3 -1.3%2,0040.0%Consumer Staples
Amgen Inc. stock logo
AMGN
Amgen
$237$195 -45.1%9090.0%Medical
General Dynamics Co. stock logo
GD
General Dynamics
$231$23 11.2%8760.0%Aerospace
Victoria's Secret & Co. stock logo
VSCO
Victoria's Secret & Co.
$229$229 New Holding5,5180.0%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$227$19 9.4%7820.0%Retail/Wholesale
WISCONSIN ENERGY CORP COM
$226$3 1.5%2,3990.0%COM
Bath & Body Works, Inc. stock logo
BBWI
Bath & Body Works
$215$215 New Holding5,5500.0%Retail/Wholesale
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$212$8 3.8%4360.0%Aerospace
Corteva, Inc. stock logo
CTVA
Corteva
$207$2 -0.9%3,6420.0%Consumer Staples
Curtiss-Wright Co. stock logo
CW
Curtiss-Wright
$206$206 New Holding5800.0%Aerospace
AMETEK, Inc. stock logo
AME
AMETEK
$205$205 New Holding1,1360.0%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$204$16 -7.2%6160.0%Industrial Products
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$204$204 New Holding3,4410.0%Computer and Technology
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$203$6 -3.0%1,6130.0%Transportation
Energy Transfer LP stock logo
ET
Energy Transfer
$199$41 -17.1%10,1710.0%Oils/Energy
MarketAxess Holdings Inc. stock logo
MKTX
MarketAxess
$0$9,977 -100.0%00.0%Finance
Henry Schein, Inc. stock logo
HSIC
Henry Schein
$0$2,211 -100.0%00.0%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$0$449 -100.0%00.0%Finance
NV5 Global, Inc. stock logo
NVEE
NV5 Global
$0$342 -100.0%00.0%Business Services
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$0$262 -100.0%00.0%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$0$249 -100.0%00.0%Industrial Products
Graco Inc. stock logo
GGG
Graco
$0$210 -100.0%00.0%Industrial Products
McKesson Co. stock logo
MCK
McKesson
$0$206 -100.0%00.0%Medical
Cintas Co. stock logo
CTAS
Cintas
$0$201 -100.0%00.0%Business Services
8ALPHA NAT 6.0 ESCROW SECURITY
$0-100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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