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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 $2.87 million in total holdings as of March 31, 2025.
  • Tandem Investment Advisors, Inc. owns shares of 71 different stocks, but just 23 companies or ETFs make up 80% of its holdings.
  • Approximately 5.77% of the portfolio was purchased this quarter.
  • About 3.36% of the portfolio was sold this quarter.
  • This quarter, Tandem Investment Advisors, Inc. has purchased 84 new stocks and bought additional shares in 36 stocks.
  • Tandem Investment Advisors, Inc. sold shares of 29 stocks and completely divested from 18 stocks this quarter.

Largest Holdings

Visa
$140,468

Largest New Holdings this Quarter

58506Q109 - Medpace
$3,561 Holding
00724F101 - Adobe
$1,717 Holding
30303M102 - Meta Platforms
$240 Holding
30303M102 - Meta Platforms
$234 Holding
67066G104 - NVIDIA
$228 Holding

Largest Purchases this Quarter

Zoetis
198,089 shares (about $32.62K)
Amphenol
433,063 shares (about $28.40K)
Roper Technologies
32,694 shares (about $19.28K)
Microsoft
44,073 shares (about $16.54K)
Jack Henry & Associates
82,414 shares (about $15.05K)

Largest Sales this Quarter

Johnson & Johnson
207,069 shares (about $34.34K)
J. M. Smucker
259,429 shares (about $30.72K)
Intercontinental Exchange
27,191 shares (about $4.69K)
Cboe Global Markets
16,388 shares (about $3.71K)
Visa
9,673 shares (about $3.39K)

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
$184,304$3,708 -2.0%814,4596.4%Financial Services
Visa Inc. stock logo
V
Visa
$140,468$3,390 -2.4%400,8114.9%Business Services
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$136,016$4,690 -3.3%788,4974.7%Finance
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$131,002$667 -0.5%987,5734.6%Medical
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$118,550$15,049 14.5%649,2364.1%Computer and Technology
Genpact Limited stock logo
G
Genpact
$114,370$7,065 6.6%2,270,1434.0%Business Services
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$113,851$2,732 2.5%250,4204.0%Business Services
ResMed Inc. stock logo
RMD
ResMed
$113,040$724 0.6%504,9833.9%Medical
Amphenol Co. stock logo
APH
Amphenol
$104,756$28,405 37.2%1,597,1323.7%Computer and Technology
STERIS PLC SHS USD
$102,191$487 0.5%450,8753.6%COM
Stryker Co. stock logo
SYK
Stryker
$101,575$26 0.0%272,8673.5%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$97,367$1,033 1.1%1,373,4913.4%Utilities
Mastercard Incorporated stock logo
MA
Mastercard
$96,337$3,473 3.7%175,7603.4%Business Services
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$95,130$2,323 2.5%764,7093.3%Finance
Microsoft Co. stock logo
MSFT
Microsoft
$91,706$16,545 22.0%244,2943.2%Computer and Technology
Accenture plc stock logo
ACN
Accenture
$90,835$14,992 19.8%291,1003.2%Computer and Technology
Comcast Co. stock logo
CMCSA
Comcast
$84,732$256 0.3%2,296,2703.0%Consumer Discretionary
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$83,540$834 -1.0%364,7092.9%Medical
Essential Utilities, Inc. stock logo
WTRG
Essential Utilities
$80,841$725 0.9%2,045,0602.8%Utilities
BlackRock, Inc. stock logo
BLK
BlackRock
$70,220$2,256 3.3%74,1912.4%Finance
Terreno Realty Co. stock logo
TRNO
Terreno Realty
$69,462$1,107 1.6%1,098,7332.4%Finance
Waste Connections, Inc. stock logo
WCN
Waste Connections
$69,243$2,231 -3.1%354,7452.4%Business Services
Zoetis Inc. stock logo
ZTS
Zoetis
$65,140$32,615 100.3%395,6262.3%Medical
Roper Technologies, Inc. stock logo
ROP
Roper Technologies
$57,914$19,276 49.9%98,2292.0%Computer and Technology
Republic Services, Inc. stock logo
RSG
Republic Services
$54,416$2,137 -3.8%224,7131.9%Business Services
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$54,347$4 0.0%493,6601.9%Consumer Staples
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$52,688$1,936 3.8%172,4481.8%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$48,725$34,340 -41.3%293,8061.7%Medical
The J. M. Smucker Company stock logo
SJM
J. M. Smucker
$48,474$30,719 -38.8%409,3731.7%Consumer Staples
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$47,998$1,718 -3.5%161,2731.7%Business Services
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$43,504$896 -2.0%361,7761.5%Transportation
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$40,526$1,817 4.7%42,8491.4%Retail/Wholesale
Fiserv, Inc. stock logo
FI
Fiserv
$6,988$1,874 -21.1%31,6450.2%Business Services
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$6,236$1,110 -15.1%4,3530.2%Retail/Wholesale
Qualys, Inc. stock logo
QLYS
Qualys
$5,210$1,023 24.4%41,3700.2%Computer and Technology
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$5,113$940 22.5%8,7940.2%Computer and Technology
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$4,919$3,296 203.1%11,7130.2%Medical
ANSYS, Inc. stock logo
ANSS
ANSYS
$4,637$988 27.1%14,6470.2%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$4,328$602 -12.2%8,7380.2%Medical
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$3,561$3,561 New Holding11,6880.1%Medical
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,644$359 -12.0%15,5100.1%Consumer Staples
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$2,533$111 4.6%31,4720.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,856$190 -9.3%8,8600.1%Medical
Adobe Inc. stock logo
ADBE
Adobe
$1,717$1,717 New Holding4,4770.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$1,552$58 -3.6%6,9890.1%Computer and Technology
Walmart Inc. stock logo
WMT
Walmart
$1,052$576 -35.4%11,9800.0%Retail/Wholesale
The Home Depot, Inc. stock logo
HD
Home Depot
$896$37 -4.0%2,4440.0%Retail/Wholesale
Royal Bank of Canada stock logo
RY
Royal Bank of Canada
$801$6 0.8%7,1050.0%Finance
Truist Financial Co. stock logo
TFC
Truist Financial
$782$247 -24.0%18,9980.0%Finance
Fastenal stock logo
FAST
Fastenal
$778$1 0.2%10,0320.0%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$688$5 0.8%5,6480.0%Retail/Wholesale
The Coca-Cola Company stock logo
KO
Coca-Cola
$666$61 -8.4%9,2950.0%Consumer Staples
Blackstone Inc. stock logo
BX
Blackstone
$639$7 1.2%4,5730.0%Finance
ExlService Holdings, Inc. stock logo
EXLS
ExlService
$488$76 18.3%10,3460.0%Business Services
Altria Group, Inc. stock logo
MO
Altria Group
$403$45 12.5%6,7170.0%Consumer Staples
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$368$65 -15.1%1,9360.0%Retail/Wholesale
ALPHABET INC CL C
$337$94 38.5%2,1580.0%COM
Philip Morris International Inc. stock logo
PM
Philip Morris International
$330$12 3.8%2,0810.0%Consumer Staples
BERKSHIRE HATHAWAY B
$322$273 -45.9%6050.0%COM
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$300$298 -49.8%1,2220.0%Finance
QuidelOrtho Co. stock logo
QDEL
QuidelOrtho
$2960.0%8,4600.0%Medical
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$293$505 -63.3%5590.0%Medical
DuPont de Nemours, Inc. stock logo
DD
DuPont de Nemours
$292$24 8.9%3,9120.0%Basic Materials
United Parcel Service, Inc. stock logo
UPS
United Parcel Service
$269$91 51.4%2,4420.0%Transportation
WISCONSIN ENERGY CORP COM
$256$6 -2.1%2,3480.0%COM
Meta Platforms, Inc. stock logo
META
Meta Platforms
$240$240 New Holding4160.0%Computer and Technology
ALPHABET INC CL A
$240$1 0.5%1,5530.0%COM
Meta Platforms, Inc. stock logo
META
Meta Platforms
$234$234 New Holding7500.0%Computer and Technology
Chevron Co. stock logo
CVX
Chevron
$234$58 -19.8%1,3980.0%Energy
NVIDIA Co. stock logo
NVDA
NVIDIA
$228$228 New Holding2,1070.0%Computer and Technology
Corteva, Inc. stock logo
CTVA
Corteva
$224$5 -2.1%3,5670.0%Consumer Staples
SEI Investments stock logo
SEIC
SEI Investments
$0$578 -100.0%00.0%Finance
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$0$300 -100.0%00.0%Consumer Staples
Intuit Inc. stock logo
INTU
Intuit
$0$277 -100.0%00.0%Computer and Technology
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$0$270 -100.0%00.0%Energy
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$0$266 -100.0%00.0%Medical
Ecolab Inc. stock logo
ECL
Ecolab
$0$262 -100.0%00.0%Basic Materials
PepsiCo, Inc. stock logo
PEP
PepsiCo
$0$249 -100.0%00.0%Consumer Staples
Amgen Inc. stock logo
AMGN
Amgen
$0$237 -100.0%00.0%Medical
General Dynamics Co. stock logo
GD
General Dynamics
$0$231 -100.0%00.0%Aerospace
Victoria's Secret & Co. stock logo
VSCO
Victoria's Secret & Co.
$0$229 -100.0%00.0%Retail/Wholesale
McDonald's Co. stock logo
MCD
McDonald's
$0$227 -100.0%00.0%Retail/Wholesale
Bath & Body Works, Inc. stock logo
BBWI
Bath & Body Works
$0$215 -100.0%00.0%Retail/Wholesale
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$0$212 -100.0%00.0%Aerospace
Curtiss-Wright Co. stock logo
CW
Curtiss-Wright
$0$206 -100.0%00.0%Aerospace
AMETEK, Inc. stock logo
AME
AMETEK
$0$205 -100.0%00.0%Computer and Technology
Eaton Co. plc stock logo
ETN
Eaton
$0$204 -100.0%00.0%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$0$204 -100.0%00.0%Computer and Technology
Energy Transfer LP stock logo
ET
Energy Transfer
$0$199 -100.0%00.0%Energy

Showing largest 100 holdings. View all holdings.
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