Institutional Manager · CIK 0001694284
Tandem Investment Advisors, Inc.
CHARLESTON, SC · File #028-17677
Latest AUM
$2.69B
Positions
83
Top-10 Concentration
46.2%
Filings
9
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| REDUCE | FACTSET RESH SYS INC COM | 303075105 | -144,845 | -$42.0M | +$42.4M |
| REDUCE | AMPHENOL CORP NEW CL A | 032095101 | -302,620 | -$40.9M | +$168.8M |
| ADD | INTUIT COM | INTU | +53,315 | +$35.3M | +$56.9M |
| NEW | BROADRIDGE FINL SOLUTI COM | 11133T103 | +151,579 | +$33.8M | $0 |
| REDUCE | ZOETIS INC CL A | ZTS | -82,466 | -$10.4M | +$99.3M |
| REDUCE | ACCENTURE PLC IRELAND SHS CLAS | ACN | -28,460 | -$7.6M | +$110.8M |
| REDUCE | BROWN & BROWN INC | BRO | -93,396 | -$7.4M | +$110.3M |
| REDUCE | NEXTERA ENERGY INC COM | NEE-PW | -91,190 | -$7.3M | +$111.5M |
| ADD | CHURCH & DWIGHT INC COM | CHD | +82,833 | +$6.9M | +$59.9M |
| REDUCE | VISA INC CL A | V | -18,803 | -$6.6M | +$152.7M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202583 pos · $2.69B
- 13F HOLDINGS REPORTQ/E Sep 202580 pos · $2.9M
- 13F HOLDINGS REPORTQ/E Jun 202569 pos · $2.9M
- 13F HOLDINGS REPORTQ/E Mar 202571 pos · $2.9M
- 13F HOLDINGS REPORTQ/E Dec 202484 pos · $2.6M
- 13F HOLDINGS REPORTQ/E Sep 202487 pos · $2.6M
- 13F HOLDINGS REPORTQ/E Jun 202481 pos · $2.5M
- 13F HOLDINGS REPORTQ/E Mar 202488 pos · $2.6M
- 13F HOLDINGS REPORTQ/E Dec 202381 pos · $2.37B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 1 | VISA INC CL A | V | 417,098 | $146.3M | 5.47% |
| 2 | INTERCONTINENTAL EXCHANGE INC | 45866F104 | 815,120 | $132.0M | 4.94% |
| 3 | GENPACT LIMITED SHS | G | 2,821,933 | $132.0M | 4.93% |
| 4 | AMPHENOL CORP NEW CL A | 032095101 | 947,488 | $128.0M | 4.79% |
| 5 | ABBOTT LABORATORIES | ABLZF | 992,844 | $124.4M | 4.65% |
| 6 | RESMED INC COM | RSMDF | 500,145 | $120.5M | 4.50% |
| 7 | HENRY JACK & ASSOC INC COM | 426281101 | 649,796 | $118.6M | 4.43% |
| 8 | MASTERCARD INC CL A | MA | 197,762 | $112.9M | 4.22% |
| 9 | STERIS PLC SHS USD | STE | 444,021 | $112.6M | 4.21% |
| 10 | MICROSOFT CORP COM | MSFT | 226,811 | $109.7M | 4.10% |
| 11 | NEXTERA ENERGY INC COM | NEE-PW | 1,299,263 | $104.3M | 3.90% |
| 12 | ACCENTURE PLC IRELAND SHS CLAS | ACN | 384,734 | $103.2M | 3.86% |
| 13 | BROWN & BROWN INC | BRO | 1,291,818 | $103.0M | 3.85% |
| 14 | ROPER TECHNOLOGIES INC COM | ROP | 221,220 | $98.5M | 3.68% |
| 15 | STRYKER CORP COM | SYK | 271,368 | $95.4M | 3.57% |
| 16 | INTUIT COM | INTU | 139,240 | $92.2M | 3.45% |
| 17 | ZOETIS INC CL A | ZTS | 707,775 | $89.1M | 3.33% |
| 18 | AUTOMATIC DATA PROCESSING | ADP | 330,041 | $84.9M | 3.17% |
| 19 | TERRENO RLTY CORP COM | TRNO | 1,371,867 | $80.5M | 3.01% |
| 20 | BLACKROCK INC COM | BLK | 69,257 | $74.1M | 2.77% |