Latest Tandem Investment Advisors, Inc. Stock Portfolio
Tandem Investment Advisors, Inc. Performance:
2025 Q3: -2.26%YTD: 3.7%2024: 6.68%
Performance for 2025 Q3 is -2.26%, and YTD is 3.7%, and 2024 is 6.68%.
About Tandem Investment Advisors, Inc. and 13F Hedge Fund Stock Holdings
Tandem Investment Advisors, Inc. is a hedge fund based in CHARLESTON, SC. On 05-Sep-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $3 Billions. In it's latest 13F Holdings report, Tandem Investment Advisors, Inc. reported an equity portfolio of $2.9 Billions as of 30 Sep, 2025.
The top stock holdings of Tandem Investment Advisors, Inc. are APH, V, ICE. The fund has invested 5.3% of it's portfolio in AMPHENOL CORP NEW CL A and 5.1% of portfolio in VISA INC CL A.
The fund managers got completely rid off SMUCKER J M CO (SJM) and ANSYS INC COM (ANSS) stocks. They significantly reduced their stock positions in ESSENTIAL UTILS INC COM (WTRG), FACTSET RESH SYS INC COM (FDS) and ROYAL BK CDA MONTREAL COM. Tandem Investment Advisors, Inc. opened new stock positions in INTUIT COM (INTU), SYNOPSYS INC COM (SNPS) and FORTINET INC COM (FTNT). The fund showed a lot of confidence in some stocks as they added substantially to EXLSERVICE HOLDINGS IN COM (EXLS), ROPER TECHNOLOGIES INC COM (ROP) and GARTNER INC COM (IT).
The top stock holdings of Tandem Investment Advisors, Inc. are APH, V, ICE. The fund has invested 5.3% of it's portfolio in AMPHENOL CORP NEW CL A and 5.1% of portfolio in VISA INC CL A.
The fund managers got completely rid off SMUCKER J M CO (SJM) and ANSYS INC COM (ANSS) stocks. They significantly reduced their stock positions in ESSENTIAL UTILS INC COM (WTRG), FACTSET RESH SYS INC COM (FDS) and ROYAL BK CDA MONTREAL COM. Tandem Investment Advisors, Inc. opened new stock positions in INTUIT COM (INTU), SYNOPSYS INC COM (SNPS) and FORTINET INC COM (FTNT). The fund showed a lot of confidence in some stocks as they added substantially to EXLSERVICE HOLDINGS IN COM (EXLS), ROPER TECHNOLOGIES INC COM (ROP) and GARTNER INC COM (IT).
Tandem Investment Advisors, Inc. Annual Return Estimates Vs S&P 500
Our best estimate is that Tandem Investment Advisors, Inc. made a return of -2.26% in the last quarter. In trailing 12 months, it's portfolio return was 1.82%.
New Buys
| Ticker | $ Bought |
|---|---|
| intuit com | 58,679,000 |
| synopsys inc com | 2,932,000 |
| fortinet inc com | 2,798,000 |
| msci inc com | 507,000 |
| general elec co com | 424,000 |
| kinsale cap group inc com | 341,000 |
| badger meter inc com | 309,000 |
| unitedhealth group inc com | 305,000 |
New stocks bought by Tandem Investment Advisors, Inc.
Additions
| Ticker | % Inc. |
|---|---|
| exlservice holdings in com | 602 |
| roper technologies inc com | 123 |
| gartner inc com | 70.32 |
| brown & brown inc | 69.72 |
| philip morris intl inc com | 45.11 |
| coca cola co com | 37.64 |
| automatic data processing | 31.59 |
| jpmorgan chase & co | 25.05 |
Additions to existing portfolio by Tandem Investment Advisors, Inc.
Reductions
| Ticker | % Reduced |
|---|---|
| essential utils inc com | -54.16 |
| factset resh sys inc com | -27.33 |
| royal bk cda montreal com | -22.25 |
| blackstone group l p com unit | -15.43 |
| apple computer inc com | -10.61 |
| cboe hldgs inc com | -9.71 |
| meta platforms inc cl a | -4.02 |
| home depot inc com | -3.94 |
Tandem Investment Advisors, Inc. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| smucker j m co | -27,682,000 |
| ansys inc com | -6,231,000 |
Tandem Investment Advisors, Inc. got rid off the above stocks
Sector Distribution
Tandem Investment Advisors, Inc. has about 27.4% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 27.4 |
| Healthcare | 24.9 |
| Financial Services | 22.7 |
| Industrials | 10.3 |
| Utilities | 4.9 |
| Consumer Defensive | 4 |
| Real Estate | 2.7 |
| Others | 2.7 |
Market Cap. Distribution
Tandem Investment Advisors, Inc. has about 90% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 69.2 |
| MEGA-CAP | 20.8 |
| MID-CAP | 7.3 |
| UNALLOCATED | 2.7 |
Stocks belong to which Index?
About 91.9% of the stocks held by Tandem Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 88.8 |
| Others | 8.2 |
| RUSSELL 2000 | 3.1 |
Tandem Investment Advisors, Inc. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Tandem Investment Advisors, Inc.
Tandem Investment Advisors, Inc. has 80 stocks in it's portfolio. About 45.3% of the portfolio is in top 10 stocks. FDS proved to be the most loss making stock for the portfolio. APH was the most profitable stock for Tandem Investment Advisors, Inc. last quarter.
Last Reported on: 03 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AAPL | apple computer inc com | 0.05 | 5,816 | 1,481,000 | reduced | -10.61 | ||
| ABBV | abbvie inc com | 0.07 | 9,335 | 2,161,000 | reduced | -1.82 | ||
| ABT | abbott laboratories | 4.54 | 992,660 | 132,957,000 | reduced | -0.01 | ||
| ACN | accenture plc ireland shs clas | 3.48 | 413,194 | 101,894,000 | added | 8.4 | ||
| ADBE | adobe sys inc com | 0.17 | 14,095 | 4,972,000 | added | 21.69 | ||
| ADP | automatic data processing | 3.10 | 309,538 | 90,849,000 | added | 31.59 | ||
| AKAM | akamai technologies inc | 0.08 | 30,285 | 2,294,000 | added | 1.36 | ||
| AMGN | amgen inc com | 0.01 | 750 | 212,000 | unchanged | 0.00 | ||
| AMZN | amazon com inc | 0.01 | 2,054 | 451,000 | added | 20.05 | ||
| ANSS | ansys inc com | 0.00 | 0.00 | 0.00 | sold off | -100 | ||
| APH | amphenol corp new cl a | 5.28 | 1,250,110 | 154,701,000 | reduced | -3.5 | ||
| BDX | becton dickinson & co com | 1.72 | 269,890 | 50,515,000 | reduced | -1.86 | ||
| BLK | blackrock inc com | 2.84 | 71,403 | 83,247,000 | reduced | -3.14 | ||
| BMI | badger meter inc com | 0.01 | 1,728 | 309,000 | new | |||
| BRO | brown & brown inc | 4.43 | 1,385,210 | 129,919,000 | added | 69.72 | ||
| BX | blackstone group l p com unit | 0.02 | 3,545 | 606,000 | reduced | -15.43 | ||
| CAT | caterpillar inc del com | 0.01 | 436 | 208,000 | new | |||
| CHD | church & dwight inc com | 2.14 | 714,900 | 62,647,000 | added | 0.52 | ||
| CMCSA | comcast corp new cl a | 2.55 | 2,377,480 | 74,700,000 | reduced | -0.35 | ||
| COST | costco wholesale corp | 1.66 | 52,652 | 48,737,000 | added | 22.7 | ||