Tandem Investment Advisors, Inc.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed October 31, 2024), Tandem Investment Advisors, Inc. reported 87 stock positions worth $2.6 billion. Its top holding was Cboe Global Markets (CBOE) at 6.3% of the portfolio, followed by Resmed (RMD, 4.6%) and Intercontinental Exchange (ICE, 4.5%). Compared with Q2 2024, it opened 13 new positions, sold out of 7, added to 36 and reduced 35. The biggest buy was a new position in Genpact (G) and the biggest sale an exit from Nike Class B (NKE).
- Most Recent 13F
- Q2 2026
- Location
- CHARLESTON, SC
- CIK
- 0001694284
- Portfolio Value
- $2.6B (Q3 2024)
- SEC Filing
- 0001694284-24-000008 ↗ filed Oct 31, 2024
Holdings Value
Holdings 87 stocks · $2.6B
| CBOE Cboe Global Markets Inc. | 6.29% | 810,332 | $166.0M | Reduce -3.0% |
| RMD Resmed Inc. | 4.59% | 496,660 | $121.2M | Reduce -0.9% |
| ICE Intercontinental Exchange Inc. | 4.55% | 747,397 | $120.1M | Reduce -3.8% |
| V Visa Inc. Class A | 4.40% | 422,144 | $116.1M | Add +0.1% |
| FDS Factset Research Systems Inc. | 4.30% | 246,759 | $113.5M | Reduce -1.3% |
| ABT Abbott Laboratories | 4.29% | 992,412 | $113.1M | Reduce -0.4% |
| NEE Nextera Energy Inc. | 4.24% | 1,324,891 | $112.0M | Reduce -1.5% |
| SYK Stryker Corp. | 3.64% | 266,041 | $96.1M | Add +8.2% |
| CMCSA Comcast Corp. Class A | 3.62% | 2,286,469 | $95.5M | Reduce -0.0% |
| BDX Becton Dickinson and Co. | 3.44% | 376,682 | $90.8M | Reduce -1.4% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 3.38% | 504,853 | $89.1M | Add +0.4% |
| STE Steris Ltd. | 3.36% | 365,470 | $88.6M | Add +0.7% |
| ACN Accenture PLC Class A | 3.29% | 245,672 | $86.8M | Reduce -0.6% |
| MSFT Microsoft Corp. | 3.28% | 201,178 | $86.6M | Add +2.6% |
| MA Mastercard Inc. Class A | 3.20% | 171,101 | $84.5M | Reduce -1.4% |
| BLK BlackRock Finance Inc. | 3.12% | 86,580 | $82.2M | Reduce -2.1% |
| JNJ Johnson & Johnson | 3.10% | 505,100 | $81.9M | Reduce -0.1% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 3.06% | 667,731 | $80.9M | Reduce -3.1% |
| WTRG Essential Utilities Inc. | 2.97% | 2,034,497 | $78.5M | Add +0.5% |
| APH Amphenol Corp. Class A | 2.93% | 1,186,209 | $77.3M | Add +0.7% |
| BRO Brown & Brown Inc. | 2.66% | 677,455 | $70.2M | Reduce -2.0% |
| TRNO Terreno Realty Corp. | 2.60% | 1,028,439 | $68.7M | Reduce -1.3% |
| WCN Waste Connections Inc. | 2.32% | 341,717 | $61.1M | Reduce -2.0% |
| BF.B Brown-Forman Corp. Class B | 2.01% | 1,080,090 | $53.1M | Reduce -5.6% |
| CHD Church & Dwight Co. Inc. | 1.97% | 495,717 | $51.9M | Add +4.3% |
| EXPD Expeditors Intl Wash Inc. | 1.80% | 361,713 | $47.5M | Add +1.5% |
| ADP Automatic Data Processing | 1.76% | 167,946 | $46.5M | Reduce -2.8% |
| COST Costco Wholesale Corp. | 1.76% | 52,255 | $46.3M | Reduce -2.9% |
| VRSK Verisk Analytics Inc. | 1.67% | 164,111 | $44.0M | Reduce -0.8% |
| RSG Republic Services Inc. | 1.66% | 218,448 | $43.9M | Reduce -20.3% |
| ROP Roper Technologies Inc. | 1.34% | 63,495 | $35.3M | Add +6.4% |
| G Genpact Ltd. | 0.65% | 434,209 | $17.0M | New |
| MKTX Marketaxess Holdings Inc. | 0.38% | 38,942 | $10.0M | Reduce -82.4% |
| ORLY O'reilly Automotive Inc. | 0.29% | 6,616 | $7.6M | Reduce -2.2% |
| FISV Fiserv Inc. | 0.27% | 39,797 | $7.2M | Reduce -1.7% |
| ISRG Intuitive Surgical Inc. | 0.18% | 9,772 | $4.8M | Reduce -17.9% |
| QLYS Qualys Inc. | 0.16% | 32,851 | $4.2M | Add +1.0% |
| TYL Tyler Technologies Inc. | 0.16% | 7,160 | $4.2M | Reduce -2.8% |
| ANSS Ansys Inc. | 0.14% | 11,411 | $3.6M | Add +3.4% |
| PG The Procter & Gamble Co. | 0.12% | 18,094 | $3.1M | Add +781.3% |
| AKAM Akamai Technologies Inc. | 0.11% | 29,956 | $3.0M | Add +0.8% |
| HSIC Henry Schein Inc. | 0.08% | 30,335 | $2.2M | Reduce -47.8% |
| ABBV Abbvie Inc. | 0.07% | 9,874 | $1.9M | Reduce -9.0% |
| AAPL Apple Inc. | 0.07% | 7,522 | $1.8M | Add +31.6% |
| TFC Truist Financial Corp. | 0.06% | 34,307 | $1.5M | Add +202.7% |
| WMT Walmart Inc. | 0.05% | 17,294 | $1.4M | Add +22.8% |
| HD Home Depot Inc. | 0.04% | 2,564 | $1.0M | Add +79.5% |
| UNH Unitedhealth Group Inc. | 0.03% | 1,521 | $889K | Add +1.4% |
| RY Royal Bank of Canada | 0.03% | 6,900 | $861K | Reduce -14.8% |
| FAST Fastenal Co. | 0.03% | 10,000 | $714K | No change |
| BX Blackstone Inc. | 0.03% | 4,520 | $692K | Add +12.4% |
| KO The Coca-Cola Co. | 0.03% | 9,540 | $686K | Reduce -9.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 5,711 | $671K | Add +2.8% |
| SEIC Sei Investments Company | 0.02% | 8,987 | $622K | Reduce -97.9% |
| BERKSHIRE HATHAWAY INC | 0.02% | 1,208 | $556K | New |
| AMGN Amgen Inc. | 0.02% | 1,655 | $534K | Add +107.4% |
| JPM JPMorgan Chase & Co. | 0.02% | 2,527 | $533K | Add +7.8% |
| AMZN Amazon.com Inc. | 0.02% | 2,651 | $494K | Add +10.1% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.02% | 783 | $449K | Reduce -4.4% |
| GOOGLE LLC-CL A | 0.01% | 2,377 | $394K | Add +32.6% |
| QDEL Quidelortho Corp. | 0.01% | 8,460 | $386K | No change |
| EXLS Exlservice Holdings Inc. | 0.01% | 9,004 | $344K | Reduce -4.8% |
| NVEE NV5 Global Inc. | 0.01% | 3,657 | $342K | Reduce -3.1% |
| MRK Merck & Co. Inc. | 0.01% | 2,989 | $339K | Add +32.0% |
| DD Dupont DE Nemours Inc. | 0.01% | 3,592 | $320K | Add +1.7% |
| MO Altria Group Inc. | 0.01% | 5,924 | $302K | Add +0.1% |
| GOOG Google LLC Class C filed as ALPHABET INC CL C | 0.01% | 1,796 | $300K | Add +49.7% |
| ECL Ecolab Inc. | 0.01% | 1,127 | $288K | Add +2.2% |
| INTU Intuit Inc. | 0.01% | 442 | $274K | Add +20.8% |
| CVX Chevron Corp. | 0.01% | 1,793 | $264K | New |
| VZ Verizon Communications Inc. | 0.01% | 5,835 | $262K | New |
| XOM Exxon Mobil Corp. | 0.01% | 2,200 | $258K | New |
| PEP Pepsico Inc. | 0.01% | 1,517 | $258K | Add +4.9% |
| ITW Illinois Tool Works | 0.01% | 952 | $249K | Add +10.6% |
| LMT Lockheed Martin Corp. | 0.01% | 420 | $246K | New |
| PM Philip Morris International | 0.01% | 2,030 | $246K | Add +1.3% |
| GD General Dynamics Corp. | 0.01% | 788 | $238K | No change |
| UPS United Parcel Service Class B | 0.01% | 1,663 | $227K | Add +5.5% |
| WISCONSIN ENERGY CORP filed as W E C ENERGY GROUP INC | 0.01% | 2,363 | $227K | New |
| ETN Eaton Corp. PLC | 0.01% | 664 | $220K | New |
| MCD McDonald's Corp. | 0.01% | 715 | $218K | New |
| CTVA Corteva Inc. | 0.01% | 3,675 | $216K | New |
| GGG Graco Inc. | 0.01% | 2,400 | $210K | New |
| MCK McKesson Corp. | 0.01% | 417 | $206K | Add +3.2% |
| CTAS Cintas Corp. | 0.01% | 975 | $201K | New |
| ET Energy Transfer LP | 0.01% | 12,267 | $197K | Reduce -20.3% |
| ALPHA NATURAL RSRCS ESC filed as 8ALPHA NAT 6.0 ESCROW SECURITY | 0.00% | 20,000 | $0 | New |
Portfolio Sells Q2 2024 → Q3 2024
| NKE Nike Inc. Class B | Sold out | 0.00% | −1.55 |
| MKTX Marketaxess Holdings Inc. | Reduce -82.4% | 0.38% | −1.38 |
| SEIC Sei Investments Company | Reduce -97.9% | 0.02% | −1.09 |
| RSG Republic Services Inc. | Reduce -20.3% | 1.66% | −0.46 |
| CHKP Check Point Software Tech | Sold out | 0.00% | −0.21 |
| WCN Waste Connections Inc. | Reduce -2.0% | 2.32% | −0.12 |
| BDX Becton Dickinson and Co. | Reduce -1.4% | 3.44% | −0.11 |
| VRSK Verisk Analytics Inc. | Reduce -0.8% | 1.67% | −0.11 |
| FIVE Five Below | Sold out | 0.00% | −0.10 |
| HSIC Henry Schein Inc. | Reduce -47.8% | 0.08% | −0.06 |
| COST Costco Wholesale Corp. | Reduce -2.9% | 1.76% | −0.06 |
| ISRG Intuitive Surgical Inc. | Reduce -17.9% | 0.18% | −0.03 |
| DG Dollar General Corp. | Sold out | 0.00% | −0.01 |
| CARE Carter Bankshares Inc. | Sold out | 0.00% | −0.01 |
| BBWI Bath & Body Works Inc. | Sold out | 0.00% | −0.01 |
| AME Ametek Inc. | Sold out | 0.00% | −0.01 |
| ET Energy Transfer LP | Reduce -20.3% | 0.01% | −0.00 |
| RY Royal Bank of Canada | Reduce -14.8% | 0.03% | −0.00 |
| NVEE NV5 Global Inc. | Reduce -3.1% | 0.01% | −0.00 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.4% | 0.02% | −0.00 |
| KO The Coca-Cola Co. | Reduce -9.1% | 0.03% | −0.00 |
| ABBV Abbvie Inc. | Reduce -9.0% | 0.07% | −0.00 |
| EXLS Exlservice Holdings Inc. | Reduce -4.8% | 0.01% | +0.00 |
| ORLY O'reilly Automotive Inc. | Reduce -2.2% | 0.29% | +0.00 |
| TYL Tyler Technologies Inc. | Reduce -2.8% | 0.16% | +0.01 |
| FISV Fiserv Inc. | Reduce -1.7% | 0.27% | +0.03 |
| BF.B Brown-Forman Corp. Class B | Reduce -5.6% | 2.01% | +0.05 |
| CMCSA Comcast Corp. Class A | Reduce -0.0% | 3.62% | +0.05 |
| SJM The JM Smucker Co. | Reduce -3.1% | 3.06% | +0.07 |
| ADP Automatic Data Processing | Reduce -2.8% | 1.76% | +0.12 |
| TRNO Terreno Realty Corp. | Reduce -1.3% | 2.60% | +0.15 |
| MA Mastercard Inc. Class A | Reduce -1.4% | 3.20% | +0.15 |
| JNJ Johnson & Johnson | Reduce -0.1% | 3.10% | +0.16 |
| ABT Abbott Laboratories | Reduce -0.4% | 4.29% | +0.17 |
| BRO Brown & Brown Inc. | Reduce -2.0% | 2.66% | +0.20 |
| FDS Factset Research Systems Inc. | Reduce -1.3% | 4.30% | +0.24 |
| ACN Accenture PLC Class A | Reduce -0.6% | 3.29% | +0.31 |
| ICE Intercontinental Exchange Inc. | Reduce -3.8% | 4.55% | +0.32 |
| BLK BlackRock Finance Inc. | Reduce -2.1% | 3.12% | +0.34 |
| NEE Nextera Energy Inc. | Reduce -1.5% | 4.24% | +0.45 |
| CBOE Cboe Global Markets Inc. | Reduce -3.0% | 6.29% | +0.64 |
| RMD Resmed Inc. | Reduce -0.9% | 4.59% | +0.78 |
Portfolio Buys Q2 2024 → Q3 2024
| G Genpact Ltd. | New | 0.65% | +0.65 |
| SYK Stryker Corp. | Add +8.2% | 3.64% | +0.31 |
| STE Steris Ltd. | Add +0.7% | 3.36% | +0.19 |
| PG The Procter & Gamble Co. | Add +781.3% | 0.12% | +0.11 |
| JKHY Jack Henry & Associates Inc. | Add +0.4% | 3.38% | +0.05 |
| TFC Truist Financial Corp. | Add +202.7% | 0.06% | +0.04 |
| EXPD Expeditors Intl Wash Inc. | Add +1.5% | 1.80% | +0.03 |
| BERKSHIRE HATHAWAY INC | New | 0.02% | +0.02 |
| HD Home Depot Inc. | Add +79.5% | 0.04% | +0.02 |
| AAPL Apple Inc. | Add +31.6% | 0.07% | +0.02 |
| WMT Walmart Inc. | Add +22.8% | 0.05% | +0.01 |
| AMGN Amgen Inc. | Add +107.4% | 0.02% | +0.01 |
| CVX Chevron Corp. | New | 0.01% | +0.01 |
| VZ Verizon Communications Inc. | New | 0.01% | +0.01 |
| XOM Exxon Mobil Corp. | New | 0.01% | +0.01 |
| LMT Lockheed Martin Corp. | New | 0.01% | +0.01 |
| WISCONSIN ENERGY CORP | New | 0.01% | +0.01 |
| MCD McDonald's Corp. | New | 0.01% | +0.01 |
| ETN Eaton Corp. PLC | New | 0.01% | +0.01 |
| CTVA Corteva Inc. | New | 0.01% | +0.01 |
| AKAM Akamai Technologies Inc. | Add +0.8% | 0.11% | +0.01 |
| GGG Graco Inc. | New | 0.01% | +0.01 |
| CTAS Cintas Corp. | New | 0.01% | +0.01 |
| CHD Church & Dwight Co. Inc. | Add +4.3% | 1.97% | +0.01 |
| BX Blackstone Inc. | Add +12.4% | 0.03% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +1.4% | 0.03% | +0.00 |
| GOOG Google LLC Class C | Add +49.7% | 0.01% | +0.00 |
| GOOGLE LLC-CL A | Add +32.6% | 0.01% | +0.00 |
| MRK Merck & Co. Inc. | Add +32.0% | 0.01% | +0.00 |
| ITW Illinois Tool Works | Add +10.6% | 0.01% | +0.00 |
| JPM JPMorgan Chase & Co. | Add +7.8% | 0.02% | +0.00 |
| PM Philip Morris International | Add +1.3% | 0.01% | +0.00 |
| TJX TJX Companies Inc. | Add +2.8% | 0.03% | +0.00 |
| DD Dupont DE Nemours Inc. | Add +1.7% | 0.01% | +0.00 |
| INTU Intuit Inc. | Add +20.8% | 0.01% | +0.00 |
| MO Altria Group Inc. | Add +0.1% | 0.01% | +0.00 |
| ROP Roper Technologies Inc. | Add +6.4% | 1.34% | +0.00 |
| ECL Ecolab Inc. | Add +2.2% | 0.01% | +0.00 |
| PEP Pepsico Inc. | Add +4.9% | 0.01% | +0.00 |
| AMZN Amazon.com Inc. | Add +10.1% | 0.02% | +0.00 |
| ALPHA NATURAL RSRCS ESC | New | 0.00% | 0.00 |
| UPS United Parcel Service Class B | Add +5.5% | 0.01% | 0.00 |
| MCK McKesson Corp. | Add +3.2% | 0.01% | −0.00 |
| ANSS Ansys Inc. | Add +3.4% | 0.14% | −0.00 |
| V Visa Inc. Class A | Add +0.1% | 4.40% | −0.00 |
| QLYS Qualys Inc. | Add +1.0% | 0.16% | −0.02 |
| WTRG Essential Utilities Inc. | Add +0.5% | 2.97% | −0.03 |
| MSFT Microsoft Corp. | Add +2.6% | 3.28% | −0.21 |
| APH Amphenol Corp. Class A | Add +0.7% | 2.93% | −0.23 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 68 | $1.5B | APH, NEE, ICE, TRNO, MSFT |
| Q1 2026 | 83 | $2.0B | ICE, NEE, RMD, G, JKHY |
| Q4 2025 | 83 | $2.7B | V, ICE, G, APH, ABT |
| Q3 2025 | 80 | $2.9B | APH, V, ICE, RMD, ABT |
| Q2 2025 | 69 | $2.9B | V, ICE, ABT, RMD, APH |
| Q1 2025 | 70 | $2.9B | CBOE, V, ICE, ABT, JKHY |
| Q4 2024 | 84 | $2.6B | CBOE, V, ICE, FDS, RMD |
| Q3 2024 | 87 | $2.6B | CBOE, RMD, ICE, V, FDS |
| Q2 2024 | 81 | $2.5B | CBOE, V, ICE, ABT, FDS |
| Q1 2024 | 88 | $2.6B | CBOE, V, FDS, ABT, ICE |