Tandem Investment Advisors, Inc.
CIK: 0001694284SEC EDGAR →
Portfolio Value
$2.7B
Holdings
83
As of
Q4 2025
New Positions
83
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | VISA INC CL A | 417,098 | $146.3M | 5.45% |
| 2 | INTERCONTINENTAL EXCHANGE INC | 815,120 | $132.0M | 4.92% |
| 3 | GENPACT LIMITED SHS | 2,821,933 | $132.0M | 4.92% |
| 4 | AMPHENOL CORP NEW CL A | 947,488 | $128.0M | 4.77% |
| 5 | ABBOTT LABORATORIES | 992,844 | $124.4M | 4.63% |
| 6 | RESMED INC COM | 500,145 | $120.5M | 4.49% |
| 7 | HENRY JACK & ASSOC INC COM | 649,796 | $118.6M | 4.42% |
| 8 | MASTERCARD INC CL A | 197,762 | $112.9M | 4.20% |
| 9 | STERIS PLC SHS USD | 444,021 | $112.6M | 4.19% |
| 10 | MICROSOFT CORP COM | 226,811 | $109.7M | 4.08% |
Quarterly Changes
New Positions (83)
$146.3M · 417K shares
$132.0M · 815K shares
$132.0M · 2.8M shares
$128.0M · 947K shares
$124.4M · 993K shares
$120.5M · 500K shares
$118.6M · 650K shares
$112.9M · 198K shares
$112.6M · 444K shares
$109.7M · 227K shares
$104.3M · 1.3M shares
$103.2M · 385K shares
$103.0M · 1.3M shares
$98.5M · 221K shares
$95.4M · 271K shares
$92.2M · 139K shares
$89.1M · 708K shares
$84.9M · 330K shares
TERRENO RLTY CORP COM
$80.5M · 1.4M shares
$74.1M · 69K shares
$66.9M · 798K shares
$63.6M · 363K shares
$55.6M · 269K shares
$50.7M · 239K shares
$48.9M · 328K shares
$47.9M · 247K shares
$43.8M · 51K shares
$37.6M · 168K shares
$33.8M · 152K shares
$8.0M · 14K shares
$7.7M · 11K shares
$6.1M · 11K shares
$6.0M · 45K shares
$4.9M · 11K shares
$4.8M · 14K shares
$4.7M · 52K shares
$3.6M · 45K shares
$3.1M · 74K shares
$2.7M · 31K shares
$2.6M · 6K shares
$2.1M · 8K shares
$1.9M · 8K shares
$965K · 9K shares
$952K · 4K shares
$856K · 6K shares
$648K · 4K shares
$632K · 928 shares
$623K · 9K shares
$613K · 2K shares
$546K · 4K shares
$545K · 3K shares
$486K · 12K shares
$484K · 844 shares
$483K · 3K shares
$442K · 1K shares
$425K · 1K shares
$392K · 2K shares
$390K · 3K shares
$383K · 1K shares
$372K · 1K shares
$369K · 1K shares
$364K · 3K shares
$359K · 919 shares
$346K · 6K shares
$345K · 1K shares
$325K · 1K shares
$321K · 3K shares
$319K · 947 shares
$273K · 859 shares
WISCONSIN ENERGY CORP COM
$267K · 3K shares
$266K · 3K shares
$251K · 1K shares
BERKSHIRE HATHAWAY B
$251K · 501 shares
$239K · 4K shares
$236K · 937 shares
$224K · 392 shares
$220K · 219 shares
$215K · 2K shares
$213K · 7K shares
$210K · 1K shares
$203K · 1K shares
$201K · 6K shares
$0 · 11K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 18 | $747.2M | 27.8% |
| Healthcare | 14 | $549.7M | 20.5% |
| Financial Services | 14 | $499.9M | 18.6% |
| Industrials | 11 | $385.8M | 14.4% |
| Unknown | 7 | $276.3M | 10.3% |
| Consumer Defensive | 6 | $113.0M | 4.2% |
| Utilities | 2 | $104.6M | 3.9% |
| Consumer Cyclical | 6 | $7.0M | 0.3% |
| Communication Services | 3 | $1.2M | 0.0% |
| Energy | 1 | $390K | 0.0% |
| Basic Materials | 1 | $239K | 0.0% |