Tandem Investment Advisors, Inc.

Long Only Manager

Tandem Investment Advisors, Inc. is a Long Only Manager based in Charleston, SC led by John Brian Carew, reporting $3.4B in AUM as of Q3 2025 with APH as the largest holding (5% allocation).

CEOJohn Brian Carew

Portfolio Value: $2.9B
Positions: 80
Top Holding: APH at 5.28%
Last Reported: Q3 2025

Address145 King Street, Suite 400, Charleston, SC, 29401-2229, United States

Top Holdings

Largest long holdings in Tandem Investment Advisors, Inc.'s portfolio (45.3% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Amphenol APH	Hardware, Equipment & Parts Technology	$154.7M	5.28%	-$5.6M Sold	0.10% 1.3M shares	Q2 2022 Held for 3y 5m
2 Visa V	Financial - Credit Services Financial Services	$148.8M	5.08%	+$1.6M Bought	0.02% 435.9K shares	Q3 2020 Held for 5y 2m
3 Intercontinental Exchange ICE	Financial - Data & Stock Exchanges Financial Services	$142.8M	4.87%	+$6.6M Bought	0.15% 847.5K shares	Q4 2016 Held for 8y 11m
4 ResMed RMD	Medical - Instruments & Supplies Healthcare	$138.3M	4.72%	+$2.0M Bought	0.35% 505.2K shares	Q4 2016 Held for 8y 11m
5 Abbott ABT	Medical - Devices Healthcare	$133.0M	4.54%	-$13.8K Sold	0.06% 992.7K shares	Q4 2016 Held for 8y 11m
6 Brown & Brown BRO	Insurance - Brokers Financial Services	$129.9M	4.44%	+$53.4M Bought	0.42% 1.4M shares	Q4 2016 Held for 8y 11m
7 Microsoft MSFT	Software - Infrastructure Technology	$124.0M	4.23%	-$1.9M Sold	0.00% 239.3K shares	Q4 2016 Held for 8y 11m
8 Genpact G	Information Technology Services Technology	$123.0M	4.20%	+$14.7M Bought	1.68% 2.9M shares	Q3 2024 Held for 1y 2m
9 Mastercard MA	Financial - Credit Services Financial Services	$116.8M	3.99%	+$1.1M Bought	0.02% 205.4K shares	Q2 2022 Held for 3y 5m
10 Zoetis ZTS	Drug Manufacturers - Specialty & Generic Healthcare	$115.6M	3.95%	-$120.9K Sold	0.18% 790.2K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Tandem Investment Advisors, Inc.'s latest filing

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Market Value

$2.9B

Prior: $2.9B

Q/Q Change

+2.58%

+$73.6M

Net Flows % of MV

+3.18%

Turnover Ratio

6.44%

New Purchases

7 stocks

$7.5M

Added To

40 stocks

+$197.8M

Sold Out Of

2 stocks

$33.9M

Reduced Holdings

23 stocks

-$78.2M

Increased Positions

Position	Shares Δ	Change
1 Synopsys SNPS	New	0 → 5.9K +$2.9M
2 Fortinet FTNT	New	0 → 33.3K +$2.8M
3 MSCI MSCI	New	0 → 894.0 +$507.3K
4 General Electric GE	New	0 → 1.4K +$423.9K
5 Kinsale Capital Group KNSL	New	0 → 801.0 +$340.6K

Decreased Positions

Position	Shares Δ	Change
1 The J.M. Smucker Company SJM	Sold	281.9K → 0 −$27.7M
2 Ansys ANSS	Sold	17.7K → 0 −$6.2M
3 Essential Utilities WTRG	-54.16%	2.1M → 948.9K −$44.7M
4 FactSet Research Systems FDS	-27.33%	201.1K → 146.1K −$15.7M
5 Royal Bank of Canada RY	-22.25%	5.2K → 4.0K −$170.6K