Tandem Investment Advisors, Inc. Portfolio Holdings
Q3 2025•80 long positions•$2.9B portfolio value
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Holding82 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Hardware, Equipment & Parts Technology | $154.7M 5.28% | -$5.6M Sold | 0.102% 1.3M shares | 1.3M → 1.3M −$5.6M | -3.5% | $151.09B Large Cap | Q2 2022 Held for 3y 5m | |
Financial - Credit Services Financial Services | $148.8M 5.08% | +$1.6M Bought | 0.022% 435.9K shares | 431.1K → 435.9K +$1.6M | +1.11% | $662.60B Mega Cap | Q3 2020 Held for 5y 2m | |
Financial - Data & Stock Exchanges Financial Services | $142.8M 4.87% | +$6.6M Bought | 0.148% 847.5K shares | 808.3K → 847.5K +$6.6M | +4.85% | $96.4B Large Cap | Q4 2016 Held for 8y 11m | |
Medical - Instruments & Supplies Healthcare | $138.3M 4.72% | +$2.0M Bought | 0.345% 505.2K shares | 497.9K → 505.2K +$2.0M | +1.47% | $40.1B Large Cap | Q4 2016 Held for 8y 11m | |
Medical - Devices Healthcare | $133.0M 4.54% | -$13.8K Sold | 0.057% 992.7K shares | 992.8K → 992.7K −$13.8K | -0.01% | $233.12B Mega Cap | Q4 2016 Held for 8y 11m | |
Insurance - Brokers Financial Services | $129.9M 4.44% | +$53.4M Bought | 0.42% 1.4M shares | 816.2K → 1.4M +$53.4M | +69.72% | $30.9B Large Cap | Q4 2016 Held for 8y 11m | |
Software - Infrastructure Technology | $124.0M 4.23% | -$1.9M Sold | 0.003% 239.3K shares | 243.0K → 239.3K −$1.9M | -1.51% | $3.85T Mega Cap | Q4 2016 Held for 8y 11m | |
Information Technology Services Technology | $123.0M 4.2% | +$14.7M Bought | 1.68% 2.9M shares | 2.6M → 2.9M +$14.7M | +13.62% | $7.3B Mid Cap | Q3 2024 Held for 1y 2m | |
Financial - Credit Services Financial Services | $116.8M 3.99% | +$1.1M Bought | 0.023% 205.4K shares | 203.4K → 205.4K +$1.1M | +0.96% | $514.21B Mega Cap | Q2 2022 Held for 3y 5m | |
Drug Manufacturers - Specialty & Generic Healthcare | $115.6M 3.95% | -$120.9K Sold | 0.178% 790.2K shares | 791.1K → 790.2K −$120.9K | -0.1% | $64.8B Large Cap | Q4 2024 Held for 11 months | |
Medical - Devices Healthcare | $114.6M 3.91% | +$1.3M Bought | 0.47% 463.1K shares | 457.9K → 463.1K +$1.3M | +1.13% | $24.4B Large Cap | Q3 2022 Held for 3y 2m | |
Industrial - Machinery Industrials | $109.8M 3.75% | +$60.6M Bought | 0.205% 220.3K shares | 98.7K → 220.3K +$60.6M | +123.06% | $53.7B Large Cap | Q2 2022 Held for 3y 5m | |
Regulated Electric Utilities | $105.0M 3.58% | -$2.0M Sold | 0.068% 1.4M shares | 1.4M → 1.4M −$2.0M | -1.91% | $155.46B Large Cap | Q4 2016 Held for 8y 11m | |
Medical - Devices Healthcare | $103.7M 3.54% | +$2.7M Bought | 0.073% 280.4K shares | 273.0K → 280.4K +$2.7M | +2.72% | $141.33B Large Cap | Q4 2016 Held for 8y 11m | |
Information Technology Services Technology | $101.9M 3.48% | +$7.9M Bought | 0.066% 413.2K shares | 381.2K → 413.2K +$7.9M | +8.4% | $153.39B Large Cap | Q4 2016 Held for 8y 11m | |
Information Technology Services Technology | $100.5M 3.43% | +$243.4K Bought | 0.926% 675.1K shares | 673.5K → 675.1K +$243.4K | +0.24% | $10.9B Large Cap | Q4 2021 Held for 3y 11m | |
Staffing & Employment Services Industrials | $90.8M 3.1% | +$21.8M Bought | 0.076% 309.5K shares | 235.2K → 309.5K +$21.8M | +31.59% | $118.89B Large Cap | Q1 2020 Held for 5y 8m | |
Asset Management Financial Services | $83.2M 2.84% | -$2.7M Sold | 0.046% 71.4K shares | 73.7K → 71.4K −$2.7M | -3.14% | $180.54B Large Cap | Q1 2020 Held for 5y 8m | |
REIT - Industrial Real Estate | $80.5M 2.75% | +$568.9K Bought | 1.37% 1.4M shares | 1.4M → 1.4M +$568.9K | +0.71% | $5.9B Mid Cap | Q4 2022 Held for 2y 11m | |
Telecommunications Services Communication Services | $74.7M 2.55% | -$265.1K Sold | 0.064% 2.4M shares | 2.4M → 2.4M −$265.1K | -0.35% | $116.01B Large Cap | Q4 2018 Held for 6y 11m | |
Waste Management Industrials | $66.7M 2.28% | +$780.9K Bought | 0.148% 379.3K shares | 374.9K → 379.3K +$780.9K | +1.18% | $45.2B Large Cap | Q4 2016 Held for 8y 11m | |
Household & Personal Products Consumer Defensive | $62.6M 2.14% | +$326.0K Bought | 0.293% 714.9K shares | 711.2K → 714.9K +$326.0K | +0.52% | $21.3B Large Cap | Q2 2022 Held for 3y 5m | |
Software - Application Technology | $58.7M 2.0% | +$58.7M Bought | 0.031% 85.9K shares | — | — | $190.40B Large Cap | Q3 2025 Held for 2 months | |
Waste Management Industrials | $55.5M 1.9% | +$5.0M Bought | 0.077% 241.9K shares | 220.2K → 241.9K +$5.0M | +9.84% | $71.6B Large Cap | Q4 2016 Held for 8y 11m | |
Drug Manufacturers - General Healthcare | $52.3M 1.78% | -$1.4M Sold | 0.012% 281.9K shares | 289.7K → 281.9K −$1.4M | -2.68% | $446.55B Mega Cap | Q2 2017 Held for 8y 5m | |
Medical - Instruments & Supplies Healthcare | $50.5M 1.72% | -$959.8K Sold | 0.094% 269.9K shares | 275.0K → 269.9K −$959.8K | -1.86% | $53.6B Large Cap | Q4 2016 Held for 8y 11m | |
Discount Stores Consumer Defensive | $48.7M 1.66% | +$9.0M Bought | 0.012% 52.7K shares | 42.9K → 52.7K +$9.0M | +22.7% | $410.27B Mega Cap | Q4 2016 Held for 8y 11m | |
Consulting Services Industrials | $44.7M 1.53% | +$2.9M Bought | 0.127% 177.9K shares | 166.3K → 177.9K +$2.9M | +6.94% | $35.1B Large Cap | Q2 2017 Held for 8y 5m | |
Integrated Freight & Logistics Industrials | $42.8M 1.46% | -$1.5M Sold | 0.257% 349.3K shares | 361.2K → 349.3K −$1.5M | -3.3% | $16.6B Large Cap | Q4 2016 Held for 8y 11m | |
Financial - Data & Stock Exchanges Financial Services | $41.9M 1.43% | -$15.7M Sold | 0.387% 146.1K shares | 201.1K → 146.1K −$15.7M | -27.33% | $10.8B Large Cap | Q2 2017 Held for 8y 5m | |
Regulated Water Utilities | $37.9M 1.29% | -$44.7M Sold | 0.338% 948.9K shares | 2.1M → 948.9K −$44.7M | -54.16% | $11.2B Large Cap | Q1 2020 Held for 5y 8m | |
Medical - Diagnostics & Research Healthcare | $7.6M 0.258% | -$91.5K Sold | 0.052% 14.7K shares | 14.9K → 14.7K −$91.5K | -1.2% | $14.4B Large Cap | Q1 2025 Held for 8 months | |
Medical - Diagnostics & Research Healthcare | $7.5M 0.256% | -$3.2K Sold | 0.015% 11.7K shares | 11.7K → 11.7K −$3.2K | -0.04% | $51.1B Large Cap | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $6.7M 0.228% | -$180.2K Sold | 0.007% 61.9K shares | 63.6K → 61.9K −$180.2K | -2.63% | $91.5B Large Cap | Q4 2016 Held for 8y 11m | |
Software - Infrastructure Technology | $5.6M 0.191% | +$101.1K Bought | 0.117% 42.3K shares | 41.6K → 42.3K +$101.1K | +1.84% | $4.8B Mid Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $5.0M 0.17% | +$886.1K Bought | 0.003% 14.1K shares | 11.6K → 14.1K +$886.1K | +21.69% | $147.66B Large Cap | Q1 2025 Held for 8 months | |
Software - Application Technology | $4.8M 0.165% | +$245.9K Bought | 0.021% 9.2K shares | 8.8K → 9.2K +$245.9K | +5.37% | $22.6B Large Cap | Q4 2018 Held for 6y 11m | |
Medical - Instruments & Supplies Healthcare | $4.1M 0.141% | +$177.1K Bought | 0.003% 9.2K shares | 8.8K → 9.2K +$177.1K | +4.49% | $160.32B Large Cap | Q2 2022 Held for 3y 5m | |
Financial - Data & Stock Exchanges Financial Services | $3.3M 0.112% | -$353.2K Sold | 0.013% 13.4K shares | 14.8K → 13.4K −$353.2K | -9.71% | $25.7B Large Cap | Q1 2020 Held for 5y 8m | |
Information Technology Services Technology | $3.2M 0.108% | +$2.7M Bought | 0.045% 72.0K shares | 10.2K → 72.0K +$2.7M | +602.09% | $7.1B Mid Cap | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $2.9M 0.1% | +$2.9M New | 0.003% 5.9K shares | 0 → 5.9K +$2.9M | New | $91.6B Large Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $2.8M 0.096% | +$2.8M New | 0.004% 33.3K shares | 0 → 33.3K +$2.8M | New | $64.4B Large Cap | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $2.3M 0.078% | +$30.8K Bought | 0.021% 30.3K shares | 29.9K → 30.3K +$30.8K | +1.36% | $10.9B Large Cap | Q2 2022 Held for 3y 5m | |
Drug Manufacturers - General Healthcare | $2.2M 0.074% | -$40.1K Sold | 0.001% 9.3K shares | 9.5K → 9.3K −$40.1K | -1.82% | $409.03B Mega Cap | Q4 2016 Held for 8y 11m | |
Household & Personal Products Consumer Defensive | $1.8M 0.062% | +$156.7K Bought | 0.001% 11.8K shares | 10.8K → 11.8K +$156.7K | +9.43% | $359.62B Mega Cap | Q4 2018 Held for 6y 11m | |
Consumer Electronics Technology | $1.5M 0.051% | -$175.7K Sold | 0.0% 5.8K shares | 6.5K → 5.8K −$175.7K | -10.61% | $3.78T Mega Cap | Q2 2017 Held for 8y 5m | |
Discount Stores Consumer Defensive | $1.2M 0.042% | +$112.0K Bought | 0.0% 12.0K shares | 10.9K → 12.0K +$112.0K | +9.93% | $821.68B Mega Cap | Q1 2019 Held for 6y 8m | |
Home Improvement Consumer Cyclical | $880.1K 0.03% | -$36.1K Sold | 0.0% 2.2K shares | 2.3K → 2.2K −$36.1K | -3.94% | $403.32B Mega Cap | Q4 2018 Held for 6y 11m | |
Apparel - Retail Consumer Cyclical | $834.9K 0.029% | +$5.5K Bought | 0.001% 5.8K shares | 5.7K → 5.8K +$5.5K | +0.66% | $160.86B Large Cap | Q4 2016 Held for 8y 11m | |
Beverages - Non-Alcoholic Consumer Defensive | $716.3K 0.024% | +$195.9K Bought | 0.0% 10.8K shares | 7.8K → 10.8K +$195.9K | +37.64% | $285.42B Mega Cap | Q2 2021 Held for 4y 5m |
