Tandem Investment Advisors, Inc.
•CIK: 1694284•Filing: Q4 2025
**Tandem Investment Advisors, Inc.** manages $2.7B across a diversified portfolio of 82 positions. The firm maintains significant exposure to key sectors, highlighted by top holdings including V ($146.3M) and ICE ($132.0M). Further concentration is evident in G ($132.0M), APH ($128.0M), and ABT ($124.4M). This allocation suggests a focused, large-cap approach across varied market segments.
Total AUM
$2.7B
QoQ Performance
-8.3%
Positions
82
Top 10 Concentration
46.1%
Latest Filing
Q4 2025
Top Holdings Allocation
V
V5.4%
ICE4.9%
GENPACT4.9%
APH4.8%
ABT4.6%
RME4.5%
JKHY4.4%
MA4.2%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other66.3%
Technology11.6%
Financial9.7%
Healthcare6.8%
Utilities3.9%
Consumer1.7%
Consumer Staples0.0%
ETF0.0%
🚪 Exited Positionssold since Q3 2025
—
DU PONT E I DE NEMOURS
SOLD
$275.0K
+2 more exited positions
Changes from Q3 2025
NEW9 new positions
↑19 increased
↓52 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023