Filed: 4/28/2025ACC: 0001694284-25-000004
📋 What this filing means
TANDEM INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 70 equity positions with a total reported market value of $2.87M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
70
Positions
$2.87M
Total AUM (reported)
21.05M
Total Shares
Allocation by class
COM$2.87M100.0%
Portfolio Concentration
Top 3$460.8K16.1%
4–10$797.8K27.8%
11–25$1.21M42.2%
Rest$399.2K13.9%
Top 3 weight
16.1%
Top 10 weight
43.9%
Voting Authority Distribution
Total shares with voting rights: 21.05M
Sole
Full voting authority
20.85M
shares
% of voting shares99.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
192.65K
shares
% of voting shares0.9%
Investment Discretion (by position count)
Sole70
Shared0
Other0
Dominant voting typeSole · 99.1% of voting shares
Institutional Holdings70
Rows:
CBOE HLDGS INC COM
SOLEShares814.46K
TypeSH
Market value$184.3K
6.43%
Sole
806.96K
Shared
0.00
None
7.50K
VISA INC CL A
SOLEShares400.81K
TypeSH
Market value$140.5K
4.90%
Sole
396.81K
Shared
0.00
None
4K
INTERCONTINENTAL EXCHANGE INC
SOLEShares788.50K
TypeSH
Market value$136.0K
4.75%
Sole
781K
Shared
0.00
None
7.50K
ABBOTT LABORATORIES
SOLEShares987.57K
TypeSH
Market value$131.0K
4.57%
Sole
978.47K
Shared
0.00
None
9.10K
HENRY JACK & ASSOC INC COM
SOLEShares649.24K
TypeSH
Market value$118.5K
4.14%
Sole
643.34K
Shared
0.00
None
5.90K
GENPACT LIMITED SHS
SOLEShares2.27M
TypeSH
Market value$114.4K
3.99%
Sole
2.25M
Shared
0.00
None
20.60K
FACTSET RESH SYS INC COM
SOLEShares250.42K
TypeSH
Market value$113.9K
3.97%
Sole
248.12K
Shared
0.00
None
2.30K
RESMED INC COM
SOLEShares504.98K
TypeSH
Market value$113.0K
3.94%
Sole
500.28K
Shared
0.00
None
4.70K
AMPHENOL CORP NEW CL A
SOLEShares1.60M
TypeSH
Market value$104.8K
3.65%
Sole
1.58M
Shared
0.00
None
15.10K
STERIS PLC SHS USD
SOLEShares450.88K
TypeSH
Market value$102.2K
3.57%
Sole
446.57K
Shared
0.00
None
4.30K
STRYKER CORP COM
SOLEShares272.87K
TypeSH
Market value$101.6K
3.54%
Sole
270.27K
Shared
0.00
None
2.60K
NEXTERA ENERGY INC COM
SOLEShares1.37M
TypeSH
Market value$97.4K
3.40%
Sole
1.36M
Shared
0.00
None
12.30K
MASTERCARD INC CL A
SOLEShares175.76K
TypeSH
Market value$96.3K
3.36%
Sole
174.16K
Shared
0.00
None
1.60K
BROWN & BROWN INC
SOLEShares764.71K
TypeSH
Market value$95.1K
3.32%
Sole
757.31K
Shared
0.00
None
7.40K
MICROSOFT CORP COM
SOLEShares244.29K
TypeSH
Market value$91.7K
3.20%
Sole
242.09K
Shared
0.00
None
2.20K
ACCENTURE PLC IRELAND SHS CLAS
SOLEShares291.10K
TypeSH
Market value$90.8K
3.17%
Sole
288.40K
Shared
0.00
None
2.70K
COMCAST CORP NEW CL A
SOLEShares2.30M
TypeSH
Market value$84.7K
2.96%
Sole
2.28M
Shared
0.00
None
20.40K
BECTON DICKINSON & CO COM
SOLEShares364.71K
TypeSH
Market value$83.5K
2.91%
Sole
361.21K
Shared
0.00
None
3.50K
ESSENTIAL UTILS INC COM
SOLEShares2.05M
TypeSH
Market value$80.8K
2.82%
Sole
2.03M
Shared
0.00
None
18.80K
BLACKROCK INC COM
SOLEShares74.19K
TypeSH
Market value$70.2K
2.45%
Sole
73.54K
Shared
0.00
None
650.00
TERRENO RLTY CORP COM
SOLEShares1.10M
TypeSH
Market value$69.5K
2.42%
Sole
1.09M
Shared
0.00
None
10.40K
WASTE CONNECTIONS INC COM
SOLEShares354.75K
TypeSH
Market value$69.2K
2.42%
Sole
351.14K
Shared
0.00
None
3.60K
ZOETIS INC CL A
SOLEShares395.63K
TypeSH
Market value$65.1K
2.27%
Sole
392.03K
Shared
0.00
None
3.60K
ROPER TECHNOLOGIES INC COM
SOLEShares98.23K
TypeSH
Market value$57.9K
2.02%
Sole
97.33K
Shared
0.00
None
900.00
REPUBLIC SVCS INC COM
SOLEShares224.71K
TypeSH
Market value$54.4K
1.90%
Sole
222.41K
Shared
0.00
None
2.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CBOE HLDGS INC COMSOLE | COM | 814.46K | SH | $184.3K 6.43% | 806.96K | 0.00 | 7.50K |
VISA INC CL ASOLE | COM | 400.81K | SH | $140.5K 4.90% | 396.81K | 0.00 | 4K |
INTERCONTINENTAL EXCHANGE INCSOLE | COM | 788.50K | SH | $136.0K 4.75% | 781K | 0.00 | 7.50K |
ABBOTT LABORATORIESSOLE | COM | 987.57K | SH | $131.0K 4.57% | 978.47K | 0.00 | 9.10K |
HENRY JACK & ASSOC INC COMSOLE | COM | 649.24K | SH | $118.5K 4.14% | 643.34K | 0.00 | 5.90K |
GENPACT LIMITED SHSSOLE | COM | 2.27M | SH | $114.4K 3.99% | 2.25M | 0.00 | 20.60K |
FACTSET RESH SYS INC COMSOLE | COM | 250.42K | SH | $113.9K 3.97% | 248.12K | 0.00 | 2.30K |
RESMED INC COMSOLE | COM | 504.98K | SH | $113.0K 3.94% | 500.28K | 0.00 | 4.70K |
AMPHENOL CORP NEW CL ASOLE | COM | 1.60M | SH | $104.8K 3.65% | 1.58M | 0.00 | 15.10K |
STERIS PLC SHS USDSOLE | COM | 450.88K | SH | $102.2K 3.57% | 446.57K | 0.00 | 4.30K |
STRYKER CORP COMSOLE | COM | 272.87K | SH | $101.6K 3.54% | 270.27K | 0.00 | 2.60K |
NEXTERA ENERGY INC COMSOLE | COM | 1.37M | SH | $97.4K 3.40% | 1.36M | 0.00 | 12.30K |
MASTERCARD INC CL ASOLE | COM | 175.76K | SH | $96.3K 3.36% | 174.16K | 0.00 | 1.60K |
BROWN & BROWN INCSOLE | COM | 764.71K | SH | $95.1K 3.32% | 757.31K | 0.00 | 7.40K |
MICROSOFT CORP COMSOLE | COM | 244.29K | SH | $91.7K 3.20% | 242.09K | 0.00 | 2.20K |
ACCENTURE PLC IRELAND SHS CLASSOLE | COM | 291.10K | SH | $90.8K 3.17% | 288.40K | 0.00 | 2.70K |
COMCAST CORP NEW CL ASOLE | COM | 2.30M | SH | $84.7K 2.96% | 2.28M | 0.00 | 20.40K |
BECTON DICKINSON & CO COMSOLE | COM | 364.71K | SH | $83.5K 2.91% | 361.21K | 0.00 | 3.50K |
ESSENTIAL UTILS INC COMSOLE | COM | 2.05M | SH | $80.8K 2.82% | 2.03M | 0.00 | 18.80K |
BLACKROCK INC COMSOLE | COM | 74.19K | SH | $70.2K 2.45% | 73.54K | 0.00 | 650.00 |
TERRENO RLTY CORP COMSOLE | COM | 1.10M | SH | $69.5K 2.42% | 1.09M | 0.00 | 10.40K |
WASTE CONNECTIONS INC COMSOLE | COM | 354.75K | SH | $69.2K 2.42% | 351.14K | 0.00 | 3.60K |
ZOETIS INC CL ASOLE | COM | 395.63K | SH | $65.1K 2.27% | 392.03K | 0.00 | 3.60K |
ROPER TECHNOLOGIES INC COMSOLE | COM | 98.23K | SH | $57.9K 2.02% | 97.33K | 0.00 | 900.00 |
REPUBLIC SVCS INC COMSOLE | COM | 224.71K | SH | $54.4K 1.90% | 222.41K | 0.00 | 2.30K |
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