Filed: 7/31/2025ACC: 0001694284-25-000010
📋 What this filing means
TANDEM INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $2.86M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$2.86M
Total AUM (reported)
21.41M
Total Shares
Allocation by class
COM$2.86M100.0%
Portfolio Concentration
Top 3$436.4K15.3%
4–10$850.2K29.8%
11–25$1.25M43.8%
Rest$319.0K11.2%
Top 3 weight
15.3%
Top 10 weight
45.1%
Voting Authority Distribution
Total shares with voting rights: 21.41M
Sole
Full voting authority
21.21M
shares
% of voting shares99.1%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
198.45K
shares
% of voting shares0.9%
Investment Discretion (by position count)
Sole69
Shared0
Other0
Dominant voting typeSole · 99.1% of voting shares
Institutional Holdings69
Rows:
VISA INC CL A
SOLEShares431.13K
TypeSH
Market value$153.1K
5.36%
Sole
427.13K
Shared
0.00
None
4K
INTERCONTINENTAL EXCHANGE INC
SOLEShares808.28K
TypeSH
Market value$148.3K
5.19%
Sole
800.48K
Shared
0.00
None
7.80K
ABBOTT LABORATORIES
SOLEShares992.76K
TypeSH
Market value$135.0K
4.73%
Sole
983.36K
Shared
0.00
None
9.40K
RESMED INC COM
SOLEShares497.90K
TypeSH
Market value$128.5K
4.50%
Sole
493.10K
Shared
0.00
None
4.80K
AMPHENOL CORP NEW CL A
SOLEShares1.30M
TypeSH
Market value$127.9K
4.48%
Sole
1.28M
Shared
0.00
None
12.80K
ZOETIS INC CL A
SOLEShares791.07K
TypeSH
Market value$123.4K
4.32%
Sole
783.47K
Shared
0.00
None
7.60K
HENRY JACK & ASSOC INC COM
SOLEShares673.51K
TypeSH
Market value$121.3K
4.25%
Sole
667.21K
Shared
0.00
None
6.30K
MICROSOFT CORP COM
SOLEShares243.01K
TypeSH
Market value$120.9K
4.23%
Sole
240.81K
Shared
0.00
None
2.20K
MASTERCARD INC CL A
SOLEShares203.42K
TypeSH
Market value$114.3K
4.00%
Sole
201.52K
Shared
0.00
None
1.90K
ACCENTURE PLC IRELAND SHS CLAS
SOLEShares381.17K
TypeSH
Market value$113.9K
3.99%
Sole
377.57K
Shared
0.00
None
3.60K
GENPACT LIMITED SHS
SOLEShares2.58M
TypeSH
Market value$113.7K
3.98%
Sole
2.56M
Shared
0.00
None
24.50K
STERIS PLC SHS USD
SOLEShares457.91K
TypeSH
Market value$110.0K
3.85%
Sole
453.61K
Shared
0.00
None
4.30K
STRYKER CORP COM
SOLEShares273.02K
TypeSH
Market value$108.0K
3.78%
Sole
270.42K
Shared
0.00
None
2.60K
NEXTERA ENERGY INC COM
SOLEShares1.42M
TypeSH
Market value$98.4K
3.45%
Sole
1.40M
Shared
0.00
None
13K
BROWN & BROWN INC
SOLEShares816.18K
TypeSH
Market value$90.5K
3.17%
Sole
808.78K
Shared
0.00
None
7.40K
FACTSET RESH SYS INC COM
SOLEShares201.09K
TypeSH
Market value$89.9K
3.15%
Sole
199.19K
Shared
0.00
None
1.90K
COMCAST CORP NEW CL A
SOLEShares2.39M
TypeSH
Market value$85.2K
2.98%
Sole
2.36M
Shared
0.00
None
21.90K
TERRENO RLTY CORP COM
SOLEShares1.41M
TypeSH
Market value$79.0K
2.77%
Sole
1.40M
Shared
0.00
None
13.30K
BLACKROCK INC COM
SOLEShares73.72K
TypeSH
Market value$77.3K
2.71%
Sole
73.07K
Shared
0.00
None
650.00
ESSENTIAL UTILS INC COM
SOLEShares2.07M
TypeSH
Market value$76.9K
2.69%
Sole
2.05M
Shared
0.00
None
18.80K
AUTOMATIC DATA PROCESSING
SOLEShares235.24K
TypeSH
Market value$72.5K
2.54%
Sole
233.13K
Shared
0.00
None
2.10K
WASTE CONNECTIONS INC COM
SOLEShares374.89K
TypeSH
Market value$70.0K
2.45%
Sole
371.29K
Shared
0.00
None
3.60K
CHURCH & DWIGHT INC COM
SOLEShares711.18K
TypeSH
Market value$68.4K
2.39%
Sole
704.18K
Shared
0.00
None
7K
ROPER TECHNOLOGIES INC COM
SOLEShares98.75K
TypeSH
Market value$56.0K
1.96%
Sole
97.84K
Shared
0.00
None
900.00
REPUBLIC SVCS INC COM
SOLEShares220.24K
TypeSH
Market value$54.3K
1.90%
Sole
217.94K
Shared
0.00
None
2.30K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INC CL ASOLE | COM | 431.13K | SH | $153.1K 5.36% | 427.13K | 0.00 | 4K |
INTERCONTINENTAL EXCHANGE INCSOLE | COM | 808.28K | SH | $148.3K 5.19% | 800.48K | 0.00 | 7.80K |
ABBOTT LABORATORIESSOLE | COM | 992.76K | SH | $135.0K 4.73% | 983.36K | 0.00 | 9.40K |
RESMED INC COMSOLE | COM | 497.90K | SH | $128.5K 4.50% | 493.10K | 0.00 | 4.80K |
AMPHENOL CORP NEW CL ASOLE | COM | 1.30M | SH | $127.9K 4.48% | 1.28M | 0.00 | 12.80K |
ZOETIS INC CL ASOLE | COM | 791.07K | SH | $123.4K 4.32% | 783.47K | 0.00 | 7.60K |
HENRY JACK & ASSOC INC COMSOLE | COM | 673.51K | SH | $121.3K 4.25% | 667.21K | 0.00 | 6.30K |
MICROSOFT CORP COMSOLE | COM | 243.01K | SH | $120.9K 4.23% | 240.81K | 0.00 | 2.20K |
MASTERCARD INC CL ASOLE | COM | 203.42K | SH | $114.3K 4.00% | 201.52K | 0.00 | 1.90K |
ACCENTURE PLC IRELAND SHS CLASSOLE | COM | 381.17K | SH | $113.9K 3.99% | 377.57K | 0.00 | 3.60K |
GENPACT LIMITED SHSSOLE | COM | 2.58M | SH | $113.7K 3.98% | 2.56M | 0.00 | 24.50K |
STERIS PLC SHS USDSOLE | COM | 457.91K | SH | $110.0K 3.85% | 453.61K | 0.00 | 4.30K |
STRYKER CORP COMSOLE | COM | 273.02K | SH | $108.0K 3.78% | 270.42K | 0.00 | 2.60K |
NEXTERA ENERGY INC COMSOLE | COM | 1.42M | SH | $98.4K 3.45% | 1.40M | 0.00 | 13K |
BROWN & BROWN INCSOLE | COM | 816.18K | SH | $90.5K 3.17% | 808.78K | 0.00 | 7.40K |
FACTSET RESH SYS INC COMSOLE | COM | 201.09K | SH | $89.9K 3.15% | 199.19K | 0.00 | 1.90K |
COMCAST CORP NEW CL ASOLE | COM | 2.39M | SH | $85.2K 2.98% | 2.36M | 0.00 | 21.90K |
TERRENO RLTY CORP COMSOLE | COM | 1.41M | SH | $79.0K 2.77% | 1.40M | 0.00 | 13.30K |
BLACKROCK INC COMSOLE | COM | 73.72K | SH | $77.3K 2.71% | 73.07K | 0.00 | 650.00 |
ESSENTIAL UTILS INC COMSOLE | COM | 2.07M | SH | $76.9K 2.69% | 2.05M | 0.00 | 18.80K |
AUTOMATIC DATA PROCESSINGSOLE | COM | 235.24K | SH | $72.5K 2.54% | 233.13K | 0.00 | 2.10K |
WASTE CONNECTIONS INC COMSOLE | COM | 374.89K | SH | $70.0K 2.45% | 371.29K | 0.00 | 3.60K |
CHURCH & DWIGHT INC COMSOLE | COM | 711.18K | SH | $68.4K 2.39% | 704.18K | 0.00 | 7K |
ROPER TECHNOLOGIES INC COMSOLE | COM | 98.75K | SH | $56.0K 1.96% | 97.84K | 0.00 | 900.00 |
REPUBLIC SVCS INC COMSOLE | COM | 220.24K | SH | $54.3K 1.90% | 217.94K | 0.00 | 2.30K |
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