Tandem Investment Advisors, Inc.

Q3 2025 13F-HR Holdings

Location
Charleston, SC
Holdings as of
9/30/2025
Date filed
11/3/2025
Form type
13F-HR
Num holdings
80
Total value ($000)
$2,929,318
Net value change ($000)
+73,570 (2.6%)
New positions
13
Sold out positions
2
Turnover %
3.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2025 Next filing: 2/9/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
INTU 58,679 NEW
ROP 53,871 96.2%
BRO 39,429 43.6%
APH 26,778 20.9%
ADP 18,302 25.2%
RMD 9,835 7.7%
G 9,261 8.1%
JNJ 8,024 18.1%
NEE 6,558 6.7%
COST 6,258 14.7%
Top Reduces (Value $000, Stocks/ETFs)
FDS -48,081 -53.5%
WTRG -39,026 -50.8%
SJM -27,682 -100.0%
JKHY -20,797 -17.1%
ACN -12,033 -10.6%
CMCSA -10,453 -12.3%
ZTS -7,739 -6.3%
VRSK -7,076 -13.7%
AKX -6,231 -100.0%
CHD -5,705 -8.3%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type