Tandem Investment Advisors, Inc.

Q4 2025 13F-HR Holdings

Location
Charleston, SC
Holdings as of
12/31/2025
Date filed
2/9/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$2,685,413
Net value change ($000)
-243,905 (-8.3%)
New positions
10
Sold out positions
7
Turnover %
5.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/3/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
BR 33,828 NEW
INTU 33,556 57.2%
JKHY 18,026 17.9%
G 9,013 7.3%
EXPD 6,096 14.2%
CHD 4,243 6.8%
JNJ 3,319 6.3%
ISRG 1,974 47.9%
ACN 1,330 1.3%
FTNT 795 28.4%
Top Reduces (Value $000, Stocks/ETFs)
CMCSA -74,700 -100.0%
FDS -41,492 -99.1%
WTRG -37,860 -100.0%
BRO -26,961 -20.8%
APH -26,657 -17.2%
ZTS -26,576 -23.0%
RMD -17,823 -12.9%
MSFT -14,271 -11.5%
ROP -11,372 -10.4%
ICE -10,773 -7.5%
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