Tandem-Investment-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "AKAM",
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "QDEL",
  "BRO",
  "WTRG",
  "EXPD",
  "HD",
  "ISRG",
  "ICE",
  "META",
  null,
  null,
  "MA",
  "MSFT",
  "ORLY",
  "BX",
  "FAST",
  "ANSS",
  "UNH",
  "AAPL",
  "NVDA",
  "PG",
  "RY",
  "ROP",
  "RSG",
  "SYK",
  "TJX",
  null,
  "TFC",
  "TYL",
  "UPS",
  "RMD",
  "DD",
  "VRSK",
  null,
  "MEDP",
  "QLYS",
  "APH",
  "FI",
  "WCN",
  "IDXX",
  "FDS",
  "AMZN",
  "V",
  "WMT",
  null,
  "G",
  "EXLS",
  "JKHY",
  "SJM",
  "ADP",
  "BDX",
  "BLK",
  "CBOE",
  "CVX",
  "CHD",
  "KO",
  "CMCSA",
  "COST",
  "CTVA",
  "TRNO",
  "NEE",
  "JNJ",
  "PM",
  "MO",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-28
Total Holdings: 70
Total Value: 2865978
Accession Number: 0001694284-25-000004
Form Type: 13F-HR
CIK: tandem-investment-advisors
Manager Name: Tandem-Investment-Advisors

Data Enrichment

93% identified

65 identified5 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

70 positions • $2.9M total value

SEC FilingSEC DataHachi Filing

Manager:

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Terreno Realty Corp

TRNO|88146M101

Shares:1.1M

Value:$69.5M

% of Portfolio:2423.7% ($69.5M/$2.9M)

Waste Connections, Inc.

WCN|94106B101

Shares:354.7K

Value:$69.2M

% of Portfolio:2416.0% ($69.2M/$2.9M)

Zoetis Inc.

ZTS|98978V103

Shares:395.6K

Value:$65.1M

% of Portfolio:2272.9% ($65.1M/$2.9M)

ROPER TECHNOLOGIES INC

ROP|776696106

Shares:98.2K

Value:$57.9M

% of Portfolio:2020.7% ($57.9M/$2.9M)

REPUBLIC SERVICES, INC.

RSG|760759100

Shares:224.7K

Value:$54.4M

% of Portfolio:1898.7% ($54.4M/$2.9M)

CHURCH & DWIGHT CO INC /DE/

CHD|171340102

Shares:493.7K

Value:$54.3M

% of Portfolio:1896.3% ($54.3M/$2.9M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:172.4K

Value:$52.7M

% of Portfolio:1838.4% ($52.7M/$2.9M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:293.8K

Value:$48.7M

% of Portfolio:1700.1% ($48.7M/$2.9M)

J M SMUCKER Co

SJM|832696405

Shares:409.4K

Value:$48.5M

% of Portfolio:1691.4% ($48.5M/$2.9M)

Verisk Analytics, Inc.

VRSK|92345Y106

Shares:161.3K

Value:$48.0M

% of Portfolio:1674.8% ($48.0M/$2.9M)

EXPEDITORS INTERNATIONAL OF WASHINGTON INC

EXPD|302130109

Shares:361.8K

Value:$43.5M

% of Portfolio:1517.9% ($43.5M/$2.9M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:42.8K

Value:$40.5M

% of Portfolio:1414.0% ($40.5M/$2.9M)

FISERV INC

FI|337738108

Shares:31.6K

Value:$7.0M

% of Portfolio:243.8% ($7.0M/$2.9M)

O REILLY AUTOMOTIVE INC

ORLY|67103H107

Shares:4.4K

Value:$6.2M

% of Portfolio:217.6% ($6.2M/$2.9M)

QUALYS, INC.

QLYS|74758T303

Shares:41.4K

Value:$5.2M

% of Portfolio:181.8% ($5.2M/$2.9M)

TYLER TECHNOLOGIES INC

TYL|902252105

Shares:8.8K

Value:$5.1M

% of Portfolio:178.4% ($5.1M/$2.9M)

IDEXX LABORATORIES INC /DE

IDXX|45168D104

Shares:11.7K

Value:$4.9M

% of Portfolio:171.6% ($4.9M/$2.9M)

ANSYS INC

ANSS|03662Q105

Shares:14.6K

Value:$4.6M

% of Portfolio:161.8% ($4.6M/$2.9M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:8.7K

Value:$4.3M

% of Portfolio:151.0% ($4.3M/$2.9M)

Medpace Holdings, Inc.

MEDP|58506Q109

Shares:11.7K

Value:$3.6M

% of Portfolio:124.3% ($3.6M/$2.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Terreno Realty Corp(TRNOcusip88146M101)	1.1M	QoQ +1.61% (+17.5K) YoY +10.16% (+101.3K)	All Managers (Combined)	$69.5M	2423.7% ($69.5M/$2.9M)	QoQ +8.62% (+$6) YoY +4.88% (+$3)
Waste Connections, Inc.(WCNcusip94106B101)	354.7K	QoQ -3.12% (-11.4K) YoY +6.25% (+20.9K)	All Managers (Combined)	$69.2M	2416.0% ($69.2M/$2.9M)	QoQ +10.21% (-$6) YoY +20.57% (+$12)
Zoetis Inc.(ZTScusip98978V103)	395.6K	QoQ +100.27% (+198.1K) YoY NEW(+395.6K)	All Managers (Combined)	$65.1M	2272.9% ($65.1M/$2.9M)	QoQ +102.39% (+$33) YoY NEW(+$65)
ROPER TECHNOLOGIES INC(ROPcusip776696106)	98.2K	QoQ +49.88% (+32.7K) YoY +81.61% (+44.1K)	All Managers (Combined)	$57.9M	2020.7% ($57.9M/$2.9M)	QoQ +69.99% (+$24) YoY +90.92% (+$28)
REPUBLIC SERVICES, INC.(RSGcusip760759100)	224.7K	QoQ -3.77% (-8.8K) YoY -33.48% (-113.1K)	All Managers (Combined)	$54.4M	1898.7% ($54.4M/$2.9M)	QoQ +15.82% (-$7) YoY -15.86% (-$10)
CHURCH & DWIGHT CO INC /DE/(CHDcusip171340102)	493.7K	QoQ 0.00% (+34) YoY +12.35% (+54.3K)	All Managers (Combined)	$54.3M	1896.3% ($54.3M/$2.9M)	QoQ +5.14% (+$3) YoY +18.58% (+$9)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	172.4K	QoQ +3.81% (+6.3K) YoY +1.06% (+1.8K)	All Managers (Combined)	$52.7M	1838.4% ($52.7M/$2.9M)	QoQ +8.35% (+$4) YoY +23.63% (+$10)
JOHNSON & JOHNSON(JNJcusip478160104)	293.8K	QoQ -41.34% (-207.1K) YoY -40.87% (-203.1K)	All Managers (Combined)	$48.7M	1700.1% ($48.7M/$2.9M)	QoQ -32.73% (-$24) YoY -38.01% (-$30)
J M SMUCKER Co(SJMcusip832696405)	409.4K	QoQ -38.79% (-259.4K) YoY -39.08% (-262.7K)	All Managers (Combined)	$48.5M	1691.4% ($48.5M/$2.9M)	QoQ -34.18% (-$25) YoY -42.69% (-$36)
Verisk Analytics, Inc.(VRSKcusip92345Y106)	161.3K	QoQ -3.45% (-5.8K) YoY -3.24% (-5.4K)	All Managers (Combined)	$48.0M	1674.8% ($48.0M/$2.9M)	QoQ +4.32% (-$2) YoY +22.15% (-$9)
EXPEDITORS INTERNATIONAL OF WASHINGTON INC(EXPDcusip302130109)	361.8K	QoQ -2.01% (-7.5K) YoY +6.60% (+22.4K)	All Managers (Combined)	$43.5M	1517.9% ($43.5M/$2.9M)	QoQ +6.36% (-$3) YoY +5.45% (+$2)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	42.8K	QoQ +4.69% (+1.9K) YoY -22.24% (-12.3K)	All Managers (Combined)	$40.5M	1414.0% ($40.5M/$2.9M)	QoQ +8.06% (+$3) YoY +0.37% (-$0)
FISERV INC(FIcusip337738108)	31.6K	QoQ -21.14% (-8.5K) YoY -15.87% (-6.0K)	All Managers (Combined)	$7.0M	243.8% ($7.0M/$2.9M)	QoQ -15.23% (-$1) YoY +16.23% (-$1)
O REILLY AUTOMOTIVE INC(ORLYcusip67103H107)	4.4K	QoQ -15.11% (-775) YoY -30.51% (-1.9K)	All Managers (Combined)	$6.2M	217.6% ($6.2M/$2.9M)	QoQ +2.54% (-$0) YoY -11.82% (-$1)
QUALYS, INC.(QLYScusip74758T303)	41.4K	QoQ +24.42% (+8.1K) YoY +29.93% (-9.5K)	All Managers (Combined)	$5.2M	181.8% ($5.2M/$2.9M)	QoQ +11.75% (+$1) YoY -1.93% (-$0)
TYLER TECHNOLOGIES INC(TYLcusip902252105)	8.8K	QoQ +22.53% (+1.6K) YoY +20.12% (+1.5K)	All Managers (Combined)	$5.1M	178.4% ($5.1M/$2.9M)	QoQ +23.53% (+$1) YoY +64.35% (+$2)
IDEXX LABORATORIES INC /DE(IDXXcusip45168D104)	11.7K	QoQ +203.05% (+7.8K) YoY NEW(+11.7K)	All Managers (Combined)	$4.9M	171.6% ($4.9M/$2.9M)	QoQ +207.82% (+$3) YoY NEW(+$5)
ANSYS INC(ANSScusip03662Q105)	14.6K	QoQ +27.06% (+3.1K) YoY +39.82% (+4.2K)	All Managers (Combined)	$4.6M	161.8% ($4.6M/$2.9M)	QoQ +19.26% (+$1) YoY +27.49% (+$1)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	8.7K	QoQ -12.21% (-1.2K) YoY -25.82% (-3.0K)	All Managers (Combined)	$4.3M	151.0% ($4.3M/$2.9M)	QoQ -16.70% (-$1) YoY -7.95% (-$0)
Medpace Holdings, Inc.(MEDPcusip58506Q109)	11.7K	QoQ NEW(+11.7K) YoY NEW(+11.7K)	All Managers (Combined)	$3.6M	124.3% ($3.6M/$2.9M)	QoQ NEW(+$4) YoY NEW(+$4)