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:

Search and click to pin securities to the top

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PROCTER & GAMBLE Co

PG|742718109

Shares:15.5K

Value:$2.6M

% of Portfolio:92.3% ($2.6M/$2.9M)

AKAMAI TECHNOLOGIES INC

AKAM|00971T101

Shares:31.5K

Value:$2.5M

% of Portfolio:88.4% ($2.5M/$2.9M)

AbbVie Inc.

ABBV|00287Y109

Shares:8.9K

Value:$1.9M

% of Portfolio:64.8% ($1.9M/$2.9M)

ADOBE INC.

ADBE|00724F101

Shares:4.5K

Value:$1.7M

% of Portfolio:59.9% ($1.7M/$2.9M)

Apple Inc.

AAPL|037833100

Shares:7.0K

Value:$1.6M

% of Portfolio:54.2% ($1.6M/$2.9M)

Walmart Inc.

WMT|931142103

Shares:12.0K

Value:$1.1M

% of Portfolio:36.7% ($1.1M/$2.9M)

HOME DEPOT, INC.

HD|437076102

Shares:2.4K

Value:$896.0K

% of Portfolio:31.3% ($896.0K/$2.9M)

ROYAL BANK OF CANADA

RY|780087102

Shares:7.1K

Value:$801.0K

% of Portfolio:27.9% ($801.0K/$2.9M)

TRUIST FINANCIAL CORP

TFC|89832Q109

Shares:19.0K

Value:$782.0K

% of Portfolio:27.3% ($782.0K/$2.9M)

FASTENAL CO

FAST|311900104

Shares:10.0K

Value:$778.0K

% of Portfolio:27.1% ($778.0K/$2.9M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:5.6K

Value:$688.0K

% of Portfolio:24.0% ($688.0K/$2.9M)

COCA COLA CO

KO|191216100

Shares:9.3K

Value:$666.0K

% of Portfolio:23.2% ($666.0K/$2.9M)

Blackstone Inc.

BX|09260D107

Shares:4.6K

Value:$639.0K

% of Portfolio:22.3% ($639.0K/$2.9M)

ExlService Holdings, Inc.

EXLS|302081104

Shares:10.3K

Value:$488.0K

% of Portfolio:17.0% ($488.0K/$2.9M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:6.7K

Value:$403.0K

% of Portfolio:14.1% ($403.0K/$2.9M)

AMAZON COM INC

AMZN|023135106

Shares:1.9K

Value:$368.0K

% of Portfolio:12.8% ($368.0K/$2.9M)

38259P706

Shares:2.2K

Value:$337.0K

% of Portfolio:11.8% ($337.0K/$2.9M)

Philip Morris International Inc.

PM|718172109

Shares:2.1K

Value:$330.0K

% of Portfolio:11.5% ($330.0K/$2.9M)

084670207

Shares:605

Value:$322.0K

% of Portfolio:11.2% ($322.0K/$2.9M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.2K

Value:$300.0K

% of Portfolio:10.5% ($300.0K/$2.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
PROCTER & GAMBLE Co(PGcusip742718109)	15.5K	QoQ -11.95% (-2.1K) YoY +582.35% (+13.2K)	All Managers (Combined)	$2.6M	92.3% ($2.6M/$2.9M)	QoQ -10.46% (-$0) YoY +616.53% (+$2)
AKAMAI TECHNOLOGIES INC(AKAMcusip00971T101)	31.5K	QoQ +4.57% (-1.4K) YoY +6.12% (-1.8K)	All Managers (Combined)	$2.5M	88.4% ($2.5M/$2.9M)	QoQ -12.01% (-$0) YoY -21.45% (-$1)
AbbVie Inc.(ABBVcusip00287Y109)	8.9K	QoQ -9.28% (-907) YoY -94.32% (-147.3K)	All Managers (Combined)	$1.9M	64.8% ($1.9M/$2.9M)	QoQ +6.91% (-$0) YoY -93.47% (-$27)
ADOBE INC.(ADBEcusip00724F101)	4.5K	QoQ NEW(+4.5K) YoY NEW(+4.5K)	All Managers (Combined)	$1.7M	59.9% ($1.7M/$2.9M)	QoQ NEW(+$2) YoY NEW(+$2)
Apple Inc.(AAPLcusip037833100)	7.0K	QoQ -3.62% (-263) YoY -6.68% (-501)	All Managers (Combined)	$1.6M	54.2% ($1.6M/$2.9M)	QoQ -14.53% (-$0) YoY +20.87% (-$0)
Walmart Inc.(WMTcusip931142103)	12.0K	QoQ -35.39% (-6.6K) YoY -20.48% (-3.1K)	All Managers (Combined)	$1.1M	36.7% ($1.1M/$2.9M)	QoQ -37.23% (-$1) YoY +15.98% (-$0)
HOME DEPOT, INC.(HDcusip437076102)	2.4K	QoQ -3.96% (-101) YoY +44.27% (+750)	All Managers (Combined)	$896.0K	31.3% ($896.0K/$2.9M)	QoQ -9.49% (-$0) YoY +37.84% (+$0)
ROYAL BANK OF CANADA(RYcusip780087102)	7.1K	QoQ +0.76% (-54) YoY -21.05% (-1.9K)	All Managers (Combined)	$801.0K	27.9% ($801.0K/$2.9M)	QoQ -5.76% (-$0) YoY -11.78% (-$0)
TRUIST FINANCIAL CORP(TFCcusip89832Q109)	19.0K	QoQ -24.03% (-6.0K) YoY +56.31% (+6.8K)	All Managers (Combined)	$782.0K	27.3% ($782.0K/$2.9M)	QoQ -27.92% (-$0) YoY +64.97% (+$0)
FASTENAL CO(FASTcusip311900104)	10.0K	QoQ +0.15% (+16) YoY +0.12% (+13)	All Managers (Combined)	$778.0K	27.1% ($778.0K/$2.9M)	QoQ +8.05% (+$0) YoY +0.64% (+$0)
TJX COMPANIES INC /DE/(TJXcusip872540109)	5.6K	QoQ +0.78% (+44) YoY -0.92% (-53)	All Managers (Combined)	$688.0K	24.0% ($688.0K/$2.9M)	QoQ +1.62% (+$0) YoY +19.03% (-$0)
COCA COLA CO(KOcusip191216100)	9.3K	QoQ -8.36% (-848) YoY -39.31% (-6.0K)	All Managers (Combined)	$666.0K	23.2% ($666.0K/$2.9M)	QoQ +5.37% (-$0) YoY -28.92% (-$0)
Blackstone Inc.(BXcusip09260D107)	4.6K	QoQ +1.17% (-53) YoY +16.65% (+653)	All Managers (Combined)	$639.0K	22.3% ($639.0K/$2.9M)	QoQ -17.97% (-$0) YoY +24.07% (+$0)
ExlService Holdings, Inc.(EXLScusip302081104)	10.3K	QoQ +18.34% (+1.6K) YoY +6.45% (+627)	All Managers (Combined)	$488.0K	17.0% ($488.0K/$2.9M)	QoQ +25.77% (+$0) YoY +57.92% (+$0)
ALTRIA GROUP, INC.(MOcusip02209S103)	6.7K	QoQ +12.51% (+747) YoY +10.36% (+631)	All Managers (Combined)	$403.0K	14.1% ($403.0K/$2.9M)	QoQ +29.16% (+$0) YoY +52.07% (+$0)
AMAZON COM INC(AMZNcusip023135106)	1.9K	QoQ -15.05% (-343) YoY +18.40% (+301)	All Managers (Combined)	$368.0K	12.8% ($368.0K/$2.9M)	QoQ -26.40% (-$0) YoY +24.74% (+$0)
(cusip38259P706)✕	2.2K	QoQ +38.51% (+600) YoY +51.33% (+732)	All Managers (Combined)	$337.0K	11.8% ($337.0K/$2.9M)	QoQ +13.46% (+$0) YoY +55.29% (+$0)
Philip Morris International Inc.(PMcusip718172109)	2.1K	QoQ +3.84% (+77) YoY -10.22% (-237)	All Managers (Combined)	$330.0K	11.5% ($330.0K/$2.9M)	QoQ +36.92% (+$0) YoY +55.66% (-$0)
(cusip084670207)✕	605	QoQ -45.88% (-513) YoY NEW(+605)	All Managers (Combined)	$322.0K	11.2% ($322.0K/$2.9M)	QoQ -36.48% (-$0) YoY NEW(+$0)
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.2K	QoQ -49.79% (-1.2K) YoY -49.01% (-1.2K)	All Managers (Combined)	$300.0K	10.5% ($300.0K/$2.9M)	QoQ -48.54% (-$0) YoY -37.50% (-$0)