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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QuidelOrtho Corp

QDEL|219798105

Shares:8.5K

Value:$296.0K

% of Portfolio:10.3% ($296.0K/$2.9M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:559

Value:$293.0K

% of Portfolio:10.2% ($293.0K/$2.9M)

DuPont de Nemours, Inc.

DD|26614N102

Shares:3.9K

Value:$292.0K

% of Portfolio:10.2% ($292.0K/$2.9M)

UNITED PARCEL SERVICE INC

UPS|911312106

Shares:2.4K

Value:$269.0K

% of Portfolio:9.4% ($269.0K/$2.9M)

976657106

Shares:2.3K

Value:$256.0K

% of Portfolio:8.9% ($256.0K/$2.9M)

38259P508

Shares:1.6K

Value:$240.0K

% of Portfolio:8.4% ($240.0K/$2.9M)

CHEVRON CORP

CVX|166764100

Shares:1.4K

Value:$234.0K

% of Portfolio:8.2% ($234.0K/$2.9M)

Meta Platforms, Inc.

META|30303M102

Shares:750

Value:$234.0K

% of Portfolio:8.2% ($234.0K/$2.9M)

NVIDIA CORP

NVDA|67066G104

Shares:2.1K

Value:$228.0K

% of Portfolio:8.0% ($228.0K/$2.9M)

Corteva, Inc.

CTVA|22052L104

Shares:3.6K

Value:$224.0K

% of Portfolio:7.8% ($224.0K/$2.9M)

Instrument	Shares		Other Manager	Value	% of Portfolio
QuidelOrtho Corp(QDELcusip219798105)	8.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$296.0K	10.3% ($296.0K/$2.9M)	QoQ -21.48% (-$0) YoY -27.09% (-$0)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	559	QoQ -63.27% (-963) YoY -63.48% (-972)	All Managers (Combined)	$293.0K	10.2% ($293.0K/$2.9M)	QoQ -61.94% (-$0) YoY -61.29% (-$0)
DuPont de Nemours, Inc.(DDcusip26614N102)	3.9K	QoQ +8.90% (+320) YoY +8.72% (+314)	All Managers (Combined)	$292.0K	10.2% ($292.0K/$2.9M)	QoQ +6.56% (+$0) YoY +5.79% (+$0)
UNITED PARCEL SERVICE INC(UPScusip911312106)	2.4K	QoQ +51.39% (+829) YoY +46.57% (+776)	All Managers (Combined)	$269.0K	9.4% ($269.0K/$2.9M)	QoQ +32.51% (+$0) YoY +8.46% (+$0)
(cusip976657106)✕	2.3K	QoQ -2.12% (-51) YoY NEW(+2.3K)	All Managers (Combined)	$256.0K	8.9% ($256.0K/$2.9M)	QoQ +13.27% (-$0) YoY NEW(+$0)
(cusip38259P508)✕	1.6K	QoQ +0.45% (-7) YoY -37.85% (-946)	All Managers (Combined)	$240.0K	8.4% ($240.0K/$2.9M)	QoQ -18.08% (-$0) YoY -36.33% (-$0)
CHEVRON CORP(CVXcusip166764100)	1.4K	QoQ -19.79% (-345) YoY -9.51% (-147)	All Managers (Combined)	$234.0K	8.2% ($234.0K/$2.9M)	QoQ -7.14% (-$0) YoY -4.09% (-$0)
Meta Platforms, Inc.(METAcusip30303M102)	750	QoQ NEW(+750) YoY NEW(+750)	All Managers (Combined)	$234.0K	8.2% ($234.0K/$2.9M)	QoQ NEW(+$0) YoY NEW(+$0)
NVIDIA CORP(NVDAcusip67066G104)	2.1K	QoQ NEW(+2.1K) YoY NEW(+2.1K)	All Managers (Combined)	$228.0K	8.0% ($228.0K/$2.9M)	QoQ NEW(+$0) YoY NEW(+$0)
Corteva, Inc.(CTVAcusip22052L104)	3.6K	QoQ -2.05% (-75) YoY +1.19% (+42)	All Managers (Combined)	$224.0K	7.8% ($224.0K/$2.9M)	QoQ +8.21% (-$0) YoY +10.34% (+$0)