Tandem Investment Advisors
Latest statistics and disclosures from Tandem Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are V, ICE, G, APH, ABT, and represent 24.68% of Tandem Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: INTU (+$35M), BR (+$34M), CHD (+$6.9M), ADP (+$5.3M), FTNT, ISRG, TYL, SPY, ROP, QLYS.
- Started 10 new stock positions in SPY, ICLR, OREAF, Marsh & McLennan Companies, MFC, GWW, BR, DUK, DIS, COR.
- Reduced shares in these 10 stocks: , FDS (-$42M), APH (-$41M), WTRG (-$38M), ZTS (-$10M), ACN (-$7.6M), BRO (-$7.4M), NEE (-$7.3M), V (-$6.6M), MSFT (-$6.1M).
- Sold out of its positions in AMGN, CMCSA, DD, WTRG, META, PEP, ROST.
- Tandem Investment Advisors was a net seller of stock by $-213M.
- Tandem Investment Advisors has $2.7B in assets under management (AUM), dropping by -8.33%.
- Central Index Key (CIK): 0001694284
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Portfolio Holdings for Tandem Investment Advisors
Tandem Investment Advisors holds 83 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Visa (V) | 5.4 | $146M | -4% | 417k | 350.71 |
|
| Intercontinental Exchange (ICE) | 4.9 | $132M | -3% | 815k | 161.96 |
|
| Genpact (G) | 4.9 | $132M | -3% | 2.8M | 46.78 |
|
| Amphenol Corporation (APH) | 4.8 | $128M | -24% | 948k | 135.14 |
|
| Abbott Laboratories (ABT) | 4.6 | $124M | 993k | 125.29 |
|
|
| ResMed (RMD) | 4.5 | $121M | 500k | 240.87 |
|
|
| Jack Henry & Associates (JKHY) | 4.4 | $119M | -3% | 650k | 182.48 |
|
| MasterCard Incorporated (MA) | 4.2 | $113M | -3% | 198k | 570.88 |
|
| Steris | 4.2 | $113M | -4% | 444k | 253.52 |
|
| Microsoft Corporation (MSFT) | 4.1 | $110M | -5% | 227k | 483.62 |
|
| Nextera Energy (NEE) | 3.9 | $104M | -6% | 1.3M | 80.28 |
|
| Accenture (ACN) | 3.8 | $103M | -6% | 385k | 268.30 |
|
| Brown & Brown (BRO) | 3.8 | $103M | -6% | 1.3M | 79.70 |
|
| Roper Industries (ROP) | 3.7 | $99M | 221k | 445.13 |
|
|
| Stryker Corporation (SYK) | 3.6 | $95M | -3% | 271k | 351.47 |
|
| Intuit (INTU) | 3.4 | $92M | +62% | 139k | 662.42 |
|
| Zoetis Inc Cl A (ZTS) | 3.3 | $89M | -10% | 708k | 125.82 |
|
| Automatic Data Processing (ADP) | 3.2 | $85M | +6% | 330k | 257.23 |
|
| Terreno Realty Corporation (TRNO) | 3.0 | $81M | -3% | 1.4M | 58.71 |
|
| BlackRock | 2.8 | $74M | -3% | 69k | 1070.34 |
|
| Church & Dwight (CHD) | 2.5 | $67M | +11% | 798k | 83.85 |
|
| Waste Connections (WCN) | 2.4 | $64M | -4% | 363k | 175.36 |
|
| Johnson & Johnson (JNJ) | 2.1 | $56M | -4% | 269k | 206.95 |
|
| Republic Services (RSG) | 1.9 | $51M | 239k | 211.93 |
|
|
| Expeditors International of Washington (EXPD) | 1.8 | $49M | -6% | 328k | 149.01 |
|
| Becton, Dickinson and (BDX) | 1.8 | $48M | -8% | 247k | 194.07 |
|
| Costco Wholesale Corporation (COST) | 1.6 | $44M | -3% | 51k | 862.34 |
|
| Verisk Analytics (VRSK) | 1.4 | $38M | -5% | 168k | 223.69 |
|
| Broadridge Financial Solutions (BR) | 1.3 | $34M | NEW | 152k | 223.17 |
|
| Medpace Hldgs (MEDP) | 0.3 | $8.0M | -3% | 14k | 561.65 |
|
| IDEXX Laboratories (IDXX) | 0.3 | $7.7M | -3% | 11k | 676.53 |
|
| Intuitive Surgical (ISRG) | 0.2 | $6.1M | +16% | 11k | 566.36 |
|
| Qualys (QLYS) | 0.2 | $6.0M | +6% | 45k | 132.90 |
|
| Tyler Technologies (TYL) | 0.2 | $4.9M | +17% | 11k | 453.95 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $4.8M | -3% | 14k | 349.99 |
|
| O'reilly Automotive (ORLY) | 0.2 | $4.7M | -16% | 52k | 91.21 |
|
| Fortinet (FTNT) | 0.1 | $3.6M | +35% | 45k | 79.41 |
|
| ExlService Holdings (EXLS) | 0.1 | $3.1M | +2% | 74k | 42.44 |
|
| Akamai Technologies (AKAM) | 0.1 | $2.7M | 31k | 87.25 |
|
|
| Synopsys (SNPS) | 0.1 | $2.6M | -5% | 5.6k | 469.72 |
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| CBOE Holdings (CBOE) | 0.1 | $2.1M | -38% | 8.2k | 251.00 |
|
| Abbvie (ABBV) | 0.1 | $1.9M | -12% | 8.2k | 228.49 |
|
| Wal-Mart Stores (WMT) | 0.0 | $966k | -27% | 8.7k | 111.41 |
|
| Apple (AAPL) | 0.0 | $953k | -39% | 3.5k | 271.86 |
|
| TJX Companies (TJX) | 0.0 | $857k | -3% | 5.6k | 153.61 |
|
| Philip Morris International (PM) | 0.0 | $648k | +32% | 4.0k | 160.40 |
|
| Spdr S&p 500 Etf (SPY) | 0.0 | $633k | NEW | 928.00 | 681.92 |
|
| Coca-Cola Company (KO) | 0.0 | $623k | -17% | 8.9k | 69.91 |
|
| Google Inc Class C | 0.0 | $614k | -15% | 2.0k | 313.80 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $546k | 3.5k | 154.14 |
|
|
| Rbc Cad (RY) | 0.0 | $545k | -21% | 3.2k | 170.49 |
|
| Fastenal Company (FAST) | 0.0 | $487k | 12k | 40.13 |
|
|
| Msci (MSCI) | 0.0 | $484k | -5% | 844.00 | 573.73 |
|
| Badger Meter (BMI) | 0.0 | $483k | +60% | 2.8k | 174.41 |
|
| UnitedHealth (UNH) | 0.0 | $443k | +52% | 1.3k | 330.11 |
|
| Home Depot (HD) | 0.0 | $426k | -43% | 1.2k | 344.10 |
|
| Amazon (AMZN) | 0.0 | $392k | -17% | 1.7k | 230.82 |
|
| Chevron Corporation (CVX) | 0.0 | $391k | +78% | 2.6k | 152.41 |
|
| 0.0 | $383k | -16% | 1.2k | 313.00 |
|
|
| FactSet Research Systems (FDS) | 0.0 | $372k | -99% | 1.3k | 290.19 |
|
| General Electric Company | 0.0 | $370k | -14% | 1.2k | 308.03 |
|
| Procter & Gamble Company (PG) | 0.0 | $364k | -78% | 2.5k | 143.31 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $359k | +14% | 919.00 | 391.12 |
|
| Altria (MO) | 0.0 | $347k | -2% | 6.0k | 57.66 |
|
| Lowe's Companies (LOW) | 0.0 | $346k | +58% | 1.4k | 241.16 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $325k | -13% | 1.0k | 322.22 |
|
| Duke Energy (DUK) | 0.0 | $322k | NEW | 2.7k | 117.21 |
|
| AmerisourceBergen (COR) | 0.0 | $320k | NEW | 947.00 | 337.75 |
|
| Eaton (ETN) | 0.0 | $274k | -8% | 859.00 | 318.51 |
|
| Wisconsin Energy Corporation | 0.0 | $267k | 2.5k | 105.46 |
|
|
| Merck & Co (MRK) | 0.0 | $266k | -18% | 2.5k | 105.26 |
|
| Berkshire Hathaway Inc. Class B | 0.0 | $252k | 501.00 | 502.65 |
|
|
| Icon (ICLR) | 0.0 | $251k | NEW | 1.4k | 182.22 |
|
| Corteva (CTVA) | 0.0 | $240k | 3.6k | 67.03 |
|
|
| Gartner (IT) | 0.0 | $236k | -8% | 937.00 | 252.28 |
|
| Caterpillar (CAT) | 0.0 | $225k | -10% | 392.00 | 572.87 |
|
| W.W. Grainger (GWW) | 0.0 | $221k | NEW | 219.00 | 1009.05 |
|
| Walt Disney Company (DIS) | 0.0 | $215k | NEW | 1.9k | 113.77 |
|
| Quidel Corp (QDEL) | 0.0 | $213k | 7.5k | 28.56 |
|
|
| NVIDIA Corporation (NVDA) | 0.0 | $211k | -23% | 1.1k | 186.50 |
|
| Marsh & McLennan Companies | 0.0 | $203k | NEW | 1.1k | 185.52 |
|
| Manulife Finl Corp (MFC) | 0.0 | $201k | NEW | 5.6k | 36.28 |
|
| Orea Mining Corp (OREAF) | 0.0 | $0 | NEW | 11k | 0.00 |
|
Past Filings by Tandem Investment Advisors
SEC 13F filings are viewable for Tandem Investment Advisors going back to 2016
- Tandem Investment Advisors 2025 Q4 filed Feb. 9, 2026
- Tandem Investment Advisors 2025 Q3 filed Nov. 3, 2025
- Tandem Investment Advisors 2025 Q2 filed July 31, 2025
- Tandem Investment Advisors 2025 Q1 filed April 28, 2025
- Tandem Investment Advisors 2024 Q4 filed Feb. 3, 2025
- Tandem Investment Advisors 2024 Q3 filed Oct. 31, 2024
- Tandem Investment Advisors 2024 Q2 filed Aug. 1, 2024
- Tandem Investment Advisors 2024 Q1 filed April 30, 2024
- Tandem Investment Advisors 2023 Q4 filed Jan. 31, 2024
- Tandem Investment Advisors 2023 Q3 filed Oct. 30, 2023
- Tandem Investment Advisors 2023 Q1 filed July 19, 2023
- Tandem Investment Advisors 2023 Q2 filed July 19, 2023
- Tandem Investment Advisors 2022 Q4 filed Feb. 6, 2023
- Tandem Investment Advisors 2022 Q3 filed Oct. 31, 2022
- Tandem Investment Advisors 2022 Q2 filed Sept. 14, 2022
- Tandem Investment Advisors 2022 Q1 filed May 2, 2022