Tandem Investment Advisors
Latest statistics and disclosures from Tandem Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are ICE, NEE, RMD, G, JKHY, and represent 24.43% of Tandem Investment Advisors's stock portfolio.
- Added to shares of these 10 stocks: PG (+$44M), MCD (+$27M), Wisconsin Energy Corporation (+$26M), NDAQ (+$14M), BR (+$5.5M), VRSK (+$5.2M), MSFT, T, AEP, XOM.
- Started 12 new stock positions in NDAQ, Q, AEP, MCD, NVS, TFC, VZ, T, RTX, ENB. XOM, Johnson Controls.
- Reduced shares in these 10 stocks: ACN (-$76M), V (-$71M), MA (-$42M), ABT (-$37M), APH (-$34M), ADP (-$34M), JNJ (-$23M), NEE (-$18M), ICE (-$15M), RMD (-$14M).
- Sold out of its positions in QDEL, CTVA, DIS, EXLS, IT, MFC, MRSH, MRK, NVDA, OREAF. ETN, ICLR.
- Tandem Investment Advisors was a net seller of stock by $-359M.
- Tandem Investment Advisors has $2.0B in assets under management (AUM), dropping by -24.04%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Intercontinental Exchange (ICE) | 5.6 | $113M | -11% | 720k | 157.28 |
|
| Nextera Energy (NEE) | 5.0 | $102M | -15% | 1.1M | 92.88 |
|
| ResMed (RMD) | 4.8 | $98M | -12% | 437k | 224.48 |
|
| Genpact (G) | 4.6 | $94M | -10% | 2.5M | 37.25 |
|
| Jack Henry & Associates (JKHY) | 4.4 | $90M | -12% | 571k | 158.04 |
|
| Steris | 4.3 | $88M | -10% | 397k | 221.13 |
|
| Microsoft Corporation (MSFT) | 4.2 | $86M | +2% | 233k | 370.17 |
|
| Amphenol Corporation (APH) | 4.2 | $86M | -28% | 679k | 126.35 |
|
| Zoetis Inc Cl A (ZTS) | 3.9 | $80M | -3% | 680k | 118.21 |
|
| Brown & Brown (BRO) | 3.8 | $77M | -8% | 1.2M | 65.21 |
|
| Stryker Corporation (SYK) | 3.7 | $76M | -14% | 232k | 328.59 |
|
| Roper Industries (ROP) | 3.7 | $75M | -4% | 212k | 353.86 |
|
| Terreno Realty Corporation (TRNO) | 3.6 | $74M | -12% | 1.2M | 61.42 |
|
| Church & Dwight (CHD) | 3.4 | $69M | -7% | 736k | 93.32 |
|
| Abbott Laboratories (ABT) | 3.2 | $65M | -36% | 631k | 102.67 |
|
| BlackRock | 3.0 | $60M | -9% | 63k | 961.71 |
|
| Intuit (INTU) | 2.9 | $60M | 139k | 432.38 |
|
|
| MasterCard Incorporated (MA) | 2.8 | $57M | -42% | 113k | 499.66 |
|
| Visa (V) | 2.7 | $55M | -56% | 183k | 302.24 |
|
| Waste Connections (WCN) | 2.6 | $53M | -10% | 324k | 162.44 |
|
| Republic Services (RSG) | 2.2 | $45M | -14% | 204k | 219.02 |
|
| Procter & Gamble Company (PG) | 2.2 | $45M | +12042% | 309k | 144.44 |
|
| Costco Wholesale Corporation (COST) | 2.1 | $43M | -14% | 43k | 996.43 |
|
| Johnson & Johnson (JNJ) | 2.1 | $43M | -34% | 177k | 244.44 |
|
| Expeditors International of Washington (EXPD) | 2.1 | $43M | -9% | 299k | 143.23 |
|
| Becton, Dickinson and (BDX) | 1.9 | $38M | -2% | 241k | 157.23 |
|
| Verisk Analytics (VRSK) | 1.8 | $37M | +16% | 195k | 189.75 |
|
| Automatic Data Processing (ADP) | 1.6 | $33M | -50% | 164k | 203.18 |
|
| Broadridge Financial Solutions (BR) | 1.5 | $30M | +22% | 185k | 162.48 |
|
| McDonald's Corporation (MCD) | 1.3 | $27M | NEW | 87k | 310.79 |
|
| Wisconsin Energy Corporation | 1.3 | $27M | +8965% | 230k | 115.77 |
|
| Nasdaq Omx (NDAQ) | 0.7 | $14M | NEW | 164k | 84.89 |
|
| IDEXX Laboratories (IDXX) | 0.3 | $5.8M | -8% | 10k | 561.89 |
|
| Medpace Hldgs (MEDP) | 0.3 | $5.7M | -15% | 12k | 480.19 |
|
| Intuitive Surgical (ISRG) | 0.2 | $4.6M | -7% | 10k | 460.99 |
|
| O'reilly Automotive (ORLY) | 0.2 | $4.0M | -15% | 44k | 92.31 |
|
| Qualys (QLYS) | 0.2 | $3.3M | -16% | 38k | 87.85 |
|
| Fortinet (FTNT) | 0.2 | $3.2M | -12% | 39k | 81.72 |
|
| Tyler Technologies (TYL) | 0.2 | $3.2M | -14% | 9.3k | 342.38 |
|
| Adobe Systems Incorporated (ADBE) | 0.2 | $3.1M | -7% | 13k | 243.08 |
|
| Akamai Technologies (AKAM) | 0.1 | $3.0M | -15% | 26k | 114.85 |
|
| Synopsys (SNPS) | 0.1 | $2.1M | -3% | 5.4k | 396.48 |
|
| Abbvie (ABBV) | 0.1 | $1.8M | +2% | 8.4k | 217.49 |
|
| CBOE Holdings (CBOE) | 0.1 | $1.7M | -25% | 6.1k | 281.07 |
|
| TJX Companies (TJX) | 0.0 | $892k | 5.6k | 159.70 |
|
|
| Philip Morris International (PM) | 0.0 | $881k | +31% | 5.3k | 165.34 |
|
| Apple (AAPL) | 0.0 | $716k | -19% | 2.8k | 253.79 |
|
| Wal-Mart Stores (WMT) | 0.0 | $683k | -36% | 5.5k | 124.28 |
|
| Altria (MO) | 0.0 | $666k | +67% | 10k | 65.99 |
|
| Accenture (ACN) | 0.0 | $603k | -99% | 3.0k | 198.29 |
|
| Fastenal Company (FAST) | 0.0 | $573k | 12k | 46.40 |
|
|
| Coca-Cola Company (KO) | 0.0 | $543k | -19% | 7.1k | 76.05 |
|
| Lowe's Companies (LOW) | 0.0 | $495k | +46% | 2.1k | 236.28 |
|
| Rbc Cad (RY) | 0.0 | $459k | -11% | 2.8k | 161.78 |
|
| At&t (T) | 0.0 | $420k | NEW | 15k | 28.99 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $404k | 3.5k | 114.99 |
|
|
| American Electric Power Company (AEP) | 0.0 | $383k | NEW | 2.9k | 131.08 |
|
| Google Inc Class C | 0.0 | $350k | -37% | 1.2k | 286.86 |
|
| JPMorgan Chase & Co. (JPM) | 0.0 | $342k | +15% | 1.2k | 294.16 |
|
| Duke Energy (DUK) | 0.0 | $340k | -5% | 2.6k | 130.94 |
|
| Exxon Mobil Corporation (XOM) | 0.0 | $333k | NEW | 2.0k | 169.66 |
|
| Chevron Corporation (CVX) | 0.0 | $328k | -38% | 1.6k | 206.90 |
|
| Verizon Communications (VZ) | 0.0 | $324k | NEW | 6.5k | 50.20 |
|
| Amazon (AMZN) | 0.0 | $307k | -13% | 1.5k | 208.27 |
|
| Msci (MSCI) | 0.0 | $301k | -33% | 559.00 | 539.01 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $301k | NEW | 6.5k | 45.97 |
|
| Berkshire Hathaway Inc. Class B | 0.0 | $299k | +24% | 623.00 | 479.20 |
|
| Raytheon Technologies Corp (RTX) | 0.0 | $289k | NEW | 1.5k | 192.90 |
|
| AmerisourceBergen (COR) | 0.0 | $289k | -2% | 919.00 | 314.14 |
|
| Badger Meter (BMI) | 0.0 | $284k | -32% | 1.9k | 152.35 |
|
| 0.0 | $278k | -21% | 966.00 | 287.56 |
|
|
| Caterpillar (CAT) | 0.0 | $266k | -4% | 375.00 | 708.46 |
|
| Home Depot (HD) | 0.0 | $262k | -35% | 796.00 | 328.89 |
|
| Johnson Controls | 0.0 | $250k | NEW | 1.9k | 130.95 |
|
| Novartis (NVS) | 0.0 | $244k | NEW | 1.6k | 152.75 |
|
| Spdr S&p 500 Etf (SPY) | 0.0 | $239k | -60% | 367.00 | 650.34 |
|
| UnitedHealth (UNH) | 0.0 | $235k | -35% | 867.00 | 270.59 |
|
| Kinsale Cap Group (KNSL) | 0.0 | $230k | -26% | 673.00 | 341.66 |
|
| W.W. Grainger (GWW) | 0.0 | $226k | -5% | 207.00 | 1090.81 |
|
| General Electric Company | 0.0 | $216k | -36% | 761.00 | 283.77 |
|
| FactSet Research Systems (FDS) | 0.0 | $206k | -25% | 951.00 | 216.99 |
|
| Qnity Electronics (Q) | 0.0 | $206k | NEW | 1.8k | 115.38 |
|
| Enbridge (ENB) | 0.0 | $200k | NEW | 3.7k | 54.14 |
|
Past Filings by Tandem Investment Advisors
SEC 13F filings are viewable for Tandem Investment Advisors going back to 2016
- Tandem Investment Advisors 2026 Q1 filed May 7, 2026
- 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