Tandem Investment Advisors
Latest statistics and disclosures from Tandem Investment Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are APH, NEE, ICE, TRNO, MSFT, and represent 24.56% of Tandem Investment Advisors's stock portfolio.
- Added to shares of these 7 stocks: PEP (+$26M), ROL (+$26M), CTAS (+$20M), MCD (+$14M), NDAQ, MNST, NVDA.
- Started 5 new stock positions in MNST, CTAS, PEP, NVDA, ROL.
- Reduced shares in these 10 stocks: , ADP (-$36M), APH (-$28M), BDX (-$22M), ICE (-$22M), MSFT (-$22M), RMD (-$21M), Steris (-$21M), JKHY (-$20M), NEE (-$20M).
- Sold out of its positions in T, AEP, COR, Berkshire Hathaway Inc. Class B, CAT, CVX, DUK, ENB, XOM, GWW. JPM, Johnson Controls, KNSL, NVS, Q, RTX, SPY, UNH, VZ, G.
- Tandem Investment Advisors was a net seller of stock by $-469M.
- Tandem Investment Advisors has $1.5B in assets under management (AUM), dropping by -26.81%.
- Central Index Key (CIK): 0001694284
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Portfolio Holdings for Tandem Investment Advisors
Tandem Investment Advisors holds 68 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amphenol Corporation (APH) | 6.2 | $92M | -23% | 522k | 176.32 |
|
| Nextera Energy (NEE) | 5.2 | $77M | -20% | 881k | 87.77 |
|
| Intercontinental Exchange (ICE) | 4.4 | $66M | -25% | 539k | 123.11 |
|
| Terreno Realty Corporation (TRNO) | 4.4 | $66M | -15% | 1.0M | 64.77 |
|
| Microsoft Corporation (MSFT) | 4.4 | $65M | -25% | 174k | 373.02 |
|
| ResMed (RMD) | 4.3 | $64M | -24% | 330k | 194.88 |
|
| Steris | 4.2 | $63M | -24% | 298k | 210.57 |
|
| Jack Henry & Associates (JKHY) | 3.9 | $59M | -25% | 426k | 137.74 |
|
| Brown & Brown (BRO) | 3.8 | $57M | -24% | 890k | 64.15 |
|
| Stryker Corporation (SYK) | 3.8 | $56M | -22% | 179k | 314.84 |
|
| Roper Industries (ROP) | 3.6 | $54M | -24% | 160k | 338.39 |
|
| Church & Dwight (CHD) | 3.6 | $53M | -25% | 550k | 96.88 |
|
| Visa (V) | 3.1 | $46M | -26% | 135k | 343.09 |
|
| BlackRock | 3.1 | $46M | -23% | 48k | 961.56 |
|
| MasterCard Incorporated (MA) | 3.0 | $44M | -24% | 86k | 513.60 |
|
| Abbott Laboratories (ABT) | 2.9 | $43M | -24% | 477k | 90.74 |
|
| Procter & Gamble Company (PG) | 2.9 | $43M | -5% | 292k | 146.64 |
|
| Republic Services (RSG) | 2.7 | $41M | -5% | 192k | 213.08 |
|
| Waste Connections (WCN) | 2.7 | $41M | -24% | 244k | 166.69 |
|
| McDonald's Corporation (MCD) | 2.5 | $37M | +58% | 138k | 270.31 |
|
| Expeditors International of Washington (EXPD) | 2.4 | $36M | -26% | 220k | 162.98 |
|
| Zoetis Inc Cl A (ZTS) | 2.4 | $36M | -26% | 498k | 71.86 |
|
| Johnson & Johnson (JNJ) | 2.3 | $35M | -22% | 136k | 253.97 |
|
| Costco Wholesale Corporation (COST) | 2.1 | $32M | -22% | 34k | 935.47 |
|
| Intuit (INTU) | 1.8 | $27M | -24% | 104k | 261.00 |
|
| Verisk Analytics (VRSK) | 1.8 | $26M | -24% | 147k | 179.53 |
|
| Pepsi (PEP) | 1.8 | $26M | NEW | 193k | 135.40 |
|
| Rollins (ROL) | 1.7 | $26M | NEW | 616k | 41.74 |
|
| Wisconsin Energy Corporation | 1.4 | $20M | -23% | 175k | 116.77 |
|
| Cintas Corporation (CTAS) | 1.3 | $20M | NEW | 118k | 170.08 |
|
| Broadridge Financial Solutions (BR) | 1.3 | $19M | -24% | 140k | 136.95 |
|
| Nasdaq Omx (NDAQ) | 1.2 | $18M | +38% | 227k | 78.82 |
|
| Becton, Dickinson and (BDX) | 0.9 | $14M | -61% | 92k | 151.33 |
|
| Medpace Hldgs (MEDP) | 0.3 | $5.0M | -21% | 9.4k | 529.59 |
|
| Fortinet (FTNT) | 0.3 | $4.6M | -24% | 30k | 153.62 |
|
| IDEXX Laboratories (IDXX) | 0.3 | $4.4M | -19% | 8.4k | 526.44 |
|
| Qualys (QLYS) | 0.3 | $4.0M | -22% | 29k | 137.49 |
|
| O'reilly Automotive (ORLY) | 0.2 | $3.4M | -15% | 37k | 92.09 |
|
| Intuitive Surgical (ISRG) | 0.2 | $3.1M | -21% | 7.8k | 397.68 |
|
| Akamai Technologies (AKAM) | 0.2 | $2.5M | -19% | 21k | 118.21 |
|
| Tyler Technologies (TYL) | 0.1 | $2.1M | -21% | 7.2k | 292.46 |
|
| Synopsys (SNPS) | 0.1 | $1.9M | -20% | 4.3k | 446.07 |
|
| Abbvie (ABBV) | 0.1 | $1.7M | -17% | 6.9k | 251.64 |
|
| Monster Beverage Corp (MNST) | 0.1 | $1.4M | NEW | 15k | 96.12 |
|
| Adobe Systems Incorporated (ADBE) | 0.1 | $1.1M | -59% | 5.1k | 205.02 |
|
| CBOE Holdings (CBOE) | 0.1 | $838k | -43% | 3.5k | 242.67 |
|
| TJX Companies (TJX) | 0.1 | $830k | 5.5k | 151.50 |
|
|
| Apple (AAPL) | 0.0 | $562k | -31% | 1.9k | 289.36 |
|
| Rbc Cad (RY) | 0.0 | $559k | -4% | 2.7k | 206.97 |
|
| Wal-Mart Stores (WMT) | 0.0 | $486k | -21% | 4.3k | 113.26 |
|
| Automatic Data Processing (ADP) | 0.0 | $462k | -98% | 2.1k | 223.95 |
|
| Fastenal Company (FAST) | 0.0 | $441k | -25% | 9.2k | 48.03 |
|
| Altria (MO) | 0.0 | $431k | -40% | 6.0k | 71.95 |
|
| Philip Morris International (PM) | 0.0 | $428k | -55% | 2.4k | 180.91 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $403k | -2% | 3.4k | 117.67 |
|
| Coca-Cola Company (KO) | 0.0 | $392k | -32% | 4.8k | 81.27 |
|
| Google Inc Class C | 0.0 | $345k | -20% | 975.00 | 353.33 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $326k | 6.5k | 49.82 |
|
|
| Lowe's Companies (LOW) | 0.0 | $289k | -37% | 1.3k | 220.49 |
|
| Home Depot (HD) | 0.0 | $275k | -2% | 780.00 | 352.68 |
|
| NVIDIA Corporation (NVDA) | 0.0 | $251k | NEW | 1.3k | 200.09 |
|
| Accenture (ACN) | 0.0 | $245k | -35% | 2.0k | 124.44 |
|
| Amazon (AMZN) | 0.0 | $242k | -31% | 1.0k | 238.34 |
|
| Msci (MSCI) | 0.0 | $236k | -24% | 422.00 | 560.04 |
|
| Badger Meter (BMI) | 0.0 | $232k | -16% | 1.6k | 148.38 |
|
| General Electric Company | 0.0 | $221k | -22% | 591.00 | 373.73 |
|
| FactSet Research Systems (FDS) | 0.0 | $207k | -5% | 900.00 | 230.08 |
|
| 0.0 | $202k | -41% | 566.00 | 357.37 |
|
Past Filings by Tandem Investment Advisors
SEC 13F filings are viewable for Tandem Investment Advisors going back to 2016
- Tandem Investment Advisors 2026 Q2 filed July 31, 2026
- 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