Tandem Investment Advisors as of Sept. 30, 2025
Portfolio Holdings for Tandem Investment Advisors
Tandem Investment Advisors holds 80 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amphenol Corporation (APH) | 5.3 | $155M | 1.3M | 123.75 | |
| Visa (V) | 5.1 | $149M | 436k | 341.38 | |
| Intercontinental Exchange (ICE) | 4.9 | $143M | 848k | 168.48 | |
| ResMed (RMD) | 4.7 | $138M | 505k | 273.73 | |
| Abbott Laboratories (ABT) | 4.5 | $133M | 993k | 133.94 | |
| Brown & Brown (BRO) | 4.4 | $130M | 1.4M | 93.79 | |
| Microsoft Corporation (MSFT) | 4.2 | $124M | 239k | 517.95 | |
| Genpact (G) | 4.2 | $123M | 2.9M | 41.89 | |
| MasterCard Incorporated (MA) | 4.0 | $117M | 205k | 568.81 | |
| Zoetis Inc Cl A (ZTS) | 3.9 | $116M | 790k | 146.32 | |
| Steris | 3.9 | $115M | 463k | 247.44 | |
| Roper Industries (ROP) | 3.7 | $110M | 220k | 498.69 | |
| Nextera Energy (NEE) | 3.6 | $105M | 1.4M | 75.49 | |
| Stryker Corporation (SYK) | 3.5 | $104M | 280k | 369.67 | |
| Accenture (ACN) | 3.5 | $102M | 413k | 246.60 | |
| Jack Henry & Associates (JKHY) | 3.4 | $101M | 675k | 148.93 | |
| Automatic Data Processing (ADP) | 3.1 | $91M | 310k | 293.50 | |
| BlackRock | 2.8 | $83M | 71k | 1165.88 | |
| Terreno Realty Corporation (TRNO) | 2.7 | $81M | 1.4M | 56.75 | |
| Comcast Corporation (CMCSA) | 2.6 | $75M | 2.4M | 31.42 | |
| Waste Connections (WCN) | 2.3 | $67M | 379k | 175.80 | |
| Church & Dwight (CHD) | 2.1 | $63M | 715k | 87.63 | |
| Intuit (INTU) | 2.0 | $59M | 86k | 682.91 | |
| Republic Services (RSG) | 1.9 | $56M | 242k | 229.48 | |
| Johnson & Johnson (JNJ) | 1.8 | $52M | 282k | 185.42 | |
| Becton, Dickinson and (BDX) | 1.7 | $51M | 270k | 187.17 | |
| Costco Wholesale Corporation (COST) | 1.7 | $49M | 53k | 925.64 | |
| Verisk Analytics (VRSK) | 1.5 | $45M | 178k | 251.51 | |
| Expeditors International of Washington (EXPD) | 1.5 | $43M | 349k | 122.59 | |
| FactSet Research Systems (FDS) | 1.4 | $42M | 146k | 286.49 | |
| Essential Utils (WTRG) | 1.3 | $38M | 949k | 39.90 | |
| Medpace Hldgs (MEDP) | 0.3 | $7.6M | 15k | 514.14 | |
| IDEXX Laboratories (IDXX) | 0.3 | $7.5M | 12k | 638.93 | |
| O'reilly Automotive (ORLY) | 0.2 | $6.7M | 62k | 107.82 | |
| Qualys (QLYS) | 0.2 | $5.6M | 42k | 132.32 | |
| Adobe Systems Incorporated (ADBE) | 0.2 | $5.0M | 14k | 352.75 | |
| Tyler Technologies (TYL) | 0.2 | $4.8M | 9.2k | 523.19 | |
| Intuitive Surgical (ISRG) | 0.1 | $4.1M | 9.2k | 447.23 | |
| CBOE Holdings (CBOE) | 0.1 | $3.3M | 13k | 245.22 | |
| ExlService Holdings (EXLS) | 0.1 | $3.2M | 72k | 44.03 | |
| Synopsys (SNPS) | 0.1 | $2.9M | 5.9k | 493.35 | |
| Fortinet (FTNT) | 0.1 | $2.8M | 33k | 84.07 | |
| Akamai Technologies (AKAM) | 0.1 | $2.3M | 30k | 75.75 | |
| Abbvie (ABBV) | 0.1 | $2.2M | 9.3k | 231.49 | |
| Procter & Gamble Company (PG) | 0.1 | $1.8M | 12k | 153.71 | |
| Apple (AAPL) | 0.1 | $1.5M | 5.8k | 254.64 | |
| Wal-Mart Stores (WMT) | 0.0 | $1.2M | 12k | 103.05 | |
| Home Depot (HD) | 0.0 | $880k | 2.2k | 405.16 | |
| TJX Companies (TJX) | 0.0 | $835k | 5.8k | 144.56 | |
| Coca-Cola Company (KO) | 0.0 | $716k | 11k | 66.29 | |
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $606k | 3.5k | 170.94 | |
| Fastenal Company (FAST) | 0.0 | $601k | 12k | 49.02 | |
| Rbc Cad (RY) | 0.0 | $596k | 4.0k | 147.27 | |
| Google Inc Class C | 0.0 | $563k | 2.3k | 243.62 | |
| Msci (MSCI) | 0.0 | $507k | 894.00 | 567.11 | |
| Philip Morris International (PM) | 0.0 | $496k | 3.1k | 162.30 | |
| Amazon (AMZN) | 0.0 | $451k | 2.1k | 219.57 | |
| General Electric Company | 0.0 | $424k | 1.4k | 300.92 | |
| Altria (MO) | 0.0 | $409k | 6.2k | 66.00 | |
| JPMorgan Chase & Co. (JPM) | 0.0 | $368k | 1.2k | 315.07 | |
| 0.0 | $358k | 1.5k | 243.37 | ||
| Eaton (ETN) | 0.0 | $352k | 942.00 | 373.67 | |
| Kinsale Cap Group (KNSL) | 0.0 | $341k | 801.00 | 425.72 | |
| Badger Meter (BMI) | 0.0 | $309k | 1.7k | 178.82 | |
| UnitedHealth (UNH) | 0.0 | $305k | 882.00 | 345.81 | |
| Pepsi (PEP) | 0.0 | $297k | 2.1k | 140.62 | |
| Wisconsin Energy Corporation | 0.0 | $285k | 2.5k | 114.55 | |
| NVIDIA Corporation (NVDA) | 0.0 | $276k | 1.5k | 186.49 | |
| Dupont De Nemours (DD) | 0.0 | $275k | 3.5k | 77.86 | |
| Gartner (IT) | 0.0 | $270k | 1.0k | 262.90 | |
| Facebook Inc cl a (META) | 0.0 | $263k | 358.00 | 734.64 | |
| Merck & Co (MRK) | 0.0 | $260k | 3.1k | 83.84 | |
| Berkshire Hathaway Inc. Class B | 0.0 | $253k | 503.00 | 502.98 | |
| Corteva (CTVA) | 0.0 | $241k | 3.6k | 67.72 | |
| Lowe's Companies (LOW) | 0.0 | $227k | 903.00 | 251.38 | |
| Chevron Corporation (CVX) | 0.0 | $223k | 1.4k | 155.29 | |
| Ross Stores (ROST) | 0.0 | $222k | 1.5k | 152.47 | |
| Quidel Corp (QDEL) | 0.0 | $220k | 7.5k | 29.49 | |
| Amgen (AMGN) | 0.0 | $212k | 750.00 | 282.67 | |
| Caterpillar (CAT) | 0.0 | $208k | 436.00 | 477.06 |
