Tandem Investment Advisors, Inc. 13F holdings
Tandem Investment Advisors, Inc. reported 68 positions with a total reported value of $1.5B as of 2026-06-30, in its 13F for Q2 2026, filed 2026-07-31. Top holdings by reported value: APH AMPHENOL CORP NEW CL A (6.2%), NEE NEXTERA ENERGY INC COM (5.2%), ICE INTERCONTINENTAL EXCHANGE INC (4.4%), TRNO TERRENO RLTY CORP COM (4.4%), MSFT MICROSOFT CORP COM (4.4%). Against 2026-03-31 it opened 5 new positions and exited 20. Next 13F due by 2026-11-14, the legal deadline 45 days after the quarter ending 2026-09-30.
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Top holdings
25 largest of 68 positions · reported value as of 2026-06-30
| Holding | Shares | Reported value | % of portfolio |
|---|---|---|---|
| APH AMPHENOL CORP NEW CL A | 522,227 | $92.1M | 6.2% |
| NEE NEXTERA ENERGY INC COM | 881,015 | $77.3M | 5.2% |
| ICE INTERCONTINENTAL EXCHANGE INC | 539,355 | $66.4M | 4.4% |
| TRNO TERRENO RLTY CORP COM | 1,017,056 | $65.9M | 4.4% |
| MSFT MICROSOFT CORP COM | 174,326 | $65.0M | 4.4% |
| RMD RESMED INC COM | 329,854 | $64.3M | 4.3% |
| STERIS PLC SHS USD | 297,826 | $62.7M | 4.2% |
| JKHY JACK HENRY & ASSOCIATES, INC. | 426,009 | $58.7M | 3.9% |
| BRO BROWN & BROWN INC | 889,649 | $57.1M | 3.8% |
| SYK STRYKER CORP COM | 178,927 | $56.3M | 3.8% |
| ROP ROPER TECHNOLOGIES INC COM | 160,003 | $54.1M | 3.6% |
| CHD CHURCH & DWIGHT INC COM | 549,790 | $53.3M | 3.6% |
| V VISA INC CL A | 135,323 | $46.4M | 3.1% |
| BLK BLACKROCK INC COM | 47,744 | $45.9M | 3.1% |
| MA MASTERCARD INC CL A | 85,826 | $44.1M | 3.0% |
| ABT ABBOTT LABORATORIES | 476,553 | $43.2M | 2.9% |
| PG PROCTER & GAMBLE CO | 291,482 | $42.7M | 2.9% |
| REPUBLIC SVCS INC COM | 192,002 | $40.9M | 2.7% |
| WCN WASTE CONNECTIONS INC COM | 244,098 | $40.7M | 2.7% |
| MCD MCDONALDS CORP COM | 137,575 | $37.2M | 2.5% |
| EXPEDITORS INTL WASH | 220,011 | $35.9M | 2.4% |
| ZTS ZOETIS INC CL A | 498,095 | $35.8M | 2.4% |
| JNJ JOHNSON & JOHNSON COM | 136,198 | $34.6M | 2.3% |
| COST COSTCO WHOLESALE CORP | 33,676 | $31.5M | 2.1% |
| INTU INTUIT COM | 104,162 | $27.2M | 1.8% |
SEC FORM 13F · Q2 2026 · VALUES AS REPORTED, NOT PRICES
New positions this quarter
Held at 2026-06-30, not at 2026-03-31 · 5 in all · reported value as of 2026-06-30
Sold out
Held at 2026-03-31, gone by 2026-06-30 · 20 in all · reported value as of 2026-03-31
| Holding | Shares 2026-03-31 | Reported value | % of portfolio then |
|---|---|---|---|
| GENPACT LIMITED SHS | 2,531,821 | $94.3M | 4.6% |
| T AT&T INC | 14,490 | $420.1K | <0.1% |
| AMERICAN ELEC PWR INC COM | 2,924 | $383.3K | <0.1% |
| JPM JPMORGAN CHASE & CO | 1,164 | $342.4K | <0.1% |
| DUK DUKE ENERGY CORP NEW | 2,599 | $340.3K | <0.1% |
| XOM EXXON MOBIL CORP | 1,960 | $332.5K | <0.1% |
| CVX CHEVRON CORP | 1,583 | $327.5K | <0.1% |
| VZ VERIZON COMMUNICATIONS | 6,453 | $323.9K | <0.1% |
| BRK-B BERKSHIRE HATHAWAY B | 623 | $298.5K | <0.1% |
| RTX RAYTHEON TECHNOLOGIES COM | 1,497 | $288.8K | <0.1% |
| COR AMERISOURCEBERGEN CORP COM | 919 | $288.7K | <0.1% |
| CAT CATERPILLAR INC DEL COM | 375 | $265.7K | <0.1% |
| JOHNSON CTLS INC COM | 1,910 | $250.1K | <0.1% |
| NVS NOVARTIS A G SPONSORED ADR | 1,596 | $243.8K | <0.1% |
| SPY SPDR TR UNIT SER 1 | 367 | $238.7K | <0.1% |
| UNH UNITEDHEALTH GROUP INC COM | 867 | $234.6K | <0.1% |
| KNSL KINSALE CAP GROUP INC COM | 673 | $229.9K | <0.1% |
| GWW GRAINGER W W INC COM | 207 | $225.8K | <0.1% |
| Q QNITY ELECTRONICS INC COMMON S | 1,781 | $205.5K | <0.1% |
| ENB ENBRIDGE INC COM | 3,699 | $200.3K | <0.1% |
Biggest increases and decreases
Positions held at both quarter ends, by change in shares · reported value as of 2026-06-30
Increases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| MCD MCDONALDS CORP COM | 86,791 | 137,575 | +58.5% | $37.2M |
| NDAQ NASDAQ OMX GROUP INC COM | 163,632 | 226,710 | +38.5% | $17.9M |
Decreases
| Holding | Shares 2026-03-31 | Shares 2026-06-30 | Change | Reported value |
|---|---|---|---|---|
| ADP AUTOMATIC DATA PROCESSING | 163,827 | 2,061 | -98.7% | $461.6K |
| APH AMPHENOL CORP NEW CL A | 678,771 | 522,227 | -23.1% | $92.1M |
| BDX BECTON DICKINSON & CO COM | 240,501 | 92,167 | -61.7% | $13.9M |
| ICE INTERCONTINENTAL EXCHANGE INC | 720,083 | 539,355 | -25.1% | $66.4M |
| MSFT MICROSOFT CORP COM | 232,481 | 174,326 | -25.0% | $65.0M |
| RMD RESMED INC COM | 436,912 | 329,854 | -24.5% | $64.3M |
| STERIS PLC SHS USD | 396,763 | 297,826 | -24.9% | $62.7M |
| JKHY JACK HENRY & ASSOCIATES, INC. | 571,425 | 426,009 | -25.4% | $58.7M |
| NEE NEXTERA ENERGY INC COM | 1,102,977 | 881,015 | -20.1% | $77.3M |
| BRO BROWN & BROWN INC | 1,185,144 | 889,649 | -24.9% | $57.1M |
| CHD CHURCH & DWIGHT INC COM | 736,419 | 549,790 | -25.3% | $53.3M |
| ROP ROPER TECHNOLOGIES INC COM | 212,009 | 160,003 | -24.5% | $54.1M |
CIK 1694284 · 13F FILINGS ON EDGAR · INFORMATIONAL ONLY
