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Tandem Investment Advisors, Inc.

CIK 1694284 · latest 13F filed 31 July 2026 · Read the filing on EDGAR

Tandem Investment Advisors, Inc. reported 68 US-listed holdings worth $1.49 billion in its 13F for the quarter ended 30 June 2026, filed 31 July 2026. Its largest: Amphenol Corp. (6.2%), NextEra Energy Inc. (5.2%) and Intercontinental Exchange, Inc. (4.4%). Against the quarter before, it opened 5 positions, added to 2, trimmed 60 and sold out of 20.

Reported holdings$1.49B-26.8% on Q1 2026
Positions68-15 on Q1 2026
The largest ten44.6%of its reported holdings
Latest 13FQ2 2026filed 31 July 2026
Where the money is
Trimmed
APH6.2%NEE5.2%ICE4.4%TRNO4.4%MSFT4.4%RMD4.3%Steris4.2%JKHY3.9%BRO3.8%SYK3.8%ROP3.6%CHD3.6%V3.1%BlackRock3.1%54 more42.0%

The 14 largest of its 68 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.

Reported holdings, quarter by quarter
Q3 2024: $2.64 billion in 87 positions$2.64BQ3 24Q4 2024: $2.64 billion in 84 positions$2.64BQ4 24Q1 2025: $2.87 billion in 70 positions$2.87BQ1 25Q2 2025: $2.86 billion in 69 positions$2.86BQ2 25Q3 2025: $2.93 billion in 80 positions$2.93BQ3 25Q4 2025: $2.69 billion in 83 positions$2.69BQ4 25Q1 2026: $2.04 billion in 83 positions$2.04BQ1 26Q2 2026: $1.49 billion in 68 positions$1.49BQ2 26

What the fund reported holding at each quarter's end; hover a bar for the number of positions

What it did on the quarter

Opened 5Added 2Held 1Trimmed 60Sold out 20
Opened: 5Added: 2Held: 1Trimmed: 60Sold out: 20

Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held

Opened 5

  1. PepsiCo Inc. PEP$26.2 million
  2. Rollins Inc. ROL$25.7 million
  3. Cintas Corp. CTAS$20.0 million
  4. Monster Beverage Corp. MNST$1.4 million
  5. NVIDIA Corp. NVDA$251,112

Added to 2

  1. McDonald's Corp. MCD+50,784 shares · +59%
  2. Nasdaq, Inc. NDAQ+63,078 shares · +39%

Trimmed 60

  1. Automatic Data Processing Inc. ADP-161,766 shares · -99%
  2. Amphenol Corp. APH-156,544 shares · -23%
  3. Becton Dickinson & Co. BDX-148,334 shares · -62%
  4. Intercontinental Exchange, Inc. ICE-180,728 shares · -25%
  5. Microsoft Corp. MSFT-58,155 shares · -25%
  6. Resmed Inc. RMD-107,058 shares · -25%
  7. Steris PLC SHS Usd-98,937 shares · -25%
  8. Jack Henry & Associates Inc. JKHY-145,416 shares · -25%

and 52 more in the table below

Sold out of 20

  1. Genpact Ltd. G$94.3 million last quarter
  2. AT&T Inc. T$420,065 last quarter
  3. American Electric Power Co. Inc. AEP$383,278 last quarter
  4. JPMorgan Chase & Co. JPM$342,402 last quarter
  5. Duke Energy Corp. DUK$340,313 last quarter
  6. ExxonMobil Holdings Corp. XOM$332,534 last quarter
  7. Chevron Corp. CVX$327,523 last quarter
  8. Verizon Communications Inc. VZ$323,941 last quarter

What it holds

CompanySharesValueOf its bookChange in shares
Amphenol Corp. APH522,227$92.1 million6.17%-156,544
NextEra Energy Inc. NEE881,015$77.3 million5.18%-221,962
Intercontinental Exchange, Inc. ICE539,355$66.4 million4.45%-180,728
Terreno Realty Corp. TRNO1,017,056$65.9 million4.41%-189,937
Microsoft Corp. MSFT174,326$65.0 million4.36%-58,155
Resmed Inc. RMD329,854$64.3 million4.31%-107,058
Steris PLC SHS Usd297,826$62.7 million4.20%-98,937
Jack Henry & Associates Inc. JKHY426,009$58.7 million3.93%-145,416
Brown & Brown, Inc. BRO889,649$57.1 million3.82%-295,495
Stryker Corp. SYK178,927$56.3 million3.77%-53,252
Roper Technologies Inc. ROP160,003$54.1 million3.63%-52,006
Church & Dwight Co. Inc. CHD549,790$53.3 million3.57%-186,629
Visa Inc. V135,323$46.4 million3.11%-48,007
BlackRock Inc.47,744$45.9 million3.07%-14,875
Mastercard Inc. MA85,826$44.1 million2.95%-27,285
Abbott Laboratories ABT476,553$43.2 million2.90%-154,043
Procter & Gamble Co. PG291,482$42.7 million2.86%-17,190
Republic Services, Inc. RSG192,002$40.9 million2.74%-11,759
Waste Connections Inc. WCN244,098$40.7 million2.73%-79,925
McDonald's Corp. MCD137,575$37.2 million2.49%+50,784
Expeditors International of Washington Inc. EXPD220,011$35.9 million2.40%-78,659
Zoetis Inc. ZTS498,095$35.8 million2.40%-181,659
Johnson & Johnson JNJ136,198$34.6 million2.32%-40,398
Costco Wholesale Corp. COST33,676$31.5 million2.11%-9,736
Intuit Inc. INTU104,162$27.2 million1.82%-34,715
Verisk Analytics, Inc. VRSK146,646$26.3 million1.76%-48,643
PepsiCo Inc. PEP193,158$26.2 million1.75%new
Rollins Inc. ROL615,789$25.7 million1.72%new
W E C Energy Group Inc.174,860$20.4 million1.37%-54,770
Cintas Corp. CTAS117,838$20.0 million1.34%new
Broadridge Financial Solutions, Inc. BR139,968$19.2 million1.28%-45,253
Nasdaq, Inc. NDAQ226,710$17.9 million1.20%+63,078
Becton Dickinson & Co. BDX92,167$13.9 million0.93%-148,334
Medpace Holdings, Inc. MEDP9,358$5.0 million0.33%-2,571
Fortinet, Inc. FTNT29,858$4.6 million0.31%-9,510
IDEXX Laboratories Inc. IDXX8,389$4.4 million0.30%-1,987
Qualys, Inc. QLYS29,188$4.0 million0.27%-8,422
O'Reilly Automotive, Inc. ORLY36,587$3.4 million0.23%-6,904
Intuitive Surgical Inc. ISRG7,793$3.1 million0.21%-2,178
Akamai Technologies Inc. AKAM20,732$2.5 million0.16%-5,129
Tyler Technologies Inc. TYL7,246$2.1 million0.14%-2,009
Synopsys Inc. SNPS4,271$1.9 million0.13%-1,130
AbbVie Inc. ABBV6,933$1.7 million0.12%-1,442
Monster Beverage Corp. MNST14,979$1.4 million0.10%new
Adobe Inc. ADBE5,146$1.1 million0.07%-7,515
Cboe Global Markets, Inc. CBOE3,451$837,4540.06%-2,618
TJX Companies Inc. TJX5,475$829,4620.06%-109
Apple Inc. AAPL1,942$561,9370.04%-879
Royal Bank of Canada RY2,700$558,8190.04%-137
Walmart Inc. WMT4,291$485,9980.03%-1,201
Automatic Data Processing Inc. ADP2,061$461,5600.03%-161,766
Fastenal Co. FAST9,190$441,3950.03%-3,166
Altria Group, Inc. MO5,984$430,5480.03%-4,101
Philip Morris International Inc. PM2,368$428,3940.03%-2,961
Blackstone Inc. BX3,422$402,6660.03%-88
Coca-Cola Co. KO4,818$391,5580.03%-2,318
Alphabet975$344,4960.02%-244
Truist Financial Corp. TFC6,538$325,7230.02%no change
Lowe's Companies Inc. LOW1,310$288,8410.02%-784
Home Depot, Inc. HD780$275,0900.02%-16
NVIDIA Corp. NVDA1,255$251,1120.02%new
Accenture plc ACN1,965$244,5240.02%-1,074
Amazon.com Inc. AMZN1,015$241,9150.02%-458
MSCI Inc. MSCI422$236,3360.02%-137
Badger Meter Inc. BMI1,562$231,7690.02%-303
Ge Aerospace591$220,8740.01%-170
Factset Research Systems Inc. FDS900$207,0720.01%-51
Google Inc. Class A566$202,2710.01%-400
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.
Read moreChange is shares against its 13F for the quarter before; the 20 it sold out of are in the box above.