Q2 2026 13F · SEC CIK 1694284

Tandem Investment Advisors, Inc.

Wealth managerFiled 2026-07-31 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $1.5B
Reported positions: 68
Top holdings a year, 3 yrs: +2.6%
Assets under management: $3.5B

Tandem Investment Advisors, Inc. is a wealth manager that reported 68 positions worth $1.5B in its Q2 2026 13F, filed 2026-07-31. Its largest holdings were Amphenol Corp (APH, 6.2%), Nextera Energy Inc Com (NEE, 5.2%), Intercontinental Exchange in (ICE, 4.4%). A portfolio copying its top holdings returned 2.6% a year over the last 3 years, against 20.4% for the S&P 500.

Tandem Investment Advisors, Inc. holdings largest 50 of 68 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Tandem Investment Advisors, Inc. 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
APHAmphenol Corp	6.2%	4.2%	522,227	-23.1%	$92.1M
NEENextera Energy Inc Com	5.2%	5.0%	881,015	-20.1%	$77.3M
ICEIntercontinental Exchange in	4.4%	5.6%	539,355	-25.1%	$66.4M
TRNOTerreno Rlty Corp	4.4%	3.6%	1,017,056	-15.7%	$65.9M
MSFTMicrosoft Corp	4.4%	4.2%	174,326	-25.0%	$65.0M
RMDResmed Inc	4.3%	4.8%	329,854	-24.5%	$64.3M
STESteris PLC	4.2%	4.3%	297,826	-24.9%	$62.7M
JKHYHenry Jack & Assoc Inc	3.9%	4.4%	426,009	-25.4%	$58.7M
BROBrown & Brown Inc	3.8%	3.8%	889,649	-24.9%	$57.1M
SYKStryker Corporation	3.8%	3.7%	178,927	-22.9%	$56.3M
ROPRoper Technologies Inc Com	3.6%	3.7%	160,003	-24.5%	$54.1M
CHDChurch & Dwight Co Inc	3.6%	3.4%	549,790	-25.3%	$53.3M
VVisa Inc Com Cl A	3.1%	2.7%	135,323	-26.2%	$46.4M
BLKBlackrock Inc	3.1%	3.0%	47,744	-23.8%	$45.9M
MAMastercard Inc.	3.0%	2.8%	85,826	-24.1%	$44.1M
ABTAbbott Laboratories	2.9%	3.2%	476,553	-24.4%	$43.2M
PGProcter & Gamble Co Com	2.9%	2.2%	291,482	-5.6%	$42.7M
RSGRepublic Svcs Inc	2.7%	2.2%	192,002	-5.8%	$40.9M
WCNWaste Connections Inc	2.7%	2.6%	244,098	-24.7%	$40.7M
MCDMcdonalds Corp Com	2.5%	1.3%	137,575	+58.5%	$37.2M
EXPDExpeditors International of Wa	2.4%	2.1%	220,011	-26.3%	$35.9M
ZTSZoetis Inc	2.4%	3.9%	498,095	-26.7%	$35.8M
JNJJohnson & Johnson	2.3%	2.1%	136,198	-22.9%	$34.6M
COSTCostco Whsl Corp New	2.1%	2.1%	33,676	-22.4%	$31.5M
INTUIntuit	1.8%	2.9%	104,162	-25.0%	$27.2M
VRSKVerisk Analytics Inc	1.8%	1.8%	146,646	-24.9%	$26.3M
PEPPepsico Inc	1.8%	—	193,158	—	$26.2M
ROLRollins Inc	1.7%	—	615,789	—	$25.7M
WECWec Energy Group Inc	1.4%	1.3%	174,860	-23.9%	$20.4M
CTASCintas Corp	1.3%	—	117,838	—	$20.0M
BRBroadridge Financial Solutions	1.3%	1.5%	139,968	-24.4%	$19.2M
NDAQNasdaq Inc	1.2%	0.7%	226,710	+38.5%	$17.9M
BDXBecton Dickinson & Co	0.9%	1.9%	92,167	-61.7%	$13.9M
MEDPMedpace Hldgs Inc	0.3%	0.3%	9,358	-21.6%	$5.0M
FTNTFortinet Inc	0.3%	0.2%	29,858	-24.2%	$4.6M
IDXXIdexx Labs Inc	0.3%	0.3%	8,389	-19.1%	$4.4M
QLYSQualys Inc	0.3%	0.2%	29,188	-22.4%	$4.0M
ORLYO'Reilly Automotive Inc	0.2%	0.2%	36,587	-15.9%	$3.4M
ISRGIntuitive Surgical Inc	0.2%	0.2%	7,793	-21.8%	$3.1M
AKAMAkamai Technologies Inc	0.2%	0.1%	20,732	-19.8%	$2.5M
TYLTyler Technologies Inc	0.1%	0.2%	7,246	-21.7%	$2.1M
SNPSSynopsys Inc	0.1%	0.1%	4,271	-20.9%	$1.9M
ABBVAbbvie Inc	0.1%	0.1%	6,933	-17.2%	$1.7M
MNSTMonster Beverage Corp New	0.1%	—	14,979	—	$1.4M
ADBEAdobe Inc	0.1%	0.2%	5,146	-59.4%	$1.1M
CBOECboe Global Mkts Inc	0.1%	0.1%	3,451	-43.1%	$837K
TJXTjx Cos Inc New Com	0.1%	0.0%	5,475	-2.0%	$829K
AAPLApple Inc	0.0%	0.0%	1,942	-31.2%	$562K
RYRoyal Bank of Canada	0.0%	—	2,700	—	$559K
WMTWalmart Inc	0.0%	0.0%	4,291	-21.9%	$486K

What Tandem Investment Advisors, Inc. bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: -9.4% /yr; S&P 500 +20.1%
3 years: +2.6% /yr; S&P 500 +20.4%
5 years: +0.7% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value and rebuilt each quarter on the day the filing became public. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$1.5B	68
Q1 2026	$2.0B	83
Q4 2025	$2.7B	82
Q3 2025	$2.9B	80
Q2 2025	$2.9B	69
Q1 2025	$2.9B	70
Q4 2024	$2.6B	84
Q3 2024	$2.6B	86
Q2 2024	$2.5B	81
Q1 2024	$2.6B	88
Q4 2023	$2.5B	81
Q3 2023	$2.4B	81

Questions about Tandem Investment Advisors, Inc.'s portfolio

What stocks does Tandem Investment Advisors, Inc. own?

Tandem Investment Advisors, Inc.'s latest 13F, for Q2 2026 and filed Jul 31, 2026, lists 68 positions worth $1.5B. The largest are Amphenol Corp (APH) at 6.2%, Nextera Energy Inc Com (NEE) at 5.2%, Intercontinental Exchange in (ICE) at 4.4%, Terreno Rlty Corp (TRNO) at 4.4% and Microsoft Corp (MSFT) at 4.4%.

What did Tandem Investment Advisors, Inc. buy last quarter?

In Q2 2026, Tandem Investment Advisors, Inc. added Mcdonalds Corp Com (MCD) (+58.5% shares) and Nasdaq Inc (NDAQ) (+38.5% shares), compared with its Q1 2026 filing.

What did Tandem Investment Advisors, Inc. sell last quarter?

In Q2 2026, Tandem Investment Advisors, Inc. cut from its top 50 Genpact Limited (G), cut from its top 50 Automatic Data Processing Inc Com (ADP), cut from its top 50 Philip Morris Intl Inc Com (PM), cut from its top 50 Altria Group Inc (MO), cut from its top 50 Accenture PLC Ireland Shs Class A (ACN), Becton Dickinson & Co (BDX) (-61.7% shares), Adobe Inc (ADBE) (-59.4% shares) and Cboe Global Mkts Inc (CBOE) (-43.1% shares), compared with its Q1 2026 filing.

How has Tandem Investment Advisors, Inc.'s portfolio performed?

A portfolio copying Tandem Investment Advisors, Inc.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +2.6% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -9.4% against +20.1%. Over 5 years: +0.7% a year against +11.6%.

When is Tandem Investment Advisors, Inc.'s next 13F filing due?

13F filings are due 45 days after each quarter ends. Tandem Investment Advisors, Inc.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.

How much money does Tandem Investment Advisors, Inc. manage?

Tandem Investment Advisors, Inc. reported $3.5B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $1.5B.