Tandem Investment Advisors, Inc. 13F Holdings · Q2 2026
Tandem Investment Advisors, Inc. reported 68 securities worth $1.49B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: APH (6.17%), NEE (5.18%), ICE (4.45%). Among its top 25 positions this quarter: 1 added, 24 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW CL A | $92.1M | 6.17% | 522,227 | Trimmed |
| 2 | NEE | NEXTERA ENERGY INC COM | $77.3M | 5.18% | 881,015 | Trimmed |
| 3 | ICE | INTERCONTINENTAL EXCHANGE INC | $66.4M | 4.45% | 539,355 | Trimmed |
| 4 | TRNO | TERRENO RLTY CORP COM | $65.9M | 4.41% | 1.0M | Trimmed |
| 5 | MSFT | MICROSOFT CORP COM | $65.0M | 4.36% | 174,326 | Trimmed |
| 6 | RMD | RESMED INC COM | $64.3M | 4.31% | 329,854 | Trimmed |
| 7 | STE | STERIS PLC SHS USD | $62.7M | 4.20% | 297,826 | Trimmed |
| 8 | JKHY | JACK HENRY & ASSOCIATES, INC. | $58.7M | 3.93% | 426,009 | Trimmed |
| 9 | BRO | BROWN & BROWN INC | $57.1M | 3.82% | 889,649 | Trimmed |
| 10 | SYK | STRYKER CORP COM | $56.3M | 3.77% | 178,927 | Trimmed |
| 11 | ROP | ROPER TECHNOLOGIES INC COM | $54.1M | 3.63% | 160,003 | Trimmed |
| 12 | CHD | CHURCH & DWIGHT INC COM | $53.3M | 3.57% | 549,790 | Trimmed |
| 13 | V | VISA INC CL A | $46.4M | 3.11% | 135,323 | Trimmed |
| 14 | BLK | BLACKROCK INC COM | $45.9M | 3.07% | 47,744 | Trimmed |
| 15 | MA | MASTERCARD INC CL A | $44.1M | 2.95% | 85,826 | Trimmed |
| 16 | ABT | ABBOTT LABORATORIES | $43.2M | 2.90% | 476,553 | Trimmed |
| 17 | PG | PROCTER & GAMBLE CO | $42.7M | 2.86% | 291,482 | Trimmed |
| 18 | RSG | REPUBLIC SVCS INC COM | $40.9M | 2.74% | 192,002 | Trimmed |
| 19 | WCN | WASTE CONNECTIONS INC COM | $40.7M | 2.73% | 244,098 | Trimmed |
| 20 | MCD | MCDONALDS CORP COM | $37.2M | 2.49% | 137,575 | Added |
| 21 | EXPD | EXPEDITORS INTL WASH | $35.9M | 2.40% | 220,011 | Trimmed |
| 22 | ZTS | ZOETIS INC CL A | $35.8M | 2.40% | 498,095 | Trimmed |
| 23 | JNJ | JOHNSON & JOHNSON COM | $34.6M | 2.32% | 136,198 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORP | $31.5M | 2.11% | 33,676 | Trimmed |
| 25 | INTU | INTUIT COM | $27.2M | 1.82% | 104,162 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR