Tandem Investment Advisors, Inc. 13F 持仓 · 2026年Q2

Tandem Investment Advisors 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 68 只证券，申报市值合计 14.93 亿美元。前几大持仓：APH（6.17%）、NEE（5.18%）、ICE（4.45%）。本季前 25 大持仓中：增持 1 只、减持 24 只。

排名	代码	公司	市值	占组合	股数	变动
1	APH	AMPHENOL CORP NEW CL A	$92.1M	6.17%	522,227	减持
2	NEE	NEXTERA ENERGY INC COM	$77.3M	5.18%	881,015	减持
3	ICE	INTERCONTINENTAL EXCHANGE INC	$66.4M	4.45%	539,355	减持
4	TRNO	TERRENO RLTY CORP COM	$65.9M	4.41%	1.0M	减持
5	MSFT	MICROSOFT CORP COM	$65.0M	4.36%	174,326	减持
6	RMD	RESMED INC COM	$64.3M	4.31%	329,854	减持
7	STE	STERIS PLC SHS USD	$62.7M	4.20%	297,826	减持
8	JKHY	JACK HENRY & ASSOCIATES, INC.	$58.7M	3.93%	426,009	减持
9	BRO	BROWN & BROWN INC	$57.1M	3.82%	889,649	减持
10	SYK	STRYKER CORP COM	$56.3M	3.77%	178,927	减持
11	ROP	ROPER TECHNOLOGIES INC COM	$54.1M	3.63%	160,003	减持
12	CHD	CHURCH & DWIGHT INC COM	$53.3M	3.57%	549,790	减持
13	V	VISA INC CL A	$46.4M	3.11%	135,323	减持
14	BLK	BLACKROCK INC COM	$45.9M	3.07%	47,744	减持
15	MA	MASTERCARD INC CL A	$44.1M	2.95%	85,826	减持
16	ABT	ABBOTT LABORATORIES	$43.2M	2.90%	476,553	减持
17	PG	PROCTER & GAMBLE CO	$42.7M	2.86%	291,482	减持
18	RSG	REPUBLIC SVCS INC COM	$40.9M	2.74%	192,002	减持
19	WCN	WASTE CONNECTIONS INC COM	$40.7M	2.73%	244,098	减持
20	MCD	MCDONALDS CORP COM	$37.2M	2.49%	137,575	增持
21	EXPD	EXPEDITORS INTL WASH	$35.9M	2.40%	220,011	减持
22	ZTS	ZOETIS INC CL A	$35.8M	2.40%	498,095	减持
23	JNJ	JOHNSON & JOHNSON COM	$34.6M	2.32%	136,198	减持
24	COST	COSTCO WHOLESALE CORP	$31.5M	2.11%	33,676	减持
25	INTU	INTUIT COM	$27.2M	1.82%	104,162	减持

来源：SEC 13F 申报文件 · 截至 2026-06-30

本期 13F-HR 中的全部持仓，以及相对上季度的变化。

13F 持仓，最新季度

来源SEC EDGAR13F-HR