Tandem Investment Advisors, Inc.

Name: Tandem Investment Advisors, Inc. 13F holdings, Q2 2026
Creator: Tandem Investment Advisors, Inc.
Published: 2026-07-31

Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 31, 2026), Tandem Investment Advisors, Inc. reported 68 stock positions worth $1.5 billion. Its top holding was Amphenol Class A (APH) at 6.2% of the portfolio, followed by Nextera Energy (NEE, 5.2%) and Intercontinental Exchange (ICE, 4.4%). Compared with Q1 2026, it opened 5 new positions, sold out of 20, added to 2 and reduced 60. The biggest buy was a new position in Pepsico (PEP) and the biggest sale an exit from Genpact (G).

Most Recent 13F: Q2 2026
Location: CHARLESTON, SC
CIK: 0001694284
Portfolio Value: $1.5B (Q2 2026)
SEC Filing: 0001694284-26-000007 ↗ filed Jul 31, 2026

Holdings Value

Holdings 68 stocks · $1.5B


APH Amphenol Corp. Class A	6.17%	522,227	$92.1M	Reduce -23.1%
NEE Nextera Energy Inc.	5.18%	881,015	$77.3M	Reduce -20.1%
ICE Intercontinental Exchange Inc.	4.45%	539,355	$66.4M	Reduce -25.1%
TRNO Terreno Realty Corp.	4.41%	1,017,056	$65.9M	Reduce -15.7%
MSFT Microsoft Corp.	4.36%	174,326	$65.0M	Reduce -25.0%
RMD Resmed Inc.	4.31%	329,854	$64.3M	Reduce -24.5%
STE Steris Ltd.	4.20%	297,826	$62.7M	Reduce -24.9%
JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC	3.93%	426,009	$58.7M	Reduce -25.4%
BRO Brown & Brown Inc.	3.82%	889,649	$57.1M	Reduce -24.9%
SYK Stryker Corp.	3.77%	178,927	$56.3M	Reduce -22.9%
ROP Roper Technologies Inc.	3.63%	160,003	$54.1M	Reduce -24.5%
CHD Church & Dwight Co. Inc.	3.57%	549,790	$53.3M	Reduce -25.3%
V Visa Inc. Class A	3.11%	135,323	$46.4M	Reduce -26.2%
BLK BlackRock Finance Inc.	3.07%	47,744	$45.9M	Reduce -23.8%
MA Mastercard Inc. Class A	2.95%	85,826	$44.1M	Reduce -24.1%
ABT Abbott Laboratories	2.90%	476,553	$43.2M	Reduce -24.4%
PG The Procter & Gamble Co.	2.86%	291,482	$42.7M	Reduce -5.6%
RSG Republic Services Inc.	2.74%	192,002	$40.9M	Reduce -5.8%
WCN Waste Connections Inc.	2.73%	244,098	$40.7M	Reduce -24.7%
MCD McDonald's Corp.	2.49%	137,575	$37.2M	Add +58.5%
EXPD Expeditors Intl Wash Inc.	2.40%	220,011	$35.9M	Reduce -26.3%
ZTS Zoetis Inc.	2.40%	498,095	$35.8M	Reduce -26.7%
JNJ Johnson & Johnson	2.32%	136,198	$34.6M	Reduce -22.9%
COST Costco Wholesale Corp.	2.11%	33,676	$31.5M	Reduce -22.4%
INTU Intuit Inc.	1.82%	104,162	$27.2M	Reduce -25.0%
VRSK Verisk Analytics Inc.	1.76%	146,646	$26.3M	Reduce -24.9%
PEP Pepsico Inc.	1.75%	193,158	$26.2M	New
ROL Rollins Inc.	1.72%	615,789	$25.7M	New
WISCONSIN ENERGY CORP filed as WEC ENERGY GROUP INC	1.37%	174,860	$20.4M	Reduce -23.9%
CTAS Cintas Corp.	1.34%	117,838	$20.0M	New
BR Broadridge Financial Solutio	1.28%	139,968	$19.2M	Reduce -24.4%
NDAQ Nasdaq Inc.	1.20%	226,710	$17.9M	Add +38.5%
BDX Becton Dickinson and Co.	0.93%	92,167	$13.9M	Reduce -61.7%
MEDP Medpace Holdings Inc.	0.33%	9,358	$5.0M	Reduce -21.6%
FTNT Fortinet Inc.	0.31%	29,858	$4.6M	Reduce -24.2%
IDXX Idexx Laboratories Inc.	0.30%	8,389	$4.4M	Reduce -19.1%
QLYS Qualys Inc.	0.27%	29,188	$4.0M	Reduce -22.4%
ORLY O'reilly Automotive Inc.	0.23%	36,587	$3.4M	Reduce -15.9%
ISRG Intuitive Surgical Inc.	0.21%	7,793	$3.1M	Reduce -21.8%
AKAM Akamai Technologies Inc.	0.16%	20,732	$2.5M	Reduce -19.8%
TYL Tyler Technologies Inc.	0.14%	7,246	$2.1M	Reduce -21.7%
SNPS Synopsys Inc.	0.13%	4,271	$1.9M	Reduce -20.9%
ABBV Abbvie Inc.	0.12%	6,933	$1.7M	Reduce -17.2%
MNST Monster Beverage Corp.	0.10%	14,979	$1.4M	New
ADBE Adobe Inc.	0.07%	5,146	$1.1M	Reduce -59.4%
CBOE Cboe Global Markets Inc.	0.06%	3,451	$837K	Reduce -43.1%
TJX TJX Companies Inc. filed as TJX COS INC NEW	0.06%	5,475	$829K	Reduce -1.9%
AAPL Apple Inc.	0.04%	1,942	$562K	Reduce -31.2%
RY Royal Bank of Canada	0.04%	2,700	$559K	Reduce -4.8%
WMT Walmart Inc.	0.03%	4,291	$486K	Reduce -21.9%
ADP Automatic Data Processing	0.03%	2,061	$462K	Reduce -98.7%
FAST Fastenal Co.	0.03%	9,190	$441K	Reduce -25.6%
MO Altria Group Inc.	0.03%	5,984	$431K	Reduce -40.7%
PM Philip Morris International	0.03%	2,368	$428K	Reduce -55.6%
BX Blackstone Inc.	0.03%	3,422	$403K	Reduce -2.5%
KO The Coca-Cola Co.	0.03%	4,818	$392K	Reduce -32.5%
GOOG Google LLC Class C filed as ALPHABET INC CL C	0.02%	975	$344K	Reduce -20.0%
TFC Truist Financial Corp.	0.02%	6,538	$326K	No change
LOW Lowe's Cos Inc.	0.02%	1,310	$289K	Reduce -37.4%
HD Home Depot Inc.	0.02%	780	$275K	Reduce -2.0%
NVDA Nvidia Corp.	0.02%	1,255	$251K	New
ACN Accenture PLC Class A	0.02%	1,965	$245K	Reduce -35.3%
AMZN Amazon.com Inc.	0.02%	1,015	$242K	Reduce -31.1%
MSCI MSCI Inc.	0.02%	422	$236K	Reduce -24.5%
BMI Badger Meter Inc.	0.02%	1,562	$232K	Reduce -16.3%
GE General Electric Company filed as GE Aerospace	0.01%	591	$221K	Reduce -22.3%
FDS Factset Research Systems Inc.	0.01%	900	$207K	Reduce -5.4%
GOOGLE LLC-CL A	0.01%	566	$202K	Reduce -41.4%

Portfolio Sells Q1 2026 → Q2 2026


G Genpact Ltd.	Sold out	0.00%	−4.62
ADP Automatic Data Processing	Reduce -98.7%	0.03%	−1.60
ZTS Zoetis Inc.	Reduce -26.7%	2.40%	−1.54
INTU Intuit Inc.	Reduce -25.0%	1.82%	−1.12
ICE Intercontinental Exchange Inc.	Reduce -25.1%	4.45%	−1.10
BDX Becton Dickinson and Co.	Reduce -61.7%	0.93%	−0.92
RMD Resmed Inc.	Reduce -24.5%	4.31%	−0.50
JKHY Jack Henry & Associates Inc.	Reduce -25.4%	3.93%	−0.50
ABT Abbott Laboratories	Reduce -24.4%	2.90%	−0.28
BR Broadridge Financial Solutio	Reduce -24.4%	1.28%	−0.19
STE Steris Ltd.	Reduce -24.9%	4.20%	−0.10
ADBE Adobe Inc.	Reduce -59.4%	0.07%	−0.08
VRSK Verisk Analytics Inc.	Reduce -24.9%	1.76%	−0.05
ROP Roper Technologies Inc.	Reduce -24.5%	3.63%	−0.05
CBOE Cboe Global Markets Inc.	Reduce -43.1%	0.06%	−0.03
T AT&T Inc.	Sold out	0.00%	−0.02
AEP American Electric Power	Sold out	0.00%	−0.02
ISRG Intuitive Surgical Inc.	Reduce -21.8%	0.21%	−0.02
JPM JPMorgan Chase & Co.	Sold out	0.00%	−0.02
DUK Duke Energy Corp.	Sold out	0.00%	−0.02
XOM Exxon Mobil Corp.	Sold out	0.00%	−0.02
CVX Chevron Corp.	Sold out	0.00%	−0.02
VZ Verizon Communications Inc.	Sold out	0.00%	−0.02
BERKSHIRE HATHAWAY INC	Sold out	0.00%	−0.01
PM Philip Morris International	Reduce -55.6%	0.03%	−0.01
COR Cencora Inc.	Sold out	0.00%	−0.01
RTX RTX Corp.	Sold out	0.00%	−0.01
TYL Tyler Technologies Inc.	Reduce -21.7%	0.14%	−0.01
ACN Accenture PLC Class A	Reduce -35.3%	0.02%	−0.01
CAT Caterpillar Inc.	Sold out	0.00%	−0.01
JCI Johnson Controls Inc.	Sold out	0.00%	−0.01
NVS Novartis AG-Sponsored ADR	Sold out	0.00%	−0.01
SPY SS SPDR S&P 500 ETF Trust-US	Sold out	0.00%	−0.01
UNH Unitedhealth Group Inc.	Sold out	0.00%	−0.01
KNSL Kinsale Capital Group Inc.	Sold out	0.00%	−0.01
GWW WW Grainger Inc.	Sold out	0.00%	−0.01
COST Costco Wholesale Corp.	Reduce -22.4%	2.11%	−0.01
Q Qnity Electronics Inc.	Sold out	0.00%	−0.01
ENB Enbridge Inc.	Sold out	0.00%	−0.01
LOW Lowe's Cos Inc.	Reduce -37.4%	0.02%	−0.00
MO Altria Group Inc.	Reduce -40.7%	0.03%	−0.00
WMT Walmart Inc.	Reduce -21.9%	0.03%	−0.00
KO The Coca-Cola Co.	Reduce -32.5%	0.03%	−0.00
GOOGLE LLC-CL A	Reduce -41.4%	0.01%	−0.00
MSCI MSCI Inc.	Reduce -24.5%	0.02%	+0.00
AMZN Amazon.com Inc.	Reduce -31.1%	0.02%	+0.00
FAST Fastenal Co.	Reduce -25.6%	0.03%	+0.00
BMI Badger Meter Inc.	Reduce -16.3%	0.02%	+0.00
AAPL Apple Inc.	Reduce -31.2%	0.04%	+0.00
FDS Factset Research Systems Inc.	Reduce -5.4%	0.01%	+0.00

Portfolio Buys Q1 2026 → Q2 2026


PEP Pepsico Inc.	New	1.75%	+1.75
ROL Rollins Inc.	New	1.72%	+1.72
CTAS Cintas Corp.	New	1.34%	+1.34
MCD McDonald's Corp.	Add +58.5%	2.49%	+1.17
NDAQ Nasdaq Inc.	Add +38.5%	1.20%	+0.52
MNST Monster Beverage Corp.	New	0.10%	+0.10
NVDA Nvidia Corp.	New	0.02%	+0.02

All Filings

Quarter	Positions	13F Reported Value	Top Holdings
Q2 2026	68	$1.5B	APH, NEE, ICE, TRNO, MSFT
Q1 2026	83	$2.0B	ICE, NEE, RMD, G, JKHY
Q4 2025	83	$2.7B	V, ICE, G, APH, ABT
Q3 2025	80	$2.9B	APH, V, ICE, RMD, ABT
Q2 2025	69	$2.9B	V, ICE, ABT, RMD, APH
Q1 2025	70	$2.9B	CBOE, V, ICE, ABT, JKHY
Q4 2024	84	$2.6B	CBOE, V, ICE, FDS, RMD
Q3 2024	87	$2.6B	CBOE, RMD, ICE, V, FDS
Q2 2024	81	$2.5B	CBOE, V, ICE, ABT, FDS
Q1 2024	88	$2.6B	CBOE, V, FDS, ABT, ICE