Tandem Investment Advisors, Inc.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 1, 2024), Tandem Investment Advisors, Inc. reported 81 stock positions worth $2.5 billion. Its top holding was Cboe Global Markets (CBOE) at 5.7% of the portfolio, followed by Visa Class A (V, 4.4%) and Intercontinental Exchange (ICE, 4.2%). Compared with Q1 2024, it opened 1 new position, sold out of 8, added to 41 and reduced 37. The biggest buy was Steris (STE, shares +23%) and the biggest sale Abbvie (ABBV, shares −93%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLESTON, SC
- CIK
- 0001694284
- Portfolio Value
- $2.5B (Q2 2024)
- SEC Filing
- 0001694284-24-000006 ↗ filed Aug 1, 2024
Holdings Value
Holdings 81 stocks · $2.5B
| CBOE Cboe Global Markets Inc. | 5.65% | 835,216 | $142.0M | Add +4.4% |
| V Visa Inc. Class A | 4.40% | 421,532 | $110.6M | Add +3.8% |
| ICE Intercontinental Exchange Inc. | 4.23% | 776,550 | $106.3M | Add +4.4% |
| ABT Abbott Laboratories | 4.12% | 996,326 | $103.5M | Add +3.3% |
| FDS Factset Research Systems Inc. | 4.06% | 250,028 | $102.1M | Add +1.4% |
| RMD Resmed Inc. | 3.82% | 501,391 | $96.0M | Add +3.0% |
| NEE Nextera Energy Inc. | 3.79% | 1,345,676 | $95.3M | Add +0.5% |
| CMCSA Comcast Corp. Class A | 3.56% | 2,287,253 | $89.6M | Add +1.7% |
| BDX Becton Dickinson and Co. | 3.55% | 381,922 | $89.3M | Add +2.3% |
| MSFT Microsoft Corp. | 3.49% | 196,071 | $87.6M | Add +6.8% |
| SYK Stryker Corp. | 3.33% | 245,842 | $83.6M | Reduce -0.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 3.32% | 502,926 | $83.5M | Add +20.4% |
| STE Steris Ltd. | 3.17% | 363,053 | $79.7M | Add +23.0% |
| APH Amphenol Corp. Class A | 3.16% | 1,178,307 | $79.4M | Reduce -3.4% |
| MA Mastercard Inc. Class A | 3.05% | 173,603 | $76.6M | Add +9.1% |
| WTRG Essential Utilities Inc. | 3.01% | 2,023,937 | $75.6M | Add +0.7% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 2.99% | 689,076 | $75.1M | Add +2.5% |
| ACN Accenture PLC Class A | 2.99% | 247,241 | $75.0M | Add +3.2% |
| JNJ Johnson & Johnson | 2.94% | 505,509 | $73.9M | Add +1.7% |
| BLK BlackRock Finance Inc. | 2.77% | 88,433 | $69.6M | Add +8.3% |
| BRO Brown & Brown Inc. | 2.46% | 691,316 | $61.8M | Reduce -0.5% |
| TRNO Terreno Realty Corp. | 2.46% | 1,042,457 | $61.7M | Add +4.5% |
| WCN Waste Connections Inc. | 2.43% | 348,796 | $61.2M | Add +4.5% |
| RSG Republic Services Inc. | 2.12% | 274,147 | $53.3M | Reduce -18.9% |
| BF.B Brown-Forman Corp. Class B | 1.97% | 1,143,962 | $49.4M | Add +1.4% |
| CHD Church & Dwight Co. Inc. | 1.96% | 475,160 | $49.3M | Add +8.1% |
| COST Costco Wholesale Corp. | 1.82% | 53,788 | $45.7M | Reduce -2.4% |
| VRSK Verisk Analytics Inc. | 1.77% | 165,343 | $44.6M | Reduce -0.8% |
| EXPD Expeditors Intl Wash Inc. | 1.77% | 356,322 | $44.5M | Add +5.0% |
| MKTX Marketaxess Holdings Inc. | 1.76% | 220,866 | $44.3M | Add +1.7% |
| ADP Automatic Data Processing | 1.64% | 172,861 | $41.3M | Add +1.3% |
| NKE Nike Inc. Class B | 1.55% | 515,621 | $38.9M | Add +1.3% |
| ROP Roper Technologies Inc. | 1.34% | 59,656 | $33.6M | Add +10.3% |
| SEIC Sei Investments Company | 1.11% | 433,078 | $28.0M | Reduce -40.0% |
| ORLY O'reilly Automotive Inc. | 0.28% | 6,766 | $7.1M | Add +8.0% |
| FISV Fiserv Inc. | 0.24% | 40,490 | $6.0M | Add +7.6% |
| CHKP Check Point Software Tech | 0.21% | 32,302 | $5.3M | Add +5.4% |
| ISRG Intuitive Surgical Inc. | 0.21% | 11,905 | $5.3M | Add +1.1% |
| QLYS Qualys Inc. | 0.18% | 32,525 | $4.6M | Add +2.2% |
| HSIC Henry Schein Inc. | 0.15% | 58,083 | $3.7M | Add +2.5% |
| TYL Tyler Technologies Inc. | 0.15% | 7,368 | $3.7M | Add +0.6% |
| ANSS Ansys Inc. | 0.14% | 11,036 | $3.5M | Add +5.4% |
| AKAM Akamai Technologies Inc. | 0.11% | 29,728 | $2.7M | Add +0.3% |
| FIVE Five Below | 0.10% | 24,141 | $2.6M | Add +26.1% |
| ABBV Abbvie Inc. | 0.07% | 10,851 | $1.9M | Reduce -93.0% |
| AAPL Apple Inc. | 0.05% | 5,714 | $1.2M | Reduce -23.7% |
| WMT Walmart Inc. | 0.04% | 14,086 | $954K | Reduce -6.5% |
| RY Royal Bank of Canada | 0.03% | 8,100 | $862K | Reduce -10.0% |
| UNH Unitedhealth Group Inc. | 0.03% | 1,500 | $764K | Reduce -2.0% |
| KO The Coca-Cola Co. | 0.03% | 10,500 | $668K | Reduce -31.4% |
| FAST Fastenal Co. | 0.03% | 10,000 | $628K | Reduce -0.2% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 5,556 | $612K | Reduce -2.5% |
| BX Blackstone Inc. | 0.02% | 4,020 | $498K | Add +2.5% |
| HD Home Depot Inc. | 0.02% | 1,428 | $492K | Reduce -15.7% |
| JPM JPMorgan Chase & Co. | 0.02% | 2,345 | $474K | Reduce -2.2% |
| AMZN Amazon.com Inc. | 0.02% | 2,408 | $465K | Add +47.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.02% | 819 | $446K | Reduce -30.2% |
| TFC Truist Financial Corp. | 0.02% | 11,334 | $440K | Reduce -6.8% |
| NVEE NV5 Global Inc. | 0.01% | 3,774 | $351K | Reduce -2.5% |
| PG The Procter & Gamble Co. | 0.01% | 2,053 | $339K | Reduce -9.7% |
| GOOGLE LLC-CL A filed as ALPHABET A | 0.01% | 1,792 | $326K | Reduce -28.3% |
| DG Dollar General Corp. | 0.01% | 2,418 | $320K | Add +5.9% |
| EXLS Exlservice Holdings Inc. | 0.01% | 9,458 | $297K | Reduce -2.7% |
| DD Dupont DE Nemours Inc. | 0.01% | 3,532 | $284K | Reduce -1.8% |
| QDEL Quidelortho Corp. | 0.01% | 8,460 | $281K | No change |
| MRK Merck & Co. Inc. | 0.01% | 2,265 | $280K | Reduce -25.6% |
| MO Altria Group Inc. | 0.01% | 5,921 | $270K | Reduce -2.7% |
| ECL Ecolab Inc. | 0.01% | 1,103 | $263K | Add +0.6% |
| CARE Carter Bankshares Inc. | 0.01% | 17,000 | $257K | Reduce -17.1% |
| AMGN Amgen Inc. | 0.01% | 798 | $249K | Reduce -6.1% |
| ET Energy Transfer LP | 0.01% | 15,381 | $249K | New |
| INTU Intuit Inc. | 0.01% | 366 | $241K | Reduce -1.9% |
| PEP Pepsico Inc. | 0.01% | 1,446 | $239K | Reduce -10.2% |
| MCK McKesson Corp. | 0.01% | 404 | $236K | Reduce -19.5% |
| GD General Dynamics Corp. | 0.01% | 788 | $229K | Reduce -0.1% |
| GOOG Google LLC Class C filed as ALPHABET INC CL C | 0.01% | 1,200 | $220K | Reduce -15.8% |
| BBWI Bath & Body Works Inc. | 0.01% | 5,550 | $217K | Reduce -13.3% |
| UPS United Parcel Service Class B | 0.01% | 1,576 | $216K | Reduce -5.4% |
| AME Ametek Inc. | 0.01% | 1,260 | $210K | No change |
| ITW Illinois Tool Works | 0.01% | 861 | $204K | Reduce -1.6% |
| PM Philip Morris International | 0.01% | 2,004 | $203K | Reduce -13.6% |
Portfolio Sells Q1 2024 → Q2 2024
| ABBV Abbvie Inc. | Reduce -93.0% | 0.07% | −1.03 |
| SEIC Sei Investments Company | Reduce -40.0% | 1.11% | −0.89 |
| RSG Republic Services Inc. | Reduce -18.9% | 2.12% | −0.38 |
| SYK Stryker Corp. | Reduce -0.3% | 3.33% | −0.09 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.01 |
| KO The Coca-Cola Co. | Reduce -31.4% | 0.03% | −0.01 |
| CVX Chevron Corp. | Sold out | 0.00% | −0.01 |
| GGG Graco Inc. | Sold out | 0.00% | −0.01 |
| MPC Marathon Petroleum Corp. | Sold out | 0.00% | −0.01 |
| CSCO Cisco Systems Inc. | Sold out | 0.00% | −0.01 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.01 |
| MCD McDonald's Corp. | Sold out | 0.00% | −0.01 |
| PSX Phillips 66 | Sold out | 0.00% | −0.01 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -30.2% | 0.02% | −0.01 |
| HD Home Depot Inc. | Reduce -15.7% | 0.02% | −0.01 |
| FAST Fastenal Co. | Reduce -0.2% | 0.03% | −0.00 |
| MRK Merck & Co. Inc. | Reduce -25.6% | 0.01% | −0.00 |
| BBWI Bath & Body Works Inc. | Reduce -13.3% | 0.01% | −0.00 |
| AAPL Apple Inc. | Reduce -23.7% | 0.05% | −0.00 |
| GOOGLE LLC-CL A | Reduce -28.3% | 0.01% | −0.00 |
| PEP Pepsico Inc. | Reduce -10.2% | 0.01% | −0.00 |
| ITW Illinois Tool Works | Reduce -1.6% | 0.01% | −0.00 |
| MCK McKesson Corp. | Reduce -19.5% | 0.01% | −0.00 |
| UPS United Parcel Service Class B | Reduce -5.4% | 0.01% | −0.00 |
| RY Royal Bank of Canada | Reduce -10.0% | 0.03% | −0.00 |
| PG The Procter & Gamble Co. | Reduce -9.7% | 0.01% | −0.00 |
| TFC Truist Financial Corp. | Reduce -6.8% | 0.02% | −0.00 |
| NVEE NV5 Global Inc. | Reduce -2.5% | 0.01% | −0.00 |
| EXLS Exlservice Holdings Inc. | Reduce -2.7% | 0.01% | −0.00 |
| PM Philip Morris International | Reduce -13.6% | 0.01% | −0.00 |
| CARE Carter Bankshares Inc. | Reduce -17.1% | 0.01% | +0.00 |
| INTU Intuit Inc. | Reduce -1.9% | 0.01% | +0.00 |
| JPM JPMorgan Chase & Co. | Reduce -2.2% | 0.02% | +0.00 |
| GOOG Google LLC Class C | Reduce -15.8% | 0.01% | +0.00 |
| MO Altria Group Inc. | Reduce -2.7% | 0.01% | +0.00 |
| AMGN Amgen Inc. | Reduce -6.1% | 0.01% | +0.00 |
| GD General Dynamics Corp. | Reduce -0.1% | 0.01% | +0.00 |
| DD Dupont DE Nemours Inc. | Reduce -1.8% | 0.01% | +0.00 |
| UNH Unitedhealth Group Inc. | Reduce -2.0% | 0.03% | +0.00 |
| TJX TJX Companies Inc. | Reduce -2.5% | 0.02% | +0.00 |
| WMT Walmart Inc. | Reduce -6.5% | 0.04% | +0.00 |
| BRO Brown & Brown Inc. | Reduce -0.5% | 2.46% | +0.10 |
| VRSK Verisk Analytics Inc. | Reduce -0.8% | 1.77% | +0.25 |
| COST Costco Wholesale Corp. | Reduce -2.4% | 1.82% | +0.26 |
| APH Amphenol Corp. Class A | Reduce -3.4% | 3.16% | +0.44 |
Portfolio Buys Q1 2024 → Q2 2024
| STE Steris Ltd. | Add +23.0% | 3.17% | +0.60 |
| JKHY Jack Henry & Associates Inc. | Add +20.4% | 3.32% | +0.51 |
| MSFT Microsoft Corp. | Add +6.8% | 3.49% | +0.50 |
| NEE Nextera Energy Inc. | Add +0.5% | 3.79% | +0.48 |
| ICE Intercontinental Exchange Inc. | Add +4.4% | 4.23% | +0.27 |
| WCN Waste Connections Inc. | Add +4.5% | 2.43% | +0.21 |
| CHD Church & Dwight Co. Inc. | Add +8.1% | 1.96% | +0.19 |
| EXPD Expeditors Intl Wash Inc. | Add +5.0% | 1.77% | +0.17 |
| ROP Roper Technologies Inc. | Add +10.3% | 1.34% | +0.16 |
| BLK BlackRock Finance Inc. | Add +8.3% | 2.77% | +0.13 |
| WTRG Essential Utilities Inc. | Add +0.7% | 3.01% | +0.12 |
| RMD Resmed Inc. | Add +3.0% | 3.82% | +0.09 |
| MA Mastercard Inc. Class A | Add +9.1% | 3.05% | +0.08 |
| ISRG Intuitive Surgical Inc. | Add +1.1% | 0.21% | +0.03 |
| TYL Tyler Technologies Inc. | Add +0.6% | 0.15% | +0.03 |
| CHKP Check Point Software Tech | Add +5.4% | 0.21% | +0.02 |
| V Visa Inc. Class A | Add +3.8% | 4.40% | +0.01 |
| ORLY O'reilly Automotive Inc. | Add +8.0% | 0.28% | +0.01 |
| ET Energy Transfer LP | New | 0.01% | +0.01 |
| FISV Fiserv Inc. | Add +7.6% | 0.24% | +0.01 |
| AMZN Amazon.com Inc. | Add +47.3% | 0.02% | +0.01 |
| ECL Ecolab Inc. | Add +0.6% | 0.01% | +0.00 |
| ANSS Ansys Inc. | Add +5.4% | 0.14% | +0.00 |
| BX Blackstone Inc. | Add +2.5% | 0.02% | −0.00 |
| DG Dollar General Corp. | Add +5.9% | 0.01% | −0.00 |
| ADP Automatic Data Processing | Add +1.3% | 1.64% | −0.01 |
| HSIC Henry Schein Inc. | Add +2.5% | 0.15% | −0.02 |
| AKAM Akamai Technologies Inc. | Add +0.3% | 0.11% | −0.02 |
| QLYS Qualys Inc. | Add +2.2% | 0.18% | −0.02 |
| BDX Becton Dickinson and Co. | Add +2.3% | 3.55% | −0.03 |
| FIVE Five Below | Add +26.1% | 0.10% | −0.03 |
| CBOE Cboe Global Markets Inc. | Add +4.4% | 5.65% | −0.04 |
| MKTX Marketaxess Holdings Inc. | Add +1.7% | 1.76% | −0.08 |
| JNJ Johnson & Johnson | Add +1.7% | 2.94% | −0.10 |
| TRNO Terreno Realty Corp. | Add +4.5% | 2.46% | −0.11 |
| ABT Abbott Laboratories | Add +3.3% | 4.12% | −0.12 |
| CMCSA Comcast Corp. Class A | Add +1.7% | 3.56% | −0.21 |
| ACN Accenture PLC Class A | Add +3.2% | 2.99% | −0.23 |
| FDS Factset Research Systems Inc. | Add +1.4% | 4.06% | −0.28 |
| SJM The JM Smucker Co. | Add +2.5% | 2.99% | −0.29 |
| BF.B Brown-Forman Corp. Class B | Add +1.4% | 1.97% | −0.29 |
| NKE Nike Inc. Class B | Add +1.3% | 1.55% | −0.31 |
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 |