Tandem Investment Advisors, Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 31, 2025), Tandem Investment Advisors, Inc. reported 69 stock positions worth $2.9 billion. Its top holding was Visa Class A (V) at 5.4% of the portfolio, followed by Intercontinental Exchange (ICE, 5.2%) and Abbott Laboratories (ABT, 4.7%). Compared with Q1 2025, it opened 4 new positions, sold out of 5, added to 33 and reduced 32. The biggest buy was Zoetis (ZTS, shares +100%) and the biggest sale Cboe Global Markets (CBOE, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLESTON, SC
- CIK
- 0001694284
- Portfolio Value
- $2.9B (Q2 2025)
- SEC Filing
- 0001694284-25-000010 ↗ filed Jul 31, 2025
Holdings Value
Holdings 69 stocks · $2.9B
| V Visa Inc. Class A | 5.36% | 431,135 | $153.1M | Add +7.6% |
| ICE Intercontinental Exchange Inc. | 5.19% | 808,284 | $148.3M | Add +2.5% |
| ABT Abbott Laboratories | 4.73% | 992,763 | $135.0M | Add +0.5% |
| RMD Resmed Inc. | 4.50% | 497,901 | $128.5M | Reduce -1.4% |
| APH Amphenol Corp. Class A | 4.48% | 1,295,423 | $127.9M | Reduce -18.9% |
| ZTS Zoetis Inc. | 4.32% | 791,067 | $123.4M | Add +100.0% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 4.25% | 673,508 | $121.3M | Add +3.7% |
| MSFT Microsoft Corp. | 4.23% | 243,007 | $120.9M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 4.00% | 203,424 | $114.3M | Add +15.7% |
| ACN Accenture PLC Class A | 3.99% | 381,168 | $113.9M | Add +30.9% |
| G Genpact Ltd. | 3.98% | 2,584,323 | $113.7M | Add +13.8% |
| STE Steris Ltd. | 3.85% | 457,906 | $110.0M | Add +1.6% |
| SYK Stryker Corp. | 3.78% | 273,019 | $108.0M | Add +0.1% |
| NEE Nextera Energy Inc. | 3.45% | 1,417,565 | $98.4M | Add +3.2% |
| BRO Brown & Brown Inc. | 3.17% | 816,177 | $90.5M | Add +6.7% |
| FDS Factset Research Systems Inc. | 3.15% | 201,093 | $89.9M | Reduce -19.7% |
| CMCSA Comcast Corp. Class A | 2.98% | 2,385,912 | $85.2M | Add +3.9% |
| TRNO Terreno Realty Corp. | 2.77% | 1,408,846 | $79.0M | Add +28.2% |
| BLK BlackRock Finance Inc. | 2.71% | 73,718 | $77.3M | Reduce -0.6% |
| WTRG Essential Utilities Inc. | 2.69% | 2,070,162 | $76.9M | Add +1.2% |
| ADP Automatic Data Processing | 2.54% | 235,235 | $72.5M | Add +36.4% |
| WCN Waste Connections Inc. | 2.45% | 374,890 | $70.0M | Add +5.7% |
| CHD Church & Dwight Co. Inc. | 2.39% | 711,180 | $68.4M | Add +44.1% |
| ROP Roper Technologies Inc. | 1.96% | 98,745 | $56.0M | Add +0.5% |
| RSG Republic Services Inc. | 1.90% | 220,239 | $54.3M | Reduce -2.0% |
| VRSK Verisk Analytics Inc. | 1.81% | 166,327 | $51.8M | Add +3.1% |
| BDX Becton Dickinson and Co. | 1.66% | 275,018 | $47.4M | Reduce -24.6% |
| JNJ Johnson & Johnson | 1.55% | 289,661 | $44.2M | Reduce -1.4% |
| COST Costco Wholesale Corp. | 1.49% | 42,911 | $42.5M | Add +0.1% |
| EXPD Expeditors Intl Wash Inc. | 1.45% | 361,202 | $41.3M | Reduce -0.2% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.97% | 281,899 | $27.7M | Reduce -31.1% |
| IDXX Idexx Laboratories Inc. | 0.22% | 11,745 | $6.3M | Add +0.3% |
| ANSS Ansys Inc. | 0.22% | 17,740 | $6.2M | Add +21.1% |
| QLYS Qualys Inc. | 0.21% | 41,580 | $5.9M | Add +0.5% |
| ORLY O'reilly Automotive Inc. | 0.20% | 63,609 | $5.7M | Reduce -2.6% |
| TYL Tyler Technologies Inc. | 0.18% | 8,758 | $5.2M | Reduce -0.4% |
| ISRG Intuitive Surgical Inc. | 0.17% | 8,823 | $4.8M | Add +1.0% |
| MEDP Medpace Holdings Inc. | 0.16% | 14,886 | $4.7M | Add +27.4% |
| ADBE Adobe Inc. | 0.16% | 11,583 | $4.5M | Add +158.7% |
| CBOE Cboe Global Markets Inc. | 0.12% | 14,824 | $3.5M | Reduce -98.2% |
| AKAM Akamai Technologies Inc. | 0.08% | 29,879 | $2.4M | Reduce -5.1% |
| ABBV Abbvie Inc. | 0.06% | 9,508 | $1.8M | Add +7.3% |
| PG The Procter & Gamble Co. | 0.06% | 10,814 | $1.7M | Reduce -30.3% |
| AAPL Apple Inc. | 0.05% | 6,506 | $1.3M | Reduce -6.9% |
| WMT Walmart Inc. | 0.04% | 10,946 | $1.1M | Reduce -8.6% |
| HD Home Depot Inc. | 0.03% | 2,261 | $829K | Reduce -7.5% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.02% | 5,738 | $709K | Add +1.6% |
| RY Royal Bank of Canada | 0.02% | 5,205 | $685K | Reduce -26.7% |
| BX Blackstone Inc. | 0.02% | 4,192 | $627K | Reduce -8.3% |
| KO The Coca-Cola Co. | 0.02% | 7,847 | $555K | Reduce -15.6% |
| FAST Fastenal Co. | 0.02% | 12,190 | $512K | Reduce -39.2% |
| EXLS Exlservice Holdings Inc. | 0.02% | 10,249 | $449K | Reduce -0.9% |
| GOOG Google LLC Class C filed as ALPHABET INC CL C | 0.01% | 2,188 | $388K | Add +1.4% |
| PM Philip Morris International | 0.01% | 2,106 | $384K | Add +1.2% |
| AMZN Amazon.com Inc. | 0.01% | 1,711 | $375K | Reduce -11.6% |
| MO Altria Group Inc. | 0.01% | 6,300 | $369K | Reduce -6.2% |
| ETN Eaton Corp. PLC | 0.01% | 880 | $314K | New |
| META Meta Platforms Inc. Class A | 0.01% | 373 | $275K | Reduce -68.0% |
| JPM JPMorgan Chase & Co. | 0.01% | 934 | $271K | Reduce -23.6% |
| CTVA Corteva Inc. | 0.01% | 3,559 | $265K | Reduce -0.2% |
| WISCONSIN ENERGY CORP | 0.01% | 2,444 | $255K | Add +4.1% |
| GOOGLE LLC-CL A | 0.01% | 1,440 | $254K | Reduce -7.3% |
| IT Gartner Inc. | 0.01% | 603 | $244K | New |
| DD Dupont DE Nemours Inc. | 0.01% | 3,532 | $242K | Reduce -9.7% |
| QDEL Quidelortho Corp. | 0.01% | 7,460 | $215K | Reduce -11.8% |
| BERKSHIRE HATHAWAY INC | 0.01% | 440 | $214K | Reduce -27.3% |
| MRK Merck & Co. Inc. | 0.01% | 2,678 | $212K | New |
| AMGN Amgen Inc. | 0.01% | 750 | $209K | New |
| CVX Chevron Corp. | 0.01% | 1,407 | $201K | Add +0.6% |
Portfolio Sells Q1 2025 → Q2 2025
| CBOE Cboe Global Markets Inc. | Reduce -98.2% | 0.12% | −6.31 |
| BDX Becton Dickinson and Co. | Reduce -24.6% | 1.66% | −1.26 |
| FDS Factset Research Systems Inc. | Reduce -19.7% | 3.15% | −0.82 |
| SJM The JM Smucker Co. | Reduce -31.1% | 0.97% | −0.72 |
| FISV Fiserv Inc. | Sold out | 0.00% | −0.24 |
| JNJ Johnson & Johnson | Reduce -1.4% | 1.55% | −0.15 |
| EXPD Expeditors Intl Wash Inc. | Reduce -0.2% | 1.45% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -30.3% | 0.06% | −0.03 |
| TFC Truist Financial Corp. | Sold out | 0.00% | −0.03 |
| ORLY O'reilly Automotive Inc. | Reduce -2.6% | 0.20% | −0.02 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.01 |
| UPS United Parcel Service Class B | Sold out | 0.00% | −0.01 |
| FAST Fastenal Co. | Reduce -39.2% | 0.02% | −0.01 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.01 |
| AAPL Apple Inc. | Reduce -6.9% | 0.05% | −0.01 |
| META Meta Platforms Inc. Class A | Reduce -68.0% | 0.01% | −0.01 |
| AKAM Akamai Technologies Inc. | Reduce -5.1% | 0.08% | −0.00 |
| RY Royal Bank of Canada | Reduce -26.7% | 0.02% | −0.00 |
| KO The Coca-Cola Co. | Reduce -15.6% | 0.02% | −0.00 |
| BERKSHIRE HATHAWAY INC | Reduce -27.3% | 0.01% | −0.00 |
| QDEL Quidelortho Corp. | Reduce -11.8% | 0.01% | −0.00 |
| HD Home Depot Inc. | Reduce -7.5% | 0.03% | −0.00 |
| DD Dupont DE Nemours Inc. | Reduce -9.7% | 0.01% | −0.00 |
| EXLS Exlservice Holdings Inc. | Reduce -0.9% | 0.02% | −0.00 |
| MO Altria Group Inc. | Reduce -6.2% | 0.01% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -23.6% | 0.01% | −0.00 |
| BX Blackstone Inc. | Reduce -8.3% | 0.02% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -11.6% | 0.01% | +0.00 |
| GOOGLE LLC-CL A | Reduce -7.3% | 0.01% | +0.00 |
| WMT Walmart Inc. | Reduce -8.6% | 0.04% | +0.00 |
| CTVA Corteva Inc. | Reduce -0.2% | 0.01% | +0.00 |
| RSG Republic Services Inc. | Reduce -2.0% | 1.90% | +0.00 |
| TYL Tyler Technologies Inc. | Reduce -0.4% | 0.18% | +0.00 |
| BLK BlackRock Finance Inc. | Reduce -0.6% | 2.71% | +0.26 |
| RMD Resmed Inc. | Reduce -1.4% | 4.50% | +0.55 |
| APH Amphenol Corp. Class A | Reduce -18.9% | 4.48% | +0.82 |
| MSFT Microsoft Corp. | Reduce -0.5% | 4.23% | +1.03 |
Portfolio Buys Q1 2025 → Q2 2025
| ZTS Zoetis Inc. | Add +100.0% | 4.32% | +2.05 |
| ACN Accenture PLC Class A | Add +30.9% | 3.99% | +0.82 |
| ADP Automatic Data Processing | Add +36.4% | 2.54% | +0.70 |
| MA Mastercard Inc. Class A | Add +15.7% | 4.00% | +0.64 |
| CHD Church & Dwight Co. Inc. | Add +44.1% | 2.39% | +0.50 |
| V Visa Inc. Class A | Add +7.6% | 5.36% | +0.46 |
| ICE Intercontinental Exchange Inc. | Add +2.5% | 5.19% | +0.45 |
| TRNO Terreno Realty Corp. | Add +28.2% | 2.77% | +0.34 |
| STE Steris Ltd. | Add +1.6% | 3.85% | +0.29 |
| SYK Stryker Corp. | Add +0.1% | 3.78% | +0.24 |
| ABT Abbott Laboratories | Add +0.5% | 4.73% | +0.16 |
| VRSK Verisk Analytics Inc. | Add +3.1% | 1.81% | +0.14 |
| JKHY Jack Henry & Associates Inc. | Add +3.7% | 4.25% | +0.11 |
| ADBE Adobe Inc. | Add +158.7% | 0.16% | +0.10 |
| COST Costco Wholesale Corp. | Add +0.1% | 1.49% | +0.07 |
| ANSS Ansys Inc. | Add +21.1% | 0.22% | +0.06 |
| IDXX Idexx Laboratories Inc. | Add +0.3% | 0.22% | +0.05 |
| NEE Nextera Energy Inc. | Add +3.2% | 3.45% | +0.05 |
| MEDP Medpace Holdings Inc. | Add +27.4% | 0.16% | +0.04 |
| WCN Waste Connections Inc. | Add +5.7% | 2.45% | +0.04 |
| QLYS Qualys Inc. | Add +0.5% | 0.21% | +0.03 |
| CMCSA Comcast Corp. Class A | Add +3.9% | 2.98% | +0.03 |
| ISRG Intuitive Surgical Inc. | Add +1.0% | 0.17% | +0.02 |
| ETN Eaton Corp. PLC | New | 0.01% | +0.01 |
| IT Gartner Inc. | New | 0.01% | +0.01 |
| MRK Merck & Co. Inc. | New | 0.01% | +0.01 |
| AMGN Amgen Inc. | New | 0.01% | +0.01 |
| PM Philip Morris International | Add +1.2% | 0.01% | +0.00 |
| GOOG Google LLC Class C | Add +1.4% | 0.01% | +0.00 |
| TJX TJX Companies Inc. | Add +1.6% | 0.02% | +0.00 |
| WISCONSIN ENERGY CORP | Add +4.1% | 0.01% | 0.00 |
| CVX Chevron Corp. | Add +0.6% | 0.01% | −0.00 |
| ABBV Abbvie Inc. | Add +7.3% | 0.06% | −0.00 |
| G Genpact Ltd. | Add +13.8% | 3.98% | −0.01 |
| ROP Roper Technologies Inc. | Add +0.5% | 1.96% | −0.06 |
| WTRG Essential Utilities Inc. | Add +1.2% | 2.69% | −0.13 |
| BRO Brown & Brown Inc. | Add +6.7% | 3.17% | −0.15 |
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 |