Tandem Investment Advisors, Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 9, 2026), Tandem Investment Advisors, Inc. reported 83 stock positions worth $2.7 billion. Its top holding was Visa Class A (V) at 5.4% of the portfolio, followed by Intercontinental Exchange (ICE, 4.9%) and Genpact (G, 4.9%). Compared with Q3 2025, it opened 10 new positions, sold out of 7, added to 19 and reduced 52. The biggest buy was Intuit (INTU, shares +62%) and the biggest sale an exit from Comcast Class A (CMCSA).
- Most Recent 13F
- Q2 2026
- Location
- CHARLESTON, SC
- CIK
- 0001694284
- Portfolio Value
- $2.7B (Q4 2025)
- SEC Filing
- 0001694284-26-000004 ↗ filed Feb 9, 2026
Holdings Value
Holdings 83 stocks · $2.7B
| V Visa Inc. Class A | 5.45% | 417,098 | $146.3M | Reduce -4.3% |
| ICE Intercontinental Exchange Inc. | 4.92% | 815,120 | $132.0M | Reduce -3.8% |
| G Genpact Ltd. | 4.92% | 2,821,933 | $132.0M | Reduce -3.9% |
| APH Amphenol Corp. Class A | 4.77% | 947,488 | $128.0M | Reduce -24.2% |
| ABT Abbott Laboratories | 4.63% | 992,844 | $124.4M | Add +0.0% |
| RMD Resmed Inc. | 4.49% | 500,145 | $120.5M | Reduce -1.0% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 4.42% | 649,796 | $118.6M | Reduce -3.8% |
| MA Mastercard Inc. Class A | 4.20% | 197,762 | $112.9M | Reduce -3.7% |
| STE Steris Ltd. | 4.19% | 444,021 | $112.6M | Reduce -4.1% |
| MSFT Microsoft Corp. | 4.08% | 226,811 | $109.7M | Reduce -5.2% |
| NEE Nextera Energy Inc. | 3.88% | 1,299,263 | $104.3M | Reduce -6.6% |
| ACN Accenture PLC Class A | 3.84% | 384,734 | $103.2M | Reduce -6.9% |
| BRO Brown & Brown Inc. | 3.83% | 1,291,818 | $103.0M | Reduce -6.7% |
| ROP Roper Technologies Inc. | 3.67% | 221,220 | $98.5M | Add +0.4% |
| SYK Stryker Corp. | 3.55% | 271,368 | $95.4M | Reduce -3.2% |
| INTU Intuit Inc. | 3.43% | 139,240 | $92.2M | Add +62.0% |
| ZTS Zoetis Inc. | 3.32% | 707,775 | $89.1M | Reduce -10.4% |
| ADP Automatic Data Processing | 3.16% | 330,041 | $84.9M | Add +6.6% |
| TRNO Terreno Realty Corp. | 3.00% | 1,371,867 | $80.5M | Reduce -3.3% |
| BLK BlackRock Finance Inc. | 2.76% | 69,257 | $74.1M | Reduce -3.0% |
| CHD Church & Dwight Co. Inc. | 2.49% | 797,733 | $66.9M | Add +11.6% |
| WCN Waste Connections Inc. | 2.37% | 362,780 | $63.6M | Reduce -4.4% |
| JNJ Johnson & Johnson | 2.07% | 268,613 | $55.6M | Reduce -4.7% |
| RSG Republic Services Inc. | 1.89% | 239,439 | $50.7M | Reduce -1.0% |
| EXPD Expeditors Intl Wash Inc. | 1.82% | 328,256 | $48.9M | Reduce -6.0% |
| BDX Becton Dickinson and Co. | 1.78% | 246,923 | $47.9M | Reduce -8.5% |
| COST Costco Wholesale Corp. | 1.63% | 50,791 | $43.8M | Reduce -3.5% |
| VRSK Verisk Analytics Inc. | 1.40% | 168,044 | $37.6M | Reduce -5.5% |
| BR Broadridge Financial Solutio | 1.26% | 151,579 | $33.8M | New |
| MEDP Medpace Holdings Inc. | 0.30% | 14,173 | $8.0M | Reduce -3.6% |
| IDXX Idexx Laboratories Inc. | 0.29% | 11,385 | $7.7M | Reduce -3.0% |
| ISRG Intuitive Surgical Inc. | 0.23% | 10,765 | $6.1M | Add +16.8% |
| QLYS Qualys Inc. | 0.22% | 45,090 | $6.0M | Add +6.5% |
| TYL Tyler Technologies Inc. | 0.18% | 10,814 | $4.9M | Add +17.2% |
| ADBE Adobe Inc. | 0.18% | 13,620 | $4.8M | Reduce -3.4% |
| ORLY O'reilly Automotive Inc. | 0.18% | 51,643 | $4.7M | Reduce -16.6% |
| FTNT Fortinet Inc. | 0.13% | 45,243 | $3.6M | Add +35.9% |
| EXLS Exlservice Holdings Inc. | 0.12% | 73,635 | $3.1M | Add +2.3% |
| AKAM Akamai Technologies Inc. | 0.10% | 30,784 | $2.7M | Add +1.6% |
| SNPS Synopsys Inc. | 0.10% | 5,613 | $2.6M | Reduce -5.5% |
| CBOE Cboe Global Markets Inc. | 0.08% | 8,193 | $2.1M | Reduce -38.8% |
| ABBV Abbvie Inc. | 0.07% | 8,210 | $1.9M | Reduce -12.1% |
| WMT Walmart Inc. | 0.04% | 8,668 | $966K | Reduce -28.0% |
| AAPL Apple Inc. | 0.04% | 3,504 | $953K | Reduce -39.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.03% | 5,576 | $857K | Reduce -3.5% |
| PM Philip Morris International | 0.02% | 4,041 | $648K | Add +32.2% |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.02% | 928 | $633K | New |
| KO The Coca-Cola Co. | 0.02% | 8,914 | $623K | Reduce -17.5% |
| GOOG Google LLC Class C filed as ALPHABET INC CL C | 0.02% | 1,955 | $613K | Reduce -15.4% |
| BX Blackstone Inc. | 0.02% | 3,545 | $546K | No change |
| RY Royal Bank of Canada | 0.02% | 3,197 | $545K | Reduce -21.0% |
| FAST Fastenal Co. | 0.02% | 12,132 | $487K | Reduce -1.0% |
| MSCI MSCI Inc. | 0.02% | 844 | $484K | Reduce -5.6% |
| BMI Badger Meter Inc. | 0.02% | 2,771 | $483K | Add +60.4% |
| UNH Unitedhealth Group Inc. | 0.02% | 1,341 | $443K | Add +52.0% |
| HD Home Depot Inc. | 0.02% | 1,238 | $426K | Reduce -43.0% |
| AMZN Amazon.com Inc. | 0.01% | 1,699 | $392K | Reduce -17.3% |
| CVX Chevron Corp. | 0.01% | 2,562 | $390K | Add +78.4% |
| GOOGLE LLC-CL A | 0.01% | 1,225 | $383K | Reduce -16.7% |
| FDS Factset Research Systems Inc. | 0.01% | 1,283 | $372K | Reduce -99.1% |
| GE General Electric Company filed as GE Aerospace | 0.01% | 1,201 | $370K | Reduce -14.8% |
| PG The Procter & Gamble Co. | 0.01% | 2,542 | $364K | Reduce -78.5% |
| KNSL Kinsale Capital Group Inc. | 0.01% | 919 | $359K | Add +14.7% |
| MO Altria Group Inc. | 0.01% | 6,012 | $347K | Reduce -3.0% |
| LOW Lowe's Cos Inc. | 0.01% | 1,433 | $346K | Add +58.7% |
| JPM JPMorgan Chase & Co. | 0.01% | 1,009 | $325K | Reduce -13.6% |
| DUK Duke Energy Corp. | 0.01% | 2,744 | $322K | New |
| COR Cencora Inc. | 0.01% | 947 | $320K | New |
| ETN Eaton Corp. PLC | 0.01% | 859 | $274K | Reduce -8.8% |
| WISCONSIN ENERGY CORP | 0.01% | 2,533 | $267K | Add +1.8% |
| MRK Merck & Co. Inc. | 0.01% | 2,531 | $266K | Reduce -18.4% |
| BERKSHIRE HATHAWAY INC | 0.01% | 501 | $252K | Reduce -0.4% |
| ICLR Icon PLC | 0.01% | 1,379 | $251K | New |
| CTVA Corteva Inc. | 0.01% | 3,580 | $240K | Add +0.6% |
| IT Gartner Inc. | 0.01% | 937 | $236K | Reduce -8.8% |
| CAT Caterpillar Inc. | 0.01% | 392 | $225K | Reduce -10.1% |
| GWW WW Grainger Inc. | 0.01% | 219 | $221K | New |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.01% | 1,891 | $215K | New |
| QDEL Quidelortho Corp. | 0.01% | 7,460 | $213K | No change |
| NVDA Nvidia Corp. | 0.01% | 1,129 | $211K | Reduce -23.7% |
| MRSH Marsh & McLennan Cos | 0.01% | 1,096 | $203K | New |
| MFC Manulife Financial Corp. | 0.01% | 5,551 | $201K | New |
| OREAF Orea Mining Corp. | 0.00% | 11,000 | $0 | New |
Portfolio Sells Q3 2025 → Q4 2025
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −2.55 |
| FDS Factset Research Systems Inc. | Reduce -99.1% | 0.01% | −1.42 |
| WTRG Essential Utilities Inc. | Sold out | 0.00% | −1.29 |
| ZTS Zoetis Inc. | Reduce -10.4% | 3.32% | −0.63 |
| BRO Brown & Brown Inc. | Reduce -6.7% | 3.83% | −0.60 |
| APH Amphenol Corp. Class A | Reduce -24.2% | 4.77% | −0.51 |
| RMD Resmed Inc. | Reduce -1.0% | 4.49% | −0.23 |
| MSFT Microsoft Corp. | Reduce -5.2% | 4.08% | −0.15 |
| VRSK Verisk Analytics Inc. | Reduce -5.5% | 1.40% | −0.13 |
| BLK BlackRock Finance Inc. | Reduce -3.0% | 2.76% | −0.08 |
| ORLY O'reilly Automotive Inc. | Reduce -16.6% | 0.18% | −0.05 |
| PG The Procter & Gamble Co. | Reduce -78.5% | 0.01% | −0.05 |
| CBOE Cboe Global Markets Inc. | Reduce -38.8% | 0.08% | −0.04 |
| COST Costco Wholesale Corp. | Reduce -3.5% | 1.63% | −0.03 |
| AAPL Apple Inc. | Reduce -39.8% | 0.04% | −0.02 |
| HD Home Depot Inc. | Reduce -43.0% | 0.02% | −0.01 |
| PEP Pepsico Inc. | Sold out | 0.00% | −0.01 |
| DD Dupont DE Nemours Inc. | Sold out | 0.00% | −0.01 |
| META Meta Platforms Inc. Class A | Sold out | 0.00% | −0.01 |
| ROST Ross Stores Inc. | Sold out | 0.00% | −0.01 |
| AMGN Amgen Inc. | Sold out | 0.00% | −0.01 |
| WMT Walmart Inc. | Reduce -28.0% | 0.04% | −0.01 |
| RSG Republic Services Inc. | Reduce -1.0% | 1.89% | −0.01 |
| ABBV Abbvie Inc. | Reduce -12.1% | 0.07% | −0.00 |
| FAST Fastenal Co. | Reduce -1.0% | 0.02% | −0.00 |
| SNPS Synopsys Inc. | Reduce -5.5% | 0.10% | −0.00 |
| ETN Eaton Corp. PLC | Reduce -8.8% | 0.01% | −0.00 |
| NVDA Nvidia Corp. | Reduce -23.7% | 0.01% | −0.00 |
| KO The Coca-Cola Co. | Reduce -17.5% | 0.02% | −0.00 |
| MO Altria Group Inc. | Reduce -3.0% | 0.01% | −0.00 |
| AMZN Amazon.com Inc. | Reduce -17.3% | 0.01% | −0.00 |
| GE General Electric Company | Reduce -14.8% | 0.01% | −0.00 |
| JPM JPMorgan Chase & Co. | Reduce -13.6% | 0.01% | −0.00 |
| IT Gartner Inc. | Reduce -8.8% | 0.01% | −0.00 |
| RY Royal Bank of Canada | Reduce -21.0% | 0.02% | 0.00 |
| BERKSHIRE HATHAWAY INC | Reduce -0.4% | 0.01% | +0.00 |
| MSCI MSCI Inc. | Reduce -5.6% | 0.02% | +0.00 |
| MRK Merck & Co. Inc. | Reduce -18.4% | 0.01% | +0.00 |
| CAT Caterpillar Inc. | Reduce -10.1% | 0.01% | +0.00 |
| GOOGLE LLC-CL A | Reduce -16.7% | 0.01% | +0.00 |
| TJX TJX Companies Inc. | Reduce -3.5% | 0.03% | +0.00 |
| GOOG Google LLC Class C | Reduce -15.4% | 0.02% | +0.00 |
| ADBE Adobe Inc. | Reduce -3.4% | 0.18% | +0.01 |
| SYK Stryker Corp. | Reduce -3.2% | 3.55% | +0.01 |
| IDXX Idexx Laboratories Inc. | Reduce -3.0% | 0.29% | +0.03 |
| MEDP Medpace Holdings Inc. | Reduce -3.6% | 0.30% | +0.04 |
| ICE Intercontinental Exchange Inc. | Reduce -3.8% | 4.92% | +0.04 |
| BDX Becton Dickinson and Co. | Reduce -8.5% | 1.78% | +0.06 |
| WCN Waste Connections Inc. | Reduce -4.4% | 2.37% | +0.09 |
| MA Mastercard Inc. Class A | Reduce -3.7% | 4.20% | +0.22 |
Portfolio Buys Q3 2025 → Q4 2025
| INTU Intuit Inc. | Add +62.0% | 3.43% | +1.43 |
| BR Broadridge Financial Solutio | New | 1.26% | +1.26 |
| CHD Church & Dwight Co. Inc. | Add +11.6% | 2.49% | +0.35 |
| ABT Abbott Laboratories | Add +0.0% | 4.63% | +0.09 |
| ISRG Intuitive Surgical Inc. | Add +16.8% | 0.23% | +0.09 |
| ADP Automatic Data Processing | Add +6.6% | 3.16% | +0.06 |
| FTNT Fortinet Inc. | Add +35.9% | 0.13% | +0.04 |
| QLYS Qualys Inc. | Add +6.5% | 0.22% | +0.03 |
| SPY SS SPDR S&P 500 ETF Trust-US | New | 0.02% | +0.02 |
| AKAM Akamai Technologies Inc. | Add +1.6% | 0.10% | +0.02 |
| TYL Tyler Technologies Inc. | Add +17.2% | 0.18% | +0.02 |
| DUK Duke Energy Corp. | New | 0.01% | +0.01 |
| COR Cencora Inc. | New | 0.01% | +0.01 |
| ICLR Icon PLC | New | 0.01% | +0.01 |
| EXLS Exlservice Holdings Inc. | Add +2.3% | 0.12% | +0.01 |
| GWW WW Grainger Inc. | New | 0.01% | +0.01 |
| DIS The Walt Disney Co. | New | 0.01% | +0.01 |
| MRSH Marsh & McLennan Cos | New | 0.01% | +0.01 |
| MFC Manulife Financial Corp. | New | 0.01% | +0.01 |
| BMI Badger Meter Inc. | Add +60.4% | 0.02% | +0.01 |
| PM Philip Morris International | Add +32.2% | 0.02% | +0.01 |
| CVX Chevron Corp. | Add +78.4% | 0.01% | +0.01 |
| UNH Unitedhealth Group Inc. | Add +52.0% | 0.02% | +0.01 |
| LOW Lowe's Cos Inc. | Add +58.7% | 0.01% | +0.01 |
| KNSL Kinsale Capital Group Inc. | Add +14.7% | 0.01% | +0.00 |
| CTVA Corteva Inc. | Add +0.6% | 0.01% | +0.00 |
| WISCONSIN ENERGY CORP | Add +1.8% | 0.01% | +0.00 |
| OREAF Orea Mining Corp. | New | 0.00% | 0.00 |
| ROP Roper Technologies Inc. | Add +0.4% | 3.67% | −0.08 |
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 |