Tandem Investment Advisors, Inc.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Tandem Investment Advisors, Inc. reported 83 stock positions worth $2.0 billion. Its top holding was Intercontinental Exchange (ICE) at 5.6% of the portfolio, followed by Nextera Energy (NEE, 5.0%) and Resmed (RMD, 4.8%). Compared with Q4 2025, it opened 12 new positions, sold out of 12, added to 13 and reduced 58. The biggest buy was Procter & Gamble (PG, shares +12043%) and the biggest sale Accenture Class A (ACN, shares −99%).
- Most Recent 13F
- Q2 2026
- Location
- CHARLESTON, SC
- CIK
- 0001694284
- Portfolio Value
- $2.0B (Q1 2026)
- SEC Filing
- 0001694284-26-000005 ↗ filed May 7, 2026
Holdings Value
Holdings 83 stocks · $2.0B
| ICE Intercontinental Exchange Inc. | 5.55% | 720,083 | $113.3M | Reduce -11.7% |
| NEE Nextera Energy Inc. | 5.02% | 1,102,977 | $102.4M | Reduce -15.1% |
| RMD Resmed Inc. | 4.81% | 436,912 | $98.1M | Reduce -12.6% |
| G Genpact Ltd. | 4.62% | 2,531,821 | $94.3M | Reduce -10.3% |
| JKHY Jack Henry & Associates Inc. filed as HENRY JACK & ASSOC INC | 4.43% | 571,425 | $90.3M | Reduce -12.1% |
| STE Steris Ltd. | 4.30% | 396,763 | $87.7M | Reduce -10.6% |
| MSFT Microsoft Corp. | 4.22% | 232,481 | $86.1M | Add +2.5% |
| APH Amphenol Corp. Class A | 4.20% | 678,771 | $85.8M | Reduce -28.4% |
| ZTS Zoetis Inc. | 3.94% | 679,754 | $80.4M | Reduce -4.0% |
| BRO Brown & Brown Inc. | 3.79% | 1,185,144 | $77.3M | Reduce -8.3% |
| SYK Stryker Corp. | 3.74% | 232,179 | $76.3M | Reduce -14.4% |
| ROP Roper Technologies Inc. | 3.68% | 212,009 | $75.0M | Reduce -4.2% |
| TRNO Terreno Realty Corp. | 3.63% | 1,206,993 | $74.1M | Reduce -12.0% |
| CHD Church & Dwight Co. Inc. | 3.37% | 736,419 | $68.7M | Reduce -7.7% |
| ABT Abbott Laboratories | 3.17% | 630,596 | $64.7M | Reduce -36.5% |
| BLK BlackRock Finance Inc. | 2.95% | 62,619 | $60.2M | Reduce -9.6% |
| INTU Intuit Inc. | 2.94% | 138,877 | $60.0M | Reduce -0.3% |
| MA Mastercard Inc. Class A | 2.77% | 113,111 | $56.5M | Reduce -42.8% |
| V Visa Inc. Class A | 2.72% | 183,330 | $55.4M | Reduce -56.0% |
| WCN Waste Connections Inc. | 2.58% | 324,023 | $52.6M | Reduce -10.7% |
| RSG Republic Services Inc. | 2.19% | 203,761 | $44.6M | Reduce -14.9% |
| PG The Procter & Gamble Co. | 2.19% | 308,672 | $44.6M | Add +12042.9% |
| COST Costco Wholesale Corp. | 2.12% | 43,412 | $43.3M | Reduce -14.5% |
| JNJ Johnson & Johnson | 2.12% | 176,596 | $43.2M | Reduce -34.3% |
| EXPD Expeditors Intl Wash Inc. | 2.10% | 298,670 | $42.8M | Reduce -9.0% |
| BDX Becton Dickinson and Co. | 1.85% | 240,501 | $37.8M | Reduce -2.6% |
| VRSK Verisk Analytics Inc. | 1.82% | 195,289 | $37.1M | Add +16.2% |
| ADP Automatic Data Processing | 1.63% | 163,827 | $33.3M | Reduce -50.4% |
| BR Broadridge Financial Solutio | 1.48% | 185,221 | $30.1M | Add +22.2% |
| MCD McDonald's Corp. | 1.32% | 86,791 | $27.0M | New |
| WISCONSIN ENERGY CORP | 1.30% | 229,630 | $26.6M | Add +8965.5% |
| NDAQ Nasdaq Inc. | 0.68% | 163,632 | $13.9M | New |
| IDXX Idexx Laboratories Inc. | 0.29% | 10,376 | $5.8M | Reduce -8.9% |
| MEDP Medpace Holdings Inc. | 0.28% | 11,929 | $5.7M | Reduce -15.8% |
| ISRG Intuitive Surgical Inc. | 0.23% | 9,971 | $4.6M | Reduce -7.4% |
| ORLY O'reilly Automotive Inc. | 0.20% | 43,491 | $4.0M | Reduce -15.8% |
| QLYS Qualys Inc. | 0.16% | 37,610 | $3.3M | Reduce -16.6% |
| FTNT Fortinet Inc. | 0.16% | 39,368 | $3.2M | Reduce -13.0% |
| TYL Tyler Technologies Inc. | 0.16% | 9,255 | $3.2M | Reduce -14.4% |
| ADBE Adobe Inc. | 0.15% | 12,661 | $3.1M | Reduce -7.0% |
| AKAM Akamai Technologies Inc. | 0.15% | 25,861 | $3.0M | Reduce -16.0% |
| SNPS Synopsys Inc. | 0.10% | 5,401 | $2.1M | Reduce -3.8% |
| ABBV Abbvie Inc. | 0.09% | 8,375 | $1.8M | Add +2.0% |
| CBOE Cboe Global Markets Inc. | 0.08% | 6,069 | $1.7M | Reduce -25.9% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.04% | 5,584 | $892K | Add +0.1% |
| PM Philip Morris International | 0.04% | 5,329 | $881K | Add +31.9% |
| AAPL Apple Inc. | 0.04% | 2,821 | $716K | Reduce -19.5% |
| WMT Walmart Inc. | 0.03% | 5,492 | $683K | Reduce -36.6% |
| MO Altria Group Inc. | 0.03% | 10,085 | $666K | Add +67.8% |
| ACN Accenture PLC Class A | 0.03% | 3,039 | $603K | Reduce -99.2% |
| FAST Fastenal Co. | 0.03% | 12,356 | $573K | Add +1.9% |
| KO The Coca-Cola Co. | 0.03% | 7,136 | $543K | Reduce -19.9% |
| LOW Lowe's Cos Inc. | 0.02% | 2,094 | $495K | Add +46.1% |
| RY Royal Bank of Canada | 0.02% | 2,837 | $459K | Reduce -11.3% |
| T AT&T Inc. | 0.02% | 14,490 | $420K | New |
| BX Blackstone Inc. | 0.02% | 3,510 | $404K | Reduce -1.0% |
| AEP American Electric Power | 0.02% | 2,924 | $383K | New |
| GOOG Google LLC Class C filed as ALPHABET INC CL C | 0.02% | 1,219 | $350K | Reduce -37.6% |
| JPM JPMorgan Chase & Co. | 0.02% | 1,164 | $342K | Add +15.4% |
| DUK Duke Energy Corp. | 0.02% | 2,599 | $340K | Reduce -5.3% |
| XOM Exxon Mobil Corp. | 0.02% | 1,960 | $333K | New |
| CVX Chevron Corp. | 0.02% | 1,583 | $328K | Reduce -38.2% |
| VZ Verizon Communications Inc. | 0.02% | 6,453 | $324K | New |
| AMZN Amazon.com Inc. | 0.01% | 1,473 | $307K | Reduce -13.3% |
| MSCI MSCI Inc. | 0.01% | 559 | $301K | Reduce -33.8% |
| TFC Truist Financial Corp. | 0.01% | 6,538 | $301K | New |
| BERKSHIRE HATHAWAY INC | 0.01% | 623 | $299K | Add +24.4% |
| RTX RTX Corp. | 0.01% | 1,497 | $289K | New |
| COR Cencora Inc. | 0.01% | 919 | $289K | Reduce -3.0% |
| BMI Badger Meter Inc. | 0.01% | 1,865 | $284K | Reduce -32.7% |
| GOOGLE LLC-CL A | 0.01% | 966 | $278K | Reduce -21.1% |
| CAT Caterpillar Inc. | 0.01% | 375 | $266K | Reduce -4.3% |
| HD Home Depot Inc. | 0.01% | 796 | $262K | Reduce -35.7% |
| JCI Johnson Controls Inc. | 0.01% | 1,910 | $250K | New |
| NVS Novartis AG-Sponsored ADR | 0.01% | 1,596 | $244K | New |
| SPY SS SPDR S&P 500 ETF Trust-US | 0.01% | 367 | $239K | Reduce -60.5% |
| UNH Unitedhealth Group Inc. | 0.01% | 867 | $235K | Reduce -35.4% |
| KNSL Kinsale Capital Group Inc. | 0.01% | 673 | $230K | Reduce -26.8% |
| GWW WW Grainger Inc. | 0.01% | 207 | $226K | Reduce -5.5% |
| GE General Electric Company filed as GE AEROSPACE | 0.01% | 761 | $216K | Reduce -36.6% |
| FDS Factset Research Systems Inc. | 0.01% | 951 | $206K | Reduce -25.9% |
| Q Qnity Electronics Inc. | 0.01% | 1,781 | $205K | New |
| ENB Enbridge Inc. | 0.01% | 3,699 | $200K | New |
Portfolio Sells Q4 2025 → Q1 2026
| ACN Accenture PLC Class A | Reduce -99.2% | 0.03% | −3.81 |
| V Visa Inc. Class A | Reduce -56.0% | 2.72% | −2.73 |
| ADP Automatic Data Processing | Reduce -50.4% | 1.63% | −1.53 |
| ABT Abbott Laboratories | Reduce -36.5% | 3.17% | −1.46 |
| MA Mastercard Inc. Class A | Reduce -42.8% | 2.77% | −1.43 |
| APH Amphenol Corp. Class A | Reduce -28.4% | 4.20% | −0.56 |
| INTU Intuit Inc. | Reduce -0.3% | 2.94% | −0.49 |
| G Genpact Ltd. | Reduce -10.3% | 4.62% | −0.29 |
| EXLS Exlservice Holdings Inc. | Sold out | 0.00% | −0.12 |
| QLYS Qualys Inc. | Reduce -16.6% | 0.16% | −0.06 |
| BRO Brown & Brown Inc. | Reduce -8.3% | 3.79% | −0.05 |
| TYL Tyler Technologies Inc. | Reduce -14.4% | 0.16% | −0.03 |
| ADBE Adobe Inc. | Reduce -7.0% | 0.15% | −0.03 |
| MEDP Medpace Holdings Inc. | Reduce -15.8% | 0.28% | −0.02 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -60.5% | 0.01% | −0.01 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.01 |
| MRK Merck & Co. Inc. | Sold out | 0.00% | −0.01 |
| ICLR Icon PLC | Sold out | 0.00% | −0.01 |
| CTVA Corteva Inc. | Sold out | 0.00% | −0.01 |
| IT Gartner Inc. | Sold out | 0.00% | −0.01 |
| DIS The Walt Disney Co. | Sold out | 0.00% | −0.01 |
| QDEL Quidelortho Corp. | Sold out | 0.00% | −0.01 |
| NVDA Nvidia Corp. | Sold out | 0.00% | −0.01 |
| MRSH Marsh & McLennan Cos | Sold out | 0.00% | −0.01 |
| MFC Manulife Financial Corp. | Sold out | 0.00% | −0.01 |
| GOOG Google LLC Class C | Reduce -37.6% | 0.02% | −0.01 |
| UNH Unitedhealth Group Inc. | Reduce -35.4% | 0.01% | −0.01 |
| BMI Badger Meter Inc. | Reduce -32.7% | 0.01% | −0.00 |
| FDS Factset Research Systems Inc. | Reduce -25.9% | 0.01% | −0.00 |
| MSCI MSCI Inc. | Reduce -33.8% | 0.01% | −0.00 |
| GE General Electric Company | Reduce -36.6% | 0.01% | −0.00 |
| HD Home Depot Inc. | Reduce -35.7% | 0.01% | −0.00 |
| WMT Walmart Inc. | Reduce -36.6% | 0.03% | −0.00 |
| KNSL Kinsale Capital Group Inc. | Reduce -26.8% | 0.01% | −0.00 |
| ISRG Intuitive Surgical Inc. | Reduce -7.4% | 0.23% | −0.00 |
| IDXX Idexx Laboratories Inc. | Reduce -8.9% | 0.29% | −0.00 |
| GOOGLE LLC-CL A | Reduce -21.1% | 0.01% | −0.00 |
| BX Blackstone Inc. | Reduce -1.0% | 0.02% | −0.00 |
| AAPL Apple Inc. | Reduce -19.5% | 0.04% | −0.00 |
| OREAF Orea Mining Corp. | Sold out | 0.00% | 0.00 |
| AMZN Amazon.com Inc. | Reduce -13.3% | 0.01% | +0.00 |
| CVX Chevron Corp. | Reduce -38.2% | 0.02% | +0.00 |
| COR Cencora Inc. | Reduce -3.0% | 0.01% | +0.00 |
| RY Royal Bank of Canada | Reduce -11.3% | 0.02% | +0.00 |
| GWW WW Grainger Inc. | Reduce -5.5% | 0.01% | +0.00 |
| KO The Coca-Cola Co. | Reduce -19.9% | 0.03% | +0.00 |
| CAT Caterpillar Inc. | Reduce -4.3% | 0.01% | +0.00 |
| DUK Duke Energy Corp. | Reduce -5.3% | 0.02% | +0.00 |
| SNPS Synopsys Inc. | Reduce -3.8% | 0.10% | +0.01 |
| CBOE Cboe Global Markets Inc. | Reduce -25.9% | 0.08% | +0.01 |
Portfolio Buys Q4 2025 → Q1 2026
| PG The Procter & Gamble Co. | Add +12042.9% | 2.19% | +2.17 |
| MCD McDonald's Corp. | New | 1.32% | +1.32 |
| WISCONSIN ENERGY CORP | Add +8965.5% | 1.30% | +1.29 |
| NDAQ Nasdaq Inc. | New | 0.68% | +0.68 |
| VRSK Verisk Analytics Inc. | Add +16.2% | 1.82% | +0.42 |
| BR Broadridge Financial Solutio | Add +22.2% | 1.48% | +0.22 |
| MSFT Microsoft Corp. | Add +2.5% | 4.22% | +0.13 |
| T AT&T Inc. | New | 0.02% | +0.02 |
| MO Altria Group Inc. | Add +67.8% | 0.03% | +0.02 |
| ABBV Abbvie Inc. | Add +2.0% | 0.09% | +0.02 |
| PM Philip Morris International | Add +31.9% | 0.04% | +0.02 |
| AEP American Electric Power | New | 0.02% | +0.02 |
| XOM Exxon Mobil Corp. | New | 0.02% | +0.02 |
| VZ Verizon Communications Inc. | New | 0.02% | +0.02 |
| TFC Truist Financial Corp. | New | 0.01% | +0.01 |
| RTX RTX Corp. | New | 0.01% | +0.01 |
| JCI Johnson Controls Inc. | New | 0.01% | +0.01 |
| NVS Novartis AG-Sponsored ADR | New | 0.01% | +0.01 |
| TJX TJX Companies Inc. | Add +0.1% | 0.04% | +0.01 |
| LOW Lowe's Cos Inc. | Add +46.1% | 0.02% | +0.01 |
| Q Qnity Electronics Inc. | New | 0.01% | +0.01 |
| FAST Fastenal Co. | Add +1.9% | 0.03% | +0.01 |
| ENB Enbridge Inc. | New | 0.01% | +0.01 |
| BERKSHIRE HATHAWAY INC | Add +24.4% | 0.01% | +0.01 |
| JPM JPMorgan Chase & Co. | Add +15.4% | 0.02% | +0.00 |
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 |