Tandem Investment Advisors, Inc.
Q2 2026 13F filing
Updated 41 days ago68 disclosed positions worth $1.5B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | A APH AMPHENOL CORP NEW CL A | $92.1M | 522.2K | 6.17% | Trimmed(-23.1%) |
| 2 | N NEE-PS NEXTERA ENERGY INC COM | $77.3M | 881.0K | 5.18% | Trimmed(-20.1%) |
| 3 | I ICE INTERCONTINENTAL EXCHANGE INC | $66.4M | 539.4K | 4.45% | Trimmed(-25.1%) |
| 4 | T TRNO TERRENO RLTY CORP COM | $65.9M | 1.02M | 4.41% | Trimmed(-15.7%) |
| 5 | M MSFT MICROSOFT CORP COM | $65M | 174.3K | 4.36% | Trimmed(-25.0%) |
| 6 | R RSMDF RESMED INC COM | $64.3M | 329.9K | 4.31% | Trimmed(-24.5%) |
| 7 | ? N/A STERIS PLC SHS USD | $62.7M | 297.8K | 4.20% | Trimmed(-24.9%) |
| 8 | J JKHY JACK HENRY & ASSOCIATES, INC. | $58.7M | 426.0K | 3.93% | Trimmed(-25.4%) |
| 9 | B BRO BROWN & BROWN INC | $57.1M | 889.6K | 3.82% | Trimmed(-24.9%) |
| 10 | S SYK STRYKER CORP COM | $56.3M | 178.9K | 3.77% | Trimmed(-22.9%) |
| 11 | R ROP ROPER TECHNOLOGIES INC COM | $54.1M | 160.0K | 3.63% | Trimmed(-24.5%) |
| 12 | C CHD CHURCH & DWIGHT INC COM | $53.3M | 549.8K | 3.57% | Trimmed(-25.3%) |
| 13 | V V VISA INC CL A | $46.4M | 135.3K | 3.11% | Trimmed(-26.2%) |
| 14 | B BSTZ BLACKROCK INC COM | $45.9M | 47.7K | 3.07% | Trimmed(-23.8%) |
| 15 | M MA MASTERCARD INC CL A | $44.1M | 85.8K | 2.95% | Trimmed(-24.1%) |
| 16 | A ABT ABBOTT LABORATORIES | $43.2M | 476.6K | 2.90% | Trimmed(-24.4%) |
| 17 | P PG PROCTER & GAMBLE CO | $42.7M | 291.5K | 2.86% | Trimmed(-5.6%) |
| 18 | R RSG REPUBLIC SVCS INC COM | $40.9M | 192.0K | 2.74% | Trimmed(-5.8%) |
| 19 | W WCN WASTE CONNECTIONS INC COM | $40.7M | 244.1K | 2.73% | Trimmed(-24.7%) |
| 20 | M MCD MCDONALDS CORP COM | $37.2M | 137.6K | 2.49% | Added(+58.5%) |
| 21 | E EXPD EXPEDITORS INTL WASH | $35.9M | 220.0K | 2.40% | Trimmed(-26.3%) |
| 22 | Z ZTS ZOETIS INC CL A | $35.8M | 498.1K | 2.40% | Trimmed(-26.7%) |
| 23 | J JNJ JOHNSON & JOHNSON COM | $34.6M | 136.2K | 2.32% | Trimmed(-22.9%) |
| 24 | C COST COSTCO WHOLESALE CORP | $31.5M | 33.7K | 2.11% | Trimmed(-22.4%) |
| 25 | I INTU INTUIT COM | $27.2M | 104.2K | 1.82% | Trimmed(-25.0%) |
| 26 | V VRSK VERISK ANALYTICS INC COM | $26.3M | 146.6K | 1.76% | Trimmed(-24.9%) |
| 27 | P PEP PEPSICO INC | $26.2M | 193.2K | 1.75% | — |
| 28 | R ROL ROLLINS INC COM | $25.7M | 615.8K | 1.72% | — |
| 29 | ? N/A WEC ENERGY GROUP INC | $20.4M | 174.9K | 1.37% | Trimmed(-23.9%) |
| 30 | C CTAS CINTAS CORP COM | $20M | 117.8K | 1.34% | — |
| 31 | B BR BROADRIDGE FINL SOLUTI COM | $19.2M | 140.0K | 1.28% | Trimmed(-24.4%) |
| 32 | N NDAQ NASDAQ OMX GROUP INC COM | $17.9M | 226.7K | 1.20% | Added(+38.5%) |
| 33 | B BDX BECTON DICKINSON & CO COM | $13.9M | 92.2K | 0.93% | Trimmed(-61.7%) |
| 34 | M MEDP MEDPACE HLDGS INC COM | $5M | 9.4K | 0.33% | Trimmed(-21.6%) |
| 35 | F FTNT FORTINET INC COM | $4.6M | 29.9K | 0.31% | Trimmed(-24.2%) |
| 36 | I IDXX IDEXX LABS INC COM | $4.4M | 8.4K | 0.30% | Trimmed(-19.1%) |
| 37 | Q QLYS QUALYS INC COM | $4M | 29.2K | 0.27% | Trimmed(-22.4%) |
| 38 | O ORLY O REILLY AUTOMOTIVE COM | $3.4M | 36.6K | 0.23% | Trimmed(-15.9%) |
| 39 | I ISRG INTUITIVE SURGICAL INC COM NEW | $3.1M | 7.8K | 0.21% | Trimmed(-21.8%) |
| 40 | A AKAM AKAMAI TECHNOLOGIES INC | $2.5M | 20.7K | 0.16% | Trimmed(-19.8%) |
| 41 | T TYL TYLER TECHNOLOGIES INC COM | $2.1M | 7.2K | 0.14% | Trimmed(-21.7%) |
| 42 | S SNPS SYNOPSYS INC COM | $1.9M | 4.3K | 0.13% | Trimmed(-20.9%) |
| 43 | A ABBV ABBVIE INC COM | $1.7M | 6.9K | 0.12% | Trimmed(-17.2%) |
| 44 | M MNST MONSTER BEVERAGE CORP COM | $1.4M | 15.0K | 0.10% | — |
| 45 | A ADBE ADOBE SYS INC COM | $1.1M | 5.1K | 0.07% | Trimmed(-59.4%) |
| 46 | C CBOE CBOE HLDGS INC COM | $837K | 3.5K | 0.06% | Trimmed(-43.1%) |
| 47 | T TJX TJX COS INC NEW COM | $829K | 5.5K | 0.06% | Trimmed(-1.9%) |
| 48 | A AAPL APPLE COMPUTER INC COM | $562K | 1.9K | 0.04% | Trimmed(-31.2%) |
| 49 | R RYLBF ROYAL BK CDA MONTREAL COM | $559K | 2.7K | 0.04% | Trimmed(-4.8%) |
| 50 | W WMT WAL MART | $486K | 4.3K | 0.03% | Trimmed(-21.9%) |