Tandem Investment Advisors, Inc.
13F Reported Value
ⓘ$2.0B
Holdings
83
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
Tandem Investment Advisors, Inc. disclosed 83 positions worth $2.0B in its Form 13F-HR for Q1 2026, led by $ICE (Intercontinental Exchange, Inc.) at 5.5% of the equity portfolio, followed by $NEE and $RMD. During the quarter the fund opened 12 new positions and exited 12 — including a new stake in $MCD and a full exit from $EXLS. The portfolio is most concentrated in Technology (28.4% of disclosed assets). All figures are sourced directly from Tandem Investment Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1694284.
AI Fund Analysis
DiversifyingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 73.8#184
Quality
$113.3M720,083 sh - 71.7#249
Quality
$102.4M1,102,977 sh - 79.8#50
Quality
$98.1M436,912 sh - —
Quality
$94.3M2,531,821 sh - 72.8
Quality
$90.3M571,425 sh STERIS PLC SHS USD
—Quality
$87.7M396,763 sh- 83.7
Quality
$86.1M232,481 sh - 80.5
Quality
$85.8M678,771 sh - 72.6
Quality
$80.4M679,754 sh - 75.1
Quality
$77.3M1,185,144 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 Intercontinental Exchange, Inc.$ICE | 73.8#184 | $113.3M | 720,083 |
 NEXTERA ENERGY INC$NEE | 71.7#249 | $102.4M | 1,102,977 |
 RESMED INC$RMD | 79.8#50 | $98.1M | 436,912 |
 Genpact LTD$G | — | $94.3M | 2,531,821 |
 JACK HENRY & ASSOCIATES INC$JKHY | 72.8 | $90.3M | 571,425 |
| STERIS PLC SHS USD | — | $87.7M | 396,763 |
 MICROSOFT CORP$MSFT | 83.7 | $86.1M | 232,481 |
 AMPHENOL CORP /DE/$APH | 80.5 | $85.8M | 678,771 |
 Zoetis Inc.$ZTS | 72.6 | $80.4M | 679,754 |
 BROWN & BROWN, INC.$BRO | 75.1 | $77.3M | 1,185,144 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Tandem Investment Advisors, Inc.'s 83 positions.
Showing top 10 of 83 holdings.
Sector Allocation
Technology
$579.0M
Healthcare
$418.9M
Financials
$380.6M
Utilities
$227.0M
Consumer Staples
$115.7M
Other
$88.0M
Consumer Discretionary
$77.7M
Industrials
$77.3M
Full Holdings — Tandem Investment Advisors, Inc. (Q1 2026)
All 83 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $ICE | Intercontinental Exchange, Inc. | $113.3M | 5.5% | -12% | 73.8 |
| 2 | $NEE | NEXTERA ENERGY INC | $102.4M | 5.0% | -15% | 71.7 |
| 3 | $RMD | RESMED INC | $98.1M | 4.8% | -13% | 79.8 |
| 4 | $G | Genpact LTD | $94.3M | 4.6% | -10% | — |
| 5 | $JKHY | JACK HENRY & ASSOCIATES INC | $90.3M | 4.4% | -12% | 72.8 |
| 6 | — | STERIS PLC SHS USD | $87.7M | 4.3% | -11% | — |
| 7 | $MSFT | MICROSOFT CORP | $86.1M | 4.2% | +2% | 83.7 |
| 8 | $APH | AMPHENOL CORP /DE/ | $85.8M | 4.2% | -28% | 80.5 |
| 9 | $ZTS | Zoetis Inc. | $80.4M | 3.9% | -4% | 72.6 |
| 10 | $BRO | BROWN & BROWN, INC. | $77.3M | 3.8% | -8% | 75.1 |
| 11 |  $SYK | STRYKER CORP | $76.3M | 3.7% | -14% | 69.8 |
| 12 |  $ROP | ROPER TECHNOLOGIES INC | $75.0M | 3.7% | -4% | 72.2 |
| 13 |  $TRNO | Terreno Realty Corp | $74.1M | 3.6% | -12% | 75.4 |
| 14 |  $CHD | CHURCH & DWIGHT CO INC /DE/ | $68.7M | 3.4% | -8% | 65.3 |
| 15 |  $ABT | ABBOTT LABORATORIES | $64.7M | 3.2% | -36% | 67 |
| 16 |  $BLK | BlackRock, Inc. | $60.2M | 3.0% | -10% | 70.3 |
| 17 |  $INTU | INTUIT INC. | $60.0M | 2.9% | -0% | 82 |
| 18 |  $MA | Mastercard Inc | $56.5M | 2.8% | -43% | 81.7 |
| 19 |  $V | VISA INC. | $55.4M | 2.7% | -56% | 83.5 |
| 20 |  $WCN | Waste Connections, Inc. | $52.6M | 2.6% | -11% | — |
| 21 |  $RSG | REPUBLIC SERVICES, INC. | $44.6M | 2.2% | -15% | 72 |
| 22 |  $PG | PROCTER & GAMBLE Co | $44.6M | 2.2% | NEW | 72.9 |
| 23 |  $COST | COSTCO WHOLESALE CORP /NEW | $43.3M | 2.1% | -15% | 67 |
| 24 |  $JNJ | JOHNSON & JOHNSON | $43.2M | 2.1% | -34% | 72.8 |
| 25 |  $EXPD | EXPEDITORS INTERNATIONAL OF WASHINGTON INC | $42.8M | 2.1% | -9% | 71.2 |
| 26 |  $BDX | BECTON DICKINSON & CO | $37.8M | 1.9% | -3% | 50.7 |
| 27 |  $VRSK | Verisk Analytics, Inc. | $37.1M | 1.8% | +16% | 77.3 |
| 28 |  $ADP | AUTOMATIC DATA PROCESSING INC | $33.3M | 1.6% | -50% | 77.9 |
| 29 |  $BR | BROADRIDGE FINANCIAL SOLUTIONS, INC. | $30.1M | 1.5% | +22% | 77.6 |
| 30 |  $MCD | MCDONALDS CORP | $27.0M | 1.3% | NEW | 73.9 |
| 31 |  $WEC | WEC ENERGY GROUP, INC. | $26.6M | 1.3% | +8966% | 67 |
| 32 |  $NDAQ | NASDAQ, INC. | $13.9M | 0.7% | NEW | 78.5 |
| 33 |  $IDXX | IDEXX LABORATORIES INC /DE | $5.8M | 0.3% | -9% | 73.6 |
| 34 |  $MEDP | Medpace Holdings, Inc. | $5.7M | 0.3% | -16% | 77.4 |
| 35 |  $ISRG | INTUITIVE SURGICAL INC | $4.6M | 0.2% | -7% | 81.4 |
| 36 |  $ORLY | O REILLY AUTOMOTIVE INC | $4.0M | 0.2% | -16% | 72.7 |
| 37 |  $QLYS | QUALYS, INC. | $3.3M | 0.2% | -17% | 73.4 |
| 38 |  $FTNT | Fortinet, Inc. | $3.2M | 0.2% | -13% | 78.1 |
| 39 |  $TYL | TYLER TECHNOLOGIES INC | $3.2M | 0.2% | -14% | 69.3 |
| 40 |  $ADBE | ADOBE INC. | $3.1M | 0.1% | -7% | 80.4 |
| 41 |  $AKAM | AKAMAI TECHNOLOGIES INC | $3.0M | 0.1% | -16% | 62 |
| 42 |  $SNPS | SYNOPSYS INC | $2.1M | 0.1% | -4% | 63.1 |
| 43 |  $ABBV | AbbVie Inc. | $1.8M | 0.1% | +2% | 59.3 |
| 44 |  $CBOE | Cboe Global Markets, Inc. | $1.7M | 0.1% | -26% | 81.2 |
| 45 |  $TJX | TJX COMPANIES INC /DE/ | $891,765 | 0.0% | +0% | 70.7 |
| 46 |  $PM | Philip Morris International Inc. | $881,097 | 0.0% | +32% | 80.5 |
| 47 |  $AAPL | Apple Inc. | $715,942 | 0.0% | -19% | 76.1 |
| 48 |  $WMT | Walmart Inc. | $682,546 | 0.0% | -37% | 63.2 |
| 49 |  $MO | ALTRIA GROUP, INC. | $665,509 | 0.0% | +68% | 72.1 |
| 50 |  $ACN | Accenture plc | $602,603 | 0.0% | -99% | — |
| 51 |  $FAST | FASTENAL CO | $573,318 | 0.0% | +2% | 73.5 |
| 52 |  $KO | COCA COLA CO | $542,693 | 0.0% | -20% | 74 |
| 53 |  $LOW | LOWES COMPANIES INC | $494,770 | 0.0% | +46% | 63.5 |
| 54 |  $RY | ROYAL BANK OF CANADA | $458,970 | 0.0% | -11% | — |
| 55 |  $T | AT&T INC. | $420,065 | 0.0% | NEW | 71.9 |
| 56 |  $BX | Blackstone Inc. | $403,615 | 0.0% | -1% | 68 |
| 57 |  $AEP | AMERICAN ELECTRIC POWER CO INC | $383,278 | 0.0% | NEW | 75.4 |
| 58 |  $GOOG | Alphabet Inc. | $349,682 | 0.0% | -38% | 80.2 |
| 59 |  $JPM | JPMORGAN CHASE & CO | $342,402 | 0.0% | +15% | 35.6 |
| 60 |  $DUK | Duke Energy CORP | $340,313 | 0.0% | -5% | 64 |
| 61 |  $XOM | EXXON MOBIL CORP | $332,534 | 0.0% | NEW | 61.8 |
| 62 |  $CVX | CHEVRON CORP | $327,523 | 0.0% | -38% | 54.7 |
| 63 |  $VZ | VERIZON COMMUNICATIONS INC | $323,941 | 0.0% | NEW | 71.6 |
| 64 |  $AMZN | AMAZON COM INC | $306,782 | 0.0% | -13% | 74.6 |
| 65 |  $MSCI | MSCI Inc. | $301,307 | 0.0% | -34% | 77.6 |
| 66 |  $TFC | TRUIST FINANCIAL CORP | $300,552 | 0.0% | NEW | — |
| 67 |  $BRK-A | BERKSHIRE HATHAWAY INC | $298,542 | 0.0% | +24% | 64.5 |
| 68 |  $RTX | RTX Corp | $288,771 | 0.0% | NEW | 70 |
| 69 |  $COR | Cencora, Inc. | $288,695 | 0.0% | -3% | 59.6 |
| 70 |  $BMI | BADGER METER INC | $284,133 | 0.0% | -33% | 71.6 |
| 71 | $GOOG | Alphabet Inc. | $277,783 | 0.0% | -21% | 80.2 |
| 72 |  $CAT | CATERPILLAR INC | $265,673 | 0.0% | -4% | 67.8 |
| 73 |  $HD | HOME DEPOT, INC. | $261,796 | 0.0% | -36% | 69.2 |
| 74 |  $JCI | Johnson Controls International plc | $250,115 | 0.0% | NEW | — |
| 75 |  $NVS | NOVARTIS AG | $243,789 | 0.0% | NEW | — |
| 76 |  $SPY | SPDR S&P 500 ETF TRUST | $238,675 | 0.0% | -60% | — |
| 77 |  $UNH | UNITEDHEALTH GROUP INC | $234,602 | 0.0% | -35% | 66.8 |
| 78 |  $KNSL | Kinsale Capital Group, Inc. | $229,937 | 0.0% | -27% | 79.6 |
| 79 |  $GWW | W.W. GRAINGER, INC. | $225,798 | 0.0% | -5% | 69.5 |
| 80 |  $GE | GENERAL ELECTRIC CO | $215,949 | 0.0% | -37% | 74.8 |
| 81 |  $FDS | FACTSET RESEARCH SYSTEMS INC | $206,357 | 0.0% | -26% | 67.9 |
| 82 |  $Q | Qnity Electronics, Inc. | $205,492 | 0.0% | NEW | — |
| 83 |  $ENB | ENBRIDGE INC | $200,264 | 0.0% | NEW | — |
New Positions (12)
$MCD MCDONALDS CORP$27.0M$NDAQ NASDAQ, INC.$13.9M$T AT&T INC.$420,065$AEP AMERICAN ELECTRIC POWER CO INC$383,278$XOM EXXON MOBIL CORP$332,534$VZ VERIZON COMMUNICATIONS INC$323,941$TFC TRUIST FINANCIAL CORP$300,552$RTX RTX Corp$288,771$JCI Johnson Controls International plc$250,115$NVS NOVARTIS AG$243,789$Q Qnity Electronics, Inc.$205,492$ENB ENBRIDGE INC$200,264
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