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Tandem Investment Advisors, Inc.

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1694284
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Sector Allocation

  • Technology22.8%$339.6M
  • Financials18.8%$280.1M
  • Healthcare17.6%$262.4M
  • Utilities12.0%$179.3M
  • Consumer Staples10.5%$156.8M
  • Industrials5.6%$83.8M
  • Real Estate4.4%$65.9M
  • Other4.2%$62.7M
  • Consumer Discretionary4.2%$62.2M

AUM History

13fpro.ai/research/fund/tandem-investment-advisors-inc-1694284

Largest positions — Q2 2026

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/tandem-investment-advisors-inc-1694284

Tandem Investment Advisors, Inc. 13F holdings — Q2 2026

$1.5B portfolio (-26.8% QoQ) · 68 holdings · Q2 2026 13F · top 10 are 45% of the stock portfolio

All holdings — Tandem Investment Advisors, Inc. (Q2 2026)

68 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

Company
ROP$ROPROPER TECHNOLOGIES INC$54.1M-25%
CHD$CHDCHURCH & DWIGHT CO INC /DE/$53.3M-25%
V$VVISA INC.$46.4M-26%
BLK$BLKBlackRock, Inc.$45.9M-24%
MA$MAMastercard Inc$44.1M-24%
ABT$ABTABBOTT LABORATORIES$43.2M-24%
PG$PGPROCTER & GAMBLE Co$42.7M-6%
RSG$RSGREPUBLIC SERVICES, INC.$40.9M-6%
WCN$WCNWaste Connections, Inc.$40.7M-25%
MCD$MCDMCDONALDS CORP$37.2M+59%
EXPD$EXPDEXPEDITORS INTERNATIONAL OF WASHINGTON INC$35.9M-26%
ZTS$ZTSZoetis Inc.$35.8M-27%
JNJ$JNJJOHNSON & JOHNSON$34.6M-23%
COST$COSTCOSTCO WHOLESALE CORP /NEW$31.5M-22%
INTU$INTUINTUIT INC.$27.2M-25%

What changed in Q2 2026

Against the previous quarter's 13F: 5 new, 2 added to, 60 trimmed, 20 sold out. Share-count changes; largest moves by dollar size first.

New positions (5)

  • PEP$PEPPEPSICO INC$26.2M

    first bought this quarter

  • ROL$ROLROLLINS INC$25.7M

    first bought this quarter

  • CTAS$CTASCINTAS CORP$20.0M

    first bought this quarter

  • MNST$MNSTMonster Beverage Corp$1.4M

    first bought this quarter

  • NVDA$NVDANVIDIA CORP$251K

    first bought this quarter

Added to (2)

  • MCD$MCDMCDONALDS CORP+59%

    now $37.2M · held 2 qtrs, 2 adds in a row

  • NDAQ$NDAQNASDAQ, INC.+39%

    now $17.9M · held 2 qtrs, 2 adds in a row

Trimmed (60)

  • ADP$ADPAUTOMATIC DATA PROCESSING INC-99%

    now $462K · held 9+ qtrs, 2 trims in a row

  • APH$APHAMPHENOL CORP /DE/-23%

    now $92.1M · held 9+ qtrs, 5 trims in a row

  • BDX$BDXBECTON DICKINSON & CO-62%

    now $13.9M · held 9+ qtrs, 5 trims in a row

  • ICE$ICEIntercontinental Exchange, Inc.-25%

    now $66.4M · held 9+ qtrs, 3 trims in a row

  • MSFT$MSFTMICROSOFT CORP-25%

    now $65.0M · held 9+ qtrs

  • RMD$RMDRESMED INC-25%

    now $64.3M · held 9+ qtrs, 3 trims in a row

+54 more in the Excel export

Sold out (20)

  • G$GGenpact LTDwas $94.3M

    held 7 qtrs

  • T$TAT&T INC.was $420K

    held 1 qtr

  • AEP$AEPAMERICAN ELECTRIC POWER CO INCwas $383K

    held 1 qtr

  • JPM$JPMJPMORGAN CHASE & COwas $342K

    held 9+ qtrs

  • DUK$DUKDuke Energy CORPwas $340K

    held 2 qtrs

  • XOM.R34088$XOM.R34088EXXON MOBIL CORPwas $333K

+14 more in the Excel export

Firm AUM (Form ADV): $3.5B as of 2025-12-31 · SEC IAPD

Share

Holdings by quarter

Every 13F Tandem Investment Advisors, Inc. has filed, 38 earlier quarters. Pick one to see what it held then.

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Q2 2026 13F filed with the SEC on Jul 31, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Tandem Investment Advisors's top 20 holdings: 72/100 (our AI quality score, weighted by position size; 20 of the 20 are scored)

Top 10 since filing

+2.5%

Value-weighted move of the 10 largest stock positions

Turnover

5%

Last quarter; 18% over the last 4

Top 10 weight

45%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

90%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured
  • Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
  • Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
  • Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q2 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
  • Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
  • Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Tandem Investment Advisors, Inc. disclosed 68 positions worth $1.5B in its Form 13F-HR for Q2 2026, led by $APH (AMPHENOL CORP /DE/) at 6.2% of the equity portfolio, followed by $NEE and $ICE. During the quarter the fund opened 5 new positions and exited 20 — including a new stake in $PEP and a full exit from $G. The portfolio is most concentrated in Technology (22.8% of disclosed assets). All figures are sourced directly from Tandem Investment Advisors, Inc.’s Form 13F-HR filing with the SEC under CIK 1694284.

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AI-Powered Hedge Fund Analysis: Tandem Investment Advisors, Inc.

13F Pro is an AI hedge fund tracker and stock research platform. For Tandem Investment Advisors, Inc. (SEC CIK: 1694284), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Tandem Investment Advisors, Inc.'s portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.