Tandem Investment Advisors, Inc.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$2.04B
Q ending 2026-03-31
Prior quarter
$2.69B
Q ending 2025-12-31
Change
-24.0% QoQ · +71069.7% YoY
Positions
83
reported holdings
Largest positions
All 83 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Intercontinental Exchange Inc | ICE | Shares | $113.3M | 720K |
| Nextera Energy Inc Com | NEE | Shares | $102.4M | 1.1M |
| Resmed Inc Com | RMD | Shares | $98.1M | 437K |
| Genpact Limited Shs | Shares | $94.3M | 2.5M | |
| Henry Jack & Assoc Inc Com | JKHY | Shares | $90.3M | 571K |
| Steris Plc Shs Usd | Shares | $87.7M | 397K | |
| Microsoft Corp Com | MSFT | Shares | $86.1M | 232K |
| Amphenol Corp New Cl A | APH | Shares | $85.8M | 679K |
| Zoetis Inc Cl A | Shares | $80.4M | 680K | |
| Brown & Brown Inc | BRO | Shares | $77.3M | 1.2M |
| Stryker Corp Com | SYK | Shares | $76.3M | 232K |
| Roper Technologies Inc Com | ROP | Shares | $75.0M | 212K |
| Terreno Rlty Corp Com | Shares | $74.1M | 1.2M | |
| Church & Dwight Inc Com | CHD | Shares | $68.7M | 736K |
| Abbott Laboratories | ABT | Shares | $64.7M | 631K |
| Blackrock Inc Com | BLQAD | Shares | $60.2M | 63K |
| Intuit Com | INTU | Shares | $60.0M | 139K |
| Mastercard Inc Cl A | MA | Shares | $56.5M | 113K |
| Visa Inc Cl A | V | Shares | $55.4M | 183K |
| Waste Connections Inc Com | WCN | Shares | $52.6M | 324K |
| Republic Svcs Inc Com | RSG | Shares | $44.6M | 204K |
| Procter & Gamble Co | PG | Shares | $44.6M | 309K |
| Costco Wholesale Corp | COST | Shares | $43.3M | 43K |
| Johnson & Johnson Com | JNJ | Shares | $43.2M | 177K |
| Expeditors Intl Wash | EXPD | Shares | $42.8M | 299K |
| Becton Dickinson & Co Com | BDX | Shares | $37.8M | 241K |
| Verisk Analytics Inc Com | Shares | $37.1M | 195K | |
| Automatic Data Processing | ADP | Shares | $33.3M | 164K |
| Broadridge Finl Soluti Com | BR | Shares | $30.1M | 185K |
| Mcdonalds Corp Com | MCD | Shares | $27.0M | 87K |
| Wec Energy Group Inc | Shares | $26.6M | 230K | |
| Nasdaq Omx Group Inc Com | NDAQ | Shares | $13.9M | 164K |
| Idexx Labs Inc Com | IDXX | Shares | $5.8M | 10K |
| Medpace Hldgs Inc Com | MEDP | Shares | $5.7M | 12K |
| Intuitive Surgical Inc Com New | Shares | $4.6M | 10K | |
| O Reilly Automotive Com | ORLY | Shares | $4.0M | 43K |
| Qualys Inc Com | QLYS | Shares | $3.3M | 38K |
| Fortinet Inc Com | Shares | $3.2M | 39K | |
| Tyler Technologies Inc Com | TYL | Shares | $3.2M | 9K |
| Adobe Sys Inc Com | ADBE | Shares | $3.1M | 13K |
| Akamai Technologies Inc | AKAM | Shares | $3.0M | 26K |
| Synopsys Inc Com | SNPS | Shares | $2.1M | 5K |
| Abbvie Inc Com | ABBV | Shares | $1.8M | 8K |
| Cboe Hldgs Inc Com | CBOE | Shares | $1.7M | 6K |
| Tjx Cos Inc New Com | TJX | Shares | $892K | 6K |
| Philip Morris Intl Inc Com | PM | Shares | $881K | 5K |
| Apple Computer Inc Com | AAPL | Shares | $716K | 3K |
| Wal Mart | WMT | Shares | $683K | 5K |
| Altria Group Inc | MO | Shares | $666K | 10K |
| Accenture Plc Ireland Shs Clas | Shares | $603K | 3K | |
| Fastenal Company | FAST | Shares | $573K | 12K |
| Coca Cola Co Com | KO | Shares | $543K | 7K |
| Lowes Cos Inc Com | LOW | Shares | $495K | 2K |
| Royal Bk Cda Montreal Com | RY | Shares | $459K | 3K |
| At&T Inc | T | Shares | $420K | 14K |
| Blackstone Group L P Com Unit | Shares | $404K | 4K | |
| American Elec Pwr Inc Com | AEP | Shares | $383K | 3K |
| Alphabet Inc Cl C | Shares | $350K | 1K | |
| Jpmorgan Chase & Co | JPM | Shares | $342K | 1K |
| Duke Energy Corp New | DUK | Shares | $340K | 3K |
| Exxon Mobil Corp | XOM | Shares | $333K | 2K |
| Chevron Corp | CVX | Shares | $328K | 2K |
| Verizon Communications | VZ | Shares | $324K | 6K |
| Amazon Com Inc | AMZN | Shares | $307K | 1K |
| Msci Inc Com | Shares | $301K | 559 | |
| Truist Finl Corp Com | TFC | Shares | $301K | 7K |
| Berkshire Hathaway B | Shares | $299K | 623 | |
| Raytheon Technologies Com | Shares | $289K | 1K | |
| Amerisourcebergen Corp Com | COR | Shares | $289K | 919 |
| Badger Meter Inc Com | BMI | Shares | $284K | 2K |
| Alphabet Inc Cl A | Shares | $278K | 966 | |
| Caterpillar Inc Del Com | CAT | Shares | $266K | 375 |
| Home Depot Inc Com | HD | Shares | $262K | 796 |
| Johnson Ctls Inc Com | Shares | $250K | 2K | |
| Novartis A G Sponsored Adr | NVS | Shares | $244K | 2K |
| Spdr Tr Unit Ser 1 | SPY | Shares | $239K | 367 |
| Unitedhealth Group Inc Com | UNH | Shares | $235K | 867 |
| Kinsale Cap Group Inc Com | KNSL | Shares | $230K | 673 |
| Grainger W W Inc Com | GWW | Shares | $226K | 207 |
| General Elec Co Com | Shares | $216K | 761 | |
| Factset Resh Sys Inc Com | FDS | Shares | $206K | 951 |
| Qnity Electronics Inc Common S | Q | Shares | $205K | 2K |
| Enbridge Inc Com | ENB | Shares | $200K | 4K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.