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Tandem Investment Advisors, Inc. Top Holdings and 13F Report (2026)

About Tandem Investment Advisors, Inc.

Investment Activity

  • Tandem Investment Advisors, Inc. has $2.04 billion in total holdings as of March 31, 2026.
  • Tandem Investment Advisors, Inc. owns shares of 83 different stocks, but just 22 companies or ETFs make up 80% of its holdings.
  • Approximately 6.27% of the portfolio was purchased this quarter.
  • About 23.85% of the portfolio was sold this quarter.
  • This quarter, Tandem Investment Advisors, Inc. has purchased 83 new stocks and bought additional shares in 13 stocks.
  • Tandem Investment Advisors, Inc. sold shares of 58 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

NextEra Energy
$102,444,504
ResMed
$98,078,006
Genpact
$94,310,332

Largest New Holdings this Quarter

580135101 - McDonald's
$26,973,775 Holding
631103108 - Nasdaq
$13,890,720 Holding
00206R102 - AT&T
$420,065 Holding
025537101 - American Electric Power
$383,278 Holding
30231G102 - ExxonMobil
$332,534 Holding

Largest Purchases this Quarter

Procter & Gamble
306,130 shares (about $44.22M)
McDonald's
86,791 shares (about $26.97M)
WEC ENERGY GROUP INC
227,097 shares (about $26.29M)
Nasdaq
163,632 shares (about $13.89M)
Broadridge Financial Solutions
33,642 shares (about $5.47M)

Largest Sales this Quarter

Accenture
381,695 shares (about $75.69M)
Visa
233,768 shares (about $70.65M)
Mastercard
84,651 shares (about $42.30M)
Abbott Laboratories
362,248 shares (about $37.19M)
Amphenol
268,717 shares (about $33.95M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTandem Investment Advisors, Inc.

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$113,254,654$14,947,419 -11.7%720,0835.6%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$102,444,504$18,231,044 -15.1%1,102,9775.0%Utilities
ResMed Inc. stock logo
RMD
ResMed
$98,078,006$14,194,544 -12.6%436,9124.8%Medical
Genpact Limited stock logo
G
Genpact
$94,310,332$10,806,672 -10.3%2,531,8214.6%Computer and Technology
Jack Henry & Associates, Inc. stock logo
JKHY
Jack Henry & Associates
$90,308,007$12,385,753 -12.1%571,4254.4%Computer and Technology
STERIS PLC SHS USD
$87,736,202$10,450,162 -10.6%396,7634.3%COM
Microsoft Corporation stock logo
MSFT
Microsoft
$86,057,492$2,098,864 2.5%232,4814.2%Computer and Technology
Amphenol Corporation stock logo
APH
Amphenol
$85,762,716$33,952,393 -28.4%678,7714.2%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$80,353,720$3,312,362 -4.0%679,7543.9%Medical
Brown & Brown, Inc. stock logo
BRO
Brown & Brown
$77,283,240$6,956,212 -8.3%1,185,1443.8%Finance
Stryker Corporation stock logo
SYK
Stryker
$76,291,698$12,877,114 -14.4%232,1793.7%Medical
ROPER TECHNOLOGIES INC COM
$75,021,505$3,259,404 -4.2%212,0093.7%COM
Terreno Realty Corporation stock logo
TRNO
Terreno Realty
$74,133,510$10,126,561 -12.0%1,206,9933.6%Finance
Church & Dwight Co., Inc. stock logo
CHD
Church & Dwight
$68,722,621$5,721,822 -7.7%736,4193.4%Consumer Staples
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$64,743,291$37,192,002 -36.5%630,5963.2%Medical
BlackRock stock logo
BLK
BlackRock
$60,221,318$6,383,831 -9.6%62,6193.0%Finance
Intuit Inc. stock logo
INTU
Intuit
$60,047,637$156,954 -0.3%138,8772.9%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$56,517,042$42,296,718 -42.8%113,1112.8%Business Services
Visa Inc. stock logo
V
Visa
$55,409,659$70,654,040 -56.0%183,3302.7%Business Services
Waste Connections, Inc. stock logo
WCN
Waste Connections
$52,634,296$6,295,687 -10.7%324,0232.6%Business Services
Republic Services, Inc. stock logo
RSG
Republic Services
$44,627,734$7,814,196 -14.9%203,7612.2%Business Services
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$44,584,584$44,217,418 12,042.9%308,6722.2%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$43,257,019$7,352,657 -14.5%43,4122.1%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$43,167,126$22,492,635 -34.3%176,5962.1%Medical
Expeditors International of Washington, Inc. stock logo
EXPD
Expeditors International of Washington
$42,778,504$4,237,603 -9.0%298,6702.1%Transportation
Becton, Dickinson and Company stock logo
BDX
Becton, Dickinson and Company
$37,813,972$1,009,731 -2.6%240,5011.9%Medical
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$37,056,088$5,169,739 16.2%195,2891.8%Business Services
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$33,286,370$33,771,361 -50.4%163,8271.6%Computer and Technology
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$30,094,708$5,466,152 22.2%185,2211.5%Computer and Technology
McDonald's Corporation stock logo
MCD
McDonald's
$26,973,775$26,973,775 New Holding86,7911.3%Retail/Wholesale
WEC ENERGY GROUP INC
$26,584,265$26,291,020 8,965.5%229,6301.3%COM
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$13,890,720$13,890,720 New Holding163,6320.7%Finance
IDEXX Laboratories, Inc. stock logo
IDXX
IDEXX Laboratories
$5,830,171$566,947 -8.9%10,3760.3%Medical
Medpace Holdings, Inc. stock logo
MEDP
Medpace
$5,728,187$1,077,546 -15.8%11,9290.3%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$4,596,531$366,026 -7.4%9,9710.2%Medical
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$4,014,654$752,511 -15.8%43,4910.2%Retail/Wholesale
Qualys, Inc. stock logo
QLYS
Qualys
$3,304,039$657,118 -16.6%37,6100.2%Computer and Technology
Fortinet, Inc. stock logo
FTNT
Fortinet
$3,217,153$480,105 -13.0%39,3680.2%Computer and Technology
Tyler Technologies, Inc. stock logo
TYL
Tyler Technologies
$3,168,727$533,770 -14.4%9,2550.2%Computer and Technology
Adobe Inc. stock logo
ADBE
Adobe
$3,077,636$233,114 -7.0%12,6610.2%Computer and Technology
Akamai Technologies, Inc. stock logo
AKAM
Akamai Technologies
$2,970,136$565,407 -16.0%25,8610.1%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$2,141,388$84,054 -3.8%5,4010.1%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$1,821,479$35,886 2.0%8,3750.1%Medical
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$1,705,814$596,993 -25.9%6,0690.1%Financial Services
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$891,765$1,278 0.1%5,5840.0%Retail/Wholesale
Philip Morris International Inc. stock logo
PM
Philip Morris International
$881,097$212,958 31.9%5,3290.0%Consumer Staples
Apple Inc. stock logo
AAPL
Apple
$715,942$173,339 -19.5%2,8210.0%Computer and Technology
WAL MART
$682,546$394,713 -36.6%5,4920.0%COM
Altria Group, Inc. stock logo
MO
Altria Group
$665,509$268,777 67.7%10,0850.0%Consumer Staples
Accenture PLC stock logo
ACN
Accenture
$602,603$75,686,263 -99.2%3,0390.0%Computer and Technology
Fastenal Company stock logo
FAST
Fastenal
$573,318$10,394 1.8%12,3560.0%Retail/Wholesale
CocaCola Company (The) stock logo
KO
CocaCola
$542,693$135,217 -19.9%7,1360.0%Consumer Staples
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$494,770$156,181 46.1%2,0940.0%Retail/Wholesale
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$458,970$58,241 -11.3%2,8370.0%Finance
AT&T Inc. stock logo
T
AT&T
$420,065$420,065 New Holding14,4900.0%Computer and Technology
Blackstone Inc. stock logo
BX
Blackstone
$403,615$4,025 -1.0%3,5100.0%Finance
American Electric Power Company, Inc. stock logo
AEP
American Electric Power
$383,278$383,278 New Holding2,9240.0%Utilities
ALPHABET INC CL C
$349,682$211,129 -37.6%1,2190.0%COM
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$342,402$45,595 15.4%1,1640.0%Finance
Duke Energy Corporation stock logo
DUK
Duke Energy
$340,313$18,986 -5.3%2,5990.0%Utilities
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$332,534$332,534 New Holding1,9600.0%Energy
Chevron Corporation stock logo
CVX
Chevron
$327,523$202,555 -38.2%1,5830.0%Energy
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$323,941$323,941 New Holding6,4530.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$306,782$47,069 -13.3%1,4730.0%Retail/Wholesale
MSCI Inc stock logo
MSCI
MSCI
$301,307$153,618 -33.8%5590.0%Finance
Truist Financial Corporation stock logo
TFC
Truist Financial
$300,552$300,552 New Holding6,5380.0%Finance
BERKSHIRE HATHAWAY B
$298,542$58,462 24.4%6230.0%COM
RTX Corporation stock logo
RTX
RTX
$288,771$288,771 New Holding1,4970.0%Aerospace
Cencora, Inc. stock logo
COR
Cencora
$288,695$8,796 -3.0%9190.0%Medical
Badger Meter, Inc. stock logo
BMI
Badger Meter
$284,133$138,029 -32.7%1,8650.0%Computer and Technology
ALPHABET INC CL A
$277,783$74,478 -21.1%9660.0%COM
Caterpillar Inc. stock logo
CAT
Caterpillar
$265,673$12,044 -4.3%3750.0%Industrials
The Home Depot, Inc. stock logo
HD
Home Depot
$261,796$145,369 -35.7%7960.0%Retail/Wholesale
JOHNSON CTLS INC COM
$250,115$250,115 New Holding1,9100.0%COM
Novartis AG stock logo
NVS
Novartis
$243,789$243,789 New Holding1,5960.0%Medical
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$238,675$364,841 -60.5%3670.0%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$234,602$128,260 -35.3%8670.0%Medical
Kinsale Capital Group, Inc. stock logo
KNSL
Kinsale Capital Group
$229,937$84,048 -26.8%6730.0%Finance
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$225,798$13,090 -5.5%2070.0%Industrials
GENERAL ELEC CO COM
$215,949$124,859 -36.6%7610.0%COM
FactSet Research Systems Inc. stock logo
FDS
FactSet Research Systems
$206,357$72,041 -25.9%9510.0%Business Services
QNITY ELECTRONICS INC COMMON S
$205,492$205,492 New Holding1,7810.0%COM
Enbridge Inc stock logo
ENB
Enbridge
$200,264$200,264 New Holding3,6990.0%Energy
ExlService Holdings, Inc. stock logo
EXLS
ExlService
$0$3,125,069 -100.0%00.0%Computer and Technology
Eaton Corporation, PLC stock logo
ETN
Eaton
$0$273,600 -100.0%00.0%Industrials
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$0$266,413 -100.0%00.0%Medical
Icon Plc stock logo
ICLR
Icon
$0$251,281 -100.0%00.0%Medical
Corteva, Inc. stock logo
CTVA
Corteva
$0$239,967 -100.0%00.0%Consumer Staples
Gartner, Inc. stock logo
IT
Gartner
$0$236,386 -100.0%00.0%Business Services
The Walt Disney Company stock logo
DIS
Walt Disney
$0$215,139 -100.0%00.0%Consumer Discretionary
QuidelOrtho Corporation stock logo
QDEL
QuidelOrtho
$0$213,058 -100.0%00.0%Medical
NVIDIA Corporation stock logo
NVDA
NVIDIA
$0$210,559 -100.0%00.0%Computer and Technology
MARSH & MCLENNAN COS COM
$0$203,330 -100.0%00.0%COM
Manulife Financial Corp stock logo
MFC
Manulife Financial
$0$201,390 -100.0%00.0%Finance
OREA MINING CORP COM
$0-100.0%00.0%COM

Showing largest 100 holdings. View all holdings.
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