Tandem Investment Advisors, Inc. Top Holdings and 13F Report (2026) About Tandem Investment Advisors, Inc.Investment ActivityTandem Investment Advisors, Inc. has $1.49 billion in total holdings as of June 30, 2026.Tandem Investment Advisors, Inc. owns shares of 68 different stocks, but just 23 companies or ETFs make up 80% of its holdings.Approximately 6.18% of the portfolio was purchased this quarter.About 37.57% of the portfolio was sold this quarter.This quarter, Tandem Investment Advisors, Inc. has purchased 83 new stocks and bought additional shares in 2 stocks.Tandem Investment Advisors, Inc. sold shares of 60 stocks and completely divested from 20 stocks this quarter.Largest Holdings Amphenol $92,079,064NextEra Energy $77,326,686Intercontinental Exchange $66,399,994Terreno Realty $65,874,717Microsoft $65,027,084 Largest New Holdings this Quarter 713448108 - PepsiCo $26,153,593 Holding775711104 - Rollins $25,703,032 Holding172908105 - Cintas $20,041,887 Holding61174x109 - Monster Beverage $1,439,781 Holding67066G104 - NVIDIA $251,112 Holding Largest Purchases this Quarter PepsiCo 193,158 shares (about $26.15M)Rollins 615,789 shares (about $25.70M)Cintas 117,838 shares (about $20.04M)McDonald's 50,784 shares (about $13.73M)Nasdaq 63,078 shares (about $4.97M) Largest Sales this Quarter Automatic Data Processing 161,766 shares (about $36.23M)Amphenol 156,544 shares (about $27.60M)Becton, Dickinson and Company 148,334 shares (about $22.45M)Intercontinental Exchange 180,728 shares (about $22.25M)Microsoft 58,155 shares (about $21.69M) Sector Allocation Over TimeMap of 500 Largest Holdings ofTandem Investment Advisors, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAPHAmphenol$92,079,064$27,601,838 â–¼-23.1%522,2276.2%TechnologyNEENextEra Energy$77,326,686$19,481,605 â–¼-20.1%881,0155.2%UtilitiesICEIntercontinental Exchange$66,399,994$22,249,424 â–¼-25.1%539,3554.4%FinanceTRNOTerreno Realty$65,874,717$12,302,219 â–¼-15.7%1,017,0564.4%Real EstateMSFTMicrosoft$65,027,084$21,692,978 â–¼-25.0%174,3264.4%TechnologyRMDResMed$64,281,947$20,863,463 â–¼-24.5%329,8544.3%HealthcareSTERIS PLC SHS USD$62,713,220$20,833,164 â–¼-24.9%297,8264.2%COMJKHYJack Henry & Associates$58,678,479$20,029,600 â–¼-25.4%426,0093.9%FinanceBROBrown & Brown$57,070,983$18,956,004 â–¼-24.9%889,6493.8%FinanceSYKStryker$56,333,376$16,765,859 â–¼-22.9%178,9273.8%HealthcareROPER TECHNOLOGIES INC COM$54,143,415$17,598,310 â–¼-24.5%160,0033.6%COMCHDChurch & Dwight$53,263,655$18,080,617 â–¼-25.3%549,7903.6%Consumer StaplesVVisa$46,427,968$16,470,722 â–¼-26.2%135,3233.1%FinanceBLKBlackRock$45,908,720$14,303,205 â–¼-23.8%47,7443.1%FinanceMAMastercard$44,080,233$14,013,576 â–¼-24.1%85,8263.0%FinanceABTAbbott Laboratories$43,242,419$13,977,862 â–¼-24.4%476,5532.9%HealthcarePGProcter & Gamble$42,742,920$2,520,742 â–¼-5.6%291,4822.9%Consumer StaplesRSGRepublic Services$40,911,786$2,505,608 â–¼-5.8%192,0022.7%IndustrialsWCNWaste Connections$40,688,695$13,322,698 â–¼-24.7%244,0982.7%IndustrialsMCDMcDonald's$37,187,898$13,727,423 â–²58.5%137,5752.5%Consumer DiscretionaryEXPDExpeditors International of Washington$35,857,392$12,819,844 â–¼-26.3%220,0112.4%IndustrialsZTSZoetis$35,793,106$13,054,015 â–¼-26.7%498,0952.4%HealthcareJNJJohnson & Johnson$34,590,206$10,259,880 â–¼-22.9%136,1982.3%HealthcareCOSTCostco Wholesale$31,502,887$9,107,736 â–¼-22.4%33,6762.1%Consumer StaplesINTUIntuit$27,186,282$9,060,615 â–¼-25.0%104,1621.8%TechnologyVRSKVerisk Analytics$26,327,356$8,732,878 â–¼-24.9%146,6461.8%IndustrialsPEPPepsiCo$26,153,593$26,153,593 â–²New Holding193,1581.8%Consumer StaplesROLRollins$25,703,032$25,703,032 â–²New Holding615,7891.7%IndustrialsWEC ENERGY GROUP INC$20,418,402$6,395,493 â–¼-23.9%174,8601.4%COMCTASCintas$20,041,887$20,041,887 â–²New Holding117,8381.3%IndustrialsBRBroadridge Financial Solutions$19,168,617$6,197,398 â–¼-24.4%139,9681.3%IndustrialsNDAQNasdaq$17,869,282$4,971,808 â–²38.5%226,7101.2%FinanceBDXBecton, Dickinson and Company$13,947,632$22,447,384 â–¼-61.7%92,1670.9%HealthcareMEDPMedpace$4,955,903$1,361,576 â–¼-21.6%9,3580.3%HealthcareFTNTFortinet$4,586,785$1,460,926 â–¼-24.2%29,8580.3%TechnologyIDXXIDEXX Laboratories$4,416,305$1,046,036 â–¼-19.1%8,3890.3%HealthcareQLYSQualys$4,013,058$1,157,941 â–¼-22.4%29,1880.3%TechnologyORLYO'Reilly Automotive$3,369,296$635,789 â–¼-15.9%36,5870.2%Consumer DiscretionaryISRGIntuitive Surgical$3,099,120$866,147 â–¼-21.8%7,7930.2%HealthcareAKAMAkamai Technologies$2,450,729$606,299 â–¼-19.8%20,7320.2%TechnologyTYLTyler Technologies$2,119,165$587,552 â–¼-21.7%7,2460.1%TechnologySNPSSynopsys$1,905,164$504,059 â–¼-20.9%4,2710.1%TechnologyABBVAbbVie$1,744,620$362,865 â–¼-17.2%6,9330.1%HealthcareMNSTMonster Beverage$1,439,781$1,439,781 â–²New Holding14,9790.1%Consumer StaplesADBEAdobe$1,055,032$1,540,724 â–¼-59.4%5,1460.1%TechnologyCBOECboe Global Markets$837,454$635,310 â–¼-43.1%3,4510.1%FinanceTJXTJX Companies$829,462$16,513 â–¼-2.0%5,4750.1%Consumer DiscretionaryAAPLApple$561,937$254,347 â–¼-31.2%1,9420.0%TechnologyRYRoyal Bank Of Canada$558,819$28,355 â–¼-4.8%2,7000.0%FinanceWAL MART$485,998$136,025 â–¼-21.9%4,2910.0%COMADPAutomatic Data Processing$461,560$36,227,421 â–¼-98.7%2,0610.0%IndustrialsFASTFastenal$441,395$152,063 â–¼-25.6%9,1900.0%IndustrialsMOAltria Group$430,548$295,066 â–¼-40.7%5,9840.0%Consumer StaplesPMPhilip Morris International$428,394$535,673 â–¼-55.6%2,3680.0%Consumer StaplesBXBlackstone$402,666$10,355 â–¼-2.5%3,4220.0%FinanceKOCocaCola$391,558$188,383 â–¼-32.5%4,8180.0%Consumer StaplesALPHABET INC CL C$344,496$86,212 â–¼-20.0%9750.0%COMTFCTruist Financial$325,7230.0%6,5380.0%FinanceLOWLowe's Companies$288,841$172,864 â–¼-37.4%1,3100.0%Consumer DiscretionaryHDHome Depot$275,090$5,643 â–¼-2.0%7800.0%Consumer DiscretionaryNVDANVIDIA$251,112$251,112 â–²New Holding1,2550.0%TechnologyACNAccenture$244,524$133,648 â–¼-35.3%1,9650.0%TechnologyAMZNAmazon.com$241,915$109,160 â–¼-31.1%1,0150.0%Consumer DiscretionaryMSCIMSCI$236,336$76,725 â–¼-24.5%4220.0%FinanceBMIBadger Meter$231,769$44,959 â–¼-16.2%1,5620.0%TechnologyGENERAL ELEC CO COM$220,874$63,534 â–¼-22.3%5910.0%COMFDSFactSet Research Systems$207,072$11,734 â–¼-5.4%9000.0%FinanceALPHABET INC CL A$202,271$142,948 â–¼-41.4%5660.0%COMGGenpact$0$94,310,332 â–¼-100.0%00.0%IndustrialsTAT&T$0$420,065 â–¼-100.0%00.0%Communication ServicesAEPAmerican Electric Power$0$383,278 â–¼-100.0%00.0%UtilitiesJPMJPMorgan Chase & Co.$0$342,402 â–¼-100.0%00.0%FinanceDUKDuke Energy$0$340,313 â–¼-100.0%00.0%UtilitiesXOMExxonMobil$0$332,534 â–¼-100.0%00.0%EnergyCVXChevron$0$327,523 â–¼-100.0%00.0%EnergyVZVerizon Communications$0$323,941 â–¼-100.0%00.0%Communication ServicesBERKSHIRE HATHAWAY B$0$298,542 â–¼-100.0%00.0%COMRTXRTX$0$288,771 â–¼-100.0%00.0%IndustrialsCORCencora$0$288,695 â–¼-100.0%00.0%HealthcareCATCaterpillar$0$265,673 â–¼-100.0%00.0%IndustrialsJOHNSON CTLS INC COM$0$250,115 â–¼-100.0%00.0%COMNVSNovartis$0$243,789 â–¼-100.0%00.0%HealthcareSPYSPDR S&P 500 ETF Trust$0$238,675 â–¼-100.0%00.0%ETFUNHUnitedHealth Group$0$234,602 â–¼-100.0%00.0%HealthcareKNSLKinsale Capital Group$0$229,937 â–¼-100.0%00.0%FinanceGWWW.W. Grainger$0$225,798 â–¼-100.0%00.0%IndustrialsQNITY ELECTRONICS INC COMMON S$0$205,492 â–¼-100.0%00.0%COMENBEnbridge$0$200,264 â–¼-100.0%00.0%EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. 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