Tandem Investment Advisors, Inc.

Tandem Investment Advisors, Inc. reported 68 holdings worth US$1.49B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 31, 2026

Tandem Investment Advisors, Inc. reported 68 holdings worth US$1.49B as of Jun 30, 2026. Largest: Amphenol Corporation, Nextera Energy, Inc. and Intercontinental Exchange Inc. Filed Jul 31, 2026 (Form 13F).

Holdings
68
Value as reported
US$1.49B

The filing in full

CompanySharesValue as reported% of portfolio
Amphenol Corporation522KUS$92.1M6.2%
Nextera Energy, Inc.881KUS$77.3M5.2%
Intercontinental Exchange Inc.539KUS$66.4M4.4%
Terreno Realty Corporation1.02MUS$65.9M4.4%
Microsoft Corp.174KUS$65M4.4%
Resmed Inc.330KUS$64.3M4.3%
Jack Henry & Associates, Inc.426KUS$58.7M3.9%
Brown & Brown, Inc.890KUS$57.1M3.8%
Stryker Corporation179KUS$56.3M3.8%
Roper Technologies, Inc.160KUS$54.1M3.6%
Church & Dwight Company, Inc.550KUS$53.3M3.6%
Visa Inc.135KUS$46.4M3.1%
Mastercard Incorporated85,826US$44.1M3.0%
Abbott Laboratories477KUS$43.2M2.9%
Procter & Gamble Company (the)291KUS$42.7M2.9%
Republic Services, Inc.192KUS$40.9M2.7%
Waste Connections, Inc.244KUS$40.7M2.7%
Mcdonald's Corporation138KUS$37.2M2.5%
Expeditors International Of Washington, Inc.220KUS$35.9M2.4%
Zoetis Inc.498KUS$35.8M2.4%
Johnson & Johnson136KUS$34.6M2.3%
Costco Wholesale Corporation33,676US$31.5M2.1%
Intuit Inc.104KUS$27.2M1.8%
Verisk Analytics, Inc.147KUS$26.3M1.8%
Pepsico, Inc.193KUS$26.2M1.8%
Rollins, Inc.616KUS$25.7M1.7%
Cintas Corporation118KUS$20M1.3%
Broadridge Financial Solutions, Inc.140KUS$19.2M1.3%
Nasdaq, Inc.227KUS$17.9M1.2%
Becton, Dickinson And Company92,167US$13.9M0.93%
Medpace Holdings, Inc.9,358US$4.96M0.33%
Fortinet, Inc.29,858US$4.59M0.31%
Idexx Laboratories, Inc.8,389US$4.42M0.30%
Qualys, Inc.29,188US$4.01M0.27%
O'reilly Automotive, Inc.36,587US$3.37M0.23%
Intuitive Surgical, Inc.7,793US$3.1M0.21%
Akamai Technologies, Inc.20,732US$2.45M0.16%
Tyler Technologies, Inc.7,246US$2.12M0.14%
Synopsys, Inc.4,271US$1.91M0.13%
Abbvie Inc.6,933US$1.74M0.12%
Monster Beverage Corporation14,979US$1.44M0.10%
Adobe Inc.5,146US$1.06M0.07%
Cboe Global Markets, Inc.3,451US$837K0.06%
Tjx Companies, Inc. (the)5,475US$829K0.06%
Apple Inc1,942US$562K0.04%
Royal Bank Of Canada2,700US$559K0.04%
Walmart Inc.4,291US$486K0.03%
Automatic Data Processing, Inc.2,061US$462K0.03%
Fastenal Company9,190US$441K0.03%
Altria Group, Inc.5,984US$431K0.03%
Philip Morris International Inc2,368US$428K0.03%
Blackstone Inc.3,422US$403K0.03%
Coca-cola Company (the)4,818US$392K0.03%
Truist Financial Corporation6,538US$326K0.02%
Lowe's Companies, Inc.1,310US$289K0.02%
Home Depot, Inc. (the)780US$275K0.02%
Nvidia Corporation1,255US$251K0.02%
Amazon.com, Inc.1,015US$242K0.02%
Msci Inc.422US$236K0.02%
Badger Meter, Inc.1,562US$232K0.02%
Factset Research Systems Inc.900US$207K0.01%
Duke Energy Corporation (holding Company)0US$00.00%
Enbridge Inc.0US$00.00%
Exxon Mobil Corporation0US$00.00%
Genpact Limited0US$00.00%
W.w. Grainger, Inc.0US$00.00%
Jp Morgan Chase & Co.0US$00.00%
Kinsale Capital Group, Inc.0US$00.00%
Novartis Ag0US$00.00%
Qnity Electronics, Inc.0US$00.00%
Rtx Corporation0US$00.00%
Unitedhealth Group Incorporated0US$00.00%
Verizon Communications Inc.0US$00.00%
American Electric Power Company, Inc.0US$00.00%
Cencora, Inc.0US$00.00%
At&t Inc.0US$00.00%
Caterpillar, Inc.0US$00.00%
Chevron Corporation0US$00.00%

Source

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