Tandem Investment Advisors, Inc.

CIK

1694284

Location

CHARLESTON, SC

Portfolio Value

Mid $1,225,429,855

Diversification

Diversified

Filing Date

Global Rank

#1,733 / 8,633 ▼ 429

Top Industry

Medical Devices 8.1%

3Y Alpha vs SPY

-16.0%

Period ended 52 days ago

Filed Jul 31, 2026 · 21d

26 quarters · since Mar 2020

Clone Performance

Aug 2023–Aug 2026 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+15.9%

SPY

+75.1%

Annualised alpha

-15.5%

Max drawdown

−22.6%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.

Portfolio Concentration

54 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

7.5%

+1.1 pts

Top 5

29.8%

+1.8 pts

Top 10

52.6%

+2.4 pts

HHI

415

Diversified+24

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	26.9%	$329,576,991	16
Financial Services	19.1%	$233,777,528	9
Healthcare	18.2%	$223,512,408	8
Consumer Defensive	12.7%	$155,399,553	8
Industrials	11.3%	$137,941,155	5
Utilities	6.3%	$77,326,686	1
Consumer Cyclical	5.5%	$67,895,534	7

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
NDAQ	Nasdaq, Inc.	+63,078	226,710	$17,869,282
MCD	Mcdonalds Corp	+50,784	137,575	$37,187,898
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
BRO	Brown & Brown, Inc.	−295,495	889,649	$57,070,983
NEE	Nextera Energy Inc	−221,962	881,015	$77,326,686
CHD	Church & Dwight Co Inc /De/	−186,629	549,790	$53,263,655
ICE	Intercontinental Exchange, Inc.	−180,728	539,355	$66,399,994
ADP	Automatic Data Processing Inc	−161,766	2,061	$461,560
APH	Amphenol Corp /De/	−156,544	522,227	$92,079,064
ABT	Abbott Laboratories	−154,043	476,553	$43,242,419
BDX	Becton Dickinson & Co	−148,334	92,167	$13,947,632
JKHY	Jack Henry & Associates Inc	−145,416	426,009	$58,678,479
RMD	Resmed Inc	−107,058	329,854	$64,281,947
WCN	Waste Connections, Inc.	−79,925	244,098	$40,688,695
EXPD	Expeditors International Of Washington Inc	−78,659	220,011	$35,857,392
MSFT	Microsoft Corp	−58,155	174,326	$65,027,084
SYK	Stryker Corp	−53,252	178,927	$56,333,376
ROP	Roper Technologies Inc	−52,006	160,003	$54,143,415
V	Visa Inc.	−48,007	135,323	$46,427,968
BR	Broadridge Financial Solutions, Inc.	−45,253	139,968	$19,168,617
JNJ	Johnson & Johnson	−40,398	136,198	$34,590,206
INTU	Intuit Inc.	−34,715	104,162	$27,186,282
MA	Mastercard Inc	−27,285	85,826	$44,080,233
PG	PROCTER & GAMBLE Co	−17,190	291,482	$42,742,920
RSG	Republic Services, Inc.	−11,759	192,002	$40,911,786
COST	Costco Wholesale Corp /New	−9,736	33,676	$31,502,887
QLYS	Qualys, Inc.	−8,422	29,188	$4,013,058
ADBE	Adobe Inc.	−7,515	5,146	$1,055,032
No positions match the current search.

New Positions

Positions the filer opened this quarter

4 positions

Ticker	Company	Shares	Value
PEP	Pepsico Inc	193,158	$26,153,593
ROL	Rollins Inc	615,789	$25,703,032
CTAS	Cintas Corp	117,838	$20,041,887
NVDA	Nvidia Corp	1,255	$251,112
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
G	Genpact LTD	2,531,821	$94,310,332
ZTS	Zoetis Inc.	679,754	$80,353,720
TRNO	Terreno Realty Corp	1,206,993	$74,133,510
VRSK	Verisk Analytics, Inc.	195,289	$37,056,087
ISRG	Intuitive Surgical Inc	9,971	$4,596,531
FTNT	Fortinet, Inc.	39,368	$3,217,152
T	At&T Inc.	14,490	$420,065
BX	Blackstone Inc.	3,510	$403,614
AEP	American Electric Power Co Inc	2,924	$383,277
JPM	Jpmorgan Chase & Co	1,164	$342,402
DUK	Duke Energy CORP	2,599	$340,313
XOM	ExxonMobil Holdings Corp	1,960	$332,533
CVX	Chevron Corp	1,583	$327,522
VZ	Verizon Communications Inc	6,453	$323,940
MSCI	MSCI Inc.	559	$301,306
RTX	RTX Corp	1,497	$288,771
COR	Cencora, Inc.	919	$288,694
CAT	Caterpillar Inc	375	$265,672
NVS	Novartis AG	1,596	$243,789
SPY	Spdr S&P 500 ETF Trust	367	$238,674
UNH	Unitedhealth Group Inc	867	$234,601
KNSL	Kinsale Capital Group, Inc.	673	$229,937
GWW	W.W. Grainger, Inc.	207	$225,797
GE	General Electric Co	761	$215,948
Q	Qnity Electronics, Inc.	1,781	$205,491
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

54 tracked positions · $1,225,429,855 total · filing declares 68 positions · $1,492,997,705 · as of Jun 30, 2026

All sectors Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 54 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
APH	Amphenol Corp /De/ Technology	Reduced	522,227	-156,544	$92,079,064	—	7.51%
NEE	Nextera Energy Inc Utilities	Reduced	881,015	-221,962	$77,326,686	−24.5%	6.31%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	539,355	-180,728	$66,399,994	−41.4%	5.42%
MSFT	Microsoft Corp Technology	Reduced	174,326	-58,155	$65,027,084	−24.4%	5.31%
RMD	Resmed Inc Healthcare	Reduced	329,854	-107,058	$64,281,947	−34.5%	5.25%
JKHY	Jack Henry & Associates Inc Technology	Reduced	426,009	-145,416	$58,678,479	−35.0%	4.79%
BRO	Brown & Brown, Inc. Financial Services	Reduced	889,649	-295,495	$57,070,983	−26.2%	4.66%
SYK	Stryker Corp Healthcare	Reduced	178,927	-53,252	$56,333,376	−26.2%	4.60%
ROP	Roper Technologies Inc Technology	Reduced	160,003	-52,006	$54,143,415	−27.8%	4.42%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	549,790	-186,629	$53,263,655	−22.5%	4.35%
V	Visa Inc. Financial Services	Reduced	135,323	-48,007	$46,427,968	−16.2%	3.79%
MA	Mastercard Inc Financial Services	Reduced	85,826	-27,285	$44,080,233	−22.0%	3.60%
ABT	Abbott Laboratories Healthcare	Reduced	476,553	-154,043	$43,242,419	−33.2%	3.53%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	291,482	-17,190	$42,742,920	−4.1%	3.49%
RSG	Republic Services, Inc. Industrials	Reduced	192,002	-11,759	$40,911,786	−8.3%	3.34%
WCN	Waste Connections, Inc. Industrials	Reduced	244,098	-79,925	$40,688,695	−22.7%	3.32%
MCD	Mcdonalds Corp Consumer Cyclical	Added	137,575	+50,784	$37,187,898	+37.9%	3.03%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	220,011	-78,659	$35,857,392	−16.2%	2.93%
JNJ	Johnson & Johnson Healthcare	Reduced	136,198	-40,398	$34,590,206	−19.9%	2.82%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	33,676	-9,736	$31,502,887	−27.2%	2.57%
INTU	Intuit Inc. Technology	Reduced	104,162	-34,715	$27,186,282	−54.7%	2.22%
PEP	Pepsico Inc Consumer Defensive	NEW	193,158	NEW	$26,153,593	NEW	2.13%
ROL	Rollins Inc Consumer Cyclical	NEW	615,789	NEW	$25,703,032	NEW	2.10%
CTAS	Cintas Corp Industrials	NEW	117,838	NEW	$20,041,887	NEW	1.64%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	139,968	-45,253	$19,168,617	−36.3%	1.56%
NDAQ	Nasdaq, Inc. Financial Services	Added	226,710	+63,078	$17,869,282	+28.6%	1.46%
BDX	Becton Dickinson & Co Healthcare	Reduced	92,167	-148,334	$13,947,632	−63.1%	1.14%
MEDP	Medpace Holdings, Inc. Healthcare	Reduced	9,358	-2,571	$4,955,903	−13.5%	0.40%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	8,389	-1,987	$4,416,305	−24.3%	0.36%
QLYS	Qualys, Inc. Technology	Reduced	29,188	-8,422	$4,013,058	+21.5%	0.33%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	36,587	-6,904	$3,369,296	−16.1%	0.27%
AKAM	Akamai Technologies Inc Technology	Reduced	20,732	-5,129	$2,450,729	−17.5%	0.20%
TYL	Tyler Technologies Inc Technology	Reduced	7,246	-2,009	$2,119,165	−33.1%	0.17%
SNPS	Synopsys Inc Technology	Reduced	4,271	-1,130	$1,905,164	−11.0%	0.16%
ABBV	AbbVie Inc. Healthcare	Reduced	6,933	-1,442	$1,744,620	−4.2%	0.14%
ADBE	Adobe Inc. Technology	Reduced	5,146	-7,515	$1,055,032	−65.7%	0.09%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	3,451	-2,618	$837,454	−50.9%	0.07%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	5,475	-109	$829,462	−7.0%	0.07%
AAPL	Apple Inc. Technology	Reduced	1,942	-879	$561,937	−21.5%	0.05%
RY	Royal Bank Of Canada Financial Services	Reduced	2,700	-137	$558,819	+21.8%	0.05%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,291	-1,201	$485,998	−28.8%	0.04%
ADP	Automatic Data Processing Inc Technology	Reduced	2,061	-161,766	$461,560	−98.6%	0.04%
FAST	Fastenal Co Industrials	Reduced	9,190	-3,166	$441,395	−23.0%	0.04%
MO	Altria Group, Inc. Consumer Defensive	Reduced	5,984	-4,101	$430,548	−35.3%	0.04%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	2,368	-2,961	$428,394	−51.4%	0.03%
KO	Coca Cola Co Consumer Defensive	Reduced	4,818	-2,318	$391,558	−27.8%	0.03%
TFC	Truist Financial Corp Financial Services	Held	6,538	0	$325,723	+8.4%	0.03%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,310	-784	$288,841	−41.6%	0.02%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	780	-16	$275,090	+5.1%	0.02%
NVDA	Nvidia Corp Technology	NEW	1,255	NEW	$251,112	NEW	0.02%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.