Tandem Investment Advisors, Inc.

Registered adviser

CIK

1694284

Location

CHARLESTON, SC

Portfolio Value

Mid $1,455,489,661

Diversification

Diversified

Filing Date

Global Rank

#1,914 / 8,807 ▼ 551

Top Industry

Electronic Components 12.7%

Period ended 4 months ago

Filed Jul 31, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Registered adviser

Form ADV roster, Oct 1, 2026

Form ADV adviser

CRD 109392

Roster of Oct 1, 2026

Regulatory AUM

$3,450,893,853

Main clients

Individuals and high net worth (94% of AUM)

Registered funds advised

1 series (0 index, 0 ETFs)

$27,074,617 net assets· N-CEN Jun 30, 2026

Form ADV history

Monthly rosters from Dec 2019; each row is a run with the same figures, newest first.

Rosters	Regulatory AUM	Main clients
Apr 2026 to Oct 2026	$3,450,893,853	Individuals and high net worth (94%)
Apr 2025 to Mar 2026	$3,359,046,630	Individuals and high net worth (94%)
May 2024 to Mar 2025	$3,239,657,732	Individuals and high net worth (93%)
Mar 2024 to Apr 2024	$3,206,770,365	Individuals and high net worth (93%)
Sep 2023 to Feb 2024	$2,997,109,590	Individuals and high net worth (91%)
May 2023 to Aug 2023	$2,534,311,530	Individuals and high net worth (90%)

5 earlier changes not shown.

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Diversified active

Top 10 weight 51.5%, 22.5 effective positions, active share 85.6% against the Dow Jones Industrial Average as of 2026-07-31; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

18.1% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 19.4 quarters (12+), a floor since 48.6% of the book was already held when coverage starts

Closest benchmark: the Dow Jones Industrial Average as of 2026-07-31, active share 85.6%; sector active share 26.9% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

12.7%

+3.9 pts

Top 5

31.5%

+1.8 pts

Top 10

51.5%

+0.7 pts

HHI

444

Diversified+41

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	29.3%	$426,242,841	17
Healthcare	18.0%	$262,404,634	10
Financial Services	16.1%	$234,416,530	11
Industrials	11.3%	$164,489,385	7
Consumer Defensive	10.8%	$156,839,334	9
Utilities	5.3%	$77,326,686	1
Consumer Cyclical	4.7%	$67,895,534	7
Real Estate	4.5%	$65,874,717	1

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
TRNO	Terreno Realty Corp	−189,937	1,017,056	$65,874,717
CHD	Church & Dwight Co Inc /De/	−186,629	549,790	$53,263,655
ZTS	Zoetis Inc.	−181,659	498,095	$35,793,106
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	$184,158,129
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
VRSK	Verisk Analytics, Inc.	−48,643	146,646	$26,327,356
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
No positions match the current search.

New Positions

Positions the filer opened this quarter

5 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
MNST	Monster Beverage Corp	14,979	$1,439,781
NVDA	Nvidia Corp	1,255	$251,112
No positions match the current search.

Sold Out

Positions the filer fully exited

18 positions

Ticker	Company	Shares	Value
G	Genpact LTD	2,531,821	$94,310,332
T	At&T Inc.	14,490	$420,065
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
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
Q	Qnity Electronics, Inc.	1,781	$205,491
ENB	Enbridge Inc	3,699	$200,263
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 tracked positions · $1,455,489,661 total · filing declares 68 positions · $1,492,997,705 · as of Jun 30, 2026

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

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
APH	Amphenol Corp /De/ Technology	Reduced	522,227	-156,544	$184,158,129	+7.4%	17	unpriced	12.65%
NEE	Nextera Energy Inc Utilities	Reduced	881,015	-221,962	$77,326,686	−24.5%	26+	before history	5.31%
ICE	Intercontinental Exchange, Inc. Financial Services	Reduced	539,355	-180,728	$66,399,994	−41.4%	26+	before history	4.56%
TRNO	Terreno Realty Corp Real Estate	Reduced	1,017,056	-189,937	$65,874,717	−11.1%	15	$58.43	4.53%
MSFT	Microsoft Corp Technology	Reduced	174,326	-58,155	$65,027,084	−24.4%	26+	before history	4.47%
RMD	Resmed Inc Healthcare	Reduced	329,854	-107,058	$64,281,947	−34.5%	26+	before history	4.42%
JKHY	Jack Henry & Associates Inc Technology	Reduced	426,009	-145,416	$58,678,479	−35.0%	19	$167.37	4.03%
BRO	Brown & Brown, Inc. Financial Services	Reduced	889,649	-295,495	$57,070,983	−26.2%	26+	before history	3.92%
SYK	Stryker Corp Healthcare	Reduced	178,927	-53,252	$56,333,376	−26.2%	26+	before history	3.87%
ROP	Roper Technologies Inc Technology	Reduced	160,003	-52,006	$54,143,415	−27.8%	17	$515.43	3.72%
CHD	Church & Dwight Co Inc /De/ Consumer Defensive	Reduced	549,790	-186,629	$53,263,655	−22.5%	17	$93.74	3.66%
V	Visa Inc. Financial Services	Reduced	135,323	-48,007	$46,427,968	−16.2%	24	$230.88	3.19%
MA	Mastercard Inc Financial Services	Reduced	85,826	-27,285	$44,080,233	−22.0%	17	$393.04	3.03%
ABT	Abbott Laboratories Healthcare	Reduced	476,553	-154,043	$43,242,419	−33.2%	26+	before history	2.97%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	291,482	-17,190	$42,742,920	−4.1%	26+	before history	2.94%
RSG	Republic Services, Inc. Industrials	Reduced	192,002	-11,759	$40,911,786	−8.3%	26+	before history	2.81%
WCN	Waste Connections, Inc. Industrials	Reduced	244,098	-79,925	$40,688,695	−22.7%	26+	before history	2.80%
MCD	Mcdonalds Corp Consumer Cyclical	Added	137,575	+50,784	$37,187,898	+37.9%	2	$306.83	2.56%
EXPD	Expeditors International Of Washington Inc Industrials	Reduced	220,011	-78,659	$35,857,392	−16.2%	26+	before history	2.46%
ZTS	Zoetis Inc. Healthcare	Reduced	498,095	-181,659	$35,793,106	−55.5%	7	$165.56	2.46%
JNJ	Johnson & Johnson Healthcare	Reduced	136,198	-40,398	$34,590,206	−19.9%	26+	before history	2.38%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	33,676	-9,736	$31,502,887	−27.2%	26+	before history	2.16%
INTU	Intuit Inc. Technology	Reduced	104,162	-34,715	$27,186,282	−54.7%	4	$697.86	1.87%
VRSK	Verisk Analytics, Inc. Industrials	Reduced	146,646	-48,643	$26,327,356	−29.0%	26+	before history	1.81%
PEP	Pepsico Inc Consumer Defensive	NEW	193,158	NEW	$26,153,593	NEW	1	$149.53	1.80%
ROL	Rollins Inc Consumer Cyclical	NEW	615,789	NEW	$25,703,032	NEW	1	$51.11	1.77%
CTAS	Cintas Corp Industrials	NEW	117,838	NEW	$20,041,887	NEW	1	$172.90	1.38%
BR	Broadridge Financial Solutions, Inc. Technology	Reduced	139,968	-45,253	$19,168,617	−36.3%	3	$221.15	1.32%
NDAQ	Nasdaq, Inc. Financial Services	Added	226,710	+63,078	$17,869,282	+28.6%	2	$89.09	1.23%
BDX	Becton Dickinson & Co Healthcare	Reduced	92,167	-148,334	$13,947,632	−63.1%	26+	before history	0.96%
MEDP	Medpace Holdings, Inc. Healthcare	Reduced	9,358	-2,571	$4,955,903	−13.5%	6	$328.61	0.34%
FTNT	Fortinet, Inc. Technology	Reduced	29,858	-9,510	$4,586,785	+42.6%	4	$87.57	0.32%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	8,389	-1,987	$4,416,305	−24.3%	7	$435.78	0.30%
QLYS	Qualys, Inc. Technology	Reduced	29,188	-8,422	$4,013,058	+21.5%	19	$132.90	0.28%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	36,587	-6,904	$3,369,296	−16.1%	26+	before history	0.23%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	7,793	-2,178	$3,099,120	−32.6%	17	$292.94	0.21%
AKAM	Akamai Technologies Inc Technology	Reduced	20,732	-5,129	$2,450,729	−17.5%	17	$86.31	0.17%
TYL	Tyler Technologies Inc Technology	Reduced	7,246	-2,009	$2,119,165	−33.1%	26+	before history	0.15%
SNPS	Synopsys Inc Technology	Reduced	4,271	-1,130	$1,905,164	−11.0%	4	$565.30	0.13%
ABBV	AbbVie Inc. Healthcare	Reduced	6,933	-1,442	$1,744,620	−4.2%	26+	before history	0.12%
MNST	Monster Beverage Corp Consumer Defensive	NEW	14,979	NEW	$1,439,781	NEW	1	$84.04	0.10%
ADBE	Adobe Inc. Technology	Reduced	5,146	-7,515	$1,055,032	−65.7%	6	$394.41	0.07%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	3,451	-2,618	$837,454	−50.9%	26+	before history	0.06%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	5,475	-109	$829,462	−7.0%	26+	before history	0.06%
AAPL	Apple Inc. Technology	Reduced	1,942	-879	$561,937	−21.5%	26+	before history	0.04%
RY	Royal Bank Of Canada Financial Services	Reduced	2,700	-137	$558,819	+21.8%	12	$93.85	0.04%
WMT	Walmart Inc. Consumer Defensive	Reduced	4,291	-1,201	$485,998	−28.8%	12	$62.64	0.03%
ADP	Automatic Data Processing Inc Technology	Reduced	2,061	-161,766	$461,560	−98.6%	26+	before history	0.03%
FAST	Fastenal Co Industrials	Reduced	9,190	-3,166	$441,395	−23.0%	12	$28.83	0.03%
MO	Altria Group, Inc. Consumer Defensive	Reduced	5,984	-4,101	$430,548	−35.3%	26+	before history	0.03%

Showing the top 50 of 63 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.