Tandem Investment Advisors, Inc.

CIK

1694284

Location

CHARLESTON, SC

Portfolio Value

Mid $1,863,945,911

Diversification

Diversified

Filing Date

Global Rank

#1,033 / 8,232 ▼ 95

Top Industry

Information Technology Services 11.6%

3Y Alpha vs SPY

-18.8%

Period ended 3 months ago

Filed May 7, 2026 · 39d

25 quarters · since Mar 2020

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+4.6%

SPY

+74.2%

Annualised alpha

-18.8%

Max drawdown

−18.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

75 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

6.1%

+0.2 pts

Top 5

26.7%

+0.1 pts

Top 10

48.5%

−0.9 pts

HHI

377

Diversified−19

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	30.8%	$574,576,004	18
Healthcare	22.5%	$419,191,260	13
Financial Services	17.2%	$320,304,264	13
Industrials	9.6%	$178,450,179	8
Consumer Defensive	8.5%	$159,336,065	7
Utilities	5.5%	$103,168,093	3
Real Estate	4.0%	$74,133,510	1
Consumer Cyclical	1.8%	$32,943,539	6
Energy	0.0%	$860,318	3
Communication Services	0.0%	$744,005	2
Unclassified	0.0%	$238,674	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

11 positions

Ticker	Company	Δ Shares	Shares	Value
PG	PROCTER & GAMBLE Co	+306,130	308,672	$44,584,583
BR	Broadridge Financial Solutions, Inc.	+33,642	185,221	$30,094,708
VRSK	Verisk Analytics, Inc.	+27,245	195,289	$37,056,087
MSFT	Microsoft Corp	+5,670	232,481	$86,057,491
MO	Altria Group, Inc.	+4,073	10,085	$665,509
PM	Philip Morris International Inc.	+1,288	5,329	$881,096
LOW	Lowes Companies Inc	+661	2,094	$494,770
FAST	Fastenal Co	+224	12,356	$573,318
ABBV	AbbVie Inc.	+165	8,375	$1,821,478
JPM	Jpmorgan Chase & Co	+155	1,164	$342,402
TJX	Tjx Companies Inc /De/	+8	5,584	$891,764
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
ACN	Accenture plc	−381,695	3,039	$602,603
ABT	Abbott Laboratories	−362,248	630,596	$64,743,291
G	Genpact LTD	−290,112	2,531,821	$94,310,332
APH	Amphenol Corp /De/	−268,717	678,771	$85,762,715
V	Visa Inc.	−233,768	183,330	$55,409,659
NEE	Nextera Energy Inc	−196,286	1,102,977	$102,444,503
ADP	Automatic Data Processing Inc	−166,214	163,827	$33,286,369
TRNO	Terreno Realty Corp	−164,874	1,206,993	$74,133,510
BRO	Brown & Brown, Inc.	−106,674	1,185,144	$77,283,240
ICE	Intercontinental Exchange, Inc.	−95,037	720,083	$113,254,654
JNJ	Johnson & Johnson	−92,017	176,596	$43,167,126
MA	Mastercard Inc	−84,651	113,111	$56,517,042
JKHY	Jack Henry & Associates Inc	−78,371	571,425	$90,308,007
RMD	Resmed Inc	−63,233	436,912	$98,078,005
CHD	Church & Dwight Co Inc /De/	−61,314	736,419	$68,722,621
SYK	Stryker Corp	−39,189	232,179	$76,291,697
WCN	Waste Connections, Inc.	−38,757	324,023	$52,634,296
RSG	Republic Services, Inc.	−35,678	203,761	$44,627,734
EXPD	Expeditors International Of Washington Inc	−29,586	298,670	$42,778,504
ZTS	Zoetis Inc.	−28,021	679,754	$80,353,720
ROP	Roper Technologies Inc	−9,211	212,009	$75,021,504
ORLY	O Reilly Automotive Inc	−8,152	43,491	$4,014,654
QLYS	Qualys, Inc.	−7,480	37,610	$3,304,038
COST	Costco Wholesale Corp /New	−7,379	43,412	$43,257,019
BDX	Becton Dickinson & Co	−6,422	240,501	$37,813,972
No positions match the current search.

New Positions

Positions the filer opened this quarter

11 positions

Ticker	Company	Shares	Value
MCD	Mcdonalds Corp	86,791	$26,973,774
NDAQ	Nasdaq, Inc.	163,632	$13,890,720
T	At&T Inc.	14,490	$420,065
AEP	American Electric Power Co Inc	2,924	$383,277
XOM	Exxon Mobil Corp	1,960	$332,533
VZ	Verizon Communications Inc	6,453	$323,940
TFC	Truist Financial Corp	6,538	$300,551
RTX	RTX Corp	1,497	$288,771
NVS	Novartis AG	1,596	$243,789
Q	Qnity Electronics, Inc.	1,781	$205,491
ENB	Enbridge Inc	3,699	$200,263
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
EXLS	ExlService Holdings, Inc.	73,635	$3,125,069
ETN	Eaton Corp plc	859	$273,600
MRK	Merck & Co., Inc.	2,531	$266,413
ICLR	Icon PLC	1,379	$251,281
CTVA	Corteva, Inc.	3,580	$239,967
IT	Gartner Inc	937	$236,386
DIS	Walt Disney Co	1,891	$215,139
QDEL	QuidelOrtho Corp	7,460	$213,057
NVDA	Nvidia Corp	1,129	$210,558
MRSH	Marsh & Mclennan Companies, Inc.	1,096	$203,329
MFC	Manulife Financial Corp	5,551	$201,390
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

75 positions · $1,863,945,911 total · as of Mar 31, 2026

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

Showing 1–50 of 75 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
ENB	Enbridge Inc Energy	NEW	3,699	NEW	$200,263	NEW	0.01%
Q	Qnity Electronics, Inc. Technology	NEW	1,781	NEW	$205,491	NEW	0.01%
FDS	Factset Research Systems Inc Financial Services	Reduced	951	-332	$206,357	−44.6%	0.01%
GWW	W.W. Grainger, Inc. Industrials	Reduced	207	-12	$225,797	+2.2%	0.01%
KNSL	Kinsale Capital Group, Inc. Financial Services	Reduced	673	-246	$229,937	−36.0%	0.01%
UNH	Unitedhealth Group Inc Healthcare	Reduced	867	-474	$234,601	−47.0%	0.01%
SPY	Spdr S&P 500 ETF Trust	Reduced	367	-561	$238,674	−62.3%	0.01%
NVS	Novartis AG Healthcare	NEW	1,596	NEW	$243,789	NEW	0.01%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	796	-442	$261,796	−38.5%	0.01%
CAT	Caterpillar Inc Industrials	Reduced	375	-17	$265,672	+18.3%	0.01%
BMI	Badger Meter Inc Technology	Reduced	1,865	-906	$284,132	−41.2%	0.02%
COR	Cencora, Inc. Healthcare	Reduced	919	-28	$288,694	−9.7%	0.02%
RTX	RTX Corp Industrials	NEW	1,497	NEW	$288,771	NEW	0.02%
TFC	Truist Financial Corp Financial Services	NEW	6,538	NEW	$300,551	NEW	0.02%
MSCI	MSCI Inc. Financial Services	Reduced	559	-285	$301,306	−37.8%	0.02%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	1,473	-226	$306,781	−21.8%	0.02%
VZ	Verizon Communications Inc Communication Services	NEW	6,453	NEW	$323,940	NEW	0.02%
CVX	Chevron Corp Energy	Reduced	1,583	-979	$327,522	−16.1%	0.02%
XOM	Exxon Mobil Corp Energy	NEW	1,960	NEW	$332,533	NEW	0.02%
DUK	Duke Energy CORP Utilities	Reduced	2,599	-145	$340,313	+5.8%	0.02%
JPM	Jpmorgan Chase & Co Financial Services	Added	1,164	+155	$342,402	+5.3%	0.02%
AEP	American Electric Power Co Inc Utilities	NEW	2,924	NEW	$383,277	NEW	0.02%
BX	Blackstone Inc. Financial Services	Reduced	3,510	-35	$403,614	−26.1%	0.02%
T	At&T Inc. Communication Services	NEW	14,490	NEW	$420,065	NEW	0.02%
RY	Royal Bank Of Canada Financial Services	Reduced	2,837	-360	$458,969	−15.8%	0.02%
LOW	Lowes Companies Inc Consumer Cyclical	Added	2,094	+661	$494,770	+43.2%	0.03%
KO	Coca Cola Co Consumer Defensive	Reduced	7,136	-1,778	$542,692	−12.9%	0.03%
FAST	Fastenal Co Industrials	Added	12,356	+224	$573,318	+17.8%	0.03%
ACN	Accenture plc Technology	Reduced	3,039	-381,695	$602,603	−99.4%	0.03%
MO	Altria Group, Inc. Consumer Defensive	Added	10,085	+4,073	$665,509	+92.0%	0.04%
WMT	Walmart Inc. Consumer Defensive	Reduced	5,492	-3,176	$682,545	−29.3%	0.04%
AAPL	Apple Inc. Technology	Reduced	2,821	-683	$715,941	−24.8%	0.04%
PM	Philip Morris International Inc. Consumer Defensive	Added	5,329	+1,288	$881,096	+35.9%	0.05%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	5,584	+8	$891,764	+4.1%	0.05%
CBOE	Cboe Global Markets, Inc. Financial Services	Reduced	6,069	-2,124	$1,705,813	−17.1%	0.09%
ABBV	AbbVie Inc. Healthcare	Added	8,375	+165	$1,821,478	−2.9%	0.10%
SNPS	Synopsys Inc Technology	Reduced	5,401	-212	$2,141,388	−18.8%	0.11%
AKAM	Akamai Technologies Inc Technology	Reduced	25,861	-4,923	$2,970,135	+10.6%	0.16%
ADBE	Adobe Inc. Technology	Reduced	12,661	-959	$3,077,635	−35.4%	0.17%
TYL	Tyler Technologies Inc Technology	Reduced	9,255	-1,559	$3,168,726	−35.5%	0.17%
FTNT	Fortinet, Inc. Technology	Reduced	39,368	-5,875	$3,217,152	−10.5%	0.17%
QLYS	Qualys, Inc. Technology	Reduced	37,610	-7,480	$3,304,038	−44.9%	0.18%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	43,491	-8,152	$4,014,654	−14.8%	0.22%
ISRG	Intuitive Surgical Inc Healthcare	Reduced	9,971	-794	$4,596,531	−24.6%	0.25%
MEDP	Medpace Holdings, Inc. Healthcare	Reduced	11,929	-2,244	$5,728,186	−28.0%	0.31%
IDXX	Idexx Laboratories Inc /De Healthcare	Reduced	10,376	-1,009	$5,830,170	−24.3%	0.31%
NDAQ	Nasdaq, Inc. Financial Services	NEW	163,632	NEW	$13,890,720	NEW	0.75%
MCD	Mcdonalds Corp Consumer Cyclical	NEW	86,791	NEW	$26,973,774	NEW	1.45%
BR	Broadridge Financial Solutions, Inc. Technology	Added	185,221	+33,642	$30,094,708	−11.0%	1.61%
ADP	Automatic Data Processing Inc Technology	Reduced	163,827	-166,214	$33,286,369	−60.8%	1.79%