Tandem Investment Advisors, Inc.
Top Portfolio Positions
66 positions ·
$1,569,284,888 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| ICE |
Intercontinental Exchange, Inc.
Financial Services
|
720,083 | $113,254,654 | 7.22% |
| NEE |
Nextera Energy Inc
Utilities
|
1,102,977 | $102,444,503 | 6.53% |
| RMD |
Resmed Inc
Healthcare
|
436,912 | $98,078,005 | 6.25% |
| JKHY |
Jack Henry & Associates Inc
Technology
|
571,425 | $90,308,007 | 5.75% |
| MSFT |
Microsoft Corp
Technology
|
232,481 | $86,057,491 | 5.48% |
| APH |
Amphenol Corp /De/
Technology
|
678,771 | $85,762,715 | 5.47% |
| BRO |
Brown & Brown, Inc.
Financial Services
|
1,185,144 | $77,283,240 | 4.92% |
| SYK |
Stryker Corp
Healthcare
|
232,179 | $76,291,697 | 4.86% |
| ROP |
Roper Technologies Inc
Technology
|
212,009 | $75,021,504 | 4.78% |
| CHD |
Church & Dwight Co Inc /De/
Consumer Defensive
|
736,419 | $68,722,621 | 4.38% |
Holdings in WCN
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| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $52,634,296 | 324,023 | Shares | Sole | 2026-05-07 | |
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