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CIK: 0001694284
Total reported value
$1.5B
$1.5B
95 檔
33.7%
According to the latest 13F quarterly dataset, Tandem Investment Advisors, Inc. managed an equity portfolio of $1.5B at the end of Q1 2026, spanning 95 distinct U.S. exchange-listed positions.
In Q1 2026, Tandem Investment Advisors, Inc. adopted a defensive or profit-taking posture, trimming 58 positions and completely liquidating 12 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ICE | Intercontinental Exchange In | Stock-Financials | 5.55% | -1.10% | -11.66% | |
| 2 | NEE | Nextera Energy Inc | Stock-Utilities | 5.02% | +0.16% | -15.11% | |
| 3 | RMD | Resmed Inc | Stock-Healthcare | 4.81% | -0.50% | -12.64% | |
| 4 | ✓ | Stock-Other | 4.62% | — | -10.28% | ||
| 5 | G | Genpact Limited | Stock-Tech | 4.62% | -4.62% | EXIT | |
| 6 | JKHY | Jack Henry & Associates Inc | Stock-Tech | 4.43% | -0.50% | -12.06% | |
| 7 | ✓ | Stock-Other | 4.30% | — | -10.64% | ||
| 8 | STE | STERIS plc | Stock-Healthcare | 4.30% | -0.10% | — | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 4.22% | +0.14% | +2.50% | |
| 10 | APH | Amphenol Corp-cl A | Stock-Tech | 4.20% | +1.97% | -28.36% | |
| 11 | ✓ | Stock-Other | 3.94% | — | -3.96% | ||
| 12 | ZTS | Zoetis Inc | Stock-Healthcare | 3.94% | -1.54% | — | |
| 13 | BRO | Brown & Brown Inc | Stock-Financials | 3.79% | +0.03% | -8.26% | |
| 14 | SYK | Stryker CORP | Stock-Healthcare | 3.74% | +0.03% | -14.44% | |
| 15 | ROP | Roper Technologies Inc | Stock-Tech | 3.68% | -0.05% | -4.16% | |
| 16 | ✓ | Stock-Other | 3.63% | — | -12.02% | ||
| 17 | TRNO | Terreno Realty CORP | Stock-Real Estate | 3.63% | +0.78% | — | |
| 18 | CHD | Church & Dwight Co Inc | Stock-Consumer Staples | 3.37% | +0.20% | -7.69% | |
| 19 | ABT | Abbott Laboratories | Stock-Healthcare | 3.17% | -0.27% | -36.49% | |
| 20 | BLKCHF | Blackrock Inc | Stock-Other | 2.95% | +0.12% | -9.58% | |
| 21 | INTU | Intuit Inc | Stock-Tech | 2.94% | -1.12% | -0.26% | |
| 22 | MA | Mastercard Inc - A | Stock-Financials | 2.77% | +0.18% | -42.80% | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 2.72% | +0.39% | -56.05% | |
| 24 | WCN | Waste Connections Inc | Stock-Industrials | 2.58% | +0.15% | -10.68% | |
| 25 | RSG | Republic Services Inc | Stock-Industrials | 2.19% | +0.55% | -14.90% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.19% | +0.67% | +12042.88% | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.12% | -0.01% | -14.53% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.12% | +0.20% | -34.26% | |
| 29 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 2.10% | +0.30% | -9.01% | |
| 30 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.85% | -0.92% | -2.60% | |
| 31 | ✓ | Stock-Other | 1.82% | — | +16.21% | ||
| 32 | VRSK | Verisk Analytics Inc | Stock-Industrials | 1.82% | -0.06% | — | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 1.63% | -1.60% | -50.36% | |
| 34 | BR | Broadridge Financial Solutio | Stock-Tech | 1.48% | -0.20% | +22.19% | |
| 35 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.32% | +1.17% | — | |
| 36 | ✓ | Wisconsin Energy CORP | Stock-Other | 1.30% | +0.07% | +8965.53% | |
| 37 | NDAQ | Nasdaq Inc | Stock-Financials | 0.68% | +0.52% | — | |
| 38 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.29% | +0.01% | -8.86% | |
| 39 | MEDP | Medpace Holdings Inc | Stock-Healthcare | 0.28% | +0.05% | -15.83% | |
| 40 | ✓ | Stock-Other | 0.23% | — | -7.38% | ||
| 41 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.23% | -0.02% | — | |
| 42 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 0.20% | +0.03% | -15.79% | |
| 43 | QLYS | Qualys Inc | Stock-Tech | 0.16% | +0.11% | -16.59% | |
| 44 | ✓ | Stock-Other | 0.16% | — | -12.99% | ||
| 45 | FTNT | Fortinet Inc | Stock-Tech | 0.16% | +0.15% | — | |
| 46 | TYL | Tyler Technologies Inc | Stock-Tech | 0.16% | -0.02% | -14.42% | |
| 47 | ADBE | Adobe Inc | Stock-Tech | 0.15% | -0.08% | -7.04% | |
| 48 | AKAM | Akamai Technologies Inc | Stock-Tech | 0.15% | +0.01% | -15.99% | |
| 49 | SNPS | Synopsys Inc | Stock-Tech | 0.10% | +0.03% | -3.78% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.09% | +0.03% | +2.01% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | PG | Procter & Gamble Co/the | +2.2% | +12042.88% | Add |
| 2 | ✓ | Wisconsin Energy CORP | +1.3% | +8965.53% | Add |
| 3 | NEE | Nextera Energy Inc | +1.1% | -15.11% | Trim |
| 4 | CHD | Church & Dwight Co Inc | +0.9% | -7.69% | Trim |
| 5 | ICE | Intercontinental Exchange In | +0.6% | -11.66% | Trim |
| 6 | ✓ | +0.6% | -12.02% | Trim | |
| 7 | ✓ | +0.6% | -3.96% | Trim | |
| 8 | COST | Costco Wholesale CORP | +0.5% | -14.53% | Trim |
| 9 | ✓ | +0.4% | +16.21% | Add | |
| 10 | RMD | Resmed Inc | +0.3% | -12.64% | Trim |
| 11 | RSG | Republic Services Inc | +0.3% | -14.90% | Trim |
| 12 | EXPD | Expeditors Intl Wash Inc | +0.3% | -9.01% | Trim |
| 13 | BR | Broadridge Financial Solutio | +0.2% | +22.19% | Add |
| 14 | WCN | Waste Connections Inc | +0.2% | -10.68% | Trim |
| 15 | SYK | Stryker CORP | +0.2% | -14.44% | Trim |
| 16 | BLKCHF | Blackrock Inc | +0.2% | -9.58% | Trim |
| 17 | MSFT | Microsoft CORP | +0.1% | +2.50% | Add |
| 18 | ✓ | +0.1% | -10.64% | Trim | |
| 19 | BDX | Becton Dickinson And Co | +0.1% | -2.60% | Trim |
| 20 | JNJ | Johnson & Johnson | +0.1% | -34.26% | Trim |
| 21 | AKAM | Akamai Technologies Inc | +0.1% | -15.99% | Trim |
| 22 | ✓ | 0% | -12.99% | Trim | |
| 23 | ORLY | O'reilly Automotive Inc | 0% | -15.79% | Trim |
| 24 | MO | Altria Group Inc | 0% | +67.75% | Add |
| 25 | PM | Philip Morris International | 0% | +31.87% | Add |
| 26 | ABBV | Abbvie Inc | 0% | +2.01% | Add |
| 27 | JKHY | Jack Henry & Associates Inc | 0% | -12.06% | Trim |
| 28 | ROP | Roper Technologies Inc | 0% | -4.16% | Trim |
| 29 | LOW | Lowe's Cos Inc | 0% | +46.13% | Add |
| 30 | FAST | Fastenal Co | 0% | +1.85% | Add |
| 31 | AMZN | Amazon.com Inc | 0% | -13.30% | Trim |
| 32 | KO | Coca-cola Co/the | 0% | -19.95% | Trim |
| 33 | CVX | Chevron CORP | 0% | -38.21% | Trim |
| 34 | TJX | Tjx Companies Inc | 0% | +0.14% | Add |
| 35 | DUK | Duke Energy CORP | 0% | -5.28% | Trim |
| 36 | JPM | Jpmorgan Chase & Co | 0% | +15.36% | Add |
| 37 | IDXX | Idexx Laboratories Inc | — | -8.86% | Trim |
| 38 | ✓ | — | -7.38% | Trim | |
| 39 | SNPS | Synopsys Inc | — | -3.78% | Trim |
| 40 | CBOE | Cboe Global Markets Inc | — | -25.92% | Trim |
| 41 | ✓ | — | -37.65% | Trim | |
| 42 | AAPL | Apple Inc | — | -19.49% | Trim |
| 43 | FDS | Factset Research Systems Inc | — | -25.88% | Trim |
| 44 | AEP | American Electric Power Company, Inc. | — | -36.64% | Trim |
| 45 | ✓ | — | -0.99% | Trim | |
| 46 | KNSL | Kinsale Capital Group Inc | — | -26.77% | Trim |
| 47 | ✓ | — | -21.14% | Trim | |
| 48 | RY | Royal Bank Of Canada | — | -11.26% | Trim |
| 49 | BRK-B | Berkshire Hathaway Inc. | — | +24.35% | Add |
| 50 | CAT | Caterpillar Inc | — | -4.34% | Trim |
According to official SEC Form 13F filings, Tandem Investment Advisors, Inc. reported a total U.S. public equity portfolio value of $1.5B across 95 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ICE, NEE, RMD) accounted for 33.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
MCD
市值: $27.0M
Top Position Liquidated / Trimmed
EXLS
前期市值: $3.1M
During Q1 2026, Tandem Investment Advisors, Inc.'s top holdings by market value included ICE (5.5%)、NEE (5.0%)、RMD (4.8%). The largest single position, ICE, represented 5.5% of total portfolio value.
In Q1 2026, Tandem Investment Advisors, Inc. made 95 total portfolio adjustments, initiating 12 new buys, adding to 13 positions, trimming 58 holdings, and fully liquidating 12 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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