CIK: 0001694284
Total reported value
$2.0B
Reporting period: 2026-03-31 · Number of holdings: 83
Tandem Investment Advisors, Inc. disclosed 83 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $2.0B and a quarterly turnover rate of 37.3%.
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Tandem Investment Advisors, Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.034 — mathematically equivalent to about 29 equally-sized positions, well below its 83 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.37), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Trim ACN
-99.2% -$102.6M
Trim V
-56.0% -$90.9M
Add PG
+12042.9% $44.2M
Trim ADP
-50.4% -$51.6M
Trim ABT
-36.5% -$59.7M
Trim MA
-42.8% -$56.4M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ICE | Intercontinental Exchange In | Stock-Financials | 5.55% | +0.63% | -11.66% | |
| 2 | NEE | Nextera Energy INC | Stock-Utilities | 5.02% | +1.14% | -15.11% | |
| 3 | RMD | Resmed INC | Stock-Healthcare | 4.81% | +0.32% | -12.64% | |
| 4 | ✓ | Genpact Limited | Stock-Other | 4.62% | -0.30% | -10.28% | |
| 5 | JKHY | Jack Henry & Associates INC | Stock-Tech | 4.43% | +0.01% | -12.06% | |
| 6 | ✓ | Steris PLC Shs Usd | Stock-Other | 4.30% | +0.11% | -10.64% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.22% | +0.14% | +2.50% | |
| 8 | APH | Amphenol Corp-cl A | Stock-Tech | 4.20% | -0.57% | -28.36% | |
| 9 | ✓ | Zoetis Inc. | Stock-Other | 3.94% | +0.62% | -3.96% | |
| 10 | BRO | Brown & Brown INC | Stock-Financials | 3.79% | -0.04% | -8.26% | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 3.74% | +0.19% | -14.44% | |
| 12 | ROP | Roper Technologies INC | Stock-Tech | 3.68% | +0.01% | -4.16% | |
| 13 | ✓ | Terreno Realty Corp | Stock-Other | 3.63% | +0.63% | -12.02% | |
| 14 | CHD | Church & Dwight Co INC | Stock-Consumer Staples | 3.37% | +0.88% | -7.69% | |
| 15 | ABT | Abbott Laboratories | Stock-Healthcare | 3.17% | -1.46% | -36.49% | |
| 16 | BLKCHF | Blackrock INC | Stock-Other | 2.95% | +0.19% | -9.58% | |
| 17 | INTU | Intuit INC | Stock-Tech | 2.94% | -0.49% | -0.26% | |
| 18 | MA | Mastercard INC - A | Stock-Financials | 2.77% | -1.43% | -42.80% | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 2.72% | -2.73% | -56.05% | |
| 20 | WCN | Waste Connections INC | Stock-Industrials | 2.58% | +0.21% | -10.68% | |
| 21 | RSG | Republic Services INC | Stock-Industrials | 2.19% | +0.30% | -14.90% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 2.19% | +2.18% | +12042.88% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.12% | +0.49% | -14.53% | |
| 24 | JNJ | Johnson & Johnson | Stock-Healthcare | 2.12% | +0.05% | -34.26% | |
| 25 | EXPD | Expeditors Intl Wash INC | Stock-Industrials | 2.10% | +0.28% | -9.01% | |
| 26 | BDX | Becton Dickinson And Co | Stock-Healthcare | 1.85% | +0.07% | -2.60% | |
| 27 | ✓ | Verisk Analytics, Inc. | Stock-Other | 1.82% | +0.42% | +16.21% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 1.63% | -1.53% | -50.36% | |
| 29 | BR | Broadridge Financial Solutio | Stock-Tech | 1.48% | +0.22% | +22.19% | |
| 30 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.32% | +1.32% | NEW | |
| 31 | ✓ | Wisconsin Energy CORP | Stock-Other | 1.30% | +1.29% | +8965.53% | |
| 32 | NDAQ | Nasdaq INC | Stock-Financials | 0.68% | +0.68% | NEW | |
| 33 | IDXX | Idexx Laboratories INC | Stock-Healthcare | 0.29% | — | -8.86% | |
| 34 | MEDP | Medpace Holdings INC | Stock-Healthcare | 0.28% | -0.02% | -15.83% | |
| 35 | ✓ | Intuitive Surgical, Inc. | Stock-Other | 0.23% | — | -7.38% | |
| 36 | ORLY | O'reilly Automotive INC | Stock-Consumer Disc | 0.20% | +0.02% | -15.79% | |
| 37 | QLYS | Qualys INC | Stock-Tech | 0.16% | -0.06% | -16.59% | |
| 38 | ✓ | Fortinet, Inc. | Stock-Other | 0.16% | +0.03% | -12.99% | |
| 39 | TYL | Tyler Technologies INC | Stock-Tech | 0.16% | -0.02% | -14.42% | |
| 40 | ADBE | Adobe INC | Stock-Tech | 0.15% | -0.03% | -7.04% | |
| 41 | AKAM | Akamai Technologies INC | Stock-Tech | 0.15% | — | -15.99% | |
| 42 | SNPS | Synopsys INC | Stock-Tech | 0.10% | — | -3.78% | |
| 43 | ABBV | Abbvie INC | Stock-Healthcare | 0.09% | — | +2.01% | |
| 44 | CBOE | Cboe Global Markets INC | Stock-Financials | 0.08% | — | -25.92% | |
| 45 | TJX | Tjx Companies INC | Stock-Consumer Disc | 0.04% | — | +0.14% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.04% | — | +31.87% | |
| 47 | AAPL | Apple INC | Stock-Tech | 0.04% | — | -19.49% | |
| 48 | WMT | Walmart INC | Stock-Consumer Staples | 0.03% | — | -36.64% | |
| 49 | MO | Altria Group INC | Stock-Consumer Staples | 0.03% | +0.02% | +67.75% | |
| 50 | ACN | Accenture plc | Stock-Tech | 0.03% | -3.81% | -99.21% |
Performance for Q3 2026
+2.1%
Performance Last 4 Quarters
-9%
Based on 62% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 83 | $2.0B | 37 | |
| 2025-12-31 | 83 | $2.7B | 17 | |
| 2025-09-30 | 80 | $2.9B | 32 | |
| 2025-06-30 | 69 | $2.9B | 0 | |
| 2025-03-31 | 71 | $2.9B | 100 | |
| 2024-12-31 | 84 | $2.6B | 0 | |
| 2024-09-30 | 87 | $2.6B | 0 | |
| 2024-06-30 | 81 | $2.5B | 0 | |
| 2024-03-31 | 88 | $2.6B | 0 | |
| 2023-12-31 | 81 | $2.5B | 0 | |
| 2023-09-30 | 81 | $2.4B | 0 | |
| 2023-06-30 | 75 | $2.3B | 0 | |
| 2023-03-31 | 79 | $2.1B | 0 | |
| 2022-12-31 | 88 | $1.9B | 0 | |
| 2022-09-30 | 82 | $1.8B | 0 | |
| 2022-06-30 | 77 | $1.7B | 0 | |
| 2022-03-31 | 71 | $1.6B | 0 | |
| 2021-12-31 | 84 | $1.5B | 0 | |
| 2021-09-30 | 78 | $1.2B | 0 | |
| 2021-06-30 | 74 | $1.2B | 100 | |
| 2021-03-31 | 67 | $1.0B | 14 | |
| 2020-12-31 | 74 | $931.5M | 21 | |
| 2020-09-30 | 69 | $815.6M | 22 | |
| 2020-06-30 | 67 | $741.4M | 34 | |
| 2020-03-31 | 63 | $673.5M | 30 | |
| 2019-12-31 | 66 | $597.0M | 22 | |
| 2019-09-30 | 61 | $551.8M | 11 | |
| 2019-06-30 | 65 | $527.6M | 18 | |
| 2019-03-31 | 69 | $453.7M | 23 | |
| 2018-12-31 | 69 | $385.3M | 32 | |
| 2018-09-30 | 59 | $364.8M | 12 | |
| 2018-06-30 | 56 | $327.1M | 10 | |
| 2018-03-31 | 55 | $307.1M | 23 | |
| 2017-12-31 | 61 | $291.7M | 14 | |
| 2017-09-30 | 56 | $265.9M | 19 | |
| 2017-06-30 | 59 | $251.9M | 19 | |
| 2017-03-31 | 54 | $225.9M | 19 | |
| 2016-12-31 | 54 | $207.3M | — |
Tandem Investment Advisors, Inc.'s most significant position changes for 2026-03-31: New buy: Mcdonald's CORP (MCD); New buy: Nasdaq INC (NDAQ); Sold out: Exlservice Holdings INC (EXLS); New buy: At&t INC (T); New buy: American Electric Power (AEP).
| # | 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 | ✓ | Terreno Realty Corp | +0.6% | -12.02% | Trim |
| 7 | ✓ | Zoetis Inc. | +0.6% | -3.96% | Trim |
| 8 | COST | Costco Wholesale CORP | +0.5% | -14.53% | Trim |
| 9 | ✓ | Verisk Analytics, Inc. | +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 | ✓ | Steris PLC Shs Usd | +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 | ✓ | Fortinet, Inc. | 0% | -12.99% | Trim |
| 22 | ORLY | O'reilly Automotive INC | 0% | -15.79% | Trim |
| 23 | MO | Altria Group INC | 0% | +67.75% | Add |
| 24 | JKHY | Jack Henry & Associates INC | 0% | -12.06% | Trim |
| 25 | ROP | Roper Technologies INC | 0% | -4.16% | Trim |
| 26 | IDXX | Idexx Laboratories INC | — | -8.86% | Trim |
| 27 | ✓ | Intuitive Surgical, Inc. | — | -7.38% | Trim |
| 28 | SNPS | Synopsys INC | — | -3.78% | Trim |
| 29 | CBOE | Cboe Global Markets INC | — | -25.92% | Trim |
| 30 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | -60.45% | Trim |
| 31 | MEDP | Medpace Holdings INC | 0% | -15.83% | Trim |
| 32 | TYL | Tyler Technologies INC | 0% | -14.42% | Trim |
| 33 | ADBE | Adobe INC | 0% | -7.04% | Trim |
| 34 | BRO | Brown & Brown INC | 0% | -8.26% | Trim |
| 35 | QLYS | Qualys INC | -0.1% | -16.59% | Trim |
| 36 | ✓ | Genpact Limited | -0.3% | -10.28% | Trim |
| 37 | INTU | Intuit INC | -0.5% | -0.26% | Trim |
| 38 | APH | Amphenol Corp-cl A | -0.6% | -28.36% | Trim |
| 39 | MA | Mastercard INC - A | -1.4% | -42.80% | Trim |
| 40 | ABT | Abbott Laboratories | -1.5% | -36.49% | Trim |
| 41 | ADP | Automatic Data Processing | -1.5% | -50.36% | Trim |
| 42 | V | Visa Inc-class A Shares | -2.7% | -56.05% | Trim |
| 43 | ACN | Accenture plc | -3.8% | -99.21% | Trim |
| 44 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 45 | NDAQ | Nasdaq INC | — | NEW | New buy |
| 46 | EXLS | Exlservice Holdings INC | — | EXIT | Sold out |
| 47 | T | At&t INC | — | NEW | New buy |
| 48 | AEP | American Electric Power | — | NEW | New buy |
| 49 | XOM | Exxon Mobil CORP | — | NEW | New buy |
| 50 | VZ | Verizon Communications INC | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-09 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-03 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-31 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-04-28 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-02-03 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-31 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-01 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-04-30 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-01-31 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-30 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-19 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-07-19 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-06 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-31 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-09-14 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-02 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-01-20 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-10-15 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-12 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-04-13 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-01-13 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-10-14 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-07-30 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-04-14 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-01-15 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-10-22 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-07-17 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-04-15 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-01-25 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-10-15 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-07-05 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-04-03 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-01-09 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-10-02 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-08-17 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-08 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
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