Tandem Investment Advisors, Inc. holds a diversified book of 83 stocks worth $2.0B as of Q1 2026 (disclosed May 7, 2026, a ~45-day 13F lag). This quarter they opened McDonald's Corp and trimmed Intercontinental Exchange In. Their largest long position is Intercontinental Exchange In at 6% of the equity book.
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curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1694284/holdings"
Use Arkolith to show Tandem Investment Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
91% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Intercontinental Exchange Inc COM | $113.3M | 720.1K | 5.6% | ▼−12% Reduced · −95K sh | |
| 2 | NextEra Energy Inc Com COM | $102.4M | 1.10M | 5.0% | ▼−15% Reduced · −196K sh | |
| 3 | Resmed Inc Com COM | $98.1M | 436.9K | 4.8% | ▼−13% Reduced · −63K sh | |
| 4 | Genpact Limited SHS COM | $94.3M | 2.53M | 4.6% | ▼−10% Reduced · −290K sh | |
| 5 | Henry Jack & Assoc Inc Com COM | $90.3M | 571.4K | 4.4% | ▼−12% Reduced · −78K sh | |
| 6 | Steris PLC SHS Usd COM | $87.7M | 396.8K | 4.3% | ▼−11% Reduced · −47K sh | |
| 7 | Microsoft Corp Com COM | $86.1M | 232.5K | 4.2% | ▲+2.5% Added · +6K sh | |
| 8 | Amphenol Corp New CL A COM | $85.8M | 678.8K | 4.2% | ▼−28% Reduced · −269K sh | |
| 9 | Zoetis Inc CL A COM | $80.4M | 679.8K | 3.9% | ▼−4.0% Reduced · −28K sh | |
| 10 | Brown & Brown Inc COM | $77.3M | 1.19M | 3.8% | ▼−8.3% Reduced · −107K sh | |
| 11 | Stryker Corp Com COM | $76.3M | 232.2K | 3.7% | ▼−14% Reduced · −39K sh | |
| 12 | Roper Technologies Inc Com COM | $75.0M | 212.0K | 3.7% | ▼−4.2% Reduced · −9K sh | |
| 13 | Terreno Rlty Corp Com COM | $74.1M | 1.21M | 3.6% | ▼−12% Reduced · −165K sh | |
| 14 | Church & Dwight Inc Com COM | $68.7M | 736.4K | 3.4% | ▼−7.7% Reduced · −61K sh | |
| 15 | Abbott Laboratories COM | $64.7M | 630.6K | 3.2% | ▼−36% Reduced · −362K sh | |
| 16 | BlackRock Inc Com COM | $60.2M | 62.6K | 3.0% | ▼−9.6% Reduced · −7K sh | |
| 17 | Intuit Com COM | $60.0M | 138.9K | 2.9% | ▼−0.3% Reduced · −363 sh | |
| 18 | Mastercard Inc CL A COM | $56.5M | 113.1K | 2.8% | ▼−43% Reduced · −85K sh | |
| 19 | Visa Inc CL A COM | $55.4M | 183.3K | 2.7% | ▼−56% Reduced · −234K sh | |
| 20 | Waste Connections Inc Com COM | $52.6M | 324.0K | 2.6% | ▼−11% Reduced · −39K sh | |
| 21 | Republic Svcs Inc Com COM | $44.6M | 203.8K | 2.2% | ▼−15% Reduced · −36K sh | |
| 22 | Procter & Gamble Co COM | $44.6M | 308.7K | 2.2% | ▲121× Added · +306K sh | |
| 23 | Costco Wholesale Corp COM | $43.3M | 43.4K | 2.1% | ▼−15% Reduced · −7K sh | |
| 24 | Johnson & Johnson Com COM | $43.2M | 176.6K | 2.1% | ▼−34% Reduced · −92K sh | |
| 25 | Expeditors Intl Wash COM | $42.8M | 298.7K | 2.1% | ▼−9.0% Reduced · −30K sh | |
| 26 | Becton Dickinson & Co Com COM | $37.8M | 240.5K | 1.9% | ▼−2.6% Reduced · −6K sh | |
| 27 | Verisk Analytics Inc Com COM | $37.1M | 195.3K | 1.8% | ▲+16% Added · +27K sh | |
| 28 | Automatic Data Processing COM | $33.3M | 163.8K | 1.6% | ▼−50% Reduced · −166K sh | |
| 29 | Broadridge Finl Soluti Com COM | $30.1M | 185.2K | 1.5% | ▲+22% Added · +34K sh | |
| 30 | McDonalds Corp Com COM | $27.0M | 86.8K | 1.3% | ▲New New position | |
| 31 | Wec Energy Group Inc COM | $26.6M | 229.6K | 1.3% | ▲91× Added · +227K sh | |
| 32 | Nasdaq Omx Group Inc Com COM | $13.9M | 163.6K | 0.7% | ▲New New position | |
| 33 | Idexx Labs Inc Com COM | $5.8M | 10.4K | 0.3% | ▼−8.9% Reduced · −1K sh | |
| 34 | Medpace Hldgs Inc Com COM | $5.7M | 11.9K | 0.3% | ▼−16% Reduced · −2K sh | |
| 35 | Intuitive Surgical Inc Com New COM | $4.6M | 10.0K | 0.2% | ▼−7.4% Reduced · −794 sh | |
| 36 | O Reilly Automotive Com COM | $4.0M | 43.5K | 0.2% | ▼−16% Reduced · −8K sh | |
| 37 | Qualys Inc Com COM | $3.3M | 37.6K | 0.2% | ▼−17% Reduced · −7K sh | |
| 38 | Fortinet Inc Com COM | $3.2M | 39.4K | 0.2% | ▼−13% Reduced · −6K sh | |
| 39 | Tyler Technologies Inc Com COM | $3.2M | 9.3K | 0.2% | ▼−14% Reduced · −2K sh | |
| 40 | Adobe Sys Inc Com COM | $3.1M | 12.7K | 0.2% | ▼−7.0% Reduced · −959 sh | |
| 41 | Akamai Technologies Inc COM | $3.0M | 25.9K | 0.1% | ▼−16% Reduced · −5K sh | |
| 42 | Synopsys Inc Com COM | $2.1M | 5.4K | 0.1% | ▼−3.8% Reduced · −212 sh | |
| 43 | Abbvie Inc Com COM | $1.8M | 8.4K | 0.1% | ▲+2.0% Added · +165 sh | |
| 44 | Cboe Hldgs Inc Com COM | $1.7M | 6.1K | 0.1% | ▼−26% Reduced · −2K sh | |
| 45 | TJX Cos Inc New Com COM | $892K | 5.6K | 0.0% | ▲+0.1% Added · +8 sh | |
| 46 | Philip Morris Intl Inc Com COM | $881K | 5.3K | 0.0% | ▲+32% Added · +1K sh | |
| 47 | Apple Computer Inc Com COM | $716K | 2.8K | 0.0% | ▼−19% Reduced · −683 sh | |
| 48 | Wal Mart COM | $683K | 5.5K | 0.0% | ▼−37% Reduced · −3K sh | |
| 49 | Altria Group Inc COM | $666K | 10.1K | 0.0% | ▲+68% Added · +4K sh | |
| 50 | Accenture PLC Ireland SHS Clas COM | $603K | 3.0K | 0.0% | ▼−99% Reduced · −382K sh |
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 83 | $2.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 83 | $2.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 80 | $2.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 69 | $2.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 71 | $2.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 84 | $2.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 87 | $2.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 1, 2024 | 81 | $2.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 30, 2024 | 88 | $2.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 31, 2024 | 81 | $2.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 30, 2023 | 81 | $2.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 19, 2023 | 75 | $2.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Jul 19, 2023 | 79 | $2.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 6, 2023 | 88 | $1.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 31, 2022 | 82 | $1.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Sep 14, 2022 | 77 | $1.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 2, 2022 | 71 | $1.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 20, 2022 | 84 | $1.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 15, 2021 | 78 | $1.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 12, 2021 | 74 | $1.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 13, 2021 | 67 | $1.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 13, 2021 | 74 | $931.5M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 14, 2020 | 69 | $815.6M | 13F-HR |
| Q2 2020 | Jun 30, 2020 | Jul 30, 2020 | 67 | $741.4M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.