Tandem Investment Advisors, Inc. holds a diversified book of 68 reported positions worth $1.5B as of Q2 2026 (disclosed Jul 31, 2026, a ~31-day 13F lag). This quarter they opened Pepsico Inc and trimmed Amphenol Corp-CL A. Their largest long position is Amphenol Corp-CL A at 6% of the reported non-option book. Cloning the disclosed picks since 2017 would be +154% (+10.2%/yr). That is a simulation of the disclosed long book, not audited returns.
Tandem Investment Advisors, Inc. is a wealth platform: this book aggregates client accounts across many advisers.
Following at the filing date actually beat the quarter-end book by 9.2 points over this window.
Growth of $10,000 cloning Tandem Investment Advisors, Inc.'s disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~31 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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
+4 sectors below the cut, 6% together
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 (an exit at the prior quarter-end), no cost basis
Other tracked managers holding the same core names as Tandem Investment Advisors, Inc.
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Emerald Advisors, LLC | 21 / 68 | $618.7M |
| New World Advisors LLC | 23 / 68 | $453.7M |
| Oakmont Corp | 10 / 68 | $370.8M |
| Independent Investors Inc | 16 / 68 | $375.6M |
| Ghe, LLC | 13 / 68 | $174.9M |
| Skye Global Management LP | 6 / 68 | $3.2B |
| Hoey Investments, Inc | 33 / 68 | $487.4M |
| Conway Capital Management, Inc. | 11 / 68 | $141.3M |
Ranked by the share of each fund's own book sitting in the names it shares with Tandem Investment Advisors, Inc.: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each position's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Amphenol Corp New CL A COM | $92.1M | 522.2K | 6.2% | ▼−23% Reduced · −157K sh | |
| 2 | NextEra Energy Inc Com COM | $77.3M | 881.0K | 5.2% | ▼−20% Reduced · −222K sh | |
| 3 | Intercontinental Exchange Inc COM | $66.4M | 539.4K | 4.4% | ▼−25% Reduced · −181K sh | |
| 4 | Terreno Rlty Corp Com COM | $65.9M | 1.02M | 4.4% | ▼−16% Reduced · −190K sh | |
| 5 | Microsoft Corp Com COM | $65.0M | 174.3K | 4.4% | ▼−25% Reduced · −58K sh | |
| 6 | Resmed Inc Com COM | $64.3M | 329.9K | 4.3% | ▼−25% Reduced · −107K sh | |
| 7 | Steris PLC SHS Usd COM | $62.7M | 297.8K | 4.2% | ▼−25% Reduced · −99K sh | |
| 8 | Jack Henry & Associates, Inc. COM | $58.7M | 426.0K | 3.9% | ▼−25% Reduced · −145K sh | |
| 9 | Brown & Brown Inc COM | $57.1M | 889.6K | 3.8% | ▼−25% Reduced · −295K sh | |
| 10 | Stryker Corp Com COM | $56.3M | 178.9K | 3.8% | ▼−23% Reduced · −53K sh | |
| 11 | Roper Technologies Inc Com COM | $54.1M | 160.0K | 3.6% | ▼−25% Reduced · −52K sh | |
| 12 | Church & Dwight Inc Com COM | $53.3M | 549.8K | 3.6% | ▼−25% Reduced · −187K sh | |
| 13 | Visa Inc CL A COM | $46.4M | 135.3K | 3.1% | ▼−26% Reduced · −48K sh | |
| 14 | BlackRock Inc Com COM | $45.9M | 47.7K | 3.1% | ▼−24% Reduced · −15K sh | |
| 15 | Mastercard Inc CL A COM | $44.1M | 85.8K | 3.0% | ▼−24% Reduced · −27K sh | |
| 16 | Abbott Laboratories COM | $43.2M | 476.6K | 2.9% | ▼−24% Reduced · −154K sh | |
| 17 | Procter & Gamble Co COM | $42.7M | 291.5K | 2.9% | ▼−5.6% Reduced · −17K sh | |
| 18 | Republic Svcs Inc Com COM | $40.9M | 192.0K | 2.7% | ▼−5.8% Reduced · −12K sh | |
| 19 | Waste Connections Inc Com COM | $40.7M | 244.1K | 2.7% | ▼−25% Reduced · −80K sh | |
| 20 | McDonalds Corp Com COM | $37.2M | 137.6K | 2.5% | ▲+59% Added · +51K sh | |
| 21 | Expeditors Intl Wash COM | $35.9M | 220.0K | 2.4% | ▼−26% Reduced · −79K sh | |
| 22 | Zoetis Inc CL A COM | $35.8M | 498.1K | 2.4% | ▼−27% Reduced · −182K sh | |
| 23 | Johnson & Johnson Com COM | $34.6M | 136.2K | 2.3% | ▼−23% Reduced · −40K sh | |
| 24 | Costco Wholesale Corp COM | $31.5M | 33.7K | 2.1% | ▼−22% Reduced · −10K sh | |
| 25 | Intuit Com COM | $27.2M | 104.2K | 1.8% | ▼−25% Reduced · −35K sh | |
| 26 | Verisk Analytics Inc Com COM | $26.3M | 146.6K | 1.8% | ▼−25% Reduced · −49K sh | |
| 27 | Pepsico Inc COM | $26.2M | 193.2K | 1.8% | ▲New New position | |
| 28 | Rollins Inc Com COM | $25.7M | 615.8K | 1.7% | ▲New New position | |
| 29 | Wec Energy Group Inc COM | $20.4M | 174.9K | 1.4% | ▼−24% Reduced · −55K sh | |
| 30 | Cintas Corp Com COM | $20.0M | 117.8K | 1.3% | ▲New New position | |
| 31 | Broadridge Finl Soluti Com COM | $19.2M | 140.0K | 1.3% | ▼−24% Reduced · −45K sh | |
| 32 | Nasdaq Omx Group Inc Com COM | $17.9M | 226.7K | 1.2% | ▲+39% Added · +63K sh | |
| 33 | Becton Dickinson & Co Com COM | $13.9M | 92.2K | 0.9% | ▼−62% Reduced · −148K sh | |
| 34 | Medpace Hldgs Inc Com COM | $5.0M | 9.4K | 0.3% | ▼−22% Reduced · −3K sh | |
| 35 | Fortinet Inc Com COM | $4.6M | 29.9K | 0.3% | ▼−24% Reduced · −10K sh | |
| 36 | Idexx Labs Inc Com COM | $4.4M | 8.4K | 0.3% | ▼−19% Reduced · −2K sh | |
| 37 | Qualys Inc Com COM | $4.0M | 29.2K | 0.3% | ▼−22% Reduced · −8K sh | |
| 38 | O Reilly Automotive Com COM | $3.4M | 36.6K | 0.2% | ▼−16% Reduced · −7K sh | |
| 39 | Intuitive Surgical Inc Com New COM | $3.1M | 7.8K | 0.2% | ▼−22% Reduced · −2K sh | |
| 40 | Akamai Technologies Inc COM | $2.5M | 20.7K | 0.2% | ▼−20% Reduced · −5K sh | |
| 41 | Tyler Technologies Inc Com COM | $2.1M | 7.2K | 0.1% | ▼−22% Reduced · −2K sh | |
| 42 | Synopsys Inc Com COM | $1.9M | 4.3K | 0.1% | ▼−21% Reduced · −1K sh | |
| 43 | Abbvie Inc Com COM | $1.7M | 6.9K | 0.1% | ▼−17% Reduced · −1K sh | |
| 44 | Monster Beverage Corp Com COM | $1.4M | 15.0K | 0.1% | ▲New New position | |
| 45 | Adobe Sys Inc Com COM | $1.1M | 5.1K | 0.1% | ▼−59% Reduced · −8K sh | |
| 46 | Cboe Hldgs Inc Com COM | $837K | 3.5K | 0.1% | ▼−43% Reduced · −3K sh | |
| 47 | TJX Cos Inc New Com COM | $829K | 5.5K | 0.1% | ▼−1.9% Reduced · −109 sh | |
| 48 | Apple Computer Inc Com COM | $562K | 1.9K | <0.1% | ▼−31% Reduced · −879 sh | |
| 49 | Royal BK Cda Montreal Com COM | $559K | 2.7K | <0.1% | ▼−4.8% Reduced · −137 sh | |
| 50 | Wal Mart COM | $486K | 4.3K | <0.1% | ▼−22% Reduced · −1K sh |
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Use Arkolith to show Tandem Investment Advisors, Inc.'s latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Reported 13F total per quarter. Raw filing totals can include option notional.
| Quarter | As of | Filed | Lag | Positions | Value | Form |
|---|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 31, 2026 | 31d | 68 | $1.5B | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 7, 2026 | 37d | 83 | $2.0B | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Feb 9, 2026 | 40d | 83 | $2.7B | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Nov 3, 2025 | 34d | 80 | $2.9B | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 31, 2025 | 31d | 69 | $2.9B | 13F-HR |
| Q1 2025 | Mar 31, 2025 | Apr 28, 2025 | 28d | 71 | $2.9B | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 3, 2025 | 34d | 84 | $2.6B | 13F-HR |
| Q3 2024 | Sep 30, 2024 | Oct 31, 2024 | 31d | 87 | $2.6B | 13F-HR |
| Q2 2024 | Jun 30, 2024 | Aug 1, 2024 | 32d | 81 | $2.5B | 13F-HR |
| Q1 2024 | Mar 31, 2024 | Apr 30, 2024 | 30d | 88 | $2.6B | 13F-HR |
| Q4 2023 | Dec 31, 2023 | Jan 31, 2024 | 31d | 81 | $2.5B | 13F-HR |
| Q3 2023 | Sep 30, 2023 | Oct 30, 2023 | 30d | 81 | $2.4B | 13F-HR |
| Q2 2023 | Jun 30, 2023 | Jul 19, 2023 | 19d | 75 | $2.3B | 13F-HR |
| Q1 2023 | Mar 31, 2023 | Jul 19, 2023 | 110d | 79 | $2.1B | 13F-HR |
| Q4 2022 | Dec 31, 2022 | Feb 6, 2023 | 37d | 88 | $1.9B | 13F-HR |
| Q3 2022 | Sep 30, 2022 | Oct 31, 2022 | 31d | 82 | $1.8B | 13F-HR |
| Q2 2022 | Jun 30, 2022 | Sep 14, 2022 | 76d | 77 | $1.7B | 13F-HR |
| Q1 2022 | Mar 31, 2022 | May 2, 2022 | 32d | 71 | $1.6B | 13F-HR |
| Q4 2021 | Dec 31, 2021 | Jan 20, 2022 | 20d | 84 | $1.5B | 13F-HR |
| Q3 2021 | Sep 30, 2021 | Oct 15, 2021 | 15d | 78 | $1.2B | 13F-HR |
| Q2 2021 | Jun 30, 2021 | Jul 12, 2021 | 12d | 74 | $1.2B | 13F-HR |
| Q1 2021 | Mar 31, 2021 | Apr 13, 2021 | 13d | 67 | $1.0B | 13F-HR |
| Q4 2020 | Dec 31, 2020 | Jan 13, 2021 | 13d | 74 | $931.5M | 13F-HR |
| Q3 2020 | Sep 30, 2020 | Oct 14, 2020 | 14d | 69 | $815.6M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.