Tandem Investment Advisors, Inc. Portfolio Stock Holdings
According to the SEC 13F filed on July 31, 2026, Tandem Investment Advisors, Inc. disclosed 68 stock positions valued at approximately $1.49B as of quarter-end June 30, 2026. The largest holdings include AMPHENOL CORP NEW CL A, NEXTERA ENERGY INC COM, and INTERCONTINENTAL EXCHANGE INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 68
- Portfolio Value
- $1.49B
Holdings by Sector
Tandem Investment Advisors, Inc. Portfolio Holdings in Q2 2026
55 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMPHENOL CORP NEW CL A | APH | Technology | 6.17% | 522,227 | -156,544 | -23.06% | $92,079,064 |
| NEXTERA ENERGY INC COM | NEE | Utilities | 5.18% | 881,015 | -221,962 | -20.12% | $77,326,686 |
| INTERCONTINENTAL EXCHANGE INC | ICE | Financial Services | 4.45% | 539,355 | -180,728 | -25.10% | $66,399,994 |
| MICROSOFT CORP COM | MSFT | Technology | 4.36% | 174,326 | -58,155 | -25.01% | $65,027,084 |
| RESMED INC COM | RMD | Healthcare | 4.31% | 329,854 | -107,058 | -24.50% | $64,281,947 |
| JACK HENRY & ASSOCIATES, INC. | JKHY | Technology | 3.93% | 426,009 | -145,416 | -25.45% | $58,678,479 |
| BROWN & BROWN INC | BRO | Financial Services | 3.82% | 889,649 | -295,495 | -24.93% | $57,070,983 |
| STRYKER CORP COM | SYK | Healthcare | 3.77% | 178,927 | -53,252 | -22.94% | $56,333,376 |
| ROPER TECHNOLOGIES INC COM | ROP | Technology | 3.63% | 160,003 | -52,006 | -24.53% | $54,143,415 |
| CHURCH & DWIGHT INC COM | CHD | Consumer Defensive | 3.57% | 549,790 | -186,629 | -25.34% | $53,263,655 |
| VISA INC CL A | V | Financial Services | 3.11% | 135,323 | -48,007 | -26.19% | $46,427,968 |
| BLACKROCK INC COM | BLK | Financial Services | 3.07% | 47,744 | -14,875 | -23.75% | $45,908,720 |
| MASTERCARD INC CL A | MA | Financial Services | 2.95% | 85,826 | -27,285 | -24.12% | $44,080,233 |
| ABBOTT LABORATORIES | ABT | Healthcare | 2.90% | 476,553 | -154,043 | -24.43% | $43,242,419 |
| PROCTER & GAMBLE CO | PG | Consumer Defensive | 2.86% | 291,482 | -17,190 | -5.57% | $42,742,920 |
| REPUBLIC SVCS INC COM | RSG | Industrials | 2.74% | 192,002 | -11,759 | -5.77% | $40,911,786 |
| WASTE CONNECTIONS INC COM | WCN | Industrials | 2.73% | 244,098 | -79,925 | -24.67% | $40,688,695 |
| MCDONALDS CORP COM | MCD | Consumer Cyclical | 2.49% | 137,575 | +50,784 | +58.51% | $37,187,898 |
| EXPEDITORS INTL WASH | EXPD | Industrials | 2.40% | 220,011 | -78,659 | -26.34% | $35,857,392 |
| JOHNSON & JOHNSON COM | JNJ | Healthcare | 2.32% | 136,198 | -40,398 | -22.88% | $34,590,206 |
| COSTCO WHOLESALE CORP | COST | Consumer Defensive | 2.11% | 33,676 | -9,736 | -22.43% | $31,502,887 |
| INTUIT COM | INTU | Technology | 1.82% | 104,162 | -34,715 | -25.00% | $27,186,282 |
| PEPSICO INC | PEP | Consumer Defensive | 1.75% | 193,158 | +193,158 | +100.00% | $26,153,593 |
| ROLLINS INC COM | ROL | Consumer Cyclical | 1.72% | 615,789 | +615,789 | +100.00% | $25,703,032 |
| CINTAS CORP COM | CTAS | Industrials | 1.34% | 117,838 | +117,838 | +100.00% | $20,041,887 |
| BROADRIDGE FINL SOLUTI COM | BR | Technology | 1.28% | 139,968 | -45,253 | -24.43% | $19,168,617 |
| NASDAQ OMX GROUP INC COM | NDAQ | Financial Services | 1.20% | 226,710 | +63,078 | +38.55% | $17,869,282 |
| BECTON DICKINSON & CO COM | BDX | Healthcare | 0.93% | 92,167 | -148,334 | -61.68% | $13,947,632 |
| MEDPACE HLDGS INC COM | MEDP | Healthcare | 0.33% | 9,358 | -2,571 | -21.55% | $4,955,903 |
| IDEXX LABS INC COM | IDXX | Healthcare | 0.30% | 8,389 | -1,987 | -19.15% | $4,416,305 |
| QUALYS INC COM | QLYS | Technology | 0.27% | 29,188 | -8,422 | -22.39% | $4,013,058 |
| O REILLY AUTOMOTIVE COM | ORLY | Consumer Cyclical | 0.23% | 36,587 | -6,904 | -15.87% | $3,369,296 |
| AKAMAI TECHNOLOGIES INC | AKAM | Technology | 0.16% | 20,732 | -5,129 | -19.83% | $2,450,729 |
| TYLER TECHNOLOGIES INC COM | TYL | Technology | 0.14% | 7,246 | -2,009 | -21.71% | $2,119,165 |
| SYNOPSYS INC COM | SNPS | Technology | 0.13% | 4,271 | -1,130 | -20.92% | $1,905,164 |
| ABBVIE INC COM | ABBV | Healthcare | 0.12% | 6,933 | -1,442 | -17.22% | $1,744,620 |
| ADOBE SYS INC COM | ADBE | Technology | 0.07% | 5,146 | -7,515 | -59.36% | $1,055,032 |
| CBOE HLDGS INC COM | CBOE | Financial Services | 0.06% | 3,451 | -2,618 | -43.14% | $837,454 |
| TJX COS INC NEW COM | TJX | Consumer Cyclical | 0.06% | 5,475 | -109 | -1.95% | $829,462 |
| APPLE COMPUTER INC COM | AAPL | Technology | 0.04% | 1,942 | -879 | -31.16% | $561,937 |
| ROYAL BK CDA MONTREAL COM | RY | Financial Services | 0.04% | 2,700 | -137 | -4.83% | $558,819 |
| WAL MART | WMT | Consumer Defensive | 0.03% | 4,291 | -1,201 | -21.87% | $485,998 |
| AUTOMATIC DATA PROCESSING | ADP | Technology | 0.03% | 2,061 | -161,766 | -98.74% | $461,560 |
| FASTENAL COMPANY | FAST | Industrials | 0.03% | 9,190 | -3,166 | -25.62% | $441,395 |
| ALTRIA GROUP INC | MO | Consumer Defensive | 0.03% | 5,984 | -4,101 | -40.66% | $430,548 |
| PHILIP MORRIS INTL INC COM | PM | Consumer Defensive | 0.03% | 2,368 | -2,961 | -55.56% | $428,394 |
| COCA COLA CO COM | KO | Consumer Defensive | 0.03% | 4,818 | -2,318 | -32.48% | $391,558 |
| TRUIST FINL CORP COM | TFC | Financial Services | 0.02% | 6,538 | - | - | $325,723 |
| LOWES COS INC COM | LOW | Consumer Cyclical | 0.02% | 1,310 | -784 | -37.44% | $288,841 |
| HOME DEPOT INC COM | HD | Consumer Cyclical | 0.02% | 780 | -16 | -2.01% | $275,090 |
| NVIDIA CORP COM | NVDA | Technology | 0.02% | 1,255 | +126 | +11.16% | $251,112 |
| ACCENTURE PLC IRELAND SHS CLAS | ACN | Technology | 0.02% | 1,965 | -1,074 | -35.34% | $244,524 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.02% | 1,015 | -458 | -31.09% | $241,915 |
| BADGER METER INC COM | BMI | Technology | 0.02% | 1,562 | -303 | -16.25% | $231,769 |
| FACTSET RESH SYS INC COM | FDS | Financial Services | 0.01% | 900 | -51 | -5.36% | $207,072 |