Tandem Investment Advisors, Inc.
CIK 1694284 · Holdings on Jun 30, 2026 · First reported Jul 31, 2026
Top ten holdings
Q2 2026- APH6.17%
- NEE5.18%
- ICE4.45%
- TRNO4.41%
- MSFT4.36%
- RMD4.31%
- G847201044.20%
- JKHY3.93%
- BRO3.82%
- SYK3.77%
Share classes counted separately44.60%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- APHWeight increased · +1.97 pp4.20% → 6.17%Shares -156.54K (-23.06%)
- ZTSWeight decreased · -1.54 pp3.94% → 2.40%Shares -181.66K (-26.72%)
- MCDWeight increased · +1.17 pp1.32% → 2.49%Shares +50.78K (+58.51%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | APHAMPHENOL CORP-CL A View history and evidence | $92.08M | 6.17% | 522.23K shares | 4.20% → 6.17%+1.97 pp -156.54K (-23.06%) | Reduced | ▾ |
| 02 | NEENEXTERA ENERGY INC View history and evidence | $77.33M | 5.18% | 881.01K shares | 5.02% → 5.18%+0.16 pp -221.96K (-20.12%) | Reduced | ▾ |
| 03 | ICEINTERCONTINENTAL EXCHANGE IN View history and evidence | $66.40M | 4.45% | 539.36K shares | 5.55% → 4.45%-1.10 pp -180.73K (-25.10%) | Reduced | ▾ |
| 04 | TRNOTERRENO REALTY CORP View history and evidence | $65.87M | 4.41% | 1.02M shares | 3.63% → 4.41%+0.78 pp -189.94K (-15.74%) | Reduced | ▾ |
| 05 | MSFTMICROSOFT CORP View history and evidence | $65.03M | 4.36% | 174.33K shares | 4.22% → 4.36%+0.14 pp -58.16K (-25.01%) | Reduced | ▾ |
| 06 | RMDRESMED INC View history and evidence | $64.28M | 4.31% | 329.85K shares | 4.81% → 4.31%-0.50 pp -107.06K (-24.50%) | Reduced | ▾ |
| 07 | G84720104STERIS LTD View history and evidence | $62.71M | 4.20% | 297.83K shares | 4.30% → 4.20%-0.10 pp -98.94K (-24.94%) | Reduced | ▾ |
| 08 | JKHYJACK HENRY & ASSOCIATES INC View history and evidence | $58.68M | 3.93% | 426.01K shares | 4.43% → 3.93%-0.50 pp -145.42K (-25.45%) | Reduced | ▾ |
| 09 | BROBROWN & BROWN INC View history and evidence | $57.07M | 3.82% | 889.65K shares | 3.79% → 3.82%+0.03 pp -295.50K (-24.93%) | Reduced | ▾ |
| 10 | SYKSTRYKER CORP View history and evidence | $56.33M | 3.77% | 178.93K shares | 3.74% → 3.77%+0.03 pp -53.25K (-22.94%) | Reduced | ▾ |
Options overlay 0
No options reported this quarter.
Exited positions 20
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| G GENPACT LTD | Non-derivative | -2,531,821 | -$94.31M | SEC filing ↗ | SEC filing ↗ |
| T AT&T INC | Non-derivative | -14,490 | -$420.06K | SEC filing ↗ | SEC filing ↗ |
| AEP AMERICAN ELECTRIC POWER | Non-derivative | -2,924 | -$383.28K | SEC filing ↗ | SEC filing ↗ |
3 / 20 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1694284 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-07-31
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 1492997705
}Research all 68 reported holdings.
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