Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Tandem Investment Advisors, Inc. (CIK 1694284) reported $2.04B across 82 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: ICE ($113.3M, 5.55%), NEE ($102.4M, 5.02%), RMD ($98.1M, 4.81%), G ($94.3M, 4.62%), JKHY ($90.3M, 4.43%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ICE | INTERCONTINENTAL EXCHANGE INC | $113.3M | 5.55% | 720,083 | Trimmed |
| 2 | NEE | NEXTERA ENERGY INC COM | $102.4M | 5.02% | 1.1M | Trimmed |
| 3 | RMD | RESMED INC COM | $98.1M | 4.81% | 436,912 | Trimmed |
| 4 | G | GENPACT LIMITED SHS | $94.3M | 4.62% | 2.5M | Trimmed |
| 5 | JKHY | HENRY JACK & ASSOC INC COM | $90.3M | 4.43% | 571,425 | Trimmed |
| 6 | STE | STERIS PLC SHS USD | $87.7M | 4.30% | 396,763 | Trimmed |
| 7 | MSFT | MICROSOFT CORP COM | $86.1M | 4.22% | 232,481 | Added |
| 8 | APH | AMPHENOL CORP NEW CL A | $85.8M | 4.20% | 678,771 | Trimmed |
| 9 | ZTS | ZOETIS INC CL A | $80.4M | 3.94% | 679,754 | Trimmed |
| 10 | BRO | BROWN & BROWN INC | $77.3M | 3.79% | 1.2M | Trimmed |
| 11 | SYK | STRYKER CORP COM | $76.3M | 3.74% | 232,179 | Trimmed |
| 12 | ROP | ROPER TECHNOLOGIES INC COM | $75.0M | 3.68% | 212,009 | Trimmed |
| 13 | TRNO | TERRENO RLTY CORP COM | $74.1M | 3.63% | 1.2M | Trimmed |
| 14 | CHD | CHURCH & DWIGHT INC COM | $68.7M | 3.37% | 736,419 | Trimmed |
| 15 | ABT | ABBOTT LABORATORIES | $64.7M | 3.17% | 630,596 | Trimmed |
| 16 | BLK | BLACKROCK INC COM | $60.2M | 2.95% | 62,619 | Trimmed |
| 17 | INTU | INTUIT COM | $60.0M | 2.94% | 138,877 | Trimmed |
| 18 | MA | MASTERCARD INC CL A | $56.5M | 2.77% | 113,111 | Trimmed |
| 19 | V | VISA INC CL A | $55.4M | 2.72% | 183,330 | Trimmed |
| 20 | WCN | WASTE CONNECTIONS INC COM | $52.6M | 2.58% | 324,023 | Trimmed |
| 21 | RSG | REPUBLIC SVCS INC COM | $44.6M | 2.19% | 203,761 | Trimmed |
| 22 | PG | PROCTER & GAMBLE CO | $44.6M | 2.19% | 308,672 | Added |
| 23 | JNJ | JOHNSON & JOHNSON COM | $43.2M | 2.12% | 176,596 | Trimmed |
| 24 | COST | COSTCO WHOLESALE CORP | $43.3M | 2.12% | 43,412 | Trimmed |
| 25 | EXPD | EXPEDITORS INTL WASH | $42.8M | 2.10% | 298,670 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31