Tandem Investment Advisors, Inc.
Net seller this quarter
$1.49B
64
-$437M
44.6%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 APH | $92.1M | 6.17% | 0.04% | -23.1% | Q2 2022 |
 NEE | $77.3M | 5.18% | 0.04% | -20.1% | Q4 2016 |
 ICE | $66.4M | 4.45% | 0.10% | -25.1% | Q4 2016 |
 TRNO | $65.9M | 4.41% | 0.94% | -15.7% | Q4 2022 |
 MSFT | $65M | 4.36% | 0.00% | -25.0% | Q4 2016 |
 RMD | $64.3M | 4.31% | 0.23% | -24.5% | Q4 2016 |
 STE | $62.7M | 4.20% | 0.31% | -24.9% | Q3 2022 |
 JKHY | $58.7M | 3.93% | 0.60% | -25.5% | Q4 2021 |
 BRO | $57.1M | 3.82% | 0.27% | -24.9% | Q4 2016 |
 SYK | $56.3M | 3.77% | 0.05% | -22.9% | Q4 2016 |
 ROP | $54.1M | 3.63% | 0.16% | -24.5% | Q2 2022 |
 CHD | $53.3M | 3.57% | 0.23% | -25.3% | Q2 2022 |
 V | $46.4M | 3.11% | 0.01% | -26.2% | Q3 2020 |
 BLK | $45.9M | 3.07% | 0.03% | -23.8% | Q1 2020 |
 MA | $44.1M | 2.95% | 0.01% | -24.1% | Q2 2022 |
 ABT | $43.2M | 2.90% | 0.03% | -24.4% | Q4 2016 |
 PG | $42.7M | 2.86% | 0.01% | -5.6% | Q4 2018 |
 RSG | $40.9M | 2.74% | 0.06% | -5.8% | Q4 2016 |
 WCN | $40.7M | 2.73% | 0.10% | -24.7% | Q4 2016 |
 MCD | $37.2M | 2.49% | 0.02% | +58.5% | Q4 2018 |
 EXPD | $35.9M | 2.40% | 0.17% | -26.3% | Q4 2016 |
 ZTS | $35.8M | 2.40% | 0.12% | -26.7% | Q4 2024 |
 JNJ | $34.6M | 2.32% | 0.01% | -22.9% | Q4 2017 |
 COST | $31.5M | 2.11% | 0.01% | -22.4% | Q4 2016 |
 INTU | $27.2M | 1.82% | 0.04% | -25.0% | Q1 2024 |
 VRSK | $26.3M | 1.76% | 0.11% | -24.9% | Q4 2017 |
 PEP | $26.2M | 1.75% | 0.01% | Not reported | Q1 2019 |
 ROL | $25.7M | 1.72% | 0.13% | New | Q2 2026 |
 CTAS | $20M | 1.34% | 0.03% | Not reported | Q3 2024 |
 BR | $19.2M | 1.28% | 0.12% | -24.4% | Q4 2025 |
 NDAQ | $17.9M | 1.20% | 0.04% | +38.6% | Q1 2026 |
 BDX | $13.9M | 0.93% | 0.03% | -61.7% | Q4 2016 |
 MEDP | $4.96M | 0.33% | 0.03% | -21.6% | Q1 2025 |
 FTNT | $4.59M | 0.31% | 0.00% | -24.2% | Q3 2025 |
 IDXX | $4.42M | 0.30% | 0.01% | -19.2% | Q4 2024 |
 QLYS | $4.01M | 0.27% | 0.08% | -22.4% | Q4 2021 |
 ORLY | $3.37M | 0.23% | 0.00% | -15.9% | Q4 2016 |
 ISRG | $3.1M | 0.21% | 0.00% | -21.8% | Q2 2022 |
 AKAM | $2.45M | 0.16% | 0.01% | -19.8% | Q2 2022 |
 TYL | $2.12M | 0.14% | 0.02% | -21.7% | Q4 2018 |
 SNPS | $1.91M | 0.13% | 0.00% | -20.9% | Q3 2025 |
 ABBV | $1.74M | 0.12% | 0.00% | -17.2% | Q4 2016 |
 MNST | $1.44M | 0.10% | 0.00% | New | Q2 2026 |
 ADBE | $1.06M | 0.07% | 0.00% | -59.4% | Q4 2020 |
 CBOE | $837K | 0.06% | 0.00% | -43.1% | Q1 2020 |
 TJX | $829K | 0.06% | 0.00% | -2.0% | Q4 2016 |
 AAPL | $562K | 0.04% | 0.00% | -31.2% | Q4 2017 |
 RY | $559K | 0.04% | 0.00% | -4.8% | Q3 2023 |
 WMT | $486K | 0.03% | 0.00% | -21.9% | Q1 2019 |
 ADP | $462K | 0.03% | 0.00% | -98.7% | Q1 2020 |
| Q1 2026 | |||||
| ICE | $113M | 5.55% | 0.13% | -11.7% | Q4 2016 |
| NEE | $102M | 5.02% | 0.05% | -15.1% | Q4 2016 |
| RMD | $98.1M | 4.81% | 0.30% | -12.6% | Q4 2016 |
 G | $94.3M | 4.62% | 1.49% | -10.3% | Q3 2024 |
| JKHY | $90.3M | 4.43% | 0.79% | -12.1% | Q4 2021 |
| STE | $87.7M | 4.30% | 0.41% | -10.6% | Q3 2022 |
| MSFT | $86.1M | 4.22% | 0.00% | +2.5% | Q4 2016 |
| APH | $85.8M | 4.20% | 0.06% | -28.4% | Q2 2022 |
| ZTS | $80.4M | 3.94% | 0.16% | -4.0% | Q4 2024 |
| BRO | $77.3M | 3.79% | 0.35% | -8.3% | Q4 2016 |
| SYK | $76.3M | 3.74% | 0.06% | -14.4% | Q4 2016 |
| ROP | $75M | 3.68% | 0.21% | -4.2% | Q2 2022 |
| TRNO | $74.1M | 3.63% | 1.14% | -12.0% | Q4 2022 |
| CHD | $68.7M | 3.37% | 0.31% | -7.7% | Q2 2022 |
| ABT | $64.7M | 3.17% | 0.04% | -36.5% | Q4 2016 |
| BLK | $60.2M | 2.95% | 0.04% | -9.6% | Q1 2020 |
| INTU | $60M | 2.94% | 0.05% | -0.3% | Q1 2024 |
| MA | $56.5M | 2.77% | 0.01% | -42.8% | Q2 2022 |
| V | $55.4M | 2.72% | 0.01% | -56.1% | Q3 2020 |
| WCN | $52.6M | 2.58% | 0.13% | -10.7% | Q4 2016 |
| RSG | $44.6M | 2.19% | 0.07% | -14.9% | Q4 2016 |
| PG | $44.6M | 2.19% | 0.01% | +12042.9% | Q4 2018 |
| COST | $43.3M | 2.12% | 0.01% | -14.5% | Q4 2016 |
| JNJ | $43.2M | 2.12% | 0.01% | -34.3% | Q4 2017 |
| EXPD | $42.8M | 2.10% | 0.23% | -9.0% | Q4 2016 |
| BDX | $37.8M | 1.85% | 0.09% | -2.6% | Q4 2016 |
| VRSK | $37.1M | 1.82% | 0.15% | +16.2% | Q4 2017 |
| ADP | $33.3M | 1.63% | 0.04% | -50.4% | Q1 2020 |
| BR | $30.1M | 1.48% | 0.16% | +22.2% | Q4 2025 |
| MCD | $27M | 1.32% | 0.01% | Not reported | Q4 2018 |
| NDAQ | $13.9M | 0.68% | 0.03% | New | Q1 2026 |
| IDXX | $5.83M | 0.29% | 0.01% | -8.9% | Q4 2024 |
| MEDP | $5.73M | 0.28% | 0.04% | -15.8% | Q1 2025 |
| ISRG | $4.6M | 0.23% | 0.00% | -7.4% | Q2 2022 |
| ORLY | $4.01M | 0.20% | 0.01% | -15.8% | Q4 2016 |
| QLYS | $3.3M | 0.16% | 0.11% | -16.6% | Q4 2021 |
| FTNT | $3.22M | 0.16% | 0.01% | -13.0% | Q3 2025 |
| TYL | $3.17M | 0.16% | 0.02% | -14.4% | Q4 2018 |
| ADBE | $3.08M | 0.15% | 0.00% | -7.0% | Q4 2020 |
| AKAM | $2.97M | 0.15% | 0.02% | -16.0% | Q2 2022 |
| SNPS | $2.14M | 0.10% | 0.00% | -3.8% | Q3 2025 |
| ABBV | $1.82M | 0.09% | 0.00% | +2.0% | Q4 2016 |
| CBOE | $1.71M | 0.08% | 0.01% | -25.9% | Q1 2020 |
| TJX | $892K | 0.04% | 0.00% | +0.1% | Q4 2016 |
 PM | $881K | 0.04% | 0.00% | +31.9% | Q4 2016 |
| AAPL | $716K | 0.04% | 0.00% | -19.5% | Q4 2017 |
| WMT | $683K | 0.03% | 0.00% | -36.6% | Q1 2019 |
 MO | $666K | 0.03% | 0.00% | +67.8% | Q4 2016 |
 ACN | $603K | 0.03% | 0.00% | -99.2% | Q4 2016 |
 FAST | $573K | 0.03% | 0.00% | +1.9% | Q3 2023 |
| Q4 2025 | |||||
| V | $146M | 5.45% | 0.02% | -4.3% | Q3 2020 |
| ICE | $132M | 4.92% | 0.14% | -3.8% | Q4 2016 |
| G | $132M | 4.92% | 1.66% | -3.9% | Q3 2024 |
| APH | $128M | 4.77% | 0.08% | -24.2% | Q2 2022 |
| ABT | $124M | 4.63% | 0.06% | 0.0% | Q4 2016 |
| RMD | $120M | 4.49% | 0.34% | -1.0% | Q4 2016 |
| JKHY | $119M | 4.42% | 0.90% | -3.8% | Q4 2021 |
| MA | $113M | 4.20% | 0.02% | -3.7% | Q2 2022 |
| STE | $113M | 4.19% | 0.45% | -4.1% | Q3 2022 |
| MSFT | $110M | 4.08% | 0.00% | -5.2% | Q4 2016 |
| NEE | $104M | 3.88% | 0.06% | -6.6% | Q4 2016 |
| ACN | $103M | 3.84% | 0.06% | -6.9% | Q4 2016 |
| BRO | $103M | 3.83% | 0.38% | -6.7% | Q4 2016 |
| ROP | $98.5M | 3.67% | 0.21% | +0.4% | Q2 2022 |
| SYK | $95.4M | 3.55% | 0.07% | -3.2% | Q4 2016 |
| INTU | $92.2M | 3.43% | 0.05% | +62.1% | Q1 2024 |
| ZTS | $89.1M | 3.32% | 0.17% | -10.4% | Q4 2024 |
| ADP | $84.9M | 3.16% | 0.08% | +6.6% | Q1 2020 |
| TRNO | $80.5M | 3.00% | 1.32% | -3.3% | Q4 2022 |
| BLK | $74.1M | 2.76% | 0.04% | -3.0% | Q1 2020 |
| CHD | $66.9M | 2.49% | 0.33% | +11.6% | Q2 2022 |
| WCN | $63.6M | 2.37% | 0.14% | -4.4% | Q4 2016 |
| JNJ | $55.6M | 2.07% | 0.01% | -4.7% | Q4 2017 |
| RSG | $50.7M | 1.89% | 0.08% | -1.0% | Q4 2016 |
| EXPD | $48.9M | 1.82% | 0.25% | -6.0% | Q4 2016 |
| BDX | $47.9M | 1.78% | 0.09% | -8.5% | Q4 2016 |
| COST | $43.8M | 1.63% | 0.01% | -3.5% | Q4 2016 |
| VRSK | $37.6M | 1.40% | 0.12% | -5.5% | Q4 2017 |
| BR | $33.8M | 1.26% | 0.13% | New | Q4 2025 |
| MEDP | $7.96M | 0.30% | 0.05% | -3.6% | Q1 2025 |
| IDXX | $7.7M | 0.29% | 0.01% | -3.0% | Q4 2024 |
| ISRG | $6.1M | 0.23% | 0.00% | +16.8% | Q2 2022 |
| QLYS | $5.99M | 0.22% | 0.13% | +6.5% | Q4 2021 |
| TYL | $4.91M | 0.18% | 0.02% | +17.2% | Q4 2018 |
| ADBE | $4.77M | 0.18% | 0.00% | -3.4% | Q4 2020 |
| ORLY | $4.71M | 0.18% | 0.01% | -16.6% | Q4 2016 |
| FTNT | $3.59M | 0.13% | 0.01% | +35.9% | Q3 2025 |
 EXLS | $3.13M | 0.12% | 0.05% | +2.3% | Q4 2018 |
| AKAM | $2.69M | 0.10% | 0.02% | +1.7% | Q2 2022 |
| SNPS | $2.64M | 0.10% | 0.00% | -5.6% | Q3 2025 |
| CBOE | $2.06M | 0.08% | 0.01% | -38.8% | Q1 2020 |
| ABBV | $1.88M | 0.07% | 0.00% | -12.1% | Q4 2016 |
| WMT | $966K | 0.04% | 0.00% | -28.0% | Q1 2019 |
| AAPL | $953K | 0.04% | 0.00% | -39.8% | Q4 2017 |
| TJX | $857K | 0.03% | 0.00% | -3.5% | Q4 2016 |
| PM | $648K | 0.02% | 0.00% | +32.2% | Q4 2016 |
 SPY | $633K | 0.02% | Not reported | Not reported | Q1 2021 |
 KO | $623K | 0.02% | 0.00% | -17.5% | Q4 2016 |
 BX | $546K | 0.02% | 0.00% | Not reported | Q3 2023 |
| RY | $545K | 0.02% | 0.00% | -21.0% | Q3 2023 |
| Q3 2025 | |||||
| APH | $155M | 5.28% | 0.10% | -3.5% | Q2 2022 |
| V | $149M | 5.08% | 0.02% | +1.1% | Q3 2020 |
| ICE | $143M | 4.87% | 0.15% | +4.9% | Q4 2016 |
| RMD | $138M | 4.72% | 0.35% | +1.5% | Q4 2016 |
| ABT | $133M | 4.54% | 0.06% | 0.0% | Q4 2016 |
| BRO | $130M | 4.44% | 0.41% | +69.7% | Q4 2016 |
| MSFT | $124M | 4.23% | 0.00% | -1.5% | Q4 2016 |
| G | $123M | 4.20% | 1.70% | +13.6% | Q3 2024 |
| MA | $117M | 3.99% | 0.02% | +1.0% | Q2 2022 |
| ZTS | $116M | 3.95% | 0.18% | -0.1% | Q4 2024 |
| STE | $115M | 3.91% | 0.47% | +1.1% | Q3 2022 |
| ROP | $110M | 3.75% | 0.20% | +123.1% | Q2 2022 |
| NEE | $105M | 3.58% | 0.07% | -1.9% | Q4 2016 |
| SYK | $104M | 3.54% | 0.07% | +2.7% | Q4 2016 |
| ACN | $102M | 3.48% | 0.06% | +8.4% | Q4 2016 |
| JKHY | $101M | 3.43% | 0.93% | +0.2% | Q4 2021 |
| ADP | $90.8M | 3.10% | 0.08% | +31.6% | Q1 2020 |
| BLK | $83.2M | 2.84% | 0.05% | -3.1% | Q1 2020 |
| TRNO | $80.5M | 2.75% | 1.38% | +0.7% | Q4 2022 |
 CMCSA | $74.7M | 2.55% | 0.06% | -0.4% | Q4 2018 |
| WCN | $66.7M | 2.28% | 0.15% | +1.2% | Q4 2016 |
| CHD | $62.6M | 2.14% | 0.29% | +0.5% | Q2 2022 |
| INTU | $58.7M | 2.00% | 0.03% | Not reported | Q1 2024 |
| RSG | $55.5M | 1.90% | 0.08% | +9.8% | Q4 2016 |
| JNJ | $52.3M | 1.78% | 0.01% | -2.7% | Q4 2017 |
| BDX | $50.5M | 1.72% | 0.09% | -1.9% | Q4 2016 |
| COST | $48.7M | 1.66% | 0.01% | +22.7% | Q4 2016 |
| VRSK | $44.7M | 1.53% | 0.13% | +6.9% | Q4 2017 |
| EXPD | $42.8M | 1.46% | 0.26% | -3.3% | Q4 2016 |
 FDS | $41.9M | 1.43% | 0.39% | -27.3% | Q4 2017 |
 WTRG | $37.9M | 1.29% | 0.34% | -54.2% | Q1 2020 |
| MEDP | $7.56M | 0.26% | 0.05% | -1.2% | Q1 2025 |
| IDXX | $7.5M | 0.26% | 0.01% | 0.0% | Q4 2024 |
| ORLY | $6.68M | 0.23% | 0.01% | -2.6% | Q4 2016 |
| QLYS | $5.6M | 0.19% | 0.12% | +1.8% | Q4 2021 |
| ADBE | $4.97M | 0.17% | 0.00% | +21.7% | Q4 2020 |
| TYL | $4.83M | 0.16% | 0.02% | +5.4% | Q4 2018 |
| ISRG | $4.12M | 0.14% | 0.00% | +4.5% | Q2 2022 |
| CBOE | $3.28M | 0.11% | 0.01% | -9.7% | Q1 2020 |
| EXLS | $3.17M | 0.11% | 0.05% | +602.1% | Q4 2018 |
| SNPS | $2.93M | 0.10% | 0.00% | New | Q3 2025 |
| FTNT | $2.8M | 0.10% | 0.00% | New | Q3 2025 |
| AKAM | $2.29M | 0.08% | 0.02% | +1.4% | Q2 2022 |
| ABBV | $2.16M | 0.07% | 0.00% | -1.8% | Q4 2016 |
| PG | $1.82M | 0.06% | 0.00% | +9.4% | Q4 2018 |
| AAPL | $1.48M | 0.05% | 0.00% | -10.6% | Q4 2017 |
| WMT | $1.24M | 0.04% | 0.00% | +9.9% | Q1 2019 |
 HD | $880K | 0.03% | 0.00% | -3.9% | Q4 2018 |
| TJX | $835K | 0.03% | 0.00% | +0.7% | Q4 2016 |
| KO | $716K | 0.02% | 0.00% | +37.6% | Q4 2016 |