EdgeMarket › What Tandem Investment Advisors, Inc. reported owning
What Tandem Investment Advisors, Inc. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
2.0BPositions
83Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| ICE Intercontinental Exchange, Inc. | 113.3M | 5.6% | 720.1K | 161.25 | -11.1% |
| NEE NEXTERA ENERGY INC | 102.4M | 5.0% | 1.1M | 83.65 | +9.8% |
| RMD RESMED INC | 98.1M | 4.8% | 436.9K | 231.52 | -19.9% |
| G Genpact LTD | 94.3M | 4.6% | 2.5M | 37.14 | -15.7% |
| JKHY JACK HENRY & ASSOCIATES INC | 90.3M | 4.4% | 571.4K | 166.20 | +1.5% |
| unmapped CUSIP G84720104 | 87.7M | 4.3% | 396.8K | — | — |
| MSFT MICROSOFT CORP | 86.1M | 4.2% | 232.5K | 483.24 | -4.4% |
| APH AMPHENOL CORP /DE/ | 85.8M | 4.2% | 678.8K | 157.01 | +44.5% |
| ZTS Zoetis Inc. | 80.4M | 3.9% | 679.8K | 77.73 | -50.4% |
| BRO BROWN & BROWN, INC. | 77.3M | 3.8% | 1.2M | 72.92 | -24.7% |
| SYK STRYKER CORP | 76.3M | 3.7% | 232.2K | 329.45 | -15.9% |
| ROP ROPER TECHNOLOGIES INC | 75.0M | 3.7% | 212.0K | 411.79 | -23.8% |
| TRNO Terreno Realty Corp | 74.1M | 3.6% | 1.2M | 68.17 | +22.5% |
| CHD CHURCH & DWIGHT CO INC /DE/ | 68.7M | 3.4% | 736.4K | 98.80 | +4.1% |
| ABT ABBOTT LABORATORIES | 64.7M | 3.2% | 630.6K | 116.64 | -11.9% |
| BLK BlackRock, Inc. | 60.2M | 3.0% | 62.6K | 1,156.55 | +2.5% |
| INTU INTUIT INC. | 60.0M | 2.9% | 138.9K | 367.00 | -47.5% |
| MA Mastercard Inc | 56.5M | 2.8% | 113.1K | 580.63 | -2.0% |
| V VISA INC. | 55.4M | 2.7% | 183.3K | 371.04 | +7.9% |
| WCN Waste Connections, Inc. | 52.6M | 2.6% | 324.0K | 169.40 | -8.8% |
| RSG REPUBLIC SERVICES, INC. | 44.6M | 2.2% | 203.8K | 220.67 | -6.5% |
| PG PROCTER & GAMBLE Co | 44.6M | 2.2% | 308.7K | 144.68 | -9.3% |
| COST COSTCO WHOLESALE CORP /NEW | 43.3M | 2.1% | 43.4K | 947.74 | -4.7% |
| JNJ JOHNSON & JOHNSON | 43.2M | 2.1% | 176.6K | 270.24 | +51.1% |
| EXPD EXPEDITORS INTERNATIONAL OF WASHINGTON INC | 42.8M | 2.1% | 298.7K | 187.81 | +57.4% |
| BDX BECTON DICKINSON & CO | 37.8M | 1.9% | 240.5K | 192.00 | -3.6% |
| VRSK Verisk Analytics, Inc. | 37.1M | 1.8% | 195.3K | 187.50 | -30.8% |
| ADP AUTOMATIC DATA PROCESSING INC | 33.3M | 1.6% | 163.8K | 280.81 | -9.1% |
| BR BROADRIDGE FINANCIAL SOLUTIONS, INC. | 30.1M | 1.5% | 185.2K | 182.18 | -30.4% |
| MCD MCDONALDS CORP | 27.0M | 1.3% | 86.8K | 270.95 | -13.5% |
| unmapped CUSIP 976657106 | 26.6M | 1.3% | 229.6K | — | — |
| NDAQ NASDAQ, INC. | 13.9M | 0.7% | 163.6K | 98.22 | +3.9% |
| IDXX IDEXX LABORATORIES INC /DE | 5.8M | 0.3% | 10.4K | 556.93 | -13.0% |
| MEDP Medpace Holdings, Inc. | 5.7M | 0.3% | 11.9K | 620.75 | +33.3% |
| ISRG INTUITIVE SURGICAL INC | 4.6M | 0.2% | 10.0K | 378.81 | -21.2% |
| ORLY O REILLY AUTOMOTIVE INC | 4.0M | 0.2% | 43.5K | 89.11 | -14.3% |
| QLYS QUALYS, INC. | 3.3M | 0.2% | 37.6K | 181.98 | +37.7% |
| FTNT Fortinet, Inc. | 3.2M | 0.2% | 39.4K | 153.51 | +92.8% |
| TYL TYLER TECHNOLOGIES INC | 3.2M | 0.2% | 9.3K | 350.73 | -38.2% |
| ADBE ADOBE INC. | 3.1M | 0.2% | 12.7K | 275.30 | -22.1% |
| AKAM AKAMAI TECHNOLOGIES INC | 3.0M | 0.1% | 25.9K | 110.42 | +45.2% |
| SNPS SYNOPSYS INC | 2.1M | 0.1% | 5.4K | 397.87 | -33.8% |
| ABBV AbbVie Inc. | 1.8M | 0.1% | 8.4K | 264.96 | +26.7% |
| CBOE Cboe Global Markets, Inc. | 1.7M | 0.1% | 6.1K | 300.74 | +19.4% |
| TJX TJX COMPANIES INC /DE/ | 891.8K | 0.0% | 5.6K | 140.53 | +1.6% |
| PM Philip Morris International Inc. | 881.1K | 0.0% | 5.3K | 188.23 | +8.9% |
| AAPL Apple Inc. | 715.9K | 0.0% | 2.8K | 309.35 | +36.9% |
| WMT Walmart Inc. | 682.5K | 0.0% | 5.5K | 103.70 | +1.1% |
| MO ALTRIA GROUP, INC. | 665.5K | 0.0% | 10.1K | 66.09 | -2.2% |
| ACN Accenture plc | 602.6K | 0.0% | 3.0K | 185.28 | -27.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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