StockDriftsStockDriftsTop 50 Tandem Investment Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| APH | AMPHENOL CORP NEW CL A | 6.17% | 522.2K | $92.1M | -23.06%(-156.54K) | $44.79(+275.56%) | 2026-06-30 | |
| NEE | NEXTERA ENERGY INC COM | 5.18% | 881.0K | $77.3M | -20.12%(-221.96K) | $64.53(+33.62%) | 2026-06-30 | |
| ICE | INTERCONTINENTAL EXCHANGE INC | 4.45% | 539.4K | $66.4M | -25.10%(-180.73K) | $104.47(+48.92%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP COM | 4.36% | 174.3K | $65.0M | -25.01%(-58.16K) | $244.07(+99.15%) | 2026-06-30 | |
| RMD | RESMED INC COM | 4.31% | 329.9K | $64.3M | -24.50%(-107.06K) | $184.44(+21.70%) | 2026-06-30 | |
| JKHY | JACK HENRY & ASSOCIATES, INC. | 3.93% | 426.0K | $58.7M | -25.45%(-145.42K) | $169.23(-9.41%) | 2026-06-30 | |
| BRO | BROWN & BROWN INC | 3.82% | 889.6K | $57.1M | -24.93%(-295.50K) | $73.31(-3.78%) | 2026-06-30 | |
| SYK | STRYKER CORP COM | 3.77% | 178.9K | $56.3M | -22.94%(-53.25K) | $243.57(+36.18%) | 2026-06-30 | |
| ROP | ROPER TECHNOLOGIES INC COM | 3.63% | 160.0K | $54.1M | -24.53%(-52.01K) | $514.37(-22.36%) | 2026-06-30 | |
| CHD | CHURCH & DWIGHT INC COM | 3.57% | 549.8K | $53.3M | -25.34%(-186.63K) | $94.44(+7.27%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | -0.75% | -2.23% | +0.27% | +1.36% |
| Top 20 Holdings Unweighted | -0.79% | -2.36% | +0.66% | +3.35% |
Tandem Investment Advisors, Inc. reports $1.49B in US-listed equity holdings across 68 positions in its most recent 13F filing. Its largest disclosed positions are APH (6.2%), NEE (5.2%) and ICE (4.5%). The top 20 holdings account for 70.76% of reported assets. Its disclosed equity book has returned -2.23% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
Sign up free to track Tandem Investment Advisors, Inc., compare funds side by side, and get alerts the moment positions change.
Holdings on this page are parsed from Tandem Investment Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1694284). View Tandem Investment Advisors, Inc.’s 13F filings on SEC