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Tandem Investment Advisors, Inc.

Portfolio Manager
Tandem Investment Advisors, Inc.
Performance
-11.26% (2026 Q1)
AUM (13F)
$2.04B
# of Holdings
83
Performance Rank
Allocation (Top 20)
68.56%

Tandem Investment Advisors, Inc. Holdings Map

Top 50 Tandem Investment Advisors, Inc. Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
ICE
INTERCONTINENTAL EXCHANGE INC
5.55%720.1K$113.3M
-11.66%(-95.04K)
2025-Q1: 788.5K shares2025-Q2: 808.3K shares2025-Q3: 847.5K shares2025-Q4: 815.1K shares2026-Q1: 720.1K shares
$104.47(+27.30%)
2026-03-31
NEE
NEXTERA ENERGY INC COM
5.02%1.10M$102.4M
-15.11%(-196.29K)
2025-Q1: 1.37M shares2025-Q2: 1.42M shares2025-Q3: 1.39M shares2025-Q4: 1.30M shares2026-Q1: 1.10M shares
$64.53(+36.90%)
2026-03-31
RMD
RESMED INC COM
4.81%436.9K$98.1M
-12.64%(-63.23K)
2025-Q1: 505.0K shares2025-Q2: 497.9K shares2025-Q3: 505.2K shares2025-Q4: 500.1K shares2026-Q1: 436.9K shares
$184.44(+13.66%)
2026-03-31
JKHY
HENRY JACK & ASSOC INC COM
4.43%571.4K$90.3M
-12.06%(-78.37K)
2025-Q1: 649.2K shares2025-Q2: 673.5K shares2025-Q3: 675.1K shares2025-Q4: 649.8K shares2026-Q1: 571.4K shares
$169.23(-13.21%)
2026-03-31
MSFT
MICROSOFT CORP COM
4.22%232.5K$86.1M
+2.50%(+5.67K)
2025-Q1: 244.3K shares2025-Q2: 243.0K shares2025-Q3: 239.3K shares2025-Q4: 226.8K shares2026-Q1: 232.5K shares
$244.07(+59.99%)
2026-03-31
APH
AMPHENOL CORP NEW CL A
4.2%678.8K$85.8M
-28.36%(-268.72K)
2025-Q1: 1.60M shares2025-Q2: 1.30M shares2025-Q3: 1.25M shares2025-Q4: 947.5K shares2026-Q1: 678.8K shares
$44.79(+267.44%)
2026-03-31
BRO
BROWN & BROWN INC
3.79%1.19M$77.3M
-8.26%(-106.67K)
2025-Q1: 764.7K shares2025-Q2: 816.2K shares2025-Q3: 1.39M shares2025-Q4: 1.29M shares2026-Q1: 1.19M shares
$73.31(-4.52%)
2026-03-31
SYK
STRYKER CORP COM
3.74%232.2K$76.3M
-14.44%(-39.19K)
2025-Q1: 272.9K shares2025-Q2: 273.0K shares2025-Q3: 280.4K shares2025-Q4: 271.4K shares2026-Q1: 232.2K shares
$243.57(+34.07%)
2026-03-31
ROP
ROPER TECHNOLOGIES INC COM
3.68%212.0K$75.0M
-4.16%(-9.21K)
2025-Q1: 98.2K shares2025-Q2: 98.7K shares2025-Q3: 220.3K shares2025-Q4: 221.2K shares2026-Q1: 212.0K shares
$514.37(-29.19%)
2026-03-31
CHD
CHURCH & DWIGHT INC COM
3.37%736.4K$68.7M
-7.69%(-61.31K)
2025-Q1: 493.7K shares2025-Q2: 711.2K shares2025-Q3: 714.9K shares2025-Q4: 797.7K shares2026-Q1: 736.4K shares
$94.44(+4.41%)
2026-03-31

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