Filed: 2/9/2026ACC: 0001694284-26-000004
📋 What this filing means
TANDEM INVESTMENT ADVISORS, INC. filed this quarterly 13F‑HR report disclosing 83 equity positions with a total reported market value of $2.69B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$2.69B
Total AUM (reported)
17.17M
Total Shares
Allocation by class
COM$2.69B100.0%
Portfolio Concentration
Top 3$410.31M15.3%
4–10$826.64M30.8%
11–25$1.21B45.1%
Rest$237.52M8.8%
Top 3 weight
15.3%
Top 10 weight
46.1%
Voting Authority Distribution
Total shares with voting rights: 17.17M
Sole
Full voting authority
17.17M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole83
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings83
Rows:
VISA INC CL A
SOLEShares417.10K
TypeSH
Market value$146.28M
5.45%
Sole
417.10K
Shared
0.00
None
0.00
INTERCONTINENTAL EXCHANGE INC
SOLEShares815.12K
TypeSH
Market value$132.02M
4.92%
Sole
815.12K
Shared
0.00
None
0.00
GENPACT LIMITED SHS
SOLEShares2.82M
TypeSH
Market value$132.01M
4.92%
Sole
2.82M
Shared
0.00
None
0.00
AMPHENOL CORP NEW CL A
SOLEShares947.49K
TypeSH
Market value$128.04M
4.77%
Sole
947.49K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares992.84K
TypeSH
Market value$124.39M
4.63%
Sole
992.84K
Shared
0.00
None
0.00
RESMED INC COM
SOLEShares500.14K
TypeSH
Market value$120.47M
4.49%
Sole
500.14K
Shared
0.00
None
0.00
HENRY JACK & ASSOC INC COM
SOLEShares649.80K
TypeSH
Market value$118.57M
4.42%
Sole
649.80K
Shared
0.00
None
0.00
MASTERCARD INC CL A
SOLEShares197.76K
TypeSH
Market value$112.90M
4.20%
Sole
197.76K
Shared
0.00
None
0.00
STERIS PLC SHS USD
SOLEShares444.02K
TypeSH
Market value$112.57M
4.19%
Sole
444.02K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares226.81K
TypeSH
Market value$109.69M
4.08%
Sole
226.81K
Shared
0.00
None
0.00
NEXTERA ENERGY INC COM
SOLEShares1.30M
TypeSH
Market value$104.30M
3.88%
Sole
1.30M
Shared
0.00
None
0.00
ACCENTURE PLC IRELAND SHS CLAS
SOLEShares384.73K
TypeSH
Market value$103.22M
3.84%
Sole
384.73K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares1.29M
TypeSH
Market value$102.96M
3.83%
Sole
1.29M
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC COM
SOLEShares221.22K
TypeSH
Market value$98.47M
3.67%
Sole
221.22K
Shared
0.00
None
0.00
STRYKER CORP COM
SOLEShares271.37K
TypeSH
Market value$95.38M
3.55%
Sole
271.37K
Shared
0.00
None
0.00
INTUIT COM
SOLEShares139.24K
TypeSH
Market value$92.24M
3.43%
Sole
139.24K
Shared
0.00
None
0.00
ZOETIS INC CL A
SOLEShares707.77K
TypeSH
Market value$89.05M
3.32%
Sole
707.77K
Shared
0.00
None
0.00
AUTOMATIC DATA PROCESSING
SOLEShares330.04K
TypeSH
Market value$84.90M
3.16%
Sole
330.04K
Shared
0.00
None
0.00
TERRENO RLTY CORP COM
SOLEShares1.37M
TypeSH
Market value$80.54M
3.00%
Sole
1.37M
Shared
0.00
None
0.00
BLACKROCK INC COM
SOLEShares69.26K
TypeSH
Market value$74.13M
2.76%
Sole
69.26K
Shared
0.00
None
0.00
CHURCH & DWIGHT INC COM
SOLEShares797.73K
TypeSH
Market value$66.89M
2.49%
Sole
797.73K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC COM
SOLEShares362.78K
TypeSH
Market value$63.62M
2.37%
Sole
362.78K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares268.61K
TypeSH
Market value$55.59M
2.07%
Sole
268.61K
Shared
0.00
None
0.00
REPUBLIC SVCS INC COM
SOLEShares239.44K
TypeSH
Market value$50.74M
1.89%
Sole
239.44K
Shared
0.00
None
0.00
EXPEDITORS INTL WASH
SOLEShares328.26K
TypeSH
Market value$48.91M
1.82%
Sole
328.26K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
VISA INC CL ASOLE | COM | 417.10K | SH | $146.28M 5.45% | 417.10K | 0.00 | 0.00 |
INTERCONTINENTAL EXCHANGE INCSOLE | COM | 815.12K | SH | $132.02M 4.92% | 815.12K | 0.00 | 0.00 |
GENPACT LIMITED SHSSOLE | COM | 2.82M | SH | $132.01M 4.92% | 2.82M | 0.00 | 0.00 |
AMPHENOL CORP NEW CL ASOLE | COM | 947.49K | SH | $128.04M 4.77% | 947.49K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 992.84K | SH | $124.39M 4.63% | 992.84K | 0.00 | 0.00 |
RESMED INC COMSOLE | COM | 500.14K | SH | $120.47M 4.49% | 500.14K | 0.00 | 0.00 |
HENRY JACK & ASSOC INC COMSOLE | COM | 649.80K | SH | $118.57M 4.42% | 649.80K | 0.00 | 0.00 |
MASTERCARD INC CL ASOLE | COM | 197.76K | SH | $112.90M 4.20% | 197.76K | 0.00 | 0.00 |
STERIS PLC SHS USDSOLE | COM | 444.02K | SH | $112.57M 4.19% | 444.02K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 226.81K | SH | $109.69M 4.08% | 226.81K | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | COM | 1.30M | SH | $104.30M 3.88% | 1.30M | 0.00 | 0.00 |
ACCENTURE PLC IRELAND SHS CLASSOLE | COM | 384.73K | SH | $103.22M 3.84% | 384.73K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 1.29M | SH | $102.96M 3.83% | 1.29M | 0.00 | 0.00 |
ROPER TECHNOLOGIES INC COMSOLE | COM | 221.22K | SH | $98.47M 3.67% | 221.22K | 0.00 | 0.00 |
STRYKER CORP COMSOLE | COM | 271.37K | SH | $95.38M 3.55% | 271.37K | 0.00 | 0.00 |
INTUIT COMSOLE | COM | 139.24K | SH | $92.24M 3.43% | 139.24K | 0.00 | 0.00 |
ZOETIS INC CL ASOLE | COM | 707.77K | SH | $89.05M 3.32% | 707.77K | 0.00 | 0.00 |
AUTOMATIC DATA PROCESSINGSOLE | COM | 330.04K | SH | $84.90M 3.16% | 330.04K | 0.00 | 0.00 |
TERRENO RLTY CORP COMSOLE | COM | 1.37M | SH | $80.54M 3.00% | 1.37M | 0.00 | 0.00 |
BLACKROCK INC COMSOLE | COM | 69.26K | SH | $74.13M 2.76% | 69.26K | 0.00 | 0.00 |
CHURCH & DWIGHT INC COMSOLE | COM | 797.73K | SH | $66.89M 2.49% | 797.73K | 0.00 | 0.00 |
WASTE CONNECTIONS INC COMSOLE | COM | 362.78K | SH | $63.62M 2.37% | 362.78K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 268.61K | SH | $55.59M 2.07% | 268.61K | 0.00 | 0.00 |
REPUBLIC SVCS INC COMSOLE | COM | 239.44K | SH | $50.74M 1.89% | 239.44K | 0.00 | 0.00 |
EXPEDITORS INTL WASHSOLE | COM | 328.26K | SH | $48.91M 1.82% | 328.26K | 0.00 | 0.00 |
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