Filed: 5/7/2026ACC: 0001694284-26-000005
📋 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 $2.04B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
83
Positions
$2.04B
Total AUM (reported)
15.01M
Total Shares
Allocation by class
COM$2.04B100.0%
Portfolio Concentration
Top 3$313.78M15.4%
4–10$601.81M29.5%
11–25$862.16M42.3%
Rest$262.13M12.9%
Top 3 weight
15.4%
Top 10 weight
44.9%
Voting Authority Distribution
Total shares with voting rights: 15.01M
Sole
Full voting authority
15.01M
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:
INTERCONTINENTAL EXCHANGE INC
SOLEShares720.08K
TypeSH
Market value$113.25M
5.55%
Sole
720.08K
Shared
0.00
None
0.00
NEXTERA ENERGY INC COM
SOLEShares1.10M
TypeSH
Market value$102.44M
5.02%
Sole
1.10M
Shared
0.00
None
0.00
RESMED INC COM
SOLEShares436.91K
TypeSH
Market value$98.08M
4.81%
Sole
436.91K
Shared
0.00
None
0.00
GENPACT LIMITED SHS
SOLEShares2.53M
TypeSH
Market value$94.31M
4.62%
Sole
2.53M
Shared
0.00
None
0.00
HENRY JACK & ASSOC INC COM
SOLEShares571.42K
TypeSH
Market value$90.31M
4.43%
Sole
571.42K
Shared
0.00
None
0.00
STERIS PLC SHS USD
SOLEShares396.76K
TypeSH
Market value$87.74M
4.30%
Sole
396.76K
Shared
0.00
None
0.00
MICROSOFT CORP COM
SOLEShares232.48K
TypeSH
Market value$86.06M
4.22%
Sole
232.48K
Shared
0.00
None
0.00
AMPHENOL CORP NEW CL A
SOLEShares678.77K
TypeSH
Market value$85.76M
4.20%
Sole
678.77K
Shared
0.00
None
0.00
ZOETIS INC CL A
SOLEShares679.75K
TypeSH
Market value$80.35M
3.94%
Sole
679.75K
Shared
0.00
None
0.00
BROWN & BROWN INC
SOLEShares1.19M
TypeSH
Market value$77.28M
3.79%
Sole
1.19M
Shared
0.00
None
0.00
STRYKER CORP COM
SOLEShares232.18K
TypeSH
Market value$76.29M
3.74%
Sole
232.18K
Shared
0.00
None
0.00
ROPER TECHNOLOGIES INC COM
SOLEShares212.01K
TypeSH
Market value$75.02M
3.68%
Sole
212.01K
Shared
0.00
None
0.00
TERRENO RLTY CORP COM
SOLEShares1.21M
TypeSH
Market value$74.13M
3.63%
Sole
1.21M
Shared
0.00
None
0.00
CHURCH & DWIGHT INC COM
SOLEShares736.42K
TypeSH
Market value$68.72M
3.37%
Sole
736.42K
Shared
0.00
None
0.00
ABBOTT LABORATORIES
SOLEShares630.60K
TypeSH
Market value$64.74M
3.17%
Sole
630.60K
Shared
0.00
None
0.00
BLACKROCK INC COM
SOLEShares62.62K
TypeSH
Market value$60.22M
2.95%
Sole
62.62K
Shared
0.00
None
0.00
INTUIT COM
SOLEShares138.88K
TypeSH
Market value$60.05M
2.94%
Sole
138.88K
Shared
0.00
None
0.00
MASTERCARD INC CL A
SOLEShares113.11K
TypeSH
Market value$56.52M
2.77%
Sole
113.11K
Shared
0.00
None
0.00
VISA INC CL A
SOLEShares183.33K
TypeSH
Market value$55.41M
2.72%
Sole
183.33K
Shared
0.00
None
0.00
WASTE CONNECTIONS INC COM
SOLEShares324.02K
TypeSH
Market value$52.63M
2.58%
Sole
324.02K
Shared
0.00
None
0.00
REPUBLIC SVCS INC COM
SOLEShares203.76K
TypeSH
Market value$44.63M
2.19%
Sole
203.76K
Shared
0.00
None
0.00
PROCTER & GAMBLE CO
SOLEShares308.67K
TypeSH
Market value$44.58M
2.19%
Sole
308.67K
Shared
0.00
None
0.00
COSTCO WHOLESALE CORP
SOLEShares43.41K
TypeSH
Market value$43.26M
2.12%
Sole
43.41K
Shared
0.00
None
0.00
JOHNSON & JOHNSON COM
SOLEShares176.60K
TypeSH
Market value$43.17M
2.12%
Sole
176.60K
Shared
0.00
None
0.00
EXPEDITORS INTL WASH
SOLEShares298.67K
TypeSH
Market value$42.78M
2.10%
Sole
298.67K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
INTERCONTINENTAL EXCHANGE INCSOLE | COM | 720.08K | SH | $113.25M 5.55% | 720.08K | 0.00 | 0.00 |
NEXTERA ENERGY INC COMSOLE | COM | 1.10M | SH | $102.44M 5.02% | 1.10M | 0.00 | 0.00 |
RESMED INC COMSOLE | COM | 436.91K | SH | $98.08M 4.81% | 436.91K | 0.00 | 0.00 |
GENPACT LIMITED SHSSOLE | COM | 2.53M | SH | $94.31M 4.62% | 2.53M | 0.00 | 0.00 |
HENRY JACK & ASSOC INC COMSOLE | COM | 571.42K | SH | $90.31M 4.43% | 571.42K | 0.00 | 0.00 |
STERIS PLC SHS USDSOLE | COM | 396.76K | SH | $87.74M 4.30% | 396.76K | 0.00 | 0.00 |
MICROSOFT CORP COMSOLE | COM | 232.48K | SH | $86.06M 4.22% | 232.48K | 0.00 | 0.00 |
AMPHENOL CORP NEW CL ASOLE | COM | 678.77K | SH | $85.76M 4.20% | 678.77K | 0.00 | 0.00 |
ZOETIS INC CL ASOLE | COM | 679.75K | SH | $80.35M 3.94% | 679.75K | 0.00 | 0.00 |
BROWN & BROWN INCSOLE | COM | 1.19M | SH | $77.28M 3.79% | 1.19M | 0.00 | 0.00 |
STRYKER CORP COMSOLE | COM | 232.18K | SH | $76.29M 3.74% | 232.18K | 0.00 | 0.00 |
ROPER TECHNOLOGIES INC COMSOLE | COM | 212.01K | SH | $75.02M 3.68% | 212.01K | 0.00 | 0.00 |
TERRENO RLTY CORP COMSOLE | COM | 1.21M | SH | $74.13M 3.63% | 1.21M | 0.00 | 0.00 |
CHURCH & DWIGHT INC COMSOLE | COM | 736.42K | SH | $68.72M 3.37% | 736.42K | 0.00 | 0.00 |
ABBOTT LABORATORIESSOLE | COM | 630.60K | SH | $64.74M 3.17% | 630.60K | 0.00 | 0.00 |
BLACKROCK INC COMSOLE | COM | 62.62K | SH | $60.22M 2.95% | 62.62K | 0.00 | 0.00 |
INTUIT COMSOLE | COM | 138.88K | SH | $60.05M 2.94% | 138.88K | 0.00 | 0.00 |
MASTERCARD INC CL ASOLE | COM | 113.11K | SH | $56.52M 2.77% | 113.11K | 0.00 | 0.00 |
VISA INC CL ASOLE | COM | 183.33K | SH | $55.41M 2.72% | 183.33K | 0.00 | 0.00 |
WASTE CONNECTIONS INC COMSOLE | COM | 324.02K | SH | $52.63M 2.58% | 324.02K | 0.00 | 0.00 |
REPUBLIC SVCS INC COMSOLE | COM | 203.76K | SH | $44.63M 2.19% | 203.76K | 0.00 | 0.00 |
PROCTER & GAMBLE COSOLE | COM | 308.67K | SH | $44.58M 2.19% | 308.67K | 0.00 | 0.00 |
COSTCO WHOLESALE CORPSOLE | COM | 43.41K | SH | $43.26M 2.12% | 43.41K | 0.00 | 0.00 |
JOHNSON & JOHNSON COMSOLE | COM | 176.60K | SH | $43.17M 2.12% | 176.60K | 0.00 | 0.00 |
EXPEDITORS INTL WASHSOLE | COM | 298.67K | SH | $42.78M 2.10% | 298.67K | 0.00 | 0.00 |
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