§ 13F · FUND PROFILE
Tandem Investment Advisors, Inc..
AUM · $1.5B (13F)Positions · 68Turnover · n/a · Q2Filed · Jul 31, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$74M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED JUL 31, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW CL A | 522K | $92M | 6.2% | −23% |
| 2 | NEE | NEXTERA ENERGY INC COM | 881K | $77M | 5.2% | −20% |
| 3 | ICE | INTERCONTINENTAL EXCHANGE INC | 539K | $66M | 4.4% | −25% |
| 4 | TRNO | TERRENO RLTY CORP COM | 1.02M | $66M | 4.4% | −16% |
| 5 | MSFT | MICROSOFT CORP COM | 174K | $65M | 4.4% | −25% |
| 6 | RMD | RESMED INC COM | 330K | $64M | 4.3% | −24% |
| 7 | — | STERIS PLC SHS USD | 298K | $63M | 4.2% | −25% |
| 8 | JKHY | JACK HENRY & ASSOCIATES, INC. | 426K | $59M | 3.9% | −25% |
| 9 | BRO | BROWN & BROWN INC | 890K | $57M | 3.8% | −25% |
| 10 | SYK | STRYKER CORP COM | 179K | $56M | 3.8% | −23% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE TANDEM SIGNAL
AC read
Tandem Investment Advisors, Inc. is a Other fund managing $1.5 billion in assets. The fund runs a portfolio of 68 positions.
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