Sponsored

The Analysis of Tandem Investment Advisors, Inc.'s Holdings & P&L

Currently, Tandem Investment Advisors, Inc. holds 68 types of securities in its portfolio with a total value $1.5B. In the most recent quarter, they have increased their positions in PEP (+193.2K shares, valued at $26.2M), ROL (+615.8K shares, valued at $25.7M), CTAS (+117.8K shares, valued at $20.0M); decreased their positions in ADP (-161.8K shares, valued at $36.2M), APH (-156.5K shares, valued at $27.6M), BDX (-148.3K shares, valued at $22.4M); initiated new positions in PEP (+193.2K shares, valued at $26.2M), ROL (+615.8K shares, valued at $25.7M), CTAS (+117.8K shares, valued at $20.0M).

1M P&L

-121.0M-9.66%

3M P&L

-4.0M-0.35%

HY P&L

-102.6M-8.32%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Medical Devices99.6M

9.5%

2Household & Personal Products96.0M

9.1%

3Electronic Components92.1M

8.8%

Top Industries by Stock Count

1Software - Application4 stocks

8.7%

2Financial Data & Stock Exchanges4 stocks

8.7%

3Software - Infrastructure3 stocks

6.5%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

APH AMPHENOL CORP NEW CL A522.2K shares-23.06%2026-06-302026-07-31

NEXTERA ENERGY INC COM NEXTERA ENERGY INC COM881.0K shares-20.12%2026-06-302026-07-31

ICE INTERCONTINENTAL EXCHANGE INC539.4K shares-25.10%2026-06-302026-07-31

TERRENO RLTY CORP COM TERRENO RLTY CORP COM1.0M shares-15.74%2026-06-302026-07-31

MSFT MICROSOFT CORP COM174.3K shares-25.01%2026-06-302026-07-31

RMD RESMED INC COM329.9K shares-24.50%2026-06-302026-07-31

STERIS PLC SHS USD STERIS PLC SHS USD297.8K shares-24.94%2026-06-302026-07-31

JKHY JACK HENRY & ASSOCIATES, INC.426.0K shares-25.45%2026-06-302026-07-31

Sponsored

BRO BROWN & BROWN INC889.6K shares-24.93%2026-06-302026-07-31

SYK STRYKER CORP COM178.9K shares-22.94%2026-06-302026-07-31

ROP ROPER TECHNOLOGIES INC COM160.0K shares-24.53%2026-06-302026-07-31

CHD CHURCH & DWIGHT INC COM549.8K shares-25.34%2026-06-302026-07-31

VISA INC CL A VISA INC CL A135.3K shares-26.19%2026-06-302026-07-31

BLACKROCK INC COM BLACKROCK INC COM47.7K shares-23.75%2026-06-302026-07-31

MASTERCARD INC CL A MASTERCARD INC CL A85.8K shares-24.12%2026-06-302026-07-31

ABT ABBOTT LABORATORIES476.6K shares-24.43%2026-06-302026-07-31

Sponsored

PG PROCTER & GAMBLE CO291.5K shares-5.57%2026-06-302026-07-31

RSG REPUBLIC SVCS INC COM192.0K shares-5.77%2026-06-302026-07-31

WCN WASTE CONNECTIONS INC COM244.1K shares-24.67%2026-06-302026-07-31

MCD MCDONALDS CORP COM137.6K shares58.51%2026-06-302026-07-31

EXPD EXPEDITORS INTL WASH220.0K shares-26.34%2026-06-302026-07-31

ZTS ZOETIS INC CL A498.1K shares-26.72%2026-06-302026-07-31

JNJ JOHNSON & JOHNSON COM136.2K shares-22.88%2026-06-302026-07-31

COSTCO WHOLESALE CORP COSTCO WHOLESALE CORP33.7K shares-22.43%2026-06-302026-07-31

Sponsored

INTU INTUIT COM104.2K shares-25.00%2026-06-302026-07-31

VERISK ANALYTICS INC COM VERISK ANALYTICS INC COM146.6K shares-24.91%2026-06-302026-07-31

PEP PEPSICO INC193.2K sharesnew addition2026-06-302026-07-31

ROL ROLLINS INC COM615.8K sharesnew addition2026-06-302026-07-31

WEC ENERGY GROUP INC WEC ENERGY GROUP INC174.9K shares-23.85%2026-06-302026-07-31

CTAS CINTAS CORP COM117.8K sharesnew addition2026-06-302026-07-31

BR BROADRIDGE FINL SOLUTI COM140.0K shares-24.43%2026-06-302026-07-31

NDAQ NASDAQ OMX GROUP INC COM226.7K shares38.55%2026-06-302026-07-31

Sponsored

BDX BECTON DICKINSON & CO COM92.2K shares-61.68%2026-06-302026-07-31

MEDP MEDPACE HLDGS INC COM9.4K shares-21.55%2026-06-302026-07-31

FORTINET INC COM FORTINET INC COM29.9K shares-24.16%2026-06-302026-07-31

IDEXX LABS INC COM IDEXX LABS INC COM8.4K shares-19.15%2026-06-302026-07-31

QLYS QUALYS INC COM29.2K shares-22.39%2026-06-302026-07-31

ORLY O REILLY AUTOMOTIVE COM36.6K shares-15.87%2026-06-302026-07-31

INTUITIVE SURGICAL INC COM NEW INTUITIVE SURGICAL INC COM NEW7.8K shares-21.84%2026-06-302026-07-31

AKAMAI TECHNOLOGIES INC AKAMAI TECHNOLOGIES INC20.7K shares-19.83%2026-06-302026-07-31

Sponsored

TYL TYLER TECHNOLOGIES INC COM7.2K shares-21.71%2026-06-302026-07-31

SNPS SYNOPSYS INC COM4.3K shares-20.92%2026-06-302026-07-31

ABBVIE INC COM ABBVIE INC COM6.9K shares-17.22%2026-06-302026-07-31

MONSTER BEVERAGE CORP COM MONSTER BEVERAGE CORP COM15.0K sharesnew addition2026-06-302026-07-31

ADOBE SYS INC COM ADOBE SYS INC COM5.1K shares-59.36%2026-06-302026-07-31

CBOE CBOE HLDGS INC COM3.5K shares-43.14%2026-06-302026-07-31

TJX TJX COS INC NEW COM5.5K shares-1.95%2026-06-302026-07-31

AAPL APPLE COMPUTER INC COM1.9K shares-31.16%2026-06-302026-07-31

Sponsored

RY ROYAL BK CDA MONTREAL COM2.7K shares-4.83%2026-06-302026-07-31

WMT WAL MART4.3K shares-21.87%2026-06-302026-07-31

ADP AUTOMATIC DATA PROCESSING2.1K shares-98.74%2026-06-302026-07-31

FAST FASTENAL COMPANY9.2K shares-25.62%2026-06-302026-07-31

MO ALTRIA GROUP INC6.0K shares-40.66%2026-06-302026-07-31

PM PHILIP MORRIS INTL INC COM2.4K shares-55.56%2026-06-302026-07-31

BLACKSTONE GROUP L P COM UNIT BLACKSTONE GROUP L P COM UNIT3.4K shares-2.51%2026-06-302026-07-31

KO COCA COLA CO COM4.8K shares-32.48%2026-06-302026-07-31

Sponsored

ALPHABET INC CL C ALPHABET INC CL C975 shares-20.02%2026-06-302026-07-31

TFC TRUIST FINL CORP COM6.5K shares0.00%2026-06-302026-07-31

LOW LOWES COS INC COM1.3K shares-37.44%2026-06-302026-07-31

HD HOME DEPOT INC COM780 shares-2.01%2026-06-302026-07-31

NVDA NVIDIA CORP COM1.3K sharesnew addition2026-06-302026-07-31

ACCENTURE PLC IRELAND SHS CLAS ACCENTURE PLC IRELAND SHS CLAS2.0K shares-35.34%2026-06-302026-07-31

AMZN AMAZON COM INC1.0K shares-31.09%2026-06-302026-07-31

MSCI INC COM MSCI INC COM422 shares-24.51%2026-06-302026-07-31

Sponsored

BMI BADGER METER INC COM1.6K shares-16.25%2026-06-302026-07-31

GENERAL ELEC CO COM GENERAL ELEC CO COM591 shares-22.34%2026-06-302026-07-31

FDS FACTSET RESH SYS INC COM900 shares-5.36%2026-06-302026-07-31

ALPHABET INC CL A ALPHABET INC CL A566 shares-41.41%2026-06-302026-07-31

APH

AMPHENOL CORP NEW CL A

-23.06%

Shares522.2K

Event2026-06-30

Filed2026-07-31

NEXTERA ENERGY INC COM

-20.12%

Shares881.0K

Event2026-06-30

Filed2026-07-31

ICE

INTERCONTINENTAL EXCHANGE INC

-25.10%

Shares539.4K

Event2026-06-30

Filed2026-07-31

TERRENO RLTY CORP COM

-15.74%

Shares1.0M

Event2026-06-30

Filed2026-07-31

MSFT

MICROSOFT CORP COM

-25.01%

Shares174.3K

Event2026-06-30

Filed2026-07-31

RMD

RESMED INC COM

-24.50%

Shares329.9K

Event2026-06-30

Filed2026-07-31

STERIS PLC SHS USD

-24.94%

Shares297.8K

Event2026-06-30

Filed2026-07-31

JKHY

JACK HENRY & ASSOCIATES, INC.

-25.45%

Shares426.0K

Event2026-06-30

Filed2026-07-31

BRO

BROWN & BROWN INC

-24.93%

Shares889.6K

Event2026-06-30

Filed2026-07-31

SYK

STRYKER CORP COM

-22.94%

Shares178.9K

Event2026-06-30

Filed2026-07-31

ROP

ROPER TECHNOLOGIES INC COM

-24.53%

Shares160.0K

Event2026-06-30

Filed2026-07-31

CHD

CHURCH & DWIGHT INC COM

-25.34%

Shares549.8K

Event2026-06-30

Filed2026-07-31

VISA INC CL A

-26.19%

Shares135.3K

Event2026-06-30

Filed2026-07-31

BLACKROCK INC COM

-23.75%

Shares47.7K

Event2026-06-30

Filed2026-07-31

MASTERCARD INC CL A

-24.12%

Shares85.8K

Event2026-06-30

Filed2026-07-31

ABT

ABBOTT LABORATORIES

-24.43%

Shares476.6K

Event2026-06-30

Filed2026-07-31

PROCTER & GAMBLE CO

-5.57%

Shares291.5K

Event2026-06-30

Filed2026-07-31

RSG

REPUBLIC SVCS INC COM

-5.77%

Shares192.0K

Event2026-06-30

Filed2026-07-31

WCN

WASTE CONNECTIONS INC COM

-24.67%

Shares244.1K

Event2026-06-30

Filed2026-07-31

MCD

MCDONALDS CORP COM

58.51%

Shares137.6K

Event2026-06-30

Filed2026-07-31

EXPD

EXPEDITORS INTL WASH

-26.34%

Shares220.0K

Event2026-06-30

Filed2026-07-31

ZTS

ZOETIS INC CL A

-26.72%

Shares498.1K

Event2026-06-30

Filed2026-07-31

JNJ

JOHNSON & JOHNSON COM

-22.88%

Shares136.2K

Event2026-06-30

Filed2026-07-31

COSTCO WHOLESALE CORP

-22.43%

Shares33.7K

Event2026-06-30

Filed2026-07-31

INTU

INTUIT COM

-25.00%

Shares104.2K

Event2026-06-30

Filed2026-07-31

VERISK ANALYTICS INC COM

-24.91%

Shares146.6K

Event2026-06-30

Filed2026-07-31

PEP

PEPSICO INC

New

Shares193.2K

Event2026-06-30

Filed2026-07-31

ROL

ROLLINS INC COM

New

Shares615.8K

Event2026-06-30

Filed2026-07-31

WEC ENERGY GROUP INC

-23.85%

Shares174.9K

Event2026-06-30

Filed2026-07-31

CTAS

CINTAS CORP COM

New

Shares117.8K

Event2026-06-30

Filed2026-07-31

BROADRIDGE FINL SOLUTI COM

-24.43%

Shares140.0K

Event2026-06-30

Filed2026-07-31

NDAQ

NASDAQ OMX GROUP INC COM

38.55%

Shares226.7K

Event2026-06-30

Filed2026-07-31

BDX

BECTON DICKINSON & CO COM

-61.68%

Shares92.2K

Event2026-06-30

Filed2026-07-31

MEDP

MEDPACE HLDGS INC COM

-21.55%

Shares9.4K

Event2026-06-30

Filed2026-07-31

FORTINET INC COM

-24.16%

Shares29.9K

Event2026-06-30

Filed2026-07-31

IDEXX LABS INC COM

-19.15%

Shares8.4K

Event2026-06-30

Filed2026-07-31

QLYS

QUALYS INC COM

-22.39%

Shares29.2K

Event2026-06-30

Filed2026-07-31

ORLY

O REILLY AUTOMOTIVE COM

-15.87%

Shares36.6K

Event2026-06-30

Filed2026-07-31

INTUITIVE SURGICAL INC COM NEW

-21.84%

Shares7.8K

Event2026-06-30

Filed2026-07-31

AKAMAI TECHNOLOGIES INC

-19.83%

Shares20.7K

Event2026-06-30

Filed2026-07-31

TYL

TYLER TECHNOLOGIES INC COM

-21.71%

Shares7.2K

Event2026-06-30

Filed2026-07-31

SNPS

SYNOPSYS INC COM

-20.92%

Shares4.3K

Event2026-06-30

Filed2026-07-31

ABBVIE INC COM

-17.22%

Shares6.9K

Event2026-06-30

Filed2026-07-31

MONSTER BEVERAGE CORP COM

New

Shares15.0K

Event2026-06-30

Filed2026-07-31

ADOBE SYS INC COM

-59.36%

Shares5.1K

Event2026-06-30

Filed2026-07-31

CBOE

CBOE HLDGS INC COM

-43.14%

Shares3.5K

Event2026-06-30

Filed2026-07-31

TJX

TJX COS INC NEW COM

-1.95%

Shares5.5K

Event2026-06-30

Filed2026-07-31

AAPL

APPLE COMPUTER INC COM

-31.16%

Shares1.9K

Event2026-06-30

Filed2026-07-31

ROYAL BK CDA MONTREAL COM

-4.83%

Shares2.7K

Event2026-06-30

Filed2026-07-31

WMT

WAL MART

-21.87%

Shares4.3K

Event2026-06-30

Filed2026-07-31

ADP

AUTOMATIC DATA PROCESSING

-98.74%

Shares2.1K

Event2026-06-30

Filed2026-07-31

FAST

FASTENAL COMPANY

-25.62%

Shares9.2K

Event2026-06-30

Filed2026-07-31

ALTRIA GROUP INC

-40.66%

Shares6.0K

Event2026-06-30

Filed2026-07-31

PHILIP MORRIS INTL INC COM

-55.56%

Shares2.4K

Event2026-06-30

Filed2026-07-31

BLACKSTONE GROUP L P COM UNIT

-2.51%

Shares3.4K

Event2026-06-30

Filed2026-07-31

COCA COLA CO COM

-32.48%

Shares4.8K

Event2026-06-30

Filed2026-07-31

ALPHABET INC CL C

-20.02%

Shares975

Event2026-06-30

Filed2026-07-31

TFC

TRUIST FINL CORP COM

0.00%

Shares6.5K

Event2026-06-30

Filed2026-07-31

LOW

LOWES COS INC COM

-37.44%

Shares1.3K

Event2026-06-30

Filed2026-07-31

HOME DEPOT INC COM

-2.01%

Shares780

Event2026-06-30

Filed2026-07-31

NVDA

NVIDIA CORP COM

New

Shares1.3K

Event2026-06-30

Filed2026-07-31

ACCENTURE PLC IRELAND SHS CLAS

-35.34%

Shares2.0K

Event2026-06-30

Filed2026-07-31

AMZN

AMAZON COM INC

-31.09%

Shares1.0K

Event2026-06-30

Filed2026-07-31

MSCI INC COM

-24.51%

Shares422

Event2026-06-30

Filed2026-07-31

BMI

BADGER METER INC COM

-16.25%

Shares1.6K

Event2026-06-30

Filed2026-07-31

GENERAL ELEC CO COM

-22.34%

Shares591

Event2026-06-30

Filed2026-07-31

FDS

FACTSET RESH SYS INC COM

-5.36%

Shares900

Event2026-06-30

Filed2026-07-31

ALPHABET INC CL A

-41.41%

Shares566

Event2026-06-30

Filed2026-07-31

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available