Sponsored

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

Currently, Tandem Investment Advisors, Inc. holds 83 types of securities in its portfolio with a total value $2.0B. In the most recent quarter, they have increased their positions in PG (+306.1K shares, valued at $44.2M), MCD (+86.8K shares, valued at $27.0M), WEC (+227.1K shares, valued at $26.3M); decreased their positions in N/A (-381.7K shares, valued at $75.7M), V (-233.8K shares, valued at $70.7M), MA (-84.7K shares, valued at $42.3M); initiated new positions in MCD (+86.8K shares, valued at $27.0M), NDAQ (+163.6K shares, valued at $13.9M), T (+14.5K shares, valued at $420.1K).

1M P&L

-61.5M-3.67%

3M P&L

-130.9M-7.49%

HY P&L

-198.4M-10.94%

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

1Software - Application174.6M

10.5%

2Medical Devices141.0M

8.5%

3Medical Instruments & Supplies135.9M

8.2%

Top Industries by Stock Count

1Software - Application5 stocks

7.6%

2Software - Infrastructure4 stocks

6.1%

3Financial Data & Stock Exchanges4 stocks

6.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ICE INTERCONTINENTAL EXCHANGE INC720.1K shares-11.66%2026-03-312026-05-07

NEE NEXTERA ENERGY INC COM1.1M shares-15.11%2026-03-312026-05-07

RMD RESMED INC COM436.9K shares-12.64%2026-03-312026-05-07

GENPACT LIMITED SHS GENPACT LIMITED SHS2.5M shares-10.28%2026-03-312026-05-07

JKHY HENRY JACK & ASSOC INC COM571.4K shares-12.06%2026-03-312026-05-07

STERIS PLC SHS USD STERIS PLC SHS USD396.8K shares-10.64%2026-03-312026-05-07

MSFT MICROSOFT CORP COM232.5K shares2.50%2026-03-312026-05-07

APH AMPHENOL CORP NEW CL A678.8K shares-28.36%2026-03-312026-05-07

Sponsored

ZOETIS INC CL A ZOETIS INC CL A679.8K shares-3.96%2026-03-312026-05-07

BRO BROWN & BROWN INC1.2M shares-8.26%2026-03-312026-05-07

SYK STRYKER CORP COM232.2K shares-14.44%2026-03-312026-05-07

ROP ROPER TECHNOLOGIES INC COM212.0K shares-4.16%2026-03-312026-05-07

TERRENO RLTY CORP COM TERRENO RLTY CORP COM1.2M shares-12.02%2026-03-312026-05-07

CHD CHURCH & DWIGHT INC COM736.4K shares-7.69%2026-03-312026-05-07

ABT ABBOTT LABORATORIES630.6K shares-36.49%2026-03-312026-05-07

BLK BLACKROCK INC COM62.6K shares-9.58%2026-03-312026-05-07

Sponsored

INTU INTUIT COM138.9K shares-0.26%2026-03-312026-05-07

MA MASTERCARD INC CL A113.1K shares-42.80%2026-03-312026-05-07

V VISA INC CL A183.3K shares-56.05%2026-03-312026-05-07

WCN WASTE CONNECTIONS INC COM324.0K shares-10.68%2026-03-312026-05-07

RSG REPUBLIC SVCS INC COM203.8K shares-14.90%2026-03-312026-05-07

PG PROCTER & GAMBLE CO308.7K shares12042.88%2026-03-312026-05-07

COST COSTCO WHOLESALE CORP43.4K shares-14.53%2026-03-312026-05-07

JNJ JOHNSON & JOHNSON COM176.6K shares-34.26%2026-03-312026-05-07

Sponsored

EXPD EXPEDITORS INTL WASH298.7K shares-9.01%2026-03-312026-05-07

BDX BECTON DICKINSON & CO COM240.5K shares-2.60%2026-03-312026-05-07

VERISK ANALYTICS INC COM VERISK ANALYTICS INC COM195.3K shares16.21%2026-03-312026-05-07

ADP AUTOMATIC DATA PROCESSING163.8K shares-50.36%2026-03-312026-05-07

BR BROADRIDGE FINL SOLUTI COM185.2K shares22.19%2026-03-312026-05-07

MCD MCDONALDS CORP COM86.8K sharesnew addition2026-03-312026-05-07

WEC WEC ENERGY GROUP INC229.6K shares8965.53%2026-03-312026-05-07

NDAQ NASDAQ OMX GROUP INC COM163.6K sharesnew addition2026-03-312026-05-07

Sponsored

IDXX IDEXX LABS INC COM10.4K shares-8.86%2026-03-312026-05-07

MEDP MEDPACE HLDGS INC COM11.9K shares-15.83%2026-03-312026-05-07

INTUITIVE SURGICAL INC COM NEW INTUITIVE SURGICAL INC COM NEW10.0K shares-7.38%2026-03-312026-05-07

ORLY O REILLY AUTOMOTIVE COM43.5K shares-15.79%2026-03-312026-05-07

QLYS QUALYS INC COM37.6K shares-16.59%2026-03-312026-05-07

FORTINET INC COM FORTINET INC COM39.4K shares-12.99%2026-03-312026-05-07

TYL TYLER TECHNOLOGIES INC COM9.3K shares-14.42%2026-03-312026-05-07

ADBE ADOBE SYS INC COM12.7K shares-7.04%2026-03-312026-05-07

Sponsored

AKAM AKAMAI TECHNOLOGIES INC25.9K shares-15.99%2026-03-312026-05-07

SNPS SYNOPSYS INC COM5.4K shares-3.78%2026-03-312026-05-07

ABBV ABBVIE INC COM8.4K shares2.01%2026-03-312026-05-07

CBOE CBOE HLDGS INC COM6.1K shares-25.92%2026-03-312026-05-07

TJX TJX COS INC NEW COM5.6K shares0.14%2026-03-312026-05-07

PM PHILIP MORRIS INTL INC COM5.3K shares31.87%2026-03-312026-05-07

AAPL APPLE COMPUTER INC COM2.8K shares-19.49%2026-03-312026-05-07

WMT WAL MART5.5K shares-36.64%2026-03-312026-05-07

Sponsored

MO ALTRIA GROUP INC10.1K shares67.75%2026-03-312026-05-07

ACCENTURE PLC IRELAND SHS CLAS ACCENTURE PLC IRELAND SHS CLAS3.0K shares-99.21%2026-03-312026-05-07

FAST FASTENAL COMPANY12.4K shares1.85%2026-03-312026-05-07

KO COCA COLA CO COM7.1K shares-19.95%2026-03-312026-05-07

LOW LOWES COS INC COM2.1K shares46.13%2026-03-312026-05-07

RY ROYAL BK CDA MONTREAL COM2.8K shares-11.26%2026-03-312026-05-07

T AT&T INC14.5K sharesnew addition2026-03-312026-05-07

BLACKSTONE GROUP L P COM UNIT BLACKSTONE GROUP L P COM UNIT3.5K shares-0.99%2026-03-312026-05-07

Sponsored

AEP AMERICAN ELEC PWR INC COM2.9K sharesnew addition2026-03-312026-05-07

ALPHABET INC CL C ALPHABET INC CL C1.2K shares-37.65%2026-03-312026-05-07

JPM JPMORGAN CHASE & CO1.2K shares15.36%2026-03-312026-05-07

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW2.6K shares-5.28%2026-03-312026-05-07

XOM EXXON MOBIL CORP2.0K sharesnew addition2026-03-312026-05-07

CVX CHEVRON CORP1.6K shares-38.21%2026-03-312026-05-07

VZ VERIZON COMMUNICATIONS6.5K sharesnew addition2026-03-312026-05-07

AMZN AMAZON COM INC1.5K shares-13.30%2026-03-312026-05-07

Sponsored

MSCI INC COM MSCI INC COM559 shares-33.77%2026-03-312026-05-07

TFC TRUIST FINL CORP COM6.5K sharesnew addition2026-03-312026-05-07

BRK.B BERKSHIRE HATHAWAY B623 shares24.35%2026-03-312026-05-07

RAYTHEON TECHNOLOGIES COM RAYTHEON TECHNOLOGIES COM1.5K sharesnew addition2026-03-312026-05-07

AMERISOURCEBERGEN CORP COM AMERISOURCEBERGEN CORP COM919 shares-2.96%2026-03-312026-05-07

BMI BADGER METER INC COM1.9K shares-32.70%2026-03-312026-05-07

ALPHABET INC CL A ALPHABET INC CL A966 shares-21.14%2026-03-312026-05-07

CAT CATERPILLAR INC DEL COM375 shares-4.34%2026-03-312026-05-07

Sponsored

HD HOME DEPOT INC COM796 shares-35.70%2026-03-312026-05-07

JOHNSON CTLS INC COM JOHNSON CTLS INC COM1.9K sharesnew addition2026-03-312026-05-07

NVS NOVARTIS A G SPONSORED ADR1.6K sharesnew addition2026-03-312026-05-07

SPY SPDR TR UNIT SER 1367 shares-60.45%2026-03-312026-05-07

UNH UNITEDHEALTH GROUP INC COM867 shares-35.35%2026-03-312026-05-07

KNSL KINSALE CAP GROUP INC COM673 shares-26.77%2026-03-312026-05-07

GWW GRAINGER W W INC COM207 shares-5.48%2026-03-312026-05-07

GE GENERAL ELEC CO COM761 shares-36.64%2026-03-312026-05-07

Sponsored

FDS FACTSET RESH SYS INC COM951 shares-25.88%2026-03-312026-05-07

QNITY ELECTRONICS INC COMMON S QNITY ELECTRONICS INC COMMON S1.8K sharesnew addition2026-03-312026-05-07

ENB ENBRIDGE INC COM3.7K sharesnew addition2026-03-312026-05-07

ICE

INTERCONTINENTAL EXCHANGE INC

-11.66%

Shares720.1K

Event2026-03-31

Filed2026-05-07

NEE

NEXTERA ENERGY INC COM

-15.11%

Shares1.1M

Event2026-03-31

Filed2026-05-07

RMD

RESMED INC COM

-12.64%

Shares436.9K

Event2026-03-31

Filed2026-05-07

GENPACT LIMITED SHS

-10.28%

Shares2.5M

Event2026-03-31

Filed2026-05-07

JKHY

HENRY JACK & ASSOC INC COM

-12.06%

Shares571.4K

Event2026-03-31

Filed2026-05-07

STERIS PLC SHS USD

-10.64%

Shares396.8K

Event2026-03-31

Filed2026-05-07

MSFT

MICROSOFT CORP COM

2.50%

Shares232.5K

Event2026-03-31

Filed2026-05-07

APH

AMPHENOL CORP NEW CL A

-28.36%

Shares678.8K

Event2026-03-31

Filed2026-05-07

ZOETIS INC CL A

-3.96%

Shares679.8K

Event2026-03-31

Filed2026-05-07

BRO

BROWN & BROWN INC

-8.26%

Shares1.2M

Event2026-03-31

Filed2026-05-07

SYK

STRYKER CORP COM

-14.44%

Shares232.2K

Event2026-03-31

Filed2026-05-07

ROP

ROPER TECHNOLOGIES INC COM

-4.16%

Shares212.0K

Event2026-03-31

Filed2026-05-07

TERRENO RLTY CORP COM

-12.02%

Shares1.2M

Event2026-03-31

Filed2026-05-07

CHD

CHURCH & DWIGHT INC COM

-7.69%

Shares736.4K

Event2026-03-31

Filed2026-05-07

ABT

ABBOTT LABORATORIES

-36.49%

Shares630.6K

Event2026-03-31

Filed2026-05-07

BLK

BLACKROCK INC COM

-9.58%

Shares62.6K

Event2026-03-31

Filed2026-05-07

INTU

INTUIT COM

-0.26%

Shares138.9K

Event2026-03-31

Filed2026-05-07

MASTERCARD INC CL A

-42.80%

Shares113.1K

Event2026-03-31

Filed2026-05-07

VISA INC CL A

-56.05%

Shares183.3K

Event2026-03-31

Filed2026-05-07

WCN

WASTE CONNECTIONS INC COM

-10.68%

Shares324.0K

Event2026-03-31

Filed2026-05-07

RSG

REPUBLIC SVCS INC COM

-14.90%

Shares203.8K

Event2026-03-31

Filed2026-05-07

PROCTER & GAMBLE CO

12042.88%

Shares308.7K

Event2026-03-31

Filed2026-05-07

COST

COSTCO WHOLESALE CORP

-14.53%

Shares43.4K

Event2026-03-31

Filed2026-05-07

JNJ

JOHNSON & JOHNSON COM

-34.26%

Shares176.6K

Event2026-03-31

Filed2026-05-07

EXPD

EXPEDITORS INTL WASH

-9.01%

Shares298.7K

Event2026-03-31

Filed2026-05-07

BDX

BECTON DICKINSON & CO COM

-2.60%

Shares240.5K

Event2026-03-31

Filed2026-05-07

VERISK ANALYTICS INC COM

16.21%

Shares195.3K

Event2026-03-31

Filed2026-05-07

ADP

AUTOMATIC DATA PROCESSING

-50.36%

Shares163.8K

Event2026-03-31

Filed2026-05-07

BROADRIDGE FINL SOLUTI COM

22.19%

Shares185.2K

Event2026-03-31

Filed2026-05-07

MCD

MCDONALDS CORP COM

New

Shares86.8K

Event2026-03-31

Filed2026-05-07

WEC

WEC ENERGY GROUP INC

8965.53%

Shares229.6K

Event2026-03-31

Filed2026-05-07

NDAQ

NASDAQ OMX GROUP INC COM

New

Shares163.6K

Event2026-03-31

Filed2026-05-07

IDXX

IDEXX LABS INC COM

-8.86%

Shares10.4K

Event2026-03-31

Filed2026-05-07

MEDP

MEDPACE HLDGS INC COM

-15.83%

Shares11.9K

Event2026-03-31

Filed2026-05-07

INTUITIVE SURGICAL INC COM NEW

-7.38%

Shares10.0K

Event2026-03-31

Filed2026-05-07

ORLY

O REILLY AUTOMOTIVE COM

-15.79%

Shares43.5K

Event2026-03-31

Filed2026-05-07

QLYS

QUALYS INC COM

-16.59%

Shares37.6K

Event2026-03-31

Filed2026-05-07

FORTINET INC COM

-12.99%

Shares39.4K

Event2026-03-31

Filed2026-05-07

TYL

TYLER TECHNOLOGIES INC COM

-14.42%

Shares9.3K

Event2026-03-31

Filed2026-05-07

ADBE

ADOBE SYS INC COM

-7.04%

Shares12.7K

Event2026-03-31

Filed2026-05-07

AKAM

AKAMAI TECHNOLOGIES INC

-15.99%

Shares25.9K

Event2026-03-31

Filed2026-05-07

SNPS

SYNOPSYS INC COM

-3.78%

Shares5.4K

Event2026-03-31

Filed2026-05-07

ABBV

ABBVIE INC COM

2.01%

Shares8.4K

Event2026-03-31

Filed2026-05-07

CBOE

CBOE HLDGS INC COM

-25.92%

Shares6.1K

Event2026-03-31

Filed2026-05-07

TJX

TJX COS INC NEW COM

0.14%

Shares5.6K

Event2026-03-31

Filed2026-05-07

PHILIP MORRIS INTL INC COM

31.87%

Shares5.3K

Event2026-03-31

Filed2026-05-07

AAPL

APPLE COMPUTER INC COM

-19.49%

Shares2.8K

Event2026-03-31

Filed2026-05-07

WMT

WAL MART

-36.64%

Shares5.5K

Event2026-03-31

Filed2026-05-07

ALTRIA GROUP INC

67.75%

Shares10.1K

Event2026-03-31

Filed2026-05-07

ACCENTURE PLC IRELAND SHS CLAS

-99.21%

Shares3.0K

Event2026-03-31

Filed2026-05-07

FAST

FASTENAL COMPANY

1.85%

Shares12.4K

Event2026-03-31

Filed2026-05-07

COCA COLA CO COM

-19.95%

Shares7.1K

Event2026-03-31

Filed2026-05-07

LOW

LOWES COS INC COM

46.13%

Shares2.1K

Event2026-03-31

Filed2026-05-07

ROYAL BK CDA MONTREAL COM

-11.26%

Shares2.8K

Event2026-03-31

Filed2026-05-07

AT&T INC

New

Shares14.5K

Event2026-03-31

Filed2026-05-07

BLACKSTONE GROUP L P COM UNIT

-0.99%

Shares3.5K

Event2026-03-31

Filed2026-05-07

AEP

AMERICAN ELEC PWR INC COM

New

Shares2.9K

Event2026-03-31

Filed2026-05-07

ALPHABET INC CL C

-37.65%

Shares1.2K

Event2026-03-31

Filed2026-05-07

JPM

JPMORGAN CHASE & CO

15.36%

Shares1.2K

Event2026-03-31

Filed2026-05-07

DUKE ENERGY CORP NEW

-5.28%

Shares2.6K

Event2026-03-31

Filed2026-05-07

XOM

EXXON MOBIL CORP

New

Shares2.0K

Event2026-03-31

Filed2026-05-07

CVX

CHEVRON CORP

-38.21%

Shares1.6K

Event2026-03-31

Filed2026-05-07

VERIZON COMMUNICATIONS

New

Shares6.5K

Event2026-03-31

Filed2026-05-07

AMZN

AMAZON COM INC

-13.30%

Shares1.5K

Event2026-03-31

Filed2026-05-07

MSCI INC COM

-33.77%

Shares559

Event2026-03-31

Filed2026-05-07

TFC

TRUIST FINL CORP COM

New

Shares6.5K

Event2026-03-31

Filed2026-05-07

BRK.B

BERKSHIRE HATHAWAY B

24.35%

Shares623

Event2026-03-31

Filed2026-05-07

RAYTHEON TECHNOLOGIES COM

New

Shares1.5K

Event2026-03-31

Filed2026-05-07

AMERISOURCEBERGEN CORP COM

-2.96%

Shares919

Event2026-03-31

Filed2026-05-07

BMI

BADGER METER INC COM

-32.70%

Shares1.9K

Event2026-03-31

Filed2026-05-07

ALPHABET INC CL A

-21.14%

Shares966

Event2026-03-31

Filed2026-05-07

CAT

CATERPILLAR INC DEL COM

-4.34%

Shares375

Event2026-03-31

Filed2026-05-07

HOME DEPOT INC COM

-35.70%

Shares796

Event2026-03-31

Filed2026-05-07

JOHNSON CTLS INC COM

New

Shares1.9K

Event2026-03-31

Filed2026-05-07

NVS

NOVARTIS A G SPONSORED ADR

New

Shares1.6K

Event2026-03-31

Filed2026-05-07

SPY

SPDR TR UNIT SER 1

-60.45%

Shares367

Event2026-03-31

Filed2026-05-07

UNH

UNITEDHEALTH GROUP INC COM

-35.35%

Shares867

Event2026-03-31

Filed2026-05-07

KNSL

KINSALE CAP GROUP INC COM

-26.77%

Shares673

Event2026-03-31

Filed2026-05-07

GWW

GRAINGER W W INC COM

-5.48%

Shares207

Event2026-03-31

Filed2026-05-07

GENERAL ELEC CO COM

-36.64%

Shares761

Event2026-03-31

Filed2026-05-07

FDS

FACTSET RESH SYS INC COM

-25.88%

Shares951

Event2026-03-31

Filed2026-05-07

QNITY ELECTRONICS INC COMMON S

New

Shares1.8K

Event2026-03-31

Filed2026-05-07

ENB

ENBRIDGE INC COM

New

Shares3.7K

Event2026-03-31

Filed2026-05-07

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available