2026 Q1 Portfolio Activity
In 2026 Q1, Tandem Investment Advisors, Inc. maintained a portfolio of 93 distinct positions. The most significant new addition was MCDONALDS CORP COM, now representing 1.32% of the total fund value. They heavily accumulated shares in STERIS PLC SHS USD, increasing the position by 15563.8%. Conversely, Tandem Investment Advisors, Inc. completely exited their position in ACCENTURE PLC IRELAND SHS CLAS.
Position History
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Total Positions
93
Quarter
2026 Q1
Top Holding
ICE (5.6%)
Top 10 Concentration
44.9%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 93
Tandem Investment Advisors, Inc. Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
ICE
INTERCONTINENTA...
|
Financial Services | 5.55% | 4.92% |
#1
1
Prev: #2
|
4.7 |
—
|
-95,037 | -11.7% |
P
S
|
720,083 | $113,254,654 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
NEE
NEXTERA ENERGY ...
|
Utilities | 5.02% | 3.88% |
#2
9
Prev: #11
|
4.0 |
—
|
-196,286 | -15.1% |
P
S
|
1,102,977 | $102,444,504 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
RMD
RESMED INC COM
|
Healthcare | 4.81% | 4.49% |
#3
3
Prev: #6
|
3.4 |
—
|
-63,233 | -12.6% |
P
S
|
436,912 | $98,078,006 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
G
GENPACT LIMITED...
|
Technology | 4.62% | 4.92% |
#4
1
Prev: #3
|
2.8 |
—
|
-290,112 | -10.3% |
P
S
|
2,531,821 | $94,310,332 | 2024 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JKHY
HENRY JACK & AS...
|
Technology | 4.43% | 4.42% |
#5
2
Prev: #7
|
2.8 |
—
|
-78,371 | -12.1% |
P
S
|
571,425 | $90,308,007 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
N/A
STERIS PLC SHS ...
|
|
Unknown | 4.30% | 4.19% |
#6
3
Prev: #9
|
2.2 |
—
|
-47,258 | -10.6% |
P
S
|
396,763 | $87,736,202 | — | 13F Filing | 2026-03-31 | 2026-05-07 | ||
|
MSFT
MICROSOFT CORP ...
|
Technology | 4.22% | 4.08% |
#7
3
Prev: #10
|
2.2 |
—
|
5,670 | 2.5% |
P
S
|
232,481 | $86,057,492 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
APH
AMPHENOL CORP N...
|
Technology | 4.20% | 4.77% |
#8
4
Prev: #4
|
1.7 |
—
|
-268,717 | -28.4% |
P
S
|
678,771 | $85,762,716 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ZTS
ZOETIS INC CL A
|
Healthcare | 3.94% | 3.32% |
#9
8
Prev: #17
|
2.1 |
—
|
-28,021 | -4.0% |
P
S
|
679,754 | $80,353,720 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BRO
BROWN & BROWN I...
|
Financial Services | 3.79% | 3.83% |
#10
3
Prev: #13
|
2.0 |
—
|
-106,674 | -8.3% |
P
S
|
1,185,144 | $77,283,240 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SYK
STRYKER CORP CO...
|
Healthcare | 3.74% | 3.55% |
#11
4
Prev: #15
|
2.0 |
—
|
-39,189 | -14.4% |
P
S
|
232,179 | $76,291,698 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ROP
ROPER TECHNOLOG...
|
Technology | 3.68% | 3.67% |
#12
2
Prev: #14
|
2.0 |
—
|
-9,211 | -4.2% |
P
S
|
212,009 | $75,021,505 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
TRNO
TERRENO RLTY CO...
|
Real Estate | 3.63% | 3.00% |
#13
6
Prev: #19
|
2.0 |
—
|
-164,874 | -12.0% |
P
S
|
1,206,993 | $74,133,510 | 2022 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
CHD
CHURCH & DWIGHT...
|
Consumer Defensive | 3.37% | 2.49% |
#14
7
Prev: #21
|
1.8 |
—
|
-61,314 | -7.7% |
P
S
|
736,419 | $68,722,621 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ABT
ABBOTT LABORATO...
|
Healthcare | 3.17% | 4.63% |
#15
10
Prev: #5
|
1.3 |
—
|
-362,248 | -36.5% |
P
S
|
630,596 | $64,743,291 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BLK
BLACKROCK INC C...
|
Financial Services | 2.95% | 2.76% |
#16
4
Prev: #20
|
1.7 |
—
|
-6,638 | -9.6% |
P
S
|
62,619 | $60,221,318 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
INTU
INTUIT COM
|
Technology | 2.94% | 3.43% |
#17
1
Prev: #16
|
1.7 |
—
|
-363 | -0.3% |
P
S
|
138,877 | $60,047,637 | 2024 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MA
MASTERCARD INC ...
|
Financial Services | 2.77% | 4.20% |
#18
10
Prev: #8
|
1.1 |
—
|
-84,651 | -42.8% |
P
S
|
113,111 | $56,517,042 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
V
VISA INC ...
|
Financial Services | 2.72% | 5.45% |
#19
18
Prev: #1
|
1.1 |
—
|
-233,768 | -56.0% |
P
S
|
183,330 | $55,409,659 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
WCN
WASTE CONNECTIO...
|
Industrials | 2.58% | 2.37% |
#20
2
Prev: #22
|
1.5 |
—
|
-38,757 | -10.7% |
P
S
|
324,023 | $52,634,296 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
RSG
REPUBLIC SVCS I...
|
Industrials | 2.19% | 1.89% |
#21
3
Prev: #24
|
1.4 |
—
|
-35,678 | -14.9% |
P
S
|
203,761 | $44,627,734 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PG
PROCTER & GAMBL...
|
Consumer Defensive | 2.19% | 0.01% |
#22
40
Prev: #62
|
3.9 |
—
|
306,130 | 12042.9% |
P
S
|
308,672 | $44,584,584 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 2.12% | 1.63% |
#23
4
Prev: #27
|
1.3 |
—
|
-7,379 | -14.5% |
P
S
|
43,412 | $43,257,019 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 2.12% | 2.07% |
#24
1
Prev: #23
|
0.8 |
—
|
-92,017 | -34.3% |
P
S
|
176,596 | $43,167,126 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
EXPD
EXPEDITORS INTL...
|
Industrials | 2.10% | 1.82% |
#25
Prev: #25
|
1.3 |
—
|
-29,586 | -9.0% |
P
S
|
298,670 | $42,778,504 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BDX
BECTON DICKINSO...
|
Healthcare | 1.85% | 1.78% |
#26
Prev: #26
|
1.2 |
—
|
-6,422 | -2.6% |
P
S
|
240,501 | $37,813,972 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
VRSK
VERISK ANALYTIC...
|
Industrials | 1.82% | 1.40% |
#27
1
Prev: #28
|
2.7 |
—
|
27,245 | 16.2% |
P
S
|
195,289 | $37,056,088 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ADP
AUTOMATIC DATA ...
|
Technology | 1.63% | 3.16% |
#28
10
Prev: #18
|
0.7 |
—
|
-166,214 | -50.4% |
P
S
|
163,827 | $33,286,370 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
BR
BROADRIDGE FINL...
|
Technology | 1.48% | 1.26% |
#29
Prev: #29
|
3.1 |
—
|
33,642 | 22.2% |
P
S
|
185,221 | $30,094,708 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MCD
MCDONALDS CORP ...
|
Consumer Cyclical | 1.32% | — |
#30
Prev: #—
|
4.0 |
—
|
86,791 | — |
NEW
|
86,791 | $26,973,775 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
N/A
WEC ENERGY GROU...
|
|
Unknown | 1.30% | 0.01% |
#31
39
Prev: #70
|
3.5 |
—
|
227,097 | 8965.5% |
P
S
|
229,630 | $26,584,265 | — | 13F Filing | 2026-03-31 | 2026-05-07 | ||
|
NDAQ
NASDAQ OMX GROU...
|
Financial Services | 0.68% | — |
#32
Prev: #—
|
3.8 |
—
|
163,632 | — |
NEW
|
163,632 | $13,890,720 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
IDXX
IDEXX LABS INC ...
|
Healthcare | 0.29% | 0.29% |
#33
2
Prev: #31
|
0.6 |
—
|
-1,009 | -8.9% |
P
S
|
10,376 | $5,830,171 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MEDP
MEDPACE HLDGS I...
|
Healthcare | 0.28% | 0.30% |
#34
4
Prev: #30
|
0.6 |
—
|
-2,244 | -15.8% |
P
S
|
11,929 | $5,728,187 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ISRG
INTUITIVE SURGI...
|
Healthcare | 0.23% | 0.23% |
#35
3
Prev: #32
|
0.6 |
—
|
-794 | -7.4% |
P
S
|
9,971 | $4,596,531 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ORLY
O REILLY AUTOMO...
|
Consumer Cyclical | 0.20% | 0.18% |
#36
Prev: #36
|
0.6 |
—
|
-8,152 | -15.8% |
P
S
|
43,491 | $4,014,654 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
QLYS
QUALYS INC COM
|
Technology | 0.16% | 0.22% |
#37
4
Prev: #33
|
0.6 |
—
|
-7,480 | -16.6% |
P
S
|
37,610 | $3,304,039 | 2021 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
FTNT
FORTINET INC CO...
|
Technology | 0.16% | 0.13% |
#38
1
Prev: #37
|
0.6 |
—
|
-5,875 | -13.0% |
P
S
|
39,368 | $3,217,153 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
TYL
TYLER TECHNOLOG...
|
Technology | 0.16% | 0.18% |
#39
5
Prev: #34
|
0.6 |
—
|
-1,559 | -14.4% |
P
S
|
9,255 | $3,168,727 | 2018 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ADBE
ADOBE SYS INC C...
|
Technology | 0.15% | 0.18% |
#40
5
Prev: #35
|
0.6 |
—
|
-959 | -7.0% |
P
S
|
12,661 | $3,077,636 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AKAM
AKAMAI TECHNOLO...
|
Technology | 0.15% | 0.10% |
#41
2
Prev: #39
|
0.6 |
—
|
-4,923 | -16.0% |
P
S
|
25,861 | $2,970,136 | 2022 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
SNPS
SYNOPSYS INC CO...
|
Technology | 0.10% | 0.10% |
#42
2
Prev: #40
|
0.5 |
—
|
-212 | -3.8% |
P
S
|
5,401 | $2,141,388 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ABBV
ABBVIE INC COM
|
Healthcare | 0.09% | 0.07% |
#43
1
Prev: #42
|
0.5 |
—
|
165 | 2.0% |
P
S
|
8,375 | $1,821,479 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
CBOE
CBOE HLDGS INC ...
|
Financial Services | 0.08% | 0.08% |
#44
3
Prev: #41
|
0.0 |
—
|
-2,124 | -25.9% |
P
S
|
6,069 | $1,705,814 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
TJX
TJX COS INC NEW...
|
Consumer Cyclical | 0.04% | 0.03% |
#45
Prev: #45
|
0.5 |
—
|
8 | 0.1% |
P
S
|
5,584 | $891,765 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
PM
PHILIP MORRIS I...
|
Consumer Defensive | 0.04% | 0.02% |
#46
Prev: #46
|
2.5 |
—
|
1,288 | 31.9% |
P
S
|
5,329 | $881,097 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
AAPL
APPLE COMPUTER ...
|
Technology | 0.04% | 0.04% |
#47
3
Prev: #44
|
0.5 |
—
|
-683 | -19.5% |
P
S
|
2,821 | $715,942 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
WMT
WAL MART
|
Consumer Defensive | 0.03% | 0.04% |
#48
5
Prev: #43
|
0.0 |
—
|
-3,176 | -36.6% |
P
S
|
5,492 | $682,546 | 2019 Q1 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
MO
ALTRIA GROUP IN...
|
Consumer Defensive | 0.03% | 0.01% |
#49
15
Prev: #64
|
3.0 |
—
|
4,073 | 67.7% |
P
S
|
10,085 | $665,509 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 | |||
|
ACN
ACCENTURE PLC I...
|
Technology | 0.03% | 3.84% |
#50
38
Prev: #12
|
0.0 |
—
|
-381,695 | -99.2% |
P
S
|
3,039 | $602,603 | 2016 Q4 | 13F Filing | 2026-03-31 | 2026-05-07 |
Showing 1-50 of 93 holdings