Tandem Investment Advisors
Tandem Investment Advisors reported 68 stocks worth $1.5B in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are APH (6.2%), NEE (5.2%) and ICE (4.5%). Compared with Q1 2026, the fund opened new positions in PEP, ROL and CTAS, added to MCD and NDAQ, trimmed APH, NEE and ICE and sold out of G, T and AEP.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  APH Amphenol Corp New | $92.1M | 6.2% | 522K | −157K (−23%) | 8 of 8 | |
| 2 |  NEE Nextera Energy Inc | $77.3M | 5.2% | 881K | −222K (−20%) | 8 of 8 | |
| 3 |  ICE Intercontinental Exchange in | $66.4M | 4.5% | 539K | −181K (−25%) | 8 of 8 | |
| 4 |  TRNO Terreno Rlty Corp | $65.9M | 4.4% | 1M | −190K (−16%) | 8 of 8 | |
| 5 |  MSFT Microsoft Corp | $65M | 4.4% | 174K | −58K (−25%) | 8 of 8 | |
| 6 |  RMD Resmed Inc | $64.3M | 4.3% | 330K | −107K (−25%) | 8 of 8 | |
| 7 | STERIS PLC SHS USD | $62.7M | 4.2% | 298K | −99K (−25%) | 8 of 8 | |
| 8 |  JKHY Jack Henry | $58.7M | 3.9% | 426K | −145K (−25%) | 8 of 8 | |
| 9 |  BRO Brown & Brown Inc | $57.1M | 3.8% | 890K | −295K (−25%) | 8 of 8 | |
| 10 |  SYK Stryker Corporation | $56.3M | 3.8% | 179K | −53K (−23%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 G Genpact Limited | $94.3M | 2.5M |
 T At&T Inc | $420K | 14K |
 AEP American Elec Pwr Co Inc | $383K | 2,924 |
 JPM Jpmorgan Chase & Co. | $342K | 1,164 |
 DUK Duke Energy Corp New | $340K | 2,599 |
🔒 Free account: see all 20.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Jul 31, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Tandem Investment Advisors 13F FAQ
What does Tandem Investment Advisors own?
Tandem Investment Advisors reported 68 stocks worth $1.5B in its 13F filing for Q2 2026, filed Jul 31, 2026. Its largest holdings are APH (6.2%), NEE (5.2%) and ICE (4.5%). The table above lists every position in the filing (the top 10 without an account).
What did Tandem Investment Advisors buy and sell in Q2 2026?
Compared with Q1 2026: 5 new positions, 2 added to, 60 trimmed and 20 sold out. New positions include PEP, ROL and CTAS. It sold all of G, T and AEP.
When will Tandem Investment Advisors file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Tandem Investment Advisors's portfolio worth?
The Q2 2026 filing reports $1.5B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.