Tandem Investment Advisors, Inc.
68 holdingsFiling period: 2026-06-30Current AUM: $1.58Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | APH | AMPHENOL CORP NEW CL A | 522.2K | $92.1M | $81.1M | 5.13% | -156,544 | 2026-06-30 |
| 2 | NEE | NEXTERA ENERGY INC COM | 881.0K | $77.3M | $71.4M | 4.52% | -221,962 | 2026-06-30 |
| 3 | ICE | INTERCONTINENTAL EXCHANGE INC | 539.4K | $66.4M | $84.6M | 5.36% | -180,728 | 2026-06-30 |
| 4 | — | TERRENO RLTY CORP COM | 1.02M | $65.9M | $65.9M | 4.17% | -189,937 | 2026-06-30 |
| 5 | MSFT | MICROSOFT CORP COM | 174.3K | $65.0M | $86.7M | 5.49% | -58,155 | 2026-06-30 |
| 6 | RMD | RESMED INC COM | 329.9K | $64.3M | $75.7M | 4.79% | -107,058 | 2026-06-30 |
| 7 | — | STERIS PLC SHS USD | 297.8K | $62.7M | $62.7M | 3.97% | -98,937 | 2026-06-30 |
| 8 | JKHY | JACK HENRY & ASSOCIATES, INC. | 426.0K | $58.7M | $65.6M | 4.15% | -145,416 | 2026-06-30 |
| 9 | BRO | BROWN & BROWN INC | 889.6K | $57.1M | $59.8M | 3.79% | -295,495 | 2026-06-30 |
| 10 | SYK | STRYKER CORP COM | 178.9K | $56.3M | $50.4M | 3.19% | -53,252 | 2026-06-30 |
| 11 | ROP | ROPER TECHNOLOGIES INC COM | 160.0K | $54.1M | $61.4M | 3.89% | -52,006 | 2026-06-30 |
| 12 | CHD | CHURCH & DWIGHT INC COM | 549.8K | $53.3M | $52.0M | 3.29% | -186,629 | 2026-06-30 |
| 13 | V | VISA INC CL A | 135.3K | $46.4M | $50.8M | 3.22% | -48,007 | 2026-06-30 |
| 14 | BLK | BLACKROCK INC COM | 47.7K | $45.9M | $50.5M | 3.20% | -14,875 | 2026-06-30 |
| 15 | MA | MASTERCARD INC CL A | 85.8K | $44.1M | $49.2M | 3.11% | -27,285 | 2026-06-30 |
| 16 | ABT | ABBOTT LABORATORIES | 476.6K | $43.2M | $48.6M | 3.08% | -154,043 | 2026-06-30 |
| 17 | PG | PROCTER & GAMBLE CO | 291.5K | $42.7M | $42.8M | 2.71% | -17,190 | 2026-06-30 |
| 18 | RSG | REPUBLIC SVCS INC COM | 192.0K | $40.9M | $42.8M | 2.71% | -11,759 | 2026-06-30 |
| 19 | WCN | WASTE CONNECTIONS INC COM | 244.1K | $40.7M | $38.9M | 2.46% | -79,925 | 2026-06-30 |
| 20 | MCD | MCDONALDS CORP COM | 137.6K | $37.2M | $34.8M | 2.20% | +50.8K | 2026-06-30 |
| 21 | EXPD | EXPEDITORS INTL WASH | 220.0K | $35.9M | $42.7M | 2.70% | -78,659 | 2026-06-30 |
| 22 | — | ZOETIS INC CL A | 498.1K | $35.8M | $35.8M | 2.27% | -181,659 | 2026-06-30 |
| 23 | JNJ | JOHNSON & JOHNSON COM | 136.2K | $34.6M | $36.4M | 2.30% | -40,398 | 2026-06-30 |
| 24 | COST | COSTCO WHOLESALE CORP | 33.7K | $31.5M | $30.4M | 1.92% | -9,736 | 2026-06-30 |
| 25 | INTU | INTUIT COM | 104.2K | $27.2M | $34.3M | 2.17% | -34,715 | 2026-06-30 |
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