Tandem Investment Advisors portfolio
Type not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Nov 4, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Tandem Investment Advisors reported a $1.4 bn portfolio of 66 positions to the SEC as of the end of Q3 2026. Its largest positions are MSFT, APH, RMD. During the quarter it opened Ecolab and Kinsale Capital Group and exited Becton, Dickinson.
Sections with a free account
What changed this quarter
73 positions with a change (7 new, 8 added to, 49 trimmed, 9 sold). 12 are listed here: those of 0.5 points of the portfolio or more (up to 12).
- Intercontinental Exchange−39%fewer sharesReduced4.4% → 3.6%
- Ecolab+1.5 ppof portfolioNew— → 1.7%
- Kinsale Capital Group+1.5 ppof portfolioNew— → 1.6%
- Atmos Energy+1.2 ppof portfolioNew— → 1.3%
- Motorola Solutions+1.2 ppof portfolioNew— → 1.3%
- Eastgroup Properties+1.1 ppof portfolioNew— → 1.2%
- Microsoft−18%fewer sharesReduced4.4% → 5.2%
- Amphenol−18%fewer sharesReduced6.2% → 5.2%
- Becton, Dickinson−0.9 ppof portfolioSold out0.9% → —
- ResMed−18%fewer sharesReduced4.3% → 4.3%
- Nextera Energy−17%fewer sharesReduced5.2% → 4.0%
- Terreno Realty−17%fewer sharesReduced4.4% → 3.9%
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- MicrosoftMSFT5.2%
- AmphenolAPH5.2%
- ResMedRMD4.3%
- Nextera EnergyNEE4.0%
- Terreno RealtyTRNO3.9%
- SterisSTE3.7%
- Jack Henry & AssociatesJKHY3.7%
- Intercontinental ExchangeICE3.6%
- StrykerSYK3.5%
- Roper TechnologiesROP3.3%
- Brown & BrownBRO3.2%
- Church & DwightCHD3.1%
- BlackRockBLK3.0%
- VisaV2.8%
- MastercardMA2.8%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Information Technology 22%
- ● Health Care 19%
- ● Financials 19%
- ● Industrials 13%
- ● Consumer Staples 10%
- ● Real Estate 5%
- ● Utilities 4%
- ● Consumer Discretionary 3%
- ● No sector 2%
- ● Materials 2%
- ● Energy 1%
How its portfolio changed (8 quarters)
Q3 2026: 66
Q3 2026: 40%
Q3 2026: 13.5%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified: we have not assigned a type because we found no document that is enough to tell. Most 13F filers are in this situation: we only review in depth those that meet the portfolio criteria.
Not counted as a concentrated manager: its top 10 positions are under 45%. Its portfolio is shown all the same, but it is left out of manager counts, the consensus and the ranking. How this is decided
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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