Tandem Investment Advisors, Inc.
CIK 1694284
13F filing for Q2 2026・No. 2,008
- Holdings
- US$1.49B
- Quarter change
- −US$546.88M
- Entries
- 68
- Net bought (estimate)
- −US$468.56M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 5
- Sold out 20
- Cut 60
- Added 2
- Corporate actions 0
- Unchanged 1
Largest holdings
68 stocks worth US$1.49B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| APHAMPHENOL CORP NEW CL ACOM | Cut | 522,227 | US$92.08M | 6.17% |
| NEENEXTERA ENERGY INC COMCOM | Cut | 881,015 | US$77.33M | 5.18% |
| ICEINTERCONTINENTAL EXCHANGE INCCOM | Cut | 539,355 | US$66.4M | 4.45% |
| TERRENO RLTY CORP COMCOM | Cut | 1,017,056 | US$65.87M | 4.41% |
| MSFTMicrosoftCOM | Cut | 174,326 | US$65.03M | 4.36% |
| RMDRESMED INC COMCOM | Cut | 329,854 | US$64.28M | 4.31% |
| STERIS PLC SHS USDCOM | Cut | 297,826 | US$62.71M | 4.20% |
| JKHYJACK HENRY & ASSOCIATES, INC.COM | Cut | 426,009 | US$58.68M | 3.93% |
| BROBROWN & BROWN INCCOM | Cut | 889,649 | US$57.07M | 3.82% |
| SYKSTRYKER CORP COMCOM | Cut | 178,927 | US$56.33M | 3.77% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled July 31, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.