Tandem Investment Advisors, Inc.

Q1 2026 13F-HR Holdings

Location
Charleston, SC
Holdings as of
3/31/2026
Date filed
5/7/2026
Form type
13F-HR
Num holdings
83
Total value ($000)
$2,039,880
Net value change ($000)
-645,533 (-24.0%)
New positions
12
Sold out positions
12
Turnover %
2.4%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/9/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
PG 44,221 12148.6%
MCD 26,974 NEW
WISCONSIN ENERGY CORP COM 26,317 9856.6%
NDAQ 13,891 NEW
CHD 1,833 2.7%
T 420 NEW
AEP 383 NEW
XOM 333 NEW
VZ 324 NEW
MO 319 91.9%
Top Reduces (Value $000, Stocks/ETFs)
ACN -102,621 -99.4%
V -90,870 -62.1%
ABT -59,650 -48.0%
MA -56,381 -49.9%
ADP -51,610 -60.8%
APH -42,281 -33.0%
G -37,700 -28.6%
INTU -32,187 -34.9%
JKHY -28,267 -23.8%
BRO -25,675 -24.9%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type