Tandem Investment Advisors, Inc.

Q2 2026 13F-HR Holdings

Location
Charleston, SC
Holdings as of
6/30/2026
Date filed
7/31/2026
Form type
13F-HR
Num holdings
68
Total value ($000)
$1,492,998
Net value change ($000)
-546,882 (-26.8%)
New positions
5
Sold out positions
20
Turnover %
11.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/7/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
PEP 26,154 NEW
ROL 25,703 NEW
CTAS 20,042 NEW
MCD 10,214 37.9%
APH 6,316 7.4%
NDAQ 3,978 28.6%
MNST 1,440 NEW
FTNT 1,370 42.6%
QLYS 709 21.5%
NVDA 251 NEW
Top Reduces (Value $000, Stocks/ETFs)
G -94,310 -100.0%
ICE -46,855 -41.4%
ZTS -44,561 -55.5%
RMD -33,796 -34.5%
INTU -32,862 -54.7%
ADP -32,824 -98.6%
JKHY -31,630 -35.0%
NEE -25,118 -24.5%
STERIS PLC SHS USD -25,023 -28.5%
BDX -23,866 -63.1%
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