Tandem Investment Advisors, Inc.

Q3 2026 13F-HR Holdings

Location
Charleston, SC
Holdings as of
9/30/2026
Date filed
11/4/2026
Form type
13F-HR
Num holdings
66
Total value ($000)
$1,391,953
Net value change ($000)
-101,045 (-6.8%)
New positions
7
Sold out positions
9
Turnover %
8.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/31/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
ECL 23,001 NEW
KNSL 22,071 NEW
ATO 17,555 NEW
MSI 17,478 NEW
EGP 16,727 NEW
TJX 10,089 1217.0%
BR 9,164 47.8%
NDAQ 8,336 46.7%
MSFT 8,036 12.4%
WISCONSIN ENERGY CORP COM 7,297 35.7%
Top Reduces (Value $000, Stocks/ETFs)
NEE -21,710 -28.1%
APH -19,826 -21.5%
ICE -16,406 -24.7%
BDX -13,948 -100.0%
BRO -12,330 -21.6%
TRNO -11,199 -17.0%
MCD -10,931 -29.4%
STERIS PLC SHS USD -10,724 -17.1%
CHD -10,134 -19.0%
WCN -9,570 -23.5%
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