Tandem Investment Advisors, Inc.: 13F holdings
CIK 16942842026Q2
| Positions | 68 |
|---|
| Reported value | $1.5bn |
|---|
| Filed | 2026-07-31 |
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Change since last quarter
| Positions | 68 (-15 vs prior quarter) |
|---|
| Reported value | $1.5bn (-26.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| APH AMPHENOL CORP NEW CL A | 522,227 | $92.1m | 6.2% |
| NEE NEXTERA ENERGY INC COM | 881,015 | $77.3m | 5.2% |
| ICE INTERCONTINENTAL EXCHANGE INC | 539,355 | $66.4m | 4.4% |
| TRNO TERRENO RLTY CORP COM | 1,017,056 | $65.9m | 4.4% |
| MSFT MICROSOFT CORP COM | 174,326 | $65.0m | 4.4% |
| RMD RESMED INC COM | 329,854 | $64.3m | 4.3% |
| STERIS PLC SHS USD | 297,826 | $62.7m | 4.2% |
| JKHY JACK HENRY & ASSOCIATES, INC. | 426,009 | $58.7m | 3.9% |
| BRO BROWN & BROWN INC | 889,649 | $57.1m | 3.8% |
| SYK STRYKER CORP COM | 178,927 | $56.3m | 3.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1694284")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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