Tandem Investment Advisors, Inc.
SEC Form 13F institutional filer · CIK 0001694284
13F-HR · 68 reported holdings · 2026-03-31
SEC-registered institutional investment manager.
Reported long-US-equity value
$1.69B
Top-10 concentration
52.3%
Tandem Investment Advisors, Inc. — $1.69B AUM allocation strategy
Tandem Investment Advisors, Inc. files SEC Form 13F and reports $1.69B of long US equity value across 68 reported holdings for 2026-03-31.
Its largest sector bet is Financials 26.8%, followed by Health Care 21.4% and Information Technology 18.1%.
The top 10 holdings account for 52% of reported value — a conviction-weighted book concentrated in its best ideas. The sector and industry splits below are of the same reported value. Track quarter-over-quarter adds, trims, new positions and exits below — sourced from SEC 13F filings, public domain.
Tandem Investment Advisors, Inc. — latest SEC 13F insights
Reported long-US-equity value (13F AUM)
$1.69B
total across 68 reported holdings · 2026-03-31 · excludes shorts, cash, non-US
Top-10 concentration
52% of value
higher = narrower conviction; lower = spread / hedging
Biggest adds (shares)
+$PG +306K sh · +$44.2M+$BR +33.6K sh · −$3.73M+$VRSK +27.2K sh · −$534K
Biggest trims (shares)
−$ACN −382K sh · −$103M−$ABT −362K sh · −$59.7M−$APH −269K sh · −$42.3M
Exited to nil (held last quarter, gone now)
$ETN ($274K last qtr)$MRK ($266K last qtr)$CTVA ($240K last qtr)$IT ($236K last qtr)$DIS ($215K last qtr)
Sector allocation (share of reported value)
each slice is a share of the reported long-US-equity value — smaller sectors and the rest of the book roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Industry allocation (share of reported value)
- Health Care Equipment14.2%—
- Transaction & Payment Processing Services12.0%—
- Pharmaceuticals7.3%—
- Financial Exchanges & Data6.7%—
- Multi-Utilities6.1%—
- Systems Software5.1%—
- Electronic Components5.1%—
- Insurance Brokers4.6%—
- Other holdings39.1%—
the finer GICS cut of the same book — same denominator — smaller industries roll into “Other holdings”
Qtr shift = share-point change vs the prior quarter's filing — first period tracked for this filer; the column fills in with the next quarterly refresh.
Top S&P 500 holdings
10 of 10 rows · sorted by Value ↓
| Ticker | Holding | Shares | Value | Δ QoQ | Weight |
|---|---|---|---|---|---|
| $ICE | Intercontinental Exchange Inc | 720K | $113M | -95K | 6.7% |
| $NEE | NextEra Energy Inc | 1.1M | $102M | -196K | 6.1% |
| $RMD | ResMed Inc | 437K | $98.1M | -63.2K | 5.8% |
| $JKHY | Jack Henry & Associates Inc | 571K | $90.3M | -78.4K | 5.3% |
| $MSFT | Microsoft Corporation | 232K | $86.1M | +5.67K | 5.1% |
| $APH | Amphenol Corporation | 679K | $85.8M | -269K | 5.1% |
| $ZTS | Zoetis Inc | 680K | $80.4M | -28K | 4.7% |
| $BRO | Brown & Brown Inc | 1.19M | $77.3M | -107K | 4.6% |
| $SYK | Stryker Corporation | 232K | $76.3M | -39.2K | 4.5% |
| $ROP | Roper Technologies Inc | 212K | $75M | -9.21K | 4.4% |
…and 58 more holdings in the full 13F filing (top positions only shown).
SEC Form 13F data sets · public domain · 45-day filing lag · >$100M AUM managers · as reported
← All 13F filers·← QuantOrb.pro
How to read Δ QoQ — the five insight categories, and the caveats
The categories. Analysts, quants and retail traders look past total portfolio value to isolate actionable signals. Five categories matter.
Conviction & concentration shifts
New positions vs complete exits — a brand-new stock signals high conviction; a full liquidation suggests a broken thesis or tax-loss harvesting. Aggressive sizing — look at share count, not dollars: a 20% share increase during a drawdown is strong dip-buying. Concentration — a narrowing top-5/10 means conviction; spreading capital across more names means hedging.
Sector & macro allocation rotations
Aggregating Δ QoQ moves across sectors shows where smart money is leaning in or sneaking out — rotating out of growth into defensives or energy, for example. The fund's total long equity exposure quarter-over-quarter is a proxy for overall institutional risk appetite.
Crowding & smart-money consensus
When several managers initiate or expand the same stock in the same quarter, that is institutional consensus. Contrarian reads: top pickers buying hard into a beaten-down name the market is selling.
Derivative & option overlays
Reported call/put changes indicate whether managers are adding downside hedges or leveraging upside exposure. Note: a long increase may be half of a market-neutral pair trade.
Who reads this
| Retail "cloners" | High-conviction ideas to replicate ~45 days after quarter-end. |
| Corporate IR | Which funds bought or dumped the stock, before the next call. |
| Quant / algo traders | Cross-sectional factor inputs: flow, momentum, ownership. |
Four caveats before you trade on it
- 45-day lag — holdings are quarter-end; positions may already be closed.
- Long-only — 13Fs miss shorts, pair trades and cash.
- No non-US / fixed income — the picture is US equities plus options.
- Corporate actions — splits and spinoffs distort raw share deltas.
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