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Latest Tandem Investment Advisors, Inc. Stock Portfolio

$2.04Billion | No. of Holdings #83

Tandem Investment Advisors, Inc. Performance

2026 Q1-9.00%
YTD-9.00%
2025+2.46%

About Tandem Investment Advisors, Inc. and 13F Hedge Fund Stock Holdings

Tandem Investment Advisors, Inc. is a hedge fund based in Charleston, SC. On 2026-05-07, the fund reported it's updated stock portfolio. In the 13F Holdings report, Tandem Investment Advisors, Inc. reported an equity portfolio of $2 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Tandem Investment Advisors, Inc. are ICE, NEE, RMD. The fund has invested 5.6% of it's portfolio in INTERCONTINENTAL EXCHANGE INC and 5% of portfolio in NEXTERA ENERGY INC COM. <br><br> The fund managers got completely rid off EXLSERVICE HOLDINGS IN COM (EXLS), EATON CORP PLC SHS (ETN) and MERCK & CO INC NEW COM (MRK) stocks. They significantly reduced their stock positions in ACCENTURE PLC IRELAND SHS CLAS (ACN), SPDR TR UNIT SER 1 (SPY) and VISA INC CL A (V). Tandem Investment Advisors, Inc. opened new stock positions in MCDONALDS CORP COM (MCD), NASDAQ OMX GROUP INC COM (NDAQ) and AT&T INC (T). The fund showed a lot of confidence in some stocks as they added substantially to PROCTER & GAMBLE CO (PG), WEC ENERGY GROUP INC (WEC) and ALTRIA GROUP INC (MO).
Tandem Investment Advisors, Inc. Equity Portfolio Value
Last Reported on: 07 May, 2026
$2.04Billion
  as of May 07, 2026

Tandem Investment Advisors, Inc. Annual Return Estimates Vs S&P 500

Our best estimate is that Tandem Investment Advisors, Inc. made a return of -9% in the last quarter. In trailing 12 months, it's portfolio return was -11.52%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
mcdonalds corp com26,973,800
nasdaq omx group inc com13,890,700
at&t inc420,065
american elec pwr inc com383,278
exxon mobil corp332,534
verizon communications323,941
truist finl corp com300,552
raytheon technologies com288,771
New stocks bought by Tandem Investment Advisors, Inc.

Additions

Ticker% Inc.
procter & gamble co12,042
wec energy group inc8,965
altria group inc67.75
lowes cos inc com46.13
philip morris intl inc com31.87
berkshire hathaway b24.35
broadridge finl soluti com22.19
verisk analytics inc com16.21
Additions to existing portfolio by Tandem Investment Advisors, Inc.

Reductions

Ticker% Reduced
accenture plc ireland shs clas-99.21
spdr tr unit ser 1-60.45
visa inc cl a-56.05
automatic data processing-50.36
mastercard inc cl a-42.8
chevron corp-38.21
alphabet inc cl c-37.65
general elec co com-36.64
Tandem Investment Advisors, Inc. reduced stake in above stock

Sold off

Ticker$ Sold
exlservice holdings in com-3,125,070
orea mining corp com0.00
quidel corp com-213,058
manulife finl corp com-201,390
corteva inc com-239,967
merck & co inc new com-266,413
disney walt co com-215,139
icon plc shs-251,281
Tandem Investment Advisors, Inc. got rid off the above stocks

Sector Distribution

Tandem Investment Advisors, Inc. has about 26.5% of it's holdings in Technology sector.

  • Technology
  • Healthcare
  • Financial Services
  • Industrials
  • Consumer Defensive
  • Utilities
  • Real Estate
  • Consumer Cyclical
Sector%
Technology26.5
Healthcare24.8
Financial Services18.5
Industrials10.4
Consumer Defensive7.8
Utilities6.4
Real Estate3.6
Consumer Cyclical1.6

Market Cap. Distribution

Tandem Investment Advisors, Inc. has about 88.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • UNALLOCATED
Category%
LARGE-CAP70.6
MEGA-CAP17.9
MID-CAP8.5
UNALLOCATED3.1

Stocks belong to which Index?

About 92.3% of the stocks held by Tandem Investment Advisors, Inc. either belong to S&P 500 or RUSSELL 2000 index.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50088.5
Others7.7
RUSSELL 20003.8
Top 5 Winners (%)%
AKAM
akamai technologies inc
29.1 %
CVX
chevron corp
28.9 %
CAT
caterpillar inc del com
23.2 %
FAST
fastenal company
15.5 %
JNJ
johnson & johnson com
15.0 %
Top 5 Winners ($)$
NEE
nextera energy inc com
15.1 M
JNJ
johnson & johnson com
8.3 M
CHD
church & dwight inc com
7.3 M
COST
costco wholesale corp
6.3 M
TRNO
terreno rlty corp com
3.5 M
Top 5 Losers (%)%
INTU
intuit com
-34.7 %
QLYS
qualys inc com
-31.1 %
ADBE
adobe sys inc com
-29.5 %
BR
broadridge finl soluti com
-25.4 %
BX
blackstone group l p com unit
-25.3 %
Top 5 Losers ($)$
INTU
intuit com
-32.0 M
MSFT
microsoft corp com
-26.1 M
G
genpact limited shs
-25.5 M
ROP
roper technologies inc com
-19.8 M
ABT
abbott laboratories
-18.4 M

Tandem Investment Advisors, Inc. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Tandem Investment Advisors, Inc.

Tandem Investment Advisors, Inc. has 83 stocks in it's portfolio. About 44.9% of the portfolio is in top 10 stocks. INTU proved to be the most loss making stock for the portfolio. NEE was the most profitable stock for Tandem Investment Advisors, Inc. last quarter.

$2.04BTotal Value
95.00Positions
07 May, 2026Last Reported
Current holdings of Current Stock Holdings of Tandem Investment Advisors, Inc., last reported on 07 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change