13F 机构持仓

Tandem Investment Advisors, Inc.

CHARLESTON SC · SEC CIK 0001694284

2026Q22026Q1 更早 9 个季度 🔒
$14.93亿2026Q2 申报市值
68持仓数
44.6%前十大占比 · 第一大 6.2%
4 / 20新建仓 / 清仓
申报市值走势$14.93亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

APH 6.2%
NEE 5.2%
ICE 4.4%
TRNO 4.4%
MSFT 4.4%
RMD 4.3%
STERIS PLC SHS 4.2%
JKHY 3.9%
BRO 3.8%
SYK 3.8%

2026Q2 买入最多 按季末市值估算

PEP 新建仓+$2,615.36万
ROL 新建仓+$2,570.30万
CTAS 新建仓+$2,004.19万
MCD 加仓+$1,372.74万
NDAQ 加仓+$497.18万

2026Q2 卖出最多 按季末市值估算

G 清仓-$9,431.03万
ADP 减仓-$3,622.74万
APH 减仓-$2,760.18万
BDX 减仓-$2,244.74万
ICE 减仓-$2,224.94万

2026Q2 持仓明细 点表头排序

导出 CSV 🔒
代码名称市值 ▲占比股数变动股数变动估算买卖额操作
G GENPACT LIMITED SHS $00.00%0 -2,531,821-100.0% -$9,431.03万 清仓
T AT&T INC $00.00%0 -14,490-100.0% -$42.01万 清仓
AEP AMERICAN ELEC PWR INC COM $00.00%0 -2,924-100.0% -$38.33万 清仓
JPM JPMORGAN CHASE & CO $00.00%0 -1,164-100.0% -$34.24万 清仓
DUK DUKE ENERGY CORP NEW $00.00%0 -2,599-100.0% -$34.03万 清仓
— EXXON MOBIL CORP $00.00%0 -1,960-100.0% -$33.25万 清仓
CVX CHEVRON CORP $00.00%0 -1,583-100.0% -$32.75万 清仓
VZ VERIZON COMMUNICATIONS $00.00%0 -6,453-100.0% -$32.39万 清仓
— BERKSHIRE HATHAWAY B $00.00%0 -623-100.0% -$29.85万 清仓
RTX RAYTHEON TECHNOLOGIES COM $00.00%0 -1,497-100.0% -$28.88万 清仓
COR AMERISOURCEBERGEN CORP COM $00.00%0 -919-100.0% -$28.87万 清仓
CAT CATERPILLAR INC DEL COM $00.00%0 -375-100.0% -$26.57万 清仓
— JOHNSON CTLS INC COM $00.00%0 -1,910-100.0% -$25.01万 清仓
NVS NOVARTIS A G SPONSORED ADR $00.00%0 -1,596-100.0% -$24.38万 清仓
SPY SPDR TR UNIT SER 1 $00.00%0 -367-100.0% -$23.87万 清仓
UNH UNITEDHEALTH GROUP INC COM $00.00%0 -867-100.0% -$23.46万 清仓
KNSL KINSALE CAP GROUP INC COM $00.00%0 -673-100.0% -$22.99万 清仓
GWW GRAINGER W W INC COM $00.00%0 -207-100.0% -$22.58万 清仓
Q QNITY ELECTRONICS INC COMMON S $00.00%0 -1,781-100.0% -$20.55万 清仓
ENB ENBRIDGE INC COM $00.00%0 -3,699-100.0% -$20.03万 清仓
— ALPHABET INC CL A $20.23万0.01%566 -400-41.4% -$14.29万 减仓
FDS FACTSET RESH SYS INC COM $20.71万0.01%900 -51-5.4% -$1.17万 减仓
— GENERAL ELEC CO COM $22.09万0.01%591 -170-22.3% -$6.35万 减仓
BMI BADGER METER INC COM $23.18万0.02%1,562 -303-16.2% -$4.50万 减仓
MSCI MSCI INC COM $23.63万0.02%422 -137-24.5% -$7.67万 减仓
AMZN AMAZON COM INC $24.19万0.02%1,015 -458-31.1% -$10.92万 减仓
ACN ACCENTURE PLC IRELAND SHS CLAS $24.45万0.02%1,965 -1,074-35.3% -$13.36万 减仓
NVDA NVIDIA CORP COM $25.11万0.02%1,255 12611.2% $2.52万 重新持有
HD HOME DEPOT INC COM $27.51万0.02%780 -16-2.0% -$5,643 减仓
LOW LOWES COS INC COM $28.88万0.02%1,310 -784-37.4% -$17.29万 减仓
TFC TRUIST FINL CORP COM $32.57万0.02%6,538 00.0% — 不变
— ALPHABET INC CL C $34.45万0.02%975 -244-20.0% -$8.62万 减仓
KO COCA COLA CO COM $39.16万0.03%4,818 -2,318-32.5% -$18.84万 减仓
BX BLACKSTONE GROUP L P COM UNIT $40.27万0.03%3,422 -88-2.5% -$1.04万 减仓
PM PHILIP MORRIS INTL INC COM $42.84万0.03%2,368 -2,961-55.6% -$53.57万 减仓
MO ALTRIA GROUP INC $43.05万0.03%5,984 -4,101-40.7% -$29.51万 减仓
FAST FASTENAL COMPANY $44.14万0.03%9,190 -3,166-25.6% -$15.21万 减仓
ADP AUTOMATIC DATA PROCESSING $46.16万0.03%2,061 -161,766-98.7% -$3,622.74万 减仓
WMT WAL MART $48.60万0.03%4,291 -1,201-21.9% -$13.60万 减仓
RY ROYAL BK CDA MONTREAL COM $55.88万0.04%2,700 -137-4.8% -$2.84万 减仓
AAPL APPLE COMPUTER INC COM $56.19万0.04%1,942 -879-31.2% -$25.43万 减仓
TJX TJX COS INC NEW COM $82.95万0.06%5,475 -109-2.0% -$1.65万 减仓
CBOE CBOE HLDGS INC COM $83.75万0.06%3,451 -2,618-43.1% -$63.53万 减仓
ADBE ADOBE SYS INC COM $105.50万0.07%5,146 -7,515-59.4% -$154.07万 减仓
MNST MONSTER BEVERAGE CORP COM $143.98万0.10%14,979 14,979— $143.98万 新建仓
ABBV ABBVIE INC COM $174.46万0.12%6,933 -1,442-17.2% -$36.29万 减仓
SNPS SYNOPSYS INC COM $190.52万0.13%4,271 -1,130-20.9% -$50.41万 减仓
TYL TYLER TECHNOLOGIES INC COM $211.92万0.14%7,246 -2,009-21.7% -$58.76万 减仓
AKAM AKAMAI TECHNOLOGIES INC $245.07万0.16%20,732 -5,129-19.8% -$60.63万 减仓
ISRG INTUITIVE SURGICAL INC COM NEW $309.91万0.21%7,793 -2,178-21.8% -$86.61万 减仓
ORLY O REILLY AUTOMOTIVE COM $336.93万0.23%36,587 -6,904-15.9% -$63.58万 减仓
QLYS QUALYS INC COM $401.31万0.27%29,188 -8,422-22.4% -$115.79万 减仓
IDXX IDEXX LABS INC COM $441.63万0.30%8,389 -1,987-19.1% -$104.60万 减仓
FTNT FORTINET INC COM $458.68万0.31%29,858 -9,510-24.2% -$146.09万 减仓
MEDP MEDPACE HLDGS INC COM $495.59万0.33%9,358 -2,571-21.6% -$136.16万 减仓
BDX BECTON DICKINSON & CO COM $1,394.76万0.93%92,167 -148,334-61.7% -$2,244.74万 减仓
NDAQ NASDAQ OMX GROUP INC COM $1,786.93万1.20%226,710 63,07838.5% $497.18万 加仓
BR BROADRIDGE FINL SOLUTI COM $1,916.86万1.28%139,968 -45,253-24.4% -$619.74万 减仓
CTAS CINTAS CORP COM $2,004.19万1.34%117,838 117,838— $2,004.19万 新建仓
— WEC ENERGY GROUP INC $2,041.84万1.37%174,860 -54,770-23.9% -$639.55万 减仓
ROL ROLLINS INC COM $2,570.30万1.72%615,789 615,789— $2,570.30万 新建仓
PEP PEPSICO INC $2,615.36万1.75%193,158 193,158— $2,615.36万 新建仓
VRSK VERISK ANALYTICS INC COM $2,632.74万1.76%146,646 -48,643-24.9% -$873.29万 减仓
INTU INTUIT COM $2,718.63万1.82%104,162 -34,715-25.0% -$906.06万 减仓
COST COSTCO WHOLESALE CORP $3,150.29万2.11%33,676 -9,736-22.4% -$910.77万 减仓
JNJ JOHNSON & JOHNSON COM $3,459.02万2.32%136,198 -40,398-22.9% -$1,025.99万 减仓
ZTS ZOETIS INC CL A $3,579.31万2.40%498,095 -181,659-26.7% -$1,305.40万 减仓
EXPD EXPEDITORS INTL WASH $3,585.74万2.40%220,011 -78,659-26.3% -$1,281.98万 减仓
MCD MCDONALDS CORP COM $3,718.79万2.49%137,575 50,78458.5% $1,372.74万 加仓
WCN WASTE CONNECTIONS INC COM $4,068.87万2.73%244,098 -79,925-24.7% -$1,332.27万 减仓
RSG REPUBLIC SVCS INC COM $4,091.18万2.74%192,002 -11,759-5.8% -$250.56万 减仓
PG PROCTER & GAMBLE CO $4,274.29万2.86%291,482 -17,190-5.6% -$252.07万 减仓
ABT ABBOTT LABORATORIES $4,324.24万2.90%476,553 -154,043-24.4% -$1,397.79万 减仓
MA MASTERCARD INC CL A $4,408.02万2.95%85,826 -27,285-24.1% -$1,401.36万 减仓
BLK BLACKROCK INC COM $4,590.87万3.07%47,744 -14,875-23.8% -$1,430.32万 减仓
V VISA INC CL A $4,642.80万3.11%135,323 -48,007-26.2% -$1,647.07万 减仓
CHD CHURCH & DWIGHT INC COM $5,326.37万3.57%549,790 -186,629-25.3% -$1,808.06万 减仓
ROP ROPER TECHNOLOGIES INC COM $5,414.34万3.63%160,003 -52,006-24.5% -$1,759.83万 减仓
SYK STRYKER CORP COM $5,633.34万3.77%178,927 -53,252-22.9% -$1,676.59万 减仓
BRO BROWN & BROWN INC $5,707.10万3.82%889,649 -295,495-24.9% -$1,895.60万 减仓
JKHY JACK HENRY & ASSOCIATES, INC. $5,867.85万3.93%426,009 -145,416-25.4% -$2,002.96万 减仓
— STERIS PLC SHS USD $6,271.32万4.20%297,826 -98,937-24.9% -$2,083.32万 减仓
RMD RESMED INC COM $6,428.19万4.31%329,854 -107,058-24.5% -$2,086.35万 减仓
MSFT MICROSOFT CORP COM $6,502.71万4.36%174,326 -58,155-25.0% -$2,169.30万 减仓
TRNO TERRENO RLTY CORP COM $6,587.47万4.41%1,017,056 -189,937-15.7% -$1,230.22万 减仓
ICE INTERCONTINENTAL EXCHANGE INC $6,640.00万4.45%539,355 -180,728-25.1% -$2,224.94万 减仓
NEE NEXTERA ENERGY INC COM $7,732.67万5.18%881,015 -221,962-20.1% -$1,948.16万 减仓
APH AMPHENOL CORP NEW CL A $9,207.91万6.17%522,227 -156,544-23.1% -$2,760.18万 减仓