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Disclosed positions
Tandem Investment Advisors, Inc.: source evidence dated 2026-08-01T03:59:59.999Z.
- Issuer
- AMPHENOL CORP NEW CL A
- Ticker
- APH
- Class
- COM
- Reported value
- $92,079,064
- Reported amount
- 522,227
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001694284-26-000007Open the effective filing receipt and inspect shares, value and any put/call classification separately.
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Disclosed positions
See the complete disclosed positions
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| AMPHENOL CORP NEW CL A | APH | COM | $92,079,064 | 522,227 | SH | None |
| NEXTERA ENERGY INC COM | NEE | COM | $77,326,686 | 881,015 | SH | None |
| INTERCONTINENTAL EXCHANGE INC | ICE | COM | $66,399,994 | 539,355 | SH | None |
| TERRENO RLTY CORP COM | TRNO | COM | $65,874,717 | 1,017,056 | SH | None |
| MICROSOFT CORP COM | MSFT | COM | $65,027,084 | 174,326 | SH | None |
| RESMED INC COM | RMD | COM | $64,281,947 | 329,854 | SH | None |
| STERIS PLC SHS USD | Unresolved | COM | $62,713,220 | 297,826 | SH | None |
| JACK HENRY & ASSOCIATES, INC. | JKHY | COM | $58,678,479 | 426,009 | SH | None |
| BROWN & BROWN INC | BRO | COM | $57,070,983 | 889,649 | SH | None |
| STRYKER CORP COM | SYK | COM | $56,333,376 | 178,927 | SH | None |
| ROPER TECHNOLOGIES INC COM | ROP | COM | $54,143,415 | 160,003 | SH | None |
| CHURCH & DWIGHT INC COM | CHD | COM | $53,263,655 | 549,790 | SH | None |
| VISA INC CL A | V | COM | $46,427,968 | 135,323 | SH | None |
| BLACKROCK INC COM | Unresolved | COM | $45,908,720 | 47,744 | SH | None |
| MASTERCARD INC CL A | MA | COM | $44,080,233 | 85,826 | SH | None |
| ABBOTT LABORATORIES | ABT | COM | $43,242,419 | 476,553 | SH | None |
| PROCTER & GAMBLE CO | PG | COM | $42,742,920 | 291,482 | SH | None |
| REPUBLIC SVCS INC COM | RSG | COM | $40,911,786 | 192,002 | SH | None |
| WASTE CONNECTIONS INC COM | WCN | COM | $40,688,695 | 244,098 | SH | None |
| MCDONALDS CORP COM | MCD | COM | $37,187,898 | 137,575 | SH | None |
| EXPEDITORS INTL WASH | EXPD | COM | $35,857,392 | 220,011 | SH | None |
| ZOETIS INC CL A | ZTS | COM | $35,793,106 | 498,095 | SH | None |
| JOHNSON & JOHNSON COM | JNJ | COM | $34,590,206 | 136,198 | SH | None |
| COSTCO WHOLESALE CORP | COST | COM | $31,502,887 | 33,676 | SH | None |
| INTUIT COM | INTU | COM | $27,186,282 | 104,162 | SH | None |
| VERISK ANALYTICS INC COM | VRSK | COM | $26,327,356 | 146,646 | SH | None |
| PEPSICO INC | PEP | COM | $26,153,593 | 193,158 | SH | None |
| ROLLINS INC COM | ROL | COM | $25,703,032 | 615,789 | SH | None |
| WEC ENERGY GROUP INC | Unresolved | COM | $20,418,402 | 174,860 | SH | None |
| CINTAS CORP COM | CTAS | COM | $20,041,887 | 117,838 | SH | None |
| BROADRIDGE FINL SOLUTI COM | BR | COM | $19,168,617 | 139,968 | SH | None |
| NASDAQ OMX GROUP INC COM | NDAQ | COM | $17,869,282 | 226,710 | SH | None |
| BECTON DICKINSON & CO COM | BDX | COM | $13,947,632 | 92,167 | SH | None |
| MEDPACE HLDGS INC COM | MEDP | COM | $4,955,903 | 9,358 | SH | None |
| FORTINET INC COM | FTNT | COM | $4,586,785 | 29,858 | SH | None |
| IDEXX LABS INC COM | IDXX | COM | $4,416,305 | 8,389 | SH | None |
| QUALYS INC COM | QLYS | COM | $4,013,058 | 29,188 | SH | None |
| O REILLY AUTOMOTIVE COM | ORLY | COM | $3,369,296 | 36,587 | SH | None |
| INTUITIVE SURGICAL INC COM NEW | ISRG | COM | $3,099,120 | 7,793 | SH | None |
| AKAMAI TECHNOLOGIES INC | AKAM | COM | $2,450,729 | 20,732 | SH | None |
| TYLER TECHNOLOGIES INC COM | TYL | COM | $2,119,165 | 7,246 | SH | None |
| SYNOPSYS INC COM | SNPS | COM | $1,905,164 | 4,271 | SH | None |
| ABBVIE INC COM | ABBV | COM | $1,744,620 | 6,933 | SH | None |
| MONSTER BEVERAGE CORP COM | MNST | COM | $1,439,781 | 14,979 | SH | None |
| ADOBE SYS INC COM | ADBE | COM | $1,055,032 | 5,146 | SH | None |
| CBOE HLDGS INC COM | CBOE | COM | $837,454 | 3,451 | SH | None |
| TJX COS INC NEW COM | TJX | COM | $829,462 | 5,475 | SH | None |
| APPLE COMPUTER INC COM | AAPL | COM | $561,937 | 1,942 | SH | None |
| ROYAL BK CDA MONTREAL COM | RY | COM | $558,819 | 2,700 | SH | None |
| WAL MART | WMT | COM | $485,998 | 4,291 | SH | None |
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Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 6 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.