Tandem Investment Advisors, Inc. historic quarter change: USA Other Stocks, Added
In shares no fund filing gives a ticker for, so this site has no page for them (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Tandem Investment Advisors, Inc. opened 6 positions, added to 31, reduced 39 and sold out of 8.
- Q1 2026: Stock WEC ENERGY GROUP INC; Country of operation —; Class COM; Shares before 2,533.
- Q1 2026: Stock BERKSHIRE HATHAWAY B; Country of operation United States; Class COM; Shares before 501.
- Q4 2025: Stock WISCONSIN ENERGY CORP COM; Country of operation —; Class COM; Shares before 2,488.
- Q3 2025: Stock STERIS PLC SHS USD; Country of operation —; Class COM; Shares before 457,906.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1694284), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-31); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-07); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-09); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-07-31); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-28); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-03); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-01); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-30). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q1 2026 | WEC ENERGY GROUP INC
CUSIP 976657106 | | COM | 2,533 | 229,630 | +227,097 | $267,130 | $26,584,265 | +$26,317,135 | 2026-05-07 |
|---|
| Q1 2026 | BERKSHIRE HATHAWAY B
CUSIP 084670207 | United States | COM | 501 | 623 | +122 | $251,828 | $298,542 | +$46,714 | 2026-05-07 |
|---|
| Q4 2025 | WISCONSIN ENERGY CORP COM
CUSIP 976657106 | | COM | 2,488 | 2,533 | +45 | $285 | $267,130 | +$266,845 | 2026-02-09 |
|---|
| Q3 2025 | STERIS PLC SHS USD
CUSIP G84720104 | | COM | 457,906 | 463,089 | +5,183 | $109,998 | $114,587 | +$4,589 | 2025-11-03 |
|---|
| Q3 2025 | ALPHABET INC CL C
CUSIP 38259P706 | | COM | 2,188 | 2,311 | +123 | $388 | $563 | +$175 | 2025-11-03 |
|---|
| Q3 2025 | ALPHABET INC CL A
CUSIP 38259P508 | | COM | 1,440 | 1,471 | +31 | $254 | $358 | +$104 | 2025-11-03 |
|---|
| Q3 2025 | BERKSHIRE HATHAWAY B
CUSIP 084670207 | United States | COM | 440 | 503 | +63 | $214 | $253 | +$39 | 2025-11-03 |
|---|
| Q3 2025 | WISCONSIN ENERGY CORP COM
CUSIP 976657106 | | COM | 2,444 | 2,488 | +44 | $255 | $285 | +$30 | 2025-11-03 |
|---|
| Q2 2025 | STERIS PLC SHS USD
CUSIP G84720104 | | COM | 450,875 | 457,906 | +7,031 | $102,191 | $109,998 | +$7,807 | 2025-07-31 |
|---|
| Q2 2025 | ANSYS INC COM
CUSIP 03662Q105 | United States | COM | 14,647 | 17,740 | +3,093 | $4,637 | $6,231 | +$1,594 | 2025-07-31 |
|---|
| Q2 2025 | ALPHABET INC CL C
CUSIP 38259P706 | | COM | 2,158 | 2,188 | +30 | $337 | $388 | +$51 | 2025-07-31 |
|---|
| Q2 2025 | WISCONSIN ENERGY CORP COM
CUSIP 976657106 | | COM | 2,348 | 2,444 | +96 | $256 | $255 | -$1 | 2025-07-31 |
|---|
| Q1 2025 | STERIS PLC SHS USD
CUSIP G84720104 | | COM | 448,727 | 450,875 | +2,148 | $92,240 | $102,191 | +$9,951 | 2025-04-28 |
|---|
| Q1 2025 | BLACKROCK INC COM
CUSIP 09247X101 | United States | COM | 71,807 | 74,191 | +2,384 | $73,610 | $70,220 | -$3,390 | 2025-04-28 |
|---|
| Q1 2025 | ANSYS INC COM
CUSIP 03662Q105 | United States | COM | 11,527 | 14,647 | +3,120 | $3,888 | $4,637 | +$749 | 2025-04-28 |
|---|
| Q1 2025 | ALPHABET INC CL A
CUSIP 38259P508 | | COM | 1,546 | 1,553 | +7 | $293 | $240 | -$53 | 2025-04-28 |
|---|
| Q1 2025 | ALPHABET INC CL C
CUSIP 38259P706 | | COM | 1,558 | 2,158 | +600 | $297 | $337 | +$40 | 2025-04-28 |
|---|
| Q1 2025 | DU PONT E I DE NEMOURS
CUSIP 26614N102 | United States | COM | 3,592 | 3,912 | +320 | $274 | $292 | +$18 | 2025-04-28 |
|---|
| Q4 2024 | STERIS PLC SHS USD
CUSIP G84720104 | | COM | 365,470 | 448,727 | +83,257 | $88,641 | $92,240 | +$3,599 | 2025-02-03 |
|---|
| Q4 2024 | ANSYS INC COM
CUSIP 03662Q105 | United States | COM | 11,411 | 11,527 | +116 | $3,636 | $3,888 | +$252 | 2025-02-03 |
|---|
| Q4 2024 | WISCONSIN ENERGY CORP COM
CUSIP 976657106 | | COM | 2,363 | 2,399 | +36 | $227 | $226 | -$1 | 2025-02-03 |
|---|
| Q3 2024 | STERIS PLC SHS USD
CUSIP G84720104 | | COM | 363,053 | 365,470 | +2,417 | $79,705 | $88,641 | +$8,936 | 2024-10-31 |
|---|
| Q3 2024 | ANSYS INC COM
CUSIP 03662Q105 | United States | COM | 11,036 | 11,411 | +375 | $3,548 | $3,636 | +$88 | 2024-10-31 |
|---|
| Q3 2024 | ALPHABET INC CL C
CUSIP 38259P706 | | COM | 1,200 | 1,796 | +596 | $220 | $300 | +$80 | 2024-10-31 |
|---|
| Q3 2024 | ALPHABET INC CL A
CUSIP 38259P508 | | COM | 1,792 | 2,377 | +585 | $326 | $394 | +$68 | 2024-10-31 |
|---|
| Q3 2024 | DU PONT E I DE NEMOURS
CUSIP 26614N102 | United States | COM | 3,532 | 3,592 | +60 | $284 | $320 | +$36 | 2024-10-31 |
|---|
| Q2 2024 | STERIS PLC SHS USD
CUSIP G84720104 | | COM | 295,112 | 363,053 | +67,941 | $66,347 | $79,705 | +$13,358 | 2024-08-01 |
|---|
| Q2 2024 | BLACKROCK INC COM
CUSIP 09247X101 | United States | COM | 81,671 | 88,433 | +6,762 | $68,089 | $69,625 | +$1,536 | 2024-08-01 |
|---|
| Q2 2024 | ANSYS INC COM
CUSIP 03662Q105 | United States | COM | 10,475 | 11,036 | +561 | $3,637 | $3,548 | -$89 | 2024-08-01 |
|---|
| Q1 2024 | STERIS PLC SHS USD
CUSIP G84720104 | | COM | 288,960 | 295,112 | +6,152 | $63,528 | $66,347 | +$2,819 | 2024-04-30 |
|---|
| Q1 2024 | NV5 GLOBAL INC COM
CUSIP 62945V109 | United States | COM | 3,539 | 3,870 | +331 | $393 | $379 | -$14 | 2024-04-30 |
|---|