Tandem Investment Partners
Latest statistics and disclosures from Tandem Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPY, VCRB, SPLG, VXUS, COWZ, and represent 28.81% of Tandem Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: COWG, VCRB, GILD, VGIT, SPDW, VCIT, SCHB, XTRE, SPAB, XTWO.
- Started 2 new stock positions in GILD, SPDW.
- Reduced shares in these 10 stocks: VIG, VGT, GOOG, VTI, JPM, AAPL, MSFT, PFE, BRK.B, WMT.
- Sold out of its position in PFE.
- Tandem Investment Partners was a net seller of stock by $-5.2M.
- Tandem Investment Partners has $119M in assets under management (AUM), dropping by -2.57%.
- Central Index Key (CIK): 0002056333
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Portfolio Holdings for Tandem Investment Partners
Tandem Investment Partners holds 70 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 6.8 | $8.1M | 12k | 681.92 |
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| Vanguard Malvern Fds Core Bd Etf (VCRB) | 6.2 | $7.4M | +13% | 95k | 77.89 |
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| Spdr Series Trust State Street Spd (SPLG) | 5.8 | $6.9M | -3% | 86k | 80.22 |
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| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 5.0 | $5.9M | 78k | 75.44 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 4.9 | $5.9M | 97k | 60.17 |
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| Vanguard World Inf Tech Etf (VGT) | 4.3 | $5.1M | -9% | 6.8k | 753.78 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.8 | $4.5M | -8% | 13k | 335.27 |
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| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 3.1 | $3.7M | -2% | 6.2k | 603.28 |
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| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 2.9 | $3.5M | +50% | 98k | 35.21 |
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| Select Sector Spdr Tr State Street Hea (XLV) | 2.8 | $3.3M | -2% | 21k | 154.80 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.7 | $3.2M | -6% | 5.3k | 614.31 |
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| Spdr Series Trust State Street Spd (FLRN) | 2.7 | $3.2M | 103k | 30.73 |
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| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.6 | $3.1M | +6% | 37k | 83.75 |
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| Microsoft Corporation (MSFT) | 2.5 | $3.0M | -9% | 6.1k | 483.62 |
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| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.5 | $3.0M | +8% | 49k | 59.93 |
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| Spdr Series Trust State Street Spd (SPMD) | 2.4 | $2.8M | 49k | 57.91 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.3 | $2.8M | -4% | 15k | 191.56 |
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| Apple (AAPL) | 2.3 | $2.7M | -10% | 10k | 271.86 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 1.9 | $2.3M | -37% | 10k | 219.78 |
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| Wisdomtree Tr Intl Smcap Div (DLS) | 1.9 | $2.2M | 28k | 81.01 |
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| Spdr Series Trust State Street Spd (SPSM) | 1.9 | $2.2M | 48k | 46.86 |
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| JPMorgan Chase & Co. (JPM) | 1.8 | $2.1M | -15% | 6.5k | 322.22 |
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| Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) | 1.6 | $1.9M | -7% | 7.6k | 252.92 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.5 | $1.8M | -19% | 5.6k | 313.80 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $1.6M | -14% | 3.2k | 502.65 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.0 | $1.2M | -3% | 1.9k | 627.13 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.0 | $1.2M | +14% | 46k | 26.23 |
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| Oracle Corporation (ORCL) | 0.9 | $1.1M | -13% | 5.7k | 194.91 |
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| Johnson & Johnson (JNJ) | 0.9 | $1.1M | -13% | 5.4k | 206.95 |
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| NVIDIA Corporation (NVDA) | 0.9 | $1.1M | 5.8k | 186.50 |
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| Visa Com Cl A (V) | 0.9 | $1.0M | -12% | 3.0k | 350.71 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $1.0M | 8.6k | 120.18 |
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| Spdr Series Trust State Street Spd (SPTS) | 0.9 | $1.0M | -13% | 35k | 29.28 |
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| Wal-Mart Stores (WMT) | 0.8 | $960k | -21% | 8.6k | 111.41 |
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| Thermo Fisher Scientific (TMO) | 0.8 | $904k | -14% | 1.6k | 579.45 |
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| TJX Companies (TJX) | 0.6 | $746k | -15% | 4.9k | 153.61 |
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| Costco Wholesale Corporation (COST) | 0.6 | $734k | -14% | 851.00 | 862.34 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $728k | -14% | 6.1k | 120.34 |
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| Danaher Corporation (DHR) | 0.6 | $696k | -11% | 3.0k | 228.92 |
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| Home Depot (HD) | 0.6 | $690k | -10% | 2.0k | 344.10 |
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| Nextera Energy (NEE) | 0.5 | $648k | -11% | 8.1k | 80.28 |
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| Spdr Series Trust State Street Spd (SPAB) | 0.5 | $641k | +16% | 25k | 25.75 |
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| Procter & Gamble Company (PG) | 0.5 | $624k | -10% | 4.4k | 143.31 |
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| Blackrock (BLK) | 0.5 | $623k | -18% | 582.00 | 1070.34 |
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| Lowe's Companies (LOW) | 0.5 | $603k | -13% | 2.5k | 241.16 |
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| International Business Machines (IBM) | 0.5 | $558k | -15% | 1.9k | 296.21 |
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| Amgen (AMGN) | 0.5 | $553k | -17% | 1.7k | 327.31 |
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| Honeywell International (HON) | 0.4 | $532k | -13% | 2.7k | 195.09 |
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| Illinois Tool Works (ITW) | 0.4 | $488k | -15% | 2.0k | 246.30 |
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| Snap-on Incorporated (SNA) | 0.4 | $450k | -14% | 1.3k | 344.60 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $450k | -14% | 2.5k | 183.40 |
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| Bondbloxx Etf Trust Bloomberg Three (XTRE) | 0.4 | $424k | +28% | 8.5k | 49.76 |
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| Verizon Communications (VZ) | 0.3 | $402k | -11% | 9.9k | 40.73 |
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| Vaneck Etf Trust Preferred Securt (PFXF) | 0.3 | $388k | +12% | 22k | 17.66 |
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| Coca-Cola Company (KO) | 0.3 | $369k | -14% | 5.3k | 69.91 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 0.3 | $368k | -9% | 8.9k | 41.36 |
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| Dominion Resources (D) | 0.3 | $355k | -16% | 6.1k | 58.59 |
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| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.3 | $349k | 3.1k | 111.80 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $330k | -18% | 12k | 27.43 |
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| Bondbloxx Etf Trust Bloomberg Two Yr (XTWO) | 0.3 | $312k | +28% | 6.3k | 49.47 |
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| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 0.3 | $304k | +3% | 1.2k | 248.19 |
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| American Express Company (AXP) | 0.3 | $303k | 820.00 | 369.95 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $297k | -13% | 950.00 | 313.00 |
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| Chubb (CB) | 0.2 | $290k | -16% | 930.00 | 312.12 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $271k | +15% | 5.1k | 52.88 |
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| Gilead Sciences (GILD) | 0.2 | $261k | NEW | 2.1k | 122.74 |
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| Chevron Corporation (CVX) | 0.2 | $259k | -14% | 1.7k | 152.41 |
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| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.2 | $258k | +5% | 5.7k | 45.13 |
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| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.2 | $247k | -32% | 8.2k | 30.07 |
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| Spdr Index Shs Fds Portfolio Devlpd (SPDW) | 0.2 | $232k | NEW | 5.2k | 44.41 |
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Past Filings by Tandem Investment Partners
SEC 13F filings are viewable for Tandem Investment Partners going back to 2025
- Tandem Investment Partners 2025 Q4 filed Jan. 21, 2026
- Tandem Investment Partners 2025 Q3 filed Oct. 24, 2025
- Tandem Investment Partners 2025 Q2 filed July 22, 2025