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Tandem Investment Partners

Latest statistics and disclosures from Tandem Investment Partners's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPY, SPLG, VCRB, VXUS, VGT, and represent 27.20% of Tandem Investment Partners's stock portfolio.
Added to shares of these 10 stocks: COWG, SPTS, VCRB, NEE, D, CB, XTWO, VCIT, VGIT, MSFT.
Started 4 new stock positions in COWG, XTWO, CB, D.
Reduced shares in these 10 stocks: VIG, , SGOV, , , ORCL, VGT, VTI, VXUS, QQQ.
Sold out of its positions in SGOV, DIA, UNH, VPU.
Tandem Investment Partners was a net seller of stock by $-709k.
Tandem Investment Partners has $122M in assets under management (AUM), dropping by 6.15%.
Central Index Key (CIK): 0002056333

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Positions held by Tandem Investment Partners consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Tandem Investment Partners

Tandem Investment Partners holds 69 positions in its portfolio as reported in the September 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)	6.6	$8.1M		12k	666.18	View chart
Spdr Series Trust Portfolio S&p500 (SPLG)	5.7	$7.0M		89k	78.34	View chart
Vanguard Malvern Fds Core Bd Etf (VCRB)	5.4	$6.6M	+8%	84k	78.41	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.8	$5.9M	-3%	80k	73.46	View chart
Vanguard World Inf Tech Etf (VGT)	4.6	$5.6M	-3%	7.5k	746.63	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	4.6	$5.6M		98k	57.47	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.9	$4.8M	-4%	15k	328.17	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	3.1	$3.8M		6.3k	596.03	View chart
Vanguard Specialized Funds Div App Etf (VIG)	2.9	$3.6M	-41%	17k	215.79	View chart
Microsoft Corporation (MSFT)	2.9	$3.5M	+2%	6.8k	517.95	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.8	$3.4M	-4%	5.6k	600.37	View chart
Spdr Series Trust Bloomberg Invt (FLRN)	2.6	$3.1M	+2%	102k	30.86	View chart
Select Sector Spdr Tr Sbi Healthcare (XLV)	2.5	$3.0M		22k	139.17	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.4	$2.9M	+5%	35k	84.11	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.4	$2.9M		15k	189.70	View chart
Apple (AAPL)	2.3	$2.8M		11k	254.63	View chart
Spdr Series Trust Portfolio S&p400 (SPMD)	2.3	$2.8M		49k	57.19	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.2	$2.7M	+5%	45k	60.03	View chart
JPMorgan Chase & Co. (JPM)	2.0	$2.4M		7.7k	315.43	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	1.9	$2.4M	NEW	65k	36.30	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	1.8	$2.2M	-3%	27k	79.51	View chart
Spdr Series Trust Portfolio S&p600 (SPSM)	1.8	$2.2M	+2%	47k	46.32	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.7	$2.0M	-3%	8.2k	247.12	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.5	$1.9M		3.7k	502.74	View chart
Oracle Corporation (ORCL)	1.5	$1.9M	-10%	6.7k	281.24	View chart
Alphabet Cap Stk Cl C (GOOG)	1.4	$1.7M	-5%	7.0k	243.55	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.2M	-2%	2.0k	612.38	View chart
Spdr Series Trust Portfolio Sh Tsr (SPTS)	1.0	$1.2M	+176%	40k	29.32	View chart
Visa Com Cl A (V)	1.0	$1.2M		3.4k	341.38	View chart
Johnson & Johnson (JNJ)	1.0	$1.2M		6.2k	185.42	View chart
Wal-Mart Stores (WMT)	0.9	$1.1M		11k	103.06	View chart
NVIDIA Corporation (NVDA)	0.9	$1.1M		5.8k	186.58	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$1.0M		8.8k	118.83	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.8	$1.0M		40k	25.71	View chart
Costco Wholesale Corporation (COST)	0.8	$916k		990.00	925.63	View chart
Home Depot (HD)	0.7	$904k	-2%	2.2k	405.19	View chart
Thermo Fisher Scientific (TMO)	0.7	$884k		1.8k	485.02	View chart
Blackrock (BLK)	0.7	$836k		717.00	1165.87	View chart
TJX Companies (TJX)	0.7	$834k	-2%	5.8k	144.54	View chart
Exxon Mobil Corporation (XOM)	0.7	$798k		7.1k	112.75	View chart
Procter & Gamble Company (PG)	0.6	$752k		4.9k	153.65	View chart
Lowe's Companies (LOW)	0.6	$730k	-2%	2.9k	251.31	View chart
Nextera Energy (NEE)	0.6	$689k	+194%	9.1k	75.49	View chart
Danaher Corporation (DHR)	0.6	$684k		3.5k	198.26	View chart
Honeywell International (HON)	0.5	$665k		3.2k	210.50	View chart
International Business Machines (IBM)	0.5	$630k		2.2k	282.16	View chart
Illinois Tool Works (ITW)	0.5	$608k		2.3k	260.76	View chart
Amgen (AMGN)	0.5	$576k		2.0k	282.20	View chart
Spdr Series Trust Portfolio Agrgte (SPAB)	0.5	$550k	+5%	21k	25.85	View chart
Snap-on Incorporated (SNA)	0.4	$532k		1.5k	346.53	View chart
Verizon Communications (VZ)	0.4	$488k		11k	43.95	View chart
Raytheon Technologies Corp (RTX)	0.4	$479k		2.9k	167.33	View chart
Dominion Resources (D)	0.4	$445k	NEW	7.3k	61.17	View chart
Coca-Cola Company (KO)	0.3	$410k		6.2k	66.32	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$402k	+5%	15k	27.30	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.3	$388k	-13%	9.8k	39.61	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.3	$360k		12k	29.64	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$347k		20k	17.77	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.3	$345k		3.1k	110.38	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.3	$330k	+28%	6.6k	49.84	View chart
Chubb (CB)	0.3	$313k	NEW	1.1k	282.25	View chart
Chevron Corporation (CVX)	0.3	$309k		2.0k	155.29	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.2	$294k		1.2k	249.25	View chart
Pfizer (PFE)	0.2	$290k	-2%	11k	25.48	View chart
American Express Company (AXP)	0.2	$272k		820.00	332.16	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$266k	-7%	1.1k	243.10	View chart
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)	0.2	$243k	NEW	4.9k	49.56	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.2	$241k	+6%	5.4k	44.43	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$235k	+7%	4.4k	53.03	View chart

Past Filings by Tandem Investment Partners

SEC 13F filings are viewable for Tandem Investment Partners going back to 2025

Tandem Investment Partners 2025 Q3 filed Oct. 24, 2025
Tandem Investment Partners 2025 Q2 filed July 22, 2025

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