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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 VCRB, SPY, SPYM, COWZ, VXUS, and represent 29.35% of Tandem Investment Partners's stock portfolio.
Added to shares of these 10 stocks: VYMI, AVDE, COWG, VCRB, SPYM, VCIT, VGIT, DIS, FLRN, QQQM.
Started 4 new stock positions in VYMI, CHY, AVDE, DIS.
Reduced shares in these 10 stocks: DLS, VIG, VTI, HEFA, VXUS, SPY, XOM, JNJ, ITW, WMT.
Sold out of its position in HEFA.
Tandem Investment Partners was a net buyer of stock by $1.8M.
Tandem Investment Partners has $118M in assets under management (AUM), dropping by -0.53%.
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 73 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Vanguard Malvern Fds Core Bd Etf (VCRB)	6.8	$8.1M	+9%	104k	77.38	View chart
State Str Spdr S&p 500 Etf T Tr Unit (SPY)	6.4	$7.5M	-2%	12k	650.34	View chart
Spdr Series Trust State Street Spd (SPYM)	6.1	$7.2M	+9%	94k	76.54	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	5.1	$6.1M		97k	62.56	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	4.9	$5.8M	-4%	75k	77.11	View chart
Vanguard World Inf Tech Etf (VGT)	4.1	$4.9M	+2%	7.0k	697.72	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	3.6	$4.2M	+26%	124k	33.74	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	3.3	$3.9M	-8%	12k	320.81	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY)	3.1	$3.7M	-2%	6.0k	616.76	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	2.9	$3.4M	+9%	41k	82.75	View chart
Spdr Series Trust State Street Spd (FLRN)	2.8	$3.3M	+5%	108k	30.78	View chart
Vanguard Scottsdale Fds Inter Term Treas (VGIT)	2.7	$3.2M	+9%	54k	59.55	View chart
Select Sector Spdr Tr State Street Hea (XLV)	2.7	$3.2M	+3%	22k	146.61	View chart
Spdr Series Trust State Street Spd (SPMD)	2.5	$3.0M	+2%	50k	59.22	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	2.5	$3.0M	-2%	5.1k	577.18	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.4	$2.8M		15k	191.92	View chart
Apple (AAPL)	2.1	$2.5M		9.9k	253.79	View chart
Microsoft Corporation (MSFT)	2.0	$2.4M	+5%	6.5k	370.17	View chart
Spdr Series Trust State Street Spd (SPSM)	1.9	$2.3M		48k	48.32	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	1.6	$1.9M	+7%	8.2k	237.62	View chart
JPMorgan Chase & Co. (JPM)	1.6	$1.9M		6.4k	294.16	View chart
Vanguard Whitehall Fds Intl High Etf (VYMI)	1.4	$1.7M	NEW	18k	94.24	View chart
Alphabet Cap Stk Cl C (GOOG)	1.3	$1.6M	-2%	5.5k	286.86	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	1.3	$1.5M		3.1k	479.20	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	1.2	$1.4M	NEW	17k	84.84	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.1	$1.3M	-44%	5.8k	215.06	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	1.0	$1.2M	+4%	48k	25.10	View chart
Johnson & Johnson (JNJ)	1.0	$1.2M	-12%	4.7k	244.44	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	1.0	$1.1M		1.9k	597.55	View chart
NVIDIA Corporation (NVDA)	1.0	$1.1M	+10%	6.4k	174.40	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.9	$1.0M	-4%	8.2k	124.31	View chart
Wal-Mart Stores (WMT)	0.8	$969k	-9%	7.8k	124.28	View chart
Spdr Series Trust State Street Spd (SPTS)	0.8	$934k	-8%	32k	29.18	View chart
Visa Com Cl A (V)	0.8	$908k		3.0k	302.24	View chart
Exxon Mobil Corporation (XOM)	0.7	$856k	-16%	5.0k	169.66	View chart
Oracle Corporation (ORCL)	0.7	$842k		5.7k	147.11	View chart
Costco Wholesale Corporation (COST)	0.6	$758k	-10%	761.00	996.43	View chart
TJX Companies (TJX)	0.6	$755k	-2%	4.7k	159.70	View chart
Thermo Fisher Scientific (TMO)	0.6	$755k		1.5k	491.53	View chart
Nextera Energy (NEE)	0.6	$720k	-4%	7.8k	92.88	View chart
Spdr Series Trust State Street Spd (SPAB)	0.6	$688k	+7%	27k	25.62	View chart
Home Depot (HD)	0.5	$639k	-3%	1.9k	328.89	View chart
Wisdomtree Tr Intl Smcap Div (DLS)	0.5	$625k	-72%	7.7k	81.50	View chart
Procter & Gamble Company (PG)	0.5	$595k	-5%	4.1k	144.44	View chart
Danaher Corporation (DHR)	0.5	$583k		3.1k	189.60	View chart
Honeywell International (HON)	0.5	$556k	-9%	2.5k	226.03	View chart
Amgen (AMGN)	0.5	$543k	-8%	1.5k	351.85	View chart
Lowe's Companies (LOW)	0.5	$534k	-9%	2.3k	236.28	View chart
International Business Machines (IBM)	0.4	$495k	+8%	2.0k	242.39	View chart
Blackrock (BLK)	0.4	$489k	-12%	508.00	961.71	View chart
Verizon Communications (VZ)	0.4	$459k	-7%	9.2k	50.20	View chart
Bondbloxx Etf Trust Bloomberg Three (XTRE)	0.4	$448k	+6%	9.1k	49.51	View chart
Raytheon Technologies Corp (RTX)	0.4	$439k	-7%	2.3k	192.90	View chart
Illinois Tool Works (ITW)	0.3	$405k	-21%	1.6k	260.29	View chart
Vaneck Etf Trust Preferred Securt (PFXF)	0.3	$390k		22k	17.54	View chart
Snap-on Incorporated (SNA)	0.3	$381k	-19%	1.1k	363.22	View chart
Dominion Resources (D)	0.3	$377k		6.1k	61.82	View chart
Coca-Cola Company (KO)	0.3	$377k	-6%	5.0k	76.05	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$360k	-2%	12k	30.68	View chart
Vanguard Admiral Fds Midcp 400 Idx (IVOO)	0.3	$357k		3.1k	114.32	View chart
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)	0.3	$356k	+15%	1.4k	250.55	View chart
Chevron Corporation (CVX)	0.3	$345k		1.7k	206.90	View chart
Gilead Sciences (GILD)	0.3	$317k	+6%	2.3k	139.36	View chart
Chubb (CB)	0.3	$300k		920.00	325.93	View chart
Bondbloxx Etf Trust Bloomberg Two Yr (XTWO)	0.3	$296k	-4%	6.0k	49.29	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.2	$290k	+7%	5.5k	52.56	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	0.2	$269k	+5%	8.7k	30.96	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$250k	-8%	870.00	287.56	View chart
Spdr Index Shs Fds State Street Spd (SPDW)	0.2	$248k	+4%	5.4k	45.65	View chart
American Express Company (AXP)	0.2	$248k		820.00	302.48	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	0.2	$233k	-13%	4.9k	47.15	View chart
Walt Disney Company (DIS)	0.2	$217k	NEW	2.3k	96.38	View chart
Calamos Conv & High Income F Com Shs (CHY)	0.1	$112k	NEW	10k	10.89	View chart

Past Filings by Tandem Investment Partners

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

Tandem Investment Partners 2026 Q1 filed May 13, 2026
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

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