Tandem Investment Partners
Latest statistics and disclosures from Tandem Investment Partners's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCRB, SPYM, SPY, VXUS, COWZ, and represent 29.24% of Tandem Investment Partners's stock portfolio.
- Added to shares of these 10 stocks: VGT, Spdr Series Trust, VCRB, PNR, VOO, AXP, CAH, XLV, HON, HONA.
- Started 7 new stock positions in Spdr Series Trust, PNR, HON, BKNG, CAH, HONA, AMZN.
- Reduced shares in these 10 stocks: QQQM, Honeywell International, VTI, QQQ, SPY, SNA, GOOGL, VIG, GOOG, DLS.
- Sold out of its positions in GOOGL, Honeywell International, QQQM, SNA.
- Tandem Investment Partners was a net buyer of stock by $6.8M.
- Tandem Investment Partners has $130M in assets under management (AUM), dropping by 10.00%.
- Central Index Key (CIK): 0002056333
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Portfolio Holdings for Tandem Investment Partners
Tandem Investment Partners holds 76 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Malvern Fds Core Bd Etf (VCRB) | 6.6 | $8.6M | +7% | 112k | 77.23 |
|
| Spdr Series Trust St Str P500etf (SPYM) | 6.5 | $8.5M | +2% | 97k | 87.88 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 6.3 | $8.2M | -4% | 11k | 746.77 |
|
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 5.0 | $6.5M | 76k | 85.49 |
|
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 4.7 | $6.1M | 99k | 62.20 |
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| Vanguard World Inf Tech Etf (VGT) | 4.5 | $5.8M | +601% | 49k | 119.52 |
|
| Pacer Fds Tr Us Lrg Cp Cash (COWG) | 3.9 | $5.1M | +2% | 128k | 40.15 |
|
| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 3.2 | $4.2M | 5.9k | 703.34 |
|
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| Vanguard Index Fds Total Stk Mkt (VTI) | 3.1 | $4.0M | -10% | 11k | 370.04 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 2.9 | $3.8M | +7% | 24k | 158.66 |
|
| Vanguard Scottsdale Fds Int-term Corp (VCIT) | 2.8 | $3.6M | +7% | 44k | 82.65 |
|
| Spdr Series Trust St Str P400mid (SPMD) | 2.7 | $3.5M | +2% | 51k | 67.56 |
|
| Vanguard Scottsdale Fds Inter Term Treas (VGIT) | 2.7 | $3.4M | +7% | 58k | 58.98 |
|
| Spdr Series Trust St Str Rate Etf (FLRN) | 2.6 | $3.4M | +2% | 110k | 30.85 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.6 | $3.3M | -12% | 4.5k | 736.40 |
|
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 2.4 | $3.1M | 15k | 212.77 |
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| Apple (AAPL) | 2.2 | $2.9M | 9.9k | 289.36 |
|
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| Spdr Series Trust ST STR SP600 SML (SPSM) | 2.1 | $2.8M | 48k | 57.67 |
|
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| Microsoft Corporation (MSFT) | 1.9 | $2.4M | 6.5k | 373.02 |
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| Spdr Series Trust State Street Spd | 1.8 | $2.3M | NEW | 94k | 24.94 |
|
| JPMorgan Chase & Co. (JPM) | 1.5 | $2.0M | -4% | 6.1k | 327.33 |
|
| Vanguard Whitehall Fds Intl High Etf (VYMI) | 1.5 | $2.0M | +12% | 20k | 98.20 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.3 | $1.7M | -11% | 4.9k | 353.33 |
|
| American Centy Etf Tr Intl Eqt Etf (AVDE) | 1.3 | $1.7M | +14% | 19k | 89.20 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 1.3 | $1.7M | +28% | 2.4k | 686.81 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.2 | $1.6M | 3.1k | 500.39 |
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| Schwab Strategic Tr Us Brd Mkt Etf (SCHB) | 1.1 | $1.4M | +3% | 49k | 28.96 |
|
| NVIDIA Corporation (NVDA) | 1.0 | $1.2M | -3% | 6.2k | 200.09 |
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| Vanguard Specialized Funds Div App Etf (VIG) | 0.9 | $1.1M | -17% | 4.8k | 236.62 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 0.9 | $1.1M | -6% | 7.7k | 148.31 |
|
| Johnson & Johnson (JNJ) | 0.8 | $1.1M | -9% | 4.3k | 253.97 |
|
| Visa Com Cl A (V) | 0.8 | $1.1M | +2% | 3.1k | 343.09 |
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| Spdr Series Trust St Sho Treas Etf (SPTS) | 0.7 | $916k | 32k | 29.01 |
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| Wal-Mart Stores (WMT) | 0.7 | $862k | -2% | 7.6k | 113.26 |
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| Oracle Corporation (ORCL) | 0.6 | $829k | 5.7k | 146.55 |
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| Spdr Series Trust St Str Aggre Etf (SPAB) | 0.6 | $783k | +14% | 31k | 25.52 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $772k | 1.5k | 501.36 |
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| Home Depot (HD) | 0.5 | $687k | 1.9k | 352.68 |
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| Nextera Energy (NEE) | 0.5 | $682k | 7.8k | 87.77 |
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| Exxon Mobil Corporation (XOM) | 0.5 | $676k | 4.9k | 136.72 |
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| Costco Wholesale Corporation (COST) | 0.5 | $646k | -9% | 690.00 | 935.47 |
|
| TJX Companies (TJX) | 0.5 | $633k | -11% | 4.2k | 151.50 |
|
| Procter & Gamble Company (PG) | 0.5 | $607k | 4.1k | 146.64 |
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| Danaher Corporation (DHR) | 0.5 | $601k | +2% | 3.2k | 190.48 |
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| American Express Company (AXP) | 0.5 | $597k | +115% | 1.8k | 338.25 |
|
| International Business Machines (IBM) | 0.4 | $575k | 2.0k | 281.21 |
|
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| Wisdomtree Tr Intl Smcap Div (DLS) | 0.4 | $505k | -21% | 6.0k | 83.79 |
|
| Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) | 0.4 | $491k | +20% | 1.7k | 286.09 |
|
| Amgen (AMGN) | 0.4 | $488k | -12% | 1.3k | 362.12 |
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| Blackrock (BLK) | 0.4 | $475k | -2% | 494.00 | 961.56 |
|
| Lowe's Companies (LOW) | 0.3 | $436k | -12% | 2.0k | 220.49 |
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| Raytheon Technologies Corp (RTX) | 0.3 | $432k | 2.3k | 189.73 |
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| Dominion Resources (D) | 0.3 | $425k | +2% | 6.2k | 68.29 |
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| Illinois Tool Works (ITW) | 0.3 | $421k | 1.6k | 270.47 |
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| Coca-Cola Company (KO) | 0.3 | $412k | +2% | 5.1k | 81.27 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.3 | $406k | +8% | 13k | 31.71 |
|
| Vaneck Etf Trust Preferred Securt (PFXF) | 0.3 | $399k | 22k | 17.84 |
|
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| Verizon Communications (VZ) | 0.3 | $398k | +2% | 9.4k | 42.34 |
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| Pentair SHS (PNR) | 0.3 | $388k | NEW | 5.1k | 76.66 |
|
| Vanguard Admiral Fds Midcp 400 Idx (IVOO) | 0.3 | $385k | -5% | 3.0k | 130.40 |
|
| Bondbloxx Etf Trust Bloomberg Three (XTRE) | 0.3 | $382k | -13% | 7.8k | 49.03 |
|
| Schwab Strategic Tr Us Mid-cap Etf (SCHM) | 0.3 | $339k | +5% | 9.2k | 36.87 |
|
| Chubb (CB) | 0.3 | $334k | +6% | 981.00 | 340.74 |
|
| Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) | 0.3 | $333k | +16% | 5.8k | 57.88 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.3 | $330k | +13% | 6.3k | 52.41 |
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| Gilead Sciences (GILD) | 0.2 | $304k | +5% | 2.4k | 126.34 |
|
| Spdr Index Shs Fds St Str Po Ex Etf (SPDW) | 0.2 | $297k | +8% | 5.9k | 50.39 |
|
| Cardinal Health (CAH) | 0.2 | $290k | NEW | 1.2k | 237.56 |
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| Chevron Corporation (CVX) | 0.2 | $277k | 1.7k | 165.76 |
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| Honeywell International (HON) | 0.2 | $271k | NEW | 1.2k | 223.90 |
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| Honeywell Aerospace (HONA) | 0.2 | $268k | NEW | 1.2k | 221.08 |
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| Booking Holdings (BKNG) | 0.2 | $251k | NEW | 1.4k | 178.24 |
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| Bondbloxx Etf Trust Bloomberg Two Yr (XTWO) | 0.2 | $248k | -15% | 5.1k | 48.95 |
|
| Walt Disney Company (DIS) | 0.2 | $230k | +6% | 2.4k | 96.25 |
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| Amazon (AMZN) | 0.2 | $203k | NEW | 850.00 | 238.34 |
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| Calamos Conv & High Income F Com Shs (CHY) | 0.1 | $171k | +21% | 13k | 13.62 |
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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 2026 Q2 filed July 27, 2026
- 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