Tandem Investment Partners

Tandem Investment Partners as of June 30, 2025

Portfolio Holdings for Tandem Investment Partners

Tandem Investment Partners holds 69 positions in its portfolio as reported in the June 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 $7.5M 12k 617.85
Spdr Series Trust Portfolio S&p500 (SPLG) 5.7 $6.5M 89k 72.69
Vanguard Malvern Fds Core Bd Etf (VCRB) 5.2 $6.0M 77k 77.58
Vanguard Specialized Funds Div App Etf (VIG) 5.0 $5.8M 28k 204.67
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 5.0 $5.7M 83k 69.09
Pacer Fds Tr Us Cash Cows 100 (COWZ) 4.7 $5.4M 98k 55.10
Vanguard World Inf Tech Etf (VGT) 4.5 $5.2M 7.8k 663.28
Vanguard Index Fds Total Stk Mkt (VTI) 4.0 $4.6M 15k 303.93
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 3.1 $3.6M 6.4k 566.48
Microsoft Corporation (MSFT) 2.9 $3.3M 6.6k 497.41
Invesco Qqq Tr Unit Ser 1 (QQQ) 2.8 $3.2M 5.9k 551.64
Spdr Series Trust Bloomberg Invt (FLRN) 2.7 $3.1M 99k 30.83
Select Sector Spdr Tr Sbi Healthcare (XLV) 2.5 $2.9M 22k 134.79
Vanguard Scottsdale Fds Int-term Corp (VCIT) 2.4 $2.8M 33k 82.92
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 2.4 $2.7M 15k 181.74
Spdr Series Trust Portfolio S&p400 (SPMD) 2.3 $2.7M 49k 54.38
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 2.2 $2.6M 43k 59.81
Apple (AAPL) 2.0 $2.3M 11k 205.17
JPMorgan Chase & Co. (JPM) 2.0 $2.3M 7.8k 289.91
Wisdomtree Tr Intl Smcap Div (DLS) 1.9 $2.1M 28k 75.11
Spdr Series Trust Portfolio S&p600 (SPSM) 1.7 $1.9M 46k 42.60
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.7 $1.9M 8.4k 227.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.6 $1.8M 3.8k 485.77
Oracle Corporation (ORCL) 1.4 $1.6M 7.5k 218.63
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.3M 7.3k 177.39
Visa Com Cl A (V) 1.0 $1.2M 3.4k 355.05
Vanguard Index Fds S&p 500 Etf Shs (VOO) 1.0 $1.2M 2.1k 568.03
Wal-Mart Stores (WMT) 0.9 $1.1M 11k 97.78
Vanguard World Utilities Etf (VPU) 0.9 $979k 5.5k 176.51
Ishares Tr Core S&p Scp Etf (IJR) 0.8 $974k 8.9k 109.29
Johnson & Johnson (JNJ) 0.8 $971k 6.4k 152.75
Costco Wholesale Corporation (COST) 0.8 $969k 979.00 989.94
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.8 $958k 40k 23.83
NVIDIA Corporation (NVDA) 0.8 $929k 5.9k 157.99
Home Depot (HD) 0.7 $837k 2.3k 366.64
Procter & Gamble Company (PG) 0.7 $785k 4.9k 159.32
Exxon Mobil Corporation (XOM) 0.7 $762k 7.1k 107.80
Blackrock (BLK) 0.7 $752k 717.00 1049.25
Thermo Fisher Scientific (TMO) 0.6 $738k 1.8k 405.46
TJX Companies (TJX) 0.6 $734k 5.9k 123.49
Honeywell International (HON) 0.6 $731k 3.1k 232.88
Danaher Corporation (DHR) 0.6 $684k 3.5k 197.54
International Business Machines (IBM) 0.6 $663k 2.2k 294.78
Lowe's Companies (LOW) 0.6 $659k 3.0k 221.87
Illinois Tool Works (ITW) 0.5 $579k 2.3k 247.25
Amgen (AMGN) 0.5 $572k 2.0k 279.21
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.5 $571k 5.7k 100.69
Spdr Series Trust Portfolio Agrgte (SPAB) 0.4 $514k 20k 25.60
Verizon Communications (VZ) 0.4 $486k 11k 43.27
Snap-on Incorporated (SNA) 0.4 $484k 1.6k 311.18
UnitedHealth (UNH) 0.4 $436k 1.4k 311.97
Coca-Cola Company (KO) 0.4 $429k 6.1k 70.75
Ishares Tr Hdg Msci Eafe (HEFA) 0.4 $429k 11k 37.96
Spdr Series Trust Portfolio Sh Tsr (SPTS) 0.4 $429k 15k 29.29
Raytheon Technologies Corp (RTX) 0.4 $421k 2.9k 146.02
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.3 $370k 14k 26.50
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $353k 800.00 440.65
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 0.3 $340k 12k 28.05
Vaneck Etf Trust Preferred Securt (PFXF) 0.3 $337k 20k 17.12
Vanguard Admiral Fds Midcp 400 Idx (IVOO) 0.3 $328k 3.1k 104.98
Chevron Corporation (CVX) 0.2 $286k 2.0k 143.19
Pfizer (PFE) 0.2 $282k 12k 24.24
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL) 0.2 $271k 1.2k 229.30
American Express Company (AXP) 0.2 $262k 820.00 318.98
Bondbloxx Etf Trust Bloomberg Three (XTRE) 0.2 $256k 5.1k 49.78
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $218k 4.1k 52.76
Nextera Energy (NEE) 0.2 $215k 3.1k 69.42
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL) 0.2 $211k 5.1k 41.33
Alphabet Cap Stk Cl A (GOOGL) 0.2 $208k 1.2k 176.23