Tandem Investment Partners

Tandem Investment Partners as of Sept. 30, 2025

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