Tandem Investment Partners Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$118.0M
Q ending 2026-03-31
Prior quarter
$118.6M
Q ending 2025-12-31
Change
-0.5% QoQ · +16.5% YoY
Positions
73
reported holdings
Largest positions
All 73 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Vanguard Malvern Fds | VCRB | Shares | $8.1M | 104K |
| State Str Spdr S&P 500 Etf T | SPY | Shares | $7.5M | 12K |
| Spdr Series Trust | SPYM | Shares | $7.2M | 94K |
| Pacer Fds Tr | COWZ | Shares | $6.1M | 97K |
| Vanguard Star Fds | VXUS | Shares | $5.8M | 75K |
| Vanguard World Fd | VGT | Shares | $4.9M | 7K |
| Pacer Fds Tr | COWG | Shares | $4.2M | 124K |
| Vanguard Index Fds | VTI | Shares | $3.9M | 12K |
| State Str Spdr S&P Midcap 40 | MDY | Shares | $3.7M | 6K |
| Vanguard Scottsdale Fds | VCIT | Shares | $3.4M | 41K |
| Spdr Series Trust | FLRN | Shares | $3.3M | 108K |
| Vanguard Scottsdale Fds | VGIT | Shares | $3.2M | 54K |
| Select Sector Spdr Tr | XLV | Shares | $3.2M | 22K |
| Spdr Series Trust | SPMD | Shares | $3.0M | 50K |
| Invesco Qqq Tr | QQQ | Shares | $3.0M | 5K |
| Invesco Exchange Traded Fd T | RSP | Shares | $2.8M | 15K |
| Apple Inc | AAPL | Shares | $2.5M | 10K |
| Microsoft Corp | MSFT | Shares | $2.4M | 6K |
| Spdr Series Trust | SPSM | Shares | $2.3M | 48K |
| Invesco Exch Traded Fd Tr Ii | QQQM | Shares | $1.9M | 8K |
| Jpmorgan Chase & Co | JPM | Shares | $1.9M | 6K |
| Vanguard Whitehall Fds | VYMI | Shares | $1.7M | 18K |
| Alphabet Inc | GOOG | Shares | $1.6M | 5K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $1.5M | 3K |
| American Centy Etf Tr | AVDE | Shares | $1.4M | 17K |
| Vanguard Specialized Funds | VIG | Shares | $1.3M | 6K |
| Schwab Strategic Tr | SCHB | Shares | $1.2M | 48K |
| Johnson & Johnson | JNJ | Shares | $1.2M | 5K |
| Vanguard Index Fds | VOO | Shares | $1.1M | 2K |
| Nvidia Corporation | NVDA | Shares | $1.1M | 6K |
| Ishares Tr | IJR | Shares | $1.0M | 8K |
| Walmart Inc | WMT | Shares | $969K | 8K |
| Spdr Series Trust | SPTS | Shares | $934K | 32K |
| Visa Inc | V | Shares | $908K | 3K |
| Exxon Mobil Corp | XOM | Shares | $856K | 5K |
| Oracle Corp | ORCL | Shares | $842K | 6K |
| Costco Wholesale Corporation | COST | Shares | $758K | 761 |
| Tjx Cos Inc New | TJX | Shares | $755K | 5K |
| Thermo Fisher Scientific Inc | TMO | Shares | $754K | 2K |
| Nextera Energy Inc | NEE | Shares | $720K | 8K |
| Spdr Series Trust | SPAB | Shares | $688K | 27K |
| Home Depot Inc | HD | Shares | $639K | 2K |
| Wisdomtree Tr | DLS | Shares | $625K | 8K |
| Procter & Gamble Co | PG | Shares | $595K | 4K |
| Danaher Corp Del | DHR | Shares | $583K | 3K |
| Honeywell Intl Inc | HONGBP | Shares | $556K | 2K |
| Amgen Inc | AMGN | Shares | $543K | 2K |
| Lowes Cos Inc | LOW | Shares | $534K | 2K |
| International Business Machs | IBM | Shares | $495K | 2K |
| Blackrock Inc | BLK | Shares | $489K | 508 |
| Verizon Communications Inc | VZ | Shares | $459K | 9K |
| Bondbloxx Etf Trust | XTRE | Shares | $448K | 9K |
| Rtx Corporation | RTX | Shares | $439K | 2K |
| Illinois Tool Wks Inc | ITW | Shares | $405K | 2K |
| Vaneck Etf Trust | PFXF | Shares | $390K | 22K |
| Snap On Inc | SNA | Shares | $381K | 1K |
| Dominion Energy Inc | D | Shares | $377K | 6K |
| Coca Cola Co | KO | Shares | $377K | 5K |
| Schwab Strategic Tr | SCHD | Shares | $360K | 12K |
| Vanguard Admiral Fds Inc | IVOO | Shares | $357K | 3K |
| Northern Lts Fd Tr Iv | PTL | Shares | $356K | 1K |
| Chevron Corporation | CVX | Shares | $345K | 2K |
| Gilead Sciences Inc | GILD | Shares | $317K | 2K |
| Chubb Ltd Switz | Shares | $300K | 920 | |
| Bondbloxx Etf Trust | XTWO | Shares | $296K | 6K |
| Ishares Tr | IGSB | Shares | $290K | 6K |
| Schwab Strategic Tr | SCHM | Shares | $269K | 9K |
| Alphabet Inc | GOOGL | Shares | $250K | 870 |
| Spdr Index Shs Fds | SPDW | Shares | $248K | 5K |
| American Express Co | AXP | Shares | $248K | 820 |
| Northern Lts Fd Tr Iv | BIBL | Shares | $233K | 5K |
| Disney Walt Co | DIS | Shares | $217K | 2K |
| Calamos Conv & High Income F | XCHYX | Shares | $112K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.