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Tandem Investment Partners LLC

Q2 2026 · 13F-HR

Tandem Investment Partners LLCholdings as filed

Filed 2026-07-27 · accession 0001172661-26-002827

$129.7M
Reported value
76
Positions
2026-06-30
Period end
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Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
922020748VCRBVANGUARD MALVERN FDS$8.6M6.63%111,462CommonNONE
78464A854SPYMSPDR SERIES TRUST$8.5M6.53%96,466CommonNONE
78462F103SPYSTATE STR SPDR S&P 500 ETF T$8.2M6.35%11,028CommonNONE
921909768VXUSVANGUARD STAR FDS$6.5M5.01%75,973CommonNONE
69374H881COWZPACER FDS TR$6.1M4.72%98,477CommonNONE
92204A702VGTVANGUARD WORLD FD$5.8M4.49%48,735CommonNONE
69374H360COWGPACER FDS TR$5.1M3.94%127,475CommonNONE
78467Y107MDYSTATE STR SPDR S&P MIDCAP 40$4.2M3.21%5,923CommonNONE
922908769VTIVANGUARD INDEX FDS$4.0M3.09%10,838CommonNONE
81369Y209XLVSELECT SECTOR SPDR TR$3.8M2.89%23,650CommonNONE
92206C870VCITVANGUARD SCOTTSDALE FDS$3.6M2.79%43,720CommonNONE
78464A847SPMDSPDR SERIES TRUST$3.5M2.67%51,340CommonNONE
92206C706VGITVANGUARD SCOTTSDALE FDS$3.4M2.65%58,344CommonNONE
78468R200FLRNSPDR SERIES TRUST$3.4M2.62%110,235CommonNONE
46090E103QQQINVESCO QQQ TR$3.3M2.55%4,500CommonNONE
46137V357RSPINVESCO EXCHANGE TRADED FD T$3.1M2.40%14,660CommonNONE
037833100AAPLAPPLE INC$2.9M2.21%9,901CommonNONE
78468R853SPSMSPDR SERIES TRUST$2.8M2.13%47,875CommonNONE
594918104MSFTMICROSOFT CORP$2.4M1.88%6,526CommonNONE
78468R390QNDXSPDR SERIES TRUST$2.3M1.81%94,010CommonNONE
46625H100JPMJPMORGAN CHASE & CO$2.0M1.54%6,095CommonNONE
921946794VYMIVANGUARD WHITEHALL FDS$2.0M1.52%20,134CommonNONE
02079K107GOOGALPHABET INC$1.7M1.32%4,855CommonNONE
025072703AVDEAMERICAN CENTY ETF TR$1.7M1.32%19,142CommonNONE
922908363VOOVANGUARD INDEX FDS$1.7M1.29%2,437CommonNONE
084670702BRK/BBERKSHIRE HATHAWAY INC DEL$1.6M1.20%3,110CommonNONE
808524102SCHBSCHWAB STRATEGIC TR$1.4M1.10%49,444CommonNONE
67066G104NVDANVIDIA CORPORATION$1.2M0.95%6,191CommonNONE
921908844VIGVANGUARD SPECIALIZED FUNDS$1.1M0.88%4,825CommonNONE
464287804IJRISHARES TR$1.1M0.88%7,660CommonNONE
478160104JNJJOHNSON & JOHNSON$1.1M0.84%4,294CommonNONE
92826C839VVISA INC$1.1M0.81%3,080CommonNONE
78468R101SPTSSPDR SERIES TRUST$915,8170.71%31,569CommonNONE
931142103WMTWALMART INC$861,9090.66%7,610CommonNONE
68389X105ORCLORACLE CORP$828,7400.64%5,655CommonNONE
78464A649SPABSPDR SERIES TRUST$783,2340.60%30,691CommonNONE
883556102TMOTHERMO FISHER SCIENTIFIC INC$772,0940.60%1,540CommonNONE
437076102HDHOME DEPOT INC$686,6680.53%1,947CommonNONE
65339F101NEENEXTERA ENERGY INC$682,4120.53%7,775CommonNONE
30231G102XOMEXXON MOBIL CORP$676,3540.52%4,947CommonNONE
22160K105COSTCOSTCO WHOLESALE CORPORATION$645,4740.50%690CommonNONE
872540109TJXTJX COS INC NEW$633,2700.49%4,180CommonNONE
742718109PGPROCTER & GAMBLE CO$607,2360.47%4,141CommonNONE
235851102DHRDANAHER CORP DEL$601,1550.46%3,156CommonNONE
025816109AXPAMERICAN EXPRESS CO$597,0110.46%1,765CommonNONE
459200101IBMINTERNATIONAL BUSINESS MACHS$574,7930.44%2,044CommonNONE
97717W760DLSWISDOMTREE TR$504,8350.39%6,025CommonNONE
66537J796PTLNORTHERN LTS FD TR IV$490,6440.38%1,715CommonNONE
031162100AMGNAMGEN INC$488,1380.38%1,348CommonNONE
09290D101BLKBLACKROCK INC$475,0110.37%494CommonNONE
548661107LOWLOWES COS INC$435,4680.34%1,975CommonNONE
75513E101RTXRTX CORPORATION$432,0150.33%2,277CommonNONE
25746U109DDOMINION ENERGY INC$425,1740.33%6,226CommonNONE
452308109ITWILLINOIS TOOL WKS INC$420,5810.32%1,555CommonNONE
191216100KOCOCA COLA CO$411,5510.32%5,064CommonNONE
808524797SCHDSCHWAB STRATEGIC TR$405,5070.31%12,788CommonNONE
92189F429PFXFVANECK ETF TRUST$398,9920.31%22,365CommonNONE
92343V104VZVERIZON COMMUNICATIONS INC$397,9960.31%9,400CommonNONE
G7S00T104PNRPENTAIR PLC$387,5160.30%5,055CommonNONE
921932885IVOOVANGUARD ADMIRAL FDS INC$384,6800.30%2,950CommonNONE
09789C846XTREBONDBLOXX ETF TRUST$381,9440.29%7,790CommonNONE
808524508SCHMSCHWAB STRATEGIC TR$338,8350.26%9,190CommonNONE
H1467J104CBCHUBB LIMITED$334,2660.26%981CommonNONE
66538H534BIBLNORTHERN LTS FD TR IV$333,0990.26%5,755CommonNONE
464288646IGSBISHARES TR$329,5540.25%6,288CommonNONE
375558103GILDGILEAD SCIENCES INC$303,4760.23%2,402CommonNONE
78463X889SPDWSPDR INDEX SHS FDS$296,7470.23%5,889CommonNONE
14149Y108CAHCARDINAL HEALTH INC$289,8230.22%1,220CommonNONE
166764100CVXCHEVRON CORPORATION$276,6530.21%1,669CommonNONE
438516205HONHONEYWELL INTL INC$270,9190.21%1,210CommonNONE
43849R105HONAHONEYWELL AEROSPACE INC$267,5070.21%1,210CommonNONE
09857L108BKNGBOOKING HOLDINGS INC$250,9620.19%1,408CommonNONE
09789C853XTWOBONDBLOXX ETF TRUST$248,2740.19%5,072CommonNONE
254687106DISDISNEY WALT CO$229,6530.18%2,386CommonNONE
023135106AMZNAMAZON COM INC$202,5890.16%850CommonNONE
12811P108XCHYXCALAMOS CONV & HIGH INCOME F$170,4540.13%12,515CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.