Institutional
Tandem Investment Partners LLC
CIK 0002056333
$129.7M
Reported AUM
76
Positions
Q2 2026
Period
2026-07-27
Filed
Editorial summary
Summary for Tandem Investment Partners LLC · Q2 2026 is not yet generated. It will appear here after the next nightly run.
Portfolio · Q2 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VCRB | VANGUARD MALVERN FDS | $76.07 | -0.01% | 2.34% | 9.83% | $8.6M | 6.63% | — | HELD |
| 2 | SPYM | SPDR SERIES TRUST | $87.31 | 1.61% | 18.80% | 73.56% | $8.5M | 6.53% | — | HELD |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $741.69 | 1.68% | 18.63% | 72.84% | $8.2M | 6.35% | — | HELD |
| 4 | VXUS | VANGUARD STAR FDS | $84.77 | 2.89% | 27.83% | 50.47% | $6.5M | 5.01% | — | HELD |
| 5 | COWZ | PACER FDS TR | $66.78 | -1.59% | 25.58% | 65.89% | $6.1M | 4.72% | — | HELD |
| 6 | VGT | VANGUARD WORLD FD | $113.58 | 4.97% | 35.33% | 120.11% | $5.8M | 4.49% | — | HELD |
| 7 | COWG | PACER FDS TR | $37.83 | 2.52% | 10.18% | 86.44% | $5.1M | 3.94% | — | HELD |
| 8 | MDY | STATE STR SPDR S&P MIDCAP 40 | $687.19 | 0.89% | 21.47% | 44.20% | $4.2M | 3.21% | — | HELD |
| 9 | VTI | VANGUARD INDEX FDS | $366.27 | 1.62% | 19.26% | 65.80% | $4.0M | 3.09% | — | HELD |
| 10 | XLV | SELECT SECTOR SPDR TR | $163.52 | -1.64% | 28.99% | 33.33% | $3.8M | 2.89% | — | HELD |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $81.38 | 0.15% | 2.20% | 3.60% | $3.6M | 2.79% | — | HELD |
| 12 | SPMD | SPDR SERIES TRUST | $66.03 | 0.87% | 21.90% | 46.10% | $3.5M | 2.67% | — | HELD |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | $58.45 | 0.03% | 1.25% | -0.79% | $3.4M | 2.65% | — | HELD |
| 14 | FLRN | SPDR SERIES TRUST | $30.85 | 0.06% | 4.45% | 23.38% | $3.4M | 2.62% | — | HELD |
| 15 | QQQ | INVESCO QQQ TR | — | — | 20.05% | 79.46% | $3.3M | 2.55% | — | HELD |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $215.38 | -0.16% | 19.83% | 48.78% | $3.1M | 2.40% | — | HELD |
| 17 | AAPL | APPLE INC | $333.43 | -1.41% | 65.41% | 124.96% | $2.9M | 2.21% | — | HELD |
| 18 | SPSM | SPDR SERIES TRUST | $56.57 | 0.84% | 34.89% | 39.46% | $2.8M | 2.13% | — | HELD |
| 19 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $2.4M | 1.88% | — | HELD |
| 20 | QNDX | SPDR SERIES TRUST | $23.14 | 3.21% | -3.62% | — | $2.3M | 1.81% | — | HELD |
| 21 | JPM | JPMORGAN CHASE & CO | $350.85 | 1.78% | 21.40% | 144.23% | $2.0M | 1.54% | — | HELD |
| 22 | VYMI | VANGUARD WHITEHALL FDS | $104.09 | 2.08% | 32.61% | 87.50% | $2.0M | 1.52% | — | HELD |
| 23 | GOOG | ALPHABET INC | $333.68 | -0.62% | 77.27% | 132.86% | $1.7M | 1.32% | — | HELD |
| 24 | AVDE | AMERICAN CENTY ETF TR | $91.63 | 2.59% | 27.76% | 64.00% | $1.7M | 1.32% | — | HELD |
| 25 | VOO | VANGUARD INDEX FDS | $681.79 | 1.66% | 20.72% | 76.33% | $1.7M | 1.29% | — | HELD |
| 26 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.6M | 1.20% | — | HELD |
| 27 | SCHB | SCHWAB STRATEGIC TR | $28.68 | 1.63% | 20.17% | 67.61% | $1.4M | 1.10% | — | HELD |
| 28 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | 9.52% | 751.61% | $1.2M | 0.95% | — | HELD |
| 29 | VIG | VANGUARD SPECIALIZED FUNDS | $240.06 | 0.63% | 18.96% | 61.34% | $1.1M | 0.88% | — | HELD |
| 30 | IJR | ISHARES TR | $145.50 | 0.82% | 34.80% | 39.06% | $1.1M | 0.88% | — | HELD |
| 31 | JNJ | JOHNSON & JOHNSON | $255.82 | -3.66% | — | — | $1.1M | 0.84% | — | HELD |
| 32 | V | VISA INC | $366.27 | -0.67% | — | — | $1.1M | 0.81% | — | HELD |
| 33 | SPTS | SPDR SERIES TRUST | $28.97 | 0.00% | — | — | $916K | 0.71% | — | HELD |
| 34 | WMT | WALMART INC | $111.10 | -2.73% | — | — | $862K | 0.66% | — | HELD |
| 35 | ORCL | ORACLE CORP | $127.56 | 8.34% | — | — | $829K | 0.64% | — | HELD |
| 36 | SPAB | SPDR SERIES TRUST | $25.16 | 0.00% | — | — | $783K | 0.60% | — | HELD |
| 37 | TMO | THERMO FISHER SCIENTIFIC INC | $576.77 | 0.05% | — | — | $772K | 0.60% | — | HELD |
| 38 | HD | HOME DEPOT INC | $333.35 | -1.45% | — | — | $687K | 0.53% | — | HELD |
| 39 | NEE | NEXTERA ENERGY INC | $87.93 | -0.60% | — | — | $682K | 0.53% | — | HELD |
| 40 | XOM | EXXON MOBIL CORP | $156.97 | 0.14% | — | — | $676K | 0.52% | — | HELD |
| 41 | COST | COSTCO WHOLESALE CORPORATION | $954.17 | -2.04% | — | — | $645K | 0.50% | — | HELD |
| 42 | TJX | TJX COS INC NEW | $159.26 | -1.47% | — | — | $633K | 0.49% | — | HELD |
| 43 | PG | PROCTER & GAMBLE CO | $143.96 | -1.46% | — | — | $607K | 0.47% | — | HELD |
| 44 | DHR | DANAHER CORP DEL | $196.17 | -0.16% | — | — | $601K | 0.46% | — | HELD |
| 45 | AXP | AMERICAN EXPRESS CO | $337.52 | 1.82% | — | — | $597K | 0.46% | — | HELD |
| 46 | IBM | INTERNATIONAL BUSINESS MACHS | $221.74 | -2.08% | — | — | $575K | 0.44% | — | HELD |
| 47 | DLS | WISDOMTREE TR | $86.31 | 2.25% | — | — | $505K | 0.39% | — | HELD |
| 48 | PTL | NORTHERN LTS FD TR IV | $278.20 | 1.63% | — | — | $491K | 0.38% | — | HELD |
| 49 | AMGN | AMGEN INC | $387.64 | 0.00% | — | — | $488K | 0.38% | — | HELD |
| 50 | BLK | BLACKROCK INC | $1098.37 | 1.78% | — | — | $475K | 0.37% | — | HELD |
| 51 | LOW | LOWES COS INC | $210.08 | -2.60% | — | — | $435K | 0.34% | — | HELD |
| 52 | RTX | RTX CORPORATION | $214.38 | -0.40% | — | — | $432K | 0.33% | — | HELD |
| 53 | D | DOMINION ENERGY INC | $69.73 | -1.16% | — | — | $425K | 0.33% | — | HELD |
| 54 | ITW | ILLINOIS TOOL WKS INC | $283.70 | -2.99% | — | — | $421K | 0.32% | — | HELD |
| 55 | KO | COCA COLA CO | $88.49 | -0.66% | — | — | $412K | 0.32% | — | HELD |
| 56 | SCHD | SCHWAB STRATEGIC TR | $33.41 | -1.24% | — | — | $406K | 0.31% | — | HELD |
| 57 | PFXF | VANECK ETF TRUST | $17.61 | 1.67% | — | — | $399K | 0.31% | — | HELD |
| 58 | VZ | VERIZON COMMUNICATIONS INC | $46.11 | -2.35% | — | — | $398K | 0.31% | — | HELD |
| 59 | PNR | PENTAIR PLC | $66.17 | -0.63% | — | — | $388K | 0.30% | — | HELD |
| 60 | IVOO | VANGUARD ADMIRAL FDS INC | $127.46 | 0.81% | — | — | $385K | 0.30% | — | HELD |
| 61 | XTRE | BONDBLOXX ETF TRUST | $48.84 | 0.05% | — | — | $382K | 0.29% | — | HELD |
| 62 | SCHM | SCHWAB STRATEGIC TR | $34.79 | 1.90% | — | — | $339K | 0.26% | — | HELD |
| 63 | CB | CHUBB LIMITED | $350.15 | -3.25% | — | — | $334K | 0.26% | — | HELD |
| 64 | BIBL | NORTHERN LTS FD TR IV | $54.04 | 1.56% | — | — | $333K | 0.26% | — | HELD |
| 65 | IGSB | ISHARES TR | $52.18 | 0.08% | — | — | $330K | 0.25% | — | HELD |
| 66 | GILD | GILEAD SCIENCES INC | $131.28 | -1.09% | — | — | $303K | 0.23% | — | HELD |
| 67 | SPDW | SPDR INDEX SHS FDS | $50.42 | 3.05% | — | — | $297K | 0.23% | — | HELD |
| 68 | CAH | CARDINAL HEALTH INC | $227.07 | -0.89% | — | — | $290K | 0.22% | — | HELD |
| 69 | CVX | CHEVRON CORPORATION | $192.31 | 0.23% | — | — | $277K | 0.21% | — | HELD |
| 70 | HON | HONEYWELL INTL INC | $241.91 | 0.33% | — | — | $271K | 0.21% | — | HELD |
| 71 | HONA | HONEYWELL AEROSPACE INC | $204.32 | -0.42% | — | — | $268K | 0.21% | — | HELD |
| 72 | BKNG | BOOKING HOLDINGS INC | $193.24 | -4.00% | — | — | $251K | 0.19% | — | HELD |
| 73 | XTWO | BONDBLOXX ETF TRUST | $48.88 | 0.02% | — | — | $248K | 0.19% | — | HELD |
| 74 | DIS | DISNEY WALT CO | $96.16 | -2.36% | — | — | $230K | 0.18% | — | HELD |
| 75 | AMZN | AMAZON COM INC | $235.50 | 3.90% | — | — | $203K | 0.16% | — | HELD |
| 76 | XCHYX | CALAMOS CONV & HIGH INCOME F | $12.65 | 3.52% | — | — | $170K | 0.13% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002827. 13F discloses long positions only — shorts, foreign equities, and options are excluded.