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 | $76.08 | -0.30% | 2.65% | 10.17% | $8.6M | 6.63% | — | HELD |
| 2 | SPYM | SPDR SERIES TRUST | $85.93 | -1.45% | 20.54% | 76.10% | $8.5M | 6.53% | — | HELD |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T | $729.46 | -1.54% | 20.48% | 75.54% | $8.2M | 6.35% | — | HELD |
| 4 | VXUS | VANGUARD STAR FDS | $82.39 | -1.03% | 25.54% | 47.77% | $6.5M | 5.01% | — | HELD |
| 5 | COWZ | PACER FDS TR | $67.86 | 0.50% | 24.95% | 65.06% | $6.1M | 4.72% | — | HELD |
| 6 | VGT | VANGUARD WORLD FD | $108.20 | -2.41% | 28.92% | 109.69% | $5.8M | 4.49% | — | HELD |
| 7 | COWG | PACER FDS TR | $36.90 | -0.68% | 7.73% | 82.30% | $5.1M | 3.94% | — | HELD |
| 8 | MDY | STATE STR SPDR S&P MIDCAP 40 | $681.16 | -1.70% | 23.58% | 46.70% | $4.2M | 3.21% | — | HELD |
| 9 | VTI | VANGUARD INDEX FDS | $360.42 | -1.52% | 21.10% | 68.36% | $4.0M | 3.09% | — | HELD |
| 10 | XLV | SELECT SECTOR SPDR TR | $166.24 | -0.61% | 29.78% | 34.14% | $3.8M | 2.89% | — | HELD |
| 11 | VCIT | VANGUARD SCOTTSDALE FDS | $81.26 | -0.31% | 2.51% | 3.92% | $3.6M | 2.79% | — | HELD |
| 12 | SPMD | SPDR SERIES TRUST | $65.46 | -1.74% | 24.06% | 48.69% | $3.5M | 2.67% | — | HELD |
| 13 | VGIT | VANGUARD SCOTTSDALE FDS | $58.43 | -0.19% | 1.44% | -0.60% | $3.4M | 2.65% | — | HELD |
| 14 | FLRN | SPDR SERIES TRUST | $30.83 | 0.00% | 4.45% | 23.38% | $3.4M | 2.62% | — | HELD |
| 15 | QQQ | INVESCO QQQ TR | $661.73 | -2.04% | 22.54% | 83.19% | $3.3M | 2.55% | — | HELD |
| 16 | RSP | INVESCO EXCHANGE TRADED FD T | $215.73 | -0.90% | 21.73% | 51.17% | $3.1M | 2.40% | — | HELD |
| 17 | AAPL | APPLE INC | $338.19 | -0.56% | 67.77% | 128.17% | $2.9M | 2.21% | — | HELD |
| 18 | SPSM | SPDR SERIES TRUST | $56.10 | -1.39% | 36.79% | 41.42% | $2.8M | 2.13% | — | HELD |
| 19 | MSFT | MICROSOFT CORP | $390.54 | -0.71% | -24.89% | 34.54% | $2.4M | 1.88% | — | HELD |
| 20 | QNDX | SPDR SERIES TRUST | $22.42 | -2.01% | -6.62% | — | $2.3M | 1.81% | — | HELD |
| 21 | JPM | JPMORGAN CHASE & CO | $344.71 | -3.53% | 25.84% | 153.16% | $2.0M | 1.54% | — | HELD |
| 22 | VYMI | VANGUARD WHITEHALL FDS | $101.97 | -0.46% | 33.22% | 88.36% | $2.0M | 1.52% | — | HELD |
| 23 | GOOG | ALPHABET INC | $335.76 | 0.95% | 75.60% | 130.67% | $1.7M | 1.32% | — | HELD |
| 24 | AVDE | AMERICAN CENTY ETF TR | $89.32 | -0.63% | 25.01% | 60.48% | $1.7M | 1.32% | — | HELD |
| 25 | VOO | VANGUARD INDEX FDS | $670.63 | -1.52% | 18.74% | 73.44% | $1.7M | 1.29% | — | HELD |
| 26 | BRK/B | BERKSHIRE HATHAWAY INC DEL | — | — | — | — | $1.6M | 1.20% | — | HELD |
| 27 | SCHB | SCHWAB STRATEGIC TR | $28.22 | -1.54% | 19.77% | 67.04% | $1.4M | 1.10% | — | HELD |
| 28 | NVDA | NVIDIA CORPORATION | $190.01 | -3.55% | 13.56% | 782.99% | $1.2M | 0.95% | — | HELD |
| 29 | VIG | VANGUARD SPECIALIZED FUNDS | $238.56 | -1.32% | 19.72% | 62.38% | $1.1M | 0.88% | — | HELD |
| 30 | IJR | ISHARES TR | $144.32 | -1.36% | 36.66% | 40.98% | $1.1M | 0.88% | — | HELD |
| 31 | JNJ | JOHNSON & JOHNSON | $265.53 | -0.45% | — | — | $1.1M | 0.84% | — | HELD |
| 32 | V | VISA INC | $368.73 | 0.58% | — | — | $1.1M | 0.81% | — | HELD |
| 33 | SPTS | SPDR SERIES TRUST | $28.97 | 0.07% | — | — | $916K | 0.71% | — | HELD |
| 34 | WMT | WALMART INC | $114.22 | 0.99% | — | — | $862K | 0.66% | — | HELD |
| 35 | ORCL | ORACLE CORP | $117.74 | -1.85% | — | — | $829K | 0.64% | — | HELD |
| 36 | SPAB | SPDR SERIES TRUST | $25.16 | -0.36% | — | — | $783K | 0.60% | — | HELD |
| 37 | TMO | THERMO FISHER SCIENTIFIC INC | $576.46 | 0.01% | — | — | $772K | 0.60% | — | HELD |
| 38 | HD | HOME DEPOT INC | $338.27 | -1.80% | — | — | $687K | 0.53% | — | HELD |
| 39 | NEE | NEXTERA ENERGY INC | $88.46 | -0.92% | — | — | $682K | 0.53% | — | HELD |
| 40 | XOM | EXXON MOBIL CORP | $156.75 | 2.42% | — | — | $676K | 0.52% | — | HELD |
| 41 | COST | COSTCO WHOLESALE CORPORATION | $974.03 | 0.77% | — | — | $645K | 0.50% | — | HELD |
| 42 | TJX | TJX COS INC NEW | $161.63 | 0.52% | — | — | $633K | 0.49% | — | HELD |
| 43 | PG | PROCTER & GAMBLE CO | $146.10 | -1.87% | — | — | $607K | 0.47% | — | HELD |
| 44 | DHR | DANAHER CORP DEL | $196.49 | -1.29% | — | — | $601K | 0.46% | — | HELD |
| 45 | AXP | AMERICAN EXPRESS CO | $331.50 | -1.52% | — | — | $597K | 0.46% | — | HELD |
| 46 | IBM | INTERNATIONAL BUSINESS MACHS | $226.44 | -0.49% | — | — | $575K | 0.44% | — | HELD |
| 47 | DLS | WISDOMTREE TR | $84.41 | -0.82% | — | — | $505K | 0.39% | — | HELD |
| 48 | PTL | NORTHERN LTS FD TR IV | $273.73 | -1.45% | — | — | $491K | 0.38% | — | HELD |
| 49 | AMGN | AMGEN INC | $387.64 | -1.39% | — | — | $488K | 0.38% | — | HELD |
| 50 | BLK | BLACKROCK INC | $1079.19 | -1.67% | — | — | $475K | 0.37% | — | HELD |
| 51 | LOW | LOWES COS INC | $215.68 | -1.17% | — | — | $435K | 0.34% | — | HELD |
| 52 | RTX | RTX CORPORATION | $215.25 | -1.52% | — | — | $432K | 0.33% | — | HELD |
| 53 | D | DOMINION ENERGY INC | $70.55 | -0.10% | — | — | $425K | 0.33% | — | HELD |
| 54 | ITW | ILLINOIS TOOL WKS INC | $292.45 | -0.92% | — | — | $421K | 0.32% | — | HELD |
| 55 | KO | COCA COLA CO | $89.08 | 0.92% | — | — | $412K | 0.32% | — | HELD |
| 56 | SCHD | SCHWAB STRATEGIC TR | $33.83 | -0.18% | — | — | $406K | 0.31% | — | HELD |
| 57 | PFXF | VANECK ETF TRUST | $17.32 | -1.20% | — | — | $399K | 0.31% | — | HELD |
| 58 | VZ | VERIZON COMMUNICATIONS INC | $47.22 | -2.01% | — | — | $398K | 0.31% | — | HELD |
| 59 | PNR | PENTAIR PLC | $66.59 | -0.27% | — | — | $388K | 0.30% | — | HELD |
| 60 | IVOO | VANGUARD ADMIRAL FDS INC | $126.44 | -1.73% | — | — | $385K | 0.30% | — | HELD |
| 61 | XTRE | BONDBLOXX ETF TRUST | $48.81 | -0.01% | — | — | $382K | 0.29% | — | HELD |
| 62 | SCHM | SCHWAB STRATEGIC TR | $34.14 | -1.95% | — | — | $339K | 0.26% | — | HELD |
| 63 | CB | CHUBB LIMITED | $361.90 | -0.44% | — | — | $334K | 0.26% | — | HELD |
| 64 | BIBL | NORTHERN LTS FD TR IV | $53.21 | -2.85% | — | — | $333K | 0.26% | — | HELD |
| 65 | IGSB | ISHARES TR | $52.14 | 0.02% | — | — | $330K | 0.25% | — | HELD |
| 66 | GILD | GILEAD SCIENCES INC | $132.73 | -1.18% | — | — | $303K | 0.23% | — | HELD |
| 67 | SPDW | SPDR INDEX SHS FDS | $48.93 | -0.77% | — | — | $297K | 0.23% | — | HELD |
| 68 | CAH | CARDINAL HEALTH INC | $229.12 | -1.46% | — | — | $290K | 0.22% | — | HELD |
| 69 | CVX | CHEVRON CORPORATION | $191.86 | 2.28% | — | — | $277K | 0.21% | — | HELD |
| 70 | HON | HONEYWELL INTL INC | $241.12 | -2.40% | — | — | $271K | 0.21% | — | HELD |
| 71 | HONA | HONEYWELL AEROSPACE INC | $205.19 | -4.96% | — | — | $268K | 0.21% | — | HELD |
| 72 | BKNG | BOOKING HOLDINGS INC | $201.30 | 1.00% | — | — | $251K | 0.19% | — | HELD |
| 73 | XTWO | BONDBLOXX ETF TRUST | $48.87 | 0.09% | — | — | $248K | 0.19% | — | HELD |
| 74 | DIS | DISNEY WALT CO | $98.48 | -0.41% | — | — | $230K | 0.18% | — | HELD |
| 75 | AMZN | AMAZON COM INC | $226.65 | -1.82% | — | — | $203K | 0.16% | — | HELD |
| 76 | XCHYX | CALAMOS CONV & HIGH INCOME F | $12.22 | -1.93% | — | — | $170K | 0.13% | — | HELD |
Source: SEC EDGAR · accession 0001172661-26-002827. 13F discloses long positions only — shorts, foreign equities, and options are excluded.