Tandem Investment Partners LLC Top Holdings and 13F Report (2025) About Tandem Investment Partners LLCInvestment ActivityTandem Investment Partners LLC has $114.67 million in total holdings as of June 30, 2025.Tandem Investment Partners LLC owns shares of 69 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 7.15% of the portfolio was purchased this quarter.About 1.25% of the portfolio was sold this quarter.This quarter, Tandem Investment Partners LLC has purchased 64 new stocks and bought additional shares in 51 stocks.Tandem Investment Partners LLC sold shares of 9 stocks and completely divested from 0 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $7,528,502SPDR Portfolio S&P 500 ETF $6,490,999VANGUARD MALVERN FDS $5,996,081Vanguard Dividend Appreciation ETF $5,766,987Vanguard Total International Stock ETF $5,697,230 Largest New Holdings this Quarter 922908363 - Vanguard S&P 500 ETF $1,169,006 Holding921932885 - Vanguard S&P Mid-Cap 400 ETF $328,063 Holding66537J796 - NORTHERN LTS FD TR IV $270,574 Holding66538H534 - Inspire 100 ETF $210,783 Holding02079K305 - Alphabet $207,951 Holding Largest Purchases this Quarter Vanguard S&P 500 ETF 2,058 shares (about $1.17M)Pacer US Cash Cows 100 ETF 7,301 shares (about $402.29K)VANGUARD MALVERN FDS 4,926 shares (about $382.16K)Vanguard S&P Mid-Cap 400 ETF 3,125 shares (about $328.06K)Invesco NASDAQ 100 ETF 1,320 shares (about $299.77K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,445 shares (about $892.79K)SPDR S&P MidCap 400 ETF Trust 441 shares (about $249.82K)Invesco QQQ 389 shares (about $214.59K)NVIDIA 168 shares (about $26.54K)Vanguard Total Stock Market ETF 80 shares (about $24.31K) Sector Allocation Over TimeMap of 500 Largest Holdings ofTandem Investment Partners LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$7,528,502$892,793 ▼-10.6%12,1856.6%FinanceSPLGSPDR Portfolio S&P 500 ETF$6,490,999$40,125 ▲0.6%89,2975.7%ETFVANGUARD MALVERN FDS$5,996,081$382,159 ▲6.8%77,2895.2%CORE BD ETFVIGVanguard Dividend Appreciation ETF$5,766,987$37,455 ▲0.7%28,1775.0%ETFVXUSVanguard Total International Stock ETF$5,697,230$93,755 ▲1.7%82,4615.0%ETFCOWZPacer US Cash Cows 100 ETF$5,391,590$402,285 ▲8.1%97,8514.7%ETFVGTVanguard Information Technology ETF$5,179,554$198,984 ▲4.0%7,8094.5%ETFVTIVanguard Total Stock Market ETF$4,599,373$24,314 ▼-0.5%15,1334.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$3,609,611$249,818 ▼-6.5%6,3723.1%ETFMSFTMicrosoft$3,275,445$182,549 ▲5.9%6,5852.9%Computer and TechnologyQQQInvesco QQQ$3,242,540$214,588 ▼-6.2%5,8782.8%FinanceFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$3,058,953$91,565 ▲3.1%99,2202.7%ETFXLVHealth Care Select Sector SPDR Fund$2,895,963$200,163 ▲7.4%21,4852.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,752,529$222,226 ▲8.8%33,1952.4%ETFRSPInvesco S&P 500 Equal Weight ETF$2,748,817$104,500 ▲4.0%15,1252.4%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,681,750$169,394 ▲6.7%49,3152.3%ETFVGITVanguard Intermediate-Term Treasury ETF$2,574,820$211,727 ▲9.0%43,0502.2%ETFAAPLApple$2,312,471$180,550 ▲8.5%11,2712.0%Computer and TechnologyJPMJPMorgan Chase & Co.$2,271,735$220,622 ▲10.8%7,8362.0%FinanceDLSWisdomTree International SmallCap Dividend Fund$2,125,237$52,953 ▲2.6%28,2951.9%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,936,511$119,493 ▲6.6%45,4581.7%ETFQQQMInvesco NASDAQ 100 ETF$1,912,182$299,772 ▲18.6%8,4201.7%ETFBRK.BBerkshire Hathaway$1,826,495$169,048 ▲10.2%3,7601.6%FinanceORCLOracle$1,628,793$126,805 ▲8.4%7,4501.4%Computer and TechnologyGOOGAlphabet$1,301,688$178,987 ▲15.9%7,3381.1%Computer and TechnologyVVisa$1,201,844$133,144 ▲12.5%3,3851.0%Business ServicesVOOVanguard S&P 500 ETF$1,169,006$1,169,006 ▲New Holding2,0581.0%ETFWMTWalmart$1,081,936$130,536 ▲13.7%11,0650.9%Retail/WholesaleVPUVanguard Utilities ETF$978,748$131,500 ▲15.5%5,5450.9%ETFIJRiShares Core S&P Small-Cap ETF$973,774$12,022 ▼-1.2%8,9100.8%ETFJNJJohnson & Johnson$971,032$107,994 ▲12.5%6,3570.8%MedicalCOSTCostco Wholesale$969,151$111,863 ▲13.0%9790.8%Retail/WholesaleSCHBSchwab US Broad Market ETF$957,823$12,892 ▼-1.3%40,1940.8%ETFNVDANVIDIA$929,297$26,542 ▼-2.8%5,8820.8%Computer and TechnologyHDHome Depot$836,672$84,327 ▲11.2%2,2820.7%Retail/WholesalePGProcter & Gamble$784,492$84,440 ▲12.1%4,9240.7%Consumer StaplesXOMExxon Mobil$761,607$108,339 ▲16.6%7,0650.7%EnergyBLACKROCK INC$752,312$100,728 ▲15.5%7170.7%COMTMOThermo Fisher Scientific$738,343$110,691 ▲17.6%1,8210.6%MedicalTJXTJX Companies$734,148$103,114 ▲16.3%5,9450.6%Retail/WholesaleHONHoneywell International$731,010$86,166 ▲13.4%3,1390.6%Multi-Sector ConglomeratesDHRDanaher$683,488$76,053 ▲12.5%3,4600.6%MedicalIBMInternational Business Machines$662,960$85,486 ▲14.8%2,2490.6%Computer and TechnologyLOWLowe's Companies$658,954$95,404 ▲16.9%2,9700.6%Retail/WholesaleITWIllinois Tool Works$578,812$84,065 ▲17.0%2,3410.5%IndustrialsAMGNAmgen$571,543$83,763 ▲17.2%2,0470.5%MedicalSGOViShares 0-3 Month Treasury Bond ETF$570,812$117,707 ▲26.0%5,6690.5%ETFSPABSPDR Portfolio Aggregate Bond ETF$514,099$7,962 ▲1.6%20,0820.4%ETFVZVerizon Communications$486,138$51,275 ▲11.8%11,2350.4%Computer and TechnologySNASnap-On$483,885$74,683 ▲18.3%1,5550.4%Consumer DiscretionaryUNHUnitedHealth Group$435,822$77,992 ▲21.8%1,3970.4%MedicalKOCocaCola$429,382$64,736 ▲17.8%6,0690.4%Consumer StaplesHEFAiShares Currency Hedged MSCI EAFE ETF$428,9480.0%11,3000.4%ETFSPTSSPDR Portfolio Short Term Treasury ETF$428,659$73,020 ▲20.5%14,6350.4%ETFRTXRTX$421,268$60,598 ▲16.8%2,8850.4%AerospaceSCHDSchwab US Dividend Equity ETF$369,861$6,440 ▲1.8%13,9570.3%ETFDIASPDR Dow Jones Industrial Average ETF Trust$352,5200.0%8000.3%FinanceSCHMSchwab U.S. Mid-Cap ETF$339,657$168 ▲0.0%12,1090.3%ETFPFXFVanEck Preferred Securities ex Financials ETF$337,093$1,284 ▲0.4%19,6900.3%ETFIVOOVanguard S&P Mid-Cap 400 ETF$328,063$328,063 ▲New Holding3,1250.3%ETFCVXChevron$286,237$41,525 ▲17.0%1,9990.2%EnergyPFEPfizer$281,548$33,572 ▲13.5%11,6150.2%MedicalNORTHERN LTS FD TR IV$270,574$270,574 ▲New Holding1,1800.2%INSPIRE 500 ETFAXPAmerican Express$261,5640.0%8200.2%FinanceXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$255,670$3,435 ▼-1.3%5,1360.2%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$217,529$1,055 ▼-0.5%4,1230.2%ManufacturingNEENextEra Energy$215,2020.0%3,1000.2%UtilitiesBIBLInspire 100 ETF$210,783$210,783 ▲New Holding5,1000.2%ETFGOOGLAlphabet$207,951$207,951 ▲New Holding1,1800.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
