Tandem Investment Partners LLC Top Holdings and 13F Report (2025) About Tandem Investment Partners LLCInvestment ActivityTandem Investment Partners LLC has $101.25 million in total holdings as of March 31, 2025.Tandem Investment Partners LLC owns shares of 64 different stocks, but just 26 companies or ETFs make up 80% of its holdings.Approximately 10.21% of the portfolio was purchased this quarter.About 10.91% of the portfolio was sold this quarter.This quarter, Tandem Investment Partners LLC has purchased 62 new stocks and bought additional shares in 21 stocks.Tandem Investment Partners LLC sold shares of 28 stocks and completely divested from 1 stock this quarter.Largest Holdings SPDR S&P 500 ETF Trust $7,624,486SPDR Portfolio S&P 500 ETF $5,835,871VANGUARD MALVERN FDS $5,603,067Vanguard Dividend Appreciation ETF $5,430,556Vanguard Total International Stock ETF $5,036,558 Largest New Holdings this Quarter 78464A854 - SPDR Portfolio S&P 500 ETF $5,835,871 Holding78464A847 - SPDR Portfolio S&P 400 Mid Cap ETF $2,364,516 Holding46138G649 - Invesco NASDAQ 100 ETF $1,370,442 Holding Largest Purchases this Quarter SPDR Portfolio S&P 500 ETF 88,745 shares (about $5.84M)SPDR Portfolio S&P 400 Mid Cap ETF 46,200 shares (about $2.36M)Invesco NASDAQ 100 ETF 7,100 shares (about $1.37M)Pacer US Cash Cows 100 ETF 2,916 shares (about $159.68K)Vanguard Intermediate-Term Corporate Bond ETF 1,560 shares (about $127.55K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 11,369 shares (about $6.36M)SPDR S&P MidCap 400 ETF Trust 4,080 shares (about $2.18M)Invesco QQQ 2,776 shares (about $1.30M)iShares 0-3 Month Treasury Bond ETF 3,558 shares (about $358.18K)Vanguard Dividend Appreciation ETF 568 shares (about $110.19K) 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$7,624,486$6,359,705 ▼-45.5%13,6307.5%FinanceSPLGSPDR Portfolio S&P 500 ETF$5,835,871$5,835,871 ▲New Holding88,7455.8%ETFVANGUARD MALVERN FDS$5,603,067$121,643 ▲2.2%72,3635.5%CORE BD ETFVIGVanguard Dividend Appreciation ETF$5,430,556$110,186 ▼-2.0%27,9945.4%ETFVXUSVanguard Total International Stock ETF$5,036,558$34,403 ▲0.7%81,1045.0%ETFCOWZPacer US Cash Cows 100 ETF$4,958,518$159,680 ▲3.3%90,5504.9%ETFVTIVanguard Total Stock Market ETF$4,181,141$53,319 ▼-1.3%15,2134.1%ETFVGTVanguard Information Technology ETF$4,072,731$7,051 ▲0.2%7,5094.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$3,634,599$2,176,598 ▼-37.5%6,8133.6%ETFFLRNSPDR Bloomberg Barclays Investment Grade Floating Rate ETF$2,966,425$60,870 ▼-2.0%96,2502.9%ETFQQQInvesco QQQ$2,938,722$1,301,722 ▼-30.7%6,2672.9%FinanceXLVHealth Care Select Sector SPDR Fund$2,920,200$19,711 ▲0.7%20,0002.9%ETFRSPInvesco S&P 500 Equal Weight ETF$2,520,497$64,095 ▲2.6%14,5502.5%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$2,494,906$127,546 ▲5.4%30,5152.5%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,364,516$2,364,516 ▲New Holding46,2002.3%ETFVGITVanguard Intermediate-Term Treasury Index ETF$2,346,894$115,533 ▲5.2%39,5102.3%ETFMSFTMicrosoft$2,334,175$3,754 ▼-0.2%6,2182.3%Computer and TechnologyAAPLApple$2,308,153$25,101 ▼-1.1%10,3912.3%Computer and TechnologyDLSWisdomTree International SmallCap Dividend Fund$1,820,995$3,630 ▲0.2%27,5901.8%FinanceBRK.BBerkshire Hathaway$1,817,163$10,119 ▼-0.6%3,4121.8%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$1,738,536$61,140 ▼-3.4%42,6531.7%ETFJPMJPMorgan Chase & Co.$1,735,498$50,532 ▼-2.8%7,0751.7%FinanceQQQMInvesco NASDAQ 100 ETF$1,370,442$1,370,442 ▲New Holding7,1001.4%ETFVVisa$1,054,8850.0%3,0101.0%Business ServicesGOOGAlphabet$988,780$14,686 ▲1.5%6,3291.0%Computer and TechnologyORCLOracle$960,495$13,282 ▼-1.4%6,8700.9%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$943,221$56,468 ▼-5.6%9,0200.9%ETFJNJJohnson & Johnson$936,996$3,151 ▼-0.3%5,6500.9%MedicalSCHBSchwab US Broad Market ETF$877,025$14,447 ▼-1.6%40,7350.9%ETFWMTWalmart$854,1970.0%9,7300.8%Retail/WholesaleVPUVanguard Utilities ETF$819,888$2,562 ▲0.3%4,8000.8%ETFCOSTCostco Wholesale$819,045$83,229 ▼-9.2%8660.8%Retail/WholesaleTMOThermo Fisher Scientific$770,285$2,986 ▲0.4%1,5480.8%MedicalHDHome Depot$752,037$3,665 ▼-0.5%2,0520.7%Retail/WholesalePGProcter & Gamble$748,8250.0%4,3940.7%Consumer StaplesXOMExxon Mobil$720,716$595 ▼-0.1%6,0600.7%EnergyNVDANVIDIA$655,699$24,927 ▲4.0%6,0500.6%Computer and TechnologyDHRDanaher$630,375$12,300 ▲2.0%3,0750.6%MedicalTJXTJX Companies$622,398$609 ▼-0.1%5,1100.6%Retail/WholesaleUNHUnitedHealth Group$600,741$524 ▼-0.1%1,1470.6%MedicalLOWLowe's Companies$592,4040.0%2,5400.6%Retail/WholesaleBLACKROCK INC$587,7640.0%6210.6%COMHONHoneywell International$586,336$7,411 ▲1.3%2,7690.6%Multi-Sector ConglomeratesAMGNAmgen$544,2780.0%1,7470.5%MedicalSPABSPDR Portfolio Aggregate Bond ETF$504,951$10,906 ▼-2.1%19,7710.5%ETFITWIllinois Tool Works$496,2680.0%2,0010.5%IndustrialsIBMInternational Business Machines$487,125$9,449 ▼-1.9%1,9590.5%Computer and TechnologyVZVerizon Communications$455,868$3,402 ▼-0.7%10,0500.5%Computer and TechnologySGOViShares 0-3 Month Treasury Bond ETF$453,015$358,184 ▼-44.2%4,5000.4%ETFSNASnap-on$443,168$1,685 ▲0.4%1,3150.4%Consumer DiscretionaryHEFAiShares Currency Hedged MSCI EAFE ETF$410,077$32,661 ▼-7.4%11,3000.4%ETFSCHDSchwab US Dividend Equity ETF$383,443$6,934 ▼-1.8%13,7140.4%ETFKOCoca-Cola$369,1290.0%5,1540.4%Consumer StaplesSPTSSPDR Portfolio Short Term Treasury ETF$355,032$9,152 ▲2.6%12,1420.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$335,9040.0%8000.3%FinancePFXFVanEck Preferred Securities ex Financials ETF$328,747$4,190 ▲1.3%19,6150.3%ETFRTXRTX$327,176$530 ▲0.2%2,4700.3%AerospaceSCHMSchwab U.S. Mid-Cap ETF$317,099$3,301 ▼-1.0%12,1030.3%ETFCVXChevron$285,8990.0%1,7090.3%EnergyPFEPfizer$259,228$2,407 ▲0.9%10,2300.3%MedicalXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$257,804$35,414 ▲15.9%5,2050.3%ETFAXPAmerican Express$220,6210.0%8200.2%FinanceNEENextEra Energy$219,7590.0%3,1000.2%UtilitiesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$216,969$8,065 ▼-3.6%4,1430.2%ManufacturingGOOGLAlphabet$0$220,535 ▼-100.0%00.0%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.
