Free Trial
$100 Off Ends Tonight! MarketBeat All Access Returns to $249
  • 0Days
  • 0Hours
  • 0Minutes
  • 0Seconds
Save $100 Now
Claim MarketBeat All Access Sale Promotion

Tandem Investment Partners LLC Top Holdings and 13F Report (2026)

About Tandem Investment Partners LLC

Investment Activity

  • Tandem Investment Partners LLC has $117.95 million in total holdings as of March 31, 2026.
  • Tandem Investment Partners LLC owns shares of 73 different stocks, but just 29 companies or ETFs make up 80% of its holdings.
  • Approximately 6.24% of the portfolio was purchased this quarter.
  • About 4.72% of the portfolio was sold this quarter.
  • This quarter, Tandem Investment Partners LLC has purchased 70 new stocks and bought additional shares in 26 stocks.
  • Tandem Investment Partners LLC sold shares of 41 stocks and completely divested from 1 stock this quarter.

Largest Holdings

VANGUARD MALVERN FDS
$8,053,169

Largest New Holdings this Quarter

921946794 - Vanguard International High Dividend Yield ETF
$1,688,687 Holding
025072703 - Avantis International Equity ETF
$1,422,767 Holding
254687106 - Walt Disney
$216,855 Holding
12811P108 - Calamos Convertible and High Income Fund
$111,735 Holding

Largest Purchases this Quarter

Avantis International Equity ETF
16,770 shares (about $1.42M)
VANGUARD MALVERN FDS
9,241 shares (about $715.07K)
SPDR Portfolio S&P 500 ETF
7,913 shares (about $605.66K)

Largest Sales this Quarter

Vanguard Dividend Appreciation ETF
4,590 shares (about $987.13K)
Vanguard Total Stock Market ETF
1,166 shares (about $374.06K)
Vanguard Total International Stock ETF
3,297 shares (about $254.23K)
SPDR S&P 500 ETF Trust
313 shares (about $203.56K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofTandem Investment Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
VANGUARD MALVERN FDS
$8,053,169$715,069 â–²9.7%104,0736.8%CORE BD ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$7,526,385$203,556 â–¼-2.6%11,5736.4%Finance
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$7,177,768$605,661 â–²9.2%93,7786.1%ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$6,066,130$26,838 â–¼-0.4%96,9655.1%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$5,794,662$254,232 â–¼-4.2%75,1484.9%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$4,850,549$107,449 â–²2.3%6,9524.1%ETF
Pacer US Large Cap Cash Cows Growth Leaders ETF stock logo
COWG
Pacer US Large Cap Cash Cows Growth Leaders ETF
$4,193,340$886,152 â–²26.8%124,2883.6%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$3,898,162$374,064 â–¼-8.8%12,1513.3%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$3,707,344$98,065 â–¼-2.6%6,0113.1%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$3,365,029$287,391 â–²9.3%40,6652.9%ETF
SPDR Bloomberg Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Investment Grade Floating Rate ETF
$3,325,010$166,982 â–²5.3%108,0252.8%ETF
Vanguard Intermediate-Term Treasury ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury ETF
$3,226,657$282,803 â–²9.6%54,1842.7%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,215,890$98,229 â–²3.2%21,9352.7%ETF
SPDR Portfolio S&P 400 Mid Cap ETF stock logo
SPMD
SPDR Portfolio S&P 400 Mid Cap ETF
$2,973,436$66,030 â–²2.3%50,2102.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,959,202$73,879 â–¼-2.4%5,1272.5%Finance
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,806,830$28,788 â–²1.0%14,6252.4%ETF
Apple Inc. stock logo
AAPL
Apple
$2,517,851$9,136 â–¼-0.4%9,9212.1%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$2,393,889$122,156 â–²5.4%6,4672.0%Computer and Technology
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$2,295,683$870 â–¼0.0%47,5101.9%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$1,937,078$135,681 â–²7.5%8,1521.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,887,036$38,241 â–¼-2.0%6,4151.6%Finance
Vanguard International High Dividend Yield ETF stock logo
VYMI
Vanguard International High Dividend Yield ETF
$1,688,687$1,688,687 â–²New Holding17,9191.4%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$1,566,829$36,718 â–¼-2.3%5,4621.3%Computer and Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,507,084$21,564 â–¼-1.4%3,1451.3%Finance
Avantis International Equity ETF stock logo
AVDE
Avantis International Equity ETF
$1,422,767$1,422,767 â–²New Holding16,7701.2%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$1,255,950$987,125 â–¼-44.0%5,8401.1%ETF
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$1,195,864$54,643 â–²4.8%47,6441.0%ETF
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$1,155,957$163,775 â–¼-12.4%4,7291.0%Medical
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$1,130,565$20,914 â–¼-1.8%1,8921.0%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,122,438$105,686 â–²10.4%6,4361.0%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,019,964$53,453 â–¼-5.0%8,2050.9%ETF
WALMART INC
$968,763$101,910 â–¼-9.5%7,7950.8%COM
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$934,256$82,463 â–¼-8.1%32,0170.8%ETF
Visa Inc. stock logo
V
Visa
$908,231$10,578 â–²1.2%3,0050.8%Business Services
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$855,935$170,508 â–¼-16.6%5,0450.7%Energy
Oracle Corporation stock logo
ORCL
Oracle
$842,205$2,942 â–¼-0.3%5,7250.7%Computer and Technology
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$758,283$89,679 â–¼-10.6%7610.6%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$754,583$20,761 â–¼-2.7%4,7250.6%Retail/Wholesale
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$754,499$12,288 â–¼-1.6%1,5350.6%Medical
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$719,820$30,186 â–¼-4.0%7,7500.6%Utilities
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$687,846$50,395 â–²7.9%26,8480.6%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$638,704$20,720 â–¼-3.1%1,9420.5%Retail/Wholesale
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$625,105$1,634,483 â–¼-72.3%7,6700.5%Finance
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$594,515$34,666 â–¼-5.5%4,1160.5%Consumer Staples
Danaher Corporation stock logo
DHR
Danaher
$583,020$6,636 â–²1.2%3,0750.5%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$555,808$61,028 â–¼-9.9%2,4590.5%Multi-Sector Conglomerates
Amgen Inc. stock logo
AMGN
Amgen
$542,553$51,370 â–¼-8.6%1,5420.5%Medical
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$533,993$56,707 â–¼-9.6%2,2600.5%Retail/Wholesale
International Business Machines Corporation stock logo
IBM
International Business Machines
$494,718$38,055 â–²8.3%2,0410.4%Computer and Technology
BLACKROCK INC
$488,549$71,167 â–¼-12.7%5080.4%COM
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$459,330$36,144 â–¼-7.3%9,1500.4%Computer and Technology
XTRE
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
$448,313$26,042 â–²6.2%9,0550.4%ETF
RTX Corporation stock logo
RTX
RTX
$439,233$33,757 â–¼-7.1%2,2770.4%Aerospace
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$404,751$110,623 â–¼-21.5%1,5550.3%Industrials
VanEck Preferred Securities ex Financials ETF stock logo
PFXF
VanEck Preferred Securities ex Financials ETF
$390,090$4,385 â–²1.1%22,2400.3%ETF
Snap-On Incorporated stock logo
SNA
Snap-On
$381,381$92,621 â–¼-19.5%1,0500.3%Consumer Discretionary
Dominion Energy Inc. stock logo
D
Dominion Energy
$377,164$2,473 â–²0.7%6,1010.3%Utilities
CocaCola Company (The) stock logo
KO
CocaCola
$376,752$25,097 â–¼-6.2%4,9540.3%Consumer Staples
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$360,337$8,652 â–¼-2.3%11,7450.3%ETF
Vanguard S&P Mid-Cap 400 ETF stock logo
IVOO
Vanguard S&P Mid-Cap 400 ETF
$357,2500.0%3,1250.3%ETF
NORTHERN LTS FD TR IV
$355,788$48,858 â–²15.9%1,4200.3%INSPIRE 500 ETF
Chevron Corporation stock logo
CVX
Chevron
$345,316$6,207 â–¼-1.8%1,6690.3%Energy
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$316,628$19,789 â–²6.7%2,2720.3%Medical
Chubb Limited stock logo
CB
Chubb
$299,856$3,259 â–¼-1.1%9200.3%Finance
XTWO
BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
$295,516$15,035 â–¼-4.8%5,9950.3%ETF
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$290,236$20,919 â–²7.8%5,5220.2%Manufacturing
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$269,445$14,799 â–²5.8%8,7030.2%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$250,177$23,005 â–¼-8.4%8700.2%Computer and Technology
SPDR Portfolio Developed World ex-US ETF stock logo
SPDW
SPDR Portfolio Developed World ex-US ETF
$248,108$9,997 â–²4.2%5,4350.2%ETF
American Express Company stock logo
AXP
American Express
$248,0340.0%8200.2%Finance
Inspire 100 ETF stock logo
BIBL
Inspire 100 ETF
$233,157$36,070 â–¼-13.4%4,9450.2%ETF
The Walt Disney Company stock logo
DIS
Walt Disney
$216,855$216,855 â–²New Holding2,2500.2%Consumer Discretionary
Calamos Convertible and High Income Fund stock logo
CHY
Calamos Convertible and High Income Fund
$111,735$111,735 â–²New Holding10,2600.1%Financial Services
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$0$368,104 â–¼-100.0%00.0%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data