Tandem Investment Partners LLC Top Holdings and 13F Report (2026) About Tandem Investment Partners LLCInvestment ActivityTandem 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 $8,053,169SPDR S&P 500 ETF Trust $7,526,385SPDR Portfolio S&P 500 ETF $7,177,768Pacer US Cash Cows 100 ETF $6,066,130Vanguard Total International Stock ETF $5,794,662 Largest New Holdings this Quarter 921946794 - Vanguard International High Dividend Yield ETF $1,688,687 Holding025072703 - Avantis International Equity ETF $1,422,767 Holding254687106 - Walt Disney $216,855 Holding12811P108 - Calamos Convertible and High Income Fund $111,735 Holding Largest Purchases this Quarter Vanguard International High Dividend Yield ETF 17,919 shares (about $1.69M)Avantis International Equity ETF 16,770 shares (about $1.42M)Pacer US Large Cap Cash Cows Growth Leaders ETF 26,265 shares (about $886.15K)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 WisdomTree International SmallCap Dividend Fund 20,055 shares (about $1.63M)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 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 PortfolioSectorVANGUARD MALVERN FDS$8,053,169$715,069 â–²9.7%104,0736.8%CORE BD ETFSPYSPDR S&P 500 ETF Trust$7,526,385$203,556 â–¼-2.6%11,5736.4%FinanceSPLGSPDR Portfolio S&P 500 ETF$7,177,768$605,661 â–²9.2%93,7786.1%ETFCOWZPacer US Cash Cows 100 ETF$6,066,130$26,838 â–¼-0.4%96,9655.1%ETFVXUSVanguard Total International Stock ETF$5,794,662$254,232 â–¼-4.2%75,1484.9%ETFVGTVanguard Information Technology ETF$4,850,549$107,449 â–²2.3%6,9524.1%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$4,193,340$886,152 â–²26.8%124,2883.6%ETFVTIVanguard Total Stock Market ETF$3,898,162$374,064 â–¼-8.8%12,1513.3%ETFMDYSPDR S&P MidCap 400 ETF Trust$3,707,344$98,065 â–¼-2.6%6,0113.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,365,029$287,391 â–²9.3%40,6652.9%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$3,325,010$166,982 â–²5.3%108,0252.8%ETFVGITVanguard Intermediate-Term Treasury ETF$3,226,657$282,803 â–²9.6%54,1842.7%ETFXLVHealth Care Select Sector SPDR Fund$3,215,890$98,229 â–²3.2%21,9352.7%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$2,973,436$66,030 â–²2.3%50,2102.5%ETFQQQInvesco QQQ$2,959,202$73,879 â–¼-2.4%5,1272.5%FinanceRSPInvesco S&P 500 Equal Weight ETF$2,806,830$28,788 â–²1.0%14,6252.4%ETFAAPLApple$2,517,851$9,136 â–¼-0.4%9,9212.1%Computer and TechnologyMSFTMicrosoft$2,393,889$122,156 â–²5.4%6,4672.0%Computer and TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$2,295,683$870 â–¼0.0%47,5101.9%ETFQQQMInvesco NASDAQ 100 ETF$1,937,078$135,681 â–²7.5%8,1521.6%ETFJPMJPMorgan Chase & Co.$1,887,036$38,241 â–¼-2.0%6,4151.6%FinanceVYMIVanguard International High Dividend Yield ETF$1,688,687$1,688,687 â–²New Holding17,9191.4%ETFGOOGAlphabet$1,566,829$36,718 â–¼-2.3%5,4621.3%Computer and TechnologyBRK.BBerkshire Hathaway$1,507,084$21,564 â–¼-1.4%3,1451.3%FinanceAVDEAvantis International Equity ETF$1,422,767$1,422,767 â–²New Holding16,7701.2%ETFVIGVanguard Dividend Appreciation ETF$1,255,950$987,125 â–¼-44.0%5,8401.1%ETFSCHBSchwab US Broad Market ETF$1,195,864$54,643 â–²4.8%47,6441.0%ETFJNJJohnson & Johnson$1,155,957$163,775 â–¼-12.4%4,7291.0%MedicalVOOVanguard S&P 500 ETF$1,130,565$20,914 â–¼-1.8%1,8921.0%ETFNVDANVIDIA$1,122,438$105,686 â–²10.4%6,4361.0%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$1,019,964$53,453 â–¼-5.0%8,2050.9%ETFWALMART INC$968,763$101,910 â–¼-9.5%7,7950.8%COMSPTSSPDR Portfolio Short Term Treasury ETF$934,256$82,463 â–¼-8.1%32,0170.8%ETFVVisa$908,231$10,578 â–²1.2%3,0050.8%Business ServicesXOMExxonMobil$855,935$170,508 â–¼-16.6%5,0450.7%EnergyORCLOracle$842,205$2,942 â–¼-0.3%5,7250.7%Computer and TechnologyCOSTCostco Wholesale$758,283$89,679 â–¼-10.6%7610.6%Retail/WholesaleTJXTJX Companies$754,583$20,761 â–¼-2.7%4,7250.6%Retail/WholesaleTMOThermo Fisher Scientific$754,499$12,288 â–¼-1.6%1,5350.6%MedicalNEENextEra Energy$719,820$30,186 â–¼-4.0%7,7500.6%UtilitiesSPABSPDR Portfolio Aggregate Bond ETF$687,846$50,395 â–²7.9%26,8480.6%ETFHDHome Depot$638,704$20,720 â–¼-3.1%1,9420.5%Retail/WholesaleDLSWisdomTree International SmallCap Dividend Fund$625,105$1,634,483 â–¼-72.3%7,6700.5%FinancePGProcter & Gamble$594,515$34,666 â–¼-5.5%4,1160.5%Consumer StaplesDHRDanaher$583,020$6,636 â–²1.2%3,0750.5%MedicalHONHoneywell International$555,808$61,028 â–¼-9.9%2,4590.5%Multi-Sector ConglomeratesAMGNAmgen$542,553$51,370 â–¼-8.6%1,5420.5%MedicalLOWLowe's Companies$533,993$56,707 â–¼-9.6%2,2600.5%Retail/WholesaleIBMInternational Business Machines$494,718$38,055 â–²8.3%2,0410.4%Computer and TechnologyBLACKROCK INC$488,549$71,167 â–¼-12.7%5080.4%COMVZVerizon Communications$459,330$36,144 â–¼-7.3%9,1500.4%Computer and TechnologyXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$448,313$26,042 â–²6.2%9,0550.4%ETFRTXRTX$439,233$33,757 â–¼-7.1%2,2770.4%AerospaceITWIllinois Tool Works$404,751$110,623 â–¼-21.5%1,5550.3%IndustrialsPFXFVanEck Preferred Securities ex Financials ETF$390,090$4,385 â–²1.1%22,2400.3%ETFSNASnap-On$381,381$92,621 â–¼-19.5%1,0500.3%Consumer DiscretionaryDDominion Energy$377,164$2,473 â–²0.7%6,1010.3%UtilitiesKOCocaCola$376,752$25,097 â–¼-6.2%4,9540.3%Consumer StaplesSCHDSchwab US Dividend Equity ETF$360,337$8,652 â–¼-2.3%11,7450.3%ETFIVOOVanguard S&P Mid-Cap 400 ETF$357,2500.0%3,1250.3%ETFNORTHERN LTS FD TR IV$355,788$48,858 â–²15.9%1,4200.3%INSPIRE 500 ETFCVXChevron$345,316$6,207 â–¼-1.8%1,6690.3%EnergyGILDGilead Sciences$316,628$19,789 â–²6.7%2,2720.3%MedicalCBChubb$299,856$3,259 â–¼-1.1%9200.3%FinanceXTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF$295,516$15,035 â–¼-4.8%5,9950.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$290,236$20,919 â–²7.8%5,5220.2%ManufacturingSCHMSchwab U.S. Mid-Cap ETF$269,445$14,799 â–²5.8%8,7030.2%ETFGOOGLAlphabet$250,177$23,005 â–¼-8.4%8700.2%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$248,108$9,997 â–²4.2%5,4350.2%ETFAXPAmerican Express$248,0340.0%8200.2%FinanceBIBLInspire 100 ETF$233,157$36,070 â–¼-13.4%4,9450.2%ETFDISWalt Disney$216,855$216,855 â–²New Holding2,2500.2%Consumer DiscretionaryCHYCalamos Convertible and High Income Fund$111,735$111,735 â–²New Holding10,2600.1%Financial ServicesHEFAiShares Currency Hedged MSCI EAFE ETF$0$368,104 â–¼-100.0%00.0%ETFShowing 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. 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