Tandem Investment Partners LLC Top Holdings and 13F Report (2026) About Tandem Investment Partners LLCInvestment ActivityTandem Investment Partners LLC has $129.74 million in total holdings as of June 30, 2026.Tandem Investment Partners LLC owns shares of 76 different stocks, but just 28 companies or ETFs make up 80% of its holdings.Approximately 9.83% of the portfolio was purchased this quarter.About 4.61% of the portfolio was sold this quarter.This quarter, Tandem Investment Partners LLC has purchased 73 new stocks and bought additional shares in 41 stocks.Tandem Investment Partners LLC sold shares of 25 stocks and completely divested from 4 stocks this quarter.Largest Holdings VANGUARD MALVERN FDS $8,608,511SPDR Portfolio S&P 500 ETF $8,477,432SPDR S&P 500 ETF Trust $8,235,380Vanguard Total International Stock ETF $6,494,932Pacer US Cash Cows 100 ETF $6,125,269 Largest New Holdings this Quarter 78468R390 - SPDR SERIES TRUST $2,344,609 HoldingG7S00T104 - Pentair $387,516 Holding14149Y108 - Cardinal Health $289,823 Holding438516205 - HONEYWELL INTL INC $270,919 Holding43849R105 - HONEYWELL AEROSPACE INC $267,507 Holding Largest Purchases this Quarter Vanguard Information Technology ETF 41,783 shares (about $4.99M)SPDR SERIES TRUST 94,010 shares (about $2.34M)VANGUARD MALVERN FDS 7,389 shares (about $570.67K)Pentair 5,055 shares (about $387.52K)Vanguard S&P 500 ETF 545 shares (about $374.31K) Largest Sales this Quarter Vanguard Total Stock Market ETF 1,313 shares (about $485.86K)Invesco QQQ 627 shares (about $461.72K)SPDR S&P 500 ETF Trust 545 shares (about $406.99K)Vanguard Dividend Appreciation ETF 1,015 shares (about $240.17K)Alphabet 607 shares (about $214.47K) 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$8,608,511$570,672 â–²7.1%111,4626.6%CORE BD ETFSPLGSPDR Portfolio S&P 500 ETF$8,477,432$236,221 â–²2.9%96,4666.5%ETFSPYSPDR S&P 500 ETF Trust$8,235,380$406,990 â–¼-4.7%11,0286.3%ETFVXUSVanguard Total International Stock ETF$6,494,932$70,529 â–²1.1%75,9735.0%ETFCOWZPacer US Cash Cows 100 ETF$6,125,269$94,046 â–²1.6%98,4774.7%ETFVGTVanguard Information Technology ETF$5,824,807$4,993,904 â–²601.0%48,7354.5%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$5,117,662$127,947 â–²2.6%127,4753.9%ETFMDYSPDR S&P MidCap 400 ETF Trust$4,165,883$61,894 â–¼-1.5%5,9233.2%ETFVTIVanguard Total Stock Market ETF$4,010,494$485,863 â–¼-10.8%10,8383.1%ETFXLVHealth Care Select Sector SPDR Fund$3,752,309$272,102 â–²7.8%23,6502.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,613,458$252,496 â–²7.5%43,7202.8%ETFSPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,468,530$76,343 â–²2.3%51,3402.7%ETFVGITVanguard Intermediate-Term Treasury ETF$3,441,129$245,357 â–²7.7%58,3442.7%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$3,400,750$68,179 â–²2.0%110,2352.6%ETFQQQInvesco QQQ$3,313,800$461,723 â–¼-12.2%4,5002.6%ETFRSPInvesco S&P 500 Equal Weight ETF$3,119,208$7,447 â–²0.2%14,6602.4%ETFAAPLApple$2,864,953$5,787 â–¼-0.2%9,9012.2%TechnologySPSMSPDR Portfolio S&P 600 Small Cap ETF$2,760,951$21,050 â–²0.8%47,8752.1%ETFMSFTMicrosoft$2,434,329$22,008 â–²0.9%6,5261.9%TechnologySPDR SERIES TRUST$2,344,609$2,344,609 â–²New Holding94,0101.8%STATE STREET SPDJPMJPMorgan Chase & Co.$1,995,076$104,746 â–¼-5.0%6,0951.5%FinanceVYMIVanguard International High Dividend Yield ETF$1,977,159$217,513 â–²12.4%20,1341.5%ETFGOOGAlphabet$1,715,417$214,471 â–¼-11.1%4,8551.3%Communication ServicesAVDEAvantis International Equity ETF$1,707,466$211,582 â–²14.1%19,1421.3%ETFVOOVanguard S&P 500 ETF$1,673,756$374,311 â–²28.8%2,4371.3%ETFBRK.BBerkshire Hathaway$1,556,213$17,514 â–¼-1.1%3,1101.2%FinanceSCHBSchwab US Broad Market ETF$1,431,898$52,128 â–²3.8%49,4441.1%ETFNVDANVIDIA$1,238,757$49,022 â–¼-3.8%6,1911.0%TechnologyVIGVanguard Dividend Appreciation ETF$1,141,692$240,169 â–¼-17.4%4,8250.9%ETFIJRiShares Core S&P Small-Cap ETF$1,136,055$80,829 â–¼-6.6%7,6600.9%ETFJNJJohnson & Johnson$1,090,547$110,477 â–¼-9.2%4,2940.8%HealthcareVVisa$1,056,717$25,732 â–²2.5%3,0800.8%FinanceSPTSSPDR Portfolio Short Term Treasury ETF$915,817$12,996 â–¼-1.4%31,5690.7%ETFWALMART INC$861,909$20,953 â–¼-2.4%7,6100.7%COMORCLOracle$828,740$10,258 â–¼-1.2%5,6550.6%TechnologySPABSPDR Portfolio Aggregate Bond ETF$783,234$98,073 â–²14.3%30,6910.6%ETFTMOThermo Fisher Scientific$772,094$2,507 â–²0.3%1,5400.6%HealthcareHDHome Depot$686,668$1,763 â–²0.3%1,9470.5%Consumer DiscretionaryNEENextEra Energy$682,412$2,194 â–²0.3%7,7750.5%UtilitiesXOMExxonMobil$676,354$13,399 â–¼-1.9%4,9470.5%EnergyCOSTCostco Wholesale$645,474$66,418 â–¼-9.3%6900.5%Consumer StaplesTJXTJX Companies$633,270$82,568 â–¼-11.5%4,1800.5%Consumer DiscretionaryPGProcter & Gamble$607,236$3,666 â–²0.6%4,1410.5%Consumer StaplesDHRDanaher$601,155$15,429 â–²2.6%3,1560.5%HealthcareAXPAmerican Express$597,011$319,646 â–²115.2%1,7650.5%FinanceIBMInternational Business Machines$574,793$844 â–²0.1%2,0440.4%TechnologyDLSWisdomTree International SmallCap Dividend Fund$504,835$137,835 â–¼-21.4%6,0250.4%ETFNORTHERN LTS FD TR IV$490,644$84,396 â–²20.8%1,7150.4%INSPIRE 500 ETFAMGNAmgen$488,138$70,251 â–¼-12.6%1,3480.4%HealthcareBLACKROCK INC$475,011$13,462 â–¼-2.8%4940.4%COMLOWLowe's Companies$435,468$62,840 â–¼-12.6%1,9750.3%Consumer DiscretionaryRTXRTX$432,0150.0%2,2770.3%IndustrialsDDominion Energy$425,174$8,536 â–²2.0%6,2260.3%UtilitiesITWIllinois Tool Works$420,5810.0%1,5550.3%IndustrialsKOCocaCola$411,551$8,940 â–²2.2%5,0640.3%Consumer StaplesSCHDSchwab US Dividend Equity ETF$405,507$33,073 â–²8.9%12,7880.3%ETFPFXFVanEck Preferred Securities ex Financials ETF$398,992$2,230 â–²0.6%22,3650.3%ETFVZVerizon Communications$397,996$10,585 â–²2.7%9,4000.3%Communication ServicesPNRPentair$387,516$387,516 â–²New Holding5,0550.3%IndustrialsIVOOVanguard S&P Mid-Cap 400 ETF$384,680$22,820 â–¼-5.6%2,9500.3%ETFXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$381,944$62,023 â–¼-14.0%7,7900.3%ETFSCHMSchwab U.S. Mid-Cap ETF$338,835$17,956 â–²5.6%9,1900.3%ETFCBChubb$334,266$20,785 â–²6.6%9810.3%FinanceBIBLInspire 100 ETF$333,099$46,883 â–²16.4%5,7550.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$329,554$40,146 â–²13.9%6,2880.3%ETFGILDGilead Sciences$303,476$16,425 â–²5.7%2,4020.2%HealthcareSPDWSPDR Portfolio Developed World ex-US ETF$296,747$22,877 â–²8.4%5,8890.2%ETFCAHCardinal Health$289,823$289,823 â–²New Holding1,2200.2%HealthcareCVXChevron$276,6530.0%1,6690.2%EnergyHONEYWELL INTL INC$270,919$270,919 â–²New Holding1,2100.2%COMHONEYWELL AEROSPACE INC$267,507$267,507 â–²New Holding1,2100.2%COMBKNGBooking$250,962$250,962 â–²New Holding1,4080.2%Consumer DiscretionaryXTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF$248,274$45,181 â–¼-15.4%5,0720.2%ETFDISWalt Disney$229,653$13,090 â–²6.0%2,3860.2%Communication ServicesAMZNAmazon.com$202,589$202,589 â–²New Holding8500.2%Consumer DiscretionaryCHYCalamos Convertible and High Income Fund$170,454$30,713 â–²22.0%12,5150.1%FinanceQQQMInvesco NASDAQ 100 ETF$0$1,937,078 â–¼-100.0%00.0%ETFHONHoneywell International$0$555,808 â–¼-100.0%00.0%IndustrialsSNASnap-On$0$381,381 â–¼-100.0%00.0%IndustrialsGOOGLAlphabet$0$250,177 â–¼-100.0%00.0%Communication ServicesShowing largest 100 holdings. 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