Tandem Investment Partners LLC Top Holdings and 13F Report (2026) About Tandem Investment Partners LLCInvestment ActivityTandem Investment Partners LLC has $129.41 million in total holdings as of September 30, 2026.Tandem Investment Partners LLC owns shares of 76 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 2.07% of the portfolio was purchased this quarter.About 3.05% of the portfolio was sold this quarter.This quarter, Tandem Investment Partners LLC has purchased 76 new stocks and bought additional shares in 34 stocks.Tandem Investment Partners LLC sold shares of 36 stocks and completely divested from 2 stocks this quarter.Largest Holdings SPDR Portfolio S&P 500 ETF $8,807,251SPDR S&P 500 ETF Trust $8,234,879VANGUARD MALVERN FDS $7,900,678Pacer US Cash Cows 100 ETF $6,487,002Vanguard Total International Stock ETF $6,382,365 Largest New Holdings this Quarter 30233Q108 - EXXONMOBIL HOLDINGS CORP $798,614 Holding46436E718 - ISHARES TR $635,593 Holding Largest Purchases this Quarter EXXONMOBIL HOLDINGS CORP 4,907 shares (about $798.61K)ISHARES TR 6,313 shares (about $635.59K)SPDR SERIES TRUST 9,660 shares (about $242.08K)Vanguard International High Dividend Yield ETF 1,776 shares (about $179.61K)Avantis International Equity ETF 1,965 shares (about $177.07K) Largest Sales this Quarter SPDR Portfolio Short Term Treasury ETF 21,031 shares (about $602.96K)Vanguard Total Stock Market ETF 831 shares (about $310.99K)Vanguard Dividend Appreciation ETF 1,330 shares (about $310.30K)VANGUARD MALVERN FDS 4,145 shares (about $305.15K)SPDR Bloomberg Investment Grade Floating Rate ETF 7,576 shares (about $233.64K) 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 PortfolioSectorSPLGSPDR Portfolio S&P 500 ETF$8,807,251$148,463 ▲1.7%98,1206.8%ETFSPYSPDR S&P 500 ETF Trust$8,234,879$175,405 ▼-2.1%10,7986.4%ETFVANGUARD MALVERN FDS$7,900,678$305,155 ▼-3.7%107,3176.1%CORE BD ETFCOWZPacer US Cash Cows 100 ETF$6,487,002$87,322 ▼-1.3%97,1695.0%ETFVXUSVanguard Total International Stock ETF$6,382,365$72,301 ▼-1.1%75,1224.9%ETFVGTVanguard Information Technology ETF$6,056,037$68,490 ▼-1.1%48,1904.7%ETFCOWGPacer US Large Cap Cash Cows Growth Leaders ETF$5,175,028$91,325 ▲1.8%129,7654.0%ETFXLVHealth Care Select Sector SPDR Fund$3,898,923$84,210 ▼-2.1%23,1503.0%ETFMDYSPDR S&P MidCap 400 ETF Trust$3,807,605$82,089 ▼-2.1%5,7982.9%ETFVTIVanguard Total Stock Market ETF$3,745,020$310,993 ▼-7.7%10,0072.9%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$3,438,592$14,879 ▲0.4%43,9102.7%ETFVGITVanguard Intermediate-Term Treasury ETF$3,418,638$112,867 ▲3.4%60,3362.6%ETFMSFTMicrosoft$3,309,231$37,955 ▼-1.1%6,4522.6%TechnologySPMDSPDR Portfolio S&P 400 Mid Cap ETF$3,290,688$54,214 ▲1.7%52,2002.5%ETFAAPLApple$3,269,923$27,308 ▼-0.8%9,8192.5%TechnologyQQQInvesco QQQ$3,220,219$108,746 ▼-3.3%4,3532.5%ETFFLRNSPDR Bloomberg Investment Grade Floating Rate ETF$3,166,004$233,644 ▼-6.9%102,6592.4%ETFRSPInvesco S&P 500 Equal Weight ETF$3,009,009$40,564 ▼-1.3%14,4652.3%ETFSPDR SERIES TRUST$2,597,970$242,080 ▲10.3%103,6702.0%STATE STREET SPDSPSMSPDR Portfolio S&P 600 Small Cap ETF$2,518,779$11,894 ▼-0.5%47,6501.9%ETFVYMIVanguard International High Dividend Yield ETF$2,215,758$179,607 ▲8.8%21,9101.7%ETFJPMJPMorgan Chase & Co.$2,000,529$15,880 ▼-0.8%6,0471.5%FinanceAVDEAvantis International Equity ETF$1,901,952$177,066 ▲10.3%21,1071.5%ETFVOOVanguard S&P 500 ETF$1,669,449$38,547 ▼-2.3%2,3821.3%ETFGOOGAlphabet$1,613,404$40,889 ▼-2.5%4,7351.2%Communication ServicesBRK.BBerkshire Hathaway$1,553,604$4,980 ▲0.3%3,1201.2%FinanceSCHBSchwab US Broad Market ETF$1,488,215$39,012 ▲2.7%50,7751.2%ETFNVDANVIDIA$1,417,098$3,197 ▲0.2%6,2051.1%TechnologyJNJJohnson & Johnson$1,126,204$10,590 ▼-0.9%4,2540.9%HealthcareVVisa$1,107,814$1,078 ▲0.1%3,0830.9%FinanceTMOThermo Fisher Scientific$1,043,627$4,050 ▲0.4%1,5460.8%HealthcareIJRiShares Core S&P Small-Cap ETF$962,483$79,583 ▼-7.6%7,0750.7%ETFVIGVanguard Dividend Appreciation ETF$815,418$310,302 ▼-27.6%3,4950.6%ETFEXXONMOBIL HOLDINGS CORP$798,614$798,614 ▲New Holding4,9070.6%COM SHSWALMART INC$790,8310.0%7,6100.6%COMSPABSPDR Portfolio Aggregate Bond ETF$776,329$28,696 ▲3.8%31,8690.6%ETFORCLOracle$758,583$17,849 ▼-2.3%5,5250.6%TechnologyDHRDanaher$687,027$12,185 ▼-1.7%3,1010.5%HealthcareISHARES TR$635,593$635,593 ▲New Holding6,3130.5%0-3 MTH TREASURYCOSTCostco Wholesale$628,1350.0%6900.5%Consumer StaplesPGProcter & Gamble$603,929$2,324 ▲0.4%4,1570.5%Consumer StaplesNEENextEra Energy$588,500$379 ▼-0.1%7,7700.5%UtilitiesAMGNAmgen$563,559$4,637 ▼-0.8%1,3370.4%HealthcareHDHome Depot$558,169$4,267 ▲0.8%1,9620.4%Consumer DiscretionaryTJXTJX Companies$553,717$662 ▲0.1%4,1850.4%Consumer DiscretionaryAXPAmerican Express$545,860$9,123 ▲1.7%1,7950.4%FinanceBLACKROCK INC$514,329$8,466 ▼-1.6%4860.4%COMNORTHERN LTS FD TR IV$465,359$1,361 ▼-0.3%1,7100.4%INSPIRE 500 ETFIBMInternational Business Machines$449,977$440 ▲0.1%2,0460.3%TechnologyKOCoca-Cola$441,935$6,026 ▲1.4%5,1340.3%Consumer StaplesVZVerizon Communications$424,756$6,422 ▼-1.5%9,2600.3%Communication ServicesSCHDSchwab US Dividend Equity ETF$421,459$5,465 ▲1.3%12,9560.3%ETFRTXRTX$420,869$1,857 ▼-0.4%2,2670.3%IndustrialsITWIllinois Tool Works$396,211$3,859 ▼-1.0%1,5400.3%IndustrialsPFXFVanEck Preferred Securities ex Financials ETF$394,463$2,628 ▲0.7%22,5150.3%ETFDDominion Energy$373,166$3,631 ▼-1.0%6,1660.3%UtilitiesLOWLowe's Companies$369,501$5,529 ▲1.5%2,0050.3%Consumer DiscretionaryXTREBondBloxx Bloomberg Three Year Target Duration US Treasury ETF$356,855$16,286 ▼-4.4%7,4500.3%ETFCVXChevron$356,142$15,316 ▲4.5%1,7440.3%EnergyDLSWisdomTree International SmallCap Dividend Fund$355,299$170,020 ▼-32.4%4,0750.3%ETFGILDGilead Sciences$355,072$2,981 ▼-0.8%2,3820.3%HealthcareIVOOVanguard S&P Mid-Cap 400 ETF$351,886$7,306 ▼-2.0%2,8900.3%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$336,888$14,754 ▲4.6%6,5760.3%ETFCBChubb$325,901$6,830 ▲2.1%1,0020.3%FinanceSCHMSchwab U.S. Mid-Cap ETF$322,612$9,968 ▲3.2%9,4830.2%ETFBIBLInspire 100 ETF$312,737$1,622 ▲0.5%5,7850.2%ETFSPDWSPDR Portfolio Developed World ex-US ETF$307,235$11,548 ▲3.9%6,1190.2%ETFSPTSSPDR Portfolio Short Term Treasury ETF$302,124$602,958 ▼-66.6%10,5380.2%ETFHONEYWELL INTL INC$283,292$28,055 ▲11.0%1,3430.2%COMPNRPentair$272,634$4,769 ▲1.8%5,1450.2%IndustrialsCAHCardinal Health$271,4500.0%1,2200.2%HealthcareDISWalt Disney$250,2910.0%2,3860.2%Communication ServicesXTWOBondBloxx Bloomberg Two Year Target Duration US Treasury ETF$248,564$3,384 ▲1.4%5,1420.2%ETFBKNGBooking$222,046$7,331 ▼-3.2%1,3630.2%Consumer DiscretionaryAMZNAmazon.com$213,023$1,246 ▲0.6%8550.2%Consumer DiscretionaryCHYCalamos Convertible and High Income Fund$152,991$6,440 ▲4.4%13,0650.1%FinanceXOMExxonMobil$0$676,354 ▼-100.0%00.0%EnergyHONEYWELL AEROSPACE INC$0$267,507 ▼-100.0%00.0%COMShowing 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 Unlock superior investment research and tools. Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools and reports. Get MarketBeat All Access 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 Email Me a Login Link 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.