Tandem Investment Partners LLC — 13F Holdings & Portfolio
CIK 2056333 · latest 13F-HR filed 2026-05-13
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$118.0M
Long-equity book
Holdings
73
Distinct positions
Period
2026-03-31
Filed 2026-05-13
Q/Q Activity
+4 / −1 / ↑18 / ↓27
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- PACER FDS TR$742.0K +21.5%
- VANGUARD MALVERN FDS$666.2K +9.0%
- VANGUARD SCOTTSDALE FDS$264.0K +8.9%
- VANGUARD SCOTTSDALE FDS$250.2K +8.0%
- SPDR SERIES TRUST$172.1K +5.5%
Top Trims
- WISDOMTREE TR-$1.6M -72.2%
- VANGUARD SPECIALIZED FUNDS-$1.0M -45.2%
- STATE STR SPDR S&P 500 ETF T-$578.9K -7.1%
- MICROSOFT CORP-$574.1K -19.3%
- VANGUARD INDEX FDS-$566.6K -12.7%
New Positions
- VANGUARD WHITEHALL FDS$1.7M
- AMERICAN CENTY ETF TR$1.4M
- DISNEY WALT CO$216.9K
- CALAMOS CONV & HIGH INCOME F$111.7K
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | VANGUARD MALVERN FDS | VCRB | 922020748 | $8.1M | 6.83% | 104,073 | SH |
| 2 | STATE STR SPDR S&P 500 ETF T | SPY | 78462F103 | $7.5M | 6.38% | 11,573 | SH |
| 3 | SPDR SERIES TRUST | SPYM | 78464A854 | $7.2M | 6.09% | 93,778 | SH |
| 4 | PACER FDS TR | COWZ | 69374H881 | $6.1M | 5.14% | 96,965 | SH |
| 5 | VANGUARD STAR FDS | VXUS | 921909768 | $5.8M | 4.91% | 75,148 | SH |
| 6 | VANGUARD WORLD FD | VGT | 92204A702 | $4.9M | 4.11% | 6,952 | SH |
| 7 | PACER FDS TR | COWG | 69374H360 | $4.2M | 3.56% | 124,288 | SH |
| 8 | VANGUARD INDEX FDS | VTI | 922908769 | $3.9M | 3.30% | 12,151 | SH |
| 9 | STATE STR SPDR S&P MIDCAP 40 | MDY | 78467Y107 | $3.7M | 3.14% | 6,011 | SH |
| 10 | VANGUARD SCOTTSDALE FDS | VCIT | 92206C870 | $3.4M | 2.85% | 40,665 | SH |
| 11 | SPDR SERIES TRUST | FLRN | 78468R200 | $3.3M | 2.82% | 108,025 | SH |
| 12 | VANGUARD SCOTTSDALE FDS | VGIT | 92206C706 | $3.2M | 2.74% | 54,184 | SH |
| 13 | SELECT SECTOR SPDR TR | XLV | 81369Y209 | $3.2M | 2.73% | 21,935 | SH |
| 14 | SPDR SERIES TRUST | SPMD | 78464A847 | $3.0M | 2.52% | 50,210 | SH |
| 15 | INVESCO QQQ TR | QQQ | 46090E103 | $3.0M | 2.51% | 5,127 | SH |
| 16 | INVESCO EXCHANGE TRADED FD T | RSP | 46137V357 | $2.8M | 2.38% | 14,625 | SH |
| 17 | APPLE INC | AAPL | 037833100 | $2.5M | 2.13% | 9,921 | SH |
| 18 | MICROSOFT CORP | MSFT | 594918104 | $2.4M | 2.03% | 6,467 | SH |
| 19 | SPDR SERIES TRUST | SPSM | 78468R853 | $2.3M | 1.95% | 47,510 | SH |
| 20 | INVESCO EXCH TRADED FD TR II | QQQM | 46138G649 | $1.9M | 1.64% | 8,152 | SH |
| 21 | JPMORGAN CHASE & CO | JPM | 46625H100 | $1.9M | 1.60% | 6,415 | SH |
| 22 | VANGUARD WHITEHALL FDS | VYMI | 921946794 | $1.7M | 1.43% | 17,919 | SH |
| 23 | ALPHABET INC | GOOG | 02079K107 | $1.6M | 1.33% | 5,462 | SH |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK.B | 084670702 | $1.5M | 1.28% | 3,145 | SH |
| 25 | AMERICAN CENTY ETF TR | AVDE | 025072703 | $1.4M | 1.21% | 16,770 | SH |
| 26 | VANGUARD SPECIALIZED FUNDS | VIG | 921908844 | $1.3M | 1.06% | 5,840 | SH |
| 27 | SCHWAB STRATEGIC TR | SCHB | 808524102 | $1.2M | 1.01% | 47,644 | SH |
| 28 | JOHNSON & JOHNSON | JNJ | 478160104 | $1.2M | 0.98% | 4,729 | SH |
| 29 | VANGUARD INDEX FDS | VOO | 922908363 | $1.1M | 0.96% | 1,892 | SH |
| 30 | NVIDIA CORPORATION | NVDA | 67066G104 | $1.1M | 0.95% | 6,436 | SH |
| 31 | ISHARES TR | IJR | 464287804 | $1.0M | 0.86% | 8,205 | SH |
| 32 | WALMART INC | WMT | 931142103 | $968.8K | 0.82% | 7,795 | SH |
| 33 | SPDR SERIES TRUST | SPTS | 78468R101 | $934.3K | 0.79% | 32,017 | SH |
| 34 | VISA INC | V | 92826C839 | $908.2K | 0.77% | 3,005 | SH |
| 35 | EXXON MOBIL CORP | XOM | 30231G102 | $855.9K | 0.73% | 5,045 | SH |
| 36 | ORACLE CORP | ORCL | 68389X105 | $842.2K | 0.71% | 5,725 | SH |
| 37 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $758.3K | 0.64% | 761 | SH |
| 38 | TJX COS INC NEW | TJX | 872540109 | $754.6K | 0.64% | 4,725 | SH |
| 39 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $754.5K | 0.64% | 1,535 | SH |
| 40 | NEXTERA ENERGY INC | NEE | 65339F101 | $719.8K | 0.61% | 7,750 | SH |
| 41 | SPDR SERIES TRUST | SPAB | 78464A649 | $687.8K | 0.58% | 26,848 | SH |
| 42 | HOME DEPOT INC | HD | 437076102 | $638.7K | 0.54% | 1,942 | SH |
| 43 | WISDOMTREE TR | DLS | 97717W760 | $625.1K | 0.53% | 7,670 | SH |
| 44 | PROCTER & GAMBLE CO | PG | 742718109 | $594.5K | 0.50% | 4,116 | SH |
| 45 | DANAHER CORP DEL | DHR | 235851102 | $583.0K | 0.49% | 3,075 | SH |
| 46 | HONEYWELL INTL INC | HON | 438516106 | $555.8K | 0.47% | 2,459 | SH |
| 47 | AMGEN INC | AMGN | 031162100 | $542.6K | 0.46% | 1,542 | SH |
| 48 | LOWES COS INC | LOW | 548661107 | $534.0K | 0.45% | 2,260 | SH |
| 49 | INTERNATIONAL BUSINESS MACHS | IBM | 459200101 | $494.7K | 0.42% | 2,041 | SH |
| 50 | BLACKROCK INC | BLK | 09290D101 | $488.5K | 0.41% | 508 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-13 | $118.0M | 73 | 0001172661-26-001751 |
| 2025-12-31 | 2026-01-21 | $118.6M | 70 | 0001172661-26-000247 |
| 2025-09-30 | 2025-10-24 | $121.7M | 69 | 0001172661-25-004420 |