Tandem Investment Partners LLC
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed July 27, 2026), Tandem Investment Partners LLC reported 76 stock positions worth $129.7 million. Its top holding was Vanguard Core Bond ETF (VCRB) at 6.6% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 6.5%) and SS SPDR S&P 500 ETF Trust-US (SPY, 6.3%). Compared with Q1 2026, it opened 5 new positions, sold out of 3, added to 40 and reduced 28. The biggest buy was a new position in SS SPDR Prtfo Nasdaq 100 ETF (QNDX) and the biggest sale an exit from Invesco Nasdaq 100 ETF (QQQM).
- Most Recent 13F
- Q2 2026
- Location
- Bordentown, NJ
- CIK
- 0002056333
- Portfolio Value
- $129.7M (Q2 2026)
- SEC Filing
- 0001172661-26-002827 ↗ filed Jul 27, 2026
Holdings Value
Holdings 76 stocks · $129.7M
| VCRB Vanguard Core Bond ETF | 6.63% | 111,462 | $8.6M | Add +7.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.53% | 96,466 | $8.5M | Add +2.9% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.35% | 11,028 | $8.2M | Reduce -4.7% |
| VXUS Vanguard Total Intl Stock | 5.01% | 75,973 | $6.5M | Add +1.1% |
| COWZ Pacer US Cash Cows 100 ETF | 4.72% | 98,477 | $6.1M | Add +1.6% |
| VGT Vanguard Info Tech ETF | 4.49% | 48,735 | $5.8M | Reduce -12.4% |
| COWG Pacer US LRG Cap Cows GR LD | 3.94% | 127,475 | $5.1M | Add +2.6% |
| MDY State Street SPDR S&P Midcap | 3.21% | 5,923 | $4.2M | Reduce -1.5% |
| VTI VG Morningstar TS MKT ETF-US | 3.09% | 10,838 | $4.0M | Reduce -10.8% |
| XLV SS Health Care Select Sector | 2.89% | 23,650 | $3.8M | Add +7.8% |
| VCIT Vanguard Int-Term Corporate | 2.79% | 43,720 | $3.6M | Add +7.5% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.67% | 51,340 | $3.5M | Add +2.3% |
| VGIT Vanguard Intermediate-Term T | 2.65% | 58,344 | $3.4M | Add +7.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.62% | 110,235 | $3.4M | Add +2.0% |
| QQQ Invesco QQQ Trust Series 1 | 2.55% | 4,500 | $3.3M | Reduce -12.2% |
| RSP Invesco S&P 500 Equal Weight | 2.40% | 14,660 | $3.1M | Add +0.2% |
| AAPL Apple Inc. | 2.21% | 9,901 | $2.9M | Reduce -0.2% |
| SPSM SS SPDR P S&P 600 Small Cap | 2.13% | 47,875 | $2.8M | Add +0.8% |
| MSFT Microsoft Corp. | 1.88% | 6,526 | $2.4M | Add +0.9% |
| QNDX SS SPDR Prtfo Nasdaq 100 ETF | 1.81% | 94,010 | $2.3M | New |
| JPM JPMorgan Chase & Co. | 1.54% | 6,095 | $2.0M | Reduce -5.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.52% | 20,134 | $2.0M | Add +12.4% |
| GOOG Alphabet Inc. Class C | 1.32% | 4,855 | $1.7M | Reduce -11.1% |
| AVDE Avantis International Equity | 1.32% | 19,142 | $1.7M | Add +14.1% |
| VOO Vanguard S&P 500 ETF | 1.29% | 2,437 | $1.7M | Add +28.8% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.20% | 3,110 | $1.6M | Reduce -1.1% |
| SCHB Schwab US Broad Market ETF | 1.10% | 49,444 | $1.4M | Add +3.8% |
| NVDA Nvidia Corp. | 0.95% | 6,191 | $1.2M | Reduce -3.8% |
| VIG Vanguard Dividend Apprec ETF | 0.88% | 4,825 | $1.1M | Reduce -17.4% |
| IJR iShares Core S&P Small-Cap E | 0.88% | 7,660 | $1.1M | Reduce -6.6% |
| JNJ Johnson & Johnson | 0.84% | 4,294 | $1.1M | Reduce -9.2% |
| V Visa Inc. Class A | 0.81% | 3,080 | $1.1M | Add +2.5% |
| SPTS SS SPDR P St Term TSY ETF | 0.71% | 31,569 | $916K | Reduce -1.4% |
| WMT Walmart Inc. | 0.66% | 7,610 | $862K | Reduce -2.4% |
| ORCL Oracle Corp. | 0.64% | 5,655 | $829K | Reduce -1.2% |
| SPAB SS SPDR P Agg Bond ETF | 0.60% | 30,691 | $783K | Add +14.3% |
| TMO Thermo Fisher Scientific Inc. | 0.60% | 1,540 | $772K | Add +0.3% |
| HD Home Depot Inc. | 0.53% | 1,947 | $687K | Add +0.3% |
| NEE Nextera Energy Inc. | 0.53% | 7,775 | $682K | Add +0.3% |
| XOM Exxon Mobil Corp. | 0.52% | 4,947 | $676K | Reduce -1.9% |
| COST Costco Wholesale Corp. | 0.50% | 690 | $645K | Reduce -9.3% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.49% | 4,180 | $633K | Reduce -11.5% |
| PG The Procter & Gamble Co. | 0.47% | 4,141 | $607K | Add +0.6% |
| DHR Danaher Corp. | 0.46% | 3,156 | $601K | Add +2.6% |
| AXP American Express Co. | 0.46% | 1,765 | $597K | Add +115.2% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.44% | 2,044 | $575K | Add +0.1% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.39% | 6,025 | $505K | Reduce -21.4% |
| PTL Inspire 500 ETF | 0.38% | 1,715 | $491K | Add +20.8% |
| AMGN Amgen Inc. | 0.38% | 1,348 | $488K | Reduce -12.6% |
| BLK BlackRock Inc. | 0.37% | 494 | $475K | Reduce -2.8% |
| LOW Lowe's Cos Inc. | 0.34% | 1,975 | $435K | Reduce -12.6% |
| RTX RTX Corp. | 0.33% | 2,277 | $432K | No change |
| D Dominion Energy Inc. | 0.33% | 6,226 | $425K | Add +2.0% |
| ITW Illinois Tool Works | 0.32% | 1,555 | $421K | No change |
| KO The Coca-Cola Co. | 0.32% | 5,064 | $412K | Add +2.2% |
| SCHD Schwab US DVD Equity ETF | 0.31% | 12,788 | $406K | Add +8.9% |
| PFXF Vaneck Pref Sec X-Financials | 0.31% | 22,365 | $399K | Add +0.6% |
| VZ Verizon Communications Inc. | 0.31% | 9,400 | $398K | Add +2.7% |
| PNR Pentair PLC | 0.30% | 5,055 | $388K | New |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.30% | 2,950 | $385K | Reduce -5.6% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.29% | 7,790 | $382K | Reduce -14.0% |
| SCHM Schwab US Mid Cap ETF | 0.26% | 9,190 | $339K | Add +5.6% |
| CB Chubb Ltd. | 0.26% | 981 | $334K | Add +6.6% |
| BIBL Inspire 100 ETF | 0.26% | 5,755 | $333K | Add +16.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.25% | 6,288 | $330K | Add +13.9% |
| GILD Gilead Sciences Inc. | 0.23% | 2,402 | $303K | Add +5.7% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.23% | 5,889 | $297K | Add +8.3% |
| CAH Cardinal Health Inc. | 0.22% | 1,220 | $290K | New |
| CVX Chevron Corp. | 0.21% | 1,669 | $277K | No change |
| HON Honeywell International Inc. | 0.21% | 1,210 | $271K | Reduce -1.6% |
| HONA Honeywell Aerospace Inc. | 0.21% | 1,210 | $268K | Reduce -1.6% |
| BKNG Booking Holdings Inc. | 0.19% | 1,408 | $251K | New |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.19% | 5,072 | $248K | Reduce -15.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 2,386 | $230K | Add +6.0% |
| AMZN Amazon.com Inc. | 0.16% | 850 | $203K | New |
| XCHYX Calamos Convert & High Inc. | 0.13% | 12,515 | $170K | Add +22.0% |
Portfolio Sells Q1 2026 → Q2 2026
| QQQM Invesco Nasdaq 100 ETF | Sold out | 0.00% | −1.64 |
| SNA Snap-on Inc. | Sold out | 0.00% | −0.32 |
| HON Honeywell International Inc. | Reduce -1.6% | 0.21% | −0.26 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -10.8% | 3.09% | −0.21 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.21 |
| XOM Exxon Mobil Corp. | Reduce -1.9% | 0.52% | −0.20 |
| VIG Vanguard Dividend Apprec ETF | Reduce -17.4% | 0.88% | −0.18 |
| WMT Walmart Inc. | Reduce -2.4% | 0.66% | −0.16 |
| TJX TJX Companies Inc. | Reduce -11.5% | 0.49% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -9.3% | 0.50% | −0.15 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -21.4% | 0.39% | −0.14 |
| JNJ Johnson & Johnson | Reduce -9.2% | 0.84% | −0.14 |
| LOW Lowe's Cos Inc. | Reduce -12.6% | 0.34% | −0.12 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -1.4% | 0.71% | −0.09 |
| XTRE Bondbloxx BBG 3Y US TSY ETF | Reduce -14.0% | 0.29% | −0.09 |
| AMGN Amgen Inc. | Reduce -12.6% | 0.38% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.1% | 1.20% | −0.08 |
| ORCL Oracle Corp. | Reduce -1.2% | 0.64% | −0.08 |
| JPM JPMorgan Chase & Co. | Reduce -5.0% | 1.54% | −0.06 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Reduce -15.4% | 0.19% | −0.06 |
| BLK BlackRock Inc. | Reduce -2.8% | 0.37% | −0.05 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -4.7% | 6.35% | −0.03 |
| HONA Honeywell Aerospace Inc. | Reduce -1.6% | 0.21% | −0.02 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | Reduce -5.6% | 0.30% | −0.01 |
| GOOG Alphabet Inc. Class C | Reduce -11.1% | 1.32% | −0.01 |
| NVDA Nvidia Corp. | Reduce -3.8% | 0.95% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -6.6% | 0.88% | +0.01 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -12.2% | 2.55% | +0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -1.5% | 3.21% | +0.07 |
| AAPL Apple Inc. | Reduce -0.2% | 2.21% | +0.07 |
| VGT Vanguard Info Tech ETF | Reduce -12.4% | 4.49% | +0.38 |
Portfolio Buys Q1 2026 → Q2 2026
| QNDX SS SPDR Prtfo Nasdaq 100 ETF | New | 1.81% | +1.81 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +2.9% | 6.53% | +0.45 |
| COWG Pacer US LRG Cap Cows GR LD | Add +2.6% | 3.94% | +0.39 |
| VOO Vanguard S&P 500 ETF | Add +28.8% | 1.29% | +0.33 |
| PNR Pentair PLC | New | 0.30% | +0.30 |
| AXP American Express Co. | Add +115.2% | 0.46% | +0.25 |
| CAH Cardinal Health Inc. | New | 0.22% | +0.22 |
| BKNG Booking Holdings Inc. | New | 0.19% | +0.19 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +0.8% | 2.13% | +0.18 |
| XLV SS Health Care Select Sector | Add +7.8% | 2.89% | +0.17 |
| AMZN Amazon.com Inc. | New | 0.16% | +0.16 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +2.3% | 2.67% | +0.15 |
| AVDE Avantis International Equity | Add +14.1% | 1.32% | +0.11 |
| VXUS Vanguard Total Intl Stock | Add +1.1% | 5.01% | +0.09 |
| VYMI Vanguard Int High DVD YLD Inc. | Add +12.4% | 1.52% | +0.09 |
| SCHB Schwab US Broad Market ETF | Add +3.8% | 1.10% | +0.09 |
| PTL Inspire 500 ETF | Add +20.8% | 0.38% | +0.08 |
| BIBL Inspire 100 ETF | Add +16.4% | 0.26% | +0.06 |
| V Visa Inc. Class A | Add +2.5% | 0.81% | +0.04 |
| XCHYX Calamos Convert & High Inc. | Add +22.0% | 0.13% | +0.04 |
| SCHM Schwab US Mid Cap ETF | Add +5.6% | 0.26% | +0.03 |
| RSP Invesco S&P 500 Equal Weight | Add +0.2% | 2.40% | +0.02 |
| IBM Intl Business Machines Corp. | Add +0.1% | 0.44% | +0.02 |
| SPAB SS SPDR P Agg Bond ETF | Add +14.3% | 0.60% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +8.3% | 0.23% | +0.02 |
| D Dominion Energy Inc. | Add +2.0% | 0.33% | +0.01 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +13.9% | 0.25% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +8.9% | 0.31% | +0.01 |
| CB Chubb Ltd. | Add +6.6% | 0.26% | +0.00 |
| KO The Coca-Cola Co. | Add +2.2% | 0.32% | −0.00 |
| DIS The Walt Disney Co. | Add +6.0% | 0.18% | −0.01 |
| HD Home Depot Inc. | Add +0.3% | 0.53% | −0.01 |
| PFXF Vaneck Pref Sec X-Financials | Add +0.6% | 0.31% | −0.02 |
| DHR Danaher Corp. | Add +2.6% | 0.46% | −0.03 |
| GILD Gilead Sciences Inc. | Add +5.7% | 0.23% | −0.03 |
| PG The Procter & Gamble Co. | Add +0.6% | 0.47% | −0.04 |
| TMO Thermo Fisher Scientific Inc. | Add +0.3% | 0.60% | −0.04 |
| VCIT Vanguard Int-Term Corporate | Add +7.5% | 2.79% | −0.07 |
| VZ Verizon Communications Inc. | Add +2.7% | 0.31% | −0.08 |
| VGIT Vanguard Intermediate-Term T | Add +7.7% | 2.65% | −0.08 |
| NEE Nextera Energy Inc. | Add +0.3% | 0.53% | −0.08 |
| MSFT Microsoft Corp. | Add +0.9% | 1.88% | −0.15 |
| VCRB Vanguard Core Bond ETF | Add +7.1% | 6.63% | −0.19 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +2.0% | 2.62% | −0.20 |
| COWZ Pacer US Cash Cows 100 ETF | Add +1.6% | 4.72% | −0.42 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 76 | $129.7M | VCRB, SPYM, SPY, VXUS, COWZ |
| Q1 2026 | 73 | $118.0M | VCRB, SPY, SPYM, COWZ, VXUS |
| Q4 2025 | 70 | $118.6M | SPY, VCRB, SPYM, VXUS, COWZ |
| Q3 2025 | 69 | $121.7M | SPY, SPYM, VCRB, VXUS, VGT |
| Q2 2025 | 69 | $114.7M | SPY, SPYM, VCRB, VIG, VXUS |
| Q1 2025 | 64 | $101.2M | SPY, SPYM, VCRB, VIG, VXUS |
| Q4 2024 | 62 | $104.5M | SPY, MDY, VIG, VCRB, COWZ |