Tandem Investment Partners LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 13, 2025), Tandem Investment Partners LLC reported 62 stock positions worth $104.5 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 14.0% of the portfolio, followed by State Street SPDR S&P Midcap (MDY, 5.9%) and Vanguard Dividend Apprec ETF (VIG, 5.4%).
- Most Recent 13F
- Q2 2026
- Location
- Bordentown, NJ
- CIK
- 0002056333
- Portfolio Value
- $104.5M (Q4 2024)
- SEC Filing
- 0001172661-25-000731 ↗ filed Feb 13, 2025
Holdings Value
Holdings 62 stocks · $104.5M
| SPY SS SPDR S&P 500 ETF Trust-US | 14.02% | 24,999 | $14.7M | — |
| MDY State Street SPDR S&P Midcap | 5.94% | 10,893 | $6.2M | — |
| VIG Vanguard Dividend Apprec ETF | 5.35% | 28,562 | $5.6M | — |
| VCRB Vanguard Core Bond ETF | 5.14% | 70,792 | $5.4M | — |
| COWZ Pacer US Cash Cows 100 ETF | 4.74% | 87,634 | $4.9M | — |
| VXUS Vanguard Total Intl Stock | 4.54% | 80,550 | $4.7M | — |
| VGT Vanguard Info Tech ETF | 4.46% | 7,496 | $4.7M | — |
| QQQ Invesco QQQ Trust Series 1 | 4.42% | 9,043 | $4.6M | — |
| VTI VG Morningstar TS MKT ETF-US | 4.27% | 15,407 | $4.5M | — |
| FLRN SS SPDR BB Ig Float RT ETF | 2.89% | 98,225 | $3.0M | — |
| XLV SS Health Care Select Sector | 2.62% | 19,865 | $2.7M | — |
| AAPL Apple Inc. | 2.52% | 10,504 | $2.6M | — |
| MSFT Microsoft Corp. | 2.51% | 6,228 | $2.6M | — |
| RSP Invesco S&P 500 Equal Weight | 2.38% | 14,180 | $2.5M | — |
| VCIT Vanguard Int-Term Corporate | 2.22% | 28,955 | $2.3M | — |
| VGIT Vanguard Intermediate-Term T | 2.09% | 37,565 | $2.2M | — |
| SPSM SS SPDR P S&P 600 Small Cap | 1.90% | 44,153 | $2.0M | — |
| JPM JPMorgan Chase & Co. | 1.67% | 7,281 | $1.7M | — |
| DLS Wisdomtree Intl S/C DVD Fund | 1.66% | 27,535 | $1.7M | — |
| BRK.B Berkshire Hathaway Inc. Class B | 1.49% | 3,431 | $1.6M | — |
| GOOG Alphabet Inc. Class C | 1.14% | 6,235 | $1.2M | — |
| ORCL Oracle Corp. | 1.11% | 6,965 | $1.2M | — |
| IJR iShares Core S&P Small-Cap E | 1.05% | 9,560 | $1.1M | — |
| V Visa Inc. Class A | 0.91% | 3,010 | $951K | — |
| SCHB Schwab US Broad Market ETF | 0.90% | 41,406 | $940K | — |
| WMT Walmart Inc. | 0.84% | 9,730 | $879K | — |
| COST Costco Wholesale Corp. | 0.84% | 954 | $874K | — |
| JNJ Johnson & Johnson | 0.78% | 5,669 | $820K | — |
| SGOV iShares 0-3 Month Treasury B | 0.77% | 8,058 | $808K | — |
| TMO Thermo Fisher Scientific Inc. | 0.77% | 1,542 | $802K | — |
| HD Home Depot Inc. | 0.77% | 2,062 | $802K | — |
| VPU Vanguard Utilities ETF | 0.75% | 4,785 | $782K | — |
| NVDA Nvidia Corp. | 0.75% | 5,820 | $782K | — |
| PG The Procter & Gamble Co. | 0.70% | 4,394 | $737K | — |
| DHR Danaher Corp. | 0.66% | 3,015 | $692K | — |
| XOM Exxon Mobil Corp. | 0.62% | 6,065 | $652K | — |
| BLK BlackRock Inc. | 0.61% | 621 | $637K | — |
| LOW Lowe's Cos Inc. | 0.60% | 2,540 | $627K | — |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.59% | 5,115 | $618K | — |
| HON Honeywell International Inc. | 0.59% | 2,734 | $618K | — |
| UNH Unitedhealth Group Inc. | 0.56% | 1,148 | $581K | — |
| ITW Illinois Tool Works | 0.49% | 2,001 | $507K | — |
| SPAB SS SPDR P Agg Bond ETF | 0.48% | 20,198 | $505K | — |
| AMGN Amgen Inc. | 0.44% | 1,747 | $455K | — |
| SNA Snap-on Inc. | 0.43% | 1,310 | $445K | — |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 1,997 | $439K | — |
| HEFA Isha Curr Hedged MSCI Eafe | 0.41% | 12,200 | $424K | — |
| VZ Verizon Communications Inc. | 0.39% | 10,125 | $405K | — |
| SCHD Schwab US DVD Equity ETF | 0.36% | 13,962 | $381K | — |
| SPTS SS SPDR P St Term TSY ETF | 0.33% | 11,829 | $343K | — |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.33% | 800 | $340K | — |
| SCHM Schwab US Mid Cap ETF | 0.32% | 12,229 | $339K | — |
| PFXF Vaneck Pref Sec X-Financials | 0.32% | 19,365 | $334K | — |
| KO The Coca-Cola Co. | 0.31% | 5,154 | $321K | — |
| RTX RTX Corp. | 0.27% | 2,466 | $285K | — |
| PFE Pfizer Inc. | 0.26% | 10,135 | $269K | — |
| CVX Chevron Corp. | 0.24% | 1,709 | $248K | — |
| AXP American Express Co. | 0.23% | 820 | $243K | — |
| NEE Nextera Energy Inc. | 0.21% | 3,100 | $222K | — |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.21% | 4,297 | $222K | — |
| GOOGL Alphabet Inc. Class A | 0.21% | 1,165 | $221K | — |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.21% | 4,490 | $219K | — |
Portfolio Sells Q4 2024
No earlier filing to compare with.
Portfolio Buys Q4 2024
No earlier filing to compare with.
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 |