Tandem Investment Partners LLC
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 9, 2025), Tandem Investment Partners LLC reported 64 stock positions worth $101.2 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 7.5% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 5.8%) and Vanguard Core Bond ETF (VCRB, 5.5%). Compared with Q4 2024, it opened 3 new positions, sold out of 1, added to 21 and reduced 28. The biggest buy was a new position in Ste STR SPDR PT S&P 500 ETF (SPYM) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −45%).
- Most Recent 13F
- Q2 2026
- Location
- Bordentown, NJ
- CIK
- 0002056333
- Portfolio Value
- $101.2M (Q1 2025)
- SEC Filing
- 0001172661-25-001623 ↗ filed May 9, 2025
Holdings Value
Holdings 64 stocks · $101.2M
| SPY SS SPDR S&P 500 ETF Trust-US | 7.53% | 13,630 | $7.6M | Reduce -45.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.76% | 88,745 | $5.8M | New |
| VCRB Vanguard Core Bond ETF | 5.53% | 72,363 | $5.6M | Add +2.2% |
| VIG Vanguard Dividend Apprec ETF | 5.36% | 27,994 | $5.4M | Reduce -2.0% |
| VXUS Vanguard Total Intl Stock | 4.97% | 81,104 | $5.0M | Add +0.7% |
| COWZ Pacer US Cash Cows 100 ETF | 4.90% | 90,550 | $5.0M | Add +3.3% |
| VTI VG Morningstar TS MKT ETF-US | 4.13% | 15,213 | $4.2M | Reduce -1.3% |
| VGT Vanguard Info Tech ETF | 4.02% | 7,509 | $4.1M | Add +0.2% |
| MDY State Street SPDR S&P Midcap | 3.59% | 6,813 | $3.6M | Reduce -37.5% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.93% | 96,250 | $3.0M | Reduce -2.0% |
| QQQ Invesco QQQ Trust Series 1 | 2.90% | 6,267 | $2.9M | Reduce -30.7% |
| XLV SS Health Care Select Sector | 2.88% | 20,000 | $2.9M | Add +0.7% |
| RSP Invesco S&P 500 Equal Weight | 2.49% | 14,550 | $2.5M | Add +2.6% |
| VCIT Vanguard Int-Term Corporate | 2.46% | 30,515 | $2.5M | Add +5.4% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.34% | 46,200 | $2.4M | New |
| VGIT Vanguard Intermediate-Term T | 2.32% | 39,510 | $2.3M | Add +5.2% |
| MSFT Microsoft Corp. | 2.31% | 6,218 | $2.3M | Reduce -0.2% |
| AAPL Apple Inc. | 2.28% | 10,391 | $2.3M | Reduce -1.1% |
| DLS Wisdomtree Intl S/C DVD Fund | 1.80% | 27,590 | $1.8M | Add +0.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.79% | 3,412 | $1.8M | Reduce -0.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.72% | 42,653 | $1.7M | Reduce -3.4% |
| JPM JPMorgan Chase & Co. | 1.71% | 7,075 | $1.7M | Reduce -2.8% |
| QQQM Invesco Nasdaq 100 ETF | 1.35% | 7,100 | $1.4M | New |
| V Visa Inc. Class A | 1.04% | 3,010 | $1.1M | No change |
| GOOG Alphabet Inc. Class C | 0.98% | 6,329 | $989K | Add +1.5% |
| ORCL Oracle Corp. | 0.95% | 6,870 | $960K | Reduce -1.4% |
| IJR iShares Core S&P Small-Cap E | 0.93% | 9,020 | $943K | Reduce -5.7% |
| JNJ Johnson & Johnson | 0.93% | 5,650 | $937K | Reduce -0.3% |
| SCHB Schwab US Broad Market ETF | 0.87% | 40,735 | $877K | Reduce -1.6% |
| WMT Walmart Inc. | 0.84% | 9,730 | $854K | No change |
| VPU Vanguard Utilities ETF | 0.81% | 4,800 | $820K | Add +0.3% |
| COST Costco Wholesale Corp. | 0.81% | 866 | $819K | Reduce -9.2% |
| TMO Thermo Fisher Scientific Inc. | 0.76% | 1,548 | $770K | Add +0.4% |
| HD Home Depot Inc. | 0.74% | 2,052 | $752K | Reduce -0.5% |
| PG The Procter & Gamble Co. | 0.74% | 4,394 | $749K | No change |
| XOM Exxon Mobil Corp. | 0.71% | 6,060 | $721K | Reduce -0.1% |
| NVDA Nvidia Corp. | 0.65% | 6,050 | $656K | Add +4.0% |
| DHR Danaher Corp. | 0.62% | 3,075 | $630K | Add +2.0% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.61% | 5,110 | $622K | Reduce -0.1% |
| UNH Unitedhealth Group Inc. | 0.59% | 1,147 | $601K | Reduce -0.1% |
| LOW Lowe's Cos Inc. | 0.59% | 2,540 | $592K | No change |
| BLK BlackRock Inc. | 0.58% | 621 | $588K | No change |
| HON Honeywell International Inc. | 0.58% | 2,769 | $586K | Add +1.3% |
| AMGN Amgen Inc. | 0.54% | 1,747 | $544K | No change |
| SPAB SS SPDR P Agg Bond ETF | 0.50% | 19,771 | $505K | Reduce -2.1% |
| ITW Illinois Tool Works | 0.49% | 2,001 | $496K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.48% | 1,959 | $487K | Reduce -1.9% |
| VZ Verizon Communications Inc. | 0.45% | 10,050 | $456K | Reduce -0.7% |
| SGOV iShares 0-3 Month Treasury B | 0.45% | 4,500 | $453K | Reduce -44.1% |
| SNA Snap-on Inc. | 0.44% | 1,315 | $443K | Add +0.4% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.41% | 11,300 | $410K | Reduce -7.4% |
| SCHD Schwab US DVD Equity ETF | 0.38% | 13,714 | $383K | Reduce -1.8% |
| KO The Coca-Cola Co. | 0.36% | 5,154 | $369K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.35% | 12,142 | $355K | Add +2.6% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.33% | 800 | $336K | No change |
| PFXF Vaneck Pref Sec X-Financials | 0.32% | 19,615 | $329K | Add +1.3% |
| RTX RTX Corp. | 0.32% | 2,470 | $327K | Add +0.2% |
| SCHM Schwab US Mid Cap ETF | 0.31% | 12,103 | $317K | Reduce -1.0% |
| CVX Chevron Corp. | 0.28% | 1,709 | $286K | No change |
| PFE Pfizer Inc. | 0.26% | 10,230 | $259K | Add +0.9% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.25% | 5,205 | $258K | Add +15.9% |
| AXP American Express Co. | 0.22% | 820 | $221K | No change |
| NEE Nextera Energy Inc. | 0.22% | 3,100 | $220K | No change |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.21% | 4,143 | $217K | Reduce -3.6% |
Portfolio Sells Q4 2024 → Q1 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -45.5% | 7.53% | −6.49 |
| MDY State Street SPDR S&P Midcap | Reduce -37.5% | 3.59% | −2.35 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -30.7% | 2.90% | −1.52 |
| SGOV iShares 0-3 Month Treasury B | Reduce -44.1% | 0.45% | −0.33 |
| AAPL Apple Inc. | Reduce -1.1% | 2.28% | −0.24 |
| GOOGL Alphabet Inc. Class A | Sold out | 0.00% | −0.21 |
| MSFT Microsoft Corp. | Reduce -0.2% | 2.31% | −0.21 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -3.4% | 1.72% | −0.18 |
| ORCL Oracle Corp. | Reduce -1.4% | 0.95% | −0.16 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -1.3% | 4.13% | −0.14 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.7% | 0.93% | −0.12 |
| SCHB Schwab US Broad Market ETF | Reduce -1.6% | 0.87% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -9.2% | 0.81% | −0.03 |
| HD Home Depot Inc. | Reduce -0.5% | 0.74% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Reduce -1.0% | 0.31% | −0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -7.4% | 0.41% | −0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -3.6% | 0.21% | +0.00 |
| VIG Vanguard Dividend Apprec ETF | Reduce -2.0% | 5.36% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Reduce -1.8% | 0.38% | +0.01 |
| SPAB SS SPDR P Agg Bond ETF | Reduce -2.1% | 0.50% | +0.02 |
| TJX TJX Companies Inc. | Reduce -0.1% | 0.61% | +0.02 |
| UNH Unitedhealth Group Inc. | Reduce -0.1% | 0.59% | +0.04 |
| FLRN SS SPDR BB Ig Float RT ETF | Reduce -2.0% | 2.93% | +0.04 |
| JPM JPMorgan Chase & Co. | Reduce -2.8% | 1.71% | +0.04 |
| IBM Intl Business Machines Corp. | Reduce -1.9% | 0.48% | +0.06 |
| VZ Verizon Communications Inc. | Reduce -0.7% | 0.45% | +0.06 |
| XOM Exxon Mobil Corp. | Reduce -0.1% | 0.71% | +0.09 |
| JNJ Johnson & Johnson | Reduce -0.3% | 0.93% | +0.14 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.6% | 1.79% | +0.31 |
Portfolio Buys Q4 2024 → Q1 2025
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 5.76% | +5.76 |
| SPMD SS SPDR P S&P 400 Midcap ETF | New | 2.34% | +2.34 |
| QQQM Invesco Nasdaq 100 ETF | New | 1.35% | +1.35 |
| VXUS Vanguard Total Intl Stock | Add +0.7% | 4.97% | +0.43 |
| VCRB Vanguard Core Bond ETF | Add +2.2% | 5.53% | +0.40 |
| XLV SS Health Care Select Sector | Add +0.7% | 2.88% | +0.27 |
| VCIT Vanguard Int-Term Corporate | Add +5.4% | 2.46% | +0.24 |
| VGIT Vanguard Intermediate-Term T | Add +5.2% | 2.32% | +0.23 |
| COWZ Pacer US Cash Cows 100 ETF | Add +3.3% | 4.90% | +0.16 |
| DLS Wisdomtree Intl S/C DVD Fund | Add +0.2% | 1.80% | +0.14 |
| RSP Invesco S&P 500 Equal Weight | Add +2.6% | 2.49% | +0.11 |
| VPU Vanguard Utilities ETF | Add +0.3% | 0.81% | +0.06 |
| RTX RTX Corp. | Add +0.2% | 0.32% | +0.05 |
| XTRE Bondbloxx BBG 3Y US TSY ETF | Add +15.9% | 0.25% | +0.05 |
| SPTS SS SPDR P St Term TSY ETF | Add +2.6% | 0.35% | +0.02 |
| SNA Snap-on Inc. | Add +0.4% | 0.44% | +0.01 |
| PFXF Vaneck Pref Sec X-Financials | Add +1.3% | 0.32% | +0.01 |
| PFE Pfizer Inc. | Add +0.9% | 0.26% | −0.00 |
| TMO Thermo Fisher Scientific Inc. | Add +0.4% | 0.76% | −0.01 |
| HON Honeywell International Inc. | Add +1.3% | 0.58% | −0.01 |
| DHR Danaher Corp. | Add +2.0% | 0.62% | −0.04 |
| NVDA Nvidia Corp. | Add +4.0% | 0.65% | −0.10 |
| GOOG Alphabet Inc. Class C | Add +1.5% | 0.98% | −0.16 |
| VGT Vanguard Info Tech ETF | Add +0.2% | 4.02% | −0.44 |
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 |