Tandem Investment Partners LLC
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 22, 2025), Tandem Investment Partners LLC reported 69 stock positions worth $114.7 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.6% of the portfolio, followed by Ste STR SPDR PT S&P 500 ETF (SPYM, 5.7%) and Vanguard Core Bond ETF (VCRB, 5.2%). Compared with Q1 2025, it opened 5 new positions, added to 51 and reduced 9. The biggest buy was a new position in Vanguard S&P 500 ETF (VOO) and the biggest sale SS SPDR S&P 500 ETF Trust-US (SPY, shares −11%).
- Most Recent 13F
- Q2 2026
- Location
- Bordentown, NJ
- CIK
- 0002056333
- Portfolio Value
- $114.7M (Q2 2025)
- SEC Filing
- 0001172661-25-002664 ↗ filed Jul 22, 2025
Holdings Value
Holdings 69 stocks · $114.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.57% | 12,185 | $7.5M | Reduce -10.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.66% | 89,297 | $6.5M | Add +0.6% |
| VCRB Vanguard Core Bond ETF | 5.23% | 77,289 | $6.0M | Add +6.8% |
| VIG Vanguard Dividend Apprec ETF | 5.03% | 28,177 | $5.8M | Add +0.7% |
| VXUS Vanguard Total Intl Stock | 4.97% | 82,461 | $5.7M | Add +1.7% |
| COWZ Pacer US Cash Cows 100 ETF | 4.70% | 97,851 | $5.4M | Add +8.1% |
| VGT Vanguard Info Tech ETF | 4.52% | 7,809 | $5.2M | Add +4.0% |
| VTI VG Morningstar TS MKT ETF-US | 4.01% | 15,133 | $4.6M | Reduce -0.5% |
| MDY State Street SPDR S&P Midcap | 3.15% | 6,372 | $3.6M | Reduce -6.5% |
| MSFT Microsoft Corp. | 2.86% | 6,585 | $3.3M | Add +5.9% |
| QQQ Invesco QQQ Trust Series 1 | 2.83% | 5,878 | $3.2M | Reduce -6.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.67% | 99,220 | $3.1M | Add +3.1% |
| XLV SS Health Care Select Sector | 2.53% | 21,485 | $2.9M | Add +7.4% |
| VCIT Vanguard Int-Term Corporate | 2.40% | 33,195 | $2.8M | Add +8.8% |
| RSP Invesco S&P 500 Equal Weight | 2.40% | 15,125 | $2.7M | Add +4.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.34% | 49,315 | $2.7M | Add +6.7% |
| VGIT Vanguard Intermediate-Term T | 2.25% | 43,050 | $2.6M | Add +9.0% |
| AAPL Apple Inc. | 2.02% | 11,271 | $2.3M | Add +8.5% |
| JPM JPMorgan Chase & Co. | 1.98% | 7,836 | $2.3M | Add +10.8% |
| DLS Wisdomtree Intl S/C DVD Fund | 1.85% | 28,295 | $2.1M | Add +2.6% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.69% | 45,458 | $1.9M | Add +6.6% |
| QQQM Invesco Nasdaq 100 ETF | 1.67% | 8,420 | $1.9M | Add +18.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.59% | 3,760 | $1.8M | Add +10.2% |
| ORCL Oracle Corp. | 1.42% | 7,450 | $1.6M | Add +8.4% |
| GOOG Alphabet Inc. Class C | 1.14% | 7,338 | $1.3M | Add +15.9% |
| V Visa Inc. Class A | 1.05% | 3,385 | $1.2M | Add +12.5% |
| VOO Vanguard S&P 500 ETF | 1.02% | 2,058 | $1.2M | New |
| WMT Walmart Inc. | 0.94% | 11,065 | $1.1M | Add +13.7% |
| VPU Vanguard Utilities ETF | 0.85% | 5,545 | $979K | Add +15.5% |
| IJR iShares Core S&P Small-Cap E | 0.85% | 8,910 | $974K | Reduce -1.2% |
| JNJ Johnson & Johnson | 0.85% | 6,357 | $971K | Add +12.5% |
| COST Costco Wholesale Corp. | 0.85% | 979 | $969K | Add +13.1% |
| SCHB Schwab US Broad Market ETF | 0.84% | 40,194 | $958K | Reduce -1.3% |
| NVDA Nvidia Corp. | 0.81% | 5,882 | $929K | Reduce -2.8% |
| HD Home Depot Inc. | 0.73% | 2,282 | $837K | Add +11.2% |
| PG The Procter & Gamble Co. | 0.68% | 4,924 | $784K | Add +12.1% |
| XOM Exxon Mobil Corp. | 0.66% | 7,065 | $762K | Add +16.6% |
| BLK BlackRock Inc. | 0.66% | 717 | $752K | Add +15.5% |
| TMO Thermo Fisher Scientific Inc. | 0.64% | 1,821 | $738K | Add +17.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.64% | 5,945 | $734K | Add +16.3% |
| HON Honeywell International Inc. | 0.64% | 3,139 | $731K | Add +13.4% |
| DHR Danaher Corp. | 0.60% | 3,460 | $683K | Add +12.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.58% | 2,249 | $663K | Add +14.8% |
| LOW Lowe's Cos Inc. | 0.57% | 2,970 | $659K | Add +16.9% |
| ITW Illinois Tool Works | 0.50% | 2,341 | $579K | Add +17.0% |
| AMGN Amgen Inc. | 0.50% | 2,047 | $572K | Add +17.2% |
| SGOV iShares 0-3 Month Treasury B | 0.50% | 5,669 | $571K | Add +26.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.45% | 20,082 | $514K | Add +1.6% |
| VZ Verizon Communications Inc. | 0.42% | 11,235 | $486K | Add +11.8% |
| SNA Snap-on Inc. | 0.42% | 1,555 | $484K | Add +18.3% |
| UNH Unitedhealth Group Inc. | 0.38% | 1,397 | $436K | Add +21.8% |
| KO The Coca-Cola Co. | 0.37% | 6,069 | $429K | Add +17.8% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.37% | 11,300 | $429K | No change |
| SPTS SS SPDR P St Term TSY ETF | 0.37% | 14,635 | $429K | Add +20.5% |
| RTX RTX Corp. | 0.37% | 2,885 | $421K | Add +16.8% |
| SCHD Schwab US DVD Equity ETF | 0.32% | 13,957 | $370K | Add +1.8% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.31% | 800 | $353K | No change |
| SCHM Schwab US Mid Cap ETF | 0.30% | 12,109 | $340K | Add +0.1% |
| PFXF Vaneck Pref Sec X-Financials | 0.29% | 19,690 | $337K | Add +0.4% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.29% | 3,125 | $328K | New |
| CVX Chevron Corp. | 0.25% | 1,999 | $286K | Add +17.0% |
| PFE Pfizer Inc. | 0.25% | 11,615 | $282K | Add +13.5% |
| PTL Inspire 500 ETF | 0.24% | 1,180 | $271K | New |
| AXP American Express Co. | 0.23% | 820 | $262K | No change |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.22% | 5,136 | $256K | Reduce -1.3% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.19% | 4,123 | $218K | Reduce -0.5% |
| NEE Nextera Energy Inc. | 0.19% | 3,100 | $215K | No change |
| BIBL Inspire 100 ETF | 0.18% | 5,100 | $211K | New |
| GOOGL Alphabet Inc. Class A | 0.18% | 1,180 | $208K | New |
Portfolio Sells Q1 2025 → Q2 2025
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -10.6% | 6.57% | −0.96 |
| MDY State Street SPDR S&P Midcap | Reduce -6.5% | 3.15% | −0.44 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -0.5% | 4.01% | −0.12 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.2% | 0.85% | −0.08 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.2% | 2.83% | −0.07 |
| XTRE Bondbloxx BBG 3Y US TSY ETF | Reduce -1.3% | 0.22% | −0.03 |
| SCHB Schwab US Broad Market ETF | Reduce -1.3% | 0.84% | −0.03 |
| IGSB iShares 1-5Y Inv Grade Corp. | Reduce -0.5% | 0.19% | −0.02 |
| NVDA Nvidia Corp. | Reduce -2.8% | 0.81% | +0.16 |
Portfolio Buys Q1 2025 → Q2 2025
| VOO Vanguard S&P 500 ETF | New | 1.02% | +1.02 |
| MSFT Microsoft Corp. | Add +5.9% | 2.86% | +0.55 |
| VGT Vanguard Info Tech ETF | Add +4.0% | 4.52% | +0.49 |
| ORCL Oracle Corp. | Add +8.4% | 1.42% | +0.47 |
| QQQM Invesco Nasdaq 100 ETF | Add +18.6% | 1.67% | +0.31 |
| IVOO Vanguard S&P Mid-Cap 400 ETF | New | 0.29% | +0.29 |
| JPM JPMorgan Chase & Co. | Add +10.8% | 1.98% | +0.27 |
| PTL Inspire 500 ETF | New | 0.24% | +0.24 |
| BIBL Inspire 100 ETF | New | 0.18% | +0.18 |
| GOOGL Alphabet Inc. Class A | New | 0.18% | +0.18 |
| GOOG Alphabet Inc. Class C | Add +15.9% | 1.14% | +0.16 |
| WMT Walmart Inc. | Add +13.7% | 0.94% | +0.10 |
| IBM Intl Business Machines Corp. | Add +14.8% | 0.58% | +0.10 |
| BLK BlackRock Inc. | Add +15.5% | 0.66% | +0.08 |
| HON Honeywell International Inc. | Add +13.4% | 0.64% | +0.06 |
| DLS Wisdomtree Intl S/C DVD Fund | Add +2.6% | 1.85% | +0.05 |
| SGOV iShares 0-3 Month Treasury B | Add +26.0% | 0.50% | +0.05 |
| RTX RTX Corp. | Add +16.8% | 0.37% | +0.04 |
| VPU Vanguard Utilities ETF | Add +15.5% | 0.85% | +0.04 |
| COST Costco Wholesale Corp. | Add +13.1% | 0.85% | +0.04 |
| TJX TJX Companies Inc. | Add +16.3% | 0.64% | +0.03 |
| SPTS SS SPDR P St Term TSY ETF | Add +20.5% | 0.37% | +0.02 |
| ITW Illinois Tool Works | Add +17.0% | 0.50% | +0.01 |
| KO The Coca-Cola Co. | Add +17.8% | 0.37% | +0.01 |
| V Visa Inc. Class A | Add +12.5% | 1.05% | +0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +6.7% | 2.34% | +0.00 |
| VXUS Vanguard Total Intl Stock | Add +1.7% | 4.97% | −0.01 |
| LOW Lowe's Cos Inc. | Add +16.9% | 0.57% | −0.01 |
| PFE Pfizer Inc. | Add +13.5% | 0.25% | −0.01 |
| HD Home Depot Inc. | Add +11.2% | 0.73% | −0.01 |
| SNA Snap-on Inc. | Add +18.3% | 0.42% | −0.02 |
| SCHM Schwab US Mid Cap ETF | Add +0.1% | 0.30% | −0.02 |
| VZ Verizon Communications Inc. | Add +11.8% | 0.42% | −0.03 |
| DHR Danaher Corp. | Add +12.5% | 0.60% | −0.03 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +6.6% | 1.69% | −0.03 |
| PFXF Vaneck Pref Sec X-Financials | Add +0.4% | 0.29% | −0.03 |
| CVX Chevron Corp. | Add +17.0% | 0.25% | −0.03 |
| AMGN Amgen Inc. | Add +17.2% | 0.50% | −0.04 |
| XOM Exxon Mobil Corp. | Add +16.6% | 0.66% | −0.05 |
| SPAB SS SPDR P Agg Bond ETF | Add +1.6% | 0.45% | −0.05 |
| PG The Procter & Gamble Co. | Add +12.1% | 0.68% | −0.06 |
| SCHD Schwab US DVD Equity ETF | Add +1.8% | 0.32% | −0.06 |
| VCIT Vanguard Int-Term Corporate | Add +8.8% | 2.40% | −0.06 |
| VGIT Vanguard Intermediate-Term T | Add +9.0% | 2.25% | −0.07 |
| JNJ Johnson & Johnson | Add +12.5% | 0.85% | −0.08 |
| RSP Invesco S&P 500 Equal Weight | Add +4.0% | 2.40% | −0.09 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +0.6% | 5.66% | −0.10 |
| TMO Thermo Fisher Scientific Inc. | Add +17.6% | 0.64% | −0.12 |
| COWZ Pacer US Cash Cows 100 ETF | Add +8.1% | 4.70% | −0.20 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +10.2% | 1.59% | −0.20 |
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 |