Tandem Investment Partners LLC
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed October 24, 2025), Tandem Investment Partners LLC reported 69 stock positions worth $121.7 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, 5.4%). Compared with Q2 2025, it opened 4 new positions, sold out of 4, added to 22 and reduced 38. The biggest buy was a new position in Pacer US LRG Cap Cows GR LD (COWG) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −41%).
- Most Recent 13F
- Q2 2026
- Location
- Bordentown, NJ
- CIK
- 0002056333
- Portfolio Value
- $121.7M (Q3 2025)
- SEC Filing
- 0001172661-25-004420 ↗ filed Oct 24, 2025
Holdings Value
Holdings 69 stocks · $121.7M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.63% | 12,120 | $8.1M | Reduce -0.5% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.73% | 88,955 | $7.0M | Reduce -0.4% |
| VCRB Vanguard Core Bond ETF | 5.40% | 83,883 | $6.6M | Add +8.5% |
| VXUS Vanguard Total Intl Stock | 4.81% | 79,769 | $5.9M | Reduce -3.3% |
| VGT Vanguard Info Tech ETF | 4.62% | 7,530 | $5.6M | Reduce -3.6% |
| COWZ Pacer US Cash Cows 100 ETF | 4.61% | 97,706 | $5.6M | Reduce -0.1% |
| VTI VG Morningstar TS MKT ETF-US | 3.92% | 14,522 | $4.8M | Reduce -4.0% |
| MDY State Street SPDR S&P Midcap | 3.09% | 6,310 | $3.8M | Reduce -1.0% |
| VIG Vanguard Dividend Apprec ETF | 2.95% | 16,618 | $3.6M | Reduce -41.0% |
| MSFT Microsoft Corp. | 2.87% | 6,753 | $3.5M | Add +2.5% |
| QQQ Invesco QQQ Trust Series 1 | 2.76% | 5,600 | $3.4M | Reduce -4.7% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.58% | 101,675 | $3.1M | Add +2.5% |
| XLV SS Health Care Select Sector | 2.49% | 21,760 | $3.0M | Add +1.3% |
| VCIT Vanguard Int-Term Corporate | 2.41% | 34,930 | $2.9M | Add +5.2% |
| RSP Invesco S&P 500 Equal Weight | 2.36% | 15,125 | $2.9M | No change |
| AAPL Apple Inc. | 2.34% | 11,166 | $2.8M | Reduce -0.9% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.32% | 49,425 | $2.8M | Add +0.2% |
| VGIT Vanguard Intermediate-Term T | 2.24% | 45,365 | $2.7M | Add +5.4% |
| JPM JPMorgan Chase & Co. | 2.00% | 7,706 | $2.4M | Reduce -1.7% |
| COWG Pacer US LRG Cap Cows GR LD | 1.94% | 65,203 | $2.4M | New |
| DLS Wisdomtree Intl S/C DVD Fund | 1.79% | 27,420 | $2.2M | Reduce -3.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.77% | 46,608 | $2.2M | Add +2.5% |
| QQQM Invesco Nasdaq 100 ETF | 1.66% | 8,159 | $2.0M | Reduce -3.1% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.54% | 3,740 | $1.9M | Reduce -0.5% |
| ORCL Oracle Corp. | 1.54% | 6,670 | $1.9M | Reduce -10.5% |
| GOOG Alphabet Inc. Class C | 1.39% | 6,950 | $1.7M | Reduce -5.3% |
| VOO Vanguard S&P 500 ETF | 1.01% | 2,002 | $1.2M | Reduce -2.7% |
| SPTS SS SPDR P St Term TSY ETF | 0.97% | 40,428 | $1.2M | Add +176.2% |
| V Visa Inc. Class A | 0.95% | 3,395 | $1.2M | Add +0.3% |
| JNJ Johnson & Johnson | 0.95% | 6,237 | $1.2M | Reduce -1.9% |
| WMT Walmart Inc. | 0.93% | 10,980 | $1.1M | Reduce -0.8% |
| NVDA Nvidia Corp. | 0.90% | 5,842 | $1.1M | Reduce -0.7% |
| IJR iShares Core S&P Small-Cap E | 0.86% | 8,785 | $1.0M | Reduce -1.4% |
| SCHB Schwab US Broad Market ETF | 0.84% | 39,573 | $1.0M | Reduce -1.6% |
| COST Costco Wholesale Corp. | 0.75% | 990 | $916K | Add +1.1% |
| HD Home Depot Inc. | 0.74% | 2,231 | $904K | Reduce -2.2% |
| TMO Thermo Fisher Scientific Inc. | 0.73% | 1,822 | $884K | Add +0.1% |
| BLK BlackRock Inc. | 0.69% | 717 | $836K | No change |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.69% | 5,770 | $834K | Reduce -2.9% |
| XOM Exxon Mobil Corp. | 0.66% | 7,075 | $798K | Add +0.1% |
| PG The Procter & Gamble Co. | 0.62% | 4,894 | $752K | Reduce -0.6% |
| LOW Lowe's Cos Inc. | 0.60% | 2,905 | $730K | Reduce -2.2% |
| NEE Nextera Energy Inc. | 0.57% | 9,125 | $689K | Add +194.3% |
| DHR Danaher Corp. | 0.56% | 3,450 | $684K | Reduce -0.3% |
| HON Honeywell International Inc. | 0.55% | 3,159 | $665K | Add +0.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.52% | 2,234 | $630K | Reduce -0.7% |
| ITW Illinois Tool Works | 0.50% | 2,331 | $608K | Reduce -0.4% |
| AMGN Amgen Inc. | 0.47% | 2,042 | $576K | Reduce -0.2% |
| SPAB SS SPDR P Agg Bond ETF | 0.45% | 21,277 | $550K | Add +6.0% |
| SNA Snap-on Inc. | 0.44% | 1,535 | $532K | Reduce -1.3% |
| VZ Verizon Communications Inc. | 0.40% | 11,105 | $488K | Reduce -1.2% |
| RTX RTX Corp. | 0.39% | 2,865 | $479K | Reduce -0.7% |
| D Dominion Energy Inc. | 0.37% | 7,266 | $444K | New |
| KO The Coca-Cola Co. | 0.34% | 6,184 | $410K | Add +1.9% |
| SCHD Schwab US DVD Equity ETF | 0.33% | 14,739 | $402K | Add +5.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.32% | 9,800 | $388K | Reduce -13.3% |
| SCHM Schwab US Mid Cap ETF | 0.30% | 12,159 | $360K | Add +0.4% |
| PFXF Vaneck Pref Sec X-Financials | 0.28% | 19,515 | $347K | Reduce -0.9% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.28% | 3,125 | $345K | No change |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.27% | 6,612 | $330K | Add +28.7% |
| CB Chubb Ltd. | 0.26% | 1,110 | $313K | New |
| CVX Chevron Corp. | 0.25% | 1,989 | $309K | Reduce -0.5% |
| PTL Inspire 500 ETF | 0.24% | 1,180 | $294K | No change |
| PFE Pfizer Inc. | 0.24% | 11,360 | $289K | Reduce -2.2% |
| AXP American Express Co. | 0.22% | 820 | $272K | No change |
| GOOGL Alphabet Inc. Class A | 0.22% | 1,095 | $266K | Reduce -7.2% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.20% | 4,905 | $243K | New |
| BIBL Inspire 100 ETF | 0.20% | 5,425 | $241K | Add +6.4% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.19% | 4,425 | $235K | Add +7.3% |
Portfolio Sells Q2 2025 → Q3 2025
| VIG Vanguard Dividend Apprec ETF | Reduce -41.0% | 2.95% | −2.08 |
| VPU Vanguard Utilities ETF | Sold out | 0.00% | −0.85 |
| SGOV iShares 0-3 Month Treasury B | Sold out | 0.00% | −0.50 |
| UNH Unitedhealth Group Inc. | Sold out | 0.00% | −0.38 |
| DIA SS SPDR Dow Jones Indus Avg | Sold out | 0.00% | −0.31 |
| VXUS Vanguard Total Intl Stock | Reduce -3.3% | 4.81% | −0.15 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -4.0% | 3.92% | −0.10 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.1% | 4.61% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -0.6% | 0.62% | −0.07 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -4.7% | 2.76% | −0.07 |
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -3.1% | 1.79% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -0.7% | 0.52% | −0.06 |
| MDY State Street SPDR S&P Midcap | Reduce -1.0% | 3.09% | −0.06 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -13.3% | 0.32% | −0.06 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.5% | 1.54% | −0.05 |
| DHR Danaher Corp. | Reduce -0.3% | 0.56% | −0.03 |
| AMGN Amgen Inc. | Reduce -0.2% | 0.47% | −0.03 |
| VZ Verizon Communications Inc. | Reduce -1.2% | 0.40% | −0.02 |
| WMT Walmart Inc. | Reduce -0.8% | 0.93% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -2.7% | 1.01% | −0.01 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -3.1% | 1.66% | −0.01 |
| PFXF Vaneck Pref Sec X-Financials | Reduce -0.9% | 0.28% | −0.01 |
| PFE Pfizer Inc. | Reduce -2.2% | 0.24% | −0.01 |
| ITW Illinois Tool Works | Reduce -0.4% | 0.50% | −0.01 |
| SCHB Schwab US Broad Market ETF | Reduce -1.6% | 0.84% | +0.00 |
| CVX Chevron Corp. | Reduce -0.5% | 0.25% | +0.00 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.4% | 0.86% | +0.01 |
| HD Home Depot Inc. | Reduce -2.2% | 0.74% | +0.01 |
| SNA Snap-on Inc. | Reduce -1.3% | 0.44% | +0.01 |
| JPM JPMorgan Chase & Co. | Reduce -1.7% | 2.00% | +0.02 |
| LOW Lowe's Cos Inc. | Reduce -2.2% | 0.60% | +0.03 |
| RTX RTX Corp. | Reduce -0.7% | 0.39% | +0.03 |
| GOOGL Alphabet Inc. Class A | Reduce -7.2% | 0.22% | +0.04 |
| TJX TJX Companies Inc. | Reduce -2.9% | 0.69% | +0.04 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -0.4% | 5.73% | +0.06 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -0.5% | 6.63% | +0.07 |
| NVDA Nvidia Corp. | Reduce -0.7% | 0.90% | +0.09 |
| VGT Vanguard Info Tech ETF | Reduce -3.6% | 4.62% | +0.10 |
| JNJ Johnson & Johnson | Reduce -1.9% | 0.95% | +0.10 |
| ORCL Oracle Corp. | Reduce -10.5% | 1.54% | +0.12 |
| GOOG Alphabet Inc. Class C | Reduce -5.3% | 1.39% | +0.26 |
| AAPL Apple Inc. | Reduce -0.9% | 2.34% | +0.32 |
Portfolio Buys Q2 2025 → Q3 2025
| COWG Pacer US LRG Cap Cows GR LD | New | 1.94% | +1.94 |
| SPTS SS SPDR P St Term TSY ETF | Add +176.2% | 0.97% | +0.60 |
| NEE Nextera Energy Inc. | Add +194.3% | 0.57% | +0.38 |
| D Dominion Energy Inc. | New | 0.37% | +0.37 |
| CB Chubb Ltd. | New | 0.26% | +0.26 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | New | 0.20% | +0.20 |
| VCRB Vanguard Core Bond ETF | Add +8.5% | 5.40% | +0.17 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +2.5% | 1.77% | +0.08 |
| TMO Thermo Fisher Scientific Inc. | Add +0.1% | 0.73% | +0.08 |
| XTRE Bondbloxx BBG 3Y US TSY ETF | Add +28.7% | 0.27% | +0.05 |
| MSFT Microsoft Corp. | Add +2.5% | 2.87% | +0.02 |
| BIBL Inspire 100 ETF | Add +6.4% | 0.20% | +0.01 |
| VCIT Vanguard Int-Term Corporate | Add +5.2% | 2.41% | +0.01 |
| SCHD Schwab US DVD Equity ETF | Add +5.6% | 0.33% | +0.01 |
| SPAB SS SPDR P Agg Bond ETF | Add +6.0% | 0.45% | +0.00 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +7.3% | 0.19% | +0.00 |
| SCHM Schwab US Mid Cap ETF | Add +0.4% | 0.30% | −0.00 |
| VGIT Vanguard Intermediate-Term T | Add +5.4% | 2.24% | −0.01 |
| XOM Exxon Mobil Corp. | Add +0.1% | 0.66% | −0.01 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +0.2% | 2.32% | −0.02 |
| KO The Coca-Cola Co. | Add +1.9% | 0.34% | −0.04 |
| XLV SS Health Care Select Sector | Add +1.3% | 2.49% | −0.04 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +2.5% | 2.58% | −0.09 |
| HON Honeywell International Inc. | Add +0.6% | 0.55% | −0.09 |
| COST Costco Wholesale Corp. | Add +1.1% | 0.75% | −0.09 |
| V Visa Inc. Class A | Add +0.3% | 0.95% | −0.10 |
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 |