Tandem Investment Partners LLC
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed January 21, 2026), Tandem Investment Partners LLC reported 70 stock positions worth $118.6 million. Its top holding was SS SPDR S&P 500 ETF Trust-US (SPY) at 6.8% of the portfolio, followed by Vanguard Core Bond ETF (VCRB, 6.2%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 5.8%). Compared with Q3 2025, it opened 2 new positions, sold out of 1, added to 15 and reduced 51. The biggest buy was Pacer US LRG Cap Cows GR LD (COWG, shares +50%) and the biggest sale Vanguard Dividend Apprec ETF (VIG, shares −37%).
- Most Recent 13F
- Q2 2026
- Location
- Bordentown, NJ
- CIK
- 0002056333
- Portfolio Value
- $118.6M (Q4 2025)
- SEC Filing
- 0001172661-26-000247 ↗ filed Jan 21, 2026
Holdings Value
Holdings 70 stocks · $118.6M
| SPY SS SPDR S&P 500 ETF Trust-US | 6.84% | 11,886 | $8.1M | Reduce -1.9% |
| VCRB Vanguard Core Bond ETF | 6.23% | 94,832 | $7.4M | Add +13.1% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 5.81% | 85,865 | $6.9M | Reduce -3.5% |
| VXUS Vanguard Total Intl Stock | 4.99% | 78,445 | $5.9M | Reduce -1.7% |
| COWZ Pacer US Cash Cows 100 ETF | 4.94% | 97,394 | $5.9M | Reduce -0.3% |
| VGT Vanguard Info Tech ETF | 4.32% | 6,798 | $5.1M | Reduce -9.7% |
| VTI VG Morningstar TS MKT ETF-US | 3.77% | 13,317 | $4.5M | Reduce -8.3% |
| MDY State Street SPDR S&P Midcap | 3.14% | 6,170 | $3.7M | Reduce -2.2% |
| COWG Pacer US LRG Cap Cows GR LD | 2.91% | 98,023 | $3.5M | Add +50.3% |
| XLV SS Health Care Select Sector | 2.78% | 21,265 | $3.3M | Reduce -2.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.72% | 5,255 | $3.2M | Reduce -6.2% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.66% | 102,600 | $3.2M | Add +0.9% |
| VCIT Vanguard Int-Term Corporate | 2.63% | 37,192 | $3.1M | Add +6.5% |
| MSFT Microsoft Corp. | 2.50% | 6,137 | $3.0M | Reduce -9.1% |
| VGIT Vanguard Intermediate-Term T | 2.50% | 49,435 | $3.0M | Add +9.0% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.40% | 49,095 | $2.8M | Reduce -0.7% |
| RSP Invesco S&P 500 Equal Weight | 2.34% | 14,475 | $2.8M | Reduce -4.3% |
| AAPL Apple Inc. | 2.28% | 9,957 | $2.7M | Reduce -10.8% |
| VIG Vanguard Dividend Apprec ETF | 1.93% | 10,430 | $2.3M | Reduce -37.2% |
| DLS Wisdomtree Intl S/C DVD Fund | 1.89% | 27,725 | $2.2M | Add +1.1% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.88% | 47,528 | $2.2M | Add +2.0% |
| JPM JPMorgan Chase & Co. | 1.78% | 6,545 | $2.1M | Reduce -15.1% |
| QQQM Invesco Nasdaq 100 ETF | 1.62% | 7,581 | $1.9M | Reduce -7.1% |
| GOOG Alphabet Inc. Class C | 1.48% | 5,590 | $1.8M | Reduce -19.6% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.35% | 3,190 | $1.6M | Reduce -14.7% |
| VOO Vanguard S&P 500 ETF | 1.02% | 1,927 | $1.2M | Reduce -3.8% |
| SCHB Schwab US Broad Market ETF | 1.01% | 45,467 | $1.2M | Add +14.9% |
| ORCL Oracle Corp. | 0.94% | 5,745 | $1.1M | Reduce -13.9% |
| JNJ Johnson & Johnson | 0.94% | 5,399 | $1.1M | Reduce -13.4% |
| NVDA Nvidia Corp. | 0.92% | 5,830 | $1.1M | Reduce -0.2% |
| V Visa Inc. Class A | 0.88% | 2,970 | $1.0M | Reduce -12.5% |
| IJR iShares Core S&P Small-Cap E | 0.88% | 8,635 | $1.0M | Reduce -1.7% |
| SPTS SS SPDR P St Term TSY ETF | 0.86% | 34,843 | $1.0M | Reduce -13.8% |
| WMT Walmart Inc. | 0.81% | 8,615 | $960K | Reduce -21.5% |
| TMO Thermo Fisher Scientific Inc. | 0.76% | 1,560 | $904K | Reduce -14.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.63% | 4,855 | $746K | Reduce -15.9% |
| COST Costco Wholesale Corp. | 0.62% | 851 | $734K | Reduce -14.0% |
| XOM Exxon Mobil Corp. | 0.61% | 6,050 | $728K | Reduce -14.5% |
| DHR Danaher Corp. | 0.59% | 3,040 | $696K | Reduce -11.9% |
| HD Home Depot Inc. | 0.58% | 2,005 | $690K | Reduce -10.1% |
| NEE Nextera Energy Inc. | 0.55% | 8,075 | $648K | Reduce -11.5% |
| SPAB SS SPDR P Agg Bond ETF | 0.54% | 24,881 | $641K | Add +16.9% |
| PG The Procter & Gamble Co. | 0.53% | 4,356 | $624K | Reduce -11.0% |
| BLK BlackRock Inc. | 0.53% | 582 | $623K | Reduce -18.8% |
| LOW Lowe's Cos Inc. | 0.51% | 2,500 | $603K | Reduce -13.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.47% | 1,884 | $558K | Reduce -15.7% |
| AMGN Amgen Inc. | 0.47% | 1,688 | $552K | Reduce -17.3% |
| HON Honeywell International Inc. | 0.45% | 2,729 | $532K | Reduce -13.6% |
| ITW Illinois Tool Works | 0.41% | 1,980 | $488K | Reduce -15.1% |
| SNA Snap-on Inc. | 0.38% | 1,305 | $450K | Reduce -15.0% |
| RTX RTX Corp. | 0.38% | 2,452 | $450K | Reduce -14.4% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.36% | 8,529 | $424K | Add +29.0% |
| VZ Verizon Communications Inc. | 0.34% | 9,870 | $402K | Reduce -11.1% |
| PFXF Vaneck Pref Sec X-Financials | 0.33% | 21,990 | $388K | Add +12.7% |
| KO The Coca-Cola Co. | 0.31% | 5,284 | $369K | Reduce -14.6% |
| HEFA Isha Curr Hedged MSCI Eafe | 0.31% | 8,900 | $368K | Reduce -9.2% |
| D Dominion Energy Inc. | 0.30% | 6,061 | $355K | Reduce -16.6% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.29% | 3,125 | $349K | No change |
| SCHD Schwab US DVD Equity ETF | 0.28% | 12,027 | $330K | Reduce -18.4% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.26% | 6,300 | $312K | Add +28.4% |
| PTL Inspire 500 ETF | 0.26% | 1,225 | $304K | Add +3.8% |
| AXP American Express Co. | 0.26% | 820 | $303K | No change |
| GOOGL Alphabet Inc. Class A | 0.25% | 950 | $297K | Reduce -13.2% |
| CB Chubb Ltd. | 0.24% | 930 | $290K | Reduce -16.2% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.23% | 5,124 | $271K | Add +15.8% |
| GILD Gilead Sciences Inc. | 0.22% | 2,130 | $261K | New |
| CVX Chevron Corp. | 0.22% | 1,699 | $259K | Reduce -14.6% |
| BIBL Inspire 100 ETF | 0.22% | 5,710 | $258K | Add +5.3% |
| SCHM Schwab US Mid Cap ETF | 0.21% | 8,225 | $247K | Reduce -32.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.20% | 5,216 | $232K | New |
Portfolio Sells Q3 2025 → Q4 2025
| VIG Vanguard Dividend Apprec ETF | Reduce -37.2% | 1.93% | −1.01 |
| ORCL Oracle Corp. | Reduce -13.9% | 0.94% | −0.60 |
| MSFT Microsoft Corp. | Reduce -9.1% | 2.50% | −0.37 |
| VGT Vanguard Info Tech ETF | Reduce -9.7% | 4.32% | −0.30 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.24 |
| JPM JPMorgan Chase & Co. | Reduce -15.1% | 1.78% | −0.22 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -14.7% | 1.35% | −0.19 |
| BLK BlackRock Inc. | Reduce -18.8% | 0.53% | −0.16 |
| HD Home Depot Inc. | Reduce -10.1% | 0.58% | −0.16 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.3% | 3.77% | −0.15 |
| COST Costco Wholesale Corp. | Reduce -14.0% | 0.62% | −0.13 |
| WMT Walmart Inc. | Reduce -21.5% | 0.81% | −0.12 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -13.8% | 0.86% | −0.11 |
| HON Honeywell International Inc. | Reduce -13.6% | 0.45% | −0.10 |
| LOW Lowe's Cos Inc. | Reduce -13.9% | 0.51% | −0.09 |
| PG The Procter & Gamble Co. | Reduce -11.0% | 0.53% | −0.09 |
| ITW Illinois Tool Works | Reduce -15.1% | 0.41% | −0.09 |
| SCHM Schwab US Mid Cap ETF | Reduce -32.4% | 0.21% | −0.09 |
| V Visa Inc. Class A | Reduce -12.5% | 0.88% | −0.07 |
| D Dominion Energy Inc. | Reduce -16.6% | 0.30% | −0.07 |
| VZ Verizon Communications Inc. | Reduce -11.1% | 0.34% | −0.06 |
| SNA Snap-on Inc. | Reduce -15.0% | 0.38% | −0.06 |
| TJX TJX Companies Inc. | Reduce -15.9% | 0.63% | −0.06 |
| AAPL Apple Inc. | Reduce -10.8% | 2.28% | −0.05 |
| SCHD Schwab US DVD Equity ETF | Reduce -18.4% | 0.28% | −0.05 |
| IBM Intl Business Machines Corp. | Reduce -15.7% | 0.47% | −0.05 |
| XOM Exxon Mobil Corp. | Reduce -14.5% | 0.61% | −0.04 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -6.2% | 2.72% | −0.04 |
| QQQM Invesco Nasdaq 100 ETF | Reduce -7.1% | 1.62% | −0.04 |
| CVX Chevron Corp. | Reduce -14.6% | 0.22% | −0.04 |
| KO The Coca-Cola Co. | Reduce -14.6% | 0.31% | −0.03 |
| NEE Nextera Energy Inc. | Reduce -11.5% | 0.55% | −0.02 |
| RSP Invesco S&P 500 Equal Weight | Reduce -4.3% | 2.34% | −0.02 |
| RTX RTX Corp. | Reduce -14.4% | 0.38% | −0.01 |
| CB Chubb Ltd. | Reduce -16.2% | 0.24% | −0.01 |
| HEFA Isha Curr Hedged MSCI Eafe | Reduce -9.2% | 0.31% | −0.01 |
| JNJ Johnson & Johnson | Reduce -13.4% | 0.94% | −0.01 |
| AMGN Amgen Inc. | Reduce -17.3% | 0.47% | −0.01 |
| VOO Vanguard S&P 500 ETF | Reduce -3.8% | 1.02% | +0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.7% | 0.88% | +0.02 |
| NVDA Nvidia Corp. | Reduce -0.2% | 0.92% | +0.02 |
| DHR Danaher Corp. | Reduce -11.9% | 0.59% | +0.02 |
| GOOGL Alphabet Inc. Class A | Reduce -13.2% | 0.25% | +0.03 |
| TMO Thermo Fisher Scientific Inc. | Reduce -14.4% | 0.76% | +0.04 |
| MDY State Street SPDR S&P Midcap | Reduce -2.2% | 3.14% | +0.05 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Reduce -0.7% | 2.40% | +0.08 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Reduce -3.5% | 5.81% | +0.08 |
| GOOG Alphabet Inc. Class C | Reduce -19.6% | 1.48% | +0.09 |
| VXUS Vanguard Total Intl Stock | Reduce -1.7% | 4.99% | +0.18 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -1.9% | 6.84% | +0.20 |
Portfolio Buys Q3 2025 → Q4 2025
| COWG Pacer US LRG Cap Cows GR LD | Add +50.3% | 2.91% | +0.97 |
| VCRB Vanguard Core Bond ETF | Add +13.1% | 6.23% | +0.83 |
| VGIT Vanguard Intermediate-Term T | Add +9.0% | 2.50% | +0.26 |
| GILD Gilead Sciences Inc. | New | 0.22% | +0.22 |
| VCIT Vanguard Int-Term Corporate | Add +6.5% | 2.63% | +0.21 |
| SPDW Ste STR SPDR PT DW Eu ETF | New | 0.20% | +0.20 |
| SCHB Schwab US Broad Market ETF | Add +14.9% | 1.01% | +0.17 |
| SPSM SS SPDR P S&P 600 Small Cap | Add +2.0% | 1.88% | +0.10 |
| DLS Wisdomtree Intl S/C DVD Fund | Add +1.1% | 1.89% | +0.10 |
| SPAB SS SPDR P Agg Bond ETF | Add +16.9% | 0.54% | +0.09 |
| XTRE Bondbloxx BBG 3Y US TSY ETF | Add +29.0% | 0.36% | +0.09 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +0.9% | 2.66% | +0.08 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Add +28.4% | 0.26% | +0.06 |
| PFXF Vaneck Pref Sec X-Financials | Add +12.7% | 0.33% | +0.04 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +15.8% | 0.23% | +0.04 |
| BIBL Inspire 100 ETF | Add +5.3% | 0.22% | +0.02 |
| PTL Inspire 500 ETF | Add +3.8% | 0.26% | +0.01 |
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 |