Tandem Investment Partners LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 13, 2026), Tandem Investment Partners LLC reported 73 stock positions worth $118.0 million. Its top holding was Vanguard Core Bond ETF (VCRB) at 6.8% of the portfolio, followed by SS SPDR S&P 500 ETF Trust-US (SPY, 6.4%) and Ste STR SPDR PT S&P 500 ETF (SPYM, 6.1%). Compared with Q4 2025, it opened 4 new positions, sold out of 1, added to 26 and reduced 41. The biggest buy was a new position in Vanguard Int High DVD YLD (VYMI) and the biggest sale Wisdomtree Intl S/C DVD Fund (DLS, shares −72%).
- Most Recent 13F
- Q2 2026
- Location
- Bordentown, NJ
- CIK
- 0002056333
- Portfolio Value
- $118.0M (Q1 2026)
- SEC Filing
- 0001172661-26-001751 ↗ filed May 13, 2026
Holdings Value
Holdings 73 stocks · $118.0M
| VCRB Vanguard Core Bond ETF | 6.83% | 104,073 | $8.1M | Add +9.7% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.38% | 11,573 | $7.5M | Reduce -2.6% |
| SPYM Ste STR SPDR PT S&P 500 ETF | 6.09% | 93,778 | $7.2M | Add +9.2% |
| COWZ Pacer US Cash Cows 100 ETF | 5.14% | 96,965 | $6.1M | Reduce -0.4% |
| VXUS Vanguard Total Intl Stock | 4.91% | 75,148 | $5.8M | Reduce -4.2% |
| VGT Vanguard Info Tech ETF | 4.11% | 6,952 | $4.9M | Add +2.3% |
| COWG Pacer US LRG Cap Cows GR LD | 3.56% | 124,288 | $4.2M | Add +26.8% |
| VTI VG Morningstar TS MKT ETF-US | 3.30% | 12,151 | $3.9M | Reduce -8.8% |
| MDY State Street SPDR S&P Midcap | 3.14% | 6,011 | $3.7M | Reduce -2.6% |
| VCIT Vanguard Int-Term Corporate | 2.85% | 40,665 | $3.4M | Add +9.3% |
| FLRN SS SPDR BB Ig Float RT ETF | 2.82% | 108,025 | $3.3M | Add +5.3% |
| VGIT Vanguard Intermediate-Term T | 2.74% | 54,184 | $3.2M | Add +9.6% |
| XLV SS Health Care Select Sector | 2.73% | 21,935 | $3.2M | Add +3.1% |
| SPMD SS SPDR P S&P 400 Midcap ETF | 2.52% | 50,210 | $3.0M | Add +2.3% |
| QQQ Invesco QQQ Trust Series 1 | 2.51% | 5,127 | $3.0M | Reduce -2.4% |
| RSP Invesco S&P 500 Equal Weight | 2.38% | 14,625 | $2.8M | Add +1.0% |
| AAPL Apple Inc. | 2.13% | 9,921 | $2.5M | Reduce -0.4% |
| MSFT Microsoft Corp. | 2.03% | 6,467 | $2.4M | Add +5.4% |
| SPSM SS SPDR P S&P 600 Small Cap | 1.95% | 47,510 | $2.3M | Reduce -0.0% |
| QQQM Invesco Nasdaq 100 ETF | 1.64% | 8,152 | $1.9M | Add +7.5% |
| JPM JPMorgan Chase & Co. | 1.60% | 6,415 | $1.9M | Reduce -2.0% |
| VYMI Vanguard Int High DVD YLD Inc. | 1.43% | 17,919 | $1.7M | New |
| GOOG Alphabet Inc. Class C | 1.33% | 5,462 | $1.6M | Reduce -2.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.28% | 3,145 | $1.5M | Reduce -1.4% |
| AVDE Avantis International Equity | 1.21% | 16,770 | $1.4M | New |
| VIG Vanguard Dividend Apprec ETF | 1.06% | 5,840 | $1.3M | Reduce -44.0% |
| SCHB Schwab US Broad Market ETF | 1.01% | 47,644 | $1.2M | Add +4.8% |
| JNJ Johnson & Johnson | 0.98% | 4,729 | $1.2M | Reduce -12.4% |
| VOO Vanguard S&P 500 ETF | 0.96% | 1,892 | $1.1M | Reduce -1.8% |
| NVDA Nvidia Corp. | 0.95% | 6,436 | $1.1M | Add +10.4% |
| IJR iShares Core S&P Small-Cap E | 0.86% | 8,205 | $1.0M | Reduce -5.0% |
| WMT Walmart Inc. | 0.82% | 7,795 | $969K | Reduce -9.5% |
| SPTS SS SPDR P St Term TSY ETF | 0.79% | 32,017 | $934K | Reduce -8.1% |
| V Visa Inc. Class A | 0.77% | 3,005 | $908K | Add +1.2% |
| XOM Exxon Mobil Corp. | 0.73% | 5,045 | $856K | Reduce -16.6% |
| ORCL Oracle Corp. | 0.71% | 5,725 | $842K | Reduce -0.3% |
| COST Costco Wholesale Corp. | 0.64% | 761 | $758K | Reduce -10.6% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.64% | 4,725 | $755K | Reduce -2.7% |
| TMO Thermo Fisher Scientific Inc. | 0.64% | 1,535 | $754K | Reduce -1.6% |
| NEE Nextera Energy Inc. | 0.61% | 7,750 | $720K | Reduce -4.0% |
| SPAB SS SPDR P Agg Bond ETF | 0.58% | 26,848 | $688K | Add +7.9% |
| HD Home Depot Inc. | 0.54% | 1,942 | $639K | Reduce -3.1% |
| DLS Wisdomtree Intl S/C DVD Fund | 0.53% | 7,670 | $625K | Reduce -72.3% |
| PG The Procter & Gamble Co. | 0.50% | 4,116 | $595K | Reduce -5.5% |
| DHR Danaher Corp. | 0.49% | 3,075 | $583K | Add +1.1% |
| HON Honeywell International Inc. | 0.47% | 2,459 | $556K | Reduce -9.9% |
| AMGN Amgen Inc. | 0.46% | 1,542 | $543K | Reduce -8.7% |
| LOW Lowe's Cos Inc. | 0.45% | 2,260 | $534K | Reduce -9.6% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 2,041 | $495K | Add +8.3% |
| BLK BlackRock Inc. | 0.41% | 508 | $489K | Reduce -12.7% |
| VZ Verizon Communications Inc. | 0.39% | 9,150 | $459K | Reduce -7.3% |
| XTRE Bondbloxx BBG 3Y US TSY ETF | 0.38% | 9,055 | $448K | Add +6.2% |
| RTX RTX Corp. | 0.37% | 2,277 | $439K | Reduce -7.1% |
| ITW Illinois Tool Works | 0.34% | 1,555 | $405K | Reduce -21.5% |
| PFXF Vaneck Pref Sec X-Financials | 0.33% | 22,240 | $390K | Add +1.1% |
| SNA Snap-on Inc. | 0.32% | 1,050 | $381K | Reduce -19.5% |
| D Dominion Energy Inc. | 0.32% | 6,101 | $377K | Add +0.7% |
| KO The Coca-Cola Co. | 0.32% | 4,954 | $377K | Reduce -6.3% |
| SCHD Schwab US DVD Equity ETF | 0.31% | 11,745 | $360K | Reduce -2.3% |
| IVOO Vanguard S&P Mid-Cap 400 ETF | 0.30% | 3,125 | $357K | No change |
| PTL Inspire 500 ETF | 0.30% | 1,420 | $356K | Add +15.9% |
| CVX Chevron Corp. | 0.29% | 1,669 | $345K | Reduce -1.8% |
| GILD Gilead Sciences Inc. | 0.27% | 2,272 | $317K | Add +6.7% |
| CB Chubb Ltd. | 0.25% | 920 | $300K | Reduce -1.1% |
| XTWO Bondbloxx BBG 2Y US TSY ETF | 0.25% | 5,995 | $296K | Reduce -4.8% |
| IGSB iShares 1-5Y Inv Grade Corp. | 0.25% | 5,522 | $290K | Add +7.8% |
| SCHM Schwab US Mid Cap ETF | 0.23% | 8,703 | $269K | Add +5.8% |
| GOOGL Alphabet Inc. Class A | 0.21% | 870 | $250K | Reduce -8.4% |
| SPDW Ste STR SPDR PT DW Eu ETF | 0.21% | 5,435 | $248K | Add +4.2% |
| AXP American Express Co. | 0.21% | 820 | $248K | No change |
| BIBL Inspire 100 ETF | 0.20% | 4,945 | $233K | Reduce -13.4% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.18% | 2,250 | $217K | New |
| XCHYX Calamos Convert & High Inc. | 0.09% | 10,260 | $112K | New |
Portfolio Sells Q4 2025 → Q1 2026
| DLS Wisdomtree Intl S/C DVD Fund | Reduce -72.3% | 0.53% | −1.36 |
| VIG Vanguard Dividend Apprec ETF | Reduce -44.0% | 1.06% | −0.87 |
| VTI VG Morningstar TS MKT ETF-US | Reduce -8.8% | 3.30% | −0.46 |
| SPY SS SPDR S&P 500 ETF Trust-US | Reduce -2.6% | 6.38% | −0.45 |
| HEFA Isha Curr Hedged MSCI Eafe | Sold out | 0.00% | −0.31 |
| ORCL Oracle Corp. | Reduce -0.3% | 0.71% | −0.23 |
| QQQ Invesco QQQ Trust Series 1 | Reduce -2.4% | 2.51% | −0.21 |
| JPM JPMorgan Chase & Co. | Reduce -2.0% | 1.60% | −0.18 |
| GOOG Alphabet Inc. Class C | Reduce -2.3% | 1.33% | −0.15 |
| AAPL Apple Inc. | Reduce -0.4% | 2.13% | −0.15 |
| TMO Thermo Fisher Scientific Inc. | Reduce -1.6% | 0.64% | −0.12 |
| BLK BlackRock Inc. | Reduce -12.7% | 0.41% | −0.11 |
| VXUS Vanguard Total Intl Stock | Reduce -4.2% | 4.91% | −0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -1.4% | 1.28% | −0.07 |
| SPTS SS SPDR P St Term TSY ETF | Reduce -8.1% | 0.79% | −0.07 |
| ITW Illinois Tool Works | Reduce -21.5% | 0.34% | −0.07 |
| VOO Vanguard S&P 500 ETF | Reduce -1.8% | 0.96% | −0.06 |
| SNA Snap-on Inc. | Reduce -19.5% | 0.32% | −0.06 |
| LOW Lowe's Cos Inc. | Reduce -9.6% | 0.45% | −0.06 |
| HD Home Depot Inc. | Reduce -3.1% | 0.54% | −0.04 |
| GOOGL Alphabet Inc. Class A | Reduce -8.4% | 0.21% | −0.04 |
| PG The Procter & Gamble Co. | Reduce -5.5% | 0.50% | −0.02 |
| BIBL Inspire 100 ETF | Reduce -13.4% | 0.20% | −0.02 |
| XTWO Bondbloxx BBG 2Y US TSY ETF | Reduce -4.8% | 0.25% | −0.01 |
| IJR iShares Core S&P Small-Cap E | Reduce -5.0% | 0.86% | −0.01 |
| RTX RTX Corp. | Reduce -7.1% | 0.37% | −0.01 |
| AMGN Amgen Inc. | Reduce -8.7% | 0.46% | −0.01 |
| MDY State Street SPDR S&P Midcap | Reduce -2.6% | 3.14% | +0.00 |
| KO The Coca-Cola Co. | Reduce -6.3% | 0.32% | +0.01 |
| CB Chubb Ltd. | Reduce -1.1% | 0.25% | +0.01 |
| TJX TJX Companies Inc. | Reduce -2.7% | 0.64% | +0.01 |
| WMT Walmart Inc. | Reduce -9.5% | 0.82% | +0.01 |
| HON Honeywell International Inc. | Reduce -9.9% | 0.47% | +0.02 |
| COST Costco Wholesale Corp. | Reduce -10.6% | 0.64% | +0.02 |
| SCHD Schwab US DVD Equity ETF | Reduce -2.3% | 0.31% | +0.03 |
| JNJ Johnson & Johnson | Reduce -12.4% | 0.98% | +0.04 |
| VZ Verizon Communications Inc. | Reduce -7.3% | 0.39% | +0.05 |
| NEE Nextera Energy Inc. | Reduce -4.0% | 0.61% | +0.06 |
| SPSM SS SPDR P S&P 600 Small Cap | Reduce -0.0% | 1.95% | +0.07 |
| CVX Chevron Corp. | Reduce -1.8% | 0.29% | +0.07 |
| XOM Exxon Mobil Corp. | Reduce -16.6% | 0.73% | +0.11 |
| COWZ Pacer US Cash Cows 100 ETF | Reduce -0.4% | 5.14% | +0.20 |
Portfolio Buys Q4 2025 → Q1 2026
| VYMI Vanguard Int High DVD YLD Inc. | New | 1.43% | +1.43 |
| AVDE Avantis International Equity | New | 1.21% | +1.21 |
| COWG Pacer US LRG Cap Cows GR LD | Add +26.8% | 3.56% | +0.64 |
| VCRB Vanguard Core Bond ETF | Add +9.7% | 6.83% | +0.60 |
| SPYM Ste STR SPDR PT S&P 500 ETF | Add +9.2% | 6.09% | +0.28 |
| VGIT Vanguard Intermediate-Term T | Add +9.6% | 2.74% | +0.24 |
| VCIT Vanguard Int-Term Corporate | Add +9.3% | 2.85% | +0.23 |
| DIS The Walt Disney Co. | New | 0.18% | +0.18 |
| FLRN SS SPDR BB Ig Float RT ETF | Add +5.3% | 2.82% | +0.16 |
| SPMD SS SPDR P S&P 400 Midcap ETF | Add +2.3% | 2.52% | +0.12 |
| XCHYX Calamos Convert & High Inc. | New | 0.09% | +0.09 |
| GILD Gilead Sciences Inc. | Add +6.7% | 0.27% | +0.05 |
| PTL Inspire 500 ETF | Add +15.9% | 0.30% | +0.05 |
| SPAB SS SPDR P Agg Bond ETF | Add +7.9% | 0.58% | +0.04 |
| RSP Invesco S&P 500 Equal Weight | Add +1.0% | 2.38% | +0.04 |
| NVDA Nvidia Corp. | Add +10.4% | 0.95% | +0.03 |
| QQQM Invesco Nasdaq 100 ETF | Add +7.5% | 1.64% | +0.03 |
| XTRE Bondbloxx BBG 3Y US TSY ETF | Add +6.2% | 0.38% | +0.02 |
| D Dominion Energy Inc. | Add +0.7% | 0.32% | +0.02 |
| SCHM Schwab US Mid Cap ETF | Add +5.8% | 0.23% | +0.02 |
| IGSB iShares 1-5Y Inv Grade Corp. | Add +7.8% | 0.25% | +0.02 |
| SPDW Ste STR SPDR PT DW Eu ETF | Add +4.2% | 0.21% | +0.01 |
| SCHB Schwab US Broad Market ETF | Add +4.8% | 1.01% | +0.01 |
| PFXF Vaneck Pref Sec X-Financials | Add +1.1% | 0.33% | +0.00 |
| XLV SS Health Care Select Sector | Add +3.1% | 2.73% | −0.05 |
| IBM Intl Business Machines Corp. | Add +8.3% | 0.42% | −0.05 |
| DHR Danaher Corp. | Add +1.1% | 0.49% | −0.09 |
| V Visa Inc. Class A | Add +1.2% | 0.77% | −0.11 |
| VGT Vanguard Info Tech ETF | Add +2.3% | 4.11% | −0.21 |
| MSFT Microsoft Corp. | Add +5.4% | 2.03% | −0.47 |
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 |