Tandem Investment Partners LLC

Est. AUM

$118.0M

13F long equity, this entity only

Positions

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VANGUARD MALVERN FDS	CORE BD ETF	$8.1M	104073	6.83%	SOLE
2	STATE STR SPDR S&P 500 ETF T	TR UNIT	$7.5M	11573	6.38%	SOLE
3	SPDR SERIES TRUST	STATE STREET SPD	$7.2M	93778	6.09%	SOLE
4	PACER FDS TR	US CASH COWS 100	$6.1M	96965	5.14%	SOLE
5	VANGUARD STAR FDS	VG TL INTL STK F	$5.8M	75148	4.91%	SOLE
6	VANGUARD WORLD FD	INF TECH ETF	$4.9M	6952	4.11%	SOLE
7	PACER FDS TR	US LRG CP CASH	$4.2M	124288	3.55%	SOLE
8	VANGUARD INDEX FDS	TOTAL STK MKT	$3.9M	12151	3.30%	SOLE
9	STATE STR SPDR S&P MIDCAP 40	UTSER1 S&PDCRP	$3.7M	6011	3.14%	SOLE
10	VANGUARD SCOTTSDALE FDS	INT-TERM CORP	$3.4M	40665	2.85%	SOLE
11	SPDR SERIES TRUST	STATE STREET SPD	$3.3M	108025	2.82%	SOLE
12	VANGUARD SCOTTSDALE FDS	INTER TERM TREAS	$3.2M	54184	2.74%	SOLE
13	SELECT SECTOR SPDR TR	STATE STREET HEA	$3.2M	21935	2.73%	SOLE
14	SPDR SERIES TRUST	STATE STREET SPD	$3.0M	50210	2.52%	SOLE
15	INVESCO QQQ TR	UNIT SER 1	$3.0M	5127	2.51%	SOLE
16	INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$2.8M	14625	2.38%	SOLE
17	APPLE INC	COM	$2.5M	9921	2.13%	SOLE
18	MICROSOFT CORP	COM	$2.4M	6467	2.03%	SOLE
19	SPDR SERIES TRUST	STATE STREET SPD	$2.3M	47510	1.95%	SOLE
20	INVESCO EXCH TRADED FD TR II	NASDAQ 100 ETF	$1.9M	8152	1.64%	SOLE
21	JPMORGAN CHASE & CO	COM	$1.9M	6415	1.60%	SOLE
22	VANGUARD WHITEHALL FDS	INTL HIGH ETF	$1.7M	17919	1.43%	SOLE
23	ALPHABET INC	CAP STK CL C	$1.6M	5462	1.33%	SOLE
24	BERKSHIRE HATHAWAY INC DEL	CL B NEW	$1.5M	3145	1.28%	SOLE
25	AMERICAN CENTY ETF TR	INTL EQT ETF	$1.4M	16770	1.21%	SOLE
26	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$1.3M	5840	1.06%	SOLE
27	SCHWAB STRATEGIC TR	US BRD MKT ETF	$1.2M	47644	1.01%	SOLE
28	JOHNSON & JOHNSON	COM	$1.2M	4729	0.98%	SOLE
29	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.1M	1892	0.96%	SOLE
30	NVIDIA CORPORATION	COM	$1.1M	6436	0.95%	SOLE
31	ISHARES TR	CORE S&P SCP ETF	$1.0M	8205	0.86%	SOLE
32	WALMART INC	COM	$969K	7795	0.82%	SOLE
33	SPDR SERIES TRUST	STATE STREET SPD	$934K	32017	0.79%	SOLE
34	VISA INC	COM CL A	$908K	3005	0.77%	SOLE
35	EXXON MOBIL CORP	COM	$856K	5045	0.73%	SOLE
36	ORACLE CORP	COM	$842K	5725	0.71%	SOLE
37	COSTCO WHOLESALE CORPORATION	COM	$758K	761	0.64%	SOLE
38	TJX COS INC NEW	COM	$755K	4725	0.64%	SOLE
39	THERMO FISHER SCIENTIFIC INC	COM	$754K	1535	0.64%	SOLE
40	NEXTERA ENERGY INC	COM	$720K	7750	0.61%	SOLE
41	SPDR SERIES TRUST	STATE STREET SPD	$688K	26848	0.58%	SOLE
42	HOME DEPOT INC	COM	$639K	1942	0.54%	SOLE
43	WISDOMTREE TR	INTL SMCAP DIV	$625K	7670	0.53%	SOLE
44	PROCTER & GAMBLE CO	COM	$595K	4116	0.50%	SOLE
45	DANAHER CORP DEL	COM	$583K	3075	0.49%	SOLE
46	HONEYWELL INTL INC	COM	$556K	2459	0.47%	SOLE
47	AMGEN INC	COM	$543K	1542	0.46%	SOLE
48	LOWES COS INC	COM	$534K	2260	0.45%	SOLE
49	INTERNATIONAL BUSINESS MACHS	COM	$495K	2041	0.42%	SOLE
50	BLACKROCK INC	COM	$489K	508	0.41%	SOLE

1–50 of 73

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.