# Tandem Investment Partners LLC

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 2056333. Source: https://holderbook.com/funds/2056333-tandem-investment-partners-llc/

- Reported value: $129.7M
- Positions: 76
- Weight of the ten largest: 46.9%
- Filed: 2026-07-27

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| VANGUARD MALVERN FDS | [VCRB](https://holderbook.com/stocks/VCRB/) | $8.6M | 111,462 | 6.6% | 7 |
| SPDR SERIES TRUST | [SPYM](https://holderbook.com/stocks/SPYM/) | $8.5M | 96,466 | 6.5% | 6 |
| STATE STR SPDR S&P 500 ETF T | [SPY](https://holderbook.com/stocks/SPY/) | $8.2M | 11,028 | 6.3% | 7 |
| VANGUARD STAR FDS | [VXUS](https://holderbook.com/stocks/VXUS/) | $6.5M | 75,973 | 5.0% | 7 |
| PACER FDS TR | [COWZ](https://holderbook.com/stocks/COWZ/) | $6.1M | 98,477 | 4.7% | 7 |
| VANGUARD WORLD FD | [VGT](https://holderbook.com/stocks/VGT/) | $5.8M | 48,735 | 4.5% | 7 |
| PACER FDS TR | [COWG](https://holderbook.com/stocks/COWG/) | $5.1M | 127,475 | 3.9% | 4 |
| STATE STR SPDR S&P MIDCAP 40 | [MDY](https://holderbook.com/stocks/MDY/) | $4.2M | 5,923 | 3.2% | 7 |
| VANGUARD INDEX FDS | [VTI](https://holderbook.com/stocks/VTI/) | $4.0M | 10,838 | 3.1% | 7 |
| SELECT SECTOR SPDR TR | [XLV](https://holderbook.com/stocks/XLV/) | $3.8M | 23,650 | 2.9% | 7 |
| VANGUARD SCOTTSDALE FDS | [VCIT](https://holderbook.com/stocks/VCIT/) | $3.6M | 43,720 | 2.8% | 7 |
| SPDR SERIES TRUST | [SPMD](https://holderbook.com/stocks/SPMD/) | $3.5M | 51,340 | 2.7% | 6 |
| VANGUARD SCOTTSDALE FDS | [VGIT](https://holderbook.com/stocks/VGIT/) | $3.4M | 58,344 | 2.7% | 7 |
| SPDR SERIES TRUST | [FLRN](https://holderbook.com/stocks/FLRN/) | $3.4M | 110,235 | 2.6% | 7 |
| INVESCO QQQ TR | [QQQ](https://holderbook.com/stocks/QQQ/) | $3.3M | 4,500 | 2.6% | 7 |
| INVESCO EXCHANGE TRADED FD T | [RSP](https://holderbook.com/stocks/RSP/) | $3.1M | 14,660 | 2.4% | 7 |
| APPLE INC | [AAPL](https://holderbook.com/stocks/AAPL/) | $2.9M | 9,901 | 2.2% | 7 |
| SPDR SERIES TRUST | [SPSM](https://holderbook.com/stocks/SPSM/) | $2.8M | 47,875 | 2.1% | 7 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $2.4M | 6,526 | 1.9% | 7 |
| SPDR SERIES TRUST | - | $2.3M | 94,010 | 1.8% | 1 |
| JPMORGAN CHASE & CO | [JPM](https://holderbook.com/stocks/JPM/) | $2.0M | 6,095 | 1.5% | 7 |
| VANGUARD WHITEHALL FDS | [VYMI](https://holderbook.com/stocks/VYMI/) | $2.0M | 20,134 | 1.5% | 2 |
| ALPHABET INC | [GOOG](https://holderbook.com/stocks/GOOG/) | $1.7M | 4,855 | 1.3% | 7 |
| AMERICAN CENTY ETF TR | [AVDE](https://holderbook.com/stocks/AVDE/) | $1.7M | 19,142 | 1.3% | 2 |
| VANGUARD INDEX FDS | [VOO](https://holderbook.com/stocks/VOO/) | $1.7M | 2,437 | 1.3% | 5 |
| BERKSHIRE HATHAWAY INC DEL | [BRKB](https://holderbook.com/stocks/BRKB/) | $1.6M | 3,110 | 1.2% | 7 |
| SCHWAB STRATEGIC TR | [SCHB](https://holderbook.com/stocks/SCHB/) | $1.4M | 49,444 | 1.1% | 7 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $1.2M | 6,191 | 1.0% | 7 |
| VANGUARD SPECIALIZED FUNDS | [VIG](https://holderbook.com/stocks/VIG/) | $1.1M | 4,825 | 0.9% | 7 |
| ISHARES TR | [IJR](https://holderbook.com/stocks/IJR/) | $1.1M | 7,660 | 0.9% | 7 |
| JOHNSON & JOHNSON | [JNJ](https://holderbook.com/stocks/JNJ/) | $1.1M | 4,294 | 0.8% | 7 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $1.1M | 3,080 | 0.8% | 7 |
| SPDR SERIES TRUST | [SPTS](https://holderbook.com/stocks/SPTS/) | $915.8K | 31,569 | 0.7% | 7 |
| WALMART INC | [WMT](https://holderbook.com/stocks/WMT/) | $861.9K | 7,610 | 0.7% | 7 |
| ORACLE CORP | [ORCL](https://holderbook.com/stocks/ORCL/) | $828.7K | 5,655 | 0.6% | 7 |
| SPDR SERIES TRUST | [SPAB](https://holderbook.com/stocks/SPAB/) | $783.2K | 30,691 | 0.6% | 7 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $772.1K | 1,540 | 0.6% | 7 |
| HOME DEPOT INC | [HD](https://holderbook.com/stocks/HD/) | $686.7K | 1,947 | 0.5% | 7 |
| NEXTERA ENERGY INC | [NEE](https://holderbook.com/stocks/NEE/) | $682.4K | 7,775 | 0.5% | 7 |
| EXXON MOBIL CORP | [XOMXXXX](https://holderbook.com/stocks/XOMXXXX/) | $676.4K | 4,947 | 0.5% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $645.5K | 690 | 0.5% | 7 |
| TJX COS INC NEW | [TJX](https://holderbook.com/stocks/TJX/) | $633.3K | 4,180 | 0.5% | 7 |
| PROCTER & GAMBLE CO | [PG](https://holderbook.com/stocks/PG/) | $607.2K | 4,141 | 0.5% | 7 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $601.2K | 3,156 | 0.5% | 7 |
| AMERICAN EXPRESS CO | [AXP](https://holderbook.com/stocks/AXP/) | $597.0K | 1,765 | 0.5% | 7 |
| INTERNATIONAL BUSINESS MACHS | [IBM](https://holderbook.com/stocks/IBM/) | $574.8K | 2,044 | 0.4% | 7 |
| WISDOMTREE TR | [DLS](https://holderbook.com/stocks/DLS/) | $504.8K | 6,025 | 0.4% | 7 |
| NORTHERN LTS FD TR IV | [PTL](https://holderbook.com/stocks/PTL/) | $490.6K | 1,715 | 0.4% | 5 |
| AMGEN INC | [AMGN](https://holderbook.com/stocks/AMGN/) | $488.1K | 1,348 | 0.4% | 7 |
| BLACKROCK INC | [BLK](https://holderbook.com/stocks/BLK/) | $475.0K | 494 | 0.4% | 7 |
| LOWES COS INC | [LOW](https://holderbook.com/stocks/LOW/) | $435.5K | 1,975 | 0.3% | 7 |
| RTX CORPORATION | [RTX](https://holderbook.com/stocks/RTX/) | $432.0K | 2,277 | 0.3% | 7 |
| DOMINION ENERGY INC | [D](https://holderbook.com/stocks/D/) | $425.2K | 6,226 | 0.3% | 4 |
| ILLINOIS TOOL WKS INC | [ITW](https://holderbook.com/stocks/ITW/) | $420.6K | 1,555 | 0.3% | 7 |
| COCA COLA CO | [KO](https://holderbook.com/stocks/KO/) | $411.6K | 5,064 | 0.3% | 7 |
| SCHWAB STRATEGIC TR | [SCHD](https://holderbook.com/stocks/SCHD/) | $405.5K | 12,788 | 0.3% | 7 |
| VANECK ETF TRUST | [PFXF](https://holderbook.com/stocks/PFXF/) | $399.0K | 22,365 | 0.3% | 7 |
| VERIZON COMMUNICATIONS INC | [VZ](https://holderbook.com/stocks/VZ/) | $398.0K | 9,400 | 0.3% | 7 |
| PENTAIR PLC | [PNR](https://holderbook.com/stocks/PNR/) | $387.5K | 5,055 | 0.3% | 1 |
| VANGUARD ADMIRAL FDS INC | [IVOO](https://holderbook.com/stocks/IVOO/) | $384.7K | 2,950 | 0.3% | 5 |
| BONDBLOXX ETF TRUST | [XTRE](https://holderbook.com/stocks/XTRE/) | $381.9K | 7,790 | 0.3% | 7 |
| SCHWAB STRATEGIC TR | [SCHM](https://holderbook.com/stocks/SCHM/) | $338.8K | 9,190 | 0.3% | 7 |
| CHUBB LIMITED | [CB](https://holderbook.com/stocks/CB/) | $334.3K | 981 | 0.3% | 4 |
| NORTHERN LTS FD TR IV | [BIBL](https://holderbook.com/stocks/BIBL/) | $333.1K | 5,755 | 0.3% | 5 |
| ISHARES TR | [IGSB](https://holderbook.com/stocks/IGSB/) | $329.6K | 6,288 | 0.3% | 7 |
| GILEAD SCIENCES INC | [GILD](https://holderbook.com/stocks/GILD/) | $303.5K | 2,402 | 0.2% | 3 |
| SPDR INDEX SHS FDS | [SPDW](https://holderbook.com/stocks/SPDW/) | $296.7K | 5,889 | 0.2% | 3 |
| CARDINAL HEALTH INC | [CAH](https://holderbook.com/stocks/CAH/) | $289.8K | 1,220 | 0.2% | 1 |
| CHEVRON CORPORATION | [CVX](https://holderbook.com/stocks/CVX/) | $276.7K | 1,669 | 0.2% | 7 |
| HONEYWELL INTL INC | [HON](https://holderbook.com/stocks/HON/) | $270.9K | 1,210 | 0.2% | 1 |
| HONEYWELL AEROSPACE INC | [HONA](https://holderbook.com/stocks/HONA/) | $267.5K | 1,210 | 0.2% | 1 |
| BOOKING HOLDINGS INC | [BKNG](https://holderbook.com/stocks/BKNG/) | $251.0K | 1,408 | 0.2% | 1 |
| BONDBLOXX ETF TRUST | [XTWO](https://holderbook.com/stocks/XTWO/) | $248.3K | 5,072 | 0.2% | 4 |
| DISNEY WALT CO | [DIS](https://holderbook.com/stocks/DIS/) | $229.7K | 2,386 | 0.2% | 2 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $202.6K | 850 | 0.2% | 1 |
| CALAMOS CONV & HIGH INCOME F | [CHY](https://holderbook.com/stocks/CHY/) | $170.5K | 12,515 | 0.1% | 2 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +9.7% | +14.8% | -5.1% | 100% |
| Q1 2026 | -2.0% | -4.6% | +2.6% | 100% |
| Q4 2025 | +1.7% | +2.4% | -0.7% | 100% |
| Q3 2025 | +6.9% | +7.8% | -0.9% | 100% |
| Q2 2025 | +6.6% | +10.5% | -3.9% | 100% |
| Q1 2025 | -2.5% | -4.6% | +2.1% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $129.7M | 76 |
| Q1 2026 | $118.0M | 73 |
| Q4 2025 | $118.6M | 70 |
| Q3 2025 | $121.7M | 69 |
| Q2 2025 | $114.7M | 69 |
| Q1 2025 | $101.2M | 64 |
| Q4 2024 | $104.5M | 62 |