Tandem Investment Partners LLC - Stock Holdings in 13F Filings (SEC)
Updated on March 15, 2026.
Based on 13F Filings filed with the SEC on January 21, 2026, for the 2025 Q4 period, Tandem Investment Partners LLC held in its portfolio 65 assets valued at $118,584,310 (i.e. $118.58M).
The most valuable assets in the portfolio included: SPDR SERIES TRUST ($16.77M), SPDR S&P 500 ETF TR ($8.11M), and VANGUARD MALVERN FDS ($7.39M).
The chart below shows the top 10 valuable assets, and the table below shows the top 65 valuable assets.
You can see similar for other investment managers.
Related Topics: SEC Topic List.
Data Source: SEC.
Tandem Investment Partners LLC - Stock Holdings in 13F Filings (SEC)
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| Name of Issuer | No. of Shares | Value ($) | Class |
|---|---|---|---|
| SPDR SERIES TRUST | 344812 | 16772130 | STATE STREET SPD |
| SPDR S&P 500 ETF TR | 11886 | 8105301 | TR UNIT |
| VANGUARD MALVERN FDS | 94832 | 7386939 | CORE BD ETF |
| VANGUARD STAR FDS | 78445 | 5917891 | VG TL INTL STK F |
| PACER FDS TR | 97394 | 5860197 | US CASH COWS 100 |
| VANGUARD WORLD FD | 6798 | 5124196 | INF TECH ETF |
| VANGUARD INDEX FDS | 13317 | 4464791 | TOTAL STK MKT |
| SPDR S&P MIDCAP 400 ETF TR | 6170 | 3722238 | UTSER1 S&PDCRP |
| PACER FDS TR | 98023 | 3451390 | US LRG CP CASH |
| SELECT SECTOR SPDR TR | 21265 | 3291822 | STATE STREET HEA |
| INVESCO QQQ TR | 5255 | 3228199 | UNIT SER 1 |
| VANGUARD SCOTTSDALE FDS | 37192 | 3114830 | INT-TERM CORP |
| MICROSOFT CORP | 6137 | 2967976 | COM |
| VANGUARD SCOTTSDALE FDS | 49435 | 2962640 | INTER TERM TREAS |
| INVESCO EXCHANGE TRADED FD T | 14475 | 2772831 | S&P500 EQL WGT |
| APPLE INC | 9957 | 2706910 | COM |
| VANGUARD SPECIALIZED FUNDS | 10430 | 2292305 | DIV APP ETF |
| WISDOMTREE TR | 27725 | 2246002 | INTL SMCAP DIV |
| JPMORGAN CHASE & CO. | 6545 | 2108930 | COM |
| INVESCO EXCH TRADED FD TR II | 7581 | 1917387 | NASDAQ 100 ETF |
| ALPHABET INC | 5590 | 1754142 | CAP STK CL C |
| BERKSHIRE HATHAWAY INC DEL | 3190 | 1603454 | CL B NEW |
| VANGUARD INDEX FDS | 1927 | 1208480 | S&P 500 ETF SHS |
| SCHWAB STRATEGIC TR | 45467 | 1192599 | US BRD MKT ETF |
| ORACLE CORP | 5745 | 1119758 | COM |
| JOHNSON & JOHNSON | 5399 | 1117323 | COM |
| NVIDIA CORPORATION | 5830 | 1087295 | COM |
| VISA INC | 2970 | 1041609 | COM CL A |
| ISHARES TR | 8635 | 1037754 | CORE S&P SCP ETF |
| WALMART INC | 8615 | 959797 | COM |
| THERMO FISHER SCIENTIFIC INC | 1560 | 903942 | COM |
| TJX COS INC NEW | 4855 | 745777 | COM |
| COSTCO WHSL CORP NEW | 851 | 733851 | COM |
| EXXON MOBIL CORP | 6050 | 728057 | COM |
| DANAHER CORPORATION | 3040 | 695917 | COM |
| HOME DEPOT INC | 2005 | 689921 | COM |
| NEXTERA ENERGY INC | 8075 | 648261 | COM |
| PROCTER AND GAMBLE CO | 4356 | 624258 | COM |
| BLACKROCK INC | 582 | 622938 | COM |
| LOWES COS INC | 2500 | 602900 | COM |
| INTERNATIONAL BUSINESS MACHS | 1884 | 558060 | COM |
| AMGEN INC | 1688 | 552499 | COM |
| HONEYWELL INTL INC | 2729 | 532401 | COM |
| ILLINOIS TOOL WKS INC | 1980 | 487674 | COM |
| SNAP ON INC | 1305 | 449703 | COM |
| RTX CORPORATION | 2452 | 449697 | COM |
| BONDBLOXX ETF TRUST | 8529 | 424418 | BLOOMBERG THREE |
| VERIZON COMMUNICATIONS INC | 9870 | 402005 | COM |
| VANECK ETF TRUST | 21990 | 388343 | PREFERRED SECURT |
| COCA COLA CO | 5284 | 369404 | COM |
| ISHARES TR | 8900 | 368104 | HDG MSCI EAFE |
| DOMINION ENERGY INC | 6061 | 355114 | COM |
| VANGUARD ADMIRAL FDS INC | 3125 | 349375 | MIDCP 400 IDX |
| SCHWAB STRATEGIC TR | 12027 | 329901 | US DIVIDEND EQ |
| BONDBLOXX ETF TRUST | 6300 | 311661 | BLOOMBERG TWO YR |
| NORTHERN LTS FD TR IV | 1225 | 304033 | INSPIRE 500 ETF |
| AMERICAN EXPRESS CO | 820 | 303359 | COM |
| ALPHABET INC | 950 | 297350 | CAP STK CL A |
| CHUBB LIMITED | 930 | 290272 | COM |
| ISHARES TR | 5124 | 270957 | ISHS 1-5YR INVS |
| GILEAD SCIENCES INC | 2130 | 261436 | COM |
| CHEVRON CORP NEW | 1699 | 258945 | COM |
| NORTHERN LTS FD TR IV | 5710 | 257692 | INSPIRE 100 ETF |
| SCHWAB STRATEGIC TR | 8225 | 247326 | US MID-CAP ETF |
| SPDR INDEX SHS FDS | 5216 | 231643 | PORTFOLIO DEVLPD |
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