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Tandem Investment Partners LLC Top Holdings and 13F Report (2025)

About Tandem Investment Partners LLC

Investment Activity

  • Tandem Investment Partners LLC has $104.49 million in total holdings as of December 31, 2024.
  • Tandem Investment Partners LLC owns shares of 62 different stocks, but just 23 companies or ETFs make up 80% of its holdings.

Largest Holdings

VANGUARD MALVERN FDS
$5,366,743

Sector Allocation

Map of 500 Largest Holdings ofTandem Investment Partners LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueShares Held% of PortfolioSector
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$14,651,41524,99914.0%Finance
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$6,204,43610,8935.9%ETF
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$5,593,29728,5625.4%ETF
VANGUARD MALVERN FDS
$5,366,74370,7925.1%CORE BD ETF
Pacer US Cash Cows 100 ETF stock logo
COWZ
Pacer US Cash Cows 100 ETF
$4,949,56687,6344.7%ETF
Vanguard Total International Stock ETF stock logo
VXUS
Vanguard Total International Stock ETF
$4,746,81380,5504.5%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$4,661,0137,4964.5%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$4,623,0539,0434.4%Finance
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$4,465,10315,4074.3%ETF
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF stock logo
FLRN
SPDR Bloomberg Barclays Investment Grade Floating Rate ETF
$3,018,45798,2252.9%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$2,732,82819,8652.6%ETF
Apple Inc. stock logo
AAPL
Apple
$2,630,41210,5042.5%Computer and Technology
Microsoft Co. stock logo
MSFT
Microsoft
$2,625,1026,2282.5%Computer and Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$2,484,76014,1802.4%ETF
Vanguard Intermediate-Term Corporate Bond ETF stock logo
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
$2,324,21828,9552.2%ETF
Vanguard Intermediate-Term Treasury Index ETF stock logo
VGIT
Vanguard Intermediate-Term Treasury Index ETF
$2,178,77037,5652.1%ETF
SPDR Portfolio S&P 600 Small Cap ETF stock logo
SPSM
SPDR Portfolio S&P 600 Small Cap ETF
$1,983,35244,1531.9%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$1,745,3297,2811.7%Finance
WisdomTree International SmallCap Dividend Fund stock logo
DLS
WisdomTree International SmallCap Dividend Fund
$1,733,33127,5351.7%Finance
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$1,555,2043,4311.5%Finance
Alphabet Inc. stock logo
GOOG
Alphabet
$1,187,3936,2351.1%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$1,160,6486,9651.1%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$1,101,5039,5601.1%ETF
Visa Inc. stock logo
V
Visa
$951,2803,0100.9%Business Services
Schwab US Broad Market ETF stock logo
SCHB
Schwab US Broad Market ETF
$939,92041,4060.9%ETF
Walmart Inc. stock logo
WMT
Walmart
$879,1069,7300.8%Retail/Wholesale
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$874,1229540.8%Retail/Wholesale
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$819,8515,6690.8%Medical
iShares 0-3 Month Treasury Bond ETF stock logo
SGOV
iShares 0-3 Month Treasury Bond ETF
$808,3788,0580.8%ETF
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$802,1951,5420.8%Medical
The Home Depot, Inc. stock logo
HD
Home Depot
$802,0972,0620.8%Retail/Wholesale
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$781,9654,7850.7%ETF
NVIDIA Co. stock logo
NVDA
NVIDIA
$781,5685,8200.7%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$736,6544,3940.7%Consumer Staples
Danaher Co. stock logo
DHR
Danaher
$692,0933,0150.7%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$652,4126,0650.6%Oils/Energy
BLACKROCK INC
$636,5936210.6%COM
Lowe's Companies, Inc. stock logo
LOW
Lowe's Companies
$626,8722,5400.6%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$617,9435,1150.6%Retail/Wholesale
Honeywell International Inc. stock logo
HON
Honeywell International
$617,5832,7340.6%Multi-Sector Conglomerates
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$580,7271,1480.6%Medical
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$507,3742,0010.5%Industrial Products
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$504,75120,1980.5%ETF
Amgen Inc. stock logo
AMGN
Amgen
$455,3381,7470.4%Medical
Snap-on Incorporated stock logo
SNA
Snap-on
$444,7191,3100.4%Consumer Discretionary
International Business Machines Co. stock logo
IBM
International Business Machines
$439,0011,9970.4%Computer and Technology
iShares Currency Hedged MSCI EAFE ETF stock logo
HEFA
iShares Currency Hedged MSCI EAFE ETF
$423,95012,2000.4%ETF
Verizon Communications Inc. stock logo
VZ
Verizon Communications
$404,89910,1250.4%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$381,43913,9620.4%ETF
SPDR Portfolio Short Term Treasury ETF stock logo
SPTS
SPDR Portfolio Short Term Treasury ETF
$343,16111,8290.3%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$340,4008000.3%Finance
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$338,86812,2290.3%ETF
VanEck Preferred Securities ex Financials ETF stock logo
PFXF
VanEck Preferred Securities ex Financials ETF
$334,04619,3650.3%ETF
The Coca-Cola Company stock logo
KO
Coca-Cola
$320,8885,1540.3%Consumer Staples
RTX Co. stock logo
RTX
RTX
$285,3652,4660.3%Aerospace
Pfizer Inc. stock logo
PFE
Pfizer
$268,88210,1350.3%Medical
Chevron Co. stock logo
CVX
Chevron
$247,5321,7090.2%Oils/Energy
American Express stock logo
AXP
American Express
$243,3688200.2%Finance
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$222,2393,1000.2%Utilities
iShares 1-5 Year Investment Grade Corporate Bond ETF stock logo
IGSB
iShares 1-5 Year Investment Grade Corporate Bond ETF
$222,1624,2970.2%Manufacturing
Alphabet Inc. stock logo
GOOGL
Alphabet
$220,5351,1650.2%Computer and Technology
XTRE
BondBloxx Bloomberg Three Year Target Duration US Treasury ETF
$218,9774,4900.2%ETF

Showing largest 100 holdings. View all holdings.
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