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CIK: 0002056333
Total reported value
$129.7M
$129.7M
62 檔
28.3%
As reported in its official Q4 2024 Form 13F filing, Tandem Investment Partners LLC's tracked investment portfolio stood at $129.7M with 62 total positions.
During Q4 2024, Tandem Investment Partners LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 14.02% | -0.03% | — | |
| 2 | MDY | State Street Spdr S&p Midcap | ETF-Other | 5.94% | +0.07% | — | |
| 3 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.35% | -0.18% | — | |
| 4 | VCRB | Vanguard Core Bond ETF | ETF-Other | 5.14% | -0.19% | — | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.74% | -0.42% | — | |
| 6 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.54% | +0.10% | — | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.46% | +0.38% | — | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.42% | +0.04% | — | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.27% | -0.21% | — | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.89% | -0.20% | — | |
| 11 | XLV | Ss Health Care Select Sector | ETF-Other | 2.62% | +0.16% | — | |
| 12 | AAPL | Apple Inc | Stock-Tech | 2.52% | +0.08% | — | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 2.51% | -0.15% | — | |
| 14 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.38% | +0.02% | — | |
| 15 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.22% | -0.06% | — | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.09% | -0.09% | — | |
| 17 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.90% | +0.18% | — | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.67% | -0.06% | — | |
| 19 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.66% | -0.14% | — | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.49% | -0.08% | — | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | -0.01% | — | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 1.11% | -0.07% | — | |
| 23 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.05% | +0.02% | — | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.91% | +0.04% | — | |
| 25 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.90% | +0.09% | — | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.16% | — | |
| 27 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.84% | -0.14% | — | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.78% | -0.14% | — | |
| 29 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.77% | — | — | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.77% | -0.04% | — | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.77% | -0.01% | — | |
| 32 | VPU | Vanguard Utilities ETF | ETF-Other | 0.75% | — | — | |
| 33 | NVDA | Nvidia CORP | Stock-Tech | 0.75% | — | — | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.70% | -0.03% | — | |
| 35 | DHR | Danaher CORP | Stock-Healthcare | 0.66% | -0.03% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.21% | — | |
| 37 | BLK | Blackrock Inc | Stock-Financials | 0.61% | -0.04% | — | |
| 38 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.60% | -0.11% | — | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.59% | -0.15% | — | |
| 40 | HON | Honeywell International Inc | Stock-Industrials | 0.59% | -0.47% | EXIT | |
| 41 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | — | — | |
| 42 | ITW | Illinois Tool Works | Stock-Industrials | 0.49% | -0.02% | — | |
| 43 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.48% | +0.02% | — | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.44% | -0.08% | — | |
| 45 | SNA | Snap-on Inc | Stock-Industrials | 0.43% | -0.32% | EXIT | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | +0.02% | — | |
| 47 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.41% | — | — | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.39% | -0.08% | — | |
| 49 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.37% | — | — | |
| 50 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.33% | -0.08% | — |
According to official SEC Form 13F filings, Tandem Investment Partners LLC reported a total U.S. public equity portfolio value of $129.7M across 62 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, MDY, VIG) accounted for 28.3% of total reported equity market value during Q4 2024.
During Q4 2024, Tandem Investment Partners LLC's top holdings by market value included SPY (14.0%)、MDY (5.9%)、VIG (5.3%). The largest single position, SPY, represented 14.0% of total portfolio value.
In Q4 2024, Tandem Investment Partners LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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