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CIK: 0002056333
Total reported value
$129.7M
$129.7M
64 檔
22.8%
According to the latest 13F quarterly dataset, Tandem Investment Partners LLC managed an equity portfolio of $129.7M at the end of Q1 2025, spanning 64 distinct U.S. exchange-listed positions.
During Q1 2025, 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 | 7.53% | -0.03% | -45.48% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.76% | +0.44% | — | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 5.53% | -0.19% | +2.22% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.36% | -0.18% | -1.99% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.97% | +0.10% | +0.69% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.90% | -0.42% | +3.33% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.13% | -0.21% | -1.26% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.02% | +0.38% | +0.17% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.59% | +0.07% | -37.46% | |
| 10 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.93% | -0.20% | -2.01% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.90% | +0.04% | -30.70% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 2.88% | +0.16% | +0.68% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.49% | +0.02% | +2.61% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.46% | -0.06% | +5.39% | |
| 15 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.34% | +0.15% | — | |
| 16 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.32% | -0.09% | +5.18% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 2.31% | -0.15% | -0.16% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.08% | -1.08% | |
| 19 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.80% | -0.14% | +0.20% | |
| 20 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.79% | -0.08% | -0.55% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.72% | +0.18% | -3.40% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.71% | -0.06% | -2.83% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.35% | -1.64% | EXIT | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 1.04% | +0.04% | — | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.98% | -0.01% | +1.51% | |
| 26 | ORCL | Oracle CORP | Stock-Tech | 0.95% | -0.07% | -1.36% | |
| 27 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.93% | +0.02% | -5.65% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.14% | -0.34% | |
| 29 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.87% | +0.09% | -1.62% | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.84% | -0.16% | — | |
| 31 | VPU | Vanguard Utilities ETF | ETF-Other | 0.81% | — | +0.31% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.81% | -0.14% | -9.22% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.76% | -0.04% | +0.39% | |
| 34 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.01% | -0.48% | |
| 35 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.74% | -0.03% | — | |
| 36 | XOM | Exxon Mobil CORP | Stock-Energy | 0.71% | -0.21% | -0.08% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.65% | — | +3.95% | |
| 38 | DHR | Danaher CORP | Stock-Healthcare | 0.62% | -0.03% | +1.99% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.61% | -0.15% | -0.10% | |
| 40 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.59% | — | -0.09% | |
| 41 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.59% | -0.11% | — | |
| 42 | BLK | Blackrock Inc | Stock-Financials | 0.58% | -0.04% | — | |
| 43 | HON | Honeywell International Inc | Stock-Industrials | 0.58% | -0.47% | EXIT | |
| 44 | AMGN | Amgen Inc | Stock-Healthcare | 0.54% | -0.08% | — | |
| 45 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.50% | +0.02% | -2.11% | |
| 46 | ITW | Illinois Tool Works | Stock-Industrials | 0.49% | -0.02% | — | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.48% | +0.02% | -1.90% | |
| 48 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.45% | -0.08% | -0.74% | |
| 49 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.45% | — | -44.15% | |
| 50 | SNA | Snap-on Inc | Stock-Industrials | 0.44% | -0.32% | EXIT |
According to official SEC Form 13F filings, Tandem Investment Partners LLC reported a total U.S. public equity portfolio value of $129.7M across 64 disclosed positions in Q1 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SPYM, VCRB) accounted for 22.8% of total reported equity market value during Q1 2025.
During Q1 2025, Tandem Investment Partners LLC's top holdings by market value included SPY (7.5%)、SPYM (5.8%)、VCRB (5.5%). The largest single position, SPY, represented 7.5% of total portfolio value.
In Q1 2025, 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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