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CIK: 0002056333
Total reported value
$129.7M
$129.7M
69 檔
24.3%
At the close of Q2 2025, Tandem Investment Partners LLC disclosed equity holdings valued at approximately $129.7M, spread across 69 reported holdings.
During Q2 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 | 6.57% | -0.03% | -10.60% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.66% | +0.44% | +0.62% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 5.23% | -0.19% | +6.81% | |
| 4 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 5.03% | -0.18% | +0.65% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.97% | +0.10% | +1.67% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.70% | -0.42% | +8.06% | |
| 7 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.52% | +0.38% | +4.00% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 4.01% | -0.21% | -0.53% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.15% | +0.07% | -6.47% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.86% | -0.15% | +5.90% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.83% | +0.04% | -6.21% | |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.67% | -0.20% | +3.09% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.53% | +0.16% | +7.42% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.40% | -0.06% | +8.78% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.40% | +0.02% | +3.95% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.34% | +0.15% | +6.74% | |
| 17 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.25% | -0.09% | +8.96% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.02% | +0.08% | +8.47% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.98% | -0.06% | +10.76% | |
| 20 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.85% | -0.14% | +2.56% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.69% | +0.18% | +6.58% | |
| 22 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.67% | -1.64% | EXIT | |
| 23 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.59% | -0.08% | +10.20% | |
| 24 | ORCL | Oracle CORP | Stock-Tech | 1.42% | -0.07% | +8.44% | |
| 25 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | -0.01% | +15.94% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 1.05% | +0.04% | +12.46% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.33% | — | |
| 28 | WMT | Walmart Inc | Stock-Consumer Staples | 0.94% | -0.16% | +13.72% | |
| 29 | VPU | Vanguard Utilities ETF | ETF-Other | 0.85% | — | +15.52% | |
| 30 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.85% | +0.02% | -1.22% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.85% | -0.14% | +12.51% | |
| 32 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.85% | -0.14% | +13.05% | |
| 33 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.84% | +0.09% | -1.33% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.81% | — | -2.78% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.73% | -0.01% | +11.21% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.68% | -0.03% | +12.06% | |
| 37 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.21% | +16.58% | |
| 38 | BLK | Blackrock Inc | Stock-Financials | 0.66% | -0.04% | +15.46% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.64% | -0.04% | +17.64% | |
| 40 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.64% | -0.15% | +16.34% | |
| 41 | HON | Honeywell International Inc | Stock-Industrials | 0.64% | -0.47% | EXIT | |
| 42 | DHR | Danaher CORP | Stock-Healthcare | 0.60% | -0.03% | +12.52% | |
| 43 | IBM | Intl Business Machines CORP | Stock-Tech | 0.58% | +0.02% | +14.80% | |
| 44 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.57% | -0.11% | +16.93% | |
| 45 | ITW | Illinois Tool Works | Stock-Industrials | 0.50% | -0.02% | +16.99% | |
| 46 | AMGN | Amgen Inc | Stock-Healthcare | 0.50% | -0.08% | +17.17% | |
| 47 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.50% | — | +25.98% | |
| 48 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.45% | +0.02% | +1.57% | |
| 49 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.42% | -0.08% | +11.79% | |
| 50 | SNA | Snap-on Inc | Stock-Industrials | 0.42% | -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 69 disclosed positions in Q2 2025.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, SPYM, VCRB) accounted for 24.3% of total reported equity market value during Q2 2025.
During Q2 2025, Tandem Investment Partners LLC's top holdings by market value included SPY (6.6%)、SPYM (5.7%)、VCRB (5.2%). The largest single position, SPY, represented 6.6% of total portfolio value.
In Q2 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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