13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002056333
Total reported value
$129.7M
$129.7M
69 檔
25.5%
As reported in its official Q3 2025 Form 13F filing, Tandem Investment Partners LLC's tracked investment portfolio stood at $129.7M with 69 total positions.
In Q3 2025, Tandem Investment Partners LLC displayed an active expansion posture, initiating 9 new positions and adding to 46 existing holdings, outstripping position reductions.
| # | 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 | 6.63% | -0.03% | -0.53% | |
| 2 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.73% | +0.44% | -0.38% | |
| 3 | VCRB | Vanguard Core Bond ETF | ETF-Other | 5.40% | -0.19% | +8.53% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.81% | +0.10% | -3.26% | |
| 5 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.62% | +0.38% | -3.57% | |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.61% | -0.42% | -0.15% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.92% | -0.21% | -4.04% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.09% | +0.07% | -0.97% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.95% | -0.18% | -41.02% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.87% | -0.15% | +2.55% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.76% | +0.04% | -4.73% | |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.58% | -0.20% | +2.47% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.49% | +0.16% | +1.28% | |
| 14 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.41% | -0.06% | +5.23% | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.36% | +0.02% | — | |
| 16 | AAPL | Apple Inc | Stock-Tech | 2.34% | +0.08% | -0.93% | |
| 17 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.32% | +0.15% | +0.22% | |
| 18 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.24% | -0.09% | +5.38% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.00% | -0.06% | -1.66% | |
| 20 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 1.94% | +0.38% | — | |
| 21 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.79% | -0.14% | -3.09% | |
| 22 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.77% | +0.18% | +2.53% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.66% | -1.64% | EXIT | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | -0.08% | -0.53% | |
| 25 | ORCL | Oracle CORP | Stock-Tech | 1.54% | -0.07% | -10.47% | |
| 26 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.39% | -0.01% | -5.29% | |
| 27 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.01% | +0.33% | -2.72% | |
| 28 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.97% | -0.08% | +176.24% | |
| 29 | V | Visa Inc-class A Shares | Stock-Financials | 0.95% | +0.04% | +0.30% | |
| 30 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.95% | -0.14% | -1.89% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.93% | -0.16% | -0.77% | |
| 32 | NVDA | Nvidia CORP | Stock-Tech | 0.90% | — | -0.68% | |
| 33 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.02% | -1.40% | |
| 34 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.84% | +0.09% | -1.54% | |
| 35 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.14% | +1.12% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.74% | -0.01% | -2.23% | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.73% | -0.04% | +0.05% | |
| 38 | BLK | Blackrock Inc | Stock-Financials | 0.69% | -0.04% | — | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.69% | -0.15% | -2.94% | |
| 40 | XOM | Exxon Mobil CORP | Stock-Energy | 0.66% | -0.21% | +0.14% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.62% | -0.03% | -0.61% | |
| 42 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.60% | -0.11% | -2.19% | |
| 43 | NEE | Nextera Energy Inc | Stock-Utilities | 0.57% | -0.08% | +194.35% | |
| 44 | DHR | Danaher CORP | Stock-Healthcare | 0.56% | -0.03% | -0.29% | |
| 45 | HON | Honeywell International Inc | Stock-Industrials | 0.55% | -0.47% | EXIT | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.52% | +0.02% | -0.67% | |
| 47 | ITW | Illinois Tool Works | Stock-Industrials | 0.50% | -0.02% | -0.43% | |
| 48 | AMGN | Amgen Inc | Stock-Healthcare | 0.47% | -0.08% | -0.24% | |
| 49 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.45% | +0.02% | +5.95% | |
| 50 | SNA | Snap-on Inc | Stock-Industrials | 0.44% | -0.32% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPTS | Ss Spdr P St Term Tsy ETF | +0.6% | +176.24% | Add |
| 2 | VGT | Vanguard Info Tech ETF | +0.6% | -3.57% | Add |
| 3 | ORCL | Oracle CORP | +0.6% | -10.47% | Trim |
| 4 | MSFT | Microsoft CORP | +0.6% | +2.55% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.4% | -5.29% | Add |
| 6 | NEE | Nextera Energy Inc | +0.4% | +194.35% | Add |
| 7 | QQQM | Invesco Nasdaq 100 ETF | +0.3% | -3.10% | Add |
| 8 | JPM | Jpmorgan Chase & Co | +0.3% | -1.66% | Add |
| 9 | NVDA | Nvidia CORP | +0.3% | -0.68% | Trim |
| 10 | BLK | Blackrock Inc | +0.1% | — | Add |
| 11 | WMT | Walmart Inc | +0.1% | -0.77% | Add |
| 12 | TJX | Tjx Companies Inc | +0.1% | -2.94% | Add |
| 13 | RTX | Rtx CORP | +0.1% | -0.69% | Add |
| 14 | AAPL | Apple Inc | +0.1% | -0.93% | Add |
| 15 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +2.53% | Add |
| 16 | IBM | Intl Business Machines CORP | 0% | -0.67% | Add |
| 17 | JNJ | Johnson & Johnson | 0% | -1.89% | Add |
| 18 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | 0% | +28.74% | Add |
| 19 | LOW | Lowe's Cos Inc | 0% | -2.19% | Add |
| 20 | ITW | Illinois Tool Works | 0% | -0.43% | Add |
| 21 | HD | Home Depot Inc | — | -2.23% | Add |
| 22 | SNA | Snap-on Inc | — | -1.29% | Add |
| 23 | AXP | American Express Co | — | — | Unchanged |
| 24 | DLS | Wisdomtree Intl S/c Dvd Fund | 0% | -3.09% | Trim |
| 25 | SCHM | Schwab US Mid Cap ETF | 0% | +0.41% | Add |
| 26 | SPMD | Ss Spdr P S&p 400 Midcap ETF | 0% | +0.22% | Add |
| 27 | KO | Coca-cola Co/the | 0% | +1.89% | Add |
| 28 | PFE | Pfizer Inc | 0% | -2.20% | Add |
| 29 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +7.32% | Add |
| 30 | SPYM | Ste Str Spdr Pt S&p 500 ETF | 0% | -0.38% | Add |
| 31 | SCHB | Schwab US Broad Market ETF | 0% | -1.54% | Trim |
| 32 | TMO | Thermo Fisher Scientific Inc | 0% | +0.05% | Add |
| 33 | HON | Honeywell International Inc | 0% | +0.64% | Add |
| 34 | CVX | Chevron CORP | 0% | -0.50% | Add |
| 35 | PFXF | Vaneck Pref Sec X-financials | 0% | -0.89% | Trim |
| 36 | VCIT | Vanguard Int-term Corporate | -0.1% | +5.23% | Add |
| 37 | XOM | Exxon Mobil CORP | -0.1% | +0.14% | Add |
| 38 | SPAB | Ss Spdr P Agg Bond ETF | -0.1% | +5.95% | Add |
| 39 | VZ | Verizon Communications Inc | -0.1% | -1.16% | Add |
| 40 | SCHD | Schwab US Dvd Equity ETF | -0.1% | +5.60% | Add |
| 41 | COST | Costco Wholesale CORP | -0.1% | +1.12% | Add |
| 42 | DHR | Danaher CORP | -0.1% | -0.29% | Add |
| 43 | IJR | Ishares Core S&p Small-cap E | -0.1% | -1.40% | Trim |
| 44 | AMGN | Amgen Inc | -0.1% | -0.24% | Add |
| 45 | VGIT | Vanguard Intermediate-term T | -0.1% | +5.38% | Add |
| 46 | HEFA | Isha Curr Hedged Msci Eafe | -0.1% | -13.27% | Trim |
| 47 | V | Visa Inc-class A Shares | -0.1% | +0.30% | Add |
| 48 | PG | Procter & Gamble Co/the | -0.1% | -0.61% | Add |
| 49 | VCRB | Vanguard Core Bond ETF | -0.1% | +8.53% | Add |
| 50 | RSP | Invesco S&p 500 Equal Weight | -0.1% | — | Add |
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 Q3 2025.
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, SPYM, VCRB) accounted for 25.5% of total reported equity market value during Q3 2025.
Top New Position Initiated
COWG
市值: $2.4M
Top Position Liquidated / Trimmed
VPU
前期市值: $819.9K
During Q3 2025, Tandem Investment Partners LLC's top holdings by market value included SPY (6.6%)、SPYM (5.7%)、VCRB (5.4%). The largest single position, SPY, represented 6.6% of total portfolio value.
In Q3 2025, Tandem Investment Partners LLC made 72 total portfolio adjustments, initiating 9 new buys, adding to 46 positions, trimming 13 holdings, and fully liquidating 4 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.