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CIK: 0002056333
Total reported value
$129.7M
$129.7M
70 檔
26.3%
The Q4 2025 SEC filing reveals that Tandem Investment Partners LLC held a total portfolio value of $129.7M, covering 70 public equity positions.
In Q4 2025, Tandem Investment Partners LLC adopted a defensive or profit-taking posture, trimming 51 positions and completely liquidating 1 holdings to manage risk exposure.
| # | 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 | 6.84% | -0.03% | -1.93% | |
| 2 | VCRB | Vanguard Core Bond ETF | ETF-Other | 6.23% | -0.19% | +13.05% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 5.81% | +0.44% | -3.47% | |
| 4 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.99% | +0.10% | -1.66% | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 4.94% | -0.42% | -0.32% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.32% | +0.38% | -9.72% | |
| 7 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.77% | -0.21% | -8.30% | |
| 8 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.14% | +0.07% | -2.22% | |
| 9 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 2.91% | +0.38% | +50.34% | |
| 10 | XLV | Ss Health Care Select Sector | ETF-Other | 2.78% | +0.16% | -2.27% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.72% | +0.04% | -6.16% | |
| 12 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.66% | -0.20% | +0.91% | |
| 13 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.63% | -0.06% | +6.48% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 2.50% | -0.15% | -9.12% | |
| 15 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.50% | -0.09% | +8.97% | |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.40% | +0.15% | -0.67% | |
| 17 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.34% | +0.02% | -4.30% | |
| 18 | AAPL | Apple Inc | Stock-Tech | 2.28% | +0.08% | -10.83% | |
| 19 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.93% | -0.18% | -37.24% | |
| 20 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 1.89% | -0.14% | +1.11% | |
| 21 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.88% | +0.18% | +1.97% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.78% | -0.06% | -15.07% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.62% | -1.64% | EXIT | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.48% | -0.01% | -19.57% | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.35% | -0.08% | -14.71% | |
| 26 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.02% | +0.33% | -3.75% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.01% | +0.09% | +14.89% | |
| 28 | ORCL | Oracle CORP | Stock-Tech | 0.94% | -0.07% | -13.87% | |
| 29 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.94% | -0.14% | -13.44% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.92% | — | -0.21% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | +0.04% | -12.52% | |
| 32 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.88% | +0.02% | -1.71% | |
| 33 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.86% | -0.08% | -13.81% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.81% | -0.16% | -21.54% | |
| 35 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.76% | -0.04% | -14.38% | |
| 36 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.63% | -0.15% | -15.86% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.62% | -0.14% | -14.04% | |
| 38 | XOM | Exxon Mobil CORP | Stock-Energy | 0.61% | -0.21% | -14.49% | |
| 39 | DHR | Danaher CORP | Stock-Healthcare | 0.59% | -0.03% | -11.88% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.58% | -0.01% | -10.13% | |
| 41 | NEE | Nextera Energy Inc | Stock-Utilities | 0.55% | -0.08% | -11.51% | |
| 42 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.54% | +0.02% | +16.94% | |
| 43 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.53% | -0.03% | -10.99% | |
| 44 | BLK | Blackrock Inc | Stock-Financials | 0.53% | -0.04% | -18.83% | |
| 45 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.51% | -0.11% | -13.94% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.47% | +0.02% | -15.67% | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.47% | -0.08% | -17.34% | |
| 48 | HON | Honeywell International Inc | Stock-Industrials | 0.45% | -0.47% | EXIT | |
| 49 | ITW | Illinois Tool Works | Stock-Industrials | 0.41% | -0.02% | -15.06% | |
| 50 | SNA | Snap-on Inc | Stock-Industrials | 0.38% | -0.32% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COWG | Pacer US Lrg Cap Cows Gr Ld | +1% | +50.34% | Add |
| 2 | VCRB | Vanguard Core Bond ETF | +0.8% | +13.05% | Add |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | +0.3% | -0.32% | Trim |
| 4 | XLV | Ss Health Care Select Sector | +0.3% | -2.27% | Trim |
| 5 | VGIT | Vanguard Intermediate-term T | +0.3% | +8.97% | Add |
| 6 | VCIT | Vanguard Int-term Corporate | +0.2% | +6.48% | Add |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | -1.93% | Trim |
| 8 | VXUS | Vanguard Total Intl Stock | +0.2% | -1.66% | Trim |
| 9 | SCHB | Schwab US Broad Market ETF | +0.2% | +14.89% | Add |
| 10 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | +1.97% | Add |
| 11 | DLS | Wisdomtree Intl S/c Dvd Fund | +0.1% | +1.11% | Add |
| 12 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | +0.1% | +28.99% | Add |
| 13 | SPAB | Ss Spdr P Agg Bond ETF | +0.1% | +16.94% | Add |
| 14 | GOOG | Alphabet Inc-cl C | +0.1% | -19.57% | Trim |
| 15 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.1% | -3.47% | Trim |
| 16 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | -0.67% | Trim |
| 17 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.1% | +0.91% | Add |
| 18 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | +0.1% | +28.44% | Add |
| 19 | PFXF | Vaneck Pref Sec X-financials | +0.1% | +12.68% | Add |
| 20 | MDY | State Street Spdr S&p Midcap | +0.1% | -2.22% | Trim |
| 21 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +15.80% | Add |
| 22 | AXP | American Express Co | 0% | — | Unchanged |
| 23 | GOOGL | Alphabet Inc-cl A | 0% | -13.24% | Trim |
| 24 | TMO | Thermo Fisher Scientific Inc | 0% | -14.38% | Trim |
| 25 | DHR | Danaher CORP | 0% | -11.88% | Trim |
| 26 | BIBL | Inspire 100 ETF | 0% | +5.25% | Add |
| 27 | PTL | Inspire 500 ETF | 0% | +3.81% | Add |
| 28 | IJR | Ishares Core S&p Small-cap E | 0% | -1.71% | Trim |
| 29 | NVDA | Nvidia CORP | 0% | -0.21% | Trim |
| 30 | VOO | Vanguard S&p 500 ETF | 0% | -3.75% | Trim |
| 31 | IVOO | Vanguard S&p Mid-cap 400 ETF | 0% | — | Unchanged |
| 32 | AMGN | Amgen Inc | — | -17.34% | Trim |
| 33 | JNJ | Johnson & Johnson | 0% | -13.44% | Trim |
| 34 | RTX | Rtx CORP | 0% | -14.42% | Trim |
| 35 | HEFA | Isha Curr Hedged Msci Eafe | 0% | -9.18% | Trim |
| 36 | RSP | Invesco S&p 500 Equal Weight | 0% | -4.30% | Trim |
| 37 | NEE | Nextera Energy Inc | 0% | -11.51% | Trim |
| 38 | CB | Chubb Limited | 0% | -16.22% | Trim |
| 39 | CVX | Chevron CORP | 0% | -14.58% | Trim |
| 40 | KO | Coca-cola Co/the | 0% | -14.55% | Trim |
| 41 | QQQ | Invesco Qqq Trust Series 1 | 0% | -6.16% | Trim |
| 42 | QQQM | Invesco Nasdaq 100 ETF | 0% | -7.08% | Trim |
| 43 | SCHD | Schwab US Dvd Equity ETF | -0.1% | -18.40% | Trim |
| 44 | IBM | Intl Business Machines CORP | -0.1% | -15.67% | Trim |
| 45 | XOM | Exxon Mobil CORP | -0.1% | -14.49% | Trim |
| 46 | AAPL | Apple Inc | -0.1% | -10.83% | Trim |
| 47 | TJX | Tjx Companies Inc | -0.1% | -15.86% | Trim |
| 48 | VZ | Verizon Communications Inc | -0.1% | -11.12% | Trim |
| 49 | SNA | Snap-on Inc | -0.1% | -14.98% | Trim |
| 50 | V | Visa Inc-class A Shares | -0.1% | -12.52% | Trim |
According to official SEC Form 13F filings, Tandem Investment Partners LLC reported a total U.S. public equity portfolio value of $129.7M across 70 disclosed positions in Q4 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, VCRB, SPYM) accounted for 26.3% of total reported equity market value during Q4 2025.
Top New Position Initiated
GILD
市值: $261.4K
Top Position Liquidated / Trimmed
PFE
前期市值: $289.5K
During Q4 2025, Tandem Investment Partners LLC's top holdings by market value included SPY (6.8%)、VCRB (6.2%)、SPYM (5.8%). The largest single position, SPY, represented 6.8% of total portfolio value.
In Q4 2025, Tandem Investment Partners LLC made 69 total portfolio adjustments, initiating 2 new buys, adding to 15 positions, trimming 51 holdings, and fully liquidating 1 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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