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CIK: 0002056333
Total reported value
$129.7M
$129.7M
73 檔
26.7%
In Q1 2026, Tandem Investment Partners LLC's U.S. equity holdings reached a combined market value of $129.7M, distributed across 73 disclosed stock positions.
In Q1 2026, Tandem Investment Partners LLC adopted a defensive or profit-taking posture, trimming 41 positions and completely liquidating 1 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including VCRB, SPY, SPYM) accounted for 26.7% of total reported equity market value during Q1 2026.
Top New Position Initiated
VYMI
市值: $1.7M
Top Position Liquidated / Trimmed
HEFA
前期市值: $368.1K
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VCRB | Vanguard Core Bond ETF | ETF-Other | 6.83% | -0.19% | +9.74% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.38% | -0.03% | -2.63% | |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 6.09% | +0.44% | +9.22% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.14% | -0.42% | -0.44% | |
| 5 | VXUS | Vanguard Total Intl Stock | ETF-Other | 4.91% | +0.10% | -4.20% | |
| 6 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.11% | +0.38% | +2.27% | |
| 7 | COWG | Pacer US Lrg Cap Cows Gr Ld | ETF-Other | 3.56% | +0.38% | +26.79% | |
| 8 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 3.30% | -0.21% | -8.76% | |
| 9 | MDY | State Street Spdr S&p Midcap | ETF-Other | 3.14% | +0.07% | -2.58% | |
| 10 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 2.85% | -0.06% | +9.34% | |
| 11 | FLRN | Ss Spdr Bb Ig Float Rt ETF | ETF-Other | 2.82% | -0.20% | +5.29% | |
| 12 | VGIT | Vanguard Intermediate-term T | ETF-Other | 2.74% | -0.09% | +9.61% | |
| 13 | XLV | Ss Health Care Select Sector | ETF-Other | 2.73% | +0.16% | +3.15% | |
| 14 | SPMD | Ss Spdr P S&p 400 Midcap ETF | ETF-Other | 2.52% | +0.15% | +2.27% | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.51% | +0.04% | -2.44% | |
| 16 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 2.38% | +0.02% | +1.04% | |
| 17 | AAPL | Apple Inc | Stock-Tech | 2.13% | +0.08% | -0.36% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 2.03% | -0.15% | +5.38% | |
| 19 | SPSM | Ss Spdr P S&p 600 Small Cap | ETF-Small Cap | 1.95% | +0.18% | -0.04% | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.64% | -1.64% | EXIT | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.60% | -0.06% | -1.99% | |
| 22 | VYMI | Vanguard Int High Dvd Yld In | ETF-Other | 1.43% | +0.09% | — | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.33% | -0.01% | -2.29% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.28% | -0.08% | -1.41% | |
| 25 | AVDE | Avantis International Equity | ETF-Other | 1.21% | +0.11% | — | |
| 26 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 1.06% | -0.18% | -44.01% | |
| 27 | SCHB | Schwab US Broad Market ETF | ETF-Other | 1.01% | +0.09% | +4.79% | |
| 28 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.98% | -0.14% | -12.41% | |
| 29 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.96% | +0.33% | -1.82% | |
| 30 | NVDA | Nvidia CORP | Stock-Tech | 0.95% | — | +10.39% | |
| 31 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.86% | +0.02% | -4.98% | |
| 32 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.16% | -9.52% | |
| 33 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-Other | 0.79% | -0.08% | -8.11% | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.77% | +0.04% | +1.18% | |
| 35 | XOM | Exxon Mobil CORP | Stock-Energy | 0.73% | -0.21% | -16.61% | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.71% | -0.07% | -0.35% | |
| 37 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.64% | -0.14% | -10.58% | |
| 38 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.64% | -0.15% | -2.68% | |
| 39 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.64% | -0.04% | -1.60% | |
| 40 | NEE | Nextera Energy Inc | Stock-Utilities | 0.61% | -0.08% | -4.02% | |
| 41 | SPAB | Ss Spdr P Agg Bond ETF | ETF-Other | 0.58% | +0.02% | +7.91% | |
| 42 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | -0.01% | -3.14% | |
| 43 | DLS | Wisdomtree Intl S/c Dvd Fund | ETF-Other | 0.53% | -0.14% | -72.34% | |
| 44 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.50% | -0.03% | -5.51% | |
| 45 | DHR | Danaher CORP | Stock-Healthcare | 0.49% | -0.03% | +1.15% | |
| 46 | HON | Honeywell International Inc | Stock-Industrials | 0.47% | -0.47% | EXIT | |
| 47 | AMGN | Amgen Inc | Stock-Healthcare | 0.46% | -0.08% | -8.65% | |
| 48 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.45% | -0.11% | -9.60% | |
| 49 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | +0.02% | +8.33% | |
| 50 | BLK | Blackrock Inc | Stock-Financials | 0.41% | -0.04% | -12.71% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COWG | Pacer US Lrg Cap Cows Gr Ld | +0.7% | +26.79% | Add |
| 2 | VCRB | Vanguard Core Bond ETF | +0.6% | +9.74% | Add |
| 3 | SPYM | Ste Str Spdr Pt S&p 500 ETF | +0.3% | +9.22% | Add |
| 4 | VGIT | Vanguard Intermediate-term T | +0.2% | +9.61% | Add |
| 5 | VCIT | Vanguard Int-term Corporate | +0.2% | +9.34% | Add |
| 6 | COWZ | Pacer US Cash Cows 100 ETF | +0.2% | -0.44% | Trim |
| 7 | FLRN | Ss Spdr Bb Ig Float Rt ETF | +0.2% | +5.29% | Add |
| 8 | SPMD | Ss Spdr P S&p 400 Midcap ETF | +0.1% | +2.27% | Add |
| 9 | XOM | Exxon Mobil CORP | +0.1% | -16.61% | Trim |
| 10 | CVX | Chevron CORP | +0.1% | -1.77% | Trim |
| 11 | SPSM | Ss Spdr P S&p 600 Small Cap | +0.1% | -0.04% | Trim |
| 12 | NEE | Nextera Energy Inc | +0.1% | -4.02% | Trim |
| 13 | VZ | Verizon Communications Inc | +0.1% | -7.29% | Trim |
| 14 | GILD | Gilead Sciences Inc | +0.1% | +6.67% | Add |
| 15 | PTL | Inspire 500 ETF | 0% | +15.92% | Add |
| 16 | SPAB | Ss Spdr P Agg Bond ETF | 0% | +7.91% | Add |
| 17 | JNJ | Johnson & Johnson | 0% | -12.41% | Trim |
| 18 | RSP | Invesco S&p 500 Equal Weight | 0% | +1.04% | Add |
| 19 | NVDA | Nvidia CORP | 0% | +10.39% | Add |
| 20 | SCHD | Schwab US Dvd Equity ETF | 0% | -2.34% | Trim |
| 21 | COST | Costco Wholesale CORP | 0% | -10.58% | Trim |
| 22 | XTRE | Bondbloxx Bbg 3y US Tsy ETF | 0% | +6.17% | Add |
| 23 | HON | Honeywell International Inc | 0% | -9.89% | Trim |
| 24 | SCHM | Schwab US Mid Cap ETF | 0% | +5.81% | Add |
| 25 | D | Dominion Energy Inc | 0% | +0.66% | Add |
| 26 | QQQM | Invesco Nasdaq 100 ETF | 0% | +7.53% | Add |
| 27 | IGSB | Ishares 1-5y Inv Grade CORP | 0% | +7.77% | Add |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | 0% | +4.20% | Add |
| 29 | CB | Chubb Limited | 0% | -1.08% | Trim |
| 30 | WMT | Walmart Inc | 0% | -9.52% | Trim |
| 31 | TJX | Tjx Companies Inc | 0% | -2.68% | Trim |
| 32 | IVOO | Vanguard S&p Mid-cap 400 ETF | 0% | — | Unchanged |
| 33 | KO | Coca-cola Co/the | 0% | -6.25% | Trim |
| 34 | MDY | State Street Spdr S&p Midcap | — | -2.58% | Trim |
| 35 | SCHB | Schwab US Broad Market ETF | — | +4.79% | Add |
| 36 | PFXF | Vaneck Pref Sec X-financials | — | +1.14% | Add |
| 37 | XTWO | Bondbloxx Bbg 2y US Tsy ETF | 0% | -4.84% | Trim |
| 38 | RTX | Rtx CORP | 0% | -7.14% | Trim |
| 39 | AMGN | Amgen Inc | 0% | -8.65% | Trim |
| 40 | BIBL | Inspire 100 ETF | 0% | -13.40% | Trim |
| 41 | IJR | Ishares Core S&p Small-cap E | 0% | -4.98% | Trim |
| 42 | PG | Procter & Gamble Co/the | 0% | -5.51% | Trim |
| 43 | HD | Home Depot Inc | 0% | -3.14% | Trim |
| 44 | GOOGL | Alphabet Inc-cl A | 0% | -8.42% | Trim |
| 45 | XLV | Ss Health Care Select Sector | -0.1% | +3.15% | Add |
| 46 | IBM | Intl Business Machines CORP | -0.1% | +8.33% | Add |
| 47 | AXP | American Express Co | -0.1% | — | Unchanged |
| 48 | VOO | Vanguard S&p 500 ETF | -0.1% | -1.82% | Trim |
| 49 | LOW | Lowe's Cos Inc | -0.1% | -9.60% | Trim |
| 50 | SNA | Snap-on Inc | -0.1% | -19.54% | 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 73 disclosed positions in Q1 2026.
During Q1 2026, Tandem Investment Partners LLC's top holdings by market value included VCRB (6.8%)、SPY (6.4%)、SPYM (6.1%). The largest single position, VCRB, represented 6.8% of total portfolio value.
In Q1 2026, Tandem Investment Partners LLC made 72 total portfolio adjustments, initiating 4 new buys, adding to 26 positions, trimming 41 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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