StockDriftsStockDriftsTop 50 Tandem Investment Partners LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VCRB | VANGUARD MALVERN FDS | 6.63% | 111.5K | $8.6M | +7.10%(+7.39K) | $77.57(-2.04%) | 2026-06-30 | |
| SPYM | SPDR SERIES TRUST | 6.53% | 96.5K | $8.5M | +2.87%(+2.69K) | $68.65(+32.62%) | 2026-06-30 | |
| SPY | STATE STR SPDR S&P 500 ETF T | 6.35% | 11.0K | $8.2M | -4.71%(-545) | $579.92(+33.39%) | 2026-06-30 | |
| VXUS | VANGUARD STAR FDS | 5.01% | 76.0K | $6.5M | +1.10%(+825) | $62.09(+40.57%) | 2026-06-30 | |
| COWZ | PACER FDS TR | 4.72% | 98.5K | $6.1M | +1.56%(+1.51K) | $57.01(+22.97%) | 2026-06-30 | |
| VGT | VANGUARD WORLD FD | 4.49% | 48.7K | $5.8M | -12.37%(-6.88K) | $75.84(+58.84%) | 2026-06-30 | |
| COWG | PACER FDS TR | 3.94% | 127.5K | $5.1M | +2.56%(+3.19K) | $35.48(+10.69%) | 2026-06-30 | |
| MDY | STATE STR SPDR S&P MIDCAP 40 | 3.21% | 5.9K | $4.2M | -1.46%(-88) | $569.62(+24.64%) | 2026-06-30 | |
| VTI | VANGUARD INDEX FDS | 3.09% | 10.8K | $4.0M | -10.81%(-1.31K) | $286.49(+33.35%) | 2026-06-30 | |
| XLV | SELECT SECTOR SPDR TR | 2.89% | 23.6K | $3.8M | +7.82%(+1.72K) | $145.83(+16.01%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (6 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +22.06% |
| Top 20 Holdings Unweighted | — | — | — | — | +23.32% |
Tandem Investment Partners LLC reports $129.74M in US-listed equity holdings across 76 positions in its most recent 13F filing. Its largest disclosed positions are VCRB (6.6%), SPYM (6.5%) and SPY (6.3%). The top 20 holdings account for 70.3% of reported assets. Its disclosed equity book has returned +22.06% cumulatively over 6 quarters. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Tandem Investment Partners LLC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2056333). View Tandem Investment Partners LLC’s 13F filings on SEC