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Tandem Investment Partners LLC

Portfolio Manager
Tandem Investment Partners LLC
Performance
+1.69% (2025 Q4)
AUM (13F)
$117.95M
# of Holdings
73
Performance Rank
Allocation (Top 20)
69.76%

Tandem Investment Partners LLC Holdings Map

Top 50 Tandem Investment Partners LLC Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VCRB
VANGUARD MALVERN FDS
6.83%104.1K$8.1M
+9.74%(+9.24K)
2025-Q1: 72.4K shares2025-Q2: 77.3K shares2025-Q3: 83.9K shares2025-Q4: 94.8K shares2026-Q1: 104.1K shares
$77.59(-0.80%)
2026-03-31
SPY
STATE STR SPDR S&P 500 ETF T
6.38%11.6K$7.5M
-2.63%(-313)
2025-Q1: 13.6K shares2025-Q2: 12.2K shares2025-Q3: 12.1K shares2025-Q4: 11.9K shares2026-Q1: 11.6K shares
$579.92(+29.01%)
2026-03-31
SPYM
SPDR SERIES TRUST
6.09%93.8K$7.2M
+9.22%(+7.91K)
2025-Q1: 88.7K shares2025-Q2: 89.3K shares2025-Q3: 89.0K shares2025-Q4: 85.9K shares2026-Q1: 93.8K shares
$68.29(+28.94%)
2026-03-31
COWZ
PACER FDS TR
5.14%97.0K$6.1M
-0.44%(-429)
2025-Q1: 90.5K shares2025-Q2: 97.9K shares2025-Q3: 97.7K shares2025-Q4: 97.4K shares2026-Q1: 97.0K shares
$56.93(+10.74%)
2026-03-31
VXUS
VANGUARD STAR FDS
4.91%75.1K$5.8M
-4.20%(-3.30K)
2025-Q1: 81.1K shares2025-Q2: 82.5K shares2025-Q3: 79.8K shares2025-Q4: 78.4K shares2026-Q1: 75.1K shares
$61.89(+37.37%)
2026-03-31
VGT
VANGUARD WORLD FD
4.11%7.0K$4.9M
+2.27%(+154)
2025-Q1: 7.5K shares2025-Q2: 7.8K shares2025-Q3: 7.5K shares2025-Q4: 6.8K shares2026-Q1: 7.0K shares
$75.84(+51.88%)
2026-03-31
COWG
PACER FDS TR
3.56%124.3K$4.2M
+26.79%(+26.27K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 65.2K shares2025-Q4: 98.0K shares2026-Q1: 124.3K shares
$35.46(+5.51%)
2026-03-31
VTI
VANGUARD INDEX FDS
3.3%12.2K$3.9M
-8.76%(-1.17K)
2025-Q1: 15.2K shares2025-Q2: 15.1K shares2025-Q3: 14.5K shares2025-Q4: 13.3K shares2026-Q1: 12.2K shares
$286.49(+28.24%)
2026-03-31
MDY
STATE STR SPDR S&P MIDCAP 40
3.14%6.0K$3.7M
-2.58%(-159)
2025-Q1: 6.8K shares2025-Q2: 6.4K shares2025-Q3: 6.3K shares2025-Q4: 6.2K shares2026-Q1: 6.0K shares
$569.62(+17.66%)
2026-03-31
VCIT
VANGUARD SCOTTSDALE FDS
2.85%40.7K$3.4M
+9.34%(+3.47K)
2025-Q1: 30.5K shares2025-Q2: 33.2K shares2025-Q3: 34.9K shares2025-Q4: 37.2K shares2026-Q1: 40.7K shares
$82.27(+0.23%)
2026-03-31

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