Tandem Investment Partners LLC
CIK: 0002056333SEC EDGAR →
Portfolio Value
$118.6B
Holdings
70
As of
Q4 2025
New Positions
70
Closed Positions
0
Portfolio Value History
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 11,886 | $8.1B | 6.83% |
| 2 | VANGUARD MALVERN FDS | 94,832 | $7.4B | 6.23% |
| 3 | SPDR SERIES TRUST | 85,865 | $6.9B | 5.81% |
| 4 | VANGUARD STAR FDS | 78,445 | $5.9B | 4.99% |
| 5 | PACER FDS TR | 97,394 | $5.9B | 4.94% |
| 6 | VANGUARD WORLD FD | 6,798 | $5.1B | 4.32% |
| 7 | VANGUARD INDEX FDS | 13,317 | $4.5B | 3.76% |
| 8 | SPDR S&P MIDCAP 400 ETF TR | 6,170 | $3.7B | 3.14% |
| 9 | PACER FDS TR | 98,023 | $3.5B | 2.91% |
| 10 | SELECT SECTOR SPDR TR | 21,265 | $3.3B | 2.78% |
Quarterly Changes
New Positions (70)
$8.1B · 12K shares
$7.4B · 95K shares
$6.9B · 86K shares
$5.9B · 78K shares
$5.9B · 97K shares
$5.1B · 7K shares
$4.5B · 13K shares
$3.7B · 6K shares
$3.5B · 98K shares
$3.3B · 21K shares
$3.2B · 5K shares
$3.2B · 103K shares
$3.1B · 37K shares
$3.0B · 6K shares
$3.0B · 49K shares
$2.8B · 49K shares
$2.8B · 14K shares
$2.7B · 10K shares
$2.3B · 10K shares
$2.2B · 28K shares
$2.2B · 48K shares
$2.1B · 7K shares
$1.9B · 8K shares
$1.8B · 6K shares
$1.6B · 3K shares
$1.2B · 2K shares
$1.2B · 45K shares
$1.1B · 6K shares
$1.1B · 5K shares
$1.1B · 6K shares
$1.0B · 3K shares
$1.0B · 9K shares
$1.0B · 35K shares
$959.0M · 9K shares
$903.0M · 2K shares
$745.0M · 5K shares
$733.0M · 851 shares
$728.0M · 6K shares
$695.0M · 3K shares
$689.0M · 2K shares
$648.0M · 8K shares
$640.0M · 25K shares
$624.0M · 4K shares
$622.0M · 582 shares
$602.0M · 3K shares
$558.0M · 2K shares
$552.0M · 2K shares
$532.0M · 3K shares
$487.0M · 2K shares
$449.0M · 1K shares
$449.0M · 2K shares
$424.0M · 9K shares
$402.0M · 10K shares
$388.0M · 22K shares
$369.0M · 5K shares
$368.0M · 9K shares
$355.0M · 6K shares
$349.0M · 3K shares
$329.0M · 12K shares
$311.0M · 6K shares
$304.0M · 1K shares
$303.0M · 820 shares
$297.0M · 950 shares
$290.0M · 930 shares
$270.0M · 5K shares
$261.0M · 2K shares
$258.0M · 2K shares
$257.0M · 6K shares
$247.0M · 8K shares
$231.0M · 5K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $91.1B | 76.8% |
| Technology | 5 | $8.4B | 7.1% |
| Unknown | 2 | $4.8B | 4.1% |
| Healthcare | 5 | $3.5B | 3.0% |
| Consumer Defensive | 4 | $2.7B | 2.3% |
| Communication Services | 2 | $2.1B | 1.7% |
| Consumer Cyclical | 3 | $2.0B | 1.7% |
| Industrials | 4 | $1.9B | 1.6% |
| Utilities | 2 | $1.0B | 0.8% |
| Energy | 2 | $986.0M | 0.8% |