Tandem Investment Partners LLC
CIK: 0002056333SEC EDGAR →
Portfolio Value
$118.6M
Holdings
70
As of
Q4 2025
New Positions
70
Closed Positions
0
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | SPDR S&P 500 ETF TR | 11,886 | $8.1M | 6.83% |
| 2 | VANGUARD MALVERN FDS | 94,832 | $7.4M | 6.23% |
| 3 | SPDR SERIES TRUST | 85,865 | $6.9M | 5.81% |
| 4 | VANGUARD STAR FDS | 78,445 | $5.9M | 4.99% |
| 5 | PACER FDS TR | 97,394 | $5.9M | 4.94% |
| 6 | VANGUARD WORLD FD | 6,798 | $5.1M | 4.32% |
| 7 | VANGUARD INDEX FDS | 13,317 | $4.5M | 3.76% |
| 8 | SPDR S&P MIDCAP 400 ETF TR | 6,170 | $3.7M | 3.14% |
| 9 | PACER FDS TR | 98,023 | $3.5M | 2.91% |
| 10 | SELECT SECTOR SPDR TR | 21,265 | $3.3M | 2.78% |
Quarterly Changes
New Positions (70)
$8.1M · 12K shares
$7.4M · 95K shares
$6.9M · 86K shares
$5.9M · 78K shares
$5.9M · 97K shares
$5.1M · 7K shares
$4.5M · 13K shares
$3.7M · 6K shares
$3.5M · 98K shares
$3.3M · 21K shares
$3.2M · 5K shares
$3.2M · 103K shares
$3.1M · 37K shares
$3.0M · 6K shares
$3.0M · 49K shares
$2.8M · 49K shares
$2.8M · 14K shares
$2.7M · 10K shares
$2.3M · 10K shares
$2.2M · 28K shares
$2.2M · 48K shares
$2.1M · 7K shares
$1.9M · 8K shares
$1.8M · 6K shares
$1.6M · 3K shares
$1.2M · 2K shares
$1.2M · 45K shares
$1.1M · 6K shares
$1.1M · 5K shares
$1.1M · 6K shares
$1.0M · 3K shares
$1.0M · 9K shares
$1.0M · 35K shares
$959K · 9K shares
$903K · 2K shares
$745K · 5K shares
$733K · 851 shares
$728K · 6K shares
$695K · 3K shares
$689K · 2K shares
$648K · 8K shares
$640K · 25K shares
$624K · 4K shares
$622K · 582 shares
$602K · 3K shares
$558K · 2K shares
$552K · 2K shares
$532K · 3K shares
$487K · 2K shares
$449K · 1K shares
$449K · 2K shares
$424K · 9K shares
$402K · 10K shares
$388K · 22K shares
$369K · 5K shares
$368K · 9K shares
$355K · 6K shares
$349K · 3K shares
$329K · 12K shares
$311K · 6K shares
$304K · 1K shares
$303K · 820 shares
$297K · 950 shares
$290K · 930 shares
$270K · 5K shares
$261K · 2K shares
$258K · 2K shares
$257K · 6K shares
$247K · 8K shares
$231K · 5K shares
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 41 | $91.1M | 76.8% |
| Technology | 5 | $8.4M | 7.1% |
| Unknown | 2 | $4.8M | 4.1% |
| Healthcare | 5 | $3.5M | 3.0% |
| Consumer Defensive | 4 | $2.7M | 2.3% |
| Communication Services | 2 | $2.1M | 1.7% |
| Consumer Cyclical | 3 | $2.0M | 1.7% |
| Industrials | 4 | $1.9M | 1.6% |
| Utilities | 2 | $1.0M | 0.8% |
| Energy | 2 | $986K | 0.8% |