Holders — by stockHoldings — by fund
Tandem Investment Partners LLC
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0002056333
$129.7M
disclosed book value
76
positions
6.6%
largest position share
Positions, as of 2026-06-30
top 76 of 76 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | VCRBVANGUARD MALVERN FDS | 111,462 | $8.6M | 6.6% |
| 2 | SPYMSPDR SERIES TRUST | 96,466 | $8.5M | 6.5% |
| 3 | SPYSTATE STR SPDR S&P 500 ETF T | 11,028 | $8.2M | 6.3% |
| 4 | VXUSVANGUARD STAR FDS | 75,973 | $6.5M | 5% |
| 5 | COWZPACER FDS TR | 98,477 | $6.1M | 4.7% |
| 6 | VGTVANGUARD WORLD FD | 48,735 | $5.8M | 4.5% |
| 7 | COWGPACER FDS TR | 127,475 | $5.1M | 3.9% |
| 8 | MDYSTATE STR SPDR S&P MIDCAP 40 | 5,923 | $4.2M | 3.2% |
| 9 | VTIVANGUARD INDEX FDS | 10,838 | $4.0M | 3.1% |
| 10 | XLVSELECT SECTOR SPDR TR | 23,650 | $3.8M | 2.9% |
| 11 | VCITVANGUARD SCOTTSDALE FDS | 43,720 | $3.6M | 2.8% |
| 12 | SPMDSPDR SERIES TRUST | 51,340 | $3.5M | 2.7% |
| 13 | VGITVANGUARD SCOTTSDALE FDS | 58,344 | $3.4M | 2.7% |
| 14 | FLRNSPDR SERIES TRUST | 110,235 | $3.4M | 2.6% |
| 15 | QQQINVESCO QQQ TR | 4,500 | $3.3M | 2.6% |
| 16 | RSPINVESCO EXCHANGE TRADED FD T | 14,660 | $3.1M | 2.4% |
| 17 | AAPLAPPLE INC | 9,901 | $2.9M | 2.2% |
| 18 | SPSMSPDR SERIES TRUST | 47,875 | $2.8M | 2.1% |
| 19 | MSFTMICROSOFT CORP | 6,526 | $2.4M | 1.9% |
| 20 | QNDXSPDR SERIES TRUST | 94,010 | $2.3M | 1.8% |
| 21 | JPMJPMORGAN CHASE & CO | 6,095 | $2.0M | 1.5% |
| 22 | VYMIVANGUARD WHITEHALL FDS | 20,134 | $2.0M | 1.5% |
| 23 | GOOGALPHABET INC | 4,855 | $1.7M | 1.3% |
| 24 | AVDEAMERICAN CENTY ETF TR | 19,142 | $1.7M | 1.3% |
| 25 | VOOVANGUARD INDEX FDS | 2,437 | $1.7M | 1.3% |
| 26 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,110 | $1.6M | 1.2% |
| 27 | SCHBSCHWAB STRATEGIC TR | 49,444 | $1.4M | 1.1% |
| 28 | NVDANVIDIA CORPORATION | 6,191 | $1.2M | 1% |
| 29 | VIGVANGUARD SPECIALIZED FUNDS | 4,825 | $1.1M | 0.9% |
| 30 | IJRISHARES TR | 7,660 | $1.1M | 0.9% |
| 31 | JNJJOHNSON & JOHNSON | 4,294 | $1.1M | 0.8% |
| 32 | VVISA INC | 3,080 | $1.1M | 0.8% |
| 33 | SPTSSPDR SERIES TRUST | 31,569 | $915,817 | 0.7% |
| 34 | WMTWALMART INC | 7,610 | $861,909 | 0.7% |
| 35 | ORCLORACLE CORP | 5,655 | $828,740 | 0.6% |
| 36 | SPABSPDR SERIES TRUST | 30,691 | $783,234 | 0.6% |
| 37 | TMOTHERMO FISHER SCIENTIFIC INC | 1,540 | $772,094 | 0.6% |
| 38 | HDHOME DEPOT INC | 1,947 | $686,668 | 0.5% |
| 39 | NEENEXTERA ENERGY INC | 7,775 | $682,412 | 0.5% |
| 40 | EXMOCEXXON MOBIL CORP | 4,947 | $676,354 | 0.5% |
| 41 | COSTCOSTCO WHOLESALE CORPORATION | 690 | $645,474 | 0.5% |
| 42 | TJXTJX COS INC NEW | 4,180 | $633,270 | 0.5% |
| 43 | PGPROCTER & GAMBLE CO | 4,141 | $607,236 | 0.5% |
| 44 | DHRDANAHER CORP DEL | 3,156 | $601,155 | 0.5% |
| 45 | AXPAMERICAN EXPRESS CO | 1,765 | $597,011 | 0.5% |
| 46 | IBMINTERNATIONAL BUSINESS MACHS | 2,044 | $574,793 | 0.4% |
| 47 | DLSWISDOMTREE TR | 6,025 | $504,835 | 0.4% |
| 48 | PTLNORTHERN LTS FD TR IV | 1,715 | $490,644 | 0.4% |
| 49 | AMGNAMGEN INC | 1,348 | $488,138 | 0.4% |
| 50 | BLKBLACKROCK INC | 494 | $475,011 | 0.4% |
| 51 | LOWLOWES COS INC | 1,975 | $435,468 | 0.3% |
| 52 | RTXRTX CORPORATION | 2,277 | $432,015 | 0.3% |
| 53 | DDOMINION ENERGY INC | 6,226 | $425,174 | 0.3% |
| 54 | ITWILLINOIS TOOL WKS INC | 1,555 | $420,581 | 0.3% |
| 55 | KOCOCA COLA CO | 5,064 | $411,551 | 0.3% |
| 56 | SCHDSCHWAB STRATEGIC TR | 12,788 | $405,507 | 0.3% |
| 57 | PFXFVANECK ETF TRUST | 22,365 | $398,992 | 0.3% |
| 58 | VZVERIZON COMMUNICATIONS INC | 9,400 | $397,996 | 0.3% |
| 59 | PENTAIR PLC | 5,055 | $387,516 | 0.3% |
| 60 | IVOOVANGUARD ADMIRAL FDS INC | 2,950 | $384,680 | 0.3% |
| 61 | XTREBONDBLOXX ETF TRUST | 7,790 | $381,944 | 0.3% |
| 62 | SCHMSCHWAB STRATEGIC TR | 9,190 | $338,835 | 0.3% |
| 63 | CHUBB LIMITED | 981 | $334,266 | 0.3% |
| 64 | BIBLNORTHERN LTS FD TR IV | 5,755 | $333,099 | 0.3% |
| 65 | IGSBISHARES TR | 6,288 | $329,554 | 0.3% |
| 66 | GILDGILEAD SCIENCES INC | 2,402 | $303,476 | 0.2% |
| 67 | SPDWSPDR INDEX SHS FDS | 5,889 | $296,747 | 0.2% |
| 68 | CAHCARDINAL HEALTH INC | 1,220 | $289,823 | 0.2% |
| 69 | CVXCHEVRON CORPORATION | 1,669 | $276,653 | 0.2% |
| 70 | HONHONEYWELL INTL INC | 1,210 | $270,919 | 0.2% |
| 71 | HONAHONEYWELL AEROSPACE INC | 1,210 | $267,507 | 0.2% |
| 72 | BKNGBOOKING HOLDINGS INC | 1,408 | $250,962 | 0.2% |
| 73 | XTWOBONDBLOXX ETF TRUST | 5,072 | $248,274 | 0.2% |
| 74 | DISDISNEY WALT CO | 2,386 | $229,653 | 0.2% |
| 75 | AMZNAMAZON COM INC | 850 | $202,589 | 0.2% |
| 76 | XCHYXCALAMOS CONV & HIGH INCOME F | 12,515 | $170,454 | 0.1% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.