Tandem Investment Partners LLC

CIK

2056333

Location

Bordentown, NJ

Portfolio Value

Micro $39,998,574

Diversification

Diversified

Filing Date

Global Rank

#6,749 / 8,232 ▲ 170

Top Industry

Software - Infrastructure 12.5%

3Y Alpha vs SPY

-4.9%

Period ended 2 months ago

Filed May 13, 2026 · 32d

6 quarters · since Dec 2024

Clone Performance

Feb 2025–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+16.6%

SPY

+23.4%

Annualised alpha

-4.9%

Max drawdown

−17.4%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

38 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

18.8%

−0.3 pts

Top 5

47.8%

−1.2 pts

Top 10

64.4%

−1.2 pts

HHI

682

Diversified−22

Portfolio Trend

6 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Unclassified	35.5%	$14,192,929	3
Technology	18.4%	$7,371,098	5
Financial Services	13.6%	$5,450,518	7
Healthcare	8.4%	$3,352,674	5
Consumer Defensive	6.7%	$2,698,311	4
Consumer Cyclical	4.8%	$1,927,278	3
Industrials	4.5%	$1,781,171	4
Energy	3.0%	$1,201,250	2
Utilities	2.7%	$1,096,983	2
Communication Services	2.3%	$926,362	3

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

7 positions

Ticker	Company	Δ Shares	Shares	Value
NVDA	Nvidia Corp	+606	6,436	$1,122,438
MSFT	Microsoft Corp	+330	6,467	$2,393,889
IBM	International Business Machines Corp	+157	2,041	$494,717
GILD	Gilead Sciences, Inc.	+142	2,272	$316,648
D	Dominion Energy, Inc	+40	6,101	$377,163
V	Visa Inc.	+35	3,005	$908,231
DHR	Danaher Corp /De/	+35	3,075	$583,020
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
XOM	Exxon Mobil Corp	−1,005	5,045	$855,934
WMT	Walmart Inc.	−820	7,795	$968,762
VZ	Verizon Communications Inc	−720	9,150	$459,330
JNJ	Johnson & Johnson	−670	4,729	$1,155,956
ITW	Illinois Tool Works Inc	−425	1,555	$404,750
KO	Coca Cola Co	−330	4,954	$376,751
NEE	Nextera Energy Inc	−325	7,750	$719,820
SPY	Spdr S&P 500 ETF Trust	−313	11,573	$7,526,384
HON	Honeywell International Inc	−270	2,459	$555,807
SNA	Snap-on Inc	−255	1,050	$381,381
PG	PROCTER & GAMBLE Co	−240	4,116	$594,515
LOW	Lowes Companies Inc	−240	2,260	$533,992
RTX	RTX Corp	−175	2,277	$439,233
MDY	Spdr S&P Midcap 400 ETF Trust	−159	6,011	$3,707,344
AMGN	Amgen Inc	−146	1,542	$542,552
JPM	Jpmorgan Chase & Co	−130	6,415	$1,887,036
TJX	Tjx Companies Inc /De/	−130	4,725	$754,582
QQQ	Invesco Qqq Trust, Series 1	−128	5,127	$2,959,201
COST	Costco Wholesale Corp /New	−90	761	$758,283
GOOGL	Alphabet Inc.	−80	870	$250,177
BLK	BlackRock, Inc.	−74	508	$488,548
HD	Home Depot, Inc.	−63	1,942	$638,704
BRK-B	Berkshire Hathaway Inc	−45	3,145	$1,507,084
AAPL	Apple Inc.	−36	9,921	$2,517,850
CVX	Chevron Corp	−30	1,669	$345,316
No positions match the current search.

New Positions

Positions the filer opened this quarter

2 positions

Ticker	Company	Shares	Value
DIS	Walt Disney Co	2,250	$216,855
CHY	Calamos Convertible & High Income Fund	10,260	$111,731
No positions match the current search.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

38 positions · $39,998,574 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	11,573	-313	$7,526,384	−7.1%	18.82%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	6,011	-159	$3,707,344	−0.4%	9.27%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,127	-128	$2,959,201	−8.3%	7.40%
AAPL	Apple Inc. Technology	Reduced	9,921	-36	$2,517,850	−7.0%	6.29%
MSFT	Microsoft Corp Technology	Added	6,467	+330	$2,393,889	−19.3%	5.98%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,415	-130	$1,887,036	−10.5%	4.72%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,145	-45	$1,507,084	−6.0%	3.77%
JNJ	Johnson & Johnson Healthcare	Reduced	4,729	-670	$1,155,956	+3.5%	2.89%
NVDA	Nvidia Corp Technology	Added	6,436	+606	$1,122,438	+3.2%	2.81%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,795	-820	$968,762	+0.9%	2.42%
V	Visa Inc. Financial Services	Added	3,005	+35	$908,231	−12.8%	2.27%
XOM	Exxon Mobil Corp Energy	Reduced	5,045	-1,005	$855,934	+17.6%	2.14%
ORCL	Oracle Corp Technology	Reduced	5,725	-20	$842,204	−24.8%	2.11%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	761	-90	$758,283	+3.3%	1.90%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	4,725	-130	$754,582	+1.2%	1.89%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	1,535	-25	$754,498	−16.5%	1.89%
NEE	Nextera Energy Inc Utilities	Reduced	7,750	-325	$719,820	+11.0%	1.80%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	1,942	-63	$638,704	−7.4%	1.60%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	4,116	-240	$594,515	−4.8%	1.49%
DHR	Danaher Corp /De/ Healthcare	Added	3,075	+35	$583,020	−16.2%	1.46%
HON	Honeywell International Inc Industrials	Reduced	2,459	-270	$555,807	+4.4%	1.39%
AMGN	Amgen Inc Healthcare	Reduced	1,542	-146	$542,552	−1.8%	1.36%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	2,260	-240	$533,992	−11.4%	1.34%
IBM	International Business Machines Corp Technology	Added	2,041	+157	$494,717	−11.4%	1.24%
BLK	BlackRock, Inc. Financial Services	Reduced	508	-74	$488,548	−21.6%	1.22%
VZ	Verizon Communications Inc Communication Services	Reduced	9,150	-720	$459,330	+14.3%	1.15%
RTX	RTX Corp Industrials	Reduced	2,277	-175	$439,233	−2.3%	1.10%
ITW	Illinois Tool Works Inc Industrials	Reduced	1,555	-425	$404,750	−17.0%	1.01%
SNA	Snap-on Inc Industrials	Reduced	1,050	-255	$381,381	−15.2%	0.95%
D	Dominion Energy, Inc Utilities	Added	6,101	+40	$377,163	+6.2%	0.94%
KO	Coca Cola Co Consumer Defensive	Reduced	4,954	-330	$376,751	+2.0%	0.94%
CVX	Chevron Corp Energy	Reduced	1,669	-30	$345,316	+33.4%	0.86%
GILD	Gilead Sciences, Inc. Healthcare	Added	2,272	+142	$316,648	+21.1%	0.79%
CB	Chubb Ltd Financial Services	Reduced	920	-10	$299,855	+3.3%	0.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	870	-80	$250,177	−15.9%	0.63%
AXP	American Express Co Financial Services	Held	820	0	$248,033	−18.2%	0.62%
DIS	Walt Disney Co Communication Services	NEW	2,250	NEW	$216,855	NEW	0.54%
CHY	Calamos Convertible & High Income Fund Financial Services	NEW	10,260	NEW	$111,731	NEW	0.28%