Tandem Investment Partners LLC
Filing Date
Global Rank
#2,265
/ 2,968
▲ 4860
Top Industry
Software - Infrastructure
12.1%
3Y Alpha vs SPY
-3.3%
Period ended 29 days ago
Filed Jul 27, 2026 · 2d
7 quarters · since Dec 2024
Clone Performance
Feb 2025–Jul 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Cloned portfolio
+19.5%
SPY
+23.3%
Annualised alpha
-2.4%
Max drawdown
−17.4%
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. It tracks 100% of reported value on average across 6 quarters. Past performance does not predict future results.
Portfolio Concentration
41 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
19.3%
+0.5 pts
Top 5
49.3%
+1.6 pts
Top 10
65.6%
+1.3 pts
HHI
709
Diversified+27
Portfolio Trend
7 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 36.9% | $15,715,061 |
| Technology | 18.6% | $7,941,571 |
| Financial Services | 14.5% | $6,184,745 |
| Healthcare | 8.3% | $3,545,223 |
| Consumer Defensive | 5.9% | $2,526,169 |
| Consumer Cyclical | 5.2% | $2,208,954 |
| Industrials | 4.2% | $1,778,198 |
| Utilities | 2.6% | $1,107,584 |
| Energy | 2.2% | $953,006 |
| Communication Services | 1.5% | $627,648 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
16 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CHY | Calamos Convertible & High Income Fund | +2,255 | 12,515 | $170,454 | |
| AXP | American Express Co | +945 | 1,765 | $597,011 | |
| VZ | Verizon Communications Inc | +250 | 9,400 | $397,996 | |
| DIS | Walt Disney Co | +136 | 2,386 | $229,652 | |
| GILD | Gilead Sciences, Inc. | +130 | 2,402 | $303,468 | |
| D | Dominion Energy, Inc | +125 | 6,226 | $425,173 | |
| KO | Coca Cola Co | +110 | 5,064 | $411,551 | |
| DHR | Danaher Corp /De/ | +81 | 3,156 | $601,154 | |
| V | Visa Inc. | +75 | 3,080 | $1,056,717 | |
| CB | Chubb Ltd | +61 | 981 | $334,265 | |
| MSFT | Microsoft Corp | +59 | 6,526 | $2,434,328 | |
| PG | PROCTER & GAMBLE Co | +25 | 4,141 | $607,236 | |
| NEE | Nextera Energy Inc | +25 | 7,775 | $682,411 | |
| HD | Home Depot, Inc. | +5 | 1,947 | $686,667 | |
| TMO | Thermo Fisher Scientific Inc. | +5 | 1,540 | $772,094 | |
| IBM | International Business Machines Corp | +3 | 2,044 | $574,793 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| HON | Honeywell International Inc | −1,249 | 1,210 | $270,919 | |
| QQQ | Invesco Qqq Trust, Series 1 | −627 | 4,500 | $3,313,800 | |
| TJX | Tjx Companies Inc /De/ | −545 | 4,180 | $633,270 | |
| SPY | Spdr S&P 500 ETF Trust | −545 | 11,028 | $8,235,379 | |
| JNJ | Johnson & Johnson | −435 | 4,294 | $1,090,547 | |
| JPM | Jpmorgan Chase & Co | −320 | 6,095 | $1,995,076 | |
| LOW | Lowes Companies Inc | −285 | 1,975 | $435,467 | |
| NVDA | Nvidia Corp | −245 | 6,191 | $1,238,757 | |
| AMGN | Amgen Inc | −194 | 1,348 | $488,137 | |
| WMT | Walmart Inc. | −185 | 7,610 | $861,908 | |
| XOM | ExxonMobil Holdings Corp | −98 | 4,947 | $676,353 | |
| MDY | Spdr S&P Midcap 400 ETF Trust | −88 | 5,923 | $4,165,882 | |
| COST | Costco Wholesale Corp /New | −71 | 690 | $645,474 | |
| ORCL | Oracle Corp | −70 | 5,655 | $828,740 | |
| BRK-B | Berkshire Hathaway Inc | −35 | 3,110 | $1,556,212 | |
| AAPL | Apple Inc. | −20 | 9,901 | $2,864,953 | |
| BLK | BlackRock, Inc. | −14 | 494 | $475,010 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
5 positions
41 tracked positions ·
$42,588,159 total
· as of Jun 30, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 11,028 | $8,235,379 | 19.34% | |
| MDY |
Spdr S&P Midcap 400 ETF Trust
|
Reduced | 5,923 | $4,165,882 | 9.78% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Reduced | 4,500 | $3,313,800 | 7.78% | |
| AAPL |
Apple Inc.
Technology
|
Reduced | 9,901 | $2,864,953 | 6.73% | |
| MSFT |
Microsoft Corp
Technology
|
Added | 6,526 | $2,434,328 | 5.72% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Reduced | 6,095 | $1,995,076 | 4.68% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Reduced | 3,110 | $1,556,212 | 3.65% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 6,191 | $1,238,757 | 2.91% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Reduced | 4,294 | $1,090,547 | 2.56% | |
| V |
Visa Inc.
Financial Services
|
Added | 3,080 | $1,056,717 | 2.48% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Reduced | 7,610 | $861,908 | 2.02% | |
| ORCL |
Oracle Corp
Technology
|
Reduced | 5,655 | $828,740 | 1.95% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 1,540 | $772,094 | 1.81% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 1,947 | $686,667 | 1.61% | |
| NEE |
Nextera Energy Inc
Utilities
|
Added | 7,775 | $682,411 | 1.60% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 4,947 | $676,353 | 1.59% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
Reduced | 690 | $645,474 | 1.52% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Reduced | 4,180 | $633,270 | 1.49% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Added | 4,141 | $607,236 | 1.43% | |
| DHR |
Danaher Corp /De/
Healthcare
|
Added | 3,156 | $601,154 | 1.41% | |
| AXP |
American Express Co
Financial Services
|
Added | 1,765 | $597,011 | 1.40% | |
| IBM |
International Business Machines Corp
Technology
|
Added | 2,044 | $574,793 | 1.35% | |
| AMGN |
Amgen Inc
Healthcare
|
Reduced | 1,348 | $488,137 | 1.15% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Reduced | 494 | $475,010 | 1.12% | |
| LOW |
Lowes Companies Inc
Consumer Cyclical
|
Reduced | 1,975 | $435,467 | 1.02% | |
| RTX |
RTX Corp
Industrials
|
Held | 2,277 | $432,015 | 1.01% | |
| D |
Dominion Energy, Inc
Utilities
|
Added | 6,226 | $425,173 | 1.00% | |
| ITW |
Illinois Tool Works Inc
Industrials
|
Held | 1,555 | $420,580 | 0.99% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 5,064 | $411,551 | 0.97% | |
| VZ |
Verizon Communications Inc
Communication Services
|
Added | 9,400 | $397,996 | 0.93% | |
| PNR |
PENTAIR plc
Industrials
|
NEW | 5,055 | $387,516 | 0.91% | |
| CB |
Chubb Ltd
Financial Services
|
Added | 981 | $334,265 | 0.78% | |
| GILD |
Gilead Sciences, Inc.
Healthcare
|
Added | 2,402 | $303,468 | 0.71% | |
| CAH |
Cardinal Health Inc
Healthcare
|
NEW | 1,220 | $289,823 | 0.68% | |
| CVX |
Chevron Corp
Energy
|
Held | 1,669 | $276,653 | 0.65% | |
| HON |
Honeywell International Inc
Industrials
|
Reduced | 1,210 | $270,919 | 0.64% | |
| HONA |
Honeywell Aerospace Inc.
Industrials
|
NEW | 1,210 | $267,168 | 0.63% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
NEW | 1,408 | $250,961 | 0.59% | |
| DIS |
Walt Disney Co
Communication Services
|
Added | 2,386 | $229,652 | 0.54% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
NEW | 850 | $202,589 | 0.48% | |
| CHY |
Calamos Convertible & High Income Fund
Financial Services
|
Added | 12,515 | $170,454 | 0.40% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.