Tandem Investment Partners LLC

CIK

2056333

Location

Bordentown, NJ

Portfolio Value

Micro $42,588,159

Diversification

Diversified

Filing Date

Global Rank

#7,381 / 8,700 ▲ 422

Top Industry

Software - Infrastructure 12.1%

Period ended 2 months ago

Filed Jul 27, 2026 · 48d

7 quarters · since Dec 2024

Portfolio Concentration

41 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

19.3%

+6.4 pts

Top 5

49.3%

+10.6 pts

Top 10

65.6%

+7.8 pts

HHI

709

Diversified+240

Portfolio Trend

7 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	36.9%	$15,715,061	3
Technology	18.6%	$7,941,571	5
Financial Services	14.5%	$6,184,745	7
Healthcare	8.3%	$3,545,223	6
Consumer Defensive	5.9%	$2,526,169	4
Consumer Cyclical	5.2%	$2,208,954	5
Industrials	4.2%	$1,778,198	5
Utilities	2.6%	$1,107,584	2
Energy	2.2%	$953,006	2
Communication Services	1.5%	$627,648	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

16 positions

Ticker	Company	Δ Shares	Shares	Value
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
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

Ticker	Company	Shares	Value
PNR	PENTAIR plc	5,055	$387,516
CAH	Cardinal Health Inc	1,220	$289,823
HONA	Honeywell Aerospace Inc.	1,210	$267,168
BKNG	Booking Holdings Inc.	1,408	$250,961
AMZN	Amazon Com Inc	850	$202,589
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BWX	State Street SPDR Bloomberg International Treasury Bond ETF	278,861	$14,164,058
VCHY	Vanguard U.S. High-Yield Corporate Bond Index ETF	104,073	$8,053,168
BNDW	Vanguard Total World Bond ETF	94,849	$6,591,685
AAAP	Pacer Barings CLO Market Flex ETF	96,965	$6,066,130
VXUS	Vanguard Total International Stock ETF	75,148	$5,794,662
VB	Vanguard Morningstar Small-Cap ETF	14,043	$5,028,726
—		79,527	$3,229,939
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	21,935	$3,215,890
ABI	VictoryShares Pioneer Asset-Based Income ETF	14,625	$2,806,830
IVZ	Invesco Ltd.	8,152	$1,937,078
FNDA	Schwab Fundamental U.S. Small Company ETF	68,092	$1,825,644
GOOGL	Alphabet Inc.	6,332	$1,817,006
VIGI	Vanguard International Dividend Appreciation ETF	17,919	$1,688,686
ACSG	American Century Small Cap Growth Insights ETF	16,770	$1,422,766
AAXJ	iShares MSCI All Country Asia ex Japan ETF	13,727	$1,310,199
VIG	Vanguard Dividend Appreciation ETF	5,840	$1,255,950
HYSA	BondBloxx USD High Yield Bond Sector Rotation ETF	15,050	$743,830
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	7,670	$625,105
EDV	Vanguard World Funds Extended Duration ETF	6,952	$606,318
AFK	VanEck Africa Index ETF	22,240	$390,089
SNA	Snap-on Inc	1,050	$381,381
IVOG	Vanguard S&P Mid-Cap 400 Growth ETF	3,125	$357,250
FMCE	FM Compounders Equity ETF	1,420	$355,788
CWI	State Street SPDR MSCI ACWI ex-US ETF	5,435	$248,107
—		4,945	$233,156
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

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	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPY	Spdr S&P 500 ETF Trust	Reduced	11,028	-545	$8,235,379	+9.4%	19.34%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	5,923	-88	$4,165,882	+12.4%	9.78%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,500	-627	$3,313,800	+12.0%	7.78%
AAPL	Apple Inc. Technology	Reduced	9,901	-20	$2,864,953	+13.8%	6.73%
MSFT	Microsoft Corp Technology	Added	6,526	+59	$2,434,328	+1.7%	5.72%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,095	-320	$1,995,076	+5.7%	4.68%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	3,110	-35	$1,556,212	+3.3%	3.65%
NVDA	Nvidia Corp Technology	Reduced	6,191	-245	$1,238,757	+10.4%	2.91%
JNJ	Johnson & Johnson Healthcare	Reduced	4,294	-435	$1,090,547	−5.7%	2.56%
V	Visa Inc. Financial Services	Added	3,080	+75	$1,056,717	+16.3%	2.48%
WMT	Walmart Inc. Consumer Defensive	Reduced	7,610	-185	$861,908	−11.0%	2.02%
ORCL	Oracle Corp Technology	Reduced	5,655	-70	$828,740	−1.6%	1.95%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,540	+5	$772,094	+2.3%	1.81%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,947	+5	$686,667	+7.5%	1.61%
NEE	Nextera Energy Inc Utilities	Added	7,775	+25	$682,411	−5.2%	1.60%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,947	-98	$676,353	−21.0%	1.59%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	690	-71	$645,474	−14.9%	1.52%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Reduced	4,180	-545	$633,270	−16.1%	1.49%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,141	+25	$607,236	+2.1%	1.43%
DHR	Danaher Corp /De/ Healthcare	Added	3,156	+81	$601,154	+3.1%	1.41%
AXP	American Express Co Financial Services	Added	1,765	+945	$597,011	+140.7%	1.40%
IBM	International Business Machines Corp Technology	Added	2,044	+3	$574,793	+16.2%	1.35%
AMGN	Amgen Inc Healthcare	Reduced	1,348	-194	$488,137	−10.0%	1.15%
BLK	BlackRock, Inc. Financial Services	Reduced	494	-14	$475,010	−2.8%	1.12%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	1,975	-285	$435,467	−18.5%	1.02%
RTX	RTX Corp Industrials	Held	2,277	0	$432,015	−1.6%	1.01%
D	Dominion Energy, Inc Utilities	Added	6,226	+125	$425,173	+12.7%	1.00%
ITW	Illinois Tool Works Inc Industrials	Held	1,555	0	$420,580	+3.9%	0.99%
KO	Coca Cola Co Consumer Defensive	Added	5,064	+110	$411,551	+9.2%	0.97%
VZ	Verizon Communications Inc Communication Services	Added	9,400	+250	$397,996	−13.4%	0.93%
PNR	PENTAIR plc Industrials	NEW	5,055	NEW	$387,516	NEW	0.91%
CB	Chubb Ltd Financial Services	Added	981	+61	$334,265	+11.5%	0.78%
GILD	Gilead Sciences, Inc. Healthcare	Added	2,402	+130	$303,468	−4.2%	0.71%
CAH	Cardinal Health Inc Healthcare	NEW	1,220	NEW	$289,823	NEW	0.68%
CVX	Chevron Corp Energy	Held	1,669	0	$276,653	−19.9%	0.65%
HON	Honeywell International Inc Industrials	Reduced	1,210	-1,249	$270,919	−51.3%	0.64%
HONA	Honeywell Aerospace Inc. Industrials	NEW	1,210	NEW	$267,168	NEW	0.63%
BKNG	Booking Holdings Inc. Consumer Cyclical	NEW	1,408	NEW	$250,961	NEW	0.59%
DIS	Walt Disney Co Communication Services	Added	2,386	+136	$229,652	+5.9%	0.54%
AMZN	Amazon Com Inc Consumer Cyclical	NEW	850	NEW	$202,589	NEW	0.48%
CHY	Calamos Convertible & High Income Fund Financial Services	Added	12,515	+2,255	$170,454	+52.6%	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.