Tandem Investment Partners LLC

CIK

2056333

Location

Bordentown, NJ

Portfolio Value

Small $123,264,593

Diversification

Diversified

Filing Date

Global Rank

#7,856 / 8,827 ▼ 116 · as of Jun 2026

Top Industry

Software - Infrastructure 13.7%

Period ended 38 days ago

Filed Oct 16, 2026 · 22d

8 quarters · since Dec 2024

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 61.3% of the book (60%+)

Turnover

Low turnover

17.9% over the last four quarters (under 30%)

Horizon

Medium horizon

Value-weighted holding period 6.4 quarters (4 to under 12)

Closest benchmark: every 13F filer's combined book, active share 78.4%; sector active share 65.1% against the combined 13F book's sector weights.

Over time 7 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

76 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

15.1%

+0.9 pts

Top 5

43.2%

+1.9 pts

Top 10

64.0%

+2.7 pts

HHI

572

Diversified+46

Portfolio Trend

8 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	76.0%	$93,652,701	38
Technology	7.5%	$9,204,808	5
Financial Services	5.0%	$6,201,025	7
Healthcare	3.3%	$4,046,901	6
Consumer Defensive	2.0%	$2,464,827	4
Communication Services	1.9%	$2,288,450	3
Consumer Cyclical	1.6%	$1,916,456	5
Industrials	1.1%	$1,373,004	4
Energy	0.9%	$1,154,756	2
Utilities	0.8%	$961,665	2

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
QNDX	State Street(R) SPDR(R) Portfolio Nasdaq(R) 100 ET	+9,660	103,670	$2,597,970
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	+2,290	129,765	$5,175,028
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	+1,992	60,336	$3,418,637
AVDE	Avantis International Equity ETF	+1,965	21,107	$1,901,951
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	+1,776	21,910	$2,215,758
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	+1,654	98,120	$8,807,251
SCHB	Schwab U.S. Broad Market ETF	+1,331	50,775	$1,488,215
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	+1,178	31,869	$776,328
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	+860	52,200	$3,290,688
CHY	Calamos Convertible & High Income Fund	+550	13,065	$152,991
SCHM	Schwab U.S. Mid-Cap ETF	+293	9,483	$322,611
IGSB	iShares 1-5 Year Investment Grade Corporate Bond ETF	+288	6,576	$336,888
SPDW	State Street(R) SPDR(R) Portfolio Developed World ex-US ETF	+230	6,119	$307,234
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	+190	43,910	$3,438,592
SCHD	Schwab U.S. Dividend Equity ETF	+168	12,956	$421,458
PFXF	VanEck Preferred Securities ex Financials ETF	+150	22,515	$394,462
HON	Honeywell International Inc	+133	1,343	$283,292
PNR	PENTAIR plc	+90	5,145	$272,633
CVX	Chevron Corp	+75	1,744	$356,142
XTWO	BondBloxx Bloomberg Two Year Target Duration US Treasury ETF	+70	5,142	$248,564
KO	Coca Cola Co	+70	5,134	$441,934
LOW	Lowes Companies Inc	+30	2,005	$369,501
AXP	American Express Co	+30	1,795	$545,859
—		+30	5,785	$0
CB	Chubb Ltd	+21	1,002	$325,900
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
—		−21,031	10,538	$0
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	−7,576	102,659	$3,166,003
VCRB	VANGUARD CORE BOND ETF	−4,145	107,317	$7,900,677
DLS	WisdomTree International SmallCap Dividend Fund	−1,950	4,075	$355,299
VIG	Vanguard Specialized Funds	−1,330	3,495	$815,418
COWZ	Pacer US Cash Cows 100 ETF	−1,308	97,169	$6,487,002
VXUS	Vanguard Total International Stock ETF	−851	75,122	$6,382,365
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	−831	10,007	$3,745,019
IJR	iShares Core S&P Small-Cap ETF	−585	7,075	$962,483
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	−545	48,190	$6,056,037
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	−500	23,150	$3,898,923
XTRE	BondBloxx Bloomberg Three Year Target Duration US Treasury ETF	−340	7,450	$356,855
SPY	Spdr S&P 500 ETF Trust	−230	10,798	$8,234,878
—		−225	47,650	$0
RSP	Victory Portfolios II	−195	14,465	$0
QQQ	Invesco Qqq Trust, Series 1	−147	4,353	$3,220,218
VZ	Verizon Communications Inc	−140	9,260	$424,756
ORCL	Oracle Corp	−130	5,525	$758,582
MDY	Spdr S&P Midcap 400 ETF Trust	−125	5,798	$3,807,604
GOOG	Alphabet Inc.	−120	4,735	$1,613,403
AAPL	Apple Inc.	−82	9,819	$3,269,923
MSFT	Microsoft Corp	−74	6,452	$3,309,230
IVOO	VANGUARD S&P MID-CAP 400 INDEX FUND	−60	2,890	$351,886
D	Dominion Energy, Inc	−60	6,166	$373,166
VOO	VANGUARD 500 INDEX FUND	−55	2,382	$1,669,448
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SGOV	iShares 0-3 Month Treasury Bond ETF	6,313	$635,592
No positions match the current search.

Sold Out

Positions the filer fully exited

1 positions

Ticker	Company	Shares	Value	Open
HONA	Honeywell Aerospace Inc.	1,210	$267,506
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

76 tracked positions · $123,264,593 total · filing declares 76 positions · $129,407,309 · as of Sep 30, 2026

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

Showing 1–50 of 76 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SPYM	State Street(R) SPDR(R) Portfolio S&P 500(R) ETF	Added	98,120	+1,654	$8,807,251	+3.9%	7.14%
SPY	Spdr S&P 500 ETF Trust	Reduced	10,798	-230	$8,234,878	−0.0%	6.68%
VCRB	VANGUARD CORE BOND ETF	Reduced	107,317	-4,145	$7,900,677	−8.2%	6.41%
COWZ	Pacer US Cash Cows 100 ETF	Reduced	97,169	-1,308	$6,487,002	+5.9%	5.26%
VXUS	Vanguard Total International Stock ETF	Reduced	75,122	-851	$6,382,365	−1.7%	5.18%
VGT	VANGUARD INFORMATION TECHNOLOGY INDEX FUND	Reduced	48,190	-545	$6,056,037	+4.0%	4.91%
COWG	Pacer US Large Cap Cash Cows Growth Leaders ETF	Added	129,765	+2,290	$5,175,028	+1.1%	4.20%
XLV	State Street(R) Health Care Select Sector SPDR(R) ETF	Reduced	23,150	-500	$3,898,923	+3.9%	3.16%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	5,798	-125	$3,807,604	−8.6%	3.09%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Reduced	10,007	-831	$3,745,019	−6.6%	3.04%
VCIT	VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND	Added	43,910	+190	$3,438,592	−4.8%	2.79%
VGIT	VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND	Added	60,336	+1,992	$3,418,637	−0.7%	2.77%
MSFT	Microsoft Corp Technology	Reduced	6,452	-74	$3,309,230	+35.9%	2.68%
SPMD	State Street(R) SPDR(R) Portfolio S&P 400(TM) Mid Cap ETF	Added	52,200	+860	$3,290,688	−5.1%	2.67%
AAPL	Apple Inc. Technology	Reduced	9,819	-82	$3,269,923	+14.1%	2.65%
QQQ	Invesco Qqq Trust, Series 1	Reduced	4,353	-147	$3,220,218	−2.8%	2.61%
FLRN	State Street(R) SPDR(R) Bloomberg Investment Grade Floating Rate ETF	Reduced	102,659	-7,576	$3,166,003	−6.9%	2.57%
QNDX	State Street(R) SPDR(R) Portfolio Nasdaq(R) 100 ET	Added	103,670	+9,660	$2,597,970	+10.8%	2.11%
VYMI	VANGUARD INTERNATIONAL HIGH DIVIDEND YIELD INDEX FUND	Added	21,910	+1,776	$2,215,758	+12.1%	1.80%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	6,047	-48	$2,000,529	+0.3%	1.62%
AVDE	Avantis International Equity ETF	Added	21,107	+1,965	$1,901,951	+11.4%	1.54%
VOO	VANGUARD 500 INDEX FUND	Reduced	2,382	-55	$1,669,448	−0.3%	1.35%
GOOG	Alphabet Inc. Communication Services	Reduced	4,735	-120	$1,613,403	−5.9%	1.31%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,120	+10	$1,553,604	−0.2%	1.26%
SCHB	Schwab U.S. Broad Market ETF	Added	50,775	+1,331	$1,488,215	+3.9%	1.21%
NVDA	Nvidia Corp Technology	Added	6,205	+14	$1,417,097	+14.4%	1.15%
JNJ	Johnson & Johnson Healthcare	Reduced	4,254	-40	$1,126,203	+3.3%	0.91%
V	Visa Inc. Financial Services	Added	3,083	+3	$1,107,814	+4.8%	0.90%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	1,546	+6	$1,043,627	+35.2%	0.85%
IJR	iShares Core S&P Small-Cap ETF	Reduced	7,075	-585	$962,483	−15.3%	0.78%
VIG	Vanguard Specialized Funds	Reduced	3,495	-1,330	$815,418	−28.6%	0.66%
XOM	ExxonMobil Holdings Corp Energy	Reduced	4,907	-40	$798,614	+18.1%	0.65%
WMT	Walmart Inc. Consumer Defensive	Held	7,610	0	$790,831	−8.2%	0.64%
SPAB	State Street(R) SPDR(R) Portfolio Aggregate Bond ETF	Added	31,869	+1,178	$776,328	−0.9%	0.63%
ORCL	Oracle Corp Technology	Reduced	5,525	-130	$758,582	−8.5%	0.62%
DHR	Danaher Corp Healthcare	Reduced	3,101	-55	$687,026	+14.3%	0.56%
SGOV	iShares 0-3 Month Treasury Bond ETF	NEW	6,313	NEW	$635,592	NEW	0.52%
COST	Costco Wholesale Corp Consumer Defensive	Held	690	0	$628,134	−2.7%	0.51%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	4,157	+16	$603,928	−0.5%	0.49%
NEE	Nextera Energy Inc Utilities	Reduced	7,770	-5	$588,499	−13.8%	0.48%
AMGN	Amgen Inc Healthcare	Reduced	1,337	-11	$563,558	+15.5%	0.46%
HD	Home Depot, Inc. Consumer Cyclical	Added	1,962	+15	$558,169	−18.7%	0.45%
TJX	Tjx Companies Inc Consumer Cyclical	Added	4,185	+5	$553,717	−12.6%	0.45%
AXP	American Express Co Financial Services	Added	1,795	+30	$545,859	−8.6%	0.44%
BLK	BlackRock, Inc. Financial Services	Reduced	486	-8	$514,328	+8.3%	0.42%
PTL	Inspire 500 ETF	Reduced	1,710	-5	$465,359	−5.2%	0.38%
IBM	International Business Machines Corp Technology	Added	2,046	+2	$449,976	−21.7%	0.37%
KO	Coca Cola Co Consumer Defensive	Added	5,134	+70	$441,934	+7.4%	0.36%
VZ	Verizon Communications Inc Communication Services	Reduced	9,260	-140	$424,756	+6.7%	0.34%
SCHD	Schwab U.S. Dividend Equity ETF	Added	12,956	+168	$421,458	+3.9%	0.34%

Showing the top 50 of 76 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.