Tandem Investment Partners LLC

CIK

2056333

Location

Bordentown, NJ

Portfolio Value

Micro $7,371,098

Diversification

Diversified

Filing Date

Global Rank

#7,100 / 8,588 ▲ 49

Top Industry

Software - Infrastructure 12.5%

3Y Alpha vs SPY

-5.8%

Period ended 3 months ago

Filed May 13, 2026 · 35d

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

+17.6%

SPY

+25.8%

Annualised alpha

-5.8%

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
LOW	Lowes Companies Inc	−240	2,260	$533,992
PG	PROCTER & GAMBLE Co	−240	4,116	$594,515
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
TJX	Tjx Companies Inc /De/	−130	4,725	$754,582
JPM	Jpmorgan Chase & Co	−130	6,415	$1,887,036
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

5 positions · $7,371,098 total · Technology only · 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
IBM	International Business Machines Corp Technology	Added	2,041	+157	$494,717	−11.4%	6.71%
ORCL	Oracle Corp Technology	Reduced	5,725	-20	$842,204	−24.8%	11.43%
NVDA	Nvidia Corp Technology	Added	6,436	+606	$1,122,438	+3.2%	15.23%
MSFT	Microsoft Corp Technology	Added	6,467	+330	$2,393,889	−19.3%	32.48%
AAPL	Apple Inc. Technology	Reduced	9,921	-36	$2,517,850	−7.0%	34.16%