Largest positions
| Issuer | Class | Value | Share |
|---|---|---|---|
| Vanguard Malvern FdsCORE BD ETF | CORE BD ETF | $8.61M | 6.6% |
| SPDR Series TrustST STR P500ETF | ST STR P500ETF | $8.48M | 6.5% |
| State Str SPDR S&P 500 ETF TTR UNIT | TR UNIT | $8.24M | 6.3% |
| Vanguard Star FdsVG TL INTL STK F | VG TL INTL STK F | $6.49M | 5.0% |
| Pacer Fds TRUS CASH COWS 100 | US CASH COWS 100 | $6.13M | 4.7% |
| Vanguard World FDINF TECH ETF | INF TECH ETF | $5.82M | 4.5% |
| Pacer Fds TRUS LRG CP CASH | US LRG CP CASH | $5.12M | 3.9% |
| State Str SPDR S&P Midcap 40UTSER1 S&PDCRP | UTSER1 S&PDCRP | $4.17M | 3.2% |
| Vanguard Index FdsTOTAL STK MKT | TOTAL STK MKT | $4.01M | 3.1% |
| Select Sector SPDR TRST STR CARE ETF | ST STR CARE ETF | $3.75M | 2.9% |
| Vanguard Scottsdale FdsINT-TERM CORP | INT-TERM CORP | $3.61M | 2.8% |
| SPDR Series TrustST STR P400MID | ST STR P400MID | $3.47M | 2.7% |
| Vanguard Scottsdale FdsINTER TERM TREAS | INTER TERM TREAS | $3.44M | 2.7% |
| SPDR Series TrustST STR RATE ETF | ST STR RATE ETF | $3.4M | 2.6% |
| Invesco Qqq TRUNIT SER 1 | UNIT SER 1 | $3.31M | 2.6% |
| Invesco Exchange Traded FD TS&P500 EQL WGT | S&P500 EQL WGT | $3.12M | 2.4% |
| Apple Inc.COM | COM | $2.86M | 2.2% |
| SPDR Series TrustST STR SP600 SML | ST STR SP600 SML | $2.76M | 2.1% |
| Microsoft Corp.COM | COM | $2.43M | 1.9% |
| SPDR Series TrustSTATE STREET SPD | STATE STREET SPD | $2.34M | 1.8% |
| JPMORGAN Chase & COCOM | COM | $2M | 1.5% |
| Vanguard Whitehall FdsINTL HIGH ETF | INTL HIGH ETF | $1.98M | 1.5% |
| Alphabet Inc.CAP STK CL C | CAP STK CL C | $1.72M | 1.3% |
| American Centy ETF TRINTL EQT ETF | INTL EQT ETF | $1.71M | 1.3% |
| Vanguard Index FdsS&P 500 ETF SHS | S&P 500 ETF SHS | $1.67M | 1.3% |
| Berkshire Hathaway Inc. DelCL B NEW | CL B NEW | $1.56M | 1.2% |
| Schwab Strategic TRUS BRD MKT ETF | US BRD MKT ETF | $1.43M | 1.1% |
| Nvidia CorporationCOM | COM | $1.24M | 1.0% |
| Vanguard Specialized FundsDIV APP ETF | DIV APP ETF | $1.14M | 0.9% |
| iShares TRCORE S&P SCP ETF | CORE S&P SCP ETF | $1.14M | 0.9% |
| Johnson & JohnsonCOM | COM | $1.09M | 0.8% |
| Visa Inc.COM CL A | COM CL A | $1.06M | 0.8% |
| SPDR Series TrustST SHO TREAS ETF | ST SHO TREAS ETF | $916K | 0.7% |
| Walmart Inc.COM | COM | $862K | 0.7% |
| Oracle Corp.COM | COM | $829K | 0.6% |
| SPDR Series TrustST STR AGGRE ETF | ST STR AGGRE ETF | $783K | 0.6% |
| Thermo Fisher Scientific Inc.COM | COM | $772K | 0.6% |
| Home Depot Inc.COM | COM | $687K | 0.5% |
| Nextera Energy Inc.COM | COM | $682K | 0.5% |
| Exxon Mobil Corp.COM | COM | $676K | 0.5% |
| Costco Wholesale CorporationCOM | COM | $645K | 0.5% |
| TJX Cos Inc. NewCOM | COM | $633K | 0.5% |
| Procter & Gamble COCOM | COM | $607K | 0.5% |
| Danaher Corp. DelCOM | COM | $601K | 0.5% |
| American Express COCOM | COM | $597K | 0.5% |
| International Business MachsCOM | COM | $575K | 0.4% |
| Wisdomtree TRINTL SMCAP DIV | INTL SMCAP DIV | $505K | 0.4% |
| Northern Lts FD TR IVINSPIRE 500 ETF | INSPIRE 500 ETF | $491K | 0.4% |
| Amgen Inc.COM | COM | $488K | 0.4% |
| Blackrock Inc.COM | COM | $475K | 0.4% |
Vanguard Malvern FdsCORE BD ETF$8.61M
- Class
- CORE BD ETF
- Share
- 6.6%
SPDR Series TrustST STR P500ETF$8.48M
- Class
- ST STR P500ETF
- Share
- 6.5%
State Str SPDR S&P 500 ETF TTR UNIT$8.24M
- Class
- TR UNIT
- Share
- 6.3%
Vanguard Star FdsVG TL INTL STK F$6.49M
- Class
- VG TL INTL STK F
- Share
- 5.0%
Pacer Fds TRUS CASH COWS 100$6.13M
- Class
- US CASH COWS 100
- Share
- 4.7%
Vanguard World FDINF TECH ETF$5.82M
- Class
- INF TECH ETF
- Share
- 4.5%
Pacer Fds TRUS LRG CP CASH$5.12M
- Class
- US LRG CP CASH
- Share
- 3.9%
State Str SPDR S&P Midcap 40UTSER1 S&PDCRP$4.17M
- Class
- UTSER1 S&PDCRP
- Share
- 3.2%
Vanguard Index FdsTOTAL STK MKT$4.01M
- Class
- TOTAL STK MKT
- Share
- 3.1%
Select Sector SPDR TRST STR CARE ETF$3.75M
- Class
- ST STR CARE ETF
- Share
- 2.9%
Vanguard Scottsdale FdsINT-TERM CORP$3.61M
- Class
- INT-TERM CORP
- Share
- 2.8%
SPDR Series TrustST STR P400MID$3.47M
- Class
- ST STR P400MID
- Share
- 2.7%
Vanguard Scottsdale FdsINTER TERM TREAS$3.44M
- Class
- INTER TERM TREAS
- Share
- 2.7%
SPDR Series TrustST STR RATE ETF$3.4M
- Class
- ST STR RATE ETF
- Share
- 2.6%
Invesco Qqq TRUNIT SER 1$3.31M
- Class
- UNIT SER 1
- Share
- 2.6%
Invesco Exchange Traded FD TS&P500 EQL WGT$3.12M
- Class
- S&P500 EQL WGT
- Share
- 2.4%
Apple Inc.COM$2.86M
- Class
- COM
- Share
- 2.2%
SPDR Series TrustST STR SP600 SML$2.76M
- Class
- ST STR SP600 SML
- Share
- 2.1%
Microsoft Corp.COM$2.43M
- Class
- COM
- Share
- 1.9%
SPDR Series TrustSTATE STREET SPD$2.34M
- Class
- STATE STREET SPD
- Share
- 1.8%
JPMORGAN Chase & COCOM$2M
- Class
- COM
- Share
- 1.5%
Vanguard Whitehall FdsINTL HIGH ETF$1.98M
- Class
- INTL HIGH ETF
- Share
- 1.5%
Alphabet Inc.CAP STK CL C$1.72M
- Class
- CAP STK CL C
- Share
- 1.3%
American Centy ETF TRINTL EQT ETF$1.71M
- Class
- INTL EQT ETF
- Share
- 1.3%
Vanguard Index FdsS&P 500 ETF SHS$1.67M
- Class
- S&P 500 ETF SHS
- Share
- 1.3%
Berkshire Hathaway Inc. DelCL B NEW$1.56M
- Class
- CL B NEW
- Share
- 1.2%
Schwab Strategic TRUS BRD MKT ETF$1.43M
- Class
- US BRD MKT ETF
- Share
- 1.1%
Nvidia CorporationCOM$1.24M
- Class
- COM
- Share
- 1.0%
Vanguard Specialized FundsDIV APP ETF$1.14M
- Class
- DIV APP ETF
- Share
- 0.9%
iShares TRCORE S&P SCP ETF$1.14M
- Class
- CORE S&P SCP ETF
- Share
- 0.9%
Johnson & JohnsonCOM$1.09M
- Class
- COM
- Share
- 0.8%
Visa Inc.COM CL A$1.06M
- Class
- COM CL A
- Share
- 0.8%
SPDR Series TrustST SHO TREAS ETF$916K
- Class
- ST SHO TREAS ETF
- Share
- 0.7%
Walmart Inc.COM$862K
- Class
- COM
- Share
- 0.7%
Oracle Corp.COM$829K
- Class
- COM
- Share
- 0.6%
SPDR Series TrustST STR AGGRE ETF$783K
- Class
- ST STR AGGRE ETF
- Share
- 0.6%
Thermo Fisher Scientific Inc.COM$772K
- Class
- COM
- Share
- 0.6%
Home Depot Inc.COM$687K
- Class
- COM
- Share
- 0.5%
Nextera Energy Inc.COM$682K
- Class
- COM
- Share
- 0.5%
Exxon Mobil Corp.COM$676K
- Class
- COM
- Share
- 0.5%
Costco Wholesale CorporationCOM$645K
- Class
- COM
- Share
- 0.5%
TJX Cos Inc. NewCOM$633K
- Class
- COM
- Share
- 0.5%
Procter & Gamble COCOM$607K
- Class
- COM
- Share
- 0.5%
Danaher Corp. DelCOM$601K
- Class
- COM
- Share
- 0.5%
American Express COCOM$597K
- Class
- COM
- Share
- 0.5%
International Business MachsCOM$575K
- Class
- COM
- Share
- 0.4%
Wisdomtree TRINTL SMCAP DIV$505K
- Class
- INTL SMCAP DIV
- Share
- 0.4%
Northern Lts FD TR IVINSPIRE 500 ETF$491K
- Class
- INSPIRE 500 ETF
- Share
- 0.4%
Amgen Inc.COM$488K
- Class
- COM
- Share
- 0.4%
Blackrock Inc.COM$475K
- Class
- COM
- Share
- 0.4%
The share class is shown on a wider screen.
The 50 largest of 76 positions by value, with holdings of the same security combined. The 76 largest are in this firm's machine-readable record. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR
This filing
- Form
- 13F-HR
- CIK
- 2056333
- File number
- 028-25032
- Options
- 0 call, 0 put
- In the 25 largest
- 77.6%
- Prior quarter
- $118M at 31 March 2026
- Positions opened
- 7
- Positions closed
- 4
Common questions
What are Tandem Investment Partners’ 13F holdings worth?
$130 million across 76 positions for the quarter ended 30 June 2026.
What is Tandem Investment Partners’ largest 13F holding?
VANGUARD MALVERN FDS (CORE BD ETF) was the largest position at $8.61 million, or 6.6% of reported 13F value, as of 30 June 2026.
How concentrated is Tandem Investment Partners’ 13F portfolio?
The ten largest positions accounted for 46.9% of reported value and the twenty-five largest for 77.6%, across 76 positions as of 30 June 2026.
Does Form 13F show everything Tandem Investment Partners manages?
No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.
How often does Tandem Investment Partners file its 13F?
Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.
Answered from this filing and the prior quarter's.