Sponsored

The Analysis of Tandem Investment Partners LLC's Holdings & P&L

Currently, Tandem Investment Partners LLC holds 70 types of securities in its portfolio with a total value $118.6M. In the most recent quarter, they have increased their positions in COWG (+32.8K shares, valued at $1.2M), VCRB (+10.9K shares, valued at $852.9K), GILD (+2.1K shares, valued at $261.4K); decreased their positions in VIG (-6.2K shares, valued at $1.4M), VGT (-732 shares, valued at $551.8K), N/A (-1.4K shares, valued at $426.8K); initiated new positions in GILD (+2.1K shares, valued at $261.4K), SPDW (+5.2K shares, valued at $231.6K).

1M P&L

+3.2M+2.89%

3M P&L

-31.5M-21.68%

HY P&L

-26.7M-19.00%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A82.3M

76.9%

2Software - Infrastructure4.1M

3.8%

3Consumer Electronics2.7M

2.5%

Top Industries by Stock Count

1N/A33 stocks

52.4%

2Drug Manufacturers - General3 stocks

4.8%

3Credit Services2 stocks

3.2%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR11.9K shares-1.93%2025-12-312026-01-21

VCRB VANGUARD MALVERN FDS94.8K shares13.05%2025-12-312026-01-21

SPYM SPDR SERIES TRUST85.9K shares-3.47%2025-12-312026-01-21

VXUS VANGUARD STAR FDS78.4K shares-1.66%2025-12-312026-01-21

COWZ PACER FDS TR97.4K shares-0.32%2025-12-312026-01-21

VGT VANGUARD WORLD FD6.8K shares-9.72%2025-12-312026-01-21

VTI VANGUARD INDEX FDS13.3K shares-8.30%2025-12-312026-01-21

MDY SPDR S&P MIDCAP 400 ETF TR6.2K shares-2.22%2025-12-312026-01-21

Sponsored

COWG PACER FDS TR98.0K shares50.34%2025-12-312026-01-21

XLV SELECT SECTOR SPDR TR21.3K shares-2.27%2025-12-312026-01-21

INVESCO QQQ TR INVESCO QQQ TR5.3K shares-6.16%2025-12-312026-01-21

FLRN SPDR SERIES TRUST102.6K shares0.91%2025-12-312026-01-21

VCIT VANGUARD SCOTTSDALE FDS37.2K shares6.48%2025-12-312026-01-21

MSFT MICROSOFT CORP6.1K shares-9.12%2025-12-312026-01-21

VGIT VANGUARD SCOTTSDALE FDS49.4K shares8.97%2025-12-312026-01-21

SPMD SPDR SERIES TRUST49.1K shares-0.67%2025-12-312026-01-21

Sponsored

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.5K shares-4.30%2025-12-312026-01-21

AAPL APPLE INC10.0K shares-10.83%2025-12-312026-01-21

VIG VANGUARD SPECIALIZED FUNDS10.4K shares-37.24%2025-12-312026-01-21

DLS WISDOMTREE TR27.7K shares1.11%2025-12-312026-01-21

SPSM SPDR SERIES TRUST47.5K shares1.97%2025-12-312026-01-21

JPM JPMORGAN CHASE & CO.6.5K shares-15.07%2025-12-312026-01-21

QQQM INVESCO EXCH TRADED FD TR II7.6K shares-7.08%2025-12-312026-01-21

ALPHABET INC ALPHABET INC5.6K shares-19.57%2025-12-312026-01-21

Sponsored

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.2K shares-14.71%2025-12-312026-01-21

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares-3.75%2025-12-312026-01-21

SCHB SCHWAB STRATEGIC TR45.5K shares14.89%2025-12-312026-01-21

ORCL ORACLE CORP5.7K shares-13.87%2025-12-312026-01-21

JNJ JOHNSON & JOHNSON5.4K shares-13.44%2025-12-312026-01-21

NVDA NVIDIA CORPORATION5.8K shares-0.21%2025-12-312026-01-21

V VISA INC3.0K shares-12.52%2025-12-312026-01-21

IJR ISHARES TR8.6K shares-1.71%2025-12-312026-01-21

Sponsored

SPTS SPDR SERIES TRUST34.8K shares-13.81%2025-12-312026-01-21

WMT WALMART INC8.6K shares-21.54%2025-12-312026-01-21

TMO THERMO FISHER SCIENTIFIC INC1.6K shares-14.38%2025-12-312026-01-21

TJX TJX COS INC NEW4.9K shares-15.86%2025-12-312026-01-21

COST COSTCO WHSL CORP NEW851 shares-14.04%2025-12-312026-01-21

XOM EXXON MOBIL CORP6.0K shares-14.49%2025-12-312026-01-21

DHR DANAHER CORPORATION3.0K shares-11.88%2025-12-312026-01-21

HD HOME DEPOT INC2.0K shares-10.13%2025-12-312026-01-21

Sponsored

NEE NEXTERA ENERGY INC8.1K shares-11.51%2025-12-312026-01-21

SPAB SPDR SERIES TRUST24.9K shares16.94%2025-12-312026-01-21

PG PROCTER AND GAMBLE CO4.4K shares-10.99%2025-12-312026-01-21

BLACKROCK INC BLACKROCK INC582 shares-18.83%2025-12-312026-01-21

LOW LOWES COS INC2.5K shares-13.94%2025-12-312026-01-21

IBM INTERNATIONAL BUSINESS MACHS1.9K shares-15.67%2025-12-312026-01-21

AMGN AMGEN INC1.7K shares-17.34%2025-12-312026-01-21

HON HONEYWELL INTL INC2.7K shares-13.61%2025-12-312026-01-21

Sponsored

ITW ILLINOIS TOOL WKS INC2.0K shares-15.06%2025-12-312026-01-21

SNA SNAP ON INC1.3K shares-14.98%2025-12-312026-01-21

RTX RTX CORPORATION2.5K shares-14.42%2025-12-312026-01-21

XTRE BONDBLOXX ETF TRUST8.5K shares28.99%2025-12-312026-01-21

VZ VERIZON COMMUNICATIONS INC9.9K shares-11.12%2025-12-312026-01-21

PFXF VANECK ETF TRUST22.0K shares12.68%2025-12-312026-01-21

KO COCA COLA CO5.3K shares-14.55%2025-12-312026-01-21

HEFA ISHARES TR8.9K shares-9.18%2025-12-312026-01-21

Sponsored

D DOMINION ENERGY INC6.1K shares-16.58%2025-12-312026-01-21

IVOO VANGUARD ADMIRAL FDS INC3.1K shares0.00%2025-12-312026-01-21

SCHD SCHWAB STRATEGIC TR12.0K shares-18.40%2025-12-312026-01-21

XTWO BONDBLOXX ETF TRUST6.3K shares28.44%2025-12-312026-01-21

PTL NORTHERN LTS FD TR IV1.2K shares3.81%2025-12-312026-01-21

AXP AMERICAN EXPRESS CO820 shares0.00%2025-12-312026-01-21

ALPHABET INC ALPHABET INC950 shares-13.24%2025-12-312026-01-21

CB CHUBB LIMITED930 shares-16.22%2025-12-312026-01-21

Sponsored

IGSB ISHARES TR5.1K shares15.80%2025-12-312026-01-21

GILD GILEAD SCIENCES INC2.1K sharesnew addition2025-12-312026-01-21

CVX CHEVRON CORP NEW1.7K shares-14.58%2025-12-312026-01-21

BIBL NORTHERN LTS FD TR IV5.7K shares5.25%2025-12-312026-01-21

SCHM SCHWAB STRATEGIC TR8.2K shares-32.35%2025-12-312026-01-21

SPDW SPDR INDEX SHS FDS5.2K sharesnew addition2025-12-312026-01-21

SPY

SPDR S&P 500 ETF TR

-1.93%

Shares11.9K

Event2025-12-31

Filed2026-01-21

VCRB

VANGUARD MALVERN FDS

13.05%

Shares94.8K

Event2025-12-31

Filed2026-01-21

SPYM

SPDR SERIES TRUST

-3.47%

Shares85.9K

Event2025-12-31

Filed2026-01-21

VXUS

VANGUARD STAR FDS

-1.66%

Shares78.4K

Event2025-12-31

Filed2026-01-21

COWZ

PACER FDS TR

-0.32%

Shares97.4K

Event2025-12-31

Filed2026-01-21

VGT

VANGUARD WORLD FD

-9.72%

Shares6.8K

Event2025-12-31

Filed2026-01-21

VTI

VANGUARD INDEX FDS

-8.30%

Shares13.3K

Event2025-12-31

Filed2026-01-21

MDY

SPDR S&P MIDCAP 400 ETF TR

-2.22%

Shares6.2K

Event2025-12-31

Filed2026-01-21

COWG

PACER FDS TR

50.34%

Shares98.0K

Event2025-12-31

Filed2026-01-21

XLV

SELECT SECTOR SPDR TR

-2.27%

Shares21.3K

Event2025-12-31

Filed2026-01-21

INVESCO QQQ TR

-6.16%

Shares5.3K

Event2025-12-31

Filed2026-01-21

FLRN

SPDR SERIES TRUST

0.91%

Shares102.6K

Event2025-12-31

Filed2026-01-21

VCIT

VANGUARD SCOTTSDALE FDS

6.48%

Shares37.2K

Event2025-12-31

Filed2026-01-21

MSFT

MICROSOFT CORP

-9.12%

Shares6.1K

Event2025-12-31

Filed2026-01-21

VGIT

VANGUARD SCOTTSDALE FDS

8.97%

Shares49.4K

Event2025-12-31

Filed2026-01-21

SPMD

SPDR SERIES TRUST

-0.67%

Shares49.1K

Event2025-12-31

Filed2026-01-21

INVESCO EXCHANGE TRADED FD T

-4.30%

Shares14.5K

Event2025-12-31

Filed2026-01-21

AAPL

APPLE INC

-10.83%

Shares10.0K

Event2025-12-31

Filed2026-01-21

VIG

VANGUARD SPECIALIZED FUNDS

-37.24%

Shares10.4K

Event2025-12-31

Filed2026-01-21

DLS

WISDOMTREE TR

1.11%

Shares27.7K

Event2025-12-31

Filed2026-01-21

SPSM

SPDR SERIES TRUST

1.97%

Shares47.5K

Event2025-12-31

Filed2026-01-21

JPM

JPMORGAN CHASE & CO.

-15.07%

Shares6.5K

Event2025-12-31

Filed2026-01-21

QQQM

INVESCO EXCH TRADED FD TR II

-7.08%

Shares7.6K

Event2025-12-31

Filed2026-01-21

ALPHABET INC

-19.57%

Shares5.6K

Event2025-12-31

Filed2026-01-21

BERKSHIRE HATHAWAY INC DEL

-14.71%

Shares3.2K

Event2025-12-31

Filed2026-01-21

VANGUARD INDEX FDS

-3.75%

Shares1.9K

Event2025-12-31

Filed2026-01-21

SCHB

SCHWAB STRATEGIC TR

14.89%

Shares45.5K

Event2025-12-31

Filed2026-01-21

ORCL

ORACLE CORP

-13.87%

Shares5.7K

Event2025-12-31

Filed2026-01-21

JNJ

JOHNSON & JOHNSON

-13.44%

Shares5.4K

Event2025-12-31

Filed2026-01-21

NVDA

NVIDIA CORPORATION

-0.21%

Shares5.8K

Event2025-12-31

Filed2026-01-21

VISA INC

-12.52%

Shares3.0K

Event2025-12-31

Filed2026-01-21

IJR

ISHARES TR

-1.71%

Shares8.6K

Event2025-12-31

Filed2026-01-21

SPTS

SPDR SERIES TRUST

-13.81%

Shares34.8K

Event2025-12-31

Filed2026-01-21

WMT

WALMART INC

-21.54%

Shares8.6K

Event2025-12-31

Filed2026-01-21

TMO

THERMO FISHER SCIENTIFIC INC

-14.38%

Shares1.6K

Event2025-12-31

Filed2026-01-21

TJX

TJX COS INC NEW

-15.86%

Shares4.9K

Event2025-12-31

Filed2026-01-21

COST

COSTCO WHSL CORP NEW

-14.04%

Shares851

Event2025-12-31

Filed2026-01-21

XOM

EXXON MOBIL CORP

-14.49%

Shares6.0K

Event2025-12-31

Filed2026-01-21

DHR

DANAHER CORPORATION

-11.88%

Shares3.0K

Event2025-12-31

Filed2026-01-21

HOME DEPOT INC

-10.13%

Shares2.0K

Event2025-12-31

Filed2026-01-21

NEE

NEXTERA ENERGY INC

-11.51%

Shares8.1K

Event2025-12-31

Filed2026-01-21

SPAB

SPDR SERIES TRUST

16.94%

Shares24.9K

Event2025-12-31

Filed2026-01-21

PROCTER AND GAMBLE CO

-10.99%

Shares4.4K

Event2025-12-31

Filed2026-01-21

BLACKROCK INC

-18.83%

Shares582

Event2025-12-31

Filed2026-01-21

LOW

LOWES COS INC

-13.94%

Shares2.5K

Event2025-12-31

Filed2026-01-21

IBM

INTERNATIONAL BUSINESS MACHS

-15.67%

Shares1.9K

Event2025-12-31

Filed2026-01-21

AMGN

AMGEN INC

-17.34%

Shares1.7K

Event2025-12-31

Filed2026-01-21

HON

HONEYWELL INTL INC

-13.61%

Shares2.7K

Event2025-12-31

Filed2026-01-21

ITW

ILLINOIS TOOL WKS INC

-15.06%

Shares2.0K

Event2025-12-31

Filed2026-01-21

SNA

SNAP ON INC

-14.98%

Shares1.3K

Event2025-12-31

Filed2026-01-21

RTX

RTX CORPORATION

-14.42%

Shares2.5K

Event2025-12-31

Filed2026-01-21

XTRE

BONDBLOXX ETF TRUST

28.99%

Shares8.5K

Event2025-12-31

Filed2026-01-21

VERIZON COMMUNICATIONS INC

-11.12%

Shares9.9K

Event2025-12-31

Filed2026-01-21

PFXF

VANECK ETF TRUST

12.68%

Shares22.0K

Event2025-12-31

Filed2026-01-21

COCA COLA CO

-14.55%

Shares5.3K

Event2025-12-31

Filed2026-01-21

HEFA

ISHARES TR

-9.18%

Shares8.9K

Event2025-12-31

Filed2026-01-21

DOMINION ENERGY INC

-16.58%

Shares6.1K

Event2025-12-31

Filed2026-01-21

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.1K

Event2025-12-31

Filed2026-01-21

SCHD

SCHWAB STRATEGIC TR

-18.40%

Shares12.0K

Event2025-12-31

Filed2026-01-21

XTWO

BONDBLOXX ETF TRUST

28.44%

Shares6.3K

Event2025-12-31

Filed2026-01-21

PTL

NORTHERN LTS FD TR IV

3.81%

Shares1.2K

Event2025-12-31

Filed2026-01-21

AXP

AMERICAN EXPRESS CO

0.00%

Shares820

Event2025-12-31

Filed2026-01-21

ALPHABET INC

-13.24%

Shares950

Event2025-12-31

Filed2026-01-21

CHUBB LIMITED

-16.22%

Shares930

Event2025-12-31

Filed2026-01-21

IGSB

ISHARES TR

15.80%

Shares5.1K

Event2025-12-31

Filed2026-01-21

GILD

GILEAD SCIENCES INC

New

Shares2.1K

Event2025-12-31

Filed2026-01-21

CVX

CHEVRON CORP NEW

-14.58%

Shares1.7K

Event2025-12-31

Filed2026-01-21

BIBL

NORTHERN LTS FD TR IV

5.25%

Shares5.7K

Event2025-12-31

Filed2026-01-21

SCHM

SCHWAB STRATEGIC TR

-32.35%

Shares8.2K

Event2025-12-31

Filed2026-01-21

SPDW

SPDR INDEX SHS FDS

New

Shares5.2K

Event2025-12-31

Filed2026-01-21

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available