Sponsored

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

Currently, Tandem Investment Partners LLC holds 73 types of securities in its portfolio with a total value $118.0M. In the most recent quarter, they have increased their positions in VYMI (+17.9K shares, valued at $1.7M), AVDE (+16.8K shares, valued at $1.4M), COWG (+26.3K shares, valued at $886.2K); decreased their positions in DLS (-20.1K shares, valued at $1.6M), VIG (-4.6K shares, valued at $987.1K), VTI (-1.2K shares, valued at $374.1K); initiated new positions in VYMI (+17.9K shares, valued at $1.7M), AVDE (+16.8K shares, valued at $1.4M), DIS (+2.3K shares, valued at $216.9K).

1M P&L

+829.4K+0.72%

3M P&L

+3.2M+2.85%

HY P&L

-32.4M-21.80%

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/A83.7M

78.0%

2Software - Infrastructure3.2M

3.0%

3Consumer Electronics2.5M

2.3%

Top Industries by Stock Count

1N/A34 stocks

51.5%

2Drug Manufacturers - General3 stocks

4.5%

3Credit Services2 stocks

3.0%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VCRB VANGUARD MALVERN FDS104.1K shares9.74%2026-03-312026-05-13

SPY STATE STR SPDR S&P 500 ETF T11.6K shares-2.63%2026-03-312026-05-13

SPYM SPDR SERIES TRUST93.8K shares9.22%2026-03-312026-05-13

COWZ PACER FDS TR97.0K shares-0.44%2026-03-312026-05-13

VXUS VANGUARD STAR FDS75.1K shares-4.20%2026-03-312026-05-13

VGT VANGUARD WORLD FD7.0K shares2.27%2026-03-312026-05-13

COWG PACER FDS TR124.3K shares26.79%2026-03-312026-05-13

VTI VANGUARD INDEX FDS12.2K shares-8.76%2026-03-312026-05-13

Sponsored

MDY STATE STR SPDR S&P MIDCAP 406.0K shares-2.58%2026-03-312026-05-13

VCIT VANGUARD SCOTTSDALE FDS40.7K shares9.34%2026-03-312026-05-13

FLRN SPDR SERIES TRUST108.0K shares5.29%2026-03-312026-05-13

VGIT VANGUARD SCOTTSDALE FDS54.2K shares9.61%2026-03-312026-05-13

XLV SELECT SECTOR SPDR TR21.9K shares3.15%2026-03-312026-05-13

SPMD SPDR SERIES TRUST50.2K shares2.27%2026-03-312026-05-13

INVESCO QQQ TR INVESCO QQQ TR5.1K shares-2.44%2026-03-312026-05-13

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T14.6K shares1.04%2026-03-312026-05-13

Sponsored

AAPL APPLE INC9.9K shares-0.36%2026-03-312026-05-13

MSFT MICROSOFT CORP6.5K shares5.38%2026-03-312026-05-13

SPSM SPDR SERIES TRUST47.5K shares-0.04%2026-03-312026-05-13

QQQM INVESCO EXCH TRADED FD TR II8.2K shares7.53%2026-03-312026-05-13

JPM JPMORGAN CHASE & CO6.4K shares-1.99%2026-03-312026-05-13

VYMI VANGUARD WHITEHALL FDS17.9K sharesnew addition2026-03-312026-05-13

ALPHABET INC ALPHABET INC5.5K shares-2.29%2026-03-312026-05-13

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL3.1K shares-1.41%2026-03-312026-05-13

Sponsored

AVDE AMERICAN CENTY ETF TR16.8K sharesnew addition2026-03-312026-05-13

VIG VANGUARD SPECIALIZED FUNDS5.8K shares-44.01%2026-03-312026-05-13

SCHB SCHWAB STRATEGIC TR47.6K shares4.79%2026-03-312026-05-13

JNJ JOHNSON & JOHNSON4.7K shares-12.41%2026-03-312026-05-13

VANGUARD INDEX FDS VANGUARD INDEX FDS1.9K shares-1.82%2026-03-312026-05-13

NVDA NVIDIA CORPORATION6.4K shares10.39%2026-03-312026-05-13

IJR ISHARES TR8.2K shares-4.98%2026-03-312026-05-13

WMT WALMART INC7.8K shares-9.52%2026-03-312026-05-13

Sponsored

SPTS SPDR SERIES TRUST32.0K shares-8.11%2026-03-312026-05-13

V VISA INC3.0K shares1.18%2026-03-312026-05-13

XOM EXXON MOBIL CORP5.0K shares-16.61%2026-03-312026-05-13

ORCL ORACLE CORP5.7K shares-0.35%2026-03-312026-05-13

COST COSTCO WHOLESALE CORPORATION761 shares-10.58%2026-03-312026-05-13

TJX TJX COS INC NEW4.7K shares-2.68%2026-03-312026-05-13

TMO THERMO FISHER SCIENTIFIC INC1.5K shares-1.60%2026-03-312026-05-13

NEE NEXTERA ENERGY INC7.8K shares-4.02%2026-03-312026-05-13

Sponsored

SPAB SPDR SERIES TRUST26.8K shares7.91%2026-03-312026-05-13

HD HOME DEPOT INC1.9K shares-3.14%2026-03-312026-05-13

DLS WISDOMTREE TR7.7K shares-72.34%2026-03-312026-05-13

PG PROCTER & GAMBLE CO4.1K shares-5.51%2026-03-312026-05-13

DHR DANAHER CORP DEL3.1K shares1.15%2026-03-312026-05-13

HON HONEYWELL INTL INC2.5K shares-9.89%2026-03-312026-05-13

AMGN AMGEN INC1.5K shares-8.65%2026-03-312026-05-13

LOW LOWES COS INC2.3K shares-9.60%2026-03-312026-05-13

Sponsored

IBM INTERNATIONAL BUSINESS MACHS2.0K shares8.33%2026-03-312026-05-13

BLACKROCK INC BLACKROCK INC508 shares-12.71%2026-03-312026-05-13

VZ VERIZON COMMUNICATIONS INC9.2K shares-7.29%2026-03-312026-05-13

XTRE BONDBLOXX ETF TRUST9.1K shares6.17%2026-03-312026-05-13

RTX RTX CORPORATION2.3K shares-7.14%2026-03-312026-05-13

ITW ILLINOIS TOOL WKS INC1.6K shares-21.46%2026-03-312026-05-13

PFXF VANECK ETF TRUST22.2K shares1.14%2026-03-312026-05-13

SNA SNAP ON INC1.1K shares-19.54%2026-03-312026-05-13

Sponsored

D DOMINION ENERGY INC6.1K shares0.66%2026-03-312026-05-13

KO COCA COLA CO5.0K shares-6.25%2026-03-312026-05-13

SCHD SCHWAB STRATEGIC TR11.7K shares-2.34%2026-03-312026-05-13

IVOO VANGUARD ADMIRAL FDS INC3.1K shares0.00%2026-03-312026-05-13

PTL NORTHERN LTS FD TR IV1.4K shares15.92%2026-03-312026-05-13

CVX CHEVRON CORPORATION1.7K shares-1.77%2026-03-312026-05-13

GILD GILEAD SCIENCES INC2.3K shares6.67%2026-03-312026-05-13

CB CHUBB LTD SWITZ920 shares-1.08%2026-03-312026-05-13

Sponsored

XTWO BONDBLOXX ETF TRUST6.0K shares-4.84%2026-03-312026-05-13

IGSB ISHARES TR5.5K shares7.77%2026-03-312026-05-13

SCHM SCHWAB STRATEGIC TR8.7K shares5.81%2026-03-312026-05-13

ALPHABET INC ALPHABET INC870 shares-8.42%2026-03-312026-05-13

SPDW SPDR INDEX SHS FDS5.4K shares4.20%2026-03-312026-05-13

AXP AMERICAN EXPRESS CO820 shares0.00%2026-03-312026-05-13

BIBL NORTHERN LTS FD TR IV4.9K shares-13.40%2026-03-312026-05-13

DIS DISNEY WALT CO2.3K sharesnew addition2026-03-312026-05-13

Sponsored

CHY CALAMOS CONV & HIGH INCOME F10.3K sharesnew addition2026-03-312026-05-13

VCRB

VANGUARD MALVERN FDS

9.74%

Shares104.1K

Event2026-03-31

Filed2026-05-13

SPY

STATE STR SPDR S&P 500 ETF T

-2.63%

Shares11.6K

Event2026-03-31

Filed2026-05-13

SPYM

SPDR SERIES TRUST

9.22%

Shares93.8K

Event2026-03-31

Filed2026-05-13

COWZ

PACER FDS TR

-0.44%

Shares97.0K

Event2026-03-31

Filed2026-05-13

VXUS

VANGUARD STAR FDS

-4.20%

Shares75.1K

Event2026-03-31

Filed2026-05-13

VGT

VANGUARD WORLD FD

2.27%

Shares7.0K

Event2026-03-31

Filed2026-05-13

COWG

PACER FDS TR

26.79%

Shares124.3K

Event2026-03-31

Filed2026-05-13

VTI

VANGUARD INDEX FDS

-8.76%

Shares12.2K

Event2026-03-31

Filed2026-05-13

MDY

STATE STR SPDR S&P MIDCAP 40

-2.58%

Shares6.0K

Event2026-03-31

Filed2026-05-13

VCIT

VANGUARD SCOTTSDALE FDS

9.34%

Shares40.7K

Event2026-03-31

Filed2026-05-13

FLRN

SPDR SERIES TRUST

5.29%

Shares108.0K

Event2026-03-31

Filed2026-05-13

VGIT

VANGUARD SCOTTSDALE FDS

9.61%

Shares54.2K

Event2026-03-31

Filed2026-05-13

XLV

SELECT SECTOR SPDR TR

3.15%

Shares21.9K

Event2026-03-31

Filed2026-05-13

SPMD

SPDR SERIES TRUST

2.27%

Shares50.2K

Event2026-03-31

Filed2026-05-13

INVESCO QQQ TR

-2.44%

Shares5.1K

Event2026-03-31

Filed2026-05-13

INVESCO EXCHANGE TRADED FD T

1.04%

Shares14.6K

Event2026-03-31

Filed2026-05-13

AAPL

APPLE INC

-0.36%

Shares9.9K

Event2026-03-31

Filed2026-05-13

MSFT

MICROSOFT CORP

5.38%

Shares6.5K

Event2026-03-31

Filed2026-05-13

SPSM

SPDR SERIES TRUST

-0.04%

Shares47.5K

Event2026-03-31

Filed2026-05-13

QQQM

INVESCO EXCH TRADED FD TR II

7.53%

Shares8.2K

Event2026-03-31

Filed2026-05-13

JPM

JPMORGAN CHASE & CO

-1.99%

Shares6.4K

Event2026-03-31

Filed2026-05-13

VYMI

VANGUARD WHITEHALL FDS

New

Shares17.9K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-2.29%

Shares5.5K

Event2026-03-31

Filed2026-05-13

BERKSHIRE HATHAWAY INC DEL

-1.41%

Shares3.1K

Event2026-03-31

Filed2026-05-13

AVDE

AMERICAN CENTY ETF TR

New

Shares16.8K

Event2026-03-31

Filed2026-05-13

VIG

VANGUARD SPECIALIZED FUNDS

-44.01%

Shares5.8K

Event2026-03-31

Filed2026-05-13

SCHB

SCHWAB STRATEGIC TR

4.79%

Shares47.6K

Event2026-03-31

Filed2026-05-13

JNJ

JOHNSON & JOHNSON

-12.41%

Shares4.7K

Event2026-03-31

Filed2026-05-13

VANGUARD INDEX FDS

-1.82%

Shares1.9K

Event2026-03-31

Filed2026-05-13

NVDA

NVIDIA CORPORATION

10.39%

Shares6.4K

Event2026-03-31

Filed2026-05-13

IJR

ISHARES TR

-4.98%

Shares8.2K

Event2026-03-31

Filed2026-05-13

WMT

WALMART INC

-9.52%

Shares7.8K

Event2026-03-31

Filed2026-05-13

SPTS

SPDR SERIES TRUST

-8.11%

Shares32.0K

Event2026-03-31

Filed2026-05-13

VISA INC

1.18%

Shares3.0K

Event2026-03-31

Filed2026-05-13

XOM

EXXON MOBIL CORP

-16.61%

Shares5.0K

Event2026-03-31

Filed2026-05-13

ORCL

ORACLE CORP

-0.35%

Shares5.7K

Event2026-03-31

Filed2026-05-13

COST

COSTCO WHOLESALE CORPORATION

-10.58%

Shares761

Event2026-03-31

Filed2026-05-13

TJX

TJX COS INC NEW

-2.68%

Shares4.7K

Event2026-03-31

Filed2026-05-13

TMO

THERMO FISHER SCIENTIFIC INC

-1.60%

Shares1.5K

Event2026-03-31

Filed2026-05-13

NEE

NEXTERA ENERGY INC

-4.02%

Shares7.8K

Event2026-03-31

Filed2026-05-13

SPAB

SPDR SERIES TRUST

7.91%

Shares26.8K

Event2026-03-31

Filed2026-05-13

HOME DEPOT INC

-3.14%

Shares1.9K

Event2026-03-31

Filed2026-05-13

DLS

WISDOMTREE TR

-72.34%

Shares7.7K

Event2026-03-31

Filed2026-05-13

PROCTER & GAMBLE CO

-5.51%

Shares4.1K

Event2026-03-31

Filed2026-05-13

DHR

DANAHER CORP DEL

1.15%

Shares3.1K

Event2026-03-31

Filed2026-05-13

HON

HONEYWELL INTL INC

-9.89%

Shares2.5K

Event2026-03-31

Filed2026-05-13

AMGN

AMGEN INC

-8.65%

Shares1.5K

Event2026-03-31

Filed2026-05-13

LOW

LOWES COS INC

-9.60%

Shares2.3K

Event2026-03-31

Filed2026-05-13

IBM

INTERNATIONAL BUSINESS MACHS

8.33%

Shares2.0K

Event2026-03-31

Filed2026-05-13

BLACKROCK INC

-12.71%

Shares508

Event2026-03-31

Filed2026-05-13

VERIZON COMMUNICATIONS INC

-7.29%

Shares9.2K

Event2026-03-31

Filed2026-05-13

XTRE

BONDBLOXX ETF TRUST

6.17%

Shares9.1K

Event2026-03-31

Filed2026-05-13

RTX

RTX CORPORATION

-7.14%

Shares2.3K

Event2026-03-31

Filed2026-05-13

ITW

ILLINOIS TOOL WKS INC

-21.46%

Shares1.6K

Event2026-03-31

Filed2026-05-13

PFXF

VANECK ETF TRUST

1.14%

Shares22.2K

Event2026-03-31

Filed2026-05-13

SNA

SNAP ON INC

-19.54%

Shares1.1K

Event2026-03-31

Filed2026-05-13

DOMINION ENERGY INC

0.66%

Shares6.1K

Event2026-03-31

Filed2026-05-13

COCA COLA CO

-6.25%

Shares5.0K

Event2026-03-31

Filed2026-05-13

SCHD

SCHWAB STRATEGIC TR

-2.34%

Shares11.7K

Event2026-03-31

Filed2026-05-13

IVOO

VANGUARD ADMIRAL FDS INC

0.00%

Shares3.1K

Event2026-03-31

Filed2026-05-13

PTL

NORTHERN LTS FD TR IV

15.92%

Shares1.4K

Event2026-03-31

Filed2026-05-13

CVX

CHEVRON CORPORATION

-1.77%

Shares1.7K

Event2026-03-31

Filed2026-05-13

GILD

GILEAD SCIENCES INC

6.67%

Shares2.3K

Event2026-03-31

Filed2026-05-13

CHUBB LTD SWITZ

-1.08%

Shares920

Event2026-03-31

Filed2026-05-13

XTWO

BONDBLOXX ETF TRUST

-4.84%

Shares6.0K

Event2026-03-31

Filed2026-05-13

IGSB

ISHARES TR

7.77%

Shares5.5K

Event2026-03-31

Filed2026-05-13

SCHM

SCHWAB STRATEGIC TR

5.81%

Shares8.7K

Event2026-03-31

Filed2026-05-13

ALPHABET INC

-8.42%

Shares870

Event2026-03-31

Filed2026-05-13

SPDW

SPDR INDEX SHS FDS

4.20%

Shares5.4K

Event2026-03-31

Filed2026-05-13

AXP

AMERICAN EXPRESS CO

0.00%

Shares820

Event2026-03-31

Filed2026-05-13

BIBL

NORTHERN LTS FD TR IV

-13.40%

Shares4.9K

Event2026-03-31

Filed2026-05-13

DIS

DISNEY WALT CO

New

Shares2.3K

Event2026-03-31

Filed2026-05-13

CHY

CALAMOS CONV & HIGH INCOME F

New

Shares10.3K

Event2026-03-31

Filed2026-05-13

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available