The Analysis of Tandem Investment Partners LLC's Holdings


Currently, Tandem Investment Partners LLC holds 69 types of securities in its portfolio with a total value $121.7M. In the most recent quarter, they have increased their positions in COWG (+65.2K shares, valued at $2.4M), SPTS (+25.8K shares, valued at $756.3K), VCRB (+6.6K shares, valued at $517.0K); decreased their positions in VIG (-11.6K shares, valued at $2.5M), ORCL (-780 shares, valued at $219.4K), VGT (-279 shares, valued at $208.3K); initiated new positions in COWG (+65.2K shares, valued at $2.4M), D (+7.3K shares, valued at $444.5K), CB (+1.1K shares, valued at $313.3K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR12.1K shares-0.53%2025-09-302025-10-24history
SPYM SPDR SERIES TRUST89.0K shares-0.38%2025-09-302025-10-24history
VCRB VANGUARD MALVERN FDS83.9K shares8.53%2025-09-302025-10-24history
VXUS VANGUARD STAR FDS79.8K shares-3.26%2025-09-302025-10-24history
VGT VANGUARD WORLD FD7.5K shares-3.57%2025-09-302025-10-24history
COWZ PACER FDS TR97.7K shares-0.15%2025-09-302025-10-24history
VTI VANGUARD INDEX FDS14.5K shares-4.04%2025-09-302025-10-24history
MDY SPDR S&P MIDCAP 400 ETF TR6.3K shares-0.97%2025-09-302025-10-24history
Sponsored
VIG VANGUARD SPECIALIZED FUNDS16.6K shares-41.02%2025-09-302025-10-24history
MSFT MICROSOFT CORP6.8K shares2.55%2025-09-302025-10-24history
QQQ INVESCO QQQ TR5.6K shares-4.73%2025-09-302025-10-24history
FLRN SPDR SERIES TRUST101.7K shares2.47%2025-09-302025-10-24history
XLV SELECT SECTOR SPDR TR21.8K shares1.28%2025-09-302025-10-24history
VCIT VANGUARD SCOTTSDALE FDS34.9K shares5.23%2025-09-302025-10-24history
RSP INVESCO EXCHANGE TRADED FD T15.1K shares0.00%2025-09-302025-10-24history
AAPL APPLE INC11.2K shares-0.93%2025-09-302025-10-24history
Sponsored
SPMD SPDR SERIES TRUST49.4K shares0.22%2025-09-302025-10-24history
VGIT VANGUARD SCOTTSDALE FDS45.4K shares5.38%2025-09-302025-10-24history
JPM JPMORGAN CHASE & CO.7.7K shares-1.66%2025-09-302025-10-24history
COWG PACER FDS TR65.2K sharesnew addition2025-09-302025-10-24history
DLS WISDOMTREE TR27.4K shares-3.09%2025-09-302025-10-24history
SPSM SPDR SERIES TRUST46.6K shares2.53%2025-09-302025-10-24history
QQQM INVESCO EXCH TRADED FD TR II8.2K shares-3.10%2025-09-302025-10-24history
BRK.B BERKSHIRE HATHAWAY INC DEL3.7K shares-0.53%2025-09-302025-10-24history
Sponsored
ORCL ORACLE CORP6.7K shares-10.47%2025-09-302025-10-24history
GOOG ALPHABET INC7.0K shares-5.29%2025-09-302025-10-24history
VOO VANGUARD INDEX FDS2.0K shares-2.72%2025-09-302025-10-24history
SPTS SPDR SERIES TRUST40.4K shares176.24%2025-09-302025-10-24history
V VISA INC3.4K shares0.30%2025-09-302025-10-24history
JNJ JOHNSON & JOHNSON6.2K shares-1.89%2025-09-302025-10-24history
WMT WALMART INC11.0K shares-0.77%2025-09-302025-10-24history
NVDA NVIDIA CORPORATION5.8K shares-0.68%2025-09-302025-10-24history
Sponsored
IJR ISHARES TR8.8K shares-1.40%2025-09-302025-10-24history
SCHB SCHWAB STRATEGIC TR39.6K shares-1.55%2025-09-302025-10-24history
COST COSTCO WHSL CORP NEW990 shares1.12%2025-09-302025-10-24history
HD HOME DEPOT INC2.2K shares-2.23%2025-09-302025-10-24history
TMO THERMO FISHER SCIENTIFIC INC1.8K shares0.05%2025-09-302025-10-24history
BLK BLACKROCK INC717 shares0.00%2025-09-302025-10-24history
TJX TJX COS INC NEW5.8K shares-2.94%2025-09-302025-10-24history
XOM EXXON MOBIL CORP7.1K shares0.14%2025-09-302025-10-24history
Sponsored
PG PROCTER AND GAMBLE CO4.9K shares-0.61%2025-09-302025-10-24history
LOW LOWES COS INC2.9K shares-2.19%2025-09-302025-10-24history
NEE NEXTERA ENERGY INC9.1K shares194.35%2025-09-302025-10-24history
DHR DANAHER CORPORATION3.5K shares-0.29%2025-09-302025-10-24history
HON HONEYWELL INTL INC3.2K shares0.64%2025-09-302025-10-24history
IBM INTERNATIONAL BUSINESS MACHS2.2K shares-0.67%2025-09-302025-10-24history
ITW ILLINOIS TOOL WKS INC2.3K shares-0.43%2025-09-302025-10-24history
AMGN AMGEN INC2.0K shares-0.24%2025-09-302025-10-24history
Sponsored
SPAB SPDR SERIES TRUST21.3K shares5.95%2025-09-302025-10-24history
SNA SNAP ON INC1.5K shares-1.29%2025-09-302025-10-24history
VZ VERIZON COMMUNICATIONS INC11.1K shares-1.16%2025-09-302025-10-24history
RTX RTX CORPORATION2.9K shares-0.69%2025-09-302025-10-24history
D DOMINION ENERGY INC7.3K sharesnew addition2025-09-302025-10-24history
KO COCA COLA CO6.2K shares1.89%2025-09-302025-10-24history
SCHD SCHWAB STRATEGIC TR14.7K shares5.60%2025-09-302025-10-24history
HEFA ISHARES TR9.8K shares-13.27%2025-09-302025-10-24history
Sponsored
SCHM SCHWAB STRATEGIC TR12.2K shares0.41%2025-09-302025-10-24history
PFXF VANECK ETF TRUST19.5K shares-0.89%2025-09-302025-10-24history
IVOO VANGUARD ADMIRAL FDS INC3.1K shares0.00%2025-09-302025-10-24history
XTRE BONDBLOXX ETF TRUST6.6K shares28.74%2025-09-302025-10-24history
CB CHUBB LIMITED1.1K sharesnew addition2025-09-302025-10-24history
CVX CHEVRON CORP NEW2.0K shares-0.50%2025-09-302025-10-24history
PTL NORTHERN LTS FD TR IV1.2K shares0.00%2025-09-302025-10-24history
PFE PFIZER INC11.4K shares-2.20%2025-09-302025-10-24history
Sponsored
AXP AMERICAN EXPRESS CO820 shares0.00%2025-09-302025-10-24history
GOOGL ALPHABET INC1.1K shares-7.20%2025-09-302025-10-24history
XTWO BONDBLOXX ETF TRUST4.9K sharesnew addition2025-09-302025-10-24history
BIBL NORTHERN LTS FD TR IV5.4K shares6.37%2025-09-302025-10-24history
IGSB ISHARES TR4.4K shares7.32%2025-09-302025-10-24history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available