Tandem Investment Partners

Bordentown, NJfiles as Tandem Investment Partners LLC

$130m in 76 US stocks at the end of 30 June 2026. The top 10 are 46.9% of the money. It changed about 6.3% of the portfolio this quarter.

Value

$130m

Stocks

Top 10 share

46.9%

Turnover

6.3%

What changed this quarter

New

Bought for the first time this quarter.

Spdr Series TrustQNDX
1.8% of the fund
PentairPNR
0.3% of the fund
Cardinal HealthCAH
0.2% of the fund
Honeywell InternationalHON
0.2% of the fund
Honeywell AerospaceHONA
0.2% of the fund
Booking HoldingsBKNG
0.2% of the fund
Amazon.comAMZN
0.2% of the fund

Added

Bought more of a stock they already held.

Vanguard Malvern FDSVCRB
6.6% of the fund
+7%
Spdr Series TrustSPYM
6.5% of the fund
+3%
Pacer FDS TRCOWG
3.9% of the fund
+3%
Select Sector Spdr TRXLV
2.9% of the fund
+8%
Vanguard Scottsdale FDSVCIT
2.8% of the fund
+8%
Spdr Series TrustSPMD
2.7% of the fund
+2%
Vanguard Scottsdale FDSVGIT
2.7% of the fund
+8%
Spdr Series TrustFLRN
2.6% of the fund
+2%
Vanguard Whitehall FDSVYMI
1.5% of the fund
+12%
American Centy ETF TRAVDE
1.3% of the fund
+14%
Vanguard Index FDSVOO
1.3% of the fund
+29%
Schwab Strategic TRSCHB
1.1% of the fund
+4%
VisaV
0.8% of the fund
+3%
Spdr Series TrustSPAB
0.6% of the fund
+14%
DanaherDHR
0.5% of the fund
+3%
American ExpressAXP
0.5% of the fund
+115%
Northern LTS FD TR IVPTL
0.4% of the fund
+21%
Dominion EnergyD
0.3% of the fund
+2%
Coca-ColaKO
0.3% of the fund
+2%
Schwab Strategic TRSCHD
0.3% of the fund
+9%
Verizon CommunicationsVZ
0.3% of the fund
+3%
Schwab Strategic TRSCHM
0.3% of the fund
+6%
ChubbCB
0.3% of the fund
+7%
Northern LTS FD TR IVBIBL
0.3% of the fund
+16%
Ishares TRIGSB
0.3% of the fund
+14%

Cut

Sold some of their stake.

State STR Spdr S&P 500 ETF TSPY
6.3% of the fund
-5%
Vanguard World FDVGT
4.5% of the fund
-12%
Vanguard Index FDSVTI
3.1% of the fund
-11%
Invesco QQQ TRQQQ
2.6% of the fund
-12%
JPMorgan ChaseJPM
1.5% of the fund
-5%
AlphabetGOOG
1.3% of the fund
-11%
NvidiaNVDA
1.0% of the fund
-4%
Vanguard Specialized FundsVIG
0.9% of the fund
-17%
Ishares TRIJR
0.9% of the fund
-7%
Johnson & JohnsonJNJ
0.8% of the fund
-9%
WalmartWMT
0.7% of the fund
-2%
Costco WholesaleCOST
0.5% of the fund
-9%
TJX CompaniesTJX
0.5% of the fund
-12%
Wisdomtree TRDLS
0.4% of the fund
-21%
AmgenAMGN
0.4% of the fund
-13%
BlackRockBLK
0.4% of the fund
-3%
Lowe's CompaniesLOW
0.3% of the fund
-13%
Vanguard Admiral FDSIVOO
0.3% of the fund
-6%
Bondbloxx ETF TrustXTRE
0.3% of the fund
-14%
Bondbloxx ETF TrustXTWO
0.2% of the fund
-15%

Sold out

Sold their entire stake.

Invesco Exch Traded FD TR IIQQQM
-100%
Honeywell InternationalHON
-100%
Snap-onSNA
-100%
AlphabetGOOGL
-100%

Holdings

Vanguard Malvern FDSVCRB
Share
6.6%
Value
$9m
Shares
111,462
+7%
Spdr Series TrustSPYM
Share
6.5%
Value
$8m
Shares
96,466
+3%
State STR Spdr S&P 500 ETF TSPY
Share
6.3%
Value
$8m
Shares
11,028
-5%
Vanguard Star FDSVXUS
Share
5.0%
Value
$6m
Shares
75,973
Held
Pacer FDS TRCOWZ
Share
4.7%
Value
$6m
Shares
98,477
Held
Vanguard World FDVGT
Share
4.5%
Value
$6m
Shares
48,735
-12%
Pacer FDS TRCOWG
Share
3.9%
Value
$5m
Shares
127,475
+3%
State STR Spdr S&P Midcap 40MDY
Share
3.2%
Value
$4m
Shares
5,923
Held
Vanguard Index FDSVTI
Share
3.1%
Value
$4m
Shares
10,838
-11%
Select Sector Spdr TRXLV
Share
2.9%
Value
$4m
Shares
23,650
+8%
Vanguard Scottsdale FDSVCIT
Share
2.8%
Value
$4m
Shares
43,720
+8%
Spdr Series TrustSPMD
Share
2.7%
Value
$3m
Shares
51,340
+2%
Vanguard Scottsdale FDSVGIT
Share
2.7%
Value
$3m
Shares
58,344
+8%
Spdr Series TrustFLRN
Share
2.6%
Value
$3m
Shares
110,235
+2%
Invesco QQQ TRQQQ
Share
2.6%
Value
$3m
Shares
4,500
-12%
Invesco Exchange Traded FD TRSP
Share
2.4%
Value
$3m
Shares
14,660
Held
AppleAAPL
Share
2.2%
Value
$3m
Shares
9,901
Held
Spdr Series TrustSPSM
Share
2.1%
Value
$3m
Shares
47,875
Held
MicrosoftMSFT
Share
1.9%
Value
$2m
Shares
6,526
Held
Spdr Series TrustQNDX
Share
1.8%
Value
$2m
Shares
94,010
New
JPMorgan ChaseJPM
Share
1.5%
Value
$2m
Shares
6,095
-5%
Vanguard Whitehall FDSVYMI
Share
1.5%
Value
$2m
Shares
20,134
+12%
AlphabetGOOG
Share
1.3%
Value
$2m
Shares
4,855
-11%
American Centy ETF TRAVDE
Share
1.3%
Value
$2m
Shares
19,142
+14%
Vanguard Index FDSVOO
Share
1.3%
Value
$2m
Shares
2,437
+29%
Berkshire HathawayBRK-B
Share
1.2%
Value
$2m
Shares
3,110
Held
Schwab Strategic TRSCHB
Share
1.1%
Value
$1m
Shares
49,444
+4%
NvidiaNVDA
Share
1.0%
Value
$1m
Shares
6,191
-4%
Vanguard Specialized FundsVIG
Share
0.9%
Value
$1m
Shares
4,825
-17%
Ishares TRIJR
Share
0.9%
Value
$1m
Shares
7,660
-7%
Johnson & JohnsonJNJ
Share
0.8%
Value
$1m
Shares
4,294
-9%
VisaV
Share
0.8%
Value
$1m
Shares
3,080
+3%
Spdr Series TrustSPTS
Share
0.7%
Value
$915,817
Shares
31,569
Held
WalmartWMT
Share
0.7%
Value
$861,909
Shares
7,610
-2%
OracleORCL
Share
0.6%
Value
$828,740
Shares
5,655
Held
Spdr Series TrustSPAB
Share
0.6%
Value
$783,234
Shares
30,691
+14%
Thermo Fisher ScientificTMO
Share
0.6%
Value
$772,094
Shares
1,540
Held
Home DepotHD
Share
0.5%
Value
$686,668
Shares
1,947
Held
NextEra EnergyNEE
Share
0.5%
Value
$682,412
Shares
7,775
Held
ExxonMobil HoldingsXOM
Share
0.5%
Value
$676,354
Shares
4,947
Held
Costco WholesaleCOST
Share
0.5%
Value
$645,474
Shares
690
-9%
TJX CompaniesTJX
Share
0.5%
Value
$633,270
Shares
4,180
-12%
Procter & GamblePG
Share
0.5%
Value
$607,236
Shares
4,141
Held
DanaherDHR
Share
0.5%
Value
$601,155
Shares
3,156
+3%
American ExpressAXP
Share
0.5%
Value
$597,011
Shares
1,765
+115%
International Business MachinesIBM
Share
0.4%
Value
$574,793
Shares
2,044
Held
Wisdomtree TRDLS
Share
0.4%
Value
$504,835
Shares
6,025
-21%
Northern LTS FD TR IVPTL
Share
0.4%
Value
$490,644
Shares
1,715
+21%
AmgenAMGN
Share
0.4%
Value
$488,138
Shares
1,348
-13%
BlackRockBLK
Share
0.4%
Value
$475,011
Shares
494
-3%
Lowe's CompaniesLOW
Share
0.3%
Value
$435,468
Shares
1,975
-13%
RTXRTX
Share
0.3%
Value
$432,015
Shares
2,277
Held
Dominion EnergyD
Share
0.3%
Value
$425,174
Shares
6,226
+2%
Illinois Tool WorksITW
Share
0.3%
Value
$420,581
Shares
1,555
Held
Coca-ColaKO
Share
0.3%
Value
$411,551
Shares
5,064
+2%
Schwab Strategic TRSCHD
Share
0.3%
Value
$405,507
Shares
12,788
+9%
Vaneck ETF TrustPFXF
Share
0.3%
Value
$398,992
Shares
22,365
Held
Verizon CommunicationsVZ
Share
0.3%
Value
$397,996
Shares
9,400
+3%
PentairPNR
Share
0.3%
Value
$387,516
Shares
5,055
New
Vanguard Admiral FDSIVOO
Share
0.3%
Value
$384,680
Shares
2,950
-6%
Bondbloxx ETF TrustXTRE
Share
0.3%
Value
$381,944
Shares
7,790
-14%
Schwab Strategic TRSCHM
Share
0.3%
Value
$338,835
Shares
9,190
+6%
ChubbCB
Share
0.3%
Value
$334,266
Shares
981
+7%
Northern LTS FD TR IVBIBL
Share
0.3%
Value
$333,099
Shares
5,755
+16%
Ishares TRIGSB
Share
0.3%
Value
$329,554
Shares
6,288
+14%
Gilead SciencesGILD
Share
0.2%
Value
$303,476
Shares
2,402
+6%
Spdr Index SHS FDSSPDW
Share
0.2%
Value
$296,747
Shares
5,889
+8%
Cardinal HealthCAH
Share
0.2%
Value
$289,823
Shares
1,220
New
ChevronCVX
Share
0.2%
Value
$276,653
Shares
1,669
Held
Honeywell InternationalHON
Share
0.2%
Value
$270,919
Shares
1,210
New
Honeywell AerospaceHONA
Share
0.2%
Value
$267,507
Shares
1,210
New
Booking HoldingsBKNG
Share
0.2%
Value
$250,962
Shares
1,408
New
Bondbloxx ETF TrustXTWO
Share
0.2%
Value
$248,274
Shares
5,072
-15%
Walt DisneyDIS
Share
0.2%
Value
$229,653
Shares
2,386
+6%
Amazon.comAMZN
Share
0.2%
Value
$202,589
Shares
850
New
Calamos Conv & High Income FXCHYX
Share
0.1%
Value
$170,454
Shares
12,515
+22%

Company	Share of fund	Value	Shares	Change
Vanguard Malvern FDSVCRB	6.6%	$9m	111,462	+7%
Spdr Series TrustSPYM	6.5%	$8m	96,466	+3%
State STR Spdr S&P 500 ETF TSPY	6.3%	$8m	11,028	-5%
Vanguard Star FDSVXUS	5.0%	$6m	75,973	Held
Pacer FDS TRCOWZ	4.7%	$6m	98,477	Held
Vanguard World FDVGT	4.5%	$6m	48,735	-12%
Pacer FDS TRCOWG	3.9%	$5m	127,475	+3%
State STR Spdr S&P Midcap 40MDY	3.2%	$4m	5,923	Held
Vanguard Index FDSVTI	3.1%	$4m	10,838	-11%
Select Sector Spdr TRXLV	2.9%	$4m	23,650	+8%
Vanguard Scottsdale FDSVCIT	2.8%	$4m	43,720	+8%
Spdr Series TrustSPMD	2.7%	$3m	51,340	+2%
Vanguard Scottsdale FDSVGIT	2.7%	$3m	58,344	+8%
Spdr Series TrustFLRN	2.6%	$3m	110,235	+2%
Invesco QQQ TRQQQ	2.6%	$3m	4,500	-12%
Invesco Exchange Traded FD TRSP	2.4%	$3m	14,660	Held
AppleAAPL	2.2%	$3m	9,901	Held
Spdr Series TrustSPSM	2.1%	$3m	47,875	Held
MicrosoftMSFT	1.9%	$2m	6,526	Held
Spdr Series TrustQNDX	1.8%	$2m	94,010	New
JPMorgan ChaseJPM	1.5%	$2m	6,095	-5%
Vanguard Whitehall FDSVYMI	1.5%	$2m	20,134	+12%
AlphabetGOOG	1.3%	$2m	4,855	-11%
American Centy ETF TRAVDE	1.3%	$2m	19,142	+14%
Vanguard Index FDSVOO	1.3%	$2m	2,437	+29%
Berkshire HathawayBRK-B	1.2%	$2m	3,110	Held
Schwab Strategic TRSCHB	1.1%	$1m	49,444	+4%
NvidiaNVDA	1.0%	$1m	6,191	-4%
Vanguard Specialized FundsVIG	0.9%	$1m	4,825	-17%
Ishares TRIJR	0.9%	$1m	7,660	-7%
Johnson & JohnsonJNJ	0.8%	$1m	4,294	-9%
VisaV	0.8%	$1m	3,080	+3%
Spdr Series TrustSPTS	0.7%	$915,817	31,569	Held
WalmartWMT	0.7%	$861,909	7,610	-2%
OracleORCL	0.6%	$828,740	5,655	Held
Spdr Series TrustSPAB	0.6%	$783,234	30,691	+14%
Thermo Fisher ScientificTMO	0.6%	$772,094	1,540	Held
Home DepotHD	0.5%	$686,668	1,947	Held
NextEra EnergyNEE	0.5%	$682,412	7,775	Held
ExxonMobil HoldingsXOM	0.5%	$676,354	4,947	Held
Costco WholesaleCOST	0.5%	$645,474	690	-9%
TJX CompaniesTJX	0.5%	$633,270	4,180	-12%
Procter & GamblePG	0.5%	$607,236	4,141	Held
DanaherDHR	0.5%	$601,155	3,156	+3%
American ExpressAXP	0.5%	$597,011	1,765	+115%
International Business MachinesIBM	0.4%	$574,793	2,044	Held
Wisdomtree TRDLS	0.4%	$504,835	6,025	-21%
Northern LTS FD TR IVPTL	0.4%	$490,644	1,715	+21%
AmgenAMGN	0.4%	$488,138	1,348	-13%
BlackRockBLK	0.4%	$475,011	494	-3%
Lowe's CompaniesLOW	0.3%	$435,468	1,975	-13%
RTXRTX	0.3%	$432,015	2,277	Held
Dominion EnergyD	0.3%	$425,174	6,226	+2%
Illinois Tool WorksITW	0.3%	$420,581	1,555	Held
Coca-ColaKO	0.3%	$411,551	5,064	+2%
Schwab Strategic TRSCHD	0.3%	$405,507	12,788	+9%
Vaneck ETF TrustPFXF	0.3%	$398,992	22,365	Held
Verizon CommunicationsVZ	0.3%	$397,996	9,400	+3%
PentairPNR	0.3%	$387,516	5,055	New
Vanguard Admiral FDSIVOO	0.3%	$384,680	2,950	-6%
Bondbloxx ETF TrustXTRE	0.3%	$381,944	7,790	-14%
Schwab Strategic TRSCHM	0.3%	$338,835	9,190	+6%
ChubbCB	0.3%	$334,266	981	+7%
Northern LTS FD TR IVBIBL	0.3%	$333,099	5,755	+16%
Ishares TRIGSB	0.3%	$329,554	6,288	+14%
Gilead SciencesGILD	0.2%	$303,476	2,402	+6%
Spdr Index SHS FDSSPDW	0.2%	$296,747	5,889	+8%
Cardinal HealthCAH	0.2%	$289,823	1,220	New
ChevronCVX	0.2%	$276,653	1,669	Held
Honeywell InternationalHON	0.2%	$270,919	1,210	New
Honeywell AerospaceHONA	0.2%	$267,507	1,210	New
Booking HoldingsBKNG	0.2%	$250,962	1,408	New
Bondbloxx ETF TrustXTWO	0.2%	$248,274	5,072	-15%
Walt DisneyDIS	0.2%	$229,653	2,386	+6%
Amazon.comAMZN	0.2%	$202,589	850	New
Calamos Conv & High Income FXCHYX	0.1%	$170,454	12,515	+22%

Over time and by industry

Value over time

Jun '25

Dec '25

Jun '26

Value is up 13.1% since 30 June 2025.

Where the money is

Technology6.1%

Financial services4.6%

Health care2.7%

Everyday goods1.9%

Media & telecom1.8%

Retail & consumer1.7%

Industrials1.4%

Utilities0.9%

Energy0.7%

Other78.1%

From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.