What does Tandem Investment Partners LLC hold?

Tandem Investment Partners LLC's largest disclosed positions on the most recent Form 13F-HR filing on SEC EDGAR include SPY. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/2056333.

What is Tandem Investment Partners LLC's AUM?

Tandem Investment Partners LLC reported approximately $129.4M in 13F-reportable AUM as of 2026-09-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities). Separately, the firm reported $200.2M in total regulatory AUM (RAUM) on its most recent Form ADV filing.

Where does 13F Pro source Tandem Investment Partners LLC's holdings?

All Tandem Investment Partners LLC holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 2056333. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Tandem Investment Partners LLC's 13F data updated on 13F Pro?

Tandem Investment Partners LLC's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Tandem Investment Partners LLC

Institutional InvestorSimilar funds →SEC EDGAR: CIK 2056333

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Sector Allocation

Other74.6%$96.6M
Technology8.4%$10.8M
Financials7.3%$9.4M
Healthcare2.9%$3.8M
Consumer Staples2.1%$2.7M
Consumer Discretionary1.5%$1.9M
Industrials1.1%$1.4M
Energy0.9%$1.2M
Utilities0.7%$961,666
Communication Services0.5%$675,047

AUM History

13fpro.ai/research/fund/tandem-investment-partners-llc-2056333

Conviction and streaks

Stable · top 10 = 46.7%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold6.8% weight · held 7 quarters

$SPYConviction hold6.4% weight · held 8 quarters

$Conviction hold6.1% weight · held 8 quarters

$Conviction hold5.0% weight · held 8 quarters

$Conviction hold4.9% weight · held 8 quarters

$Accumulating+52% shares · 7 quarters running

$Accumulating+61% shares · 7 quarters running

$Accumulating+61% shares · 6 quarters running

$Accumulating+60% shares · 5 quarters running

$Accumulating+99% shares · 4 quarters running

$SPYTrimming-57% shares · 7 quarters running

$MDYTrimming-47% shares · 7 quarters running

$Trimming-35% shares · 7 quarters running

$QQQTrimming-52% shares · 7 quarters running

$Trimming-26% shares · 7 quarters running

Largest positions — Q3 2026

SPDR
$8.8M
SPY
$8.2M
VANGUARD
$7.9M
PACER
$6.5M
VANGUARD
$6.4M
VANGUARD
$6.1M
PACER
$5.2M
SELECT
$3.9M
MDY
$3.8M
VANGUARD
$3.7M
VANGUARD
$3.4M
VANGUARD
$3.4M
MSFT
$3.3M
SPDR
$3.3M
AAPL
$3.3M
QQQ
$3.2M
SPDR
$3.2M
IVZ
$3.0M
SPDR
$2.6M
SPDR
$2.5M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/tandem-investment-partners-llc-2056333

Tandem Investment Partners LLC 13F holdings — Q3 2026

$129.4M portfolio (-0.3% QoQ) · 76 holdings · Q3 2026 13F · top 10 are 47% of the stock portfolio

1
SPDR SERIES TRUST - ST STR P500ETF
$8.8M
6.8% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
2
SPDR S&P 500 ETF TRUST
$SPY
$8.2M
6.4% of stocks
-2%This quarter+0.3%Since filed8+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row
3
VANGUARD MALVERN FDS - CORE BD ETF
$7.9M
6.1% of stocks
-4%This quarter—Since filed—Held
AIQuality—Est. buy—
4
PACER FDS TR - US CASH COWS 100
$6.5M
5.0% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
5
VANGUARD STAR FDS - VG TL INTL STK F
$6.4M
4.9% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
6
VANGUARD WORLD FD - INF TECH ETF
$6.1M
4.7% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
7
PACER FDS TR - US LRG CP CASH
$5.2M
4.0% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—
8
SELECT SECTOR SPDR TR - ST STR CARE ETF
$3.9M
3.0% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
9
SPDR S&P MIDCAP 400 ETF TRUST
$MDY
$3.8M
2.9% of stocks
-2%This quarter+0.8%Since filed8+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 4 qtrs in a row
10
VANGUARD INDEX FDS - MRNGSTR TTL STK
$3.7M
2.9% of stocks
-8%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	SPDR SERIES TRUST - ST STR P500ETF	$8.8M	6.8%	+2%	—	—	—	—
2	SPDR S&P 500 ETF TRUST$SPY	$8.2M	6.4%	-2%	+0.3%	8+ qtrsTrimmed 4 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
3	VANGUARD MALVERN FDS - CORE BD ETF	$7.9M	6.1%	-4%	—	—	—	—
4	PACER FDS TR - US CASH COWS 100	$6.5M	5.0%	-1%	—	—	—	—
5	VANGUARD STAR FDS - VG TL INTL STK F	$6.4M	4.9%	-1%	—	—	—	—
6	VANGUARD WORLD FD - INF TECH ETF	$6.1M	4.7%	-1%	—	—	—	—
7	PACER FDS TR - US LRG CP CASH	$5.2M	4.0%	+2%	—	—	—	—
8	SELECT SECTOR SPDR TR - ST STR CARE ETF	$3.9M	3.0%	-2%	—	—	—	—
9	SPDR S&P MIDCAP 400 ETF TRUST$MDY	$3.8M	2.9%	-2%	+0.8%	8+ qtrsTrimmed 4 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
10	VANGUARD INDEX FDS - MRNGSTR TTL STK	$3.7M	2.9%	-8%	—	—	—	—

All holdings — Tandem Investment Partners LLC (Q3 2026)

Sort

76 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	VANGUARD SCOTTSDALE FDS - INT-TERM CORPetf/fund	—	$3.4M	2.7%	44K	+0.4%	—	—	13F
12	—	VANGUARD SCOTTSDALE FDS - INTER TERM TREASetf/fund	—	$3.4M	2.6%	60K	+3%	—	—	13F
13	$MSFT	MICROSOFT CORP	Technology	$3.3M	2.6%	6,452	-1%	8+ qtrs	79.8	13F
14	—	SPDR SERIES TRUST - ST STR P400MIDetf/fund	—	$3.3M	2.5%	52K	+2%	—	—	13F
15	$AAPL	Apple Inc.	Technology	$3.3M	2.5%	9,819	-0.8%	8+ qtrs	75.7	13F
16	$QQQ	INVESCO QQQ TRUST, SERIES 1etf/fund	—	$3.2M	2.5%	4,353	-3%	8+ qtrsTrimmed 7 qtrs in a row	—	13F
17	—	SPDR SERIES TRUST - ST STR RATE ETFetf/fund	—	$3.2M	2.5%	103K	-7%	—	—	13F
18	$IVZ	Invesco Ltd.	Financials	$3.0M	2.3%	14K	-1%	8+ qtrsTrimmed 2 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
19	—	SPDR SERIES TRUST - STATE STREET SPDetf/fund	—	$2.6M	2.0%	104K	+10%	—	—	13F
20	—	SPDR SERIES TRUST - ST STR SP600 SMLetf/fund	—	$2.5M	1.9%	48K	-0.5%	—	—	13F
21	—	VANGUARD WHITEHALL FDS - INTL HIGH ETFetf/fund	—	$2.2M	1.7%	22K	+9%	—	—	13F
22	$JPM	JPMORGAN CHASE & CO	Financials	$2.0M	1.6%	6,047	-0.8%	8+ qtrs	AI quality score is Pro: unlock with a free trial	13F
23	—	AMERICAN CENTY ETF TR - INTL EQT ETFetf/fund	—	$1.9M	1.5%	21K	+10%	—	—	13F
24	—	VANGUARD INDEX FDS - S&P 500 ETF SHSetf/fund	—	$1.7M	1.3%	2,382	-2%	—	—	13F
25	$GOOG	Alphabet Inc.	Technology	$1.6M	1.3%	4,735	-2%	8+ qtrsTrimmed 5 qtrs in a row	AI quality score is Pro: unlock with a free trial	13F
26	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.6M	1.2%	3,120	+0.3%
27	—	SCHWAB STRATEGIC TR - US BRD MKT ETF	—	$1.5M	1.1%	51K	+3%
28	$NVDA	NVIDIA CORP	Technology	$1.4M	1.1%	6,205	+0.2%
29	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.1M	0.9%	4,254	-0.9%
30	$V	VISA INC.	Financials	$1.1M	0.9%	3,083	+0.1%
31	$TMO	THERMO FISHER SCIENTIFIC INC.	Healthcare	$1.0M	0.8%	1,546	+0.4%
32	—	ISHARES TR - CORE S&P SCP ETF	—	$962K	0.7%	7,075	-8%
33	—	VANGUARD SPECIALIZED FUNDS - DIV APP ETF	—	$815K	0.6%	3,495	-28%
34	$XOM.R34088	EXXON MOBIL CORP	Energy	$799K	0.6%	4,907	-0.8%
35	$WMT	Walmart Inc.	Consumer Staples	$791K	0.6%	7,610	—
36	—	SPDR SERIES TRUST - ST STR AGGRE ETF	—	$776K	0.6%	32K	+4%
37	$ORCL	ORACLE CORP	Technology	$759K	0.6%	5,525	-2%
38	$DHR	DANAHER CORP /DE/	Healthcare	$687K	0.5%	3,101	-2%
39	—	ISHARES TR - 0-3 MTH TREASURY	—	$636K	0.5%	6,313	New
40	$COST	COSTCO WHOLESALE CORP /NEW	Consumer Staples	$628K	0.5%	690	—
41	$PG	PROCTER & GAMBLE Co	Consumer Staples	$604K	0.5%	4,157	+0.4%
42	$NEE	NEXTERA ENERGY INC	Utilities	$589K	0.5%	7,770	-0.1%
43	$AMGN	AMGEN INC	Healthcare	$564K	0.4%	1,337	-0.8%
44	$HD	HOME DEPOT, INC.	Consumer Discretionary	$558K	0.4%	1,962	+0.8%
45	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$554K	0.4%	4,185	+0.1%
46	$AXP	AMERICAN EXPRESS CO	Financials	$546K	0.4%	1,795	+2%
47	$BLK	BlackRock, Inc.	Financials	$514K	0.4%	486	-2%
48	—	NORTHERN LTS FD TR IV - INSPIRE 500 ETF	—	$465K	0.4%	1,710	-0.3%
49	$IBM	INTERNATIONAL BUSINESS MACHINES CORP	Technology	$450K	0.3%	2,046	+0.1%
50	$KO	COCA COLA CO	Consumer Staples	$442K	0.3%	5,134	+1%
51	$VZ	VERIZON COMMUNICATIONS INC	Communication Services	$425K	0.3%	9,260	-1%
52	—	SCHWAB STRATEGIC TR - US DIVIDEND EQ	—	$421K	0.3%	13K	+1%
53	$RTX	RTX Corp	Industrials	$421K	0.3%	2,267	-0.4%
54	$ITW	ILLINOIS TOOL WORKS INC	Industrials	$396K	0.3%	1,540	-1.0%
55	—	VANECK ETF TRUST - PREFERRED SECURT	—	$394K	0.3%	23K	+0.7%
56	$D	DOMINION ENERGY, INC	Utilities	$373K	0.3%	6,166	-1.0%
57	$LOW	LOWES COMPANIES INC	Consumer Discretionary	$370K	0.3%	2,005	+2%
58	—	BONDBLOXX ETF TRUST - BLOOMBERG THREE	—	$357K	0.3%	7,450	-4%
59	$CVX	CHEVRON CORP	Energy	$356K	0.3%	1,744	+4%
60	$WT	WisdomTree, Inc.	Financials	$355K	0.3%	4,075	-32%
61	$GILD	GILEAD SCIENCES, INC.	Healthcare	$355K	0.3%	2,382	-0.8%
62	—	VANGUARD ADMIRAL FDS INC - MIDCP 400 IDX	—	$352K	0.3%	2,890	-2%
63	—	ISHARES TR - ISHS 1-5YR INVS	—	$337K	0.3%	6,576	+5%
64	$CB	Chubb Ltd	Financials	$326K	0.3%	1,002	+2%
65	—	SCHWAB STRATEGIC TR - US MID-CAP ETF	—	$323K	0.3%	9,483	+3%
66	—	NORTHERN LTS FD TR IV - INSPIRE 100 ETF	—	$313K	0.2%	5,785	+0.5%
67	—	SPDR INDEX SHS FDS - ST STR PO EX ETF	—	$307K	0.2%	6,119	+4%
68	—	SPDR SERIES TRUST - ST SHO TREAS ETF	—	$302K	0.2%	11K	-67%
69	$HON	HONEYWELL INTERNATIONAL INC	Industrials	$283K	0.2%	1,343	+11%
70	$PNR	PENTAIR plc	Industrials	$273K	0.2%	5,145	+2%
71	$CAH	CARDINAL HEALTH INC	Consumer Staples	$271K	0.2%	1,220	—
72	$DIS	Walt Disney Co	Communication Services	$250K	0.2%	2,386	—
73	—	BONDBLOXX ETF TRUST - BLOOMBERG TWO YR	—	$249K	0.2%	5,142	+1%
74	$BKNG	Booking Holdings Inc.	Consumer Discretionary	$222K	0.2%	1,363	-3%
75	$AMZN	AMAZON COM INC	Consumer Discretionary	$213K	0.2%	855	+0.6%
76	—	CALAMOS CONV & HIGH INCOME F - COM SHS	—	$153K	0.1%	13K	+4%

What changed in Q3 2026

Against the previous quarter's 13F: 1 new, 34 added to, 37 trimmed, 1 sold out. Share-count changes; largest moves by dollar size first.

New positions (1)

ISHARES TR - 0-3 MTH TREASURY$636K
first bought this quarter

Added to (34)

SPDR SERIES TRUST - STATE STREET SPD+10%
now $2.6M
VANGUARD WHITEHALL FDS - INTL HIGH ETF+9%
now $2.2M
AMERICAN CENTY ETF TR - INTL EQT ETF+10%
now $1.9M
SPDR SERIES TRUST - ST STR P500ETF+2%
now $8.8M
VANGUARD SCOTTSDALE FDS - INTER TERM TREAS+3%
now $3.4M
PACER FDS TR - US LRG CP CASH+2%
now $5.2M

+28 more in the Excel export

Trimmed (37)

SPDR SERIES TRUST - ST SHO TREAS ETF-67%
now $302K
VANGUARD INDEX FDS - MRNGSTR TTL STK-8%
now $3.7M
VANGUARD SPECIALIZED FUNDS - DIV APP ETF-28%
now $815K
VANGUARD MALVERN FDS - CORE BD ETF-4%
now $7.9M
SPDR SERIES TRUST - ST STR RATE ETF-7%
now $3.2M
$SPYSPDR S&P 500 ETF TRUST-2%
now $8.2M · held 8+ qtrs, 4 trims in a row

+31 more in the Excel export

Sold out (1)

$HONAHoneywell Aerospace Inc.was $268K
held 1 qtr

Firm AUM (Form ADV): $200.2M as of 2025-12-31 · SEC IAPD

Holdings by quarter

Every 13F Tandem Investment Partners LLC has filed, 7 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Tandem Investment Partners?

Q3 2026 13F filed with the SEC on Oct 16, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Tandem Investment Partners's top 20 holdings: 74/100 (our AI quality score, weighted by position size; 16 of the 20 are scored)

Top 10 since filing

-0.0%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 14% over the last 4

Top 10 weight

47%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

97%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q4 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Tandem Investment Partners LLC disclosed 76 positions worth $129.4M in its Form 13F-HR for Q3 2026, followed by $SPY. During the quarter the fund opened 1 new position and exited 1 and a full exit from $HONA. The portfolio is most concentrated in Other (74.6% of disclosed assets). All figures are sourced directly from Tandem Investment Partners LLC’s Form 13F-HR filing with the SEC under CIK 2056333.

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AI-Powered Hedge Fund Analysis: Tandem Investment Partners LLC

13F Pro is an AI hedge fund tracker and stock research platform. For Tandem Investment Partners LLC (SEC CIK: 2056333), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.

Every holding in Tandem Investment Partners LLC's portfolio is scored on an AI quality ranking built from its SEC filings (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 2,800+ AI-ranked companies.