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Disclosery

13F-HR filed by Tandem Investment Partners LLC

Tandem Investment Partners LLC filed this 13F-HR for the quarter ended 2026-03-31, filed 2026-05-13, with 73 holding rows worth $117,954,043.

Accession
0001172661-26-001751
Filer
CIK 2056333
Filed
2026-05-13
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q1 2026

A holdings report, 73 entries on the cover page, a total value of $117,954,043 stated on the cover page (in dollars after the unit check, H1), rows summing to $117,954,043 with VALUE read as dollars as filed, 13F file number 028-25032. The quarter's positions are built on this report. The resolved quarter.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
Vanguard Core Bond ETF922020748SHS104,073$8,053,169dollars as filed
SPY78462F103SHS11,573$7,526,385dollars as filed
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS93,778$7,177,768dollars as filed
PACER FDS TR69374H881US CASH COWS 10096,965$6,066,130dollars as filed
VANGUARD STAR FDS921909768COM75,148$5,794,662dollars as filed
VGT92204A702SHS6,952$4,850,549dollars as filed
PACER FDS TR69374H360US LRG CP CASH124,288$4,193,340dollars as filed
VTI922908769COM12,151$3,898,162dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS6,011$3,707,344dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS40,665$3,365,029dollars as filed
SPDR Bloomberg Investment Grade Floating Rate ETF78468R200SHS108,025$3,325,010dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS54,184$3,226,657dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS21,935$3,215,890dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS50,210$2,973,436dollars as filed
INVESCO QQQ TR46090E103COM5,127$2,959,202dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM14,625$2,806,830dollars as filed
Apple Inc037833100COM9,921$2,517,851dollars as filed
Microsoft Corp594918104COM6,467$2,393,889dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS47,510$2,295,683dollars as filed
INVESCO EXCH TRADED FD TR II46138G649COM8,152$1,937,078dollars as filed
JPMorgan Chase & Co46625H100COM6,415$1,887,036dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS17,919$1,688,687dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM5,462$1,566,829dollars as filed
Berkshire Hathaway Inc084670702COM3,145$1,507,084dollars as filed
Avantis International Equity ETF025072703SHS16,770$1,422,767dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS5,840$1,255,950dollars as filed
Schwab U.S. Broad Market ETF808524102SHS47,644$1,195,864dollars as filed
Johnson & Johnson478160104COM4,729$1,155,957dollars as filed
Vanguard S&P 500 ETF922908363COM1,892$1,130,565dollars as filed
NVIDIA Corp67066G104COM6,436$1,122,438dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS8,205$1,019,964dollars as filed
Walmart Inc.931142103COM7,795$968,763dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR32,017$934,256dollars as filed
Visa Inc92826C839COM3,005$908,231dollars as filed
EXXON MOBIL CORP30231G102COM5,045$855,935dollars as filed
Oracle Corporation68389X105COM5,725$842,205dollars as filed
Costco Wholesale Corporation22160K105COM761$758,283dollars as filed
TJX Companies Inc872540109COM4,725$754,583dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,535$754,499dollars as filed
NextEra Energy,Inc.65339F101COM7,750$719,820dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF26,848$687,846dollars as filed
Home Depot, Inc437076102COM1,942$638,704dollars as filed
WISDOMTREE TR97717W760INTL SMCAP DIV7,670$625,105dollars as filed
Procter & Gamble Co742718109COM4,116$594,515dollars as filed
Danaher Corporation235851102COM3,075$583,020dollars as filed
Honeywell Technologies438516106COM2,459$555,808dollars as filed
Amgen Inc.031162100COM1,542$542,553dollars as filed
Lowes Companies,Inc.548661107COM2,260$533,993dollars as filed
International Business Machines Corporation459200101COM2,041$494,718dollars as filed
BlackRock,Inc.09290D101COM508$488,549dollars as filed
Verizon Communications Inc92343V104COM9,150$459,330dollars as filed
BONDBLOXX ETF TRUST09789C846BLOOMBERG THREE9,055$448,313dollars as filed
Raytheon Technologies Corporation75513E101COM2,277$439,233dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,555$404,751dollars as filed
VANECK ETF TRUST92189F429PREFERRED SECURT22,240$390,090dollars as filed
SNAP ON INC COM833034101Stock1,050$381,381dollars as filed
DOMINION ENERGY INC COM25746U109Stock6,101$377,164dollars as filed
Coca-Cola Company191216100COM4,954$376,752dollars as filed
SCHD808524797COM11,745$360,337dollars as filed
Vanguard S&P Mid-Cap 400 ETF921932885SHS3,125$357,250dollars as filed
INSPIRE 500 ETF66537J796ETF1,420$355,788dollars as filed
Chevron Corporation166764100COM1,669$345,316dollars as filed
Gilead Sciences,Inc.375558103COM2,272$316,628dollars as filed
Chubb LimitedH1467J104COM920$299,856dollars as filed
Bondbloxx Bloomberg 2 Year Target Duration US Treasury09789C853ETF5,995$295,516dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF5,522$290,236dollars as filed
Schwab US Mid-Cap ETF808524508SHS8,703$269,445dollars as filed
Alphabet Inc. Reg. Shares A02079K305COM870$250,177dollars as filed
SPDW78463X889COM5,435$248,108dollars as filed
American Express Company025816109COM820$248,034dollars as filed
NORTHERN LTS FD TR IV66538H534INSPIRE 100 ETF4,945$233,157dollars as filed
Walt Disney Co254687106COM2,250$216,855dollars as filed
CALAMOS CONV & HIGH INCOME F12811P108COM SHS10,260$111,735dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-001751this filing2026-05-13acceptance time not in the bulk data set