13F-HR filed by Tandem Investment Partners LLC
Tandem Investment Partners LLC filed this 13F-HR for the quarter ended 2026-06-30, filed 2026-07-27, with 76 holding rows worth $129,744,179.
- Accession
- 0001172661-26-002827
- Filer
- CIK 2056333
- Filed
- 2026-07-27
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q2 2026
A holdings report, 76 entries on the cover page, a total value of $129,744,179 stated on the cover page (in dollars after the unit check, H1), rows summing to $129,744,179 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 filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Vanguard Core Bond ETF | 922020748 | SHS | 111,462 | $8,608,511 | dollars as filed | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 96,466 | $8,477,432 | dollars as filed | |
| SPY | 78462F103 | SHS | 11,028 | $8,235,380 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 75,973 | $6,494,932 | dollars as filed | |
| PACER FDS TR | 69374H881 | US CASH COWS 100 | 98,477 | $6,125,269 | dollars as filed | |
| VGT | 92204A702 | SHS | 48,735 | $5,824,807 | dollars as filed | |
| PACER FDS TR | 69374H360 | US LRG CP CASH | 127,475 | $5,117,662 | dollars as filed | |
| SPDR S&P Midcap 400 ETF Trust | 78467Y107 | SHS | 5,923 | $4,165,883 | dollars as filed | |
| VTI | 922908769 | COM | 10,838 | $4,010,494 | dollars as filed | |
| Health Care Select Sector SPDR Fund | 81369Y209 | SHS | 23,650 | $3,752,309 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 43,720 | $3,613,458 | dollars as filed | |
| SPDR Portfolio S&P 400 Mid Cap ETF | 78464A847 | SHS | 51,340 | $3,468,530 | dollars as filed | |
| Vanguard Intermediate-Term Treasury ETF | 92206C706 | SHS | 58,344 | $3,441,129 | dollars as filed | |
| SPDR Bloomberg Investment Grade Floating Rate ETF | 78468R200 | SHS | 110,235 | $3,400,750 | dollars as filed | |
| INVESCO QQQ TR | 46090E103 | COM | 4,500 | $3,313,800 | dollars as filed | |
| INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF | 46137V357 | COM | 14,660 | $3,119,208 | dollars as filed | |
| Apple Inc | 037833100 | COM | 9,901 | $2,864,953 | dollars as filed | |
| SPDR Portfolio S&P 600 Small Cap ETF | 78468R853 | SHS | 47,875 | $2,760,951 | dollars as filed | |
| Microsoft Corp | 594918104 | COM | 6,526 | $2,434,329 | dollars as filed | |
| SPDR SERIES TRUST | 78468R390 | STATE STREET SPD | 94,010 | $2,344,609 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 6,095 | $1,995,076 | dollars as filed | |
| Vanguard International High Dividend Yield ETF | 921946794 | SHS | 20,134 | $1,977,159 | dollars as filed | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 4,855 | $1,715,417 | dollars as filed | |
| Avantis International Equity ETF | 025072703 | SHS | 19,142 | $1,707,466 | dollars as filed | |
| Vanguard S&P 500 ETF | 922908363 | COM | 2,437 | $1,673,756 | dollars as filed | |
| Berkshire Hathaway Inc | 084670702 | COM | 3,110 | $1,556,213 | dollars as filed | |
| Schwab U.S. Broad Market ETF | 808524102 | SHS | 49,444 | $1,431,898 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 6,191 | $1,238,757 | dollars as filed | |
| Vanguard Dividend Appreciation ETF | 921908844 | SHS | 4,825 | $1,141,692 | dollars as filed | |
| iShares Core S&P Small-Cap ETF | 464287804 | SHS | 7,660 | $1,136,055 | dollars as filed | |
| Johnson & Johnson | 478160104 | COM | 4,294 | $1,090,547 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 3,080 | $1,056,717 | dollars as filed | |
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 31,569 | $915,817 | dollars as filed | |
| Walmart Inc. | 931142103 | COM | 7,610 | $861,909 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 5,655 | $828,740 | dollars as filed | |
| SPDR SERIES TRUST | 78464A649 | ST STR AGGRE ETF | 30,691 | $783,234 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 1,540 | $772,094 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 1,947 | $686,668 | dollars as filed | |
| NextEra Energy,Inc. | 65339F101 | COM | 7,775 | $682,412 | dollars as filed | |
| EXXON MOBIL CORP | 30231G102 | COM | 4,947 | $676,354 | dollars as filed | |
| Costco Wholesale Corporation | 22160K105 | COM | 690 | $645,474 | dollars as filed | |
| TJX Companies Inc | 872540109 | COM | 4,180 | $633,270 | dollars as filed | |
| Procter & Gamble Co | 742718109 | COM | 4,141 | $607,236 | dollars as filed | |
| Danaher Corporation | 235851102 | COM | 3,156 | $601,155 | dollars as filed | |
| American Express Company | 025816109 | COM | 1,765 | $597,011 | dollars as filed | |
| International Business Machines Corporation | 459200101 | COM | 2,044 | $574,793 | dollars as filed | |
| WISDOMTREE TR | 97717W760 | INTL SMCAP DIV | 6,025 | $504,835 | dollars as filed | |
| INSPIRE 500 ETF | 66537J796 | ETF | 1,715 | $490,644 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 1,348 | $488,138 | dollars as filed | |
| BlackRock,Inc. | 09290D101 | COM | 494 | $475,011 | dollars as filed | |
| Lowes Companies,Inc. | 548661107 | COM | 1,975 | $435,468 | dollars as filed | |
| Raytheon Technologies Corporation | 75513E101 | COM | 2,277 | $432,015 | dollars as filed | |
| DOMINION ENERGY INC COM | 25746U109 | Stock | 6,226 | $425,174 | dollars as filed | |
| ILLINOIS TOOL WKS INC | 452308109 | COM | 1,555 | $420,581 | dollars as filed | |
| Coca-Cola Company | 191216100 | COM | 5,064 | $411,551 | dollars as filed | |
| SCHD | 808524797 | COM | 12,788 | $405,507 | dollars as filed | |
| VANECK ETF TRUST | 92189F429 | PREFERRED SECURT | 22,365 | $398,992 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 9,400 | $397,996 | dollars as filed | |
| PENTAIR PLC SHS | G7S00T104 | Stock | 5,055 | $387,516 | dollars as filed | |
| Vanguard S&P Mid-Cap 400 ETF | 921932885 | SHS | 2,950 | $384,680 | dollars as filed | |
| BONDBLOXX ETF TRUST | 09789C846 | BLOOMBERG THREE | 7,790 | $381,944 | dollars as filed | |
| Schwab US Mid-Cap ETF | 808524508 | SHS | 9,190 | $338,835 | dollars as filed | |
| Chubb Limited | H1467J104 | COM | 981 | $334,266 | dollars as filed | |
| NORTHERN LTS FD TR IV | 66538H534 | INSPIRE 100 ETF | 5,755 | $333,099 | dollars as filed | |
| ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF | 464288646 | ETF | 6,288 | $329,554 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 2,402 | $303,476 | dollars as filed | |
| SPDW | 78463X889 | COM | 5,889 | $296,747 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 1,220 | $289,823 | dollars as filed | |
| Chevron Corporation | 166764100 | COM | 1,669 | $276,653 | dollars as filed | |
| HONEYWELL INTL INC COM | 438516205 | Stock | 1,210 | $270,919 | dollars as filed | |
| HONEYWELL AEROSPACE INC COM | 43849R105 | Stock | 1,210 | $267,507 | dollars as filed | |
| Booking Holdings Inc. | 09857L108 | COM | 1,408 | $250,962 | dollars as filed | |
| Bondbloxx Bloomberg 2 Year Target Duration US Treasury | 09789C853 | ETF | 5,072 | $248,274 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 2,386 | $229,653 | dollars as filed | |
| Amazon.com, Inc | 023135106 | COM | 850 | $202,589 | dollars as filed | |
| CALAMOS CONV & HIGH INCOME F | 12811P108 | COM SHS | 12,515 | $170,454 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001172661-26-002827 | this filing | 2026-07-27 | acceptance time not in the bulk data set |