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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 2026-09-30, accepted by EDGAR 2026-10-16 20:28:17 UTC, with 76 holding rows worth $129,407,309.

Accession
0001172661-26-004584
Filer
CIK 2056333
Filed
2026-10-16
Accepted by EDGAR
Ingested
Source
EDGAR live feed

Original filing

13F report for Q3 2026

A holdings report, 76 entries on the cover page, a total value of $129,407,309 stated on the cover page (in dollars after the unit check, H1), rows summing to $129,407,309 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
SPDR SER TR STATE STR SPDR PORT S&P 500 ETF78464A854SHS98,120$8,807,251dollars as filed
SPY78462F103SHS10,798$8,234,879dollars as filed
Vanguard Core Bond ETF922020748SHS107,317$7,900,678dollars as filed
PACER FDS TR69374H881US CASH COWS 10097,169$6,487,002dollars as filed
VANGUARD STAR FDS921909768COM75,122$6,382,365dollars as filed
VGT92204A702SHS48,190$6,056,037dollars as filed
PACER FDS TR69374H360US LRG CP CASH129,765$5,175,028dollars as filed
Health Care Select Sector SPDR Fund81369Y209SHS23,150$3,898,923dollars as filed
SPDR S&P Midcap 400 ETF Trust78467Y107SHS5,798$3,807,605dollars as filed
VTI922908769COM10,007$3,745,020dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS43,910$3,438,592dollars as filed
Vanguard Intermediate-Term Treasury ETF92206C706SHS60,336$3,418,638dollars as filed
Microsoft Corp594918104COM6,452$3,309,231dollars as filed
SPDR Portfolio S&P 400 Mid Cap ETF78464A847SHS52,200$3,290,688dollars as filed
Apple Inc037833100COM9,819$3,269,923dollars as filed
INVESCO QQQ TR46090E103COM4,353$3,220,219dollars as filed
SPDR Bloomberg Investment Grade Floating Rate ETF78468R200SHS102,659$3,166,004dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM14,465$3,009,009dollars as filed
SPDR SERIES TRUST78468R390STATE STREET SPD103,670$2,597,970dollars as filed
SPDR Portfolio S&P 600 Small Cap ETF78468R853SHS47,650$2,518,779dollars as filed
Vanguard International High Dividend Yield ETF921946794SHS21,910$2,215,758dollars as filed
JPMorgan Chase & Co46625H100COM6,047$2,000,529dollars as filed
Avantis International Equity ETF025072703SHS21,107$1,901,952dollars as filed
Vanguard S&P 500 ETF922908363COM2,382$1,669,449dollars as filed
Alphabet Inc. Reg. Shares C02079K107COM4,735$1,613,404dollars as filed
Berkshire Hathaway Inc084670702COM3,120$1,553,604dollars as filed
Schwab U.S. Broad Market ETF808524102SHS50,775$1,488,215dollars as filed
NVIDIA Corp67066G104COM6,205$1,417,098dollars as filed
Johnson & Johnson478160104COM4,254$1,126,204dollars as filed
Visa Inc92826C839COM3,083$1,107,814dollars as filed
Thermo Fisher Scientific Inc.883556102COM1,546$1,043,627dollars as filed
iShares Core S&P Small-Cap ETF464287804SHS7,075$962,483dollars as filed
Vanguard Dividend Appreciation ETF921908844SHS3,495$815,418dollars as filed
EXXON MOBIL CORP30233Q108COM4,907$798,614dollars as filed
Walmart Inc.931142103COM7,610$790,831dollars as filed
SPDR SERIES TRUST78464A649ST STR AGGRE ETF31,869$776,329dollars as filed
Oracle Corporation68389X105COM5,525$758,583dollars as filed
Danaher Corporation235851102COM3,101$687,027dollars as filed
iShares 0-3 Month Treasury Bond ETF46436E718SHS6,313$635,593dollars as filed
Costco Wholesale Corporation22160K105COM690$628,135dollars as filed
Procter & Gamble Co742718109COM4,157$603,929dollars as filed
NextEra Energy,Inc.65339F101COM7,770$588,500dollars as filed
Amgen Inc.031162100COM1,337$563,559dollars as filed
Home Depot, Inc437076102COM1,962$558,169dollars as filed
TJX Companies Inc872540109COM4,185$553,717dollars as filed
American Express Company025816109COM1,795$545,860dollars as filed
BlackRock,Inc.09290D101COM486$514,329dollars as filed
INSPIRE 500 ETF66537J796ETF1,710$465,359dollars as filed
International Business Machines Corporation459200101COM2,046$449,977dollars as filed
Coca-Cola Company191216100COM5,134$441,935dollars as filed
Verizon Communications Inc92343V104COM9,260$424,756dollars as filed
SCHD808524797COM12,956$421,459dollars as filed
Raytheon Technologies Corporation75513E101COM2,267$420,869dollars as filed
ILLINOIS TOOL WKS INC452308109COM1,540$396,211dollars as filed
VANECK ETF TRUST92189F429PREFERRED SECURT22,515$394,463dollars as filed
DOMINION ENERGY INC COM25746U109Stock6,166$373,166dollars as filed
Lowes Companies,Inc.548661107COM2,005$369,501dollars as filed
BONDBLOXX ETF TRUST09789C846BLOOMBERG THREE7,450$356,855dollars as filed
Chevron Corporation166764100COM1,744$356,142dollars as filed
WISDOMTREE TR97717W760INTL SMCAP DIV4,075$355,299dollars as filed
Gilead Sciences,Inc.375558103COM2,382$355,072dollars as filed
Vanguard S&P Mid-Cap 400 ETF921932885SHS2,890$351,886dollars as filed
ISHARES 1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETF464288646ETF6,576$336,888dollars as filed
Chubb LimitedH1467J104COM1,002$325,901dollars as filed
Schwab US Mid-Cap ETF808524508SHS9,483$322,612dollars as filed
NORTHERN LTS FD TR IV66538H534INSPIRE 100 ETF5,785$312,737dollars as filed
SPDW78463X889COM6,119$307,235dollars as filed
SPDR SER TR78468R101PORTFOLIO SH TSR10,538$302,124dollars as filed
HONEYWELL INTL INC COM438516205Stock1,343$283,292dollars as filed
PENTAIR PLC SHSG7S00T104Stock5,145$272,634dollars as filed
CARDINAL HEALTH INC14149Y108COM1,220$271,450dollars as filed
Walt Disney Co254687106COM2,386$250,291dollars as filed
Bondbloxx Bloomberg 2 Year Target Duration US Treasury09789C853ETF5,142$248,564dollars as filed
Booking Holdings Inc.09857L108COM1,363$222,046dollars as filed
Amazon.com, Inc023135106COM855$213,023dollars as filed
CALAMOS CONV & HIGH INCOME F12811P108COM SHS13,065$152,991dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001172661-26-004584this filing2026-10-16