Tandem Investment Partners LLC
Long book
$118.0M
Q1 2026
Positions
73
Top-10 weight
46%
concentration
Last quarter
+10.3%
SPY +14.8%
Turnover
7%
of book per quarter
Strategy in plain words
auto-generated from filingsTandem Investment Partners LLC is a wealth-management firm allocating client money, running a $118.0M US long book across 73 positions.
The portfolio is moderately concentrated (top 10 ≈ 46% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: VANGUARD CORE BOND ETF, SS SPDR S&P 500 ETF TRUST-US, STE STR SPDR PT S&P 500 ETF, PACER US CASH COWS 100 ETF, VANGUARD TOTAL INTL STOCK.
Over the last 6 quarters its long book ran on average 0.7pp per quarter behind the S&P 500, beating the index in 2 of 6 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q4 2024
-2.1%
Q1 2025
+7.1%
Q2 2025
+7.4%
Q3 2025
+2.3%
Q4 2025
-1.7%
Q1 2026
+10.3%
Sector allocation
Technology 36%
Financials 16%
Consumer discretionary 13%
Healthcare 7%
Industrials 7%
Other 5%
Energy 4%
Services media 4%
Long book by quarter
What does Tandem Investment own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| AAPL APPLE INC | Technology | 9.9K | $2.5M | 2.1% | -0.4% |
| MSFT MICROSOFT CORP | Technology | 6.5K | $2.4M | 2.0% | +5.4% |
| JPM JPMORGAN CHASE & CO | Financials | 6.4K | $1.9M | 1.6% | -2.0% |
| GOOG ALPHABET INC-CL C | Technology | 5.5K | $1.6M | 1.3% | -2.3% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 3.1K | $1.5M | 1.3% | -1.4% |
| JNJ JOHNSON & JOHNSON | Healthcare | 4.7K | $1.2M | 1.0% | -12.4% |
| NVDA NVIDIA CORP | Technology | 6.4K | $1.1M | 1.0% | +10.4% |
| WMT WALMART INC | Consumer discretionary | 7.8K | $969K | 0.8% | -9.5% |
| V VISA INC-CLASS A SHARES | Services media | 3.0K | $908K | 0.8% | +1.2% |
| XOM EXXON MOBIL CORP | Energy | 5.0K | $856K | 0.7% | -16.6% |
| ORCL ORACLE CORP | Technology | 5.7K | $842K | 0.7% | -0.3% |
| COST COSTCO WHOLESALE CORP | Consumer discretionary | 761 | $758K | 0.6% | -10.6% |
| TJX TJX COMPANIES INC | Consumer discretionary | 4.7K | $755K | 0.6% | -2.7% |
| TMO THERMO FISHER SCIENTIFIC INC | Other | 1.5K | $754K | 0.6% | -1.6% |
| NEE NEXTERA ENERGY INC | Utilities | 7.8K | $720K | 0.6% | -4.0% |
| HD HOME DEPOT INC | Consumer discretionary | 1.9K | $639K | 0.5% | -3.1% |
| PG PROCTER & GAMBLE CO/THE | Other | 4.1K | $595K | 0.5% | -5.5% |
| DHR DANAHER CORP | Technology | 3.1K | $583K | 0.5% | +1.2% |
| HON HONEYWELL INTERNATIONAL INC | Industrials | 2.5K | $556K | 0.5% | -9.9% |
| AMGN AMGEN INC | Healthcare | 1.5K | $543K | 0.5% | -8.6% |
| LOW LOWE'S COS INC | Consumer discretionary | 2.3K | $534K | 0.5% | -9.6% |
| IBM INTL BUSINESS MACHINES CORP | Technology | 2.0K | $495K | 0.4% | +8.3% |
| BLK BLACKROCK INC | Financials | 508 | $489K | 0.4% | -12.7% |
| VZ VERIZON COMMUNICATIONS INC | Communications | 9.2K | $459K | 0.4% | -7.3% |
| RTX RTX CORP | Industrials | 2.3K | $439K | 0.4% | -7.1% |
| ITW ILLINOIS TOOL WORKS | Industrials | 1.6K | $405K | 0.3% | -21.5% |
| SNA SNAP-ON INC | Industrials | 1.1K | $381K | 0.3% | -19.5% |
| D DOMINION ENERGY INC | Utilities | 6.1K | $377K | 0.3% | +0.7% |
| KO COCA-COLA CO/THE | Consumer staples | 5.0K | $377K | 0.3% | -6.2% |
| CVX CHEVRON CORP | Energy | 1.7K | $345K | 0.3% | -1.8% |
| GILD GILEAD SCIENCES INC | Healthcare | 2.3K | $317K | 0.3% | +6.7% |
| CB CHUBB LTD | Financials | 920 | $300K | 0.3% | -1.1% |
| GOOGL ALPHABET INC-CL A | Technology | 870 | $250K | 0.2% | -8.4% |
| AXP AMERICAN EXPRESS CO | Financials | 820 | $248K | 0.2% | Held |
| DIS WALT DISNEY CO/THE | Services media | 2.3K | $217K | 0.2% | New |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 13, 2026 | 73 | $118.0M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Jan 21, 2026 | 70 | $118.6M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Oct 24, 2025 | 69 | $121.7M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 22, 2025 | 69 | $114.7M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 9, 2025 | 64 | $101.2M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Feb 13, 2025 | 62 | $104.5M | canonical | SEC ↗ |