Filed: 10/24/2025ACC: 0001172661-25-004420
📋 What this filing means
TANDEM INVESTMENT PARTNERS LLC filed this quarterly 13F‑HR report disclosing 69 equity positions with a total reported market value of $121.71M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
69
Positions
$121.71M
Total AUM (reported)
1.19M
Total Shares
Allocation by class
COM$28.07M23.1%
TR UNIT$8.07M6.6%
PORTFOLIO S&P500$6.97M5.7%
CORE BD ETF$6.58M5.4%
VG TL INTL STK F$5.86M4.8%
INF TECH ETF$5.62M4.6%
US CASH COWS 100$5.62M4.6%
Portfolio Concentration
Top 3$21.62M17.8%
4–10$32.71M26.9%
11–25$38.64M31.7%
Rest$28.75M23.6%
Top 3 weight
17.8%
Top 10 weight
44.6%
Voting Authority Distribution
Total shares with voting rights: 1.19M
Sole
Full voting authority
0.00
shares
% of voting shares0.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.19M
shares
% of voting shares100.0%
Investment Discretion (by position count)
Sole69
Shared0
Other0
Dominant voting typeNone · 100.0% of voting shares
Institutional Holdings69
Rows:
SPDR S&P 500 ETF TR
SOLEShares12.12K
TypeSH
Market value$8.07M
6.63%
Sole
0.00
Shared
0.00
None
12.12K
SPDR SERIES TRUST
SOLEShares88.95K
TypeSH
Market value$6.97M
5.73%
Sole
0.00
Shared
0.00
None
88.95K
VANGUARD MALVERN FDS
SOLEShares83.88K
TypeSH
Market value$6.58M
5.40%
Sole
0.00
Shared
0.00
None
83.88K
VANGUARD STAR FDS
SOLEShares79.77K
TypeSH
Market value$5.86M
4.81%
Sole
0.00
Shared
0.00
None
79.77K
VANGUARD WORLD FD
SOLEShares7.53K
TypeSH
Market value$5.62M
4.62%
Sole
0.00
Shared
0.00
None
7.53K
PACER FDS TR
SOLEShares97.71K
TypeSH
Market value$5.62M
4.61%
Sole
0.00
Shared
0.00
None
97.71K
VANGUARD INDEX FDS
SOLEShares14.52K
TypeSH
Market value$4.77M
3.92%
Sole
0.00
Shared
0.00
None
14.52K
SPDR S&P MIDCAP 400 ETF TR
SOLEShares6.31K
TypeSH
Market value$3.76M
3.09%
Sole
0.00
Shared
0.00
None
6.31K
VANGUARD SPECIALIZED FUNDS
SOLEShares16.62K
TypeSH
Market value$3.59M
2.95%
Sole
0.00
Shared
0.00
None
16.62K
MICROSOFT CORP
SOLEShares6.75K
TypeSH
Market value$3.50M
2.87%
Sole
0.00
Shared
0.00
None
6.75K
INVESCO QQQ TR
SOLEShares5.60K
TypeSH
Market value$3.36M
2.76%
Sole
0.00
Shared
0.00
None
5.60K
SPDR SERIES TRUST
SOLEShares101.67K
TypeSH
Market value$3.14M
2.58%
Sole
0.00
Shared
0.00
None
101.67K
SELECT SECTOR SPDR TR
SOLEShares21.76K
TypeSH
Market value$3.03M
2.49%
Sole
0.00
Shared
0.00
None
21.76K
VANGUARD SCOTTSDALE FDS
SOLEShares34.93K
TypeSH
Market value$2.94M
2.41%
Sole
0.00
Shared
0.00
None
34.93K
INVESCO EXCHANGE TRADED FD T
SOLEShares15.13K
TypeSH
Market value$2.87M
2.36%
Sole
0.00
Shared
0.00
None
15.13K
APPLE INC
SOLEShares11.17K
TypeSH
Market value$2.84M
2.34%
Sole
0.00
Shared
0.00
None
11.17K
SPDR SERIES TRUST
SOLEShares49.42K
TypeSH
Market value$2.83M
2.32%
Sole
0.00
Shared
0.00
None
49.42K
VANGUARD SCOTTSDALE FDS
SOLEShares45.37K
TypeSH
Market value$2.72M
2.24%
Sole
0.00
Shared
0.00
None
45.37K
JPMORGAN CHASE & CO.
SOLEShares7.71K
TypeSH
Market value$2.43M
2.00%
Sole
0.00
Shared
0.00
None
7.71K
PACER FDS TR
SOLEShares65.20K
TypeSH
Market value$2.37M
1.94%
Sole
0.00
Shared
0.00
None
65.20K
WISDOMTREE TR
SOLEShares27.42K
TypeSH
Market value$2.18M
1.79%
Sole
0.00
Shared
0.00
None
27.42K
SPDR SERIES TRUST
SOLEShares46.61K
TypeSH
Market value$2.16M
1.77%
Sole
0.00
Shared
0.00
None
46.61K
INVESCO EXCH TRADED FD TR II
SOLEShares8.16K
TypeSH
Market value$2.02M
1.66%
Sole
0.00
Shared
0.00
None
8.16K
BERKSHIRE HATHAWAY INC DEL
SOLEShares3.74K
TypeSH
Market value$1.88M
1.54%
Sole
0.00
Shared
0.00
None
3.74K
ORACLE CORP
SOLEShares6.67K
TypeSH
Market value$1.88M
1.54%
Sole
0.00
Shared
0.00
None
6.67K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR S&P 500 ETF TRSOLE | TR UNIT | 12.12K | SH | $8.07M 6.63% | 0.00 | 0.00 | 12.12K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P500 | 88.95K | SH | $6.97M 5.73% | 0.00 | 0.00 | 88.95K |
VANGUARD MALVERN FDSSOLE | CORE BD ETF | 83.88K | SH | $6.58M 5.40% | 0.00 | 0.00 | 83.88K |
VANGUARD STAR FDSSOLE | VG TL INTL STK F | 79.77K | SH | $5.86M 4.81% | 0.00 | 0.00 | 79.77K |
VANGUARD WORLD FDSOLE | INF TECH ETF | 7.53K | SH | $5.62M 4.62% | 0.00 | 0.00 | 7.53K |
PACER FDS TRSOLE | US CASH COWS 100 | 97.71K | SH | $5.62M 4.61% | 0.00 | 0.00 | 97.71K |
VANGUARD INDEX FDSSOLE | TOTAL STK MKT | 14.52K | SH | $4.77M 3.92% | 0.00 | 0.00 | 14.52K |
SPDR S&P MIDCAP 400 ETF TRSOLE | UTSER1 S&PDCRP | 6.31K | SH | $3.76M 3.09% | 0.00 | 0.00 | 6.31K |
VANGUARD SPECIALIZED FUNDSSOLE | DIV APP ETF | 16.62K | SH | $3.59M 2.95% | 0.00 | 0.00 | 16.62K |
MICROSOFT CORPSOLE | COM | 6.75K | SH | $3.50M 2.87% | 0.00 | 0.00 | 6.75K |
INVESCO QQQ TRSOLE | UNIT SER 1 | 5.60K | SH | $3.36M 2.76% | 0.00 | 0.00 | 5.60K |
SPDR SERIES TRUSTSOLE | BLOOMBERG INVT | 101.67K | SH | $3.14M 2.58% | 0.00 | 0.00 | 101.67K |
SELECT SECTOR SPDR TRSOLE | SBI HEALTHCARE | 21.76K | SH | $3.03M 2.49% | 0.00 | 0.00 | 21.76K |
VANGUARD SCOTTSDALE FDSSOLE | INT-TERM CORP | 34.93K | SH | $2.94M 2.41% | 0.00 | 0.00 | 34.93K |
INVESCO EXCHANGE TRADED FD TSOLE | S&P500 EQL WGT | 15.13K | SH | $2.87M 2.36% | 0.00 | 0.00 | 15.13K |
APPLE INCSOLE | COM | 11.17K | SH | $2.84M 2.34% | 0.00 | 0.00 | 11.17K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P400 | 49.42K | SH | $2.83M 2.32% | 0.00 | 0.00 | 49.42K |
VANGUARD SCOTTSDALE FDSSOLE | INTER TERM TREAS | 45.37K | SH | $2.72M 2.24% | 0.00 | 0.00 | 45.37K |
JPMORGAN CHASE & CO.SOLE | COM | 7.71K | SH | $2.43M 2.00% | 0.00 | 0.00 | 7.71K |
PACER FDS TRSOLE | US LRG CP CASH | 65.20K | SH | $2.37M 1.94% | 0.00 | 0.00 | 65.20K |
WISDOMTREE TRSOLE | INTL SMCAP DIV | 27.42K | SH | $2.18M 1.79% | 0.00 | 0.00 | 27.42K |
SPDR SERIES TRUSTSOLE | PORTFOLIO S&P600 | 46.61K | SH | $2.16M 1.77% | 0.00 | 0.00 | 46.61K |
INVESCO EXCH TRADED FD TR IISOLE | NASDAQ 100 ETF | 8.16K | SH | $2.02M 1.66% | 0.00 | 0.00 | 8.16K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 3.74K | SH | $1.88M 1.54% | 0.00 | 0.00 | 3.74K |
ORACLE CORPSOLE | COM | 6.67K | SH | $1.88M 1.54% | 0.00 | 0.00 | 6.67K |
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