Tandem Investment Partners LLC

Q3 2025 13F-HR Holdings

Location
Bordentown, NJ
Holdings as of
9/30/2025
Date filed
10/24/2025
Form type
13F-HR
Num holdings
69
Total value ($000)
$121,713
Net value change ($000)
+7,047 (6.1%)
New positions
4
Sold out positions
4
Turnover %
4.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 7/22/2025 Next filing: 1/21/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
COWG 2,367 NEW
SPTS 756 176.2%
VCRB 581 9.7%
SPY 545 7.2%
AAPL 531 23.0%
SPYM 478 7.4%
NEE 474 220.5%
D 444 NEW
VGT 442 8.5%
GOOGL 391 30.0%
Top Reduces (Value $000, Stocks/ETFs)
VIG -2,181 -37.8%
VPU -979 -100.0%
SGOV -571 -100.0%
UNH -436 -100.0%
DIA -353 -100.0%
HON -66 -9.0%
COST -53 -5.5%
V -43 -3.6%
HEFA -41 -9.6%
IBM -33 -5.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type