Tandem Investment Partners LLC

Q4 2025 13F-HR Holdings

Location
Bordentown, NJ
Holdings as of
12/31/2025
Date filed
1/21/2026
Form type
13F-HR
Num holdings
70
Total value ($000)
$118,584
Net value change ($000)
-3,129 (-2.6%)
New positions
2
Sold out positions
1
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 10/24/2025 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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 1,084 45.8%
VCRB 810 12.3%
XLV 264 8.7%
GILD 261 NEW
COWZ 245 4.4%
VGIT 240 8.8%
SPDW 232 NEW
VCIT 177 6.0%
SCHB 176 17.3%
XTRE 94 28.5%
Top Reduces (Value $000, Stocks/ETFs)
VIG -1,294 -36.1%
ORCL -756 -40.3%
MSFT -530 -15.2%
VGT -498 -8.9%
JPM -322 -13.2%
VTI -301 -6.3%
PFE -289 -100.0%
BRK-B -277 -14.7%
HD -214 -23.7%
BLK -213 -25.5%
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