Tandem Investment Partners LLC

Q1 2026 13F-HR Holdings

Location
Bordentown, NJ
Holdings as of
3/31/2026
Date filed
5/13/2026
Form type
13F-HR
Num holdings
73
Total value ($000)
$117,954
Net value change ($000)
-630 (-0.5%)
New positions
4
Sold out positions
1
Turnover %
3.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 1/21/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
VYMI 1,689 NEW
AVDE 1,423 NEW
COWG 742 21.5%
VCRB 666 9.0%
SPYM 290 4.2%
VGIT 264 8.9%
VCIT 250 8.0%
DIS 217 NEW
COWZ 206 3.5%
FLRN 172 5.5%
Top Reduces (Value $000, Stocks/ETFs)
DLS -1,621 -72.2%
VIG -1,036 -45.2%
SPY -579 -7.1%
MSFT -574 -19.3%
VTI -567 -12.7%
HEFA -368 -100.0%
ORCL -278 -24.8%
VGT -273 -5.3%
QQQ -269 -8.3%
JPM -222 -10.5%
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