Tandem Investment Partners LLC

Q2 2026 13F-HR Holdings

Location
Bordentown, NJ
Holdings as of
6/30/2026
Date filed
7/27/2026
Form type
13F-HR
Num holdings
76
Total value ($000)
$129,744
Net value change ($000)
+11,790 (10.0%)
New positions
7
Sold out positions
4
Turnover %
5.5%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPDR SERIES TRUST 2,345 NEW
SPYM 1,299 18.1%
VGT 974 20.1%
COWG 925 22.1%
SPY 709 9.4%
VXUS 700 12.1%
VCRB 556 6.9%
VOO 543 48.0%
XLV 536 16.7%
SPMD 496 16.7%
Top Reduces (Value $000, Stocks/ETFs)
QQQM -1,937 -100.0%
HON -556 -100.0%
SNA -381 -100.0%
GOOGL -250 -100.0%
XOM -180 -21.0%
TJX -122 -16.2%
DLS -120 -19.2%
VIG -114 -9.1%
COST -113 -14.9%
WMT -107 -11.0%
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