Fund Holdings — Tandem Investment Partners LLC

Total Portfolio Value
$129.74M
Total Bought
$13.78M
Total Sold
$6.80M
Net Transaction
+$6.98M
Filing Period:
Securities
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SharesValue ($K)
Q1 2026
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Q2 2026
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Change
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Q1 2026
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Q2 2026
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Weight (%)
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Change
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SPDR SERIES TRUST094,010+94,01002,3451.81%+2,345
SPDR SERIES TRUST
ST STR P500ETF
93,77896,466+2,6887,1788,4776.53%+1,300
VANGUARD WORLD FD
INF TECH ETF
6,95248,735+41,7834,8515,8254.49%+974
PACER FDS TR
US LRG CP CASH
124,288127,475+3,1874,1935,1183.94%+924
STATE STR SPDR S&P 500 ETF T(SPY)11,57311,028-5457,5268,2356.35%+709
VANGUARD STAR FDS75,14875,973+8255,7956,4955.01%+700
VANGUARD MALVERN FDS104,073111,462+7,3898,0538,6096.63%+555
VANGUARD INDEX FDS1,8922,437+5451,1311,6741.29%+543
SELECT SECTOR SPDR TR
ST STR CARE ETF
21,93523,650+1,7153,2163,7522.89%+536
SPDR SERIES TRUST
ST STR P400MID
50,21051,340+1,1302,9733,4692.67%+495
SPDR SERIES TRUST
ST STR SP600 SML
47,51047,875+3652,2962,7612.13%+465
STATE STR SPDR S&P MIDCAP 40(MDY)6,0115,923-883,7074,1663.21%+459
PENTAIR PLC(PNR)05,055+5,05503880.30%+388
INVESCO QQQ TR5,1274,500-6272,9593,3142.55%+355
AMERICAN EXPRESS CO(AXP)8201,765+9452485970.46%+349
APPLE INC(AAPL)9,9219,901-202,5182,8652.21%+347
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
14,62514,660+352,8073,1192.40%+312
CARDINAL HEALTH INC(CAH)01,220+1,22002900.22%+290
VANGUARD WHITEHALL FDS17,91920,134+2,2151,6891,9771.52%+288
AMERICAN CENTY ETF TR16,77019,142+2,3721,4231,7071.32%+285
HONEYWELL INTL INC01,210+1,21002710.21%+271
HONEYWELL AEROSPACE INC01,210+1,21002680.21%+268
BOOKING HOLDINGS INC(BKNG)01,408+1,40802510.19%+251
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
40,66543,720+3,0553,3653,6132.79%+248
SCHWAB STRATEGIC TR47,64449,444+1,8001,1961,4321.10%+236
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
54,18458,344+4,1603,2273,4412.65%+214
AMAZON COM INC(AMZN)0850+85002030.16%+203
ALPHABET INC(GOOG)5,4624,855-6071,5671,7151.32%+149
VISA INC(V)3,0053,080+759081,0570.81%+148
NORTHERN LTS FD TR IV
INSPIRE 500 ETF
1,4201,715+2953564910.38%+135
NVIDIA CORPORATION(NVDA)6,4366,191-2451,1221,2390.95%+116
ISHARES TR8,2057,660-5451,0201,1360.88%+116
VANGUARD INDEX FDS12,15110,838-1,3133,8984,0103.09%+112
JPMORGAN CHASE & CO(JPM)6,4156,095-3201,8871,9951.54%+108
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
4,9455,755+8102333330.26%+100
SPDR SERIES TRUST
ST STR AGGRE ETF
26,84830,691+3,8436887830.60%+95
INTERNATIONAL BUSINESS MACHS(IBM)2,0412,044+34955750.44%+80
SPDR SERIES TRUST
ST STR RATE ETF
108,025110,235+2,2103,3253,4012.62%+76
SCHWAB STRATEGIC TR8,7039,190+4872693390.26%+69
PACER FDS TR
US CASH COWS 100
96,96598,477+1,5126,0666,1254.72%+59
CALAMOS CONV & HIGH INCOME F
COM SHS
10,26012,515+2,2551121700.13%+59
BERKSHIRE HATHAWAY INC DEL3,1453,110-351,5071,5561.20%+49
SPDR INDEX SHS FDS
ST STR PO EX ETF
5,4355,889+4542482970.23%+49
DOMINION ENERGY INC(D)6,1016,226+1253774250.33%+48
HOME DEPOT INC(HD)1,9421,947+56396870.53%+48
SCHWAB STRATEGIC TR11,74512,788+1,0433604060.31%+45
MICROSOFT CORP(MSFT)6,4676,526+592,3942,4341.88%+40
ISHARES TR5,5226,288+7662903300.25%+39
COCA COLA CO(KO)4,9545,064+1103774120.32%+35
CHUBB LIMITED
COM
920981+613003340.26%+34
VANGUARD ADMIRAL FDS INC3,1252,950-1753573850.30%+27
DANAHER CORP DEL(DHR)3,0753,156+815836010.46%+18
THERMO FISHER SCIENTIFIC INC(TMO)1,5351,540+57547720.60%+18
ILLINOIS TOOL WKS INC(ITW)1,5551,55504054210.32%+16
DISNEY WALT CO(DIS)2,2502,386+1362172300.18%+13
PROCTER & GAMBLE CO(PG)4,1164,141+255956070.47%+13
VANECK ETF TRUST
PREFERRED SECURT
22,24022,365+1253903990.31%+9
RTX CORPORATION(RTX)2,2772,27704394320.33%-7
GILEAD SCIENCES INC(GILD)2,2722,402+1303173030.23%-13
ORACLE CORP(ORCL)5,7255,655-708428290.64%-13
BLACKROCK INC(BLK)508494-144894750.37%-14
SPDR SERIES TRUST
ST SHO TREAS ETF
32,01731,569-4489349160.71%-18
NEXTERA ENERGY INC(NEE)7,7507,775+257206820.53%-37
BONDBLOXX ETF TRUST
BLOOMBERG TWO YR
5,9955,072-9232962480.19%-47
AMGEN INC(AMGN)1,5421,348-1945434880.38%-54
VERIZON COMMUNICATIONS INC(VZ)9,1509,400+2504593980.31%-61
JOHNSON & JOHNSON(JNJ)4,7294,294-4351,1561,0910.84%-65
BONDBLOXX ETF TRUST
BLOOMBERG THREE
9,0557,790-1,2654483820.29%-66
CHEVRON CORPORATION(CVX)1,6691,66903452770.21%-69
LOWES COS INC(LOW)2,2601,975-2855344350.34%-99
WALMART INC(WMT)7,7957,610-1859698620.66%-107
COSTCO WHOLESALE CORPORATION(COST)761690-717586450.50%-113
VANGUARD SPECIALIZED FUNDS5,8404,825-1,0151,2561,1420.88%-114
WISDOMTREE TR(WT)7,6706,025-1,6456255050.39%-120
TJX COS INC NEW(TJX)4,7254,180-5457556330.49%-121
EXXON MOBIL CORP5,0454,947-988566760.52%-180
ALPHABET INC(GOOG)8700-8702500—-250
SNAP ON INC(SNA)1,0500-1,0503810—-381
HONEYWELL INTL INC(HON)2,4590-2,4595560—-556
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
8,1520-8,1521,9370—-1,937
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Tandem Investment Partners LLC — 13F Holdings — Q2 2026 | TickerTrail