Tandem Investment Partners LLC
Net seller this quarter
$130M
45
-$720K
23.9%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPY | $8.24M | 6.35% | Not reported | -4.7% | Q4 2024 |
| MDY | $4.17M | 3.21% | Not reported | -1.5% | Q4 2024 |
| SPMD | $3.47M | 2.67% | Not reported | +2.3% | Q1 2025 |
 QQQ | $3.31M | 2.55% | Not reported | -12.2% | Q4 2024 |
 AAPL | $2.86M | 2.21% | 0.00% | -0.2% | Q4 2024 |
 MSFT | $2.43M | 1.88% | 0.00% | +0.9% | Q4 2024 |
 JPM | $2M | 1.54% | 0.00% | -5.0% | Q4 2024 |
 GOOG | $1.72M | 1.32% | Not reported | -11.1% | Q4 2024 |
 BRK.B | $1.56M | 1.20% | Not reported | -1.1% | Q4 2024 |
 NVDA | $1.24M | 0.95% | 0.00% | -3.8% | Q4 2024 |
 JNJ | $1.09M | 0.84% | 0.00% | -9.2% | Q4 2024 |
 V | $1.06M | 0.81% | 0.00% | +2.5% | Q4 2024 |
| SPTS | $916K | 0.71% | Not reported | -1.4% | Q4 2024 |
 WMT | $862K | 0.66% | 0.00% | -2.4% | Q4 2024 |
 ORCL | $829K | 0.64% | 0.00% | -1.2% | Q4 2024 |
| SPAB | $783K | 0.60% | Not reported | +14.3% | Q4 2024 |
 TMO | $772K | 0.60% | 0.00% | +0.3% | Q4 2024 |
 HD | $687K | 0.53% | 0.00% | +0.3% | Q4 2024 |
 NEE | $682K | 0.53% | 0.00% | +0.3% | Q4 2024 |
 XOM | $676K | 0.52% | 0.00% | -1.9% | Q4 2024 |
 COST | $645K | 0.50% | 0.00% | -9.3% | Q4 2024 |
 TJX | $633K | 0.49% | 0.00% | -11.5% | Q4 2024 |
 PG | $607K | 0.47% | 0.00% | +0.6% | Q4 2024 |
 DHR | $601K | 0.46% | 0.00% | +2.6% | Q4 2024 |
 AXP | $597K | 0.46% | 0.00% | +115.2% | Q4 2024 |
 IBM | $575K | 0.44% | 0.00% | +0.2% | Q4 2024 |
 AMGN | $488K | 0.38% | 0.00% | -12.6% | Q4 2024 |
 BLK | $475K | 0.37% | 0.00% | -2.8% | Q4 2024 |
 LOW | $435K | 0.34% | 0.00% | -12.6% | Q4 2024 |
 RTX | $432K | 0.33% | 0.00% | Not reported | Q4 2024 |
 D | $425K | 0.33% | 0.00% | +2.1% | Q3 2025 |
 ITW | $421K | 0.32% | 0.00% | Not reported | Q4 2024 |
 KO | $412K | 0.32% | 0.00% | +2.2% | Q4 2024 |
 VZ | $398K | 0.31% | 0.00% | +2.7% | Q4 2024 |
 PNR | $388K | 0.30% | 0.00% | New | Q2 2026 |
 CB | $334K | 0.26% | 0.00% | +6.6% | Q3 2025 |
 GILD | $303K | 0.23% | 0.00% | +5.7% | Q4 2025 |
 CAH | $290K | 0.22% | 0.00% | New | Q2 2026 |
 CVX | $277K | 0.21% | 0.00% | Not reported | Q4 2024 |
 HON | $271K | 0.21% | 0.00% | -1.6% | Q4 2024 |
 HONA | $268K | 0.21% | Not reported | -1.6% | Q2 2026 |
 BKNG | $251K | 0.19% | 0.00% | New | Q2 2026 |
 DIS | $230K | 0.18% | 0.00% | +6.0% | Q1 2026 |
 AMZN | $203K | 0.16% | 0.00% | New | Q2 2026 |
 CHY | $170K | 0.13% | Not reported | +22.0% | Q1 2026 |
| Q1 2026 | |||||
| SPY | $7.53M | 6.38% | Not reported | -2.6% | Q4 2024 |
| MDY | $3.71M | 3.14% | Not reported | -2.6% | Q4 2024 |
| SPMD | $2.97M | 2.52% | Not reported | +2.3% | Q1 2025 |
| QQQ | $2.96M | 2.51% | Not reported | -2.4% | Q4 2024 |
| AAPL | $2.52M | 2.13% | 0.00% | -0.4% | Q4 2024 |
| MSFT | $2.39M | 2.03% | 0.00% | +5.4% | Q4 2024 |
| JPM | $1.89M | 1.60% | 0.00% | -2.0% | Q4 2024 |
| GOOG | $1.57M | 1.33% | Not reported | -2.3% | Q4 2024 |
| BRK.B | $1.51M | 1.28% | Not reported | -1.4% | Q4 2024 |
| JNJ | $1.16M | 0.98% | 0.00% | -12.4% | Q4 2024 |
| NVDA | $1.12M | 0.95% | 0.00% | +10.4% | Q4 2024 |
| WMT | $969K | 0.82% | 0.00% | -9.5% | Q4 2024 |
| SPTS | $934K | 0.79% | Not reported | -8.1% | Q4 2024 |
| V | $908K | 0.77% | 0.00% | +1.2% | Q4 2024 |
| XOM | $856K | 0.73% | 0.00% | -16.6% | Q4 2024 |
| ORCL | $842K | 0.71% | 0.00% | -0.4% | Q4 2024 |
| COST | $758K | 0.64% | 0.00% | -10.6% | Q4 2024 |
| TJX | $755K | 0.64% | 0.00% | -2.7% | Q4 2024 |
| TMO | $754K | 0.64% | 0.00% | -1.6% | Q4 2024 |
| NEE | $720K | 0.61% | 0.00% | -4.0% | Q4 2024 |
| SPAB | $688K | 0.58% | Not reported | +7.9% | Q4 2024 |
| HD | $639K | 0.54% | 0.00% | -3.1% | Q4 2024 |
| PG | $595K | 0.50% | 0.00% | -5.5% | Q4 2024 |
| DHR | $583K | 0.49% | 0.00% | +1.2% | Q4 2024 |
| HON | $556K | 0.47% | 0.00% | -9.9% | Q4 2024 |
| AMGN | $543K | 0.46% | 0.00% | -8.7% | Q4 2024 |
| LOW | $534K | 0.45% | 0.00% | -9.6% | Q4 2024 |
| IBM | $495K | 0.42% | 0.00% | +8.3% | Q4 2024 |
| BLK | $489K | 0.41% | 0.00% | -12.7% | Q4 2024 |
| VZ | $459K | 0.39% | 0.00% | -7.3% | Q4 2024 |
| RTX | $439K | 0.37% | 0.00% | -7.1% | Q4 2024 |
| ITW | $405K | 0.34% | 0.00% | -21.5% | Q4 2024 |
 SNA | $381K | 0.32% | 0.00% | -19.5% | Q4 2024 |
| D | $377K | 0.32% | 0.00% | +0.7% | Q3 2025 |
| KO | $377K | 0.32% | 0.00% | -6.3% | Q4 2024 |
| CVX | $345K | 0.29% | 0.00% | -1.8% | Q4 2024 |
| GILD | $317K | 0.27% | 0.00% | +6.7% | Q4 2025 |
| CB | $300K | 0.25% | 0.00% | -1.1% | Q3 2025 |
| GOOGL | $250K | 0.21% | 0.00% | -8.4% | Q4 2024 |
| AXP | $248K | 0.21% | 0.00% | Not reported | Q4 2024 |
| DIS | $217K | 0.18% | 0.00% | New | Q1 2026 |
| CHY | $112K | 0.09% | Not reported | New | Q1 2026 |
| Q4 2025 | |||||
| SPY | $8.11M | 6.84% | Not reported | -1.9% | Q4 2024 |
| MDY | $3.72M | 3.14% | Not reported | -2.2% | Q4 2024 |
| QQQ | $3.23M | 2.72% | Not reported | -6.2% | Q4 2024 |
| MSFT | $2.97M | 2.50% | 0.00% | -9.1% | Q4 2024 |
| SPMD | $2.84M | 2.40% | Not reported | -0.7% | Q1 2025 |
| AAPL | $2.71M | 2.28% | 0.00% | -10.8% | Q4 2024 |
| JPM | $2.11M | 1.78% | 0.00% | -15.1% | Q4 2024 |
| GOOG | $1.75M | 1.48% | Not reported | -19.6% | Q4 2024 |
| BRK.B | $1.6M | 1.35% | Not reported | -14.7% | Q4 2024 |
| ORCL | $1.12M | 0.94% | 0.00% | -13.9% | Q4 2024 |
| JNJ | $1.12M | 0.94% | 0.00% | -13.4% | Q4 2024 |
| NVDA | $1.09M | 0.92% | 0.00% | -0.2% | Q4 2024 |
| V | $1.04M | 0.88% | 0.00% | -12.5% | Q4 2024 |
| SPTS | $1.02M | 0.86% | Not reported | -13.8% | Q4 2024 |
| WMT | $960K | 0.81% | 0.00% | -21.5% | Q4 2024 |
| TMO | $904K | 0.76% | 0.00% | -14.4% | Q4 2024 |
| TJX | $746K | 0.63% | 0.00% | -15.9% | Q4 2024 |
| COST | $734K | 0.62% | 0.00% | -14.0% | Q4 2024 |
| XOM | $728K | 0.61% | 0.00% | -14.5% | Q4 2024 |
| DHR | $696K | 0.59% | 0.00% | -11.9% | Q4 2024 |
| HD | $690K | 0.58% | 0.00% | -10.1% | Q4 2024 |
| NEE | $648K | 0.55% | 0.00% | -11.5% | Q4 2024 |
| SPAB | $641K | 0.54% | Not reported | +16.9% | Q4 2024 |
| PG | $624K | 0.53% | 0.00% | -11.0% | Q4 2024 |
| BLK | $623K | 0.53% | 0.00% | -18.8% | Q4 2024 |
| LOW | $603K | 0.51% | 0.00% | -13.9% | Q4 2024 |
| IBM | $558K | 0.47% | 0.00% | -15.7% | Q4 2024 |
| AMGN | $552K | 0.47% | 0.00% | -17.3% | Q4 2024 |
| HON | $532K | 0.45% | 0.00% | -13.6% | Q4 2024 |
| ITW | $488K | 0.41% | 0.00% | -15.1% | Q4 2024 |
| SNA | $450K | 0.38% | 0.00% | -15.0% | Q4 2024 |
| RTX | $450K | 0.38% | 0.00% | -14.4% | Q4 2024 |
| VZ | $402K | 0.34% | 0.00% | -11.1% | Q4 2024 |
| KO | $369K | 0.31% | 0.00% | -14.6% | Q4 2024 |
| D | $355K | 0.30% | 0.00% | -16.6% | Q3 2025 |
| AXP | $303K | 0.26% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $297K | 0.25% | 0.00% | -13.2% | Q4 2024 |
| CB | $290K | 0.24% | 0.00% | -16.2% | Q3 2025 |
| GILD | $261K | 0.22% | 0.00% | New | Q4 2025 |
| CVX | $259K | 0.22% | 0.00% | -14.6% | Q4 2024 |
| Q3 2025 | |||||
| SPY | $8.07M | 6.63% | Not reported | -0.5% | Q4 2024 |
| MDY | $3.76M | 3.09% | Not reported | -1.0% | Q4 2024 |
| MSFT | $3.5M | 2.87% | 0.00% | +2.6% | Q4 2024 |
| QQQ | $3.36M | 2.76% | Not reported | -4.7% | Q4 2024 |
| AAPL | $2.84M | 2.34% | 0.00% | -0.9% | Q4 2024 |
| SPMD | $2.83M | 2.32% | Not reported | +0.2% | Q1 2025 |
| JPM | $2.43M | 2.00% | 0.00% | -1.7% | Q4 2024 |
| BRK.B | $1.88M | 1.54% | Not reported | -0.5% | Q4 2024 |
| ORCL | $1.88M | 1.54% | 0.00% | -10.5% | Q4 2024 |
| GOOG | $1.69M | 1.39% | Not reported | -5.3% | Q4 2024 |
| SPTS | $1.19M | 0.97% | Not reported | +176.2% | Q4 2024 |
| V | $1.16M | 0.95% | 0.00% | +0.3% | Q4 2024 |
| JNJ | $1.16M | 0.95% | 0.00% | -1.9% | Q4 2024 |
| WMT | $1.13M | 0.93% | 0.00% | -0.8% | Q4 2024 |
| NVDA | $1.09M | 0.90% | 0.00% | -0.7% | Q4 2024 |
| COST | $916K | 0.75% | 0.00% | +1.1% | Q4 2024 |
| HD | $904K | 0.74% | 0.00% | -2.2% | Q4 2024 |
| TMO | $884K | 0.73% | 0.00% | +0.1% | Q4 2024 |
| BLK | $836K | 0.69% | 0.00% | Not reported | Q4 2024 |
| TJX | $834K | 0.69% | 0.00% | -2.9% | Q4 2024 |
| XOM | $798K | 0.66% | 0.00% | +0.1% | Q4 2024 |
| PG | $752K | 0.62% | 0.00% | -0.6% | Q4 2024 |
| LOW | $730K | 0.60% | 0.00% | -2.2% | Q4 2024 |
| NEE | $689K | 0.57% | 0.00% | +194.4% | Q4 2024 |
| DHR | $684K | 0.56% | 0.00% | -0.3% | Q4 2024 |
| HON | $665K | 0.55% | 0.00% | +0.6% | Q4 2024 |
| IBM | $630K | 0.52% | 0.00% | -0.7% | Q4 2024 |
| ITW | $608K | 0.50% | 0.00% | -0.4% | Q4 2024 |
| AMGN | $576K | 0.47% | 0.00% | -0.2% | Q4 2024 |
| SPAB | $550K | 0.45% | Not reported | +6.0% | Q4 2024 |
| SNA | $532K | 0.44% | 0.00% | -1.3% | Q4 2024 |
| VZ | $488K | 0.40% | 0.00% | -1.2% | Q4 2024 |
| RTX | $479K | 0.39% | 0.00% | -0.7% | Q4 2024 |
| D | $444K | 0.37% | 0.00% | New | Q3 2025 |
| KO | $410K | 0.34% | 0.00% | +1.9% | Q4 2024 |
| CB | $313K | 0.26% | 0.00% | New | Q3 2025 |
| CVX | $309K | 0.25% | 0.00% | -0.5% | Q4 2024 |
 PFE | $289K | 0.24% | 0.00% | -2.2% | Q4 2024 |
| AXP | $272K | 0.22% | 0.00% | Not reported | Q4 2024 |
| GOOGL | $266K | 0.22% | 0.00% | -7.2% | Q4 2024 |