Tandem Investment Partners LLC holds a diversified book of 76 stocks worth $129.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~27-day 13F lag). This quarter they opened SPDR Series Trust and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Vanguard Core Bond ETF at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
21% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Tandem Investment Partners LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| MORGAN STANLEY | 77 / 76 | $500.8B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 76 | $57.7B |
| Cetera Investment Advisers | 77 / 76 | $19.4B |
| OSAIC HOLDINGS, INC. | 77 / 76 | $17.1B |
| NewEdge Advisors, LLC | 77 / 76 | $8.9B |
| CWM, LLC | 77 / 76 | $7.9B |
| IFP Advisors, Inc | 77 / 76 | $1.4B |
| ROYAL BANK OF CANADA | 76 / 76 | $138.2B |
Ranked by the share of each fund's own book sitting in the names it shares with Tandem Investment Partners LLC: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Vanguard Malvern FDS CORE BD ETF | $8.6M | 111.5K | 6.6% | ▲+7.1% Added · +7K sh | |
| 2 | SPDR Series Trust ST STR P500ETF | $8.5M | 96.5K | 6.5% | ▲+2.9% Added · +3K sh | |
| 3 | State STR SPDR S&P 500 ETF T TR UNIT | $8.2M | 11.0K | 6.3% | ▼−4.7% Reduced · −545 sh | |
| 4 | Vanguard Star FDS VG TL INTL STK F | $6.5M | 76.0K | 5.0% | ▲+1.1% Added · +825 sh | |
| 5 | Pacer FDS TR US CASH COWS 100 | $6.1M | 98.5K | 4.7% | ▲+1.6% Added · +2K sh | |
| 6 | Vanguard World FD INF TECH ETF | $5.8M | 48.7K | 4.5% | ▲+601% Added · +42K sh | |
| 7 | Pacer FDS TR US LRG CP CASH | $5.1M | 127.5K | 3.9% | ▲+2.6% Added · +3K sh | |
| 8 | State STR SPDR S&P Midcap 40 UTSER1 S&PDCRP | $4.2M | 5.9K | 3.2% | ▼−1.5% Reduced · −88 sh | |
| 9 | Vanguard Index FDS TOTAL STK MKT | $4.0M | 10.8K | 3.1% | ▼−11% Reduced · −1K sh | |
| 10 | Select Sector SPDR TR ST STR CARE ETF | $3.8M | 23.6K | 2.9% | ▲+7.8% Added · +2K sh | |
| 11 | Vanguard Scottsdale FDS INT-TERM CORP | $3.6M | 43.7K | 2.8% | ▲+7.5% Added · +3K sh | |
| 12 | SPDR Series Trust ST STR P400MID | $3.5M | 51.3K | 2.7% | ▲+2.3% Added · +1K sh | |
| 13 | Vanguard Scottsdale FDS INTER TERM TREAS | $3.4M | 58.3K | 2.7% | ▲+7.7% Added · +4K sh | |
| 14 | SPDR Series Trust ST STR RATE ETF | $3.4M | 110.2K | 2.6% | ▲+2.0% Added · +2K sh | |
| 15 | Invesco QQQ TR UNIT SER 1 | $3.3M | 4.5K | 2.6% | ▼−12% Reduced · −627 sh | |
| 16 | Invesco Exchange Traded FD T S&P500 EQL WGT | $3.1M | 14.7K | 2.4% | ▲+0.2% Added · +35 sh | |
| 17 | Apple Inc COM | $2.9M | 9.9K | 2.2% | ▼−0.2% Reduced · −20 sh | |
| 18 | SPDR Series Trust ST STR SP600 SML | $2.8M | 47.9K | 2.1% | ▲+0.8% Added · +365 sh | |
| 19 | Microsoft Corp COM | $2.4M | 6.5K | 1.9% | ▲+0.9% Added · +59 sh | |
| 20 | SPDR Series Trust STATE STREET SPD | $2.3M | 94.0K | 1.8% | ▲New New position | |
| 21 | JPMorgan Chase & Co COM | $2.0M | 6.1K | 1.5% | ▼−5.0% Reduced · −320 sh | |
| 22 | Vanguard Whitehall FDS INTL HIGH ETF | $2.0M | 20.1K | 1.5% | ▲+12% Added · +2K sh | |
| 23 | Alphabet Inc CAP STK CL C | $1.7M | 4.9K | 1.3% | ▼−11% Reduced · −607 sh | |
| 24 | American Centy ETF TR INTL EQT ETF | $1.7M | 19.1K | 1.3% | ▲+14% Added · +2K sh | |
| 25 | Vanguard Index FDS S&P 500 ETF SHS | $1.7M | 2.4K | 1.3% | ▲+29% Added · +545 sh | |
| 26 | Berkshire Hathaway Inc Del CL B NEW | $1.6M | 3.1K | 1.2% | ▼−1.1% Reduced · −35 sh | |
| 27 | Schwab Strategic TR US BRD MKT ETF | $1.4M | 49.4K | 1.1% | ▲+3.8% Added · +2K sh | |
| 28 | Nvidia Corporation COM | $1.2M | 6.2K | 1.0% | ▼−3.8% Reduced · −245 sh | |
| 29 | Vanguard Specialized Funds DIV APP ETF | $1.1M | 4.8K | 0.9% | ▼−17% Reduced · −1K sh | |
| 30 | Ishares TR CORE S&P SCP ETF | $1.1M | 7.7K | 0.9% | ▼−6.6% Reduced · −545 sh | |
| 31 | Johnson & Johnson COM | $1.1M | 4.3K | 0.8% | ▼−9.2% Reduced · −435 sh | |
| 32 | Visa Inc COM CL A | $1.1M | 3.1K | 0.8% | ▲+2.5% Added · +75 sh | |
| 33 | SPDR Series Trust ST SHO TREAS ETF | $916K | 31.6K | 0.7% | ▼−1.4% Reduced · −448 sh | |
| 34 | Walmart Inc COM | $862K | 7.6K | 0.7% | ▼−2.4% Reduced · −185 sh | |
| 35 | Oracle Corp COM | $829K | 5.7K | 0.6% | ▼−1.2% Reduced · −70 sh | |
| 36 | SPDR Series Trust ST STR AGGRE ETF | $783K | 30.7K | 0.6% | ▲+14% Added · +4K sh | |
| 37 | Thermo Fisher Scientific Inc COM | $772K | 1.5K | 0.6% | ▲+0.3% Added · +5 sh | |
| 38 | Home Depot Inc COM | $687K | 1.9K | 0.5% | ▲+0.3% Added · +5 sh | |
| 39 | NextEra Energy Inc COM | $682K | 7.8K | 0.5% | ▲+0.3% Added · +25 sh | |
| 40 | Exxon Mobil Corp COM | $676K | 4.9K | 0.5% | ▼−1.9% Reduced · −98 sh | |
| 41 | Costco Wholesale Corporation COM | $645K | 690 | 0.5% | ▼−9.3% Reduced · −71 sh | |
| 42 | TJX Cos Inc New COM | $633K | 4.2K | 0.5% | ▼−12% Reduced · −545 sh | |
| 43 | Procter & Gamble Co COM | $607K | 4.1K | 0.5% | ▲+0.6% Added · +25 sh | |
| 44 | Danaher Corp Del COM | $601K | 3.2K | 0.5% | ▲+2.6% Added · +81 sh | |
| 45 | American Express Co COM | $597K | 1.8K | 0.5% | ▲+115% Added · +945 sh | |
| 46 | International Business Machs COM | $575K | 2.0K | 0.4% | ▲+0.1% Added · +3 sh | |
| 47 | Wisdomtree TR INTL SMCAP DIV | $505K | 6.0K | 0.4% | ▼−21% Reduced · −2K sh | |
| 48 | Northern LTS FD TR IV INSPIRE 500 ETF | $491K | 1.7K | 0.4% | ▲+21% Added · +295 sh | |
| 49 | Amgen Inc COM | $488K | 1.3K | 0.4% | ▼−13% Reduced · −194 sh | |
| 50 | BlackRock Inc COM | $475K | 494 | 0.4% | ▼−2.8% Reduced · −14 sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2056333/holdings"
Use Arkolith to show Tandem Investment Partners LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
| Quarter | As of | Filed | Positions | Value | Form |
|---|---|---|---|---|---|
| Q2 2026 | Jun 30, 2026 | Jul 27, 2026 | 76 | $129.7M | 13F-HR |
| Q1 2026 | Mar 31, 2026 | May 13, 2026 | 73 | $118.0M | 13F-HR |
| Q4 2025 | Dec 31, 2025 | Jan 21, 2026 | 70 | $118.6M | 13F-HR |
| Q3 2025 | Sep 30, 2025 | Oct 24, 2025 | 69 | $121.7M | 13F-HR |
| Q2 2025 | Jun 30, 2025 | Jul 22, 2025 | 69 | $114.7M | 13F-HR |
| Q1 2025 | Mar 31, 2025 | May 9, 2025 | 64 | $101.2M | 13F-HR |
| Q4 2024 | Dec 31, 2024 | Feb 13, 2025 | 62 | $104.5M | 13F-HR |
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.