Tandem Investment Partners LLC holds a diversified book of 76 stocks worth $129.7M as of Q2 2026 (disclosed Jul 27, 2026, a ~45-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. Cloning the disclosed picks since 2025 would be +16% (+11.0%/yr). That is a simulation of the disclosed long book, not audited returns.
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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.
The reported book (valued from quarter-end) returned +19.1%, a 2.7-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.
Growth of $10,000 cloning Tandem Investment Partners LLC's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.
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 | $505.4B |
| ENVESTNET ASSET MANAGEMENT INC | 77 / 76 | $59.5B |
| Cetera Investment Advisers | 77 / 76 | $20.0B |
| OSAIC HOLDINGS, INC. | 77 / 76 | $17.4B |
| CWM, LLC | 77 / 76 | $8.1B |
| IFP Advisors, Inc | 77 / 76 | $1.4B |
| ROYAL BANK OF CANADA | 76 / 76 | $140.0B |
| Farther Finance Advisors, LLC | 76 / 76 | $2.3B |
Ranked by how many of Tandem Investment Partners LLC's top 76 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
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 |
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 ~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. The performance line is a simulation of the disclosed long book, not an audited return.