Data as of Q4 2025 (Dec 31, 2025)

Tandem Investment Partners LLC

•CIK: 2056333•Filing: Q4 2025

Tandem Investment Partners LLC manages $119M across a diversified portfolio of 70 positions. The fund exhibits significant exposure to broad market indices and sector leaders, with top holdings including SPY at $8.1M and VCRB at $7.4M. Notable allocations further include SPYM ($6.9M), VXUS ($5.9M), and COWZ ($5.9M). This structure suggests a tactical approach balancing core market exposure with targeted sector and international overweighting.

Total AUM
$118.6M
QoQ Performance
-2.6%
Positions
55
Top 10 Concentration
45.7%
Latest Filing
Q4 2025

Top Holdings Allocation

SPY
VCRB
SPYM
SPY6.8%
VCRB6.2%
SPYM5.8%
VXUS5.0%
COWZ4.9%
VGT4.3%
VTI3.8%
MDY3.1%

📈 Biggest Buys

COWG
PACER FDS TR
+50.3%
2.9% of portfolio
VCRB
VANGUARD MALVERN FDS
+13.1%
6.2% of portfolio
GILD
GILEAD SCIENCES INC
NEW
0.2% of portfolio
VGIT
VANGUARD SCOTTSDALE FDS
+9.0%
2.5% of portfolio
SPDW
SPDR INDEX SHS FDS
NEW
0.2% of portfolio

📉 Biggest Sells

VIG
VANGUARD SPECIALIZED FUNDS
-37.2%
1.9% of portfolio
VGT
VANGUARD WORLD FD
-9.7%
4.3% of portfolio
GOOG
ALPHABET INC
-19.6%
1.5% of portfolio
VTI
VANGUARD INDEX FDS
-8.3%
3.8% of portfolio
JPM
JPMORGAN CHASE & CO.
-15.1%
1.8% of portfolio

Sector Breakdown

Other69.8%
Technology8.8%
ETF7.9%
Financial5.4%
Healthcare3.0%
Consumer2.5%
Utilities0.8%
Industrial0.8%

🚪 Exited Positionssold since Q3 2025

PFE
PFIZER INC
SOLD
$289.5K

Changes from Q3 2025

NEW2 new positions
↑15 increased
↓51 decreased

Historical Filings

Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024

📌 Top Holdings

SPY6.8%
SPDR S&P 500 ETF TR
$8.1M
VCRB6.2%
VANGUARD MALVERN FDS
$7.4M
SPYM5.8%
SPDR SERIES TRUST
$6.9M
VXUS5.0%
VANGUARD STAR FDS
$5.9M
COWZ4.9%
PACER FDS TR
$5.9M

⚖️ Compare Fund

Compare this fund's holdings with other hedge funds.

🎯 Fund Movement Signals

See AI-analyzed fund movement signals and accumulation patterns.

👤 Insider Trading

See what corporate insiders are buying and selling.