Tandem Investment Partners LLC has filed its 13F form on January 21, 2026 for Q4 2025 where it was disclosed a total value porftolio of $119 Billion distributed in 70 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $8.11B, Vanguard Malvern Fds with a value of $7.39B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.89B, Vanguard Star Fd Vanguard Tota with a value of $5.92B, and Pacer Fds Tr Us Cash Cows 100 with a value of $5.86B.

Examining the 13F form we can see an decrease of $3.13B in the current position value, from $122B to 119B.

Tandem Investment Partners LLC is based out at Bordentown, NJ

Below you can find more details about Tandem Investment Partners LLC portfolio as well as his latest detailed transactions.

Portfolio value $119 Billion
ETFs: $77.7 Billion
Technology: $8.44 Billion
Financial Services: $5.35 Billion
Healthcare: $3.53 Billion
Consumer Defensive: $2.69 Billion
Communication Services: $2.45 Billion
Consumer Cyclical: $2.04 Billion
Industrials: $1.92 Billion
Other: $1.99 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 70
  • Current Value $119 Billion
  • Prior Value $122 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 21, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 2 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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