Tandem Investment Partners LLC Portfolio Holdings

Tandem Investment Partners LLC

  • $101 Billion
  • Q1 2025

Tandem Investment Partners LLC has filed its 13F form on May 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $101 Billion distributed in 64 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 $7.62B, Spdr Portfolio S&P 500 ETF (Ma with a value of $5.84B, Vanguard Malvern Fds with a value of $5.6B, Vanguard Dividend Appreciation with a value of $5.43B, and Vanguard Star Fd Vanguard Tota with a value of $5.04B.

Examining the 13F form we can see an decrease of $3.24B in the current position value, from $104B to 101B.

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 $101 Billion
ETFs: $70.2 Billion
Technology: $6.75 Billion
Financial Services: $4.83 Billion
Healthcare: $3.74 Billion
Consumer Defensive: $2.79 Billion
Consumer Cyclical: $1.97 Billion
Industrials: $1.85 Billion
Communication Services: $1.44 Billion
Other: $1.23 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.37T
$2.33 Billion 2.31% of portfolio
6,218
Q1 2025 Reduced 0.16%
$3.25T
$2.31 Billion 2.28% of portfolio
10,391
Q1 2025 Reduced 1.08%
$660B
$1.82 Billion 1.79% of portfolio
3,412
Q1 2025 Reduced 0.55%
$766B
$1.74 Billion 1.71% of portfolio
7,075
Q1 2025 Reduced 2.83%
$586B
$1.05 Billion 1.04% of portfolio
3,010
Q4 2024 New
$1.03T
$989 Million 0.98% of portfolio
6,329
Q1 2025 Added 1.51%
$424B
$960 Million 0.95% of portfolio
6,870
Q1 2025 Reduced 1.36%
$400B
$937 Million 0.93% of portfolio
5,650
Q1 2025 Reduced 0.34%
$262B
$854 Million 0.84% of portfolio
9,730
Q4 2024 New
$454B
$819 Million 0.81% of portfolio
866
Q1 2025 Reduced 9.22%
$156B
$770 Million 0.76% of portfolio
1,548
Q1 2025 Added 0.39%
$380B
$752 Million 0.74% of portfolio
2,052
Q1 2025 Reduced 0.48%
$392B
$749 Million 0.74% of portfolio
4,394
Q4 2024 New
$432B
$721 Million 0.71% of portfolio
6,060
Q1 2025 Reduced 0.08%
$328B
$656 Million 0.65% of portfolio
6,050
Q1 2025 Added 3.95%
$136B
$630 Million 0.62% of portfolio
3,075
Q1 2025 Added 1.99%
$283B
$601 Million 0.59% of portfolio
1,147
Q1 2025 Reduced 0.09%
$141B
$592 Million 0.59% of portfolio
2,540
Q4 2024 New
$149B
$586 Million 0.58% of portfolio
2,769
Q1 2025 Added 1.28%
$145B
$544 Million 0.54% of portfolio
1,747
Q4 2024 New
$75.2B
$496 Million 0.49% of portfolio
2,001
Q4 2024 New
$234B
$487 Million 0.48% of portfolio
1,959
Q1 2025 Reduced 1.9%
$184B
$456 Million 0.45% of portfolio
10,050
Q1 2025 Reduced 0.74%
$17.1B
$443 Million 0.44% of portfolio
1,315
Q1 2025 Added 0.38%
$311B
$369 Million 0.36% of portfolio
5,154
Q4 2024 New
$198B
$327 Million 0.32% of portfolio
2,470
Q1 2025 Added 0.16%
$265B
$286 Million 0.28% of portfolio
1,709
Q4 2024 New
$129B
$259 Million 0.26% of portfolio
10,230
Q1 2025 Added 0.94%
$141B
$220 Million 0.22% of portfolio
3,100
Q4 2024 New
$214B
$221 Million 0.22% of portfolio
820
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 64
  • Current Value $101 Billion
  • Prior Value $104 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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