Tandem Investment Partners LLC Portfolio Holdings

Tandem Investment Partners LLC

  • $104 Billion
  • Q4 2024

Tandem Investment Partners LLC has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $104 Billion distributed in 62 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 $14.7B, Spdr S&P Midcap 400 ETF Trust with a value of $6.2B, Vanguard Dividend Appreciation with a value of $5.59B, Vanguard Malvern Fds with a value of $5.37B, and Pacer Fds Tr Us Cash Cows 100 with a value of $4.95B.

Examining the 13F form we can see an increase of $104B in the current position value.

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 $104 Billion
ETFs: $72.9 Billion
Technology: $7.64 Billion
Financial Services: $4.5 Billion
Healthcare: $3.62 Billion
Consumer Defensive: $2.81 Billion
Consumer Cyclical: $2.05 Billion
Industrials: $1.86 Billion
Communication Services: $1.81 Billion
Other: $1.12 Billion

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.93T
$2.63 Billion 2.52% of portfolio
10,504
Q4 2024 New
$3.04T
$2.63 Billion 2.51% of portfolio
6,228
Q4 2024 New
$811B
$1.75 Billion 1.67% of portfolio
7,281
Q4 2024 New
$624B
$1.56 Billion 1.49% of portfolio
3,431
Q4 2024 New
$1.14T
$1.19 Billion 1.14% of portfolio
6,235
Q4 2024 New
$470B
$1.16 Billion 1.11% of portfolio
6,965
Q4 2024 New
$578B
$951 Million 0.91% of portfolio
3,010
Q4 2024 New
$282B
$879 Million 0.84% of portfolio
9,730
Q4 2024 New
$474B
$874 Million 0.84% of portfolio
954
Q4 2024 New
$408B
$820 Million 0.78% of portfolio
5,669
Q4 2024 New
$208B
$802 Million 0.77% of portfolio
1,542
Q4 2024 New
$419B
$802 Million 0.77% of portfolio
2,062
Q4 2024 New
$346B
$782 Million 0.75% of portfolio
5,820
Q4 2024 New
$386B
$737 Million 0.7% of portfolio
4,394
Q4 2024 New
$451B
$652 Million 0.62% of portfolio
6,065
Q4 2024 New
$490B
$581 Million 0.56% of portfolio
1,148
Q4 2024 New
$298B
$321 Million 0.31% of portfolio
5,154
Q4 2024 New
$304B
$248 Million 0.24% of portfolio
1,709
Q4 2024 New
$232B
$243 Million 0.23% of portfolio
820
Q4 2024 New
$1.11T
$221 Million 0.21% of portfolio
1,165
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 62
  • Current Value $104 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 13, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 62 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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