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 $2 Billions to $10 Billions

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

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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