Tandem Investment Partners LLC Portfolio Holdings

Tandem Investment Partners LLC

  • $115 Billion
  • Q2 2025

Tandem Investment Partners LLC has filed its 13F form on July 22, 2025 for Q2 2025 where it was disclosed a total value porftolio of $115 Billion distributed in 69 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 $7.53B, Spdr Portfolio S&P 500 ETF (Ma with a value of $6.49B, Vanguard Malvern Fds with a value of $6B, Vanguard Dividend Appreciation with a value of $5.77B, and Vanguard Star Fd Vanguard Tota with a value of $5.7B.

Examining the 13F form we can see an increase of $13.4B in the current position value, from $101B to 115B.

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 $115 Billion
ETFs: $78.4 Billion
Technology: $8.81 Billion
Financial Services: $5.56 Billion
Healthcare: $3.68 Billion
Consumer Defensive: $3.26 Billion
Consumer Cyclical: $2.23 Billion
Industrials: $2.21 Billion
Communication Services: $2 Billion
Other: $1.26 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$7.53 Billion 6.57% of portfolio
12,185
Q2 2025 Reduced 10.6%
$0
$6.49 Billion 5.66% of portfolio
89,297
Q2 2025 Added 0.62%
Vanguard Malvern Fds
-
$6 Billion 5.23% of portfolio
-
Q2 2025 Added 6.81%
$0
$5.77 Billion 5.03% of portfolio
28,177
Q2 2025 Added 0.65%
$0
$5.7 Billion 4.97% of portfolio
82,461
Q2 2025 Added 1.67%
$0
$5.39 Billion 4.7% of portfolio
97,851
Q2 2025 Added 8.06%
$0
$5.18 Billion 4.52% of portfolio
7,809
Q2 2025 Added 4.0%
$0
$4.6 Billion 4.01% of portfolio
15,133
Q2 2025 Reduced 0.53%
$0
$3.61 Billion 3.15% of portfolio
6,372
Q2 2025 Reduced 6.47%
$3.95T
$3.28 Billion 2.86% of portfolio
6,585
Q2 2025 Added 5.9%
$0
$3.24 Billion 2.83% of portfolio
5,878
Q2 2025 Reduced 6.21%
$0
$3.06 Billion 2.67% of portfolio
99,220
Q2 2025 Added 3.09%
$0
$2.9 Billion 2.53% of portfolio
21,485
Q2 2025 Added 7.43%
$0
$2.75 Billion 2.4% of portfolio
15,125
Q2 2025 Added 3.95%
$0
$2.75 Billion 2.4% of portfolio
33,195
Q2 2025 Added 8.78%
$0
$2.68 Billion 2.34% of portfolio
49,315
Q2 2025 Added 6.74%
$3.69T
$2.31 Billion 2.02% of portfolio
11,271
Q2 2025 Added 8.47%
$859B
$2.27 Billion 1.98% of portfolio
7,836
Q2 2025 Added 10.76%
$0
$2.13 Billion 1.85% of portfolio
28,295
Q2 2025 Added 2.56%
$0
$1.94 Billion 1.69% of portfolio
45,458
Q2 2025 Added 6.58%
$0
$1.91 Billion 1.67% of portfolio
8,420
Q2 2025 Added 18.59%
$606B
$1.83 Billion 1.59% of portfolio
3,760
Q2 2025 Added 10.2%
$684B
$1.63 Billion 1.42% of portfolio
7,450
Q2 2025 Added 8.44%
$1.24T
$1.3 Billion 1.14% of portfolio
7,338
Q2 2025 Added 15.94%
$551B
$1.2 Billion 1.05% of portfolio
3,385
Q2 2025 Added 12.46%
$0
$1.17 Billion 1.02% of portfolio
2,058
Q2 2025 New
$281B
$1.08 Billion 0.94% of portfolio
11,065
Q2 2025 Added 13.72%
$0
$974 Million 0.85% of portfolio
8,910
Q2 2025 Reduced 1.22%
$452B
$971 Million 0.85% of portfolio
6,357
Q2 2025 Added 12.51%
$0
$979 Million 0.85% of portfolio
5,545
Q2 2025 Added 15.52%
$439B
$969 Million 0.85% of portfolio
979
Q2 2025 Added 13.05%
$0
$958 Million 0.84% of portfolio
40,194
Q2 2025 Reduced 1.33%
$456B
$929 Million 0.81% of portfolio
5,882
Q2 2025 Reduced 2.78%
$405B
$837 Million 0.73% of portfolio
2,282
Q2 2025 Added 11.21%
$368B
$784 Million 0.68% of portfolio
4,924
Q2 2025 Added 12.06%
$442B
$762 Million 0.66% of portfolio
7,065
Q2 2025 Added 16.58%
Blackrock Inc
-
$752 Million 0.66% of portfolio
-
Q2 2025 Added 15.46%
$146B
$731 Million 0.64% of portfolio
3,139
Q2 2025 Added 13.36%
$187B
$738 Million 0.64% of portfolio
1,821
Q2 2025 Added 17.64%
$155B
$734 Million 0.64% of portfolio
5,945
Q2 2025 Added 16.34%
$150B
$683 Million 0.6% of portfolio
3,460
Q2 2025 Added 12.52%
$210B
$663 Million 0.58% of portfolio
2,249
Q2 2025 Added 14.8%
$152B
$659 Million 0.57% of portfolio
2,970
Q2 2025 Added 16.93%
$152B
$572 Million 0.5% of portfolio
2,047
Q2 2025 Added 17.17%
$0
$571 Million 0.5% of portfolio
5,669
Q2 2025 Added 25.98%
$80B
$579 Million 0.5% of portfolio
2,341
Q2 2025 Added 16.99%
$0
$514 Million 0.45% of portfolio
20,082
Q2 2025 Added 1.57%
$182B
$486 Million 0.42% of portfolio
11,235
Q2 2025 Added 11.79%
$17.3B
$484 Million 0.42% of portfolio
1,555
Q2 2025 Added 18.25%

Summary

  • Portfolio
  • No. of Stocks 69
  • Current Value $115 Billion
  • Prior Value $101 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 22, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 9 stocks
Track This Portfolio

Track Tandem Investment Partners LLC Portfolio

Follow Tandem Investment Partners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Tandem Investment Partners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Tandem Investment Partners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email