Tandem-Investment-Partners

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "AXP",
  "BLK",
  "LOW",
  null,
  "HON",
  "HD",
  "ITW",
  null,
  "HEFA",
  null,
  "MSFT",
  "IJR",
  "ORCL",
  "VGIT",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "PG",
  "VZ",
  "AMGN",
  null,
  null,
  null,
  "SNA",
  "RTX",
  null,
  null,
  "SPLG",
  null,
  "IBM",
  "TMO",
  "TJX",
  "VCIT",
  "VIG",
  null,
  "SCHB",
  "VGT",
  "VXUS",
  null,
  "V",
  "WMT",
  null,
  "SCHD",
  null,
  "DIA",
  null,
  "BRK-B",
  "CVX",
  "KO",
  "COST",
  "DHR",
  "RSP",
  "NEE",
  "QQQ",
  null,
  "MDY",
  "GOOG",
  "XOM",
  "JNJ",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-09
Total Holdings: 64
Total Value: 101248321
Accession Number: 0001172661-25-001623
Form Type: 13F-HR
CIK: tandem-investment-partners
Manager Name: Tandem-Investment-Partners

Data Enrichment

75% identified

48 identified16 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

64 positions • $101.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 4

Sort by:

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:13.6K

Value:$7.6M

% of Portfolio:7.5% ($7.6M/$101.2M)

78464A854

SPLG|78464A854

Shares:88.7K

Value:$5.8M

% of Portfolio:5.8% ($5.8M/$101.2M)

922020748

Shares:72.4K

Value:$5.6M

% of Portfolio:5.5% ($5.6M/$101.2M)

921908844

VIG|921908844

Shares:28.0K

Value:$5.4M

% of Portfolio:5.4% ($5.4M/$101.2M)

921909768

VXUS|921909768

Shares:81.1K

Value:$5.0M

% of Portfolio:5.0% ($5.0M/$101.2M)

69374H881

Shares:90.5K

Value:$5.0M

% of Portfolio:4.9% ($5.0M/$101.2M)

922908769

VTI|922908769

Shares:15.2K

Value:$4.2M

% of Portfolio:4.1% ($4.2M/$101.2M)

92204A702

VGT|92204A702

Shares:7.5K

Value:$4.1M

% of Portfolio:4.0% ($4.1M/$101.2M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:6.8K

Value:$3.6M

% of Portfolio:3.6% ($3.6M/$101.2M)

78468R200

Shares:96.3K

Value:$3.0M

% of Portfolio:2.9% ($3.0M/$101.2M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:6.3K

Value:$2.9M

% of Portfolio:2.9% ($2.9M/$101.2M)

81369Y209

Shares:20.0K

Value:$2.9M

% of Portfolio:2.9% ($2.9M/$101.2M)

46137V357

RSP|46137V357

Shares:14.6K

Value:$2.5M

% of Portfolio:2.5% ($2.5M/$101.2M)

92206C870

VCIT|92206C870

Shares:30.5K

Value:$2.5M

% of Portfolio:2.5% ($2.5M/$101.2M)

78464A847

Shares:46.2K

Value:$2.4M

% of Portfolio:2.3% ($2.4M/$101.2M)

92206C706

VGIT|92206C706

Shares:39.5K

Value:$2.3M

% of Portfolio:2.3% ($2.3M/$101.2M)

MICROSOFT CORP

MSFT|594918104

Shares:6.2K

Value:$2.3M

% of Portfolio:2.3% ($2.3M/$101.2M)

Apple Inc.

AAPL|037833100

Shares:10.4K

Value:$2.3M

% of Portfolio:2.3% ($2.3M/$101.2M)

97717W760

Shares:27.6K

Value:$1.8M

% of Portfolio:1.8% ($1.8M/$101.2M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:3.4K

Value:$1.8M

% of Portfolio:1.8% ($1.8M/$101.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	13.6K	QoQ -45.47% (-11.4K) YoY-	All Managers (Combined)	$7.6M	7.5% ($7.6M/$101.2M)	QoQ -47.96% (-$7.0M) YoY-
(SPLGcusip78464A854)	88.7K	QoQ NEW(+88.7K) YoY-	All Managers (Combined)	$5.8M	5.8% ($5.8M/$101.2M)	QoQ NEW(+$5.8M) YoY-
(cusip922020748)✕	72.4K	QoQ +2.21% (+1.6K) YoY-	All Managers (Combined)	$5.6M	5.5% ($5.6M/$101.2M)	QoQ +4.40% (+$236.3K) YoY-
(VIGcusip921908844)	28.0K	QoQ -1.98% (-568) YoY-	All Managers (Combined)	$5.4M	5.4% ($5.4M/$101.2M)	QoQ -2.90% (-$162.7K) YoY-
(VXUScusip921909768)	81.1K	QoQ +0.68% (+554) YoY-	All Managers (Combined)	$5.0M	5.0% ($5.0M/$101.2M)	QoQ +6.10% (+$289.7K) YoY-
(cusip69374H881)✕	90.5K	QoQ +3.32% (+2.9K) YoY-	All Managers (Combined)	$5.0M	4.9% ($5.0M/$101.2M)	QoQ +0.18% (+$9.0K) YoY-
(VTIcusip922908769)	15.2K	QoQ -1.25% (-194) YoY-	All Managers (Combined)	$4.2M	4.1% ($4.2M/$101.2M)	QoQ -6.35% (-$284.0K) YoY-
(VGTcusip92204A702)	7.5K	QoQ +0.17% (-13) YoY-	All Managers (Combined)	$4.1M	4.0% ($4.1M/$101.2M)	QoQ -12.62% (-$588.3K) YoY-
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	6.8K	QoQ -37.45% (-4.1K) YoY-	All Managers (Combined)	$3.6M	3.6% ($3.6M/$101.2M)	QoQ -41.41% (-$2.6M) YoY-
(cusip78468R200)✕	96.3K	QoQ -2.01% (-2.0K) YoY-	All Managers (Combined)	$3.0M	2.9% ($3.0M/$101.2M)	QoQ -1.72% (-$52.0K) YoY-
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	6.3K	QoQ -30.69% (-2.8K) YoY-	All Managers (Combined)	$2.9M	2.9% ($2.9M/$101.2M)	QoQ -36.43% (-$1.7M) YoY-
(cusip81369Y209)✕	20.0K	QoQ +0.67% (+135) YoY-	All Managers (Combined)	$2.9M	2.9% ($2.9M/$101.2M)	QoQ +6.85% (+$187.4K) YoY-
(RSPcusip46137V357)	14.6K	QoQ +2.60% (+370) YoY-	All Managers (Combined)	$2.5M	2.5% ($2.5M/$101.2M)	QoQ +1.43% (+$35.7K) YoY-
(VCITcusip92206C870)	30.5K	QoQ +5.38% (+1.6K) YoY-	All Managers (Combined)	$2.5M	2.5% ($2.5M/$101.2M)	QoQ +7.34% (+$170.7K) YoY-
(cusip78464A847)✕	46.2K	QoQ NEW(+46.2K) YoY-	All Managers (Combined)	$2.4M	2.3% ($2.4M/$101.2M)	QoQ NEW(+$2.4M) YoY-
(VGITcusip92206C706)	39.5K	QoQ +5.17% (+1.9K) YoY-	All Managers (Combined)	$2.3M	2.3% ($2.3M/$101.2M)	QoQ +7.71% (+$168.1K) YoY-
MICROSOFT CORP(MSFTcusip594918104)	6.2K	QoQ -0.16% (-10) YoY-	All Managers (Combined)	$2.3M	2.3% ($2.3M/$101.2M)	QoQ -11.08% (-$290.9K) YoY-
Apple Inc.(AAPLcusip037833100)	10.4K	QoQ -1.07% (-113) YoY-	All Managers (Combined)	$2.3M	2.3% ($2.3M/$101.2M)	QoQ -12.25% (-$322.3K) YoY-
(cusip97717W760)✕	27.6K	QoQ +0.19% (+55) YoY-	All Managers (Combined)	$1.8M	1.8% ($1.8M/$101.2M)	QoQ +5.05% (+$87.7K) YoY-
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	3.4K	QoQ -0.55% (-19) YoY-	All Managers (Combined)	$1.8M	1.8% ($1.8M/$101.2M)	QoQ +16.84% (-$262.0K) YoY-