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

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78468R853

Shares:42.7K

Value:$1.7M

% of Portfolio:1.7% ($1.7M/$101.2M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:7.1K

Value:$1.7M

% of Portfolio:1.7% ($1.7M/$101.2M)

46138G649

Shares:7.1K

Value:$1.4M

% of Portfolio:1.4% ($1.4M/$101.2M)

VISA INC.

V|92826C839

Shares:3.0K

Value:$1.1M

% of Portfolio:1.0% ($1.1M/$101.2M)

Alphabet Inc.

GOOG|02079K107

Shares:6.3K

Value:$988.8K

% of Portfolio:1.0% ($988.8K/$101.2M)

ORACLE CORP

ORCL|68389X105

Shares:6.9K

Value:$960.5K

% of Portfolio:0.9% ($960.5K/$101.2M)

464287804

IJR|464287804

Shares:9.0K

Value:$943.2K

% of Portfolio:0.9% ($943.2K/$101.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:5.7K

Value:$937.0K

% of Portfolio:0.9% ($937.0K/$101.2M)

808524102

SCHB|808524102

Shares:40.7K

Value:$877.0K

% of Portfolio:0.9% ($877.0K/$101.2M)

Walmart Inc.

WMT|931142103

Shares:9.7K

Value:$854.2K

% of Portfolio:0.8% ($854.2K/$101.2M)

92204A876

Shares:4.8K

Value:$819.9K

% of Portfolio:0.8% ($819.9K/$101.2M)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:866

Value:$819.0K

% of Portfolio:0.8% ($819.0K/$101.2M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:1.5K

Value:$770.3K

% of Portfolio:0.8% ($770.3K/$101.2M)

HOME DEPOT, INC.

HD|437076102

Shares:2.1K

Value:$752.0K

% of Portfolio:0.7% ($752.0K/$101.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:4.4K

Value:$748.8K

% of Portfolio:0.7% ($748.8K/$101.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:6.1K

Value:$720.7K

% of Portfolio:0.7% ($720.7K/$101.2M)

NVIDIA CORP

NVDA|67066G104

Shares:6.0K

Value:$655.7K

% of Portfolio:0.6% ($655.7K/$101.2M)

DANAHER CORP /DE/

DHR|235851102

Shares:3.1K

Value:$630.4K

% of Portfolio:0.6% ($630.4K/$101.2M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:5.1K

Value:$622.4K

% of Portfolio:0.6% ($622.4K/$101.2M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.1K

Value:$600.7K

% of Portfolio:0.6% ($600.7K/$101.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip78468R853)✕	42.7K	QoQ -3.39% (-1.5K) YoY-	All Managers (Combined)	$1.7M	1.7% ($1.7M/$101.2M)	QoQ -12.34% (-$244.8K) YoY-
JPMORGAN CHASE & CO(JPMcusip46625H100)	7.1K	QoQ -2.82% (-206) YoY-	All Managers (Combined)	$1.7M	1.7% ($1.7M/$101.2M)	QoQ -0.56% (-$9.8K) YoY-
(cusip46138G649)✕	7.1K	QoQ NEW(+7.1K) YoY-	All Managers (Combined)	$1.4M	1.4% ($1.4M/$101.2M)	QoQ NEW(+$1.4M) YoY-
VISA INC.(Vcusip92826C839)	3.0K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$1.1M	1.0% ($1.1M/$101.2M)	QoQ +10.89% (+$103.6K) YoY-
Alphabet Inc.(GOOGcusip02079K107)	6.3K	QoQ +1.50% (-94) YoY-	All Managers (Combined)	$988.8K	1.0% ($988.8K/$101.2M)	QoQ -16.72% (-$198.6K) YoY-
ORACLE CORP(ORCLcusip68389X105)	6.9K	QoQ -1.36% (-95) YoY-	All Managers (Combined)	$960.5K	0.9% ($960.5K/$101.2M)	QoQ -17.24% (-$200.2K) YoY-
(IJRcusip464287804)	9.0K	QoQ -5.64% (-540) YoY-	All Managers (Combined)	$943.2K	0.9% ($943.2K/$101.2M)	QoQ -14.36% (-$158.3K) YoY-
JOHNSON & JOHNSON(JNJcusip478160104)	5.7K	QoQ -0.33% (-19) YoY-	All Managers (Combined)	$937.0K	0.9% ($937.0K/$101.2M)	QoQ +14.28% (-$117.1K) YoY-
(SCHBcusip808524102)	40.7K	QoQ -1.62% (-671) YoY-	All Managers (Combined)	$877.0K	0.9% ($877.0K/$101.2M)	QoQ -6.69% (-$62.9K) YoY-
Walmart Inc.(WMTcusip931142103)	9.7K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$854.2K	0.8% ($854.2K/$101.2M)	QoQ -2.83% (-$24.9K) YoY-
(cusip92204A876)✕	4.8K	QoQ +0.31% (+15) YoY-	All Managers (Combined)	$819.9K	0.8% ($819.9K/$101.2M)	QoQ +4.84% (+$37.9K) YoY-
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	866	QoQ -9.22% (-88) YoY-	All Managers (Combined)	$819.0K	0.8% ($819.0K/$101.2M)	QoQ -6.30% (-$55.1K) YoY-
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	1.5K	QoQ +0.38% (-6) YoY-	All Managers (Combined)	$770.3K	0.8% ($770.3K/$101.2M)	QoQ -3.97% (-$31.9K) YoY-
HOME DEPOT, INC.(HDcusip437076102)	2.1K	QoQ -0.48% (-10) YoY-	All Managers (Combined)	$752.0K	0.7% ($752.0K/$101.2M)	QoQ -6.24% (-$50.1K) YoY-
PROCTER & GAMBLE Co(PGcusip742718109)	4.4K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$748.8K	0.7% ($748.8K/$101.2M)	QoQ +1.65% (+$12.2K) YoY-
EXXON MOBIL CORP(XOMcusip30231G102)	6.1K	QoQ -0.08% (-5) YoY-	All Managers (Combined)	$720.7K	0.7% ($720.7K/$101.2M)	QoQ +10.46% (-$68.3K) YoY-
NVIDIA CORP(NVDAcusip67066G104)	6.0K	QoQ +3.95% (-230) YoY-	All Managers (Combined)	$655.7K	0.6% ($655.7K/$101.2M)	QoQ -16.10% (-$125.9K) YoY-
DANAHER CORP /DE/(DHRcusip235851102)	3.1K	QoQ +1.99% (-60) YoY-	All Managers (Combined)	$630.4K	0.6% ($630.4K/$101.2M)	QoQ -8.91% (-$61.7K) YoY-
TJX COMPANIES INC /DE/(TJXcusip872540109)	5.1K	QoQ -0.09% (-5) YoY-	All Managers (Combined)	$622.4K	0.6% ($622.4K/$101.2M)	QoQ +0.72% (-$4.5K) YoY-
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.1K	QoQ -0.08% (-1) YoY-	All Managers (Combined)	$600.7K	0.6% ($600.7K/$101.2M)	QoQ +3.44% (-$20.0K) YoY-