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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LOWES COMPANIES INC

LOW|548661107

Shares:2.5K

Value:$592.4K

% of Portfolio:0.6% ($592.4K/$101.2M)

BlackRock, Inc.

BLK|09290D101

Shares:621

Value:$587.8K

% of Portfolio:0.6% ($587.8K/$101.2M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:2.8K

Value:$586.3K

% of Portfolio:0.6% ($586.3K/$101.2M)

AMGEN INC

AMGN|031162100

Shares:1.7K

Value:$544.3K

% of Portfolio:0.5% ($544.3K/$101.2M)

78464A649

Shares:19.8K

Value:$505.0K

% of Portfolio:0.5% ($505.0K/$101.2M)

ILLINOIS TOOL WORKS INC

ITW|452308109

Shares:2.0K

Value:$496.3K

% of Portfolio:0.5% ($496.3K/$101.2M)

INTERNATIONAL BUSINESS MACHINES CORP

IBM|459200101

Shares:2.0K

Value:$487.1K

% of Portfolio:0.5% ($487.1K/$101.2M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:10.1K

Value:$455.9K

% of Portfolio:0.5% ($455.9K/$101.2M)

46436E718

Shares:4.5K

Value:$453.0K

% of Portfolio:0.4% ($453.0K/$101.2M)

Snap-on Inc

SNA|833034101

Shares:1.3K

Value:$443.2K

% of Portfolio:0.4% ($443.2K/$101.2M)

46434V803

HEFA|46434V803

Shares:11.3K

Value:$410.1K

% of Portfolio:0.4% ($410.1K/$101.2M)

808524797

SCHD|808524797

Shares:13.7K

Value:$383.4K

% of Portfolio:0.4% ($383.4K/$101.2M)

COCA COLA CO

KO|191216100

Shares:5.2K

Value:$369.1K

% of Portfolio:0.4% ($369.1K/$101.2M)

78468R101

Shares:12.1K

Value:$355.0K

% of Portfolio:0.4% ($355.0K/$101.2M)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:800

Value:$335.9K

% of Portfolio:0.3% ($335.9K/$101.2M)

92189F429

Shares:19.6K

Value:$328.7K

% of Portfolio:0.3% ($328.7K/$101.2M)

RTX Corp

RTX|75513E101

Shares:2.5K

Value:$327.2K

% of Portfolio:0.3% ($327.2K/$101.2M)

808524508

Shares:12.1K

Value:$317.1K

% of Portfolio:0.3% ($317.1K/$101.2M)

CHEVRON CORP

CVX|166764100

Shares:1.7K

Value:$285.9K

% of Portfolio:0.3% ($285.9K/$101.2M)

PFIZER INC

PFE|717081103

Shares:10.2K

Value:$259.2K

% of Portfolio:0.3% ($259.2K/$101.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
LOWES COMPANIES INC(LOWcusip548661107)	2.5K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$592.4K	0.6% ($592.4K/$101.2M)	QoQ -5.49% (-$34.5K) YoY-
BlackRock, Inc.(BLKcusip09290D101)	621	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$587.8K	0.6% ($587.8K/$101.2M)	QoQ -7.67% (-$48.8K) YoY-
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	2.8K	QoQ +1.28% (-35) YoY-	All Managers (Combined)	$586.3K	0.6% ($586.3K/$101.2M)	QoQ -5.05% (-$31.2K) YoY-
AMGEN INC(AMGNcusip031162100)	1.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$544.3K	0.5% ($544.3K/$101.2M)	QoQ +19.53% (+$88.9K) YoY-
(cusip78464A649)✕	19.8K	QoQ -2.11% (-427) YoY-	All Managers (Combined)	$505.0K	0.5% ($505.0K/$101.2M)	QoQ +0.03% (-$200) YoY-
ILLINOIS TOOL WORKS INC(ITWcusip452308109)	2.0K	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$496.3K	0.5% ($496.3K/$101.2M)	QoQ -2.18% (-$11.1K) YoY-
INTERNATIONAL BUSINESS MACHINES CORP(IBMcusip459200101)	2.0K	QoQ -1.90% (-38) YoY-	All Managers (Combined)	$487.1K	0.5% ($487.1K/$101.2M)	QoQ +10.96% (-$48.1K) YoY-
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	10.1K	QoQ -0.74% (-75) YoY-	All Managers (Combined)	$455.9K	0.5% ($455.9K/$101.2M)	QoQ +12.58% (-$51.0K) YoY-
(cusip46436E718)✕	4.5K	QoQ -44.15% (-3.6K) YoY-	All Managers (Combined)	$453.0K	0.4% ($453.0K/$101.2M)	QoQ -43.96% (-$355.4K) YoY-
Snap-on Inc(SNAcusip833034101)	1.3K	QoQ +0.38% (-5) YoY-	All Managers (Combined)	$443.2K	0.4% ($443.2K/$101.2M)	QoQ -0.34% (-$1.6K) YoY-
(HEFAcusip46434V803)	11.3K	QoQ -7.37% (-900) YoY-	All Managers (Combined)	$410.1K	0.4% ($410.1K/$101.2M)	QoQ -3.27% (-$13.9K) YoY-
(SCHDcusip808524797)	13.7K	QoQ -1.77% (-248) YoY-	All Managers (Combined)	$383.4K	0.4% ($383.4K/$101.2M)	QoQ +0.52% (-$2.0K) YoY-
COCA COLA CO(KOcusip191216100)	5.2K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$369.1K	0.4% ($369.1K/$101.2M)	QoQ +15.03% (+$48.2K) YoY-
(cusip78468R101)✕	12.1K	QoQ +2.64% (+313) YoY-	All Managers (Combined)	$355.0K	0.4% ($355.0K/$101.2M)	QoQ +3.45% (+$11.9K) YoY-
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	800	QoQ 0.00% (-0) YoY-	All Managers (Combined)	$335.9K	0.3% ($335.9K/$101.2M)	QoQ -1.32% (-$4.5K) YoY-
(cusip92189F429)✕	19.6K	QoQ +1.29% (-250) YoY-	All Managers (Combined)	$328.7K	0.3% ($328.7K/$101.2M)	QoQ -1.58% (-$5.3K) YoY-
RTX Corp(RTXcusip75513E101)	2.5K	QoQ +0.16% (+4) YoY-	All Managers (Combined)	$327.2K	0.3% ($327.2K/$101.2M)	QoQ +14.65% (+$41.8K) YoY-
(cusip808524508)✕	12.1K	QoQ -1.03% (-126) YoY-	All Managers (Combined)	$317.1K	0.3% ($317.1K/$101.2M)	QoQ -6.42% (-$21.8K) YoY-
CHEVRON CORP(CVXcusip166764100)	1.7K	QoQ 0.00% (+0) YoY-	All Managers (Combined)	$285.9K	0.3% ($285.9K/$101.2M)	QoQ +15.49% (+$38.4K) YoY-
PFIZER INC(PFEcusip717081103)	10.2K	QoQ +0.93% (-95) YoY-	All Managers (Combined)	$259.2K	0.3% ($259.2K/$101.2M)	QoQ -3.59% (-$9.7K) YoY-