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
Filing Details
13F-HR • 2025-03-31- 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
- Manager Name
- Tandem-Investment-Partners
Data Enrichment
75% identified48 identified16 unidentified
Holdings
64 positions • $101.2M total value
Manager:
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09789C846
Shares:5.2K
Value:$257.8K
% of Portfolio:0.3% ($257.8K/$101.2M)
464288646
Shares:4.1K
Value:$217.0K
% of Portfolio:0.2% ($217.0K/$101.2M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip09789C846)✕ | 5.2K | YoY- | All Managers (Combined) | $257.8K | 0.3% ($257.8K/$101.2M) | YoY- |
820 | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $220.6K | 0.2% ($220.6K/$101.2M) | YoY- | |
3.1K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $219.8K | 0.2% ($219.8K/$101.2M) | YoY- | |
(cusip464288646)✕ | 4.1K | QoQ -3.58% (-154)YoY- | All Managers (Combined) | $217.0K | 0.2% ($217.0K/$101.2M) | YoY- |