Tandem Investment Partners LLC

RIA/Wealth

Tandem Investment Partners LLC is a RIA/Wealth based in Bordentown, NJ led by Thomas Jude Dauria, reporting $175.6M in AUM as of Q3 2025 with 70% ETF concentration.

Managing PartnerThomas Jude Dauria

Portfolio Value: $121.7M
Positions: 69
Top Holding: SPY at 6.63%
Last Reported: Q3 2025

Address3 Third Street, Suite 215, Bordentown, NJ, 08505, United States

Top Holdings

Largest long holdings in Tandem Investment Partners LLC's portfolio (44.6% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 SPDR S&P 500 ETF Trust SPY	ETF ETF	$8.1M	6.63%	-$43.3K Sold	— 12.1K shares	Q4 2024 Held for 11 months
2 SPDR Portfolio S&P 500 ETF SPLG	ETF ETF	$7.0M	5.73%	-$26.8K Sold	— 89.0K shares	Q1 2025 Held for 8 months
3 VCRB Vanguard Core Bond VCRB	ETF ETF	$6.6M	5.40%	+$517.0K Bought	— 83.9K shares	Q4 2024 Held for 11 months
4 Vanguard Total International Stock VXUS	ETF ETF	$5.9M	4.81%	-$197.8K Sold	— 79.8K shares	Q4 2024 Held for 11 months
5 Vanguard Information Technology VGT	ETF ETF	$5.6M	4.62%	-$208.3K Sold	— 7.5K shares	Q4 2024 Held for 11 months
6 Pacer US Cash Cows 100 COWZ	ETF ETF	$5.6M	4.61%	-$8.3K Sold	— 97.7K shares	Q4 2024 Held for 11 months
7 Vanguard Total Stock Market VTI	ETF ETF	$4.8M	3.92%	-$200.5K Sold	— 14.5K shares	Q4 2024 Held for 11 months
8 SPDR S&P MidCap 400 ETF MDY	ETF ETF	$3.8M	3.09%	-$37.0K Sold	— 6.3K shares	Q4 2024 Held for 11 months
9 Vanguard Dividend Appreciation VIG	Unknown Unknown	$3.6M	2.95%	-$2.5M Sold	— 16.6K shares	Q4 2024 Held for 11 months
10 Microsoft MSFT	Software - Infrastructure Technology	$3.5M	2.87%	+$87.0K Bought	0.00% 6.8K shares	Q4 2024 Held for 11 months

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Tandem Investment Partners LLC's latest filing

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Market Value

$121.7M

Prior: $114.7M

Q/Q Change

+6.15%

+$7.0M

Net Flows % of MV

-0.582%

Turnover Ratio

5.08%

New Purchases

4 stocks

$3.4M

Added To

22 stocks

+$2.5M

Sold Out Of

4 stocks

$2.3M

Reduced Holdings

38 stocks

-$4.2M

Increased Positions

Position	Shares Δ	Change
1 Pacer US Large Cap Cash Cows Growth Leaders COWG	New	0 → 65.2K +$2.4M
2 Dominion Energy D	New	0 → 7.3K +$444.5K
3 Chubb CB	New	0 → 1.1K +$313.3K
4 XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury XTWO	New	0 → 4.9K +$243.1K
5 Nextra Energy NEE	+194.35%	3.1K → 9.1K +$454.8K

Decreased Positions

Position	Shares Δ	Change
1 Vanguard Utilities VPU	Sold	5.5K → 0 −$978.7K
2 iShares 0-3 Month Treasury Bond SGOV	Sold	5.7K → 0 −$570.8K
3 UnitedHealth Group UNH	Sold	1.4K → 0 −$435.8K
4 SPDR Dow Jones Industrial Average ETF Trust DIA	Sold	800.0 → 0 −$352.5K
5 Vanguard Dividend Appreciation VIG	-41.02%	28.2K → 16.6K −$2.5M