Tandem Investment Partners LLC Portfolio Holdings
Q3 2025•69 long positions•$121.7M portfolio value
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Holding73 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $8.1M 6.63% | -$43.3K Sold | — 12.1K shares | 12.2K → 12.1K −$43.3K | -0.53% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $7.0M 5.73% | -$26.8K Sold | — 89.0K shares | 89.3K → 89.0K −$26.8K | -0.38% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $6.6M 5.4% | +$517.0K Bought | — 83.9K shares | 77.3K → 83.9K +$517.0K | +8.53% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.9M 4.81% | -$197.8K Sold | — 79.8K shares | 82.5K → 79.8K −$197.8K | -3.26% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.6M 4.62% | -$208.3K Sold | — 7.5K shares | 7.8K → 7.5K −$208.3K | -3.57% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.6M 4.61% | -$8.3K Sold | — 97.7K shares | 97.9K → 97.7K −$8.3K | -0.15% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $4.8M 3.92% | -$200.5K Sold | — 14.5K shares | 15.1K → 14.5K −$200.5K | -4.04% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.8M 3.09% | -$37.0K Sold | — 6.3K shares | 6.4K → 6.3K −$37.0K | -0.97% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $3.6M 2.95% | -$2.5M Sold | — 16.6K shares | 28.2K → 16.6K −$2.5M | -41.02% | — — | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $3.5M 2.87% | +$87.0K Bought | 0.0% 6.8K shares | 6.6K → 6.8K +$87.0K | +2.55% | $3.85T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $3.4M 2.76% | -$166.9K Sold | — 5.6K shares | 5.9K → 5.6K −$166.9K | -4.73% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.1M 2.58% | +$75.8K Bought | — 101.7K shares | 99.2K → 101.7K +$75.8K | +2.47% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $3.0M 2.49% | +$38.3K Bought | — 21.8K shares | 21.5K → 21.8K +$38.3K | +1.28% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 2.41% | +$145.9K Bought | — 34.9K shares | 33.2K → 34.9K +$145.9K | +5.23% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.9M 2.36% | — | — 15.1K shares | — | — | — — | Q4 2024 Held for 11 months | |
Consumer Electronics Technology | $2.8M 2.34% | -$26.7K Sold | 0.0% 11.2K shares | 11.3K → 11.2K −$26.7K | -0.93% | $3.78T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.8M 2.32% | +$6.3K Bought | — 49.4K shares | 49.3K → 49.4K +$6.3K | +0.22% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $2.7M 2.24% | +$139.0K Bought | — 45.4K shares | 43.1K → 45.4K +$139.0K | +5.38% | — — | Q4 2024 Held for 11 months | |
Banks - Diversified Financial Services | $2.4M 2.0% | -$41.0K Sold | 0.0% 7.7K shares | 7.8K → 7.7K −$41.0K | -1.66% | $867.35B Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $2.4M 1.94% | +$2.4M New | — 65.2K shares | 0 → 65.2K +$2.4M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $2.2M 1.79% | -$69.6K Sold | — 27.4K shares | 28.3K → 27.4K −$69.6K | -3.09% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.2M 1.77% | +$53.3K Bought | — 46.6K shares | 45.5K → 46.6K +$53.3K | +2.53% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $2.0M 1.66% | -$64.5K Sold | — 8.2K shares | 8.4K → 8.2K −$64.5K | -3.1% | — — | Q1 2025 Held for 8 months | |
Insurance - Diversified Financial Services | $1.9M 1.54% | -$10.1K Sold | 0.0% 3.7K shares | 3.8K → 3.7K −$10.1K | -0.53% | $1.08T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $1.9M 1.54% | -$219.4K Sold | 0.0% 6.7K shares | 7.5K → 6.7K −$219.4K | -10.47% | $801.76B Mega Cap | Q4 2024 Held for 11 months | |
Internet Content & Information Communication Services | $1.7M 1.39% | -$94.5K Sold | 0.0% 7.0K shares | 7.3K → 7.0K −$94.5K | -5.29% | $2.95T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.2M 1.01% | -$34.3K Sold | — 2.0K shares | 2.1K → 2.0K −$34.3K | -2.72% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 0.974% | +$756.3K Bought | — 40.4K shares | 14.6K → 40.4K +$756.3K | +176.24% | — — | Q4 2024 Held for 11 months | |
Financial - Credit Services Financial Services | $1.2M 0.952% | +$3.4K Bought | 0.0% 3.4K shares | 3.4K → 3.4K +$3.4K | +0.3% | $662.60B Mega Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $1.2M 0.95% | -$22.3K Sold | 0.0% 6.2K shares | 6.4K → 6.2K −$22.3K | -1.89% | $446.55B Mega Cap | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $1.1M 0.93% | -$8.8K Sold | 0.0% 11.0K shares | 11.1K → 11.0K −$8.8K | -0.77% | $821.68B Mega Cap | Q4 2024 Held for 11 months | |
Semiconductors Technology | $1.1M 0.896% | -$7.5K Sold | 0.0% 5.8K shares | 5.9K → 5.8K −$7.5K | -0.68% | $4.54T Mega Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.858% | -$14.9K Sold | — 8.8K shares | 8.9K → 8.8K −$14.9K | -1.4% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.836% | -$16.0K Sold | — 39.6K shares | 40.2K → 39.6K −$16.0K | -1.55% | — — | Q4 2024 Held for 11 months | |
Discount Stores Consumer Defensive | $916.4K 0.753% | +$10.2K Bought | 0.0% 990.0 shares | 979.0 → 990.0 +$10.2K | +1.12% | $410.27B Mega Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $904.0K 0.743% | -$20.7K Sold | 0.0% 2.2K shares | 2.3K → 2.2K −$20.7K | -2.23% | $403.32B Mega Cap | Q4 2024 Held for 11 months | |
Medical - Diagnostics & Research Healthcare | $883.7K 0.726% | +$485.0 Bought | 0.0% 1.8K shares | 1.8K → 1.8K +$485.0 | +0.05% | $183.15B Large Cap | Q4 2024 Held for 11 months | |
Asset Management Financial Services | $835.9K 0.687% | — | 0.0% 717.0 shares | — | — | $180.54B Large Cap | Q4 2024 Held for 11 months | |
Apparel - Retail Consumer Cyclical | $834.0K 0.685% | -$25.3K Sold | 0.001% 5.8K shares | 5.9K → 5.8K −$25.3K | -2.94% | $160.86B Large Cap | Q4 2024 Held for 11 months | |
Oil & Gas Integrated Energy | $797.7K 0.655% | +$1.1K Bought | 0.0% 7.1K shares | 7.1K → 7.1K +$1.1K | +0.14% | $480.68B Mega Cap | Q4 2024 Held for 11 months | |
Household & Personal Products Consumer Defensive | $752.0K 0.618% | -$4.6K Sold | 0.0% 4.9K shares | 4.9K → 4.9K −$4.6K | -0.61% | $359.62B Mega Cap | Q4 2024 Held for 11 months | |
Home Improvement Consumer Cyclical | $730.1K 0.6% | -$16.3K Sold | 0.001% 2.9K shares | 3.0K → 2.9K −$16.3K | -2.19% | $140.94B Large Cap | Q4 2024 Held for 11 months | |
Regulated Electric Utilities | $688.8K 0.566% | +$454.8K Bought | 0.0% 9.1K shares | 3.1K → 9.1K +$454.8K | +194.35% | $155.46B Large Cap | Q4 2024 Held for 11 months | |
Medical - Diagnostics & Research Healthcare | $684.0K 0.562% | -$2.0K Sold | 0.0% 3.5K shares | 3.5K → 3.5K −$2.0K | -0.29% | $141.96B Large Cap | Q4 2024 Held for 11 months | |
Conglomerates Industrials | $665.0K 0.546% | +$4.2K Bought | 0.0% 3.2K shares | 3.1K → 3.2K +$4.2K | +0.64% | $133.65B Large Cap | Q4 2024 Held for 11 months | |
Information Technology Services Technology | $630.3K 0.518% | -$4.2K Sold | 0.0% 2.2K shares | 2.2K → 2.2K −$4.2K | -0.67% | $262.84B Mega Cap | Q4 2024 Held for 11 months | |
Industrial - Machinery Industrials | $607.8K 0.499% | -$2.6K Sold | 0.001% 2.3K shares | 2.3K → 2.3K −$2.6K | -0.43% | $76.0B Large Cap | Q4 2024 Held for 11 months | |
Drug Manufacturers - General Healthcare | $576.3K 0.473% | -$1.4K Sold | 0.0% 2.0K shares | 2.0K → 2.0K −$1.4K | -0.24% | $151.93B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $550.0K 0.452% | +$30.9K Bought | — 21.3K shares | 20.1K → 21.3K +$30.9K | +5.95% | — — | Q4 2024 Held for 11 months | |
Manufacturing - Tools & Accessories Industrials | $531.9K 0.437% | -$6.9K Sold | 0.003% 1.5K shares | 1.6K → 1.5K −$6.9K | -1.29% | $18.1B Large Cap | Q4 2024 Held for 11 months |
