Vault-13

Tandem Investment Partners LLC

Bordentown, NJ · CIK 2056333 · 13F filing filed 2026-07-27

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

$129.7m reported value +10.0% vs Q1 2026
76positions
46.9%in top 10
7 new 40 added 26 reduced 4 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#SecurityTickerShares Value% of portfolioChangeShares change
1 VANGUARD MALVERN FDS CORE BD ETF VCRB VCRB 111,462 $8.6m6.63% 6.63% AddedShares held: Q3 2025 83.9k, Q4 2025 94.8k, Q1 2026 104.1k, Q2 2026 111.5k +7.4k +7,389 7.1%
2 SPDR SERIES TRUST PORTFOLIO S&P500 SPYM SPYM 96,466 $8.5m6.53% 6.53% AddedShares held: Q3 2025 89.0k, Q4 2025 85.9k, Q1 2026 93.8k, Q2 2026 96.5k +2.7k +2,688 2.9%
3 SPDR S&P 500 ETF TR TR UNIT SPY SPY 11,028 $8.2m6.35% 6.35% ReducedShares held: Q3 2025 12.1k, Q4 2025 11.9k, Q1 2026 11.6k, Q2 2026 11.0k -545 -545 -4.7%
4 VANGUARD STAR FDS VG TL INTL STK F VXUS VXUS 75,973 $6.5m5.01% 5.01% AddedShares held: Q3 2025 79.8k, Q4 2025 78.4k, Q1 2026 75.1k, Q2 2026 76.0k +825 +825 1.1%
5 PACER FDS TR US CASH COWS 100 COWZ COWZ 98,477 $6.1m4.72% 4.72% AddedShares held: Q3 2025 97.7k, Q4 2025 97.4k, Q1 2026 97.0k, Q2 2026 98.5k +1.5k +1,512 1.6%
6 VANGUARD WORLD FD INF TECH ETF VGT VGT 48,735 $5.8m4.49% 4.49% ReducedShares held: Q3 2025 60.2k, Q4 2025 54.4k, Q1 2026 55.6k, Q2 2026 48.7k -6.9k -6,881 -12.4%
7 PACER FDS TR US LRG CP CASH COWG COWG 127,475 $5.1m3.94% 3.94% AddedShares held: Q3 2025 65.2k, Q4 2025 98.0k, Q1 2026 124.3k, Q2 2026 127.5k +3.2k +3,187 2.6%
8 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP MDY MDY 5,923 $4.2m3.21% 3.21% ReducedShares held: Q3 2025 6.3k, Q4 2025 6.2k, Q1 2026 6.0k, Q2 2026 5.9k -88 -88 -1.5%
9 VANGUARD INDEX FDS TOTAL STK MKT VTI VTI 10,838 $4.0m3.09% 3.09% ReducedShares held: Q3 2025 14.5k, Q4 2025 13.3k, Q1 2026 12.2k, Q2 2026 10.8k -1.3k -1,313 -10.8%
10 SELECT SECTOR SPDR TR SBI HEALTHCARE XLV XLV 23,650 $3.8m2.89% 2.89% AddedShares held: Q3 2025 21.8k, Q4 2025 21.3k, Q1 2026 21.9k, Q2 2026 23.6k +1.7k +1,715 7.8%
11 VANGUARD SCOTTSDALE FDS INT-TERM CORP VCIT VCIT 43,720 $3.6m2.79% 2.79% AddedShares held: Q3 2025 34.9k, Q4 2025 37.2k, Q1 2026 40.7k, Q2 2026 43.7k +3.1k +3,055 7.5%
12 SPDR SERIES TRUST PORTFOLIO S&P400 SPMD SPMD 51,340 $3.5m2.67% 2.67% AddedShares held: Q3 2025 49.4k, Q4 2025 49.1k, Q1 2026 50.2k, Q2 2026 51.3k +1.1k +1,130 2.2%
13 VANGUARD SCOTTSDALE FDS INTER TERM TREAS VGIT VGIT 58,344 $3.4m2.65% 2.65% AddedShares held: Q3 2025 45.4k, Q4 2025 49.4k, Q1 2026 54.2k, Q2 2026 58.3k +4.2k +4,160 7.7%
14 SPDR SER TR BLOOMBERG INVT FLRN FLRN 110,235 $3.4m2.62% 2.62% AddedShares held: Q3 2025 101.7k, Q4 2025 102.6k, Q1 2026 108.0k, Q2 2026 110.2k +2.2k +2,210 2.0%
15 INVESCO QQQ TR UNIT SER 1 QQQ QQQ 4,500 $3.3m2.55% 2.55% ReducedShares held: Q3 2025 5.6k, Q4 2025 5.3k, Q1 2026 5.1k, Q2 2026 4.5k -627 -627 -12.2%
16 INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT RSP RSP 14,660 $3.1m2.40% 2.40% AddedShares held: Q3 2025 15.1k, Q4 2025 14.5k, Q1 2026 14.6k, Q2 2026 14.7k +35 +35 0.2%
17 APPLE INC COM AAPL AAPL 9,901 $2.9m2.21% 2.21% ReducedShares held: Q3 2025 11.2k, Q4 2025 10.0k, Q1 2026 9.9k, Q2 2026 9.9k -20 -20 -0.2%
18 SPDR SER TR PORTFOLIO S&P600 SPSM SPSM 47,875 $2.8m2.13% 2.13% AddedShares held: Q3 2025 46.6k, Q4 2025 47.5k, Q1 2026 47.5k, Q2 2026 47.9k +365 +365 0.8%
19 MICROSOFT CORP COM MSFT MSFT 6,526 $2.4m1.88% 1.88% AddedShares held: Q3 2025 6.8k, Q4 2025 6.1k, Q1 2026 6.5k, Q2 2026 6.5k +59 +59 0.9%
20 SPDR SERIES TRUST STATE STREET SPD QNDX QNDX 94,010 $2.3m1.81% 1.81% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 94.0k
21 JPMORGAN CHASE & CO COM JPM JPM 6,095 $2.0m1.54% 1.54% ReducedShares held: Q3 2025 7.7k, Q4 2025 6.5k, Q1 2026 6.4k, Q2 2026 6.1k -320 -320 -5.0%
22 VANGUARD WHITEHALL FDS INTL HIGH ETF VYMI VYMI 20,134 $2.0m1.52% 1.52% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 17.9k, Q2 2026 20.1k +2.2k +2,215 12.4%
23 ALPHABET INC CAP STK CL C GOOG GOOG 4,855 $1.7m1.32% 1.32% ReducedShares held: Q3 2025 7.0k, Q4 2025 5.6k, Q1 2026 5.5k, Q2 2026 4.9k -607 -607 -11.1%
24 AMERICAN CENTY ETF TR INTL EQT ETF AVDE AVDE 19,142 $1.7m1.32% 1.32% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 16.8k, Q2 2026 19.1k +2.4k +2,372 14.1%
25 VANGUARD INDEX FDS S&P 500 ETF SHS VOO VOO 2,437 $1.7m1.29% 1.29% AddedShares held: Q3 2025 2.0k, Q4 2025 1.9k, Q1 2026 1.9k, Q2 2026 2.4k +545 +545 28.8%
26 BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B BRK.B 3,110 $1.6m1.20% 1.20% ReducedShares held: Q3 2025 3.7k, Q4 2025 3.2k, Q1 2026 3.1k, Q2 2026 3.1k -35 -35 -1.1%
27 SCHWAB STRATEGIC TR US BRD MKT ETF SCHB SCHB 49,444 $1.4m1.10% 1.10% AddedShares held: Q3 2025 39.6k, Q4 2025 45.5k, Q1 2026 47.6k, Q2 2026 49.4k +1.8k +1,800 3.8%
28 NVIDIA CORPORATION COM NVDA NVDA 6,191 $1.2m0.95% 0.95% ReducedShares held: Q3 2025 5.8k, Q4 2025 5.8k, Q1 2026 6.4k, Q2 2026 6.2k -245 -245 -3.8%
29 VANGUARD SPECIALIZED FUNDS DIV APP ETF VIG VIG 4,825 $1.1m0.88% 0.88% ReducedShares held: Q3 2025 16.6k, Q4 2025 10.4k, Q1 2026 5.8k, Q2 2026 4.8k -1.0k -1,015 -17.4%
30 ISHARES TR CORE S&P SCP ETF IJR IJR 7,660 $1.1m0.88% 0.88% ReducedShares held: Q3 2025 8.8k, Q4 2025 8.6k, Q1 2026 8.2k, Q2 2026 7.7k -545 -545 -6.6%
31 JOHNSON & JOHNSON COM JNJ JNJ 4,294 $1.1m0.84% 0.84% ReducedShares held: Q3 2025 6.2k, Q4 2025 5.4k, Q1 2026 4.7k, Q2 2026 4.3k -435 -435 -9.2%
32 VISA INC COM CL A V V 3,080 $1.1m0.81% 0.81% AddedShares held: Q3 2025 3.4k, Q4 2025 3.0k, Q1 2026 3.0k, Q2 2026 3.1k +75 +75 2.5%
33 SPDR SER TR PORTFOLIO SH TSR SPTS SPTS 31,569 $915.8k0.71% 0.71% ReducedShares held: Q3 2025 40.4k, Q4 2025 34.8k, Q1 2026 32.0k, Q2 2026 31.6k -448 -448 -1.4%
34 WALMART INC COM WMT WMT 7,610 $861.9k0.66% 0.66% ReducedShares held: Q3 2025 11.0k, Q4 2025 8.6k, Q1 2026 7.8k, Q2 2026 7.6k -185 -185 -2.4%
35 ORACLE CORP COM ORCL ORCL 5,655 $828.7k0.64% 0.64% ReducedShares held: Q3 2025 6.7k, Q4 2025 5.7k, Q1 2026 5.7k, Q2 2026 5.7k -70 -70 -1.2%
36 SPDR SER TR PORTFOLIO AGRGTE SPAB SPAB 30,691 $783.2k0.60% 0.60% AddedShares held: Q3 2025 21.3k, Q4 2025 24.9k, Q1 2026 26.8k, Q2 2026 30.7k +3.8k +3,843 14.3%
37 THERMO FISHER SCIENTIFIC INC COM TMO TMO 1,540 $772.1k0.60% 0.60% AddedShares held: Q3 2025 1.8k, Q4 2025 1.6k, Q1 2026 1.5k, Q2 2026 1.5k +5 +5 0.3%
38 HOME DEPOT INC COM HD HD 1,947 $686.7k0.53% 0.53% AddedShares held: Q3 2025 2.2k, Q4 2025 2.0k, Q1 2026 1.9k, Q2 2026 1.9k +5 +5 0.3%
39 NEXTERA ENERGY INC COM NEE NEE 7,775 $682.4k0.53% 0.53% AddedShares held: Q3 2025 9.1k, Q4 2025 8.1k, Q1 2026 7.8k, Q2 2026 7.8k +25 +25 0.3%
40 EXXON MOBIL CORP COM XOM XOM 4,947 $676.4k0.52% 0.52% ReducedShares held: Q3 2025 7.1k, Q4 2025 6.0k, Q1 2026 5.0k, Q2 2026 4.9k -98 -98 -1.9%
41 COSTCO WHSL CORP NEW COM COST COST 690 $645.5k0.50% 0.50% ReducedShares held: Q3 2025 990, Q4 2025 851, Q1 2026 761, Q2 2026 690 -71 -71 -9.3%
42 TJX COS INC NEW COM TJX TJX 4,180 $633.3k0.49% 0.49% ReducedShares held: Q3 2025 5.8k, Q4 2025 4.9k, Q1 2026 4.7k, Q2 2026 4.2k -545 -545 -11.5%
43 PROCTER AND GAMBLE CO COM PG PG 4,141 $607.2k0.47% 0.47% AddedShares held: Q3 2025 4.9k, Q4 2025 4.4k, Q1 2026 4.1k, Q2 2026 4.1k +25 +25 0.6%
44 DANAHER CORPORATION COM DHR DHR 3,156 $601.2k0.46% 0.46% AddedShares held: Q3 2025 3.5k, Q4 2025 3.0k, Q1 2026 3.1k, Q2 2026 3.2k +81 +81 2.6%
45 AMERICAN EXPRESS CO COM AXP AXP 1,765 $597.0k0.46% 0.46% AddedShares held: Q3 2025 820, Q4 2025 820, Q1 2026 820, Q2 2026 1.8k +945 +945 115.2%
46 INTERNATIONAL BUSINESS MACHS COM IBM IBM 2,044 $574.8k0.44% 0.44% AddedShares held: Q3 2025 2.2k, Q4 2025 1.9k, Q1 2026 2.0k, Q2 2026 2.0k +3 +3 0.1%
47 WISDOMTREE TR INTL SMCAP DIV DLS DLS 6,025 $504.8k0.39% 0.39% ReducedShares held: Q3 2025 27.4k, Q4 2025 27.7k, Q1 2026 7.7k, Q2 2026 6.0k -1.6k -1,645 -21.4%
48 NORTHERN LTS FD TR IV INSPIRE 500 ETF PTL PTL 1,715 $490.6k0.38% 0.38% AddedShares held: Q3 2025 1.2k, Q4 2025 1.2k, Q1 2026 1.4k, Q2 2026 1.7k +295 +295 20.8%
49 AMGEN INC COM AMGN AMGN 1,348 $488.1k0.38% 0.38% ReducedShares held: Q3 2025 2.0k, Q4 2025 1.7k, Q1 2026 1.5k, Q2 2026 1.3k -194 -194 -12.6%
50 BLACKROCK INC COM BLK BLK 494 $475.0k0.37% 0.37% ReducedShares held: Q3 2025 717, Q4 2025 582, Q1 2026 508, Q2 2026 494 -14 -14 -2.8%
51 LOWES COS INC COM LOW LOW 1,975 $435.5k0.34% 0.34% ReducedShares held: Q3 2025 2.9k, Q4 2025 2.5k, Q1 2026 2.3k, Q2 2026 2.0k -285 -285 -12.6%
52 RTX CORPORATION COM RTX RTX 2,277 $432.0k0.33% 0.33% UnchangedShares held: Q3 2025 2.9k, Q4 2025 2.5k, Q1 2026 2.3k, Q2 2026 2.3k
53 DOMINION ENERGY INC COM D D 6,226 $425.2k0.33% 0.33% AddedShares held: Q3 2025 7.3k, Q4 2025 6.1k, Q1 2026 6.1k, Q2 2026 6.2k +125 +125 2.0%
54 ILLINOIS TOOL WKS INC COM ITW ITW 1,555 $420.6k0.32% 0.32% UnchangedShares held: Q3 2025 2.3k, Q4 2025 2.0k, Q1 2026 1.6k, Q2 2026 1.6k
55 COCA COLA CO COM KO KO 5,064 $411.6k0.32% 0.32% AddedShares held: Q3 2025 6.2k, Q4 2025 5.3k, Q1 2026 5.0k, Q2 2026 5.1k +110 +110 2.2%
56 SCHWAB STRATEGIC TR US DIVIDEND EQ SCHD SCHD 12,788 $405.5k0.31% 0.31% AddedShares held: Q3 2025 14.7k, Q4 2025 12.0k, Q1 2026 11.7k, Q2 2026 12.8k +1.0k +1,043 8.9%
57 VANECK ETF TRUST PREFERRED SECURT PFXF PFXF 22,365 $399.0k0.31% 0.31% AddedShares held: Q3 2025 19.5k, Q4 2025 22.0k, Q1 2026 22.2k, Q2 2026 22.4k +125 +125 0.6%
58 VERIZON COMMUNICATIONS INC COM VZ VZ 9,400 $398.0k0.31% 0.31% AddedShares held: Q3 2025 11.1k, Q4 2025 9.9k, Q1 2026 9.2k, Q2 2026 9.4k +250 +250 2.7%
59 PENTAIR PLC SHS PNR PNR 5,055 $387.5k0.30% 0.30% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 5.1k
60 VANGUARD ADMIRAL FDS INC MIDCP 400 IDX IVOO IVOO 2,950 $384.7k0.30% 0.30% ReducedShares held: Q3 2025 3.1k, Q4 2025 3.1k, Q1 2026 3.1k, Q2 2026 3.0k -175 -175 -5.6%
61 BONDBLOXX ETF TRUST BLOOMBERG THREE XTRE XTRE 7,790 $381.9k0.29% 0.29% ReducedShares held: Q3 2025 6.6k, Q4 2025 8.5k, Q1 2026 9.1k, Q2 2026 7.8k -1.3k -1,265 -14.0%
62 SCHWAB STRATEGIC TR US MID-CAP ETF SCHM SCHM 9,190 $338.8k0.26% 0.26% AddedShares held: Q3 2025 12.2k, Q4 2025 8.2k, Q1 2026 8.7k, Q2 2026 9.2k +487 +487 5.6%
63 CHUBB LIMITED COM CB CB 981 $334.3k0.26% 0.26% AddedShares held: Q3 2025 1.1k, Q4 2025 930, Q1 2026 920, Q2 2026 981 +61 +61 6.6%
64 NORTHERN LTS FD TR IV INSPIRE 100 ETF BIBL BIBL 5,755 $333.1k0.26% 0.26% AddedShares held: Q3 2025 5.4k, Q4 2025 5.7k, Q1 2026 4.9k, Q2 2026 5.8k +810 +810 16.4%
65 ISHARES TR ISHS 1-5YR INVS IGSB IGSB 6,288 $329.6k0.25% 0.25% AddedShares held: Q3 2025 4.4k, Q4 2025 5.1k, Q1 2026 5.5k, Q2 2026 6.3k +766 +766 13.9%
66 GILEAD SCIENCES INC COM GILD GILD 2,402 $303.5k0.23% 0.23% AddedShares held: Q3 2025 0, Q4 2025 2.1k, Q1 2026 2.3k, Q2 2026 2.4k +130 +130 5.7%
67 SPDR INDEX SHS FDS PORTFOLIO DEVLPD SPDW SPDW 5,889 $296.7k0.23% 0.23% AddedShares held: Q3 2025 0, Q4 2025 5.2k, Q1 2026 5.4k, Q2 2026 5.9k +454 +454 8.3%
68 CARDINAL HEALTH INC COM CAH CAH 1,220 $289.8k0.22% 0.22% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.2k
69 CHEVRON CORP NEW COM CVX CVX 1,669 $276.7k0.21% 0.21% UnchangedShares held: Q3 2025 2.0k, Q4 2025 1.7k, Q1 2026 1.7k, Q2 2026 1.7k
70 HONEYWELL INTL INC COM HON HON 1,210 $270.9k0.21% 0.21% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.2k
71 HONEYWELL AEROSPACE INC COM HONA HONA 1,210 $267.5k0.21% 0.21% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.2k
72 BOOKING HOLDINGS INC COM BKNG BKNG 1,408 $251.0k0.19% 0.19% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 1.4k
73 BONDBLOXX ETF TRUST BLOOMBERG TWO YR XTWO XTWO 5,072 $248.3k0.19% 0.19% ReducedShares held: Q3 2025 4.9k, Q4 2025 6.3k, Q1 2026 6.0k, Q2 2026 5.1k -923 -923 -15.4%
74 DISNEY WALT CO COM DIS DIS 2,386 $229.7k0.18% 0.18% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 2.2k, Q2 2026 2.4k +136 +136 6.0%
75 AMAZON COM INC COM AMZN AMZN 850 $202.6k0.16% 0.16% NewShares held: Q3 2025 0, Q4 2025 0, Q1 2026 0, Q2 2026 850
76 CALAMOS CONV & HIGH INCOME F COM SHS XCHYX XCHYX 12,515 $170.5k0.13% 0.13% AddedShares held: Q3 2025 0, Q4 2025 0, Q1 2026 10.3k, Q2 2026 12.5k +2.3k +2,255 22.0%

Sold out since Q1 2026

SecurityTickerShares held beforeValue then
INVESCO EXCH TRADED FD TR II QQQM QQQM 8,152 $1.9m8.2k shares
HONEYWELL INTL INC 1,230 $555.8k1.2k shares
SNAP ON INC SNA SNA 1,050 $381.4k1.1k shares
ALPHABET INC GOOGL GOOGL 870 $250.2k870 shares