Institutional Fund
Tandem Investment Partners LLC
Bordentown, NJCIK 20563335 filings on record
Portfolio Value
$117.95M
Q1 2026
Holdings
73
Reported positions
New Buys
4
Opened this quarter
QoQ Change
-0.5%
from $118.58M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Vanguard Malvern Fds6.8%
- Spdr S&P 500 ETF Tr6.4%
- Spdr Series Trust6.1%
- Pacer Fds Tr5.1%
- Vanguard Star Fds4.9%
- Vanguard World Fd4.1%
- Other66.5%
Portfolio Holdings
73 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Vanguard Malvern Fds | 104.1K | $8.05M | 6.8% | +9.2K | Added |
| 2 | Spdr S&P 500 ETF Tr | 11.6K | $7.53M | 6.4% | −313 | Reduced |
| 3 | Spdr Series Trust | 93.8K | $7.18M | 6.1% | +7.9K | Added |
| 4 | Pacer Fds Tr | 97.0K | $6.07M | 5.1% | −429 | Reduced |
| 5 | Vanguard Star Fds | 75.1K | $5.79M | 4.9% | −3.3K | Reduced |
| 6 | Vanguard World Fd | 7.0K | $4.85M | 4.1% | +154 | Added |
| 7 | Pacer Fds Tr | 124.3K | $4.19M | 3.6% | +26.3K | Added |
| 8 | Vanguard Index Fds | 12.2K | $3.90M | 3.3% | −1.2K | Reduced |
| 9 | Spdr S&P Midcap 400 ETF Tr | 6.0K | $3.71M | 3.1% | −159 | Reduced |
| 10 | Vanguard Scottsdale Fds | 40.7K | $3.37M | 2.9% | +3.5K | Added |
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