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Tandem Investment Partners LLC 13F Filings, Portfolio & Analysis

CIK: 0002056333
Bordentown 3 Third Street Suite 215
Zip Code: 08505
Latest Portfolio Value
$129.41 M
-0.26%
Total Holdings
76
0
Latest Report Date
Q3 2026
Top 10 Concentration
46.75%

Tandem Investment Partners LLC — Portfolio Overview & Company Profile

Tandem Investment Partners LLC (CIK: 0002056333) is a financial institution headquartered at 3 Third Street, Suite 215, Bordentown, New Jersey 08505. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-09-30), the institution manages a portfolio valued at $129.41 M, comprising 76 distinct securities. Over its filing history, it has submitted 8 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q3 2026 — Top-10 concentration: 46.8%. Quarterly turnover: 1.5%. ▲ 1 new, +34 added, −37 reduced, ×1 exited.

Portfolio Summary (Q3 2026)

Asset Allocation

Stocks/ETFs
-0.26%
$129.41 M 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q3 2026)

Name Shares Market Value Weight Change Activity
98,120 $8.81 M 6.81% ▲ 1,654 Add 1.7%
10,798 $8.23 M 6.36% ▼ 230 Reduce -2.1%
107,317 $7.9 M 6.11% ▼ 4,145 Reduce -3.7%
97,169 $6.49 M 5.01% ▼ 1,308 Reduce -1.3%
75,122 $6.38 M 4.93% ▼ 851 Reduce -1.1%
48,190 $6.06 M 4.68% ▼ 545 Reduce -1.1%
129,765 $5.18 M 4.00% ▲ 2,290 Add 1.8%
23,150 $3.9 M 3.01% ▼ 500 Reduce -2.1%
5,798 $3.81 M 2.94% ▼ 125 Reduce -2.1%
10,007 $3.75 M 2.89% ▼ 831 Reduce -7.7%

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