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Portfolio (Quarterly) Guide ↗

Tandem Investment Partners LLC

· CIK 0002056333
13F Portfolio $118M AUM 73 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 26 Added 37 Reduced 1 Exited
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 D DOMINION ENERGY INC Utilities 6,101.0 $377K 0.32% +40.0 +0.7% $61.82 +10.5%
22 PTL NORTHERN LTS FD TR IV 1,420.0 $356K 0.30% +195.0 +15.9% $250.55 +11.1%
23 GILD GILEAD SCIENCES INC Healthcare 2,272.0 $317K 0.27% +142.0 +6.7% $139.36 -6.4%
24 IGSB ISHARES TR 5,522.0 $290K 0.25% +398.0 +7.8% $52.56 -0.5%
25 SCHM SCHWAB STRATEGIC TR 8,703.0 $269K 0.23% +478.0 +5.8% $30.96 +11.6%
26 SPDW SPDR INDEX SHS FDS 5,435.0 $248K 0.21% +219.0 +4.2% $45.65 +10.3%
Page 2 of 2  ·  26 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 45.3%
Technology 18.4%
Healthcare 8.4%
Consumer Defensive 6.7%
Communication Services 6.2%
Consumer Cyclical 4.8%
Industrials 4.4%
Energy 3.0%
Utilities 2.7%