Fund Universe

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☆Tandem Investment Partners LLC

CIK 0002056333 · holdings for 2026Q2 (change vs 2026Q1) · in signal universe
Quality Q
0.314
AUM ($M)
130
Positions
76
Turnover
0.06
Top-10 wt
47%
Herfindahl
0.032
History (qtrs)
6
Excess Return
not eligible

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Quarter
Activity this period
Security type

Holdings · 80 positions · portfolio value $130M

TickerNameActivitySecurity Type WeightΔ Weight Value ($M)SharesΔ Shares Qtrs HeldExcess Return
☆VCRB funds › VANGUARD MALVERN FDS ADD — 6.6% -0.2% 8.6 111,462 +7,389 5 —
☆SPYM funds › SPDR SERIES TRUST ADD — 6.5% +0.4% 8.5 96,466 +2,688 5 —
☆SPY funds › STATE STR SPDR S&P 500 ETF T TRIM — 6.3% -0.0% 8.2 11,028 -545 5 —
☆VXUS funds › VANGUARD STAR FDS ADD — 5.0% +0.1% 6.5 75,973 +825 5 —
☆COWZ funds › PACER FDS TR ADD — 4.7% -0.4% 6.1 98,477 +1,512 5 —
☆VGT funds › VANGUARD WORLD FD ADD — 4.5% +0.4% 5.8 48,735 +41,783 5 —
☆COWG funds › PACER FDS TR ADD — 3.9% +0.4% 5.1 127,475 +3,187 4 —
☆MDY funds › STATE STR SPDR S&P MIDCAP 40 TRIM — 3.2% +0.1% 4.2 5,923 -88 5 —
☆VTI funds › VANGUARD INDEX FDS TRIM — 3.1% -0.2% 4.0 10,838 -1,313 5 —
☆XLV funds › SELECT SECTOR SPDR TR ADD — 2.9% +0.2% 3.8 23,650 +1,715 5 —
☆VCIT funds › VANGUARD SCOTTSDALE FDS ADD — 2.8% -0.1% 3.6 43,720 +3,055 5 —
☆SPMD funds › SPDR SERIES TRUST ADD — 2.7% +0.2% 3.5 51,340 +1,130 5 —
☆VGIT funds › VANGUARD SCOTTSDALE FDS ADD — 2.7% -0.1% 3.4 58,344 +4,160 5 —
☆FLRN funds › SPDR SERIES TRUST ADD — 2.6% -0.2% 3.4 110,235 +2,210 5 —
☆QQQ funds › INVESCO QQQ TR TRIM — 2.6% +0.0% 3.3 4,500 -627 5 —
☆RSP funds › INVESCO EXCHANGE TRADED FD T ADD — 2.4% +0.0% 3.1 14,660 +35 5 —
☆AAPL funds › APPLE INC TRIM — 2.2% +0.1% 2.9 9,901 -20 5 —
☆SPSM funds › SPDR SERIES TRUST ADD — 2.1% +0.2% 2.8 47,875 +365 5 —
☆MSFT funds › MICROSOFT CORP ADD — 1.9% -0.2% 2.4 6,526 +59 5 —
☆QNDX funds › SPDR SERIES TRUST NEW — 1.8% +1.8% 2.3 94,010 +94,010 1 —
☆JPM funds › JPMORGAN CHASE & CO TRIM — 1.5% -0.1% 2.0 6,095 -320 5 —
☆VYMI funds › VANGUARD WHITEHALL FDS ADD — 1.5% +0.1% 2.0 20,134 +2,215 2 —
☆GOOG funds › ALPHABET INC TRIM — 1.3% -0.0% 1.7 4,855 -607 5 —
☆AVDE funds › AMERICAN CENTY ETF TR ADD — 1.3% +0.1% 1.7 19,142 +2,372 2 —
☆VOO funds › VANGUARD INDEX FDS ADD — 1.3% +0.3% 1.7 2,437 +545 5 —
☆BRKB funds › BERKSHIRE HATHAWAY INC DEL TRIM — 1.2% -0.1% 1.6 3,110 -35 5 —
☆SCHB funds › SCHWAB STRATEGIC TR ADD — 1.1% +0.1% 1.4 49,444 +1,800 5 —
☆NVDA funds › NVIDIA CORPORATION TRIM — 1.0% +0.0% 1.2 6,191 -245 5 —
☆VIG funds › VANGUARD SPECIALIZED FUNDS TRIM — 0.9% -0.2% 1.1 4,825 -1,015 5 —
☆IJR funds › ISHARES TR TRIM — 0.9% +0.0% 1.1 7,660 -545 5 —
☆JNJ funds › JOHNSON & JOHNSON TRIM — 0.8% -0.1% 1.1 4,294 -435 5 —
☆V funds › VISA INC ADD — 0.8% +0.0% 1.1 3,080 +75 5 —
☆SPTS funds › SPDR SERIES TRUST TRIM — 0.7% -0.1% 0.9 31,569 -448 5 —
☆WMT funds › WALMART INC TRIM — 0.7% -0.2% 0.9 7,610 -185 5 —
☆ORCL funds › ORACLE CORP TRIM — 0.6% -0.1% 0.8 5,655 -70 5 —
☆SPAB funds › SPDR SERIES TRUST ADD — 0.6% +0.0% 0.8 30,691 +3,843 5 —
☆TMO funds › THERMO FISHER SCIENTIFIC INC ADD — 0.6% -0.0% 0.8 1,540 +5 5 —
☆HD funds › HOME DEPOT INC ADD — 0.5% -0.0% 0.7 1,947 +5 5 —
☆NEE funds › NEXTERA ENERGY INC ADD — 0.5% -0.1% 0.7 7,775 +25 5 —
☆CUSIP:30231G102 funds › EXXON MOBIL CORP TRIM — 0.5% -0.2% 0.7 4,947 -98 5 —
☆COST funds › COSTCO WHOLESALE CORPORATION TRIM — 0.5% -0.1% 0.6 690 -71 5 —
☆TJX funds › TJX COS INC NEW TRIM — 0.5% -0.2% 0.6 4,180 -545 5 —
☆PG funds › PROCTER & GAMBLE CO ADD — 0.5% -0.0% 0.6 4,141 +25 5 —
☆DHR funds › DANAHER CORP DEL ADD — 0.5% -0.0% 0.6 3,156 +81 5 —
☆AXP funds › AMERICAN EXPRESS CO ADD — 0.5% +0.2% 0.6 1,765 +945 5 —
☆IBM funds › INTERNATIONAL BUSINESS MACHS ADD — 0.4% +0.0% 0.6 2,044 +3 5 —
☆DLS funds › WISDOMTREE TR TRIM — 0.4% -0.1% 0.5 6,025 -1,645 5 —
☆PTL funds › NORTHERN LTS FD TR IV ADD — 0.4% +0.1% 0.5 1,715 +295 5 —
☆AMGN funds › AMGEN INC TRIM — 0.4% -0.1% 0.5 1,348 -194 5 —
☆BLK funds › BLACKROCK INC TRIM — 0.4% -0.0% 0.5 494 -14 5 —
☆LOW funds › LOWES COS INC TRIM — 0.3% -0.1% 0.4 1,975 -285 5 —
☆RTX funds › RTX CORPORATION HOLD — 0.3% -0.0% 0.4 2,277 +0 5 —
☆D funds › DOMINION ENERGY INC ADD — 0.3% +0.0% 0.4 6,226 +125 4 —
☆ITW funds › ILLINOIS TOOL WKS INC HOLD — 0.3% -0.0% 0.4 1,555 +0 5 —
☆KO funds › COCA COLA CO ADD — 0.3% -0.0% 0.4 5,064 +110 5 —
☆SCHD funds › SCHWAB STRATEGIC TR ADD — 0.3% +0.0% 0.4 12,788 +1,043 5 —
☆PFXF funds › VANECK ETF TRUST ADD — 0.3% -0.0% 0.4 22,365 +125 5 —
☆VZ funds › VERIZON COMMUNICATIONS INC ADD — 0.3% -0.1% 0.4 9,400 +250 5 —
☆PNR funds › PENTAIR PLC NEW — 0.3% +0.3% 0.4 5,055 +5,055 1 —
☆IVOO funds › VANGUARD ADMIRAL FDS INC TRIM — 0.3% -0.0% 0.4 2,950 -175 5 —
☆XTRE funds › BONDBLOXX ETF TRUST TRIM — 0.3% -0.1% 0.4 7,790 -1,265 5 —
☆SCHM funds › SCHWAB STRATEGIC TR ADD — 0.3% +0.0% 0.3 9,190 +487 5 —
☆CB funds › CHUBB LIMITED ADD — 0.3% +0.0% 0.3 981 +61 4 —
☆BIBL funds › NORTHERN LTS FD TR IV ADD — 0.3% +0.1% 0.3 5,755 +810 5 —
☆IGSB funds › ISHARES TR ADD — 0.3% +0.0% 0.3 6,288 +766 5 —
☆GILD funds › GILEAD SCIENCES INC ADD — 0.2% -0.0% 0.3 2,402 +130 3 —
☆SPDW funds › SPDR INDEX SHS FDS ADD — 0.2% +0.0% 0.3 5,889 +454 3 —
☆CAH funds › CARDINAL HEALTH INC NEW — 0.2% +0.2% 0.3 1,220 +1,220 1 —
☆CVX funds › CHEVRON CORPORATION HOLD — 0.2% -0.1% 0.3 1,669 +0 5 —
☆HON funds › HONEYWELL INTL INC NEW — 0.2% +0.2% 0.3 1,210 +1,210 1 —
☆HONA funds › HONEYWELL AEROSPACE INC NEW — 0.2% +0.2% 0.3 1,210 +1,210 1 —
☆BKNG funds › BOOKING HOLDINGS INC NEW — 0.2% +0.2% 0.3 1,408 +1,408 1 —
☆XTWO funds › BONDBLOXX ETF TRUST TRIM — 0.2% -0.1% 0.2 5,072 -923 4 —
☆DIS funds › DISNEY WALT CO ADD — 0.2% -0.0% 0.2 2,386 +136 2 —
☆AMZN funds › AMAZON COM INC NEW — 0.2% +0.2% 0.2 850 +850 1 —
☆CHY funds › CALAMOS CONV & HIGH INCOME F ADD — 0.1% +0.0% 0.2 12,515 +2,255 2 —
☆CUSIP:438516106 funds › HONEYWELL INTL INC EXIT — 0.0% -0.5% 0.0 0 -2,459 0 —
☆QQQM funds › INVESCO EXCH TRADED FD TR II EXIT — 0.0% -1.6% 0.0 0 -8,152 0 —
☆GOOGL funds › ALPHABET INC EXIT — 0.0% -0.2% 0.0 0 -870 0 —
☆SNA funds › SNAP ON INC EXIT — 0.0% -0.3% 0.0 0 -1,050 0 —

Point-in-time history

Each row is this fund as of that period, not as of today — what the scoring for that quarter actually saw.
PeriodAUM ($M)Positions TurnoverTop-10 wtHerfindahl Quality Q Skill Universe
2026Q2 130 76 0.06 47% 0.032 0.314 — in
2026Q1 118 73 0.06 46% 0.031 0.306 — in
2025Q4 119 70 0.05 46% 0.031 0.283 — in
2025Q3 122 69 0.06 45% 0.030 0.272 — in
2025Q2 115 69 0.05 47% 0.031 0.330 — entered
2025Q1 101 64 0.00 49% 0.033 0.000 — out
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status